SviatoslavGusev

🤖 SpaceXAI and Cursor launched Grok Bot — an AI agent with its own cloud computer that opens websites, logs into accounts, and completes tasks on its own.

🇪🇺 The European Union is launching its own satellite network, IRIS² — a European response to dependence on Starlink.

They plan to launch 348 satellites, starting in 2029.

☠️ Cybersecurity researchers found vulnerabilities in the Claude, Gemini, and ChatGPT APIs that allowed extracting the models’ internal reasoning before the final answer filter kicks in—these data contained prohibited scenarios and attempts to “fit” the explanation to an already selected response.

In addition, among 315,000 collected reasoning blocks, they found 367 fragments of personal data and 182 instances of passwords, API keys, and other credentials—these vulnerabilities were already reported to OpenAI, Anthropic, and Google.

🤖 Before the release of a new OpenAI model, several people responsible for ethics and safety left the company at the same time.

⌨️ More and more developers stop reading generated AI code—modern AI agents already write it well enough. It’s more useful to verify the work of the entire system than to tinker with style and details.

The developer’s role is gradually shifting from writing code to architecture, control, and result verification.

Explosive growth in stablecoin payments worldwide

In July, spending volume on crypto cards (in stablecoins) for the first time surpassed $1 billion—up 200% year over year. This is 10+ million purchases per month, with an average ticket of ≈ $86. These are real everyday expenses.

For comparison, three years ago the monthly volume was less than $1 million. Wild growth rates, and judging by everything, the trend has only just started to accelerate.

Interestingly, a whole list of beneficiary tickers of this global trend is still lagging behind. But for now.

Well then, are you all longing ETH?

But you need to long Nebius.

«Prices for laboratory monkeys in China, as reported, have reportedly surged to about $26 thousand each due to a biotechnology boom». If you’d taken lab monkeys a week ago, you would have outperformed holders—well, you get it.»

When BTC breaks out of this macro downtrend, no matter what you do, don’t play against the breakout.

I’ve seen many people do the same thing in the last cycle.

They overcomplicate something that’s relatively simple. The best confirmations of a trend change are always visible on weekly charts.

🤖 An FBI agent stole $1,000,000 in cryptocurrency from the accounts of a suspect in the case, and then asked ChatGPT where to invest the money and how to move to Europe.

In the end, he was fired from the FBI and arrested—investigators traced him through digital evidence and correspondence with AI.

🤖 Investors in Anthropic have started to worry that Dario Amodei is turning the company into something close to an “AI religion” and himself into a prophet of AGI—he constantly talks about AI apocalypses, fiercely sticks to his beliefs, and is ready to put research above profits.

AI traders agents are becoming more and more popular 🙊

Trump began trading insider information. For $100,000 a month, he provides access to his posts on Truth Social before everyone else. That way, traders will get insider information and can use it for quick trades.

Estimates suggest that around 365 million people currently own Bitcoin—about 4–5% of the world’s population.

If you compare Bitcoin’s market value with gold (about $1.28 trillion versus $28 trillion), you get roughly the same level of adoption—around 4–5%.

According to the S-curve model (the logistic curve of technology adoption), when a new asset or technology is used by only 4–5% of people, it is just entering the phase of active growth. This means that the rate of Bitcoin’s spread and adoption could remain very high for a long time.

On the Russian market, VPNs are a real war: today, several services at once reported widespread blocks of their servers and methods to bypass them.

The largest services, which are regularly targeted by blocks, have begun mass-surrendering their competitors to the Roskomnadzor. As a result, most of them are now unavailable.

THAT'S INSANE.

Japan, according to reports, has spent about $160 billion this year trying to stop the yen’s decline.

- $73 billion in April and May — a record monthly total at the time.

- $53 billion last Thursday — likely the largest one-day volume in its history.

- $34 billion last Friday.

Each time the yen strengthens for a few days, then it falls again.

Japan won’t be able to fix this by spending reserves. You can fix it only by aggressively raising interest rates.

In South Korea, the world’s first nationwide liquidation in trading

KOSPI Index: -45% in 3 weeks, about 4% of the population completely wiped out in 0 their brokerage accounts

Top 2 Korean companies, Samsung and SK Hynix, -45% and -55% respectively. In just a few weeks.

In Korea, leveraged trading in the market is a tradition, and in fact one of the few ways for young Koreans (as they themselves see it) to climb the social ladder/afford housing in Seoul

Right now, Korean regulators are holding an emergency meeting and deciding how to clean up this mess

Yes, gentlemen, I’ve been offline for a couple of days from our marvelous crypto world, but I can feel that without me, nobody here is going to push the market.

The sailor is out podcasting, CZ doesn’t want to write tweets—so all hope is on us, you and me.

I’ll be back tomorrow.