Coincamps

🔍 AI & Web3 News · All in One Place

[Coincamps @coincamps]

Today, a breakthrough in AI can affect chips, energy infrastructure, public markets, and digital assets at the same time. Important signals rarely stay inside one category. Coincamps brings these developments together, helping readers understand not only what happened, but why it matters.

What you’ll find on @Coincamps:

⚡ 24/7 Flash Updates
Follow fast-moving developments as they unfold, with concise updates designed for quick reading.
📰 In-Depth Articles
Go beyond the headline with broader context, background, and analysis of the forces shaping technology and markets.

🤖 AI & Technology Coverage
Track major models, agents, infrastructure, chips, cloud computing, enterprise adoption, and the companies building the next generation of technology.
🌐 Web3 & Crypto Intelligence
Stay informed about protocols, digital assets, regulation, security incidents, institutional activity, and changes across the wider Web3 ecosystem.

📊 Global Market Context
Understand how macroeconomics, policy, energy, capital, and geopolitics connect with emerging technology and digital markets.
🔗 Source-Linked Reporting
Where available, Coincamps connects readers with original sources so they can review the information and form their own conclusions.

🌍 English & Chinese Access
Switch between English and Chinese to follow important stories across regions and information ecosystems.
Coincamps is designed for founders, builders, researchers, operators, investors, and curious readers who want to spend less time searching and more time understanding.

We do not tell you what to think.
We help you see the signals, connect the context, and follow change as it takes shape.

Less noise. More signal.
Explore Coincamps: https://t.co/J20jmbWPPU

#Coincamps #Web3 #AI #CryptoNews #TechNews #MarketIntelligence

[Maurits @mauritsneo]

He Built a $550,000,000 App in 18 Months (fomo Co-Founder @seyong Full Interview)

[Coincamps @coincamps]

The UK Financial Conduct Authority and crypto exchange HTX are in settlement negotiations over alleged breaches of UK financial-promotion rules, with London’s High Court pausing litigation until the end of August.

The FCA’s case concerns marketing and promotion, not UK or EU sanctions. It alleges HTX was accessible to UK-facing users through English-language services, GBP support and UK ID verification.

Why it matters: A settlement could set an early enforcement precedent for how the FCA handles crypto promotion cases involving offshore exchanges.

Read the full article:
https://t.co/4bGgNdkJcC

[Coincamps @coincamps]

Tencent’s Q2 capital expenditure rose to $52.78 billion from $31.9 billion three months earlier as it accelerated AI investment.

Pony Ma said the company is building a “brand-new, AI-empowered Tencent,” centered on large models and the WeChat ecosystem.

Read the full article:
https://t.co/66Nt5kCMkP

[Coincamps @coincamps]

Researchers at https://t.co/RYqdcAWDfi, BCA LTD and NorthScan created a fake DeFi startup and recruited operatives linked to Lazarus Group's Famous Chollima.

Sandbox monitoring captured their remote-access workflows, AI tool use and supporting infrastructure.

Why it matters: A successful hire can give operatives long-term access to source code, systems and business processes.

Read the full article:
https://t.co/Yb1TbYAm0s

[Coincamps @coincamps]

A U.S. bank regulator has granted conditional approval for a bank charter to Trump-linked World Liberty Trust Company, according to a letter.

Read more:
https://t.co/mJzrJhrQwQ

[Coincamps @coincamps]

JPMorgan ended its banking relationship with Polymarket over regulatory concerns, The Wall Street Journal reported.

Read more:
https://t.co/t4McbyaIZA

[Coincamps @coincamps]

Trezor said a breach at logistics partner ShipMonk exposed the names, emails, phone numbers and full shipping addresses of 11,742 customers. Another 1,947 had names, cities and emails exposed.

Why it matters: Trezor said its wallets, private keys and backups were not compromised, but the data could enable targeted scams against people identified as hardware-wallet buyers.

Read the full article:
https://t.co/AGTxk8wPxk

[Coincamps @coincamps]

FOMO co-founder Se Yong said the social-driven meme trading platform has reached 1.3 million users and is adding about 30,000 users daily.

