Planet Morning News

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  1. Strategy CEO: Bitcoin is a rule-based currency freedom system;

  2. Tether CEO: The AI industry faces multiple risks of capital misallocation, with a serious disconnect between profit and investment cycles;

  3. Viewpoint: The failure of BIP-110 is regarded as a bullish signal for Bitcoin, and the network’s consensus mechanism and governance resilience have been verified again;

  4. Vitalik: In the next 5 years, Ethereum will enter a streamlined era, with quantum resistance and privacy becoming top-tier priorities;

  5. Analysis: The UK FCA’s high compliance threshold for its crypto regulatory framework may be the key challenge to actual implementation;

  6. US M2 breaks through $23 trillion to set a new record high, sparking controversy over “liquidity-driven bubbles”;

  7. Multiple US tech companies are tightening AI spending, with Tesla limiting employee AI usage-related expenses;

  8. Revolut announces that it will remove USDT at the end of August, strengthening signals of tighter European compliance;

  9. AI data center Crusoe is planning to raise $3 billion, with its valuation potentially rising to $30 billion.

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