Rorhiam

The Fed’s July 28–29 meeting may face pressure to raise rates

The Federal Open Market Committee meeting, which was considered a formality only a few weeks ago, is turning into one of the key events this year. Rising inflation has changed expectations: economists and traders now do not rule out that the regulator could move away from a wait-and-see stance.

Pressure on the Fed is building amid inflation data that complicates the case for a pause. Markets are revising the odds of a rate hike, which directly affects borrowing costs, stock valuations, and bond market dynamics.
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💰 Chainlink attracted $7B after a wave of bridge hacks

In the second quarter, Chainlink recorded an inflow of more than $7B in tokens to its cross-chain infrastructure. The catalyst was a $650M wave of bridge hacks—crypto projects began массово replacing outdated bridges with Chainlink solutions.

At the same time, traditional financial companies are moving more actively into the market for tokenized assets, expanding the use of Chainlink infrastructure on both sides—both in crypto and in TradFi.
$LINK

S&P 500 is nearing a historical record of valuation, unseen since the US Civil War

The Dow Jones, S&P 500, and Nasdaq Composite indices have set fresh all-time highs amid excitement around artificial intelligence and a number of other factors. According to the publication, the market is approaching a valuation level that has not been recorded since times close to the US Civil War.

Historically, extremely high multiples have preceded long stretches of weak earnings performance or corrections—this is a key risk for investors with a long-term horizon.
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💰 XRP Ledger attracted $2.6 billion in tokenized real-world assets over six months

The total RWA on the XRP Ledger reached $4.38 billion — the blockchain ranked second among all networks by inflow of tokenized real-world assets over the past six months. The main driver of growth this year has been tokenized energy.
$XRP

🪙 World (WLD) attracted $52.5 million — tokens locked for a year

Biometric startup World led by Sam Altman has completed the sale of WLD tokens to institutional investors for $52.5 million. The key condition of the deal is the full lock-up of all acquired tokens for 12 months.

A one-year lock-up means that institutional buyers will not be able to sell the tokens until this period expires—despite market volatility. This indicates a long-term interest from major players in the decentralized digital identity sector, especially in the context of the growth of AI technologies.

World is building biometric identity verification infrastructure using an orb—a device for scanning an iris. The WLD token is a native asset of the project’s ecosystem.
$WLD

🛡 Founder of Cardano: the crypto market is not ready for the era of AI hacks

Key takeaways from a podcast with Charles Hoskinson, founder of Cardano.

• AI accelerates the growth of software vulnerabilities; the principle “just ship faster” no longer works

• The crypto market needs wallet and cross-blockchain bridge insurance so users can recover funds after a hack

• Cardano is betting on ZK technology (proving data without disclosing it) and digital identity

• The main competitor to crypto today isn’t other blockchains, but corporations like Google and JPMorgan

• Ethereum risks losing its independence due to the lack of on-chain treasury and voting
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Nvidia, Meta, Microsoft defend open AI before Washington

25 companies, including Nvidia, Microsoft, Meta, Mistral, IBM, Palantir, and Hugging Face, have signed an open letter urging U.S. regulators not to restrict the development of open-weight AI models. In his first post on X, Nvidia CEO Jensen Huang wrote that open models “strengthen security, speed up innovation, and ensure sovereignty.”

The letter appeared amid the threat of sanctions against Moonshot AI—a Chinese developer of Kimi K3, which has been recognized as the strongest open model in the world. OSTP Director Michael Kratsios publicly accused Moonshot of creating Kimi K3 through distillation from the Anthropic Fable 5 model. Notably, OpenAI, Anthropic, Google, and SpaceXAI did not sign the letter—those are the companies that would benefit from limits on Chinese open-source developers.

The authors draw a parallel with open-source software from the 1980s, arguing that an open AI ecosystem is more important than a single frontier model for long-term U.S. leadership.
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⚖️ Lawsuit against BitMEX co-founders

Former BitMEX clients filed a class-action lawsuit in New York, accusing the exchange and Arthur Hayes of fraud.

📉 The plaintiffs claim there was hidden trading against users and manipulation of liquidations on the platform.

The plaintiffs are seeking the return of 623 BTC, and the lawsuit coincided with BitMEX’s closure announcement.
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🧠 An emergency AI shutdown mechanism is being developed in the US following the Hugging Face hack incident.

The situation with uncontrolled OpenAI models has drawn the attention of the White House and the U.S. Congress.

Congressmen Ted Lieu and Nathaniel Moran have introduced a bipartisan bill titled the AI Kill Switch Act.

