Rorhiam

The White House is considering a ban on Chinese AI models amid the IPO threat to Anthropic and OpenAI
The Trump administration is discussing a possible ban on Chinese AI models in the United States, sources report. The rationale is not only performance competition, but also price pressure: Chinese developments can perform comparable tasks significantly cheaper than their American counterparts.
For investors, the IPO dimension is especially important: potential listings of Chinese AI companies on public markets could divert demand from the expected mega-IPO of Anthropic and OpenAI, lowering the

🐂 Tom Li acquired an additional 7,430 ETH worth $14 million.
• Bitmine has 5,777,468 ETH ($10.9 billion) on its balance sheet, representing roughly 4.8% of the total supply.
• Free funds and liquid assets available to replenish reserves total $385 million.
• 4,917,189 ETH ($9.2 billion) is currently staked, accounting for about 85% of the total ETH on the balance sheet.
$ETH ‌

💡 Chamat Palihapitiya: Bitcoin bulls face challenges
Billionaire Chamat Palihapitiya, founder of venture capital firm Social Capital, noted that Bitcoin bulls are in a difficult position. On the one hand, liquidity is being drained into speculation in stocks and prediction markets. On the other hand, artificial intelligence is luring miners over to its side.
$BTC ‌

💹 Hyperliquid will allow the creation of prediction markets
Hyperliquid is introducing the ability to freely create prediction markets under HIP-4. To do this, deployers must stake 500,000 HYPE. If there are mistakes in determining the market’s outcome or in calculations, the authors will be penalized. However, they will be able to earn up to 50% of the fees.
$HYPE ‌

China’s “national team” injected $9 billion into the stock market after a selloff
China’s state funds announced purchases of shares worth about $9 billion to support the stock market after a sharp drop driven by a selloff in the technology and AI sector last week.
The intervention by the so-called “national team” — a group of state-affiliated investment funds — aims to stabilize quotes amid heightened volatility. Beijing has used similar practices during periods of market stress to prevent panic selling.
The scale of the intervention reflects the seriousness of the correction: the tech sector

🌎 Elon Musk suggests that the familiar economy could disappear within 5–7 years. By 2031, AI and humanoid robots may be able to perform a significant portion of work.
If progress accelerates, changes could begin in as little as 3 years, and the number of autonomous robots by 2031 could reach one billion.
$TSLAG ‌$SPCX ‌

🚀 Robert Kiyosaki: gold and silver will go to the moon.
Robert Kiyosaki backed the forecast of legendary investor Jim Rogers, who believes that gold and silver will continue to rise in the long term, despite inevitable deep pullbacks.
According to Kiyosaki, the recent decline is precisely that kind of correction:
— gold, after rising to $5,405, fell back to $4,006;
— silver, after hitting $118, dropped to $56.
Kiyosaki noted that many speculators buy assets at their peaks and sell during declines. He, by contrast, took advantage of the pullback and increased his positions in gold and silver.

Nvidia aims for a $10 trillion market cap by 2030 — is it realistic?
Analysts are considering a scenario in which Nvidia could reach a $10 trillion market cap by 2030. The main argument is the company’s dominance in GPU supply for AI infrastructure: its chips remain a key component for training and deploying large language models.
Rising demand for AI computing supports Nvidia’s revenue, but the path to $10 trillion will require a multiple increase in the company’s current market capitalization. Risks include intensifying competition from AMD and from in-house chips of major cloud providers, a

👁 LG monitors users via smart TVs—new webOS rules allow the recording and processing of conversations for AI features.
Responsibility for warning guests about possible LG recording is placed on device owners.
$USD1 ‌$USDC ‌

🌐 Zcash launches a new node to scale up to 50,000 transactions per second
Zcash has introduced the Zakura client — the first component of a network scaling plan under Project Tachyon and the NU7 upgrade. The goal is to move from roughly one private transaction per second to the level of payment networks like Visa (50,000 TPS).
Zakura is a new node implementation focused on the performance of shielded (fully private) transactions. Against the backdrop of the announcement, it’s worth noting the context: ZEC has fallen 48% in price, and a vulnerability was recently discovered in the network. How

