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🇺🇸 #TORN The U.S. Department of Justice may charge employees of the Dragonfly Capital venture fund for their connections with Tornado Cash - Eleanor Terrett

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🤑 Michael Saylor plans to buy even more BTC (Bloomberg)

Initially, it was reported that Strategy plans to raise $500,000,000, then the amount was increased to $2,000,000,000.

But now Bloomberg has updated the article: it’s already about $2,800,000,000.

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😀 Windtree Therapeutics will direct up to $720,000,000 to buy #BNB

The American company announced a large-scale strategy to form a BNB reserve.

Details:

• A $500,000,000 credit line agreement was signed with an institutional investor.

• An additional $20,000,000 was raised from Build and Build Corp.

• Up to 99% of the funds will be used to acquire BNB (after approval by shareholders).

• This is the second round of investments - earlier the company received $60,000,000 (with a potential of up to $200,000,000) to buy BNB.

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#WetDreams #Altcoins #ETH

🤑 Most of the crypts from Twitter still believe in the imminent beginning of the Altseason. The ETH/BTC chart with a fractal from 2015-2018 is often cited as an example.

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🫡 «The theory of Bitcoin cycles is dead»

Author: CEO CryptoQuant

Here’s what he writes:

My forecasts were based on this theory - to buy when whales accumulate, and to sell when retail (crowd) joins.

This model doesn’t work anymore.

In the last cycle, whales sold coins to retail investors. Now old whales are sold to new long-term large investors.

Institutional acceptance turned out to be much larger than we thought. Trading seems pointless: there are more holders than traders. My mistake is to ignore this shift when I announced that the «bull cycle is over».

I sincerely apologize if my forecast affected your investments. From now on, I will be more careful with forecasts and focus on data-based analytics.

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🇺🇸 U.S. macro data:

▪️ Manufacturing Business Activity Index (PMI) (July)

FACT: 49.5
FORECAST: 52.7
PRE.: 52.9

▪️ Composite Business Activity Index (PMI) from S&P Global (July)

FACT: 54.6
PRE.: 52.9

▪️ Business Activity Index (PMI) in the service sector (July)

FACT: 55.2
FORECAST: 53.0
PRE.: 52.9

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🥳 The U.S. Court of Appeals for the first time explicitly stated that NFT = a product that can and should be protected by a trademark! - ruling

If the token is issued under a similar name or logo, the creator can now stop copies in the same way as in traditional retail.

Jur audits in transactions with NFT projects will now include trademark verification.

Until now, the status of NFT has fluctuated between a «digital certificate» and a «security». Their recognition as a separate commodity creates a bridge between the classic IP law and the tokenized economy.

The court decision concerns the case of Yuga Labs v. Ryder Ripps

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🇺🇸 Donald Trump announced the beginning of deregulation in the field of AI technologies!

U.S. White House release

Briefly about the main thing:

➟ Only «unbiased» AI for public procurement. They will buy only LLM without ideological filtering; NIST will remove DEI standards, climate and «misinformation».

➟ Bet on open-source. The plan encourages open-weight models and promises quick access to GPU to young companies.

➟ Less regulation - more money. Agencies are ordered to remove federal and state barriers; regions with strict AI control risk losing grants.

➟ We build «iron» faster. The states will speed up the issuance of permits for the construction of data centers and chip factories.

➟ Chips - to friends (not China). GPU export control is being tightened; allies are offered a full AI «stack». The «AI Diffusion Rule» has been canceled.

➟ What is already in effect? Biden’s restrictions have been lifted (EO 14110, AI Diffusion Rule).

P.S. What will Elon Musk do with his GROK 4?

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💸 Chinese company DDC Enterprise will buy 10,000 BTC ($1.2b) before the end of the year - original

$528,000,000 has already been raised from Anson Funds, Animoca Brands, Kenetic Capital, etc.

The goal is to enter the TOP 3 companies in the world in terms of BTC reserves in 3 years.

DDC Enterprise is a public Hong Kong company that combines Asian cooking business with an innovative financial strategy.

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#tradewar
🇪🇺🇺🇸 The EU is preparing countermeasures for 100,000,000,000€ in case of escalation of the trade war with the United States (Bloomberg)

If Donald Trump fulfills the threat and imposes 30% of the export duty from Europe, the European Union will immediately respond with mirror measures:

▪️ Combination of two packages of duties on goods from the United States in the amount of 93,000,000,000€.

▪️ 30% duty on Boeing products, American cars and even bourbon!

▪️ The EU can use the «weapon of last chance» - a special mechanism (ACI) that will allow introducing new taxes on American technology companies and limiting investments from the United States to Europe!

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🇺🇸 Donald Trump continues to criticize Jerome Powell realDonaldTrump/posts/114902704048179740">(truthsocial)

In the United States, there is a stagnation in the housing market, and all because Jerome «Always late» Powell stubbornly refuses to reduce the interest rate.

Families are suffering because loans have become too expensive. Even the country itself overpays its debts because of this man’s stubbornness.

The rate should be at least 3% lower, it would save us $1T per year! But Powell, as always, «sees through» too late. And in general, this stubborn man from the Fed did not understand anything during his entire time at the post.

