Bithumb: Notice of Temporary Suspension of Deposits and Withdrawals for 2 NEO Network-Based Virtual Assets (From 6:00 PM on 07/31)
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Bithumb: Notice of Temporary Suspension of Deposits and Withdrawals for 2 NEO Network-Based Virtual Assets (From 6:00 PM on 07/31)
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twitter7/27meme
Morgan Spector will take on the role of Robert Langdon in an all-new series based on Dan Brown's "The Secret of Secrets"
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quote: With all due respect to Washington's efforts to shape the policies of Iraq's new government, one reality remains unchanged: Iran maintains a deep and active presence inside Iraq, both directly and through its network of armed partners.
Recent reports suggest that the actors involved may not necessarily be the well-known groups such as Kataib Hezbollah or al-Nujaba. It is entirely plausible that some operations are being conducted by networks working directly under the guidance of IRGC officers inside Iraq, allowing Tehran greater deniability while preserving operational control.
At the same time, there is growing evidence of close coordination between the Houthis and Iraqi Shiite armed groups. It is therefore possible that Yemeni operatives based in Iraq also played a role in planning or facilitating recent attacks, including target selection.
The attack launched from Iraq toward Jordan reinforces a broader trend: Iraq has become one of Iran's most important platforms for projecting power through proxies beyond Iranian territory.
The picture that emerges is not of isolated actors, but of an increasingly coordinated network linking Iran, the Houthis, and Iraqi armed groups in pursuit of shared strategic objectives.
The Houthis show no sign of backing down. They appear determined to continue targeting Saudi energy infrastructure until Riyadh lifts the blockade they believe is being imposed against them.
In this context, attacks originating from both Yemen and Iraq could intensify, further increasing pressure on Saudi Arabia. Riyadh may soon face a difficult strategic choice: absorb continued attacks in the hope of avoiding a broader regional war, or respond militarily despite the risk of significant escalation.
From the Houthis' perspective, the calculus appears straightforward. They seem convinced they have little left to lose and are therefore unlikely to be deterred from continuing to strike strategic Saudi targets if they believe doing so advances their objectives.
#IranWar | BREAKING: Saudi Arabia says it intercepted a number of drones targeting oil facilities in the Eastern Province over the last few hours. Riyadh says the drones were launched by Iranian-backed militias from Iraqi territory.
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news7/26news
Battle Test: A Runaway Bot vs. the Risk Engine
On Saturday afternoon, a trading bot malfunctioned and briefly became most of the market in HYPE and ZEC on Lighter. HYPE printed $60.96 and $56.31 within half a minute of each other while the rest of the world traded it near $58. It was a real battle test of the risk engine, at size, on mainnet.
TL;DR: Everything worked as expected. Prices recovered within a minute, there were no liquidations across the market, and the losses were limited to the account that caused them. Full breakdown below. All numbers come directly from exchange data and were verified using two separate methods.
The Bot
The account was funded with $500k (deposited two hours before its first trade on July 15) and spent ten quiet days as a small taker bot: 12,028 fills, median fill ~$54, $3.5M total volume, always the taker (zero maker fills), zero fees paid.
Then, at 4:14 PM on Saturday, its sizing logic broke.
Five Minutes of HYPE
In five minutes the bot round-tripped $27.0M of HYPE, 74.2% of the entire market's volume. It flipped its position from +13.1k to −51.9k to +100.2k to −74.2k HYPE, buying its own slippage on every flip. The price briefly moved between $56.31 and $60.96 before returning to normal within a minute after the activity stopped. Over the same period, HYPE on Hyperliquid stayed between $57.83 and $58.13.
The bot then moved to ZEC and repeated the same pattern with larger size, trading $220.8M in taker volume, or 86.7% of the market, from 4:29 to 7:39 PM. ZEC briefly jumped from $478 to $521 on Lighter, while trading between $479.9 and $486.0 on Hyperliquid. After that, it traded smaller sizes across a few other markets until 12:30 AM Sunday, when it stopped trading.
Risk System Response
No liquidations: During both bursts, there were no liquidation or ADL fills for the bot or any other trader. On an exchange that marks positions using the last traded price, moves like these could have liquidated other users. Lighter instead marks positions using a manipulation resistant fair price based on the median of the order book impact price, the index price with a capped EMA premium, and CEX mark prices, so short lived price spikes like these do not affect anyone's margin.
No runaway losses: When the bot's account value fell below its initial margin requirement, the risk engine stopped letting it grow its position: 801 market orders were rejected (order status "canceled-margin-not-allowed") against 1,002 filled on July 25 alone. Margin checks run in the same verifiable circuits as order matching and liquidations. They are enforced on every transaction, with no discretion involved, so a malfunctioning bot can only burn its own collateral.
