TDE.MC

The Decentralized Engr.⚡ | Diving into Crypto & Web3 🌐

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says he is ready for "strong military action" if Iran talks fail, per Axios.

Details include:

1. "We are in very deep talks with Iran. If they don't work out, we will go back to very strong military action," Trump said

2. When asked how long he's willing to give diplomacy, Trump said "not much time"

3. Trump said he decided to pause strikes on Friday because the countries that are mediating asked him to give negotiations another chance

US oil prices are now trading near $84/barrel.

[Coin Bureau @coinbureau]

JUST IN: Zcash's Ironwood upgrade goes live TOMORROW and could expose hidden fake $ZEC.

The upgrade, expected to go live on July 28 (13:00 UTC), could reveal whether a bug in its private Orchard pool was ever used to create fake ZEC.

As users move their ZEC to the new pool, every coin leaving the old pool will be counted.

If the total is higher than what was ever deposited, it could expose counterfeit ZEC.

[Bull Theory @BullTheoryio]

BREAKING: President Trump says US is holding "very deep talks" with Iran, per Channel 12.

He also warned "if they don't succeed, we'll return to very powerful military action."

[Bull Theory @BullTheoryio]

$1.05 TRILLION has been wiped out from US stocks in the last 2 hours after Iran said it is not holding any peace talks with the US.

[Coin Bureau @coinbureau]

🚨JUST IN: $1.7 TRILLION Franklin Templeton officially backs the CLARITY Act.

The firm says "it's time to provide the industry the clarity it needs."

The Senate has less than two weeks to pass the bill before the August recess.

[Brian Armstrong @brian_armstrong]

"If you're in crypto, pivot to AI."

I used to hear versions of this, and it's the wrong way to think about the world. It's zero sum, scarcity thinking.

Crypto is a general purpose technology. It's infrastructure, the same way electricity or the internet is infrastructure. It doesn't compete with the next big thing, because it underpins it. It's an *and*, not an *or*.

AI being a megatrend takes nothing away from crypto. If anything, it makes crypto more important.

AI agents will need their own financial infrastructure and will eventually transact far more per day than all humans combined. They can't open a bank account, they can't wait three days for a wire, they reside in one country. They need real time programmable money (and that's crypto).

Agents will need to hold funds and pay for things on their own. We pioneered this with the x402 protocol, Base, and USDC, which now power the vast majority of all agentic payments. Agents will also engage in trading and act as a financial advisor. They will raise or borrow money for new projects they are undertaking. They will eliminate tasks for us around tax planning, portfolio rebalancing, and bill pay.

Welcome to the world of Agentic Finance (AiFi). This is what Coinbase is building.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US stock market futures surge after the US and Iran halt strikes:

1. S&P 500: +0.7%
2. Nasdaq 100: +1.2%
3. Dow Jones: +0.6%
4. WTI Crude: -8.0%
5. Brent: -6.0%
6. Gold: +0.7%

The market is beginning to price-in a peace deal again.

[Coin Bureau @coinbureau]

Elon Musk: "I'll make another prediction, money won't matter in 2036."

Musk says when robots and AI are providing more goods and services than any human could possibly consume, money becomes meaningless.

"You want money for food, housing, transport, entertainment. If that is so abundant, what do you need money for in that case?"

[Ondo Finance @Ondo]

A breakout week for tokenization.

Tokenized holders passed 1 million, a global custody bank moved toward 24/7 settlement, and regulators aligned across borders.

Latest news ↓

1️⃣ BNY moves toward 24/7 tokenized Treasury settlement

BNY, the world's largest custody bank, plans to support round-the-clock settlement for tokenized and conventional US Treasuries in 2027, with tokenized Treasury pilots on its private blockchain beginning by year-end.

https://t.co/xybjBuwuSD

2️⃣ Tokenized asset holders surpass 1 million

Tokenized asset holders grew by more than 200,000 in a single week, a roughly 20% jump past 1 million total, as onchain RWA value climbed to approximately $36.6 billion.

https://t.co/9ThCJ7TvHW

3️⃣ Samsung Wallet to add native stablecoin support

Samsung announced at Galaxy Unpacked 2026 that Samsung Wallet will add native stablecoin support, placing dollar-pegged digital currencies inside an app installed on hundreds of millions of Galaxy devices.

https://t.co/HuYYjeU7Ic

4️⃣ US and UK align on tokenized finance roadmap

The US and UK Treasuries released a 10-point roadmap coordinating oversight of tokenized assets and stablecoins across both markets, including a private sector group to test cross-border tokenization.

https://t.co/Yi7yp4QZ0i

5️⃣ Ondo's Oasis Pro Markets secures FINRA authorization for US tokenized securities

Ondo's SEC-registered broker-dealer subsidiary Oasis Pro Markets received authorization to offer tokenized equities and funds to US institutional and retail investors under SEC and FINRA oversight.

https://t.co/hOt61bQ79M

[Bull Theory @BullTheoryio]

BREAKING: Iran says it's still exchanging messages with the US through mediators.

