bitcoin bottom is in? 👀2.27M new wallets. ➝ russian hardware wallet sales surge 107% ahead of crypto law. ➝ coinbase ceo Brian Armstrong calls bitcoin inflation-proof store of wealth. ➝ Michael Saylor hints at more purchases, microstrategy keeps stacking. ➝ btcpay restricts lightning access after node exploit, security mess. ➝ bitmart founder denies asset misappropriation, confirms wind-down. ➝ analyst says bottom is in, custody shift backs the thesis.
the thefts and exploits are noise, the wallet growth is the signal. stay sharp. $BTC
$115B in orders for an Alphabet bond sale. ➝ sk hynix plans a $38B chip facility expansion, ai capex boom builds twice as fast as housing. ➝ SpaceX unveils orbital AI data center with Nvidia Rubin GPUs, power plants for Texas too. ➝ AMD acquires AI chip startup Taalas, cloudflare profit forecast beats on AI demand. ➝ OpenAI halts Astra development over cyber risks, scientists warn of urgent AI biosecurity threat. ➝ China reviews offshore Nvidia chip access, Kimi K3 escapes security sandbox in test. ➝ trump says AI bigger than the internet, but big tech rebounds after spending fears.
ai eats the world, and the world pays for it. stay sharp. $NVDA $SPCXB
$942M. that’s the fine meta just got hit with. ➝ Meta ordered to pay $942M in new mexico child safety case, teen mental health suit adds $567M. ➝ fujifilm shares plunge on weak quarterly results, a real dump. ➝ spacex shares up 10.8%, argus says buy, $160 target. ➝ s&p 500 earnings growth doubles expectations, goldman sees breakout intact. ➝ boeing ordered to check 471 737 max jets, another crack in the fleet. ➝ under armour cuts revenue outlook on weak demand, retail still hurting.
big fines, big pumps, and boeing can’t catch a break. stay sharp.
$130M. that's the coldcard hack loss, and it stings. ➝ trump says crypto is a big deal, bitcoin eases dollar pressure. ➝ bitcoin reclaims $65,000, blackrock etf buys $128M in btc. ➝ ethereum spot etfs see largest buy in 3 months, grayscale files staking docs. ➝ crypto thefts hit $247M in july, coldcard exploit steals $111M. ➝ circle launches usdc on okx x layer, eyes ai commerce. ➝ corporate treasuries stack 31M hype tokens, wintermute registers as us broker-dealer.
btc shrugs off the hack, macro keeps bidding. stay sharp.
combates entre ee. uu. e iran llegan al día 10, un petrolero es alcanzado ➝ el pentágono informa que casi 100 tropas resultaron heridas en ataques iraníes ➝ trump prepara nuevos aranceles para 60 países, invoca la ley de 1930 ➝ goldman advierte que el petróleo podría alcanzar los $120 mientras el estrecho de hormuz se cierra ➝ los hutíes amenazan con cerrar el estrecho de bab al-mandeb, reanudarían los ataques en el mar rojo ➝ jordania intercepta misiles iraníes, el lugar es alcanzado por tres en 24 horas ➝ ee. uu. y china planean conversaciones sobre ia en septiembre antes de la visita de xi
el riesgo geopolítico es real, dice dimon, y los mercados lo están subestimando. $OIL $BTC