Where the Money Went
The bot lost ~$226k on HYPE and ~$218k on ZEC in the bursts alone. By the time it went flat, $482k of its $500k was gone, leaving $18k, all of it the operator's own funds. Lighter charges standard accounts zero fees, so the exchange took nothing.
On the other side, LLP (Lighter liquidity pool), earned about $143k across the two bursts, and 40 independent accounts, none affiliated with the bot or the protocol, each made more than $1k by providing resting limit orders that were filled in strict price time priority. The largest winner earned about $38k across HYPE and ZEC. Frontend data also showed traders using the new Chase Limit order type at roughly twice the normal rate during the event. One trader used it through both bursts and finished among the top five winners with about $13.7k .
Why This Matters
Writing a trading bot has never been easier. Neither has losing six figures in minutes to one line of bad sizing logic. The market structure did its job here: prices self-healed in a minute, nobody got liquidated, and the losses stayed on the account that caused them.
If you're building a bot, build on rails designed for it: Lighter's official Python and Go SDKs (with runnable examples), the API docs, and lighter-agent-kit for AI-agent trading. All of it is open source and runs on an exchange with an independent audits. The audit reports, including Nethermind's, are available in Lighter's docs. Start small, keep your order sizes in check, and remember: the margin engine is your last line of defense, not your first.
Be careful with your trading software. Stay safe out there.
Methodology: Fills, orders, and hourly account snapshots from Lighter's databases; PnL computed two independent ways (trade flows + window-end marks vs. protocol oracle marks + funding), agreeing within 0.05% (HYPE) and 0.7% (ZEC); prices cross-checked against Hyperliquid's public API; Chase Limit usage from frontend telemetry matched to exchange fills; funding trail verified on-chain (Ethereum).
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1/3 At least 7 Saudi-flagged tankers in ballast (empty) have made their way from Asia to the Gulf of Aden, and Arabian Sea. These are the ones to watch amid the Houthi threat, which should not be underestimated. On Friday, July 24, a Saudi-flagged vessel "witnessed a splash from an unknown projectile in close proximity" to it, based on a JMIC report. The vessel and crew were reported safe.
In addition to these empty oil tankers ( not posting names) that will be watched to see how they will transit the Red Sea, at least one Saudi-flagged container ship has paused its voyage in the Gulf of Aden and has been off Salalah, Oman, for some days now. This vessel is linked to a Saudi maritime feeder and liner services.
Some tankers carrying Saudi crude have recently transited the Bab al-Mandeb (BaM) normally heading to Asia. The main targets for the Yemeni group are vessels linked to the Kingdom of Saudi Arabia.
#Shipping #OOTT #Houthis #RedSea
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news7/25news
THIS WEEK IN MEDIA - 7/17-7/24
THIS WEEK IN MEDIA - 7/17-7/24
Read
TheStreet: Ramp opens stablecoin accounts to every business, settling on Solana
The Block: Jito Rolls Out JTX Self-Custodial Trading Platform for Solana Tokens and RWAs
Crypto Briefing: Solana Tokenized Equities Hit $52M Weekly Lending Record
CoinDesk: Mubadala Capital Tokenizes Private Markets Fund on Solana, Sui, Base as Coinbase Takes Exposure
Fortune: Coinbase Invests in Tokenized Version of Abu Dhabi's Sovereign Wealth Fund
The Street: Solana's Tokenized Asset Volume Hits $5.8 Billion in a Record Quarter
Decrypt: Morgan Stanley Launches Bitcoin, Ethereum, and Solana Trading on E*Trade
CryptoNews: Solana News: Beezie Goes Live on the Network — A New Era Begins
Blockworks: Solana Q2 Token Holder Report
SolanaFloor: Raydium Opens DeFi Liquidity to Regulated Assets With Permissioned AMMs
Watch
CNBC: Lily Liu — The Clarity Act Could Put the US at the Forefront of Digital Innovation
Fundstrat Direct Webinar: Market Structure, Rulemaking, and Crypto's Regulatory Road Ahead — Kristin Smith, Miller Whitehouse-Levine & Colin McLaren of Solana Policy Institute
The Peel with Turner Novak: Anatoly Yakovenko — Building a Better Nasdaq on Solana
Listen
The Stack with Ilan Gitter: Exploring Cryptography and Blockchain Innovation with Vitor Py — Sol Strategies
Latency with Taylor Fox: How Crypto and NFTs Supercharge Consumer Apps - Reid Moncada
Solana is Global with Alex Scott: How LootGo Uses Location-Based Gaming to Onboard Mainstream Users to Solana
The Understory with Emon Motamedi: From Founding Indiegogo to Backing the Next Generation of Founders, A Deep Dive with Slava Rubin
When Shift Happens, featuring Mert Mumtaz
Jupiter’s Kash Dhanda on Genfinity
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Twitter7/24news
Gen Z Dominates Binance’s Stablecoin-Based Stock Trading, Accounting for 44% of Users
Binance Research said Gen Z is the largest user group for its stablecoin-based stock products, accounting for 44% of both Binance Direct Stocks and bStocks users, as well as about 45% of TradFi perpetual users. Among users who have adopted all three products, Gen Z accounts for 48%. Its share of newly onboarded TradFi users rose from 41% in January 2026 to 47% in July. Gen Z users generated approximately $80 billion in TradFi trading volume year-to-date, with monthly volume compounding at around 24%. More than 90% of TradFi users across all generations are based in emerging markets.
