☕️ GM! Here are the most important market events over the last 24 hours:

🌍Market Overview:

🔸 Nvidia's quarterly filing shows a SpaceX stake worth about $21 billion, 122.8 million Class A shares. That makes Elon Musk's rocket maker its second biggest holding, behind only Intel.

🔸 A federal trade court upheld Trump's removal of the $800 de minimis exemption, ruling he had that power under emergency economic powers. Amazon booked $600 million in tariff refunds last quarter.#Markets🔸 Z​.ai released GLM-5.3, a 743-billion-parameter coder leading CyberGym at 84.5%, which flagged 2,436 vulnerabilities across 269 open-source projects. It still trails Fable 5 and GPT-5.6 Sol on coding.#AI🔸 Applied Materials beat with adjusted EPS of $3.50 against $3.42 expected and sales up 25%, then fell nearly 6%. Guidance of $10.25 billion in revenue was not enough for the crowd.

🔸 The CFTC opened an internal review of mention markets, contracts on whether specific words get said, and Kalshi pulled its sports versions. The FT reported JPMorgan cut off Polymarket last October.

🔸 Databricks closed a $5 billion funding round at a $190 billion valuation to invest in enterprise AI. Its last $5 billion round, back in February, valued the company at $134 billion.

🪙Crypto Updates:

🔸 The OCC granted World Liberty Trust a conditional national bank charter, clearing it to issue USD1 to institutional clients nationwide. USD1 has passed $4 billion in circulation.#Crypto🔸 Galaxy Research put the Coldcard exploit above 1,778 BTC, about $112 million, with a suspected fourth wave that would lift it to 2,417 BTC. No confirmed attacker activity since Aug. 6.#Bitcoin🔸 BNB Chain set its Pasteur hard fork for 2:30 a.m. UTC on Aug. 25, after running on testnet since July 21. Three proposals tighten cross-chain checks, validator entries and old key rights.

🔸 SharpLink will stake $200 million of ETH through Lido, roughly 12% of its holdings, and hold the wstETH at Anchorage Digital.

🔸 StablecoinX disclosed a treasury of about 3 billion ENA, near 20% of Ethena's 15 billion supply, worth $218.4 million. One listed company now controls a fifth of the token.

🔸 Coinbase, Ripple, a16z, Chainlink, Paradigm and Kalshi are expected at an Aug. 19 White House crypto meeting, with a new CFTC advisory committee sitting the next day in Washington.

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01AI Analysis
02Stance & Sentiment Analysis
03Market Impact Attribution
ETH / BTC / SP500 price action around tweet
ETHBTC
+0.17%-0.08%-0.34%−3hPost 23:10+3hEVENT · Post published
1H Before
$1,883.2
22:10
At Tweet
$1,883.94
23:10
30MIN After
+0.08%
1H After
+0.04%
24H After
+0.08%
04KOLs with Similar Opinions
Neutral

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