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Crypto rangebound, Cool PPI, KOSPI in bull market

Crypto

* BTC: 63,794 (+1%) | BTC.D: 58.6% (+0.1%)

* ETH: 1,893 (0%) | BNB: 610 (0%) | SOL: 76 (+1%)

* Fear & Greed: 30 | 24h Liq: $175m

* BTC ETFs: -$61M | ETH ETFs: +$7M

* Top Gainers: APR, AKE, VELVET, BTW, FGRS

* BTC spot trading volume hits 7-year low

* BTC on Coinbase trading $150 below Binance

* BTC still going to $189K in 2026: Citi

* User pays $103K fee on single BTC transaction

* $15B BTC moved after Coldcard hack

* ETH staking ratio hits record 34.4%

* Hyperliquid seeks path to US perps market

* Hyperliquid to add HIP-1 scaleWei Function

* Solana stays up as outage disrupts 102 validators

* GSR model lifts SOL to 43.6%, cuts BTC to 17%

* Crypto firms urge AI labs for early model access

* GS set to acquire BTCI through $2.3B Neos deal

* Wall Street tests tokenization

* Lighter teases Robinhood Wallet event

* July CEX derivatives volume down 11% m/m

* Blockchain Assoc backs Custodia SCOTUS bid

* SEC clears Franklin Templeton’s onchain fund

* Capital Intl buys $300M more MSTR, holds $3B

* Swiss National Bank discloses $72M MSTR stake

* Kraken adds 24/7 S&P 500 perps

* Algorand v5 ships post-quantum accounts

* NYC probes prediction markets over marketing

* South Korea tightens crypto transfers

* Mexico mandates full KYC on crypto transfers

* B Treasury to pay Europe's first BTC dividend

* Polygon joins BoE’s CBDC Lab

Macro

* NASDAQ: $26,590 (+1%) | Gold: $4,380 (-1%)

* Fed hike odds drop, on lower than expected PPI

* VIX falls to lowest level this year

* Groceries cost 40%+ vs 2019: St Louis Fed

* US debt interest hits 4.2% of GDP

* US banks sit on $325B unrealised losses

* Treasury scraps beneficial ownership reports

* Tariffs refunded but firms keep price rises

* Press secretary Leavitt to leave White House

* Trump sued over Truth Social $100K fast feed

* DC homicides down 44% in Trump crackdown

* Trump enlists firms for offensive cyberattacks

* US to fully withdraw from Iraq by end-Sep

* US has total control of Hormuz: Trump

* Ukraine hits Russian warships, grain terminals

* Ukraine drones overwhelm US forces in war game

* Colombia OKs joint US ops against drug gangs

* US, Japan plan deepest-ever rare earth sea mine

* Gen Z moving funds from stocks to sports betting

* Lakers sold to Kushner, Iger for record $12.5B

AI & Tech

* KOSPI back into technical bull market

* Grok 4.7 to exceed all models in 3-4 weeks: Elon

* Grok 4.6 gets Cursor driven upgrade

* Brin urges Google to chase self-improving AI

* Google ups Pixel 11 prices $100 on memory costs

* Anthropic in talks to buy Decart AI for $6B

* Apple's base iPhone 18 to skip autumn launch

* Apple to pay publishers for AI-upgraded Siri

* DeepSeek V4-Pro hits big benchmark gains

* DeepSeek forms team to rival Claude Code

* SK Hynix invests $38B in two new memory fabs

* BofA to invest $250B in AI, chips and energy

* OpenAI-backed Thrive raises $2B for enterprise AI

* Cognition in talks to raise at $40B valuation

* Lovable raises $400M at $13.3B valuation

* Burry adds shorts on MU, ORCL and Nebius

* Cerebras plunges despite raising guidance

* SpaceX up 40% in 5 days as shorts flee

* AI could be 99% of SpaceX value in 5 yrs: Elon

@YEET: Crypto's Casino

Just passed $3B in lifetime volume!

gm