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twitter7/24meme
Gen Z Dominates Binance’s Stablecoin-Based Stock Trading, Accounting for 44% of Users
Binance Research said Gen Z is the largest user group for its stablecoin-based stock products, accounting for 44% of both Binance Direct Stocks and bStocks users, as well as about 45% of TradFi perpetual users. Among users who have adopted all three products, Gen Z accounts for 48%. Its share of newly onboarded TradFi users rose from 41% in January 2026 to 47% in July. Gen Z users generated approximately $80 billion in TradFi trading volume year-to-date, with monthly volume compounding at around 24%. More than 90% of TradFi users across all generations are based in emerging markets.
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Hanami7/24news
Gen Z Dominates Binance’s Stablecoin-Based Stock Trading, Accounting for 44% of Users
Binance Research said Gen Z is the largest user group for its stablecoin-based stock products, accounting for 44% of both Binance Direct Stocks and bStocks users, as well as about 45% of TradFi perpetual users. Among users who have adopted all three products, Gen Z accounts for 48%. Its share of newly onboarded TradFi users rose from 41% in January 2026 to 47% in July. Gen Z users generated approximately $80 billion in TradFi trading volume year-to-date, with monthly volume compounding at around 24%. More than 90% of TradFi users across all generations are based in emerging markets.
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Hanami7/24news
On Aptos, stake is infrastructure.
Staking APT has always helped secure the network and let users receive staking rewards. Now it can do more.
Aptos has been shifting to performance-driven tokenomics, with supply increasingly tied to real network activity. AIP-146 extends that — letting stake itself do functional work.
Back a transaction with significant staked APT, and you can unlock higher transaction limits: the extra capacity the heaviest onchain workloads demand — liquidations, complex DeFi operations, large state migrations, emergency actions.
The more you stake, the higher your limits scale: 2x, 4x, up to 8x. Access is gated by the size of your stake, not open to anyone, and every request is validated onchain.
Here's why that matters. Users shouldn't have to trust an off-chain market or order book to manage their funds and settle their trades. With fully onchain markets, they can verify everything themselves.
Fully onchain means every operation runs onchain: liquidations, complex DeFi, risk management. AIP-146 gives even the heaviest of them more room to run, with staked APT as the key.
Authored by @AptosLabs' @GeorgeMitenkov. Learn more: https://github.com/aptos-foundation/AIPs/blob/main/aips/aip-146-staking-based-transaction-limits.md
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Twitter7/24news
On Aptos, stake is infrastructure.
Staking APT has always helped secure the network and let users receive staking rewards. Now it can do more.
Aptos has been shifting to performance-driven tokenomics, with supply increasingly tied to real network activity. AIP-146 extends that — letting stake itself do functional work.
Back a transaction with significant staked APT, and you can unlock higher transaction limits: the extra capacity the heaviest onchain workloads demand — liquidations, complex DeFi operations, large state migrations, emergency actions.
The more you stake, the higher your limits scale: 2x, 4x, up to 8x. Access is gated by the size of your stake, not open to anyone, and every request is validated onchain.
Here's why that matters. Users shouldn't have to trust an off-chain market or order book to manage their funds and settle their trades. With fully onchain markets, they can verify everything themselves.
Fully onchain means every operation runs onchain: liquidations, complex DeFi, risk management. AIP-146 gives even the heaviest of them more room to run, with staked APT as the key.
