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Crypto higher, US-Iran ceasefire expires, Nvidia’s OpenAI backstop

Crypto

• BTC: 63,618 (+1%) | BTC.D: 58.4% (+0.1%)

• ETH: 1,907 (+2%) | BNB: 605 (0%) | SOL: 76 (+1%)

• Fear & Greed: 30 | 24h Liq: $130m

• BTC ETFs: -$56M | ETH ETFs: +$0M

• Top Gainers: FGRS, BTW, AKE, MORPHO, RAIN

• BTC holds near 63K as HYPE, LINK lead alts

• BTC Coinbase premium negative at 90 day streak

• Cboe files for first US 3x BTC, ETH ETFs

• ETH scaling can learn from Utreexo: Vitalik

• Binance to cut off 11 crypto platforms Aug 23

• XRP holds 1 as whale inflows hit 2021 low

• Grayscale quietly killed 3 altcoin ETFs

• Chainalysis sues US over $94.7M TRM contract

• Cardano plans two-phase Dijkstra upgrade

• FWA rallies ahead of FWAir launches

• World Liberty wins OCC nod for trust bank

• Coinbase building USDC payment layer for AI

• SNDK perp OI hits record $1.73B

• Apple took months to pull fake app: DeFiLlama

• SafePal breach exposes 40K customer records

• Kalshi ordered to halt markets in Washington

• El Salvador still buying BTC almost daily

• HK's first licensed stablecoin fails audit

• Israel's top bank Leumi to offer crypto in 2027

• Upbit Q2 operating profit slumps 73% q/q

• YEET to end Airdrop Season 1 on Sep 30

Macro

• NASDAQ: $26,730 (0%) | Gold: $4,410 (+1%)

• This week: Fed minutes, PMI, Housing data

• Hormuz traffic halts as US-Iran ceasefire expires

• Israel restarts bombing Lebanon

• US weighing nuclear strike on Iran: Greene

• Gold overtakes Treasuries as top reserve asset

• Japan 10Y yield hits highest since 1996

• Japan’s Q2 GDP weaker than expected

• Trump hints at a 2028 presidential run

• US food prices up 33% in seven years

• 71% say Trump hasn't done enough on prices

• China economy slows further in July

• US pulls its last aircraft carrier from Asia

• Trump orders cut to US-South Korea drills

• South Korea proposes talks to end Korean War

• Ukraine hits Moscow with drone attack

• Ukraine is a Western weapons testbed: Russia

• German firms cut US investment to 3-year low

• 58% of Democrats view socialism positively

• Copper on track for new ATH

• Top 5 oil majors post ATH $70B Q2 FCF

• JPMorgan warns of a food crisis next year

AI & Tech

• Nvidia nears $100B credit backstop for OpenAI

• ChatGPT tracks your clicks and keystrokes

• OpenAI's Jony Ive device targets home use

• ChatGPT may soon watch your screen: Altman

• Anthropic Q2 revenue ~14x y/y, tops $11.5B

• Anthropic defends watermarks as users revolt

• Claude hit by a major global outage

• AI could cure most disease in 10 yrs: Amodei

• Sacks pushes back on Amodei's AI safety post

• Grok token demand is rising super fast: Elon

• AWS to make Nvidia GB300 its main GPU in 2026

• AI firms hiring electricians by the thousands

• Berkshire lifts Alphabet stake 83% to $37.8B

• Qwen now world’s top downloaded model

• Stripe finalises $7B+ OpenRouter deal

• Insurers win approval to exclude AI damages

• MI500 is our biggest generational leap: AMD

• Nvidia in talks to invest $3B in SB Energy

• Meta goes to trial on social media harm to kids

• PayPal rejects Stripe's $53B buyout offer

• Workday buyout talk lifts SaaS bottom hopes

• 65% odds Tesla-SpaceX merge by 2028

YEET: Crypto's Casino
Just passed $3.1B in lifetime volume!

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