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Crypto stable, PUMP leads alts, oil tops $90

Crypto

• BTC: 64,080 (-1%) | BTC.D: 58.6% (-0.2%)

• ETH: 1,856 (-1%) | BNB: 565 (-1%) | SOL: 76 (0%)

• Fear & Greed: 30 | 24h Liq: $163m

• BTC ETFs: +$132M | ETH ETFs: +$37M

• Top Gainers: B, PUMP, PI, JTO, ADI

• Crypto stable amid lingering AI sell-off

• BTC long-term holder supply hits ATH

• BTC bottom coming in October: Brandt

• Saylor opposes BIP 110, urges BTC neutrality

• New BIP-361 aims to shield quantum theft

• CLARITY vote hinges on Trump ethics rules

• S Korea unveils sweeping digital asset strategy

• Coinbase BTC premium negative streak at 60 days

• FTX to pay creditors $900M on July 31

• ETH staking exit queue drops to zero

• Bitmine needs 507K more ETH for 5% ETH goal

• HIP-4 to allow permissionless deployment

• PUMP leads alts after unlocks

• USDT faces 2028 deadline for US exchange access

• Allbridge paused after $1.65M Solana exploit

• Cardano ships first onchain-governed hard fork

• Chainlink embedded in 5 central bank projects

• Morgan Stanley ETH, SOL ETFs near launch

• Consensys accidentally hired N Korean hacker

• France blocks access to Polymarket

• Amazon's Japan partner to pay drivers in JPYC

Macro

• NASDAQ: $25,520 (-1%) | Gold: $4,020 (0%)

• This week: Tech earnings, PMI, Jobs data

• Brent tops $90 as Iran war escalates

• US strikes Iran's Darkhovin nuclear plant

• Iran claims 30 US Reaper drones downed

• US gas prices back above $4

• S Korea stock volatility hits ATH

• Iraq-Syria deal restores non-Hormuz oil route

• 93.5% odds Fed holds rates on July 29

• Fed's Warsh reinforces inflation-first stance

• Expect stock pullback, then year-end rally: BoA

• 372 large US bankruptcies in H1, 16-yr high

• 46% of US home sellers offer concessions, ATH

• Files to name foreign agents in Congress

• US labels two more Mexican cartels terrorists

• Ukraine hits 4 Russian oil depots, 3 tankers

• UK to open North Sea oil ‘all the way’: Trump

AI & Tech

• AI sell-off continues in Asia, Kospi volatile

• Big leverage unwind underway in semi ETFs

• US to control 80% of global compute: Bessent

• World needs 100x more compute in 5 yrs: AMD

• Claude Fable 5 comes to Max plans at 50% limits

• Kimi pauses signups as K3 demand maxes compute

• Kimi K3 fixed bugs US models refused: Sacks

• Kimi preps Hong Kong IPO within six months

• Alibaba previews Qwen3-Max flagship model

• AI chip demand +60-100% next year: SK Hynix

• AI unwraps 2,000-yr-old Vesuvius scroll

• Coding likely dead by year-end: Elon

• Xi pushes global AI rules at Shanghai summit

• China hosts humanoid robot MMA events

• India's first private orbital launch succeeds

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