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Crypto higher, AI selloff intensifies, SK Hynix disappoints

Crypto

• BTC: 64,530 (+2%) | BTC.D: 58.8% (+0.3%)

• ETH: 1,916 (+2%) | BNB: 571 (+1%) | SOL: 74 (+1%)

• Fear & Greed: 28 | 24h Liq: $393m

• BTC ETFs: -$50M | ETH ETFs: +$9M

• Top Gainers: BEAT, UB, HOLO, KAITO, H

• Crypto higher, ahead of FOMC today

• Saylor opposes BTC consensus changes

• Bipartisan CLARITY ethics offer within days

• SEC to issue rules if CLARITY fails: Atkins

• Strategy touts 42% annualised MSTR returns

• BlackRock clients sell $54.8M of BTC

• Morgan Stanley debuts ETH, SOL staking ETPs

• YODA up 10,000% in 24hrs on Robinhood buzz

• DCG's Fortitude opens 12 MW Zcash mine

• Trade xyz to cover SK Hynix liquidation losses

• Visa outlines broad stablecoin strategy

• Apple sued after fake wallet app drains $1.8M

• TradFi perp open interest doubles to $2B+

• Crypto bankruptcies to rise in coming months: Ark

• Uniswap v4 fee switch doesn't cut LP pay: Adams

• Crypto security incident losses top $1B in H1 2026

• Celsius miner Ionic Digital +26% in Nasdaq debut

• 44 states challenge CFTC prediction market rule

• Kalshi parlay bettors lose $294M

• S. Korea plans crypto framework by end-2026

• Hungary scraps crypto checks, grants first MiCA

Macro

• NASDAQ: $24,880 (0%) | Gold: $4,030 (0%)

• Chip stocks shed $1T+ as AI selloff intensifies

• Oil rallies as US-Iran fighting escalates

• Hedge funds see worst day since Covid crash

• July was worst month for momentum, ex-Covid

• Odds of fed rate hike at 23%, per Kalshi

• US tariff revenue turned negative, first ever

• US, Saudi strike Iran-backed sites in Iraq

• Iran halts three ships in Strait of Hormuz

• Iran rejects Oman plan for joint Hormuz control

• Iran to receive ~400 Chinese air-defence launchers

• BoE probes Asian equity risk at prime brokers

• Perm oil refinery ablaze after drone strike

• Russia charges Durov with aiding terrorism

• Sweden to create MI6-style intel service

AI & Tech

• Kospi crashes as SK Hynix earnings disappoint

• Seoul calls emergency market meeting

• South Korea may cap retail leveraged ETF buying

• Meta down nine straight days, longest streak ever

• ChatGPT nears 1B weekly users, 7 months late

• OpenAI rogue agent hacked beyond Hugging Face

• Altman 'surprised' at muted rogue agent reaction

• OpenAI releases open-source Codex Security CLI

• DeepMind folds AlphaFold team into Gemini

• Moonshot AI hits $35B valuation in new raise

• SpaceXAI sues Minnesota over nudify app ban

• TSMC Japan plant resumes after earthquake

• US bans Chinese humanoid robot imports

• AI helps spot rogue black hole devouring star

• Cyera to buy Oasis Security for $1B

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