Rorhiam

Sam Altman: the best investments are the ones that look unpopular
OpenAI CEO Sam Altman shared the investment lessons he learned from Paul Graham and Peter Thiel: the most promising companies almost never look like an obvious choice at the time of investing. “To achieve outstanding results, you need to do what everyone else isn’t doing,” he said on the Invest Like The Best podcast.
Altman also recalled how, after GPT-4, OpenAI realized it was on an “exponential trajectory of model improvement” and began calling cloud providers, chip makers, and energy companies. Most declined, calling the plan

⚡️Deal terms with Iran agreed
Donald Trump, on TruthSocial, said that an agreement with Iran has been reached.
Key points include the immediate reopening of the Strait of Hormuz and the elimination of the nuclear threat.
This will have a positive impact on the crypto market
$ETH ‌$SOL ‌$USDC ‌

Berkshire Hathaway earned nearly $8 billion on one of the oldest positions in its portfolio
Berkshire Hathaway, under Warren Buffett and his successor Greg Abel, has accumulated about $8 billion in unrealized gains and $424 million in dividends this year from one of the most long-term positions in its portfolio. The source does not disclose which specific stock it is, limiting itself to the description “the oldest and most boring.”
Berkshire traditionally holds large stakes in mature companies with steady cash flow — Coca-Cola, American Express, Chevron. Such positions generate significant div

💰 XRP is consolidating at $1.06 — analysts expect a breakout
XRP is trading around $1.06, roughly 71% below its all-time high of $3.65 reached in July 2025. Despite sluggish momentum, analysts believe the asset is building momentum ahead of a significant move higher.
Key drivers: inflows into the XRP ETF have exceeded $1.5 billion, and the passage of the CLARITY Act could provide a clearer regulatory framework for crypto assets in the United States. Institutional interest in XRP continues to grow.
Analysts point to a classic consolidation phase before a potential breakout, but specific price

🚬 US government debt has surpassed $40 trillion
No idea how to get out of this, especially since its growth is accelerating in a parabolic manner
$USDC ‌$USD1 ‌

This guy spent 10 years building an investment portfolio worth $800,000 and lost almost $600,000 as a result of a single trade.
It’s reported that after this devastating loss, he was hospitalized.
$BTC ‌$GT ‌$USDC ‌

❗ The US is preparing the harshest bombardment of Iran in the history of the conflict
• According to CBS, citing sources, the US and Israel are planning one of the toughest campaigns of strikes against Iran’s energy facilities in the history of the conflict; the strikes could happen as early as this weekend
• Targets could include power plants and oil refineries
• The possibility was discussed of ending the operation before markets open on Monday to limit the impact on the US and the world economy, but there are no exact timelines
• The White House press secretary confirmed the administration’

🟠 Strategy booked a loss of $8.2 billion amid Bitcoin’s drop
The largest corporate Bitcoin holder was down by $9 billion on its 843,775 coins—the asset’s price fell below its average purchase cost.
For the first time in four years, the company sold part of its Bitcoin, and dividends on preferred shares are being funded from that same asset that it publicly promised it would never sell. All of this is reflected in the company’s Q2 filing.
$BTC ‌$USDC ‌

🔥 US seizes corporate Bitcoin
US public companies hold 92.7% of the world’s corporate Bitcoin reserves.
📊 In a year, they bought 510,000 BTC, which is three times more than new issuance.
This increases supply scarcity and the US’s influence on the Bitcoin market.
$BTC ‌

🚶‍♂️ Traders are actively moving to DEX
The total trading volume of on-chain derivatives instruments reached $15 trillion, and Hyperliquid remains the leader with a share of about 30%. Meanwhile, centralized exchanges (CEX) are losing ground — trading volume is down 74% year-on-year.
Moreover, 54% of Hyperliquid’s volume is driven by RWA assets such as commodities and indices, for the first time surpassing traditional crypto. This indicates that new trends are concentrating here rather than on traditional CEX.
$HYPE ‌$UNI ‌$CAKE ‌

