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ZEC hits 8-year high, Iran sanctions today, Nvidia to raise prices

Crypto

• BTC: 77,350 (+2%) | BTC.D: 59.2% (0%)

• ETH: 2,453 (+3%) | BNB: 698 (+2%) | SOL: 94 (+2%)

• Fear & Greed: 74 | 24h Liq: $296m

• BTC ETFs: +$308M | ETH ETFs: +$184M

• Top Gainers: CASHCAT, DRV, GRASS, MORPHO, PENGU

• Crypto rally continues, ZEC hits 8yr high

• Zcash orchard migration now 85% complete

• BTC posts best week since March 2023

• Strategy raises $2B, creates $1.6B USD Cash Pool

• BTC $82,470 reclaim confirms bottom: Galaxy

• BTC to stay range-bound below $80K: CoinShares

• Hyperliquid OI tops $13b, HYPE hits ATH

• BMNR buys $32.5K ETH, holds 4.8% of ETH

• Solana votes on disinflation and fee reform

• Banks are working to block CLARITY: Lummis

• WLFI’s USD1 has backdoors functions: Sun

• Robinhood Chain nears $1b TVL

• Eric Trump denies any new Trump family coin

• UNI sets record daily burn of $590k

• StanChart sees $500K BTC by 2030

• Tether's $120m Uruguay BTC mine project collapses

• Wintermute is heavily short across the market

• Aave V4 deposits near $750m, post $300m week

• Sandbox suffers breach, hackers mint 49B SAND

• Term Labs hit by $8.5m governance exploit

• BounceBit shuts its L1 after a $3m exploit

• BitMart weighs creditor payouts, phased restart

• Phantom to end Sui support

Macro

• NASDAQ: $26,180 (+0.4%) | Gold: $4,630 (+1%)

• This week: PCE, Q2 GDP, Nvidia earnings

• US to announce Iran sanctions today

• Hormuz traffic up 400% as Iran loses grip

• US SPR hits lowest since 1982

• Fed now owns 50%+ of 10-15 year Treasuries

• Only 3% of S&P 500 out-yielding Treasuries

• Odds of rate cut before 2027 fall below 13%

• Trump's accounts run model portfolios: WH

• Elon’s $200m boost to Republicans in mid terms

• US property foreclosures +21% y/y in H1

• US puts 50% tariffs on Canada as deal collapses

• Canada wants US statehood benefits: Trump

• Iran discovers 7.5T cubic feet of gas in Fars

• Russia is ready for peace talks: Putin

• Zelenskyy again rejects wartime elections

• Syria, Turkey and Israel form security panel

AI & Tech

• Samsung plunges as $79B payout plan disappoints

• Nvidia to raise flagship AI chip prices 17%

• Nvidia could invest in Perplexity at $30b+

• Nvidia invests in a DC power firm Cloverleaf

• Inherent says its AI beat OpenAI and Anthropic

• Anthropic warns investors on the AI backlash

• California should toughen AI safety bill: OpenAI

• AI leaders have failed at messaging: Altman

• Stealth model Ox Alpha's owner is still unknown

• AI bubble echoes dot-com: JP Morgan

• Micron to spend $10b on an Idaho research lab

• YMTC seeks a $4.9b Chinese chip IPO

• TikTok settles DOJ privacy suit for $400m

• Uber faces ~$1b fine over driver suspensions

• Waymo's custom chip drives its robotaxi push

• Chinese robot runs 100m in 9.39s, beats Bolt

• Saab unveils a supersonic wingman drone

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