[Fox News @FoxNews]

Prime Minister Netanyahu explains what it will take to end the war with Iran.

"I think when this regime is either toppled or it's sufficiently weakened that it knows it has to end its nuclear program and has to change its course."

"That's really what President Trump is trying to achieve. And I backed him fully... But one way or the other, they have to end their nuclear program. And with a deal or without a deal, that has to come to an end," Netanyahu said. | @MariaBartiromo @SundayFutures @netanyahu

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Iran's Foreign Minister Araghchi says Ukraine attacked an Iranian commercial vessel and killed a sailor.

"What the freeloader in Kyiv did cannot go unanswered," Araghchi says.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Iran says it has halted retaliatory strikes against the US after President Trump called off US strikes for a second consecutive night.

[Coin Bureau @coinbureau]

🚨ALERT: Centralized crypto exchange BitMart announces it will shut down, following BitMEX.

New registrations, deposits and trading orders were suspended on July 26, with all trading set to end on August 26.

BitMart’s BMX token plunged roughly 63% in 24 hours.

[The Kobeissi Letter @KobeissiLetter]

Key Events This Week:

1. Markets React to US/Iran Pausing Strikes - Today, 6 PM ET

2. July Consumer Confidence data - Tuesday

3. July Fed Interest Rate Decision - Wednesday

4. Microsoft, $MSFT, Meta, $META, Report Earnings - Wednesday

5. July PCE Inflation data - Thursday

6. Apple, $AAPL, Amazon, $AMZN, Report Earnings - Thursday

7. July MI Consumer Sentiment data - Friday

8. July MI Inflation Expectations data - Friday

We have a huge week ahead.

[Crypto Rover @cryptorover]

🚨 NEXT WEEK'S VOLATILITY COULD BE SOMETHING WE SAW DURING THE TARIFF CRASH.

4 major things will happen together, and most people aren't paying attention to it.

1) Tariffs' reaction

Yesterday, the US announced its latest wave of permanent Section 301 tariffs, setting rates of 10% to 12.5% on 60 trading partners.

This happened around market close, so there wasn't much reaction.

But the same won't happen next week.

Other countries could retaliate, and the stock market could feel the tariffs' heat again.

2) US-Iran war

The US and Iran war has almost returned to March 2026 levels.

Few oil tankers are passing through Strait, and oil prices are rising.

When this happened last time, the stock market dropped 10% in a few weeks.

3) FOMC meeting

On Wednesday, FOMC meeting will happen.

Since the last FOMC meeting, CPI and PPI have dropped, but oil prices are going up again.

This means inflation risk is back, and the Fed can't ignore this.

Any hawkishness in the Fed dot plot, and everything will nuke.

4) BOJ meeting

This one is even more important than the FOMC.

Yen is at its weakest level in 40 years, and Japanese bond yields are surging on inflation fears.

Any hint of aggressive rate hikes or intervention from the BOJ could pump the yen, causing a massive carry trade unwind.

Remember August 2024?

The next unwind could be even more brutal.

[Crypto Rover @cryptorover]

Who is opposing the CLARITY Act?

At least 15 U.S. senators have either voted against it, publicly opposed it, or said they cannot support the current version.

9 voted against it in the Senate Banking Committee, while 6 more have since publicly withheld support for the current text.

Senate opposition remains strong.

[Coin Bureau @coinbureau]

JUST IN: Trump's $1.4 BILLION in crypto earnings is complicating CLARITY Act negotiations.

Senate Majority Leader Thune says he no longer expects the bill to pass before the August recess.

Polymarket odds of the CLARITY Act passing this year have dropped to roughly 1 in 3.

[Coin Bureau @coinbureau]

LATEST: 🇮🇷Iran’s Foreign Minister delivers a brutal jab to Marco Rubio’s proposal

🇺🇸Sec. of State Marco Rubio: "Iran could be the richest country in the Middle East if they trust the United States."

Abbas Araghchi: "Look how prosperous Syria, Afghanistan, and Iraq became after they trusted the United States."

[Coin Bureau @coinbureau]

JUST IN: Samsung reveals plans to bring native stablecoin support, the first in smartphone giants.

Samsung says its Samsung Wallet will support new forms of digital value, including stablecoins, claiming the move will make it "one of the first major mobile brands" to do so.

The company also reportedly demonstrated a $USDC interface with send, receive and top-up functions, although no issuer partner was announced.

Samsung, the world’s largest smartphone maker, has more than 1 BILLION active devices worldwide.