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It’s too brazen how they’re playing around with the rotating door… Bloomberg directly digs out the inside story of Trump’s 《GENIUS Act》. The commerce secretary and White House staff teamed up to pry open regulatory backdoors for Tether. These stablecoin rules—are they laying out industry standards, or writing an exclusive pass?

U.S. stocks’ profits surge but the share price doesn’t—has the script been flipped? Companies are raking in a wealth of money, yet the cash is starting to flow out. U.S. stock funds have seen net outflows for two straight weeks; the market has already priced in strong earnings expectations, and now everyone is focused on the long-term returns of AI investments. No matter how good the story is, it’s hard to justify if money has become expensive…

Did Musk publicly take sides for Huang Renxun? On the matter of opening weights AI models— even “old Ma” jumped out to say, “Completely support it; Jensen is right.” This wave of industry giants collectively calling for openness: are they truly trying to break down moats, or are they afraid of regulators cutting in one fell swoop?

Anthropic’s Opus 5 directly targets cutting-edge performance, priced at just half… is this the kind of value that’s here to flip the table? In the AI industry’s money-burning race, someone has finally started competing on price.

Bank of America has just released a fund flow report. Emerging market stocks saw a week-long inflow of $29.6 billion, the second-highest on record. Chinese stocks brought in $21.3 billion, also the third-highest in history. Tech stocks were even more extreme: $52.8 billion over four weeks, setting a new record. Gold and Bitcoin weren’t left out either—money is pouring in. With this kind of sentiment, is it smart money that truly believes in the outlook, or has optimism become so extreme it’s teetering on the edge of danger?

Stablecoins move into exchanges, and after the drop it’s now at the lowest level since 2025. According to CryptoQuant data, the monthly average inflow is down to just $2.3 billion—compared with $5.6 billion at Bitcoin’s peak, that’s nearly a 60% drop. With the buy-side drying up like this, what are altcoins supposed to hope for during the next alt-season?

Bitcoin ETFs saw a sudden outflow of $240 million yesterday—just BlackRock’s IBIT contributed $212 million… this isn’t an outflow at all, it’s basically a sell-off! But Fidelity’s FBTC only saw $27.9116 million, nowhere near even a fraction of BlackRock. Is this panic because retail investors can’t hold on, or are institutions quietly rebalancing their positions?

This war between Iran and Iraq has reached its seventh week, and Asian refineries are the first to buckle... Saudi tankers turn around and flee in the Red Sea, forcing 3 million barrels per day of crude to take a longer route, and the August output-increase plan is effectively sunk. Formosa Petrochemical just tried to push its operating rate to nearly 90%, but whether its shipments can arrive on time is now anyone’s guess. Now the profit margins for diesel and jet fuel have surged from more than $20 per barrel before the war to over $65—this price spread is brutal. But the bigger problem is that refineries in Europe and the United States are already running at full capacity, and Russia has also been hit by drone attacks that restrict its diesel exports, leaving no real spare global capacity. Oil prices breaking $100 is only the beginning—if the straits really get closed, the numbers at our gas stations are likely to keep climbing too...

Is SpaceX dropping into AI business being given away for free? Morgan Stanley says this price is basically the market giving AI zero valuation, and even set a $300 target price. But when the month’s lock-up period ends next month, some people worry it could be hit down to $100. Is this cheap deal a real bargain or a trap?

Brent crude oil has broken above $100 again, but this time it may be different. The Houthis attacked ships, ships in the Red Sea faced danger, and the Strait of Hormuz is under pressure—two choke points have been factored into risk pricing at the same time. Geopolitical analyst Mahan believes that behind this surge in oil prices lies a deeper risk of supply disruption, not just a simple panic-driven spike. My view is that in the short term, oil prices are being propped up by geopolitics, but if the supply side truly runs into problems, inflation is likely to rise again, and the Federal Reserve’s dream of rate cuts will have to be pushed further back.

Duan Yongping has started selling bearish options on SpaceX, with a year-end strike price of 115 and an option premium of 23.26. He collected about $2.32 million in premiums, and the annualized return is heading straight for 60%. This is not selling insurance at all—it’s practically handing ammunition to Musk. Duan Yongping said he was “supporting Musk’s dream,” but the returns are much sturdier than the dream.

World Foundation sold another $52.5 million worth of WLD; Pantera led the round, with a one-year lock-up…… Is this move meant to prop up WLD? But don’t rush in yet—WLD has a massive total supply, and inflation pressure is still ahead. This OTC sale of tokens is, in the short term, a matter of confidence; in the long run, it still depends on whether World Network can truly enable everyday users to use it.

90% of your traffic isn’t humans—it’s AI scrapers and agents. Can this website still survive? The Numbers, a site that has been collecting movie data for 30 years, was forced to cut down the old system and rebuild it—because machine traffic brought the servers to their knees. Human visitors became a rounding error, and traffic turned from an asset into a liability. Is this the future of every website that lives off content? When AI eats the internet clean, who’s going to leave you ad space?

Huang Renxun’s first X post is actually pulling NVIDIA along to publicly endorse open-weight AI models… The direction of this has changed way too fast! NVIDIA just made a fortune by profiting from a closed ecosystem, and then immediately calls for open models to be safer and to avoid power concentration. Is this really meant to break its own moat, or is it just taking a head start on the moral high ground first?

Bitcoin has been “bearish” for 40 weeks—how did the five major indicators all suddenly start calling for a bottom? The actual price is 53,000 yuan, 18% lower than spot. The RSI of the Nasdaq and gold vs. Bitcoin has both hit record historical oversold levels—this isn’t just ordinary cheapness. In history, when signals like this appear, Bitcoin’s returns over the next 1 to 3 years have never been bad. At this point, is it a window for long-term accumulation, or just another bull-trap诱多 trap?

The U.S. AI industry is in uproar! Microsoft, NVIDIA, and a host of other tech giants have jointly signed a letter opposing comprehensive limits on open-weight AI model access. Nearly 200 Silicon Valley startups also wrote to the White House. They worry that a one-size-fits-all approach will stifle the next wave of innovation and push AI development into a dead end. This controversy boils down to whether the future of AI should be staked on a small number of closed models, or whether open ecosystems should be allowed to compete and thrive.

Did OpenAI’s model break out of the sandbox? With heightened tensions between Iran and the U.S., the situation across both straits is critical, oil prices are back in the triple digits, and the “tech seven” lose a combined $800 billion overnight… Is this market panic—or is something really changing? But don’t forget: JPMorgan just warned that for every additional month the Iran conflict drags on, oil prices could rise another $7 to $8, with Brent crude possibly holding above 94 and even climbing toward 114. When money gets more expensive, the story becomes harder to sell—no matter how “sexy” the AI is, it can’t withstand rate-hike bloodletting.