1️⃣ Circle Internet Group reported Q2 earnings above forecasts, though revenue missed analyst expectations. The stablecoin issuer also raised its 'other' revenue outlook, driven by token sales. #Crypto #Macro 🗞️ bloomberg.com

A former LAPD officer was sentenced to life plus 15 years for leading an armed robbery in which his crew posed as police to steal $350K in #Bitcoin from a 17-year-old in a Los Angeles high-rise. 🔒 🗞️ decrypt.co

Ex-LAPD Officer Gets Life Plus 15 Years Over $350K Bitcoin Robbery

Eric Halem and his crew wore police vests to enter a Koreatown high-rise, then handcuffed a 17-year-old and took his hard drive.

decrypt.co

Japan's yen interventions signal a broader shift: the dollar's reserve currency dominance is quietly eroding as central banks diversify away from USD assets. 📉 #Macro #Forex 🗞️ ft.com

1️⃣ The real winners of the AI boom aren't just the model builders. Europe's established tech giants like SAP and Capgemini are surging as large organisations realise that integrating AI into complex, legacy systems is the true battleground. 🇪🇺 🗞️ @reuters.com

Europe's established tech firms emerge as unexpected AI winners

The AI boom was widely expected to favour the new companies building the models. Recent earnings suggest it ‌is some of Europe's biggest, well-established technology groups that are emerging as AI ben...

reuters.com

Three Missouri men have pleaded not guilty to conspiracy charges after an alleged plot to steal #Bitcoin through home invasion. The case highlights growing physical security risks tied to digital asset ownership. 🗞️ theblock.co

The #SP500 logged its 25th record close of 2025, ending a 42-day streak without a new high. Investors who held through the recent momentum-driven selloff have seen portfolios recover as markets stabilized. 📈 🗞️ marketwatch.com

Emerging-market currencies rebounded Tuesday as optimism over potential U.S.-Iran peace talks lifted sentiment. #Oil dipping below $80/barrel added to the shifting macro backdrop driving EM #Forex moves. 🗞️ bloomberg.com

#SP500 hit a record high after Treasury Secretary Bessent signaled an imminent deal to reopen the Strait of Hormuz, following agreement between Iranian and Omani negotiators on a temporary shipping arrangement. 🛢️ 🗞️ ft.com

REITs have shown resilience against elevated interest rate pressure at the earnings season midpoint, defying expectations that higher borrowing costs would weigh more heavily on sector performance. #Stocks #Bonds 🗞️ seekingalpha.com

Earnings Halftime: REITs Defy Rate Pressure

seekingalpha.com

1️⃣ #Stocks futures pointed higher as a fresh wave of corporate earnings moved markets, with notable gains in Palantir and Caterpillar shares leading the pre-market session. 📈 🗞️ yahoo.com

Stock market today: Dow, S&P 500, Nasdaq futures rise as earnings roll in, Palantir and Caterpillar stocks jump

finance.yahoo.com

Nigeria's state oil firm NNPC secured a $4.5B loan, with proceeds directed toward boosting foreign-exchange reserves and infrastructure spending. The arrangement signals continued reliance on oil-backed financing as Nigeria navigates FX pressures. #Macro #Oil 🗞️ bloomberg.com

1️⃣ The EU’s MiCA regulation is finally live, but it might not be the rulebook for your tokenised real-world asset (RWA). MiCA is a residual regime—it only covers crypto-assets that aren't already governed by traditional financial law. 🇪🇺 🗞️ @hackernoon.com

MiCA May Not Be the Rulebook for Your Tokenized Asset | HackerNoon

Many tokenized real-world assets fall outside MiCA. Here’s how MiFID II, securities law, and the DLT Pilot Regime shape their EU treatment.

hackernoon.com

A new Solana governance proposal, SGP-0003, would increase daily SOL burns from $47K to $650K by overhauling fees and doubling the disinflation rate. It requires 40M more SOL in validator support within two weeks to proceed to a vote. #Crypto 🗞️ coindesk.com

A new Solana proposal would take daily SOL burns from $47,000 to $650,000

SGP-0003 bundles a fee overhaul with a doubling of the disinflation rate. It needs 40 million more SOL of validator support in two weeks to reach a vote.

coindesk.com

Caleb & Brown is entering the UK market, targeting high-net-worth individuals through boutique brokerage services rather than competing directly with retail platforms. The move signals growing institutional appetite for tailored #Crypto exposure. 🌍 🗞️ cointelegraph.com

Caleb & Brown expands to UK, betting on untapped crypto demand

The boutique brokerage will focus on high-net-worth clients rather than competing with retail crypto exchanges.

