ethereum:0x514910771af9ca656af840dff83e8264ecf986ca
What do you see!

JUST IN: Trump says White House Press Secretary Karoline Leavitt will step down at month’s end to take a senior external advisor role. No direct crypto angle, but political staffing shifts can impact regulatory signaling and market sentiment. $BTC $ETH

🚀 Kalshi just unlocked live order book data for $37.7B in prediction markets! 📊 How will this impact crypto traders' strategies? #CryptoTrading $KALSHI

🔥Hundreds of Thousands of GPUs Sitting Idle at Once! xAI Exposes the AI Industry’s Computing Bottleneck
According to an internal memo leaked to overseas media, xAI has approximately 500,000 NVIDIA GPUs, making it one of the world’s largest privately operated computing clusters. However, its model FLOPs utilization (MFU) is only 11%, which has been described internally as “absurdly low.”
For comparison, mature tech giants generally achieve training MFU rates above 40%, while Meta and Google can reach 43–46%. An 11% MFU means that most of these expensive GPUs spend significant amounts of time s

JUST IN: The odds of a 25 bps September rate hike slipped to about 40% after today’s CPI print.

$cashcat about to explode from here
$4B Mcap Loading
Robinhood Listed
@ & all other T1 Exchanges are also coming for it
0x020bfC650A365f8BB26819deAAbF3E21291018b4

Tokenized U.S. stocks can be used to borrow money now
Who came up with this operation
@TermMaxFi added the Robinhood chain today
Q SPY NVDA can all be used as collateral
Borrow USDG at a fixed interest rate
Or deposit it the other way around to earn yield
The limited-time boosts are pretty substantial
Depositing into the vault gets you 120x
Borrowing gets you 10x
Playing options adds another 20x
Feels like things you could previously only do on exchanges
Can now be done on-chain too
By the way, their daily card draw is still ongoing
More than 100 have already made it

JUST IN: Google restructured leadership at DeepMind, moving some teams to the enterprise division as Gemini becomes the core focus. If internal tests keep Gemini behind rivals on programming, execution risk could rise for AI strategy. $GOOGL $BTC ?

Man: I work for a Japanese company. How about you?
Woman: I work for a Korean company.
Man: Nice. Korean companies are pretty comfortable to work for.
Woman: Japanese companies are even more comfortable.

Good morning. Today’s goal: be a little more alert than yesterday and get there before the coffee does.

JUST IN: South Korea's KOSPI opens up 3.38%, led by Samsung Electronics (+4%) and SK Hynix (+5%). Strong local risk sentiment could spill into broader tech-driven crypto equities and related ETFs. $KRW, $KOSPI

BlackRock just had the biggest month among onchain asset managers.
Three of the biggest 30-day flows on @RWA_xyz:
→ @BlackRock: +$302M
→ @circle: -$111M
→ @maplefinance: -$213M
At first glance, Circle and Maple look pretty bad here.
But their underlying products were still earning yield during the month.
Circle’s outflow came from USYC redemptions, while Maple’s came mostly from lenders withdrawing from syrupUSDC.
There’s no evidence of a maturity, exploit, or product failure behind either move. Investors simply reduced their positions or moved capital elsewhere.
Zoom out, and you'll see it's

JUST IN: US ITC launches Section 337 investigation into Samsung devices. This could influence cross-border tech supply dynamics and regulatory risk sentiment for US-origin tech players. $SAMSUNG

bitcoin:native
Scalp

Thank life each morning upon waking,
we have another day to grind on X
Wishing everyone a new day filled with energy!!!

Cisco beats on FY27 revenue and AI orders, but after-hours dips ~4% as stock trades at $118.8. If this pace sustains, AI demand could help earnings visibility next year. $CSCO

Jotchua holders will experience this feeling soon

$CSCO
It made a BoS breakout 💥 from a flag like structure! Could it be starting a move similar to the one from 1990 to 2000? 😊