He said FOMO was built around real-time visibility into who is buying, market moves and shifting sentiment, while aiming to reduce the friction of moving funds and trading across chains.

Why it matters: FOMO is positioning social activity and mobile trading as core parts of the trading experience, rather than building another professional meme trading terminal.

Read the full article:
https://t.co/XRbo5vSSBl

[Coincamps @coincamps]

Tether said KPMG US completed its first independent audit of Tether International’s 2025 financial statements, issuing an unmodified opinion. Tether said reserve assets exceeded liabilities by $6.814 billion at year-end.

The full audit report has not been published, leaving the audit scope, reserve-asset breakdown and related-party disclosures unavailable for independent review.

Read the full article:
https://t.co/1uz8Bj0hY7

[Coincamps @coincamps]

SanDisk's FY2030 framework and buyback policy have prompted third-party estimates that CY2030 EPS could approach $700 to $787, assuming high margins, strong cash conversion and repurchases averaging about $1,500 per share.

Management targets high-double-digit revenue growth from FY2028 to FY2030, with roughly 80% gross margin, 75% operating margin and 50% adjusted free-cash-flow margin. It has committed to return 100% of excess free cash flow after reinvestment and maintaining a debt-free balance sheet, primarily through buybacks.

Why it matters: The EPS outcome is highly sensitive to NAND pricing, realized margins, free cash flow and the average buyback price. The $1,500 repurchase assumption and projected EPS are third-party model inputs, not company guidance.

Read the full article:
https://t.co/kKoMUUB8es

[Coincamps @coincamps]

X Algorithm Update

Recommendations have changed: X now predicts what users will do after viewing a post—not just likes. Copying a link and sharing it has the highest weight (+20), followed by replies, quotes, DMs, and follows. “Not interested,” mute, block, and report actions hurt distribution.

Likes barely matter: A like is worth just 0.5 points, while profile visits are worth 0. Stop begging for likes—getting followers to copy and share the link is far more effective.

Follower growth = follow conversion: The algorithm predicts whether viewers will follow after reading. Trending posts may bring views, but highly focused niche content converts better and drives sustainable growth.

How to recover from reduced reach: If your traffic suddenly drops, check for spam or suspicious-activity labels. Then publish 10–20 highly focused posts to help the algorithm relearn your audience.

Posting discipline matters: When multiple posts are published close together, the second post drops to 0.625× weight, with the third even lower. 3–5 high-quality original posts per day is enough; spend the rest of your time engaging through replies. Posts older than 48 hours have little chance of further recommendation.

“Under the Hood” is here: X has launched a feature that lets users check whether their accounts or posts have limited visibility. It is currently being tested with a random group of users who post 10+ times per month and have accounts older than one year.

Content strategy: Create content people want to repost—airdrop intel, real experiences, memorable takes, on-chain observations, etc. Videos longer than 10 seconds may get an extra boost. Avoid triggering mutes, blocks, or reports.

[Coincamps @coincamps]

#NewFeature @X has launched a shadowban detection tool that lets you check whether your account or posts are being suppressed by its recommendation algorithm.

Under normal circumstances, both posts and accounts should have 0 labels. If the recommendation system considers the content problematic, it will assign labels. The more labels you receive, the greater the reduction in visibility, and the lower the chances of your content being recommended.
https://t.co/ikJQZQxF3n

[Coincamps @coincamps]

#NewFeature @X has launched a shadowban detection tool that lets you check whether your account or posts are being suppressed by its recommendation algorithm.

Under normal circumstances, both posts and accounts should have 0 labels. If the recommendation system considers the content problematic, it will assign labels. The more labels you receive, the greater the reduction in visibility, and the lower the chances of your content being recommended.
https://t.co/ikJQZQxF3n

[Coincamps @coincamps]

Hong Kong’s dollar stablecoin push has cooled sharply since the first two licenses were issued to Standard Chartered-led Anchorage Fintech and HSBC Hong Kong.

