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Crypto steady, Clarity delayed, ETF inflows return

Crypto

• BTC: 64,800 (0%) | BTC.D: 59% (+0.1%)

• ETH: 1,913 (+1%) | BNB: 590 (-1%) | SOL: 74 (0%)

• Fear & Greed: 30 | 24h Liq: $141m

• BTC ETFs: +$138M | ETH ETFs: +$92M

• Top Gainers: BEAT, XPIN, BTW, LIT, Q

• Crypto steady, despite Clarity vote delay to Sep

• Blackrock IBIT bought $478M BTC this week

• ChatGPT helped Strategy raise $15B: Saylor

• 23% of major BTC miners now at a daily loss

• MARA BTC holdings fall 29% YoY in Q2 to 35.5K

• Hyperliquid HIP-3 RWA share hits 32% in Q2

• Optimism sees 343M OP entering supply

• Robinhood US lists CASHCAT

• Sui intros quantum-resistant signatures

• Plume joins DTCC crypto working group

• Wintermute registers as US broker-dealer

• Tether bought 14 Tonnes gold in Q2

• Late Ondo founder's mother sues to oust CEO

• Coinbase loses Michigan sports contracts ruling

• Wrench attacks cost $30M+ in H1

• Thailand confirms 0% cap gains tax on crypto

• Japan FSA stronger crypto fraud controls

• Stripe's Bridge joins EU MiCA register

Macro

• NASDAQ: $26,350 (0%) | Gold: $4,310 (+2%)

• Futures higher ahead of jobs data today

• HFs buy $5B stocks in a week, biggest since 2008

• Investors' JPY shorts near ATH

• Oil higher as Hormuz deal turns murky

• Iran strikes ‘hostile targets’ in Hormuz

• No permits for Hormuz transits: US

• Warsh open to Sep rate hike

• Trump to target birth tourism citizenship

• US halted major Israeli response in Lebanon

• ECB unaware of US’ EUR sales to support JPY

• Turkey, Saudi, Pakistan sign joint defence pact

• North Korea missile launch poses no threat: US

• Japan asks US to stop anime meme posting

• Four major celestial events converge on Aug 12

AI & Tech

• Hyperscaler IG debt to hit $400B by 2027: GS

• SK Hynix to invest $38B in new chip plants

• OpenAI speaker expected at $300-400

• Unlimited GPT-5.6 Luna chats for Free tier

• Meta ordered to pay $567M in child safety case

• Microsoft opens largest India DC in $21B push

• China's Kimi K3 AI escaped test sandbox

• AI designs 16 viruses, raises biosecurity fears

• UAE fund mulls $6.3B Japan AI DC bet

• Terafab will be 50x Pentagon's size: Elon

• JPMorgan lifts SpaceX price target to $240

• Datadog sinks as top customer cuts spend

• Ford details sub-$30K Fathom electric truck

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