In an emergency, the Department of Homeland Security will be able to demand that a model be shut down if, for example, it is hiding its actions, resisting being turned off, bypassing controls, or begins carrying out tasks not предусмотренные by the developer.
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🚩Donald Trump is introducing new tariffs for 60 countries, covering 99% of all imports to the United States.

▶️Canada, Mexico, India, and the United Kingdom are subject to a 10% tariff, while the EU, Japan, South Korea, Taiwan, and Switzerland are subject to 12.5%.
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The EU fined Google €890 million for violating the Digital Markets Act

The European Commission imposed two total fines of €890 million (~$1 billion) on Alphabet for violating the Digital Markets Act. The first—€460 million—for giving priority to promoting Google Flights, Google Hotels, and Google Shopping in search results. The second—€430 million—for banning developers in the Play Store from free redirection of users to alternative app stores.

These are the first major sanctions under the DMA—a law that took effect in 2023 and is intended to limit the market power of the largest technology platforms. The fines come with a requirement to change business practices, which could affect Google’s advertising revenue and Play Store earnings. The decision was made amid heightened trade tensions between the EU and the US.
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#baby $BABY

Babylon is an innovative cryptographic protocol that enables native sending of bitcoins (BTC) to staking to secure the Proof-of-Stake (PoS) network without using intermediaries or third-party bridges.

The project turns “sleeping” assets into productive capital, allowing users to earn income from securing other blockchains.
Main advantages and features of the protocol:
Security without wrapping:

BTC owners do not need to hand over their coins to third-party services or use wrapped token versions (wrapped BTC), which preserves full control over assets.
Network protection: The protocol combines the massive capitalization and security of the Bitcoin network with the speed and scalability of PoS blockchains (e.g., networks built on Cosmos).
BABY token: The protocol’s native token, used for governance and ecosystem rewards.
Large-scale investments:

The project raised over $96 million in investments from major funds, and its core idea was developed by researchers from Stanford University
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🇺🇸🇲🇱 Trump plans to strike Mali

With the eighth military operation of his term, it could become a strike on militants linked to “Al-Qaeda”—the terrorist group JNIM

This may trigger a new wave of pressure on crypto
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🎩New version of the CLARITY Act

The bill proposes to prohibit the president, vice president, members of Congress, federal judges, and other officials from issuing and promoting cryptocurrencies for compensation.

It is also expected that they will be required to sell crypto assets and shares of crypto companies or transfer them to a blind trust. Cryptocurrency transactions exceeding $1000 must be disclosed publicly.

The bill has not yet been adopted and may be changed during the discussion process.
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🤖 AI agents will support blockchain growth

Franklin Templeton stated that AI agents could become a new driver of blockchain and cryptocurrency growth.

📊 Sandy Kaul believes that Solana, Aptos, and BNB Chain are better suited for machine micro-payments than cards.

Autonomous AI needs fast and low-cost calculations, which strengthens the role of blockchain in the new digital economy.
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In the US, bitcoin has become more popular than gold:

49.6 million Americans hold BTC
28.8 million hold gold.
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👀 Andrew Tate received 10 life-long charges

The planet’s top infoguardian received 42 charges: 10 counts of rape, 7 counts of assault causing physical harm, 5 offenses related to human trafficking, and 19 charges related to child pornography.

On July 27, an American court hearing will take place to decide whether Tate will be extradited to the UK. Tate’s lawyer urged Trump to block the extradition.
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🏦 Worldcoin goes public

Worldcoin aims to solve one of the biggest problems on the internet: proving that users are human. Millions of people have scanned their iris in exchange for a digital ID and crypto rewards. Now Grayscale wants to bring the WLD token to Wall Street through an ETF.

Worldcoin on Wall Street: from iris scans to an ETF
$WLD

🚀 A 24-year-old student from South Korea and his risky experience

A young trader from South Korea borrowed money and, using margin trading with leverage of x500, increased his capital from $14,000 to $202,000. However, after just 4 weeks, the market collapsed, and the broker liquidated his positions, leaving him with almost no funds.

Despite the losses, the trader said he intends to take out another loan as soon as he accumulates the initial capital. At the same time, the volume of margin loans for trading futures in South Korea reached $26 billion, and investors’ total debt surpassed $41 billion.
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🗞️ The State Duma approved a law regulating cryptocurrencies in Russia

The new law creates infrastructure for a legal cryptocurrency market. Only specialized intermediaries will be allowed to conduct operations with digital currencies. These will include trading platform organizers, brokers, managers, and crypto exchange firms. Digital depositories will be responsible for recording and storing cryptocurrencies.

The main provisions of the law will come into effect on 1 September 2026.
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