Standard Chartered has moved ahead with a global stablecoin strategy and began issuing HKDAP to institutional distributors and professional investors. HSBC’s project is scheduled for the second half of 2026, with the bank reportedly favoring tokenized deposits over stablecoins because issuance could weaken its deposit-based business.

Licensed crypto exchanges and potential use-case partners are also taking a wait-and-see approach, leaving the sector with limited momentum beyond the two licensed issuers.

Why it matters: The cautious response highlights the broader difficulty of building non-dollar stablecoins when institutions lack clear commercial incentives and distribution demand.

Read the full article:
https://t.co/ZWX5DfSOqh

[Coincamps @coincamps]

BofA kept its Buy rating and $2,500 target on SanDisk, projecting about $100B in cumulative FY2028-30 free cash flow based on long-term guidance.

Why it matters: $93.9B in contracts with eight customers improves NAND visibility, but 80% gross margins still depend on supply discipline and AI inference demand.

Read the full article:
https://t.co/XBVAlmeWOl

[Coincamps @coincamps]

X has published its recommendation algorithm, showing that post exposure is ranked for each reader based on predicted actions and their weights, rather than a single universal score.

Copying or sharing a link carries a weight of 20, while replies and quotes are weighted at 5, follows at 4, reposts at 1 and likes at 0.5. The model weighs both the likelihood of an action and its value.

Why it matters: Posts that prompt useful sharing, informed replies or quotes may rank better than content designed mainly to collect likes.

Read the full article:
https://t.co/yG1k8gw6YL

[Coincamps @coincamps]

Zenith Arc, an Oklahoma data center project, is planning a proposed $2.25 billion green bond, Bloomberg reported. Moody's rated the senior secured notes Ba2; proceeds would fund the computing facility and substation.

Why it matters: A Jane Street subsidiary's long-term triple-net lease gives creditors contracted rent while shifting utilities and other operating costs to the tenant. Pricing and delivery have not been publicly confirmed.

Read the full article:
https://t.co/IbjM2GrUwF

[Coincamps @coincamps]

Michael Burry's Substack newsletter, Cassandra Unchained, has surpassed 300,000 subscribers after 231 days, according to Burry.

The newsletter costs $39 a month or $379 a year. At the annual price, 300,000 paid subscribers would imply about $113.7 million in yearly revenue, but that is a theoretical upper limit: Substack's count includes free readers, Burry did not disclose the paid-subscriber share, and platform fees are excluded.

Read the full article:
https://t.co/QsoFzYiGA9

[Coincamps @coincamps]

Q2 results showed Bitcoin mining revenue and profits under pressure even as some operators expanded output.

MARA’s revenue fell 27% year on year to $174.9 million and it reported a $611.3 million net loss, including a $343 million unrealized Bitcoin fair-value loss.

AI and high-density hosting are becoming a material alternative: Core Scientific generated $136.7 million in hosting revenue, about 83% of its quarterly total.

Why it matters: the results show a widening divide between miners still reliant on Bitcoin economics and those already recognizing data-center lease revenue.

Read the full article:
https://t.co/NKGk6wfWcs

[Coincamps @coincamps]

NFT activity on Robinhood Chain has drawn fresh attention after Beeple depicted Robinhood CEO Vlad Tenev holding Cash Cat with the caption “Robinhood is saving NFT.” Tenev replied: “Someone’s gotta do it.”

Cash Cat’s floor price rose about fivefold in two days to roughly $660 before retreating to around $375. Meanwhile, Robinhood-native StonkBroker briefly topped 13 ETH, or about $25,000, per NFT, surpassing Bored Ape Yacht Club on individual prices, before holding near 11.75 ETH.

Read the full article:
https://t.co/UnqPYWRC0X

[Coincamps @coincamps]

Gemini reported Q2 revenue of $45.5 million, up 37% year over year, even as spot trading volume fell 66% to $3.8 billion.

Credit card revenue reached $16.2 million, surpassing $12.5 million in exchange revenue.

Why it matters: Card receivables more than 30 days overdue rose to 9.4% from 3.8% in the prior quarter.

Read the full article:
https://t.co/WeN201n8aZ