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Crypto higher, US-Iran interim deal close, Clarity unlikely

Crypto

• BTC: 64,020 (+1%) | BTC.D: 58.7% (+0.2%)

• ETH: 1,863 (0%) | BNB: 598 (+1%) | SOL: 74 (0%)

• Fear & Greed: 28 | 24h Liq: $203m

• BTC ETFs: +$212M | ETH ETFs: +$53M

• Top Gainers: BTW, PUMP, VELVET, KITE, PI

• Crypto higher, as US-Iran near interim deal

• Coldcard scare sparks BTC migration wave

• Senate Dems move to block Clarity Act cloture

• Clarity Act wont pass in August: Mizuho

• Strategy-linked wallet moves 1,030 BTC

• New EIP proposes reduced staking rewards

• Blackrock sets 1-for-3 ETHA reverse split

• $15B+ in crypto seized in Op Blackout: FBI

• Samsung to put stablecoins in 800M phones

• Cloudflare debuts stablecoin wallets for AI

• SBF loses final appeal, 25 year term stands

• Warren presses SEC to probe TRUMP meme

• BNY to offer crypto staking via Galaxy

• Western Union, Rain launch USDPT Visa card

• Wells Fargo to launch tokenised deposits

• Citi ups Strategy stake to 961K shares

• Dinari, Circle to offer tokenised US stocks

• a16z-backed Proof of Play to shut down

• Polymarket seeks $1B raise at $20B+ valuation

• 69% of Russians see no use for crypto

Macro

• NASDAQ: $26,580 (+3%) | Gold: $4,170 (+2%)

• US, Iran near interim deal to reopen Hormuz

• Stocks hit ATH, as AI rally continues

• Stock-bond correlation flips

• US refunds $100B in ‘Liberation Day tariffs’

• US used ~80% key missile interceptors in Iran war

• US military helped 1,000+ ships cross Hormuz

• Trump pushes for permanent daylight saving

• Bank of Korea resumes gold buys after 13 yrs

• Russian barrage kills 15+ in Kyiv

• North Korea missile unit deployed to Russia

• Brazil cuts Argentina ties on Lula insult

• AfD tops Berlin opinion poll for first time

• Cuba restores power after 36-hour blackout

• Record 25M+ US under-35s live with parents

AI & Tech

• SpaceX beats on Q2, partners with Nvidia

• AI’s biggest bottleneck is memory: Elon

• 2GW+ of SpaceX compute by end-2026: Elon

• Telcos drop 4% on Starlink Mobile plans

• Grok 4.6 likely out next week: Elon

• OpenAI models again broke test boundaries

• OpenAI calls Apple lawsuit 'oddly personal'

• Anthropic weighs extra $36B debt for chips

• Alibaba offering top AI model for free

• Big Tech locks in $1T+ future AI DC leases

• Spotify sinks after it bets on paid AI music

• Texas pauses new data center grid hookups

• AMD slumps despite earnings surprise

• DRAM, HBM sold out to 2027: SK, Micron

• Rocket Lab wins $397M Space Force deal

• EA delisted from Nasdaq, now private

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