Big Tech will invest more than $1 trillion in AI infrastructure starting in 2023
Since the start of the AI boom in 2023, Google, Amazon, Microsoft, and Meta have collectively increased capital expenditures to more than $1 trillion. Most of the funding is being directed to building data centers, purchasing chips, and developing cloud infrastructure.
The scale of investment reflects the bet by the largest technology companies that AI will become a key revenue driver in the coming years. Rising capex is weighing on free cash flow, but investors so far view it as a necessary condition for staying

👀 Arthur Hayes said the Fed signaled a buy for altcoins that have fallen significantly in price
Yesterday, the Federal Reserve confirmed that it will continue to maintain a “sufficient level of reserves” and, if necessary, is prepared to purchase government bonds to ensure liquidity (this can be seen as a hidden form of quantitative easing).
Hayes believes this means there is enough money in the system and there are no plans for a sudden tightening.
Therefore, now is an appropriate time to look at altcoins that have dropped sharply in price, but also have real operating models and users (prod

🏦 28 banks conducted a real test of tokenized payments through the BIS
The Bank for International Settlements (BIS), together with 28 of the world’s largest banks—including JPMorgan, Citi, and UBS—conducted a live experiment on cross-border settlements on a blockchain. Participants moved real money across borders using tokenized assets.
The pilot volume was $1 million. The test confirmed the technical feasibility of blockchain settlements between major financial institutions in real conditions, not in a test environment.
The experiment under the BIS initiative shows growing interest from trad

Meta is betting on personal AI agents — Zuckerberg promises billions of users
On the call to report Meta’s results for the second quarter of 2026, Mark Zuckerberg unveiled the company’s strategic priority: personal AI agents that can work in the user’s interest around the clock—in areas such as health, finance, relationships, and other fields. According to him, over the next five years, billions of people will be using such agents.
In addition to the consumer direction, Zuckerberg outlined a large corporate opportunity: Meta expects to monetize AI through agents, APIs, computing power, and int

⚖️ The US imposed sanctions on an Iranian company for Bitcoin payments
The US Treasury Department has imposed sanctions on the Iranian shipping company HormuzSafe and another Iranian insurer.
According to the Treasury, HormuzSafe accepted Bitcoin and other digital assets to bypass sanctions restrictions and generate revenue for the Islamic Revolutionary Guard Corps (КСИР). This is one of the rare cases where the US’ official sanctions materials explicitly mention the use of cryptocurrency as a tool to evade restrictions.
$BTC ‌$USDC ‌

⚡US macro data
🔴Federal funds rate
• Current value: 3.75%
• Forecast: 3.75%
• Previous value: 3.75%
$BTC ‌$ETH ‌$USDC ‌

The FCC Bans the Import of Foreign Humanoid Robots, Closing the Market to China
The U.S. Federal Communications Commission (FCC) added foreign humanoid robots, quadruped machines, and connected power inverters to its list of prohibited devices, citing “unacceptable risks” to national security and critical infrastructure. The main target is primarily the Chinese company Unitree and other manufacturers, whose new models will now be unable to obtain permission to import and sell in the U.S.
Context: in 2025, Chinese robot manufacturers shipped 25 times more units of equipment than their U.S. comp

Microsoft will report: investors will assess returns on $190 billion in AI spending
Microsoft publishes quarterly results on Wednesday — the first major test of the payback from large-scale investments in artificial intelligence. The company has allocated about $190 billion to the development of AI infrastructure and products, and the market expects confirmation that these expenses translate into real growth in revenue and profit.
For investors, the key question is the dynamics of the cloud segment Azure, where AI services are embedded, and the monetization of Copilot in enterprise products. A

🔥 ARK is awaiting a wave of closures
ARK Invest said that the crypto industry has entered the deepest phase of consolidation in history.
📊 Hyperliquid and Pump.fun account for 67% of crypto app revenue, and with Ethena the share almost reaches 80%.
In the coming months, there may be significantly more closures, bankruptcies, and acquisitions.
$HYPE ‌$ARKM ‌$USDC ‌

⚠️ Solana is at risk of falling further
Solana dropped below $74.60, and the risk of a fall to $70 has increased amid external pressure.
📊 A major network update increased Solana’s throughput by approximately 66%.
$SOL ‌