🟥 Things I'm looking at today 🟥 Powered by @yeet Subscribe: https://t.co/7EJrnNibAt BTC nears $65K, AI sell-off back, US halts all Iran talks Crypto * BTC: 64,320 (0%) | BTC.D: 58.7% (0%) * ETH: 1,918 (+1%) | BNB: 603 (0%) | SOL: 77 (+2%) * Fear & Greed: 47 | 24h Liq: $185m * BTC ETFs: +$189M | ETH ETFs: +$71M * Top Gainers: BTW, VELVET, TIBBIR, GNO, PUMP * BTC flirts with $65k, outperforms stocks * SEC proposes ‘Regulation Crypto Assets’ * SEC rules leave BTC untouched as a commodity * 8 of 12 BTC capitulation signals trigger: VanEck * Metaplanet to launch US BTC DAT * Citi to launch BTC custody this year * Cypherpunk intros largest Zcash mining fleet * Hayes unretires to lead Flop Labs * FBI may have found Coldcard theft crew * Solana hits 1.2B weekly transactions * FASB sets 3 tests for stablecoins to qualify as cash * Wyoming migrates FRNT to Chainlink CCIP * Telegram seeks ICANN nod for .gram domains * DTCC to launch tokenisation service in Oct * Securitize, Neuberger debut tokenised HY fund * x402 inevitable as AI agents transact: Armstrong * Maya Protocol halts after $1.7m exploit * Kalshi seeks approval for for US500, Copper perps * Toyota Finance issues JPY 1bn tokenised bond * Kraken adds 7,000+ US stocks for EEA users Macro * NASDAQ: $26,290 (-1.3%) | Gold: $4,360 (+0.7%) * AI sell-off drags US stocks lower * Trump orders envoys to halt all Iran talks * Stock market no longer in greed, per Kalshi * Pending home sales fall to second lowest ever * Private credit NPLs continue increasing * Census found 24K non-citizen votes in 2020 * US, Canada near trade deal * All mines removed in Strait of Hormuz: Trump * Iran weighs strikes on military targets in EU * Pentagon weighs smaller presence in Gulf * UAE suspends all trade with Iran * Iran denies firing missiles at the UAE * Ship struck in Bab el-Mandeb Strait * Venezuela's $4B gold leaves London for US * Half of Venezuela's oil output now goes to US * Chinese refined fuel exports have collapsed * Moscow hit by Ukrainian drone swarm * Russians pull $15B from banks in 2 months * S Korea braces for worst case as US cuts drills * Trump pushing to meet Kim Jong Un this year AI & Tech * KOSPI slumps 6% on AI selloff * OpenAI Q2 revenue +18% q/q, tepid vs Anthropic * OpenAI rolls out ChatGPT for Teens safe mode * OpenAI pauses RL training on frontier models * OpenAI adds new controls post Hugging Face * Claude now designs proteins: Anthropic * Anthropic pre-IPO credit facility to go past $10B * Anthropic preps supervoting power for founders * 44% odds Anthropic IPOs above SpaceX * Google to move Pixel supply chain out of China * ByteDance, Tencent each receive ~10K H200s * Apple overhauls Europe App Store fees * Pennsylvania hikes DC permit requirements * AI backlash becoming a touchy election issue * Data center copper use to hit 740K tons in 2026 * Unitree pops 629% in Shanghai trading debut * Tesla is finally launching the Cybercab * Cursor launches a rival to GitHub hosting * TikTok explores P2P payments via DMs @YEET: Crypto's Casino Just passed $3.1B in lifetime volume! gm