The Fed Council could intervene, but they just don’t seem to have the courage.

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😂 #PENGU - more than 10x (1000%+) since April 2025...

The market capitalization of the token exceeded $2.76B.
(More than BONK memcoin)

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#pyusd
🎉 PayPal has officially introduced PayPal World, a global platform that will combine the largest payment systems and digital wallets.

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🤔 Adam Beck: «There are a huge number of altcoins and memcoins in the world. Bitcoin is the only truly scarce asset.»

Meanwhile, BSTR (Bitcoin Standard Treasury Company) now ranks 4th in terms of the size of the corporate BTC reserve. Her balance sheet is 30,000 BTC ($3.5b).

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💎 #TON Telegram Wallet is now available to 87,000,000 users in the USA - CNBC

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🇻🇳 Vietnam launches national blockchain NDAChain (original)

The hybrid blockchain network will be used for digital identification, transaction verification and automation of public services.

Features:

• Developed by state bodies, operates under the management of the Ministry of Internal Affairs.

• Integration with public services: finance, medicine, education, logistics, e-government.

• Decentralized identification through NDA DID starts.

• NDAKey application - quick identity verification and digital signature without intermediaries.

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🇺🇸 Robinhood will buy the Hedera #HBAR token in the USA.

(Official announcement)

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🟢 SoSoValue: The INFLOW of money to spot Bitcoin ETFs has resumed, +$226,610,000 for yesterday (sosovalue)

INFLOW of funds to Ethereum ETF for yesterday = $231,230,000 (15 green trading days in a row).

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😔 Galaxy Digital Fund sold 30,000 BTC through top crypto exchanges today!

Most likely, all these coins belonged to an early miner from 2011...

Balance: 18,504 BTC ($2.13b).

After the sale, USDT was withdrawn back to fresh addresses and then dumped to the hot wallets of the Coinbase exchange!

View: Arkham

❗️Withdrew another 5,000 BTC from the balance to unknown addresses. Balance: 13,504 BTC.

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💎 TON Foundation and Kingsway Capital plan to raise $400,000 to create a reserve in #TON tokens.

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#records
🤯 A curious observation from Burak Kesmeci - retail investors don’t care about Bitcoin at all now, but big players continue to buy back!

The most interesting thing is that the crowd GUESSED and bought the BOTTOM from Bitcoin in 2022 - 2023, and the big players paniced and sold (did not buy).

❗️According to the CryptoQuant metric, now ordinary investors have the minimum interest in buying BTC in at least the last 6 years!

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🎉 From September 30, FTX will continue to return blocked funds to affected investors and traders! - prnewswire

August 15 is the deadline by which your application must be approved to fall under the next wave of refunds.

Where does the money come from: «thanks to the court decision, it was possible to unlock another $1.9B»

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❗️ #SOL Jo McCann wants to create an analogue of Michael Sailors «Strategy», but for Solana tokens!

Joe McCann, founder of the Asymmetric Foundation, announced the creation of Accelerate, signed a non-binding letter of merger with SPAC Gores X Holding and announced a plan in which he intends to raise $1,510,000,000 to purchase SOL tokens.

After commissions, there will be about $1.36B - almost everything will go to the purchase of ≈ 7,320,000 SOL, which can make Accelerate the largest public token holder (actually «Strategy for Solana»).

The closing of the investment round and the listing of Accelerate are expected in the 2nd half of 2025, the specific timing depends on the market and the approval of the SEC.

The Asymmetric liquid fund closed after a drawdown of ~-78% YTD, so some investors are skeptical about the new idea.

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#trx #trump
🔥 TRUMP memcoin is now available on the TRON blockchain - announcement

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🤝 #WLFI Donald Trump’s World Liberty Financial Company has announced a partnership with Vaulta!

⊹ Vaulta #A (formerly #EOS) tokens will be included in WLFI strategic reserves.

⊹ Stablecoin #USD1 from World Liberty Financial will be integrated into Vaulta’s WEB3 infrastructure.

Back in May, World Liberty Financial bought A tokens for $6,000,000, but did not advertise the deal. Now the assets will officially become part of the Macro Strategy Reserve.

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🔽 SoSoValue: The outflow of money from spot Bitcoin ETFs continues, -$67,930,000 for yesterday.

Inflow to Ethereum ETF (#ETH) for yesterday = +533,870,000$ (13 green trading days in a row).

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#inside
🆗 The Bank of England may abandon the idea of creating and launching a CBDC and will start supporting payment innovations! (Bloomberg)

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#Altcoins
😳 And the former CEO of Binance wrote about the approach of the «FOMO season»... not about the peaks of euphoria in the market - he attached a link to the CMC altcoin index to the post.

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🇺🇸 Today is the last day when the White House should publish an official report on cryptocurrency policy.

Eleanor Terret: Officially, the report should be submitted on July 22, however, a White House employee said that it will be made public before the end of the month #inside

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Jerome Powell did not comment on the Fed’s DCP today in his welcoming speech at the Fed banking conference.

Broadcast: link

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