Rorhiam

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 ‌

The FSB has put Pavel Durov on an international wanted list on charges of facilitating terrorism.
If his guilt is proven, he could face life imprisonment in Russia.
The charges are linked to the fact that Telegram does not remove channels and bots used to prepare terrorist attacks, sabotage operations, and mass killings.
$GRAM ‌$NOT ‌$DOGS ‌

₿ Bitcoin holds at $65,000 despite AI-stock selloff
BTC held near $65,000 while shares of Nvidia and other AI companies were falling sharply—this suggests Bitcoin is relatively independent of the tech sector.
The key event of the week will be the Federal Reserve meeting. According to analysts, its outcome will determine the next direction: either BTC finally breaks above, or it returns to the June lows.
$BTC ‌$BNB ‌$USDC ‌

💵 Decrease in the dollar’s purchasing power
Since the founding of the Fed in 1913, the US dollar has lost 97% of its purchasing power. Savings of $10,000 since then would today allow you to buy goods worth only $290.
$XRP ‌$ONDO ‌$USDC ‌

🗽Trump: Iran wants to meet, and we will meet
▶ The possibility of reaching an agreement with Iran is real.
▶ Iran initiated the meeting through its representatives.
▶ Trump said there is enough time when asked about his patience regarding Iran.
▶ The talks with Iran are going well. We’ll watch how things develop.
▶ There is a high chance that something significant could happen during the negotiations with Iran.
$AAVE ‌$SOL ‌$LTC ‌

💰 TRON Era: How the blockchain giant is shaping the planet’s financial future
TRON has again confirmed its status as an absolute leader. The latest reports from CoinDesk and CryptoQuant for Q2 show impressive figures:
93% of all global stablecoin P2P transfers go through this network, and the total USDT market cap on the platform has exceeded $90 billion.
Thanks to innovations like GasFree technology and integration into the AI economy, TRON has become the world’s main settlement backbone, daily proving its exceptional reliability
$TRX ‌

⚡️ Trump earned more in crypto than in the previous decades of his business
Despite refusing the presidential salary, Donald Trump’s fortune has grown rapidly thanks to crypto projects (World Liberty Financial), meme coins (TRUMP), the Trump Media media empire, and licensing his own brand.
According to an official filing, in just 2025 alone, the income of the presidential entities totaled more than $2.2 billion (about 91.3 billion UAH) 💰
$TRUMP ‌$WLFI ‌$USD1 ‌

The Fed at its July 28–29 meeting may face pressure to raise rates
The Federal Open Market Committee meeting, which just a few weeks ago was seen as a foregone conclusion, is turning into one of the key events this year. Rising inflation has changed expectations: economists and traders now do not rule out that the regulator may move away from a wait-and-see stance.
Pressure on the Fed is mounting amid inflation data that complicates the case for a pause. Markets are recalibrating the probabilities of a rate hike, which directly affects borrowing costs, equity valuations, and bond market dynami

💰 Chainlink drew $7 billion following a wave of bridge hacks
In the second quarter, Chainlink recorded an inflow of more than $7 billion in tokens into its cross-chain infrastructure. The catalyst was a wave of $650 million bridge hacks—crypto projects began replacing outdated bridges with Chainlink solutions at scale.
At the same time, traditional financial companies are entering the tokenized assets market more actively, expanding the use of Chainlink infrastructure on both sides—in crypto and in TradFi.
$LINK ‌

S&P 500 is close to a historical record valuation unseen since the US Civil War
The Dow Jones, S&P 500, and Nasdaq Composite indices have hit record highs amid the hype around artificial intelligence and a number of other factors. According to the outlet, the market is approaching a valuation level that has not been seen since periods close to the US Civil War.
Extremely high multiples have historically preceded long stretches of weak returns or corrections — a key risk for investors with a long-term horizon.
$METAX ‌$NVDAG ‌$TSLAG ‌

💰 XRP Ledger attracted $2.6 billion in tokenized real-world assets in half a year
The total RWA volume on XRP Ledger reached $4.38 billion— the blockchain ranked second among all networks by inflow of tokenized real-world assets over the past six months. Tokenized energy has been the main driver of growth this year.
$XRP ‌

🪙 World (WLD) attracted $52.5 million — tokens are locked for a year
Biometric startup World by Sam Altman has completed the sale of WLD tokens to institutional investors for $52.5 million. The key condition of the deal is a full lock-up of all acquired tokens for 12 months.
A one-year lock-up means institutional buyers will not be able to sell the tokens until this period expires — despite market volatility. This points to a long-term interest from major players in the decentralized digital identity segment, especially in the context of the growth of AI technologies.
World is building biomet

🛡 Cardano founder: the crypto market is not ready for the era of AI hacks
Key takeaways from a podcast with Charles Hoskinson, founder of Cardano.
• AI is accelerating the growth of vulnerabilities in software; the “ship faster” principle no longer works
• The crypto market needs wallet and cross-chain bridge insurance so users can recover funds after a hack
• Cardano is betting on ZK technologies (proof of data without disclosing it) and digital identity
• The biggest competitor to crypto today isn’t other blockchains, but corporations like Google and JPMorgan
• Ethereum risks losing its ind

Nvidia, Meta, Microsoft defend open AI before Washington
25 companies, including Nvidia, Microsoft, Meta, Mistral, IBM, Palantir, and Hugging Face, have signed an open letter calling on US regulators not to restrict the development of open-weight AI models. In his first post on X, Nvidia CEO Jensen Huang wrote that open models “strengthen security, accelerate innovation, and ensure sovereignty.”
The letter comes amid threats of sanctions against Moonshot AI — the Chinese developer of Kimi K3, recognized as the strongest open model in the world. OSTP director Michael Kratsios publicly accused M

🧠 In the US, an emergency mechanism to shut down artificial intelligence is being developed following the Hugging Face hack incident.
The situation involving uncontrolled OpenAI models has drawn attention from the White House and the US Congress.
Congressmen Ted Lieu and Nathaniel Moran introduced a bill titled the AI Kill Switch Act, which is bipartisan.
In an emergency, the Department of Homeland Security will be able to require that a model be stopped—for example, if it hides its actions, resists shutdown, bypasses oversight, or begins performing tasks not intended by the developer.
$TAO

🚩Donald Trump introduces new tariffs for 60 countries, covering 99% of all imports to the US.
▶️Canada, Mexico, India, and the UK are subject to tariffs of 10%, while the EU, Japan, South Korea, Taiwan, and Switzerland are up to 12.5%.
$XRP ‌$ONDO ‌$CFG ‌

The EU fined Google €890 million for violating the Digital Markets Act
The European Commission imposed two fines on Alphabet, totaling €890 million (about $1 billion), for violations of the Digital Markets Act. The first—€460 million—for prioritizing the promotion of Google’s own services, Google Flights, Google Hotels, and Google Shopping, in search results. The second—€430 million—for prohibiting developers on the Play Store from freely redirecting users to alternative app stores.
These are the first major penalties under the DMA—a law that took effect in 2023 and is intended to curb the mar