cointelegraph.com

1️⃣ Stock-market timers have sharply pulled back their exposure to equities, a shift that contrarian analysts say is historically #Bullish for the broader market. 📉 🗞️ marketwatch.com

Global governments are running persistent budget deficits with little sign of fiscal correction, yet #Bonds markets have remained relatively tolerant of the borrowing so far. How long that patience lasts remains an open question. 📊 🗞️ ft.com

Copper is flowing into the US at the fastest rate in 12 years as traders position ahead of Trump's expected tariff decision on refined imports. The surge reflects pre-tariff front-running behavior seen across several #commodities markets. 📦 🗞️ bloomberg.com

If the Clarity Act fails to pass, Bernstein expects the SEC and CFTC to accelerate #Crypto rulemaking through Project Crypto, shifting the regulatory path from Congress to agency-level action. 🏛️ 🗞️ theblock.co

1️⃣ #Rates markets are in a phase of price discovery, searching for equilibrium levels after recent volatility driven by shifting central bank expectations and macroeconomic data surprises. 🗞️ seekingalpha.com

Rates Spark: Rates Are Seeking New Levels To Settle

seekingalpha.com

Wall Street firms are increasingly adopting blockchain to modernize financial market infrastructure, though regulators and analysts warn that systemic risks from the technology remain a key concern. #Macro #Stocks 🗞️ ft.com

Maple Finance pivoted from a consumer-facing app to B2B infrastructure after revenue dropped from $80M to $20M during the crypto bear market. OTC lending now stands at $260M outstanding, with a $1B target by year-end. #DeFi 🗞️ coindesk.com

Why a DeFi platform ditched its consumer app to become the secret backend for tech giants

Revenue fell from $80 million to $20 million in the bear market. OTC lending at $260 million outstanding is the fastest-growing line, targeting $1 billion by year-end.

coindesk.com

Warren Buffett has long endorsed low-cost S&P 500 index funds as the most practical long-term vehicle for most people. His preference reflects a broader case for passive exposure over active management. #ETF #SP500 🗞️ yahoo.com

Warren Buffett keeps pointing at the same ETF for a reason

finance.yahoo.com

The yen is holding steady as traders remain cautious following last week's coordinated Japan-US intervention, which sparked a sharp rebound. Markets are watching closely for further action as authorities signal readiness to defend the currency. #Macro 🗞️ bloomberg.com

1️⃣ Russia has issued a decree banning #Crypto mining across the Moscow region until 2032, citing concerns over electricity consumption and potential energy shortages. 🗞️ theblock.co

Amazon's Anthropic paper gains are distorting #SP500 earnings growth metrics, as unrealized investment gains inflate reported profits. This highlights how mark-to-market accounting on AI investments is reshaping headline earnings figures this season. 🗞️ marketwatch.com

J.P. Morgan warns that appointing Kevin Warsh as Fed Chair could trigger inflation concerns, potentially delaying rate cuts. The bank flags that Warsh's views on monetary policy may unsettle markets expecting easing. #Fed #Macro 🗞️ yahoo.com

J.P. Morgan drops Fed rate bombshell over Warsh, inflation

finance.yahoo.com

Earnings season is revealing that AI exposure doesn't guarantee uniform stock performance. Investors are finding that company-specific fundamentals matter more than broad AI themes, as results diverge sharply across the sector. #Stocks 🗞️ bloomberg.com

1️⃣ The U.S. Q2 GDP report shows red-hot #Inflation alongside strong real domestic private-sector demand, with the debt-to-GDP ratio easing to 121.5%. 📊 🗞️ seekingalpha.com

Red-Hot Inflation And (Inflation-Adjusted) Strong Domestic Private-Sector Demand Marks Q2 GDP - Debt-To-GDP Ratio Dips To 121.5%

seekingalpha.com

CZ cautioned #Bitcoin holders following a ~$70M Coldcard wallet exploit, advising distribution of funds across multiple wallets. Galaxy Research estimates losses at nearly double initial figures. 🔐 "Nothing is 100% secure," he noted. 🗞️ decrypt.co

CZ Warns Bitcoin Holders After $70 Million Wallet Exploit: 'Nothing Is 100%'

The Binance founder urged holders to spread funds across multiple wallets as Galaxy Research put the toll from the Coldcard exploit at roughly $70 million—nearly double the initial estimate.

decrypt.co

Suriname's offshore oil development, backed by TotalEnergies and APA Corp, is moving toward first production as the $26B project nears completion. The small South American nation stands to see major fiscal transformation from oil revenues. #Oil #Macro 🗞️ yahoo.com

Suriname's $26 Billion Oil Bet Is Finally Paying Off

finance.yahoo.com