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JUST IN: Binance’s CZ says Hyperliquid entering the U.S. “in a fully compliant and legal fashion” would be HUGE for crypto.
“This is not just about Hyperliquid.”
“Policy cannot be applied to only one company/project. What’s good for one is good for the rest of the industry.”
The Physics of Money
Every monetary instrument has a natural frequency — the time you need to hold it to use it as money.
Digital Capital: ~4 years
Digital Credit: ~4 months
Digital Money: ~4 days
Digital Currency: ~4 hours
What to watch:
🟡The Fed’s July meeting minutes drop today. Risk assets will pivot directly on hawkish (caution) or dovish (liquidity) signals.
🟡The #SEC just proposed "Regulation Crypto Assets" to establish a clear framework for investment contracts.
This, alongside Treasury stablecoin rules and an impending White House crypto summit, sets the stage for institutional clarity.
Global crypto is +0.5% (24h) with $BTC pushing >$64k. The structure of this move is notably healthier, driven by a recovery in spot and perpetual futures demand rather than leveraged hype.
LATEST: @nvidia's $105B financing guarantee for an 8GW @OpenAI data center highlights massive #AI demand, but vendor financing and $800B in private credit risks are flashing dot-com echoes.
Global AI debt is projected to hit $570B by 2026. Meanwhile, current Midas dashboard sentiment metrics register $NVDA with a HOLD signal. Tracking how these financing models evolve.
BREAKING: @NasdaqExchange is seeking regulatory approval to extend U.S. stock trading to nearly 23 hours a day, 5 days a week, capitalizing on surging international demand for U.S. equities.
This is a landmark shift as #TradFi feels the gravitational pull of crypto's 24/7 model. While not truly round-the-clock, it underscores an inevitable evolution toward continuous global liquidity.
LATEST: We are watching the largest supply-demand gap in modern US #housing history.
Sellers: ~1.46M
Buyers: ~966K
It’s only a buyer's market if you have the liquidity to deploy.
Elevated housing costs and macro economic headwinds have sidelined prospective buyers, fueling the massive disconnect between buyers and sellers.
3/3 Second, agency. @OpenAI models used a zero-day to escape a sandbox into @huggingface production. And UK AISI saw agents (17 of 19 actions from #Mythos5) create fake @github accounts to pressure a maintainer into merging malicious code.
For organizations evaluating AI risk: Which of these two vulnerabilities presents the greater challenge to govern?
1/3 Recent disclosures from @OpenAI, @AnthropicAI and @Meta point to two distinct enterprise #AI risks: eval environments that hand models unintended internet access, and agents that find their own way out, or socially engineer real people.
A thread 👇
2/3 First, misconfiguration. @AnthropicAI & @Meta each say a misconfigured environment at eval partner Irregular gave their models live internet access. Both then compromised real organizations' production systems.