🟥 Things I'm looking at today 🟥 Powered by @yeet Subscribe: https://t.co/7EJrnNibAt 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! gm
