AI IS COMPRESSING DECADES OF ADOPTION INTO JUST A FEW YEARS 🤯
ChatGPT has reached nearly 800 million users in under three years.
By comparison, the internet took more than a decade to achieve similar adoption.
Distribution has changed. Computing has changed. Now AI is changing how people use both.
What does the world look like when AI reaches 2 billion users?
FTX TO DISTRIBUTE ANOTHER $900 MILLION TO CREDITORS
FTX will begin its fifth round of creditor repayments on July 31, distributing approximately $900 million to eligible claimants through BitGo, Kraken, and Payoneer. Funds are expected to arrive within 1–3 business days.
Since repayments began, the FTX estate has returned around $10 billion to creditors. Smaller "convenience" claims have reached 120% recovery, while many larger customer claims have now recovered 103–105% of their allowed claim value, based on the dollar value of assets at the time of FTX's bankruptcy in 2022.
JUST IN: US DOLLAR RIPS TO ONE-YEAR HIGH
The DXY index just hit 101.2, its highest level since May 2025.
The rally is being driven by a mix of safe-haven demand, rising geopolitical uncertainty around US-Iran, and growing expectations that the Fed may hike again this year.
SPACEX WENT FROM A $3 TRILLION DARLING TO A 31% SELLOFF IN DAYS 💥
$SPCX has fallen from $225.64 to $154.60.
That's nearly $1 TRILLION in value erased from the peak.
The rally was historic... so is the unwind.
Chart: https://t.co/hwSejCWHx5…
JUST IN: 🚨STRATEGY BUYS 520 $BTC FOR ~$35M
Michael Saylor's Strategy sold 2.71M $MSTR, using some of the proceeds to grow their Bitcoin holdings to a whopping 847,363 BTC.
Strategy also increased its $USD Reserve to $1.4B, a $300M jump.
🇺🇸 SENATE EMERGENCY PUSH FOR CLARITY ACT
Senate leadership is holding emergency meetings this week to try and save the Clarity Act before the clock runs out.
CLARITY will finally give the US the crypto rulebook its been waiting for.
SAYLOR SHARES THE STRATEGY BUY TRACKER
Looks like another Strategy Bitcoin purchase will be announced soon as Michael Saylor posts a screenshot of buys and says:
"Looks better with more dots." 🟠
HUGE: 🔥 SOLANA TOKENOMICS UPGRADES CONFIRMED FOR 2026
SIMD-550 doubles disinflation to 30%, reducing emissions by an estimated $1.36B over six years.
SIMD-553 adds a burned resource fee potentially lifting daily $SOL burns from ~650 to as high as 9,000.
🇺🇸 FED RATE HIKE NOW PRICED FOR SEPTEMBER 2026
For the July meeting, the base case is still 350–375 bps (no change) at 61.5%.
But by September, markets are pricing moves up to 375–400 bps at 51.7%, with another 22.0% odds of going even higher to 400–425 bps.
JUST IN: 🇺🇸 FBI IS CRACKING DOWN ON CRYPTO SCAMS
FBI Director Kash Patel says:
"Crypto Fraudsters have been scamming and taking advantage of the America people for too long."
"No more! This FBI will find you, and we will bring you to justice!"
SPACEX JUST LOST UP TO $500 BILLION IN VALUE
$SPCX has fallen from $225 to $185 in just 48 hours.
And despite the selloff, shares are still up ~37% from the $135 IPO price.
Bubble popping or dip buying opportunity? 👀
Chart: https://t.co/hwSejCWHx5…
SPACEX JUST LOST UP TO $500 BILLION IN VALUE
$SPCX has fallen from $225 to $185 in just 48 hours.
And despite the selloff, shares are still up ~37% from the $135 IPO price.
Bubble popping or dip buying opportunity? 👀
Chart: https://t.co/hwSejCWHx5…
JUST IN: 🇺🇸 FED DROPS VERY FIRST GENIUS ACT RULE
The Federal Reserve issues a joint proposal requiring payment stablecoin issuers to maintain customer identification programs 👀
JUST IN: 🚨G7 LEADERS CALL FOR COORDINATED EFFORT AGAINST 🇰🇵 NORTH KOREA'S CRYPTO THEFTS
Crypto remains a prime funding target for North Korea: Lazarus Group was blamed for Bybit’s $1.5B breach, while DPRK-linked actors stole an estimated $1.34B in 2024.
TOKENIZED ETFS SMASH ATH -- $ETH DOMINATING WITH 74.5% 🚀
Across 8 chains, RWA capital is choosing Ethereum as the default settlement layer while Solana takes 15% and BNB Chain holds 5.1%.
The institutions have chosen.
🇺🇸 NEW FED CHAIR = NEW MARKET TEST
The S&P 500 has been lower in every new Fed chair’s first 90 days, with an average -12% drawdown.
Kevin Warsh chairs his first FOMC today, and crypto usually feels macro volatility first.
CITI SEES AN $8 TRILLION TOKENIZATION MARKET BY 2030
Tokenized assets today: ~$17 billion
Citi's 2030 forecast: $8 trillion
The race to bring stocks, bonds, and other assets on-chain is accelerating. 🚀
ELON MUSK NOW WORTH MORE THAN BITCOIN'S TOTAL MARKET CAP
Elon: $1.4T
$BTC: $1.3T
Bitcoin's entire supply (21M coins forever) is now valued less than one person’s stake in Tesla + SpaceX.
We are so early. 🚀