👮‍♂ The FBI arrested a hacker who hid malware in Steam video games to steal cryptocurrency.
The program stole passwords and data, emptying users’ crypto wallets and causing $220,000 in damage.
$ETH ‌$AAVE ‌$SOL ‌

💯 This time, everything is different
This is the most popular phrase of every cycle.
At the same time:
▶ In 2017, BTC reached $19,000, then fell by 84%.
▶ In 2021, the peak was $69,000, and the drop — 77%.
▶ In 2025, BTC reached $126,000 and fell by about 50%.
If history repeats itself, the current correction may not be over yet, and the bottom could be significantly lower than the levels where people are now being advised to buy.
$BTC ‌

📊 FT: Wealth in the US is increasingly being created not through work, but through owning assets.
The share of wages in the country’s gross income fell for 40 years and only stopped after the 2008 crisis. Meanwhile, stocks, stakes in private companies, and real estate have been rising much faster. Technology has accelerated this gap because the biggest fortunes are held by companies that can scale without limits, live off network effects, and dominate their niches—now they’re also growing amid the artificial intelligence boom.
That’s why you get a figure where a very narrow group of Americans

🇮🇷 Iran warned that it will shift to offensive action if the US continues attacks.
A senior adviser to Iran’s Supreme Leader said Tehran will abandon its defensive posture and move to offensive operations if American strikes on the country’s territory continue over the next 2-3 days.
$BTC ‌$ETH ‌$USDC ‌

💸 Elon Musk became the first person in history to lose $500 billion
Due to SpaceX stock falling below its IPO price, in a month Musk lost about $500 billion of his wealth.
Now he has only $800 billion left.
$SPCX ‌$TSLAG ‌$DOGE ‌

⚖️ Warren demands that Trump disclose his crypto earnings for 2026
Senator Elizabeth Warren has sent a request to disclose Donald Trump’s crypto earnings for 2026—before the official deadline in 2027. The reason is a Senate vote on a crypto bill expected in the coming days.
According to financial disclosures, in 2025 Trump earned $1.4 billion from crypto assets. Warren is demanding similar data for the period from January to July 2026, citing a conflict of interest: the president personally profits from an industry whose regulation is currently being debated in Congress.
$ETH ‌$AAVE ‌$SOL ‌

👑Apple took first place by company value, surpassing NVIDIA by market capitalization.
$AAPLX ‌$NVDAG ‌

🤔Positive outlook for BTC?
🟠 Strategy has $3 billion in reserves, which allows it to cover dividend payments for 20 months.
🟠 Increasing reserves reduces the likelihood that Strategy will have to sell BTC to meet its obligations.
🟠 Capital continues to flow into BTC futures, and demand for CME contracts and perpetual futures remains strong.
Analysts at JPMorgan believe these factors are a good sign for BTC, despite outflows from spot Bitcoin ETFs.
$BTC ‌$ETH ‌$USDC ‌

Netflix cut the cost of producing documentary content in half using AI
Netflix said in its Q2 report that using AI enabled it to create 17 minutes of documentary content twice as fast and twice as cheaply as usual. The company also emphasized that films will still be made by people.
Amid rising competition in streaming, Netflix is boosting content spending — its budget reached $20 billion. Lowering per-unit costs through AI is becoming a meaningful lever for margins: even partial optimization at such a production scale delivers a noticeable impact on operating profit.
$NFLX ‌$NEAR ‌$RENDER

🔥 GRAM broke support at $1.50
On July 17, GRAM fell below $1.50 and increased selling pressure.
📉 Activity in the TON ecosystem has declined, but DEX volumes are still above spring levels.
A break below $1.36 could accelerate a drop toward the $1.28–$1.20 zone.
$GRAM ‌