Authored by @AptosLabs' @GeorgeMitenkov. Learn more: https://github.com/aptos-foundation/AIPs/blob/main/aips/aip-146-staking-based-transaction-limits.md
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Anchorage CEO says tokenized deposits are the most underestimated area in crypto today
This is an article based on a Talking Tokens podcast interview. To get the full Talking Tokens episode, subscribe to our Newsletter or check it out on Spotify, Apple Podcasts or YouTube. It’s only been a year since the GENIUS Act was passed, and the stablecoin market cap has nearly doubled to north of $300 billion. For @Anchorage Digital’s CEO and co-founder Nathan McCauley (@nathanmccauley), and its head of policy Kevin Wysocki (@KevWysocki), that number represents more of a starting line than a milestone. “When we get [the Clarity Act] across the finish line, it's gonna lead to more capital in this space and more growth and more projects," Wysocki said on @StrataMedia_'s @_TalkingTokens podcast. Armed with a federal charter since 2021, Anchorage has been able to observe crypto’s growing appeal for institutions longer than most of its kind. And its nature as a national trust bank proved a staunch source of credibility with the kinds of institutions now racing to build strategies around stablecoins and tokenization. Still, both McCauley and Wysocki feel the sheer pace of change is what best characterizes the past year. "What we're seeing right now is an absolute acceleration," McCauley said. "When America sets the standards, a lot of other countries fall in line," Wysocki added. "And that's what we've seen when we've talked to other central banks around the world." Today, as asset managers launch new crypto ETFs or tokenizing existing funds, large banks and financial institutions are building products around stablecoins, tokenized deposits, and real-world assets. "There were more [proof of concepts] than funds tokenized onchain for about half a decade," McCauley said. "You can really experiment as much as you want, but it's not true innovation until it's in production. We're now in a moment that matters." One of the clearest examples of the ongoing shift is money transfer giant Western Union, which is working with Anchorage to upgrade its remittance infrastructure around a new digital dollar. This means people around the world who receive remittances will be able to hold on to a dollar-backed stablecoin instead of converting it immediately to their local currency - a product that effectively doubles as a US dollar storage. It's an old use case being upgraded with new infrastructure, McCauley noted, which is the kind of proof point he thinks will open the floodgates for the next wave of entrants. McCauley’s framework for who (and what) comes next predicts three waves. Initially, first movers like @Tether will continue to lead in market share and provide GENIUS-compliant stablecoins. The second wave would be financial companies like fintechs, remittance platforms and banks, which are building stablecoin rails into their core infrastructure. The third wave, still in its early days, would be Fortune 500 companies and major tech platforms that realize their embedded ecosystems are a natural fit for stablecoin-based transactions. However, one area that McCauley feels is most underestimated by the broader market is tokenized deposits. “I think probably the biggest delta right now [...] are the discussions around tokenized deposits,� McCauley said. “The tokenized deposit idea is accelerating very rapidly and is on every bank's mind.� In theory, this involves banks taking their own deposit base, putting it onchain, and circulating it with the same properties as a digital asset with instant, global access and programmability. "[Banks] can imagine using the tokenized deposit for internal accounting, internal transparency, even settling with international counterparties instantly," he said. "If I do tokenized deposits, I know I can improve the cost basis of my own operations - that's the first level of it being compelling." Anchorage is building infrastructure for both sides of this potential market. The firm has so far issued five stablecoins, added settlement, trading and tokenized deposit capabilities to its custody business, and is positioning itself as the infrastructure layer for institutions entering the space. Looking forward, McCauley is most excited about agentic banking. While the technology’s near term use cases are modest, with AI agents having spending limits, handling basic transactions, automating recurring payments and so on, he believes eventually more agent-to-agent payments will be settled over stablecoins. McCauley's analog for what comes next is Ransom Olds, the creator of the Oldsmobile, who spent years campaigning for cities to build roads because he had a great car and nowhere to take it. He argues stablecoins are the car. The roads are the 5,000 U.S. banks, the fintechs, the global payment networks, the settlement systems, and the dispute resolution infrastructure that all need to be built and integrated before the full vision is realized. "That's gonna be decades of work, decades of innovation," he said. "In a real sense, it's always gonna be day one in stablecoin land." Today’s episode is sponsored by Anchorage Digital, America's first federally chartered digital asset bank and provider of regulated stablecoin issuance. To find out more, visit anchorage.com.
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quote: Crypto markets, long constrained by subdued volumes and range-bound trading, have regained momentum amid clear signals that Congress is nearing a breakthrough on digital-asset market structure. On July 21, Bitcoin advanced as much as 2.5 percent toward $67,000, while Ether gained up to 2.5 percent near $1,950.
Coinbase Global shares rose as much as 13 percent intraday, closing at $175.85. These moves occurred against a supportive backdrop in traditional markets, where the S&P 500 climbed 0.89 percent to 7,509.20, the Nasdaq Composite advanced 1.29 percent to 25,837.21, and the Dow Jones Industrial Average gained 0.74 percent to 52,224.64, lifted partly by semiconductor and technology strength.
The immediate catalyst was Treasury Secretary Scott Bessent’s characterization of the Digital Asset Market Clarity Act as having reached the “1-yard line,” coupled with his call for passage before the congressional recess.
The legislation, H.R. 3633, would establish a federal framework by assigning the Commodity Futures Trading Commission exclusive oversight of spot markets in digital commodities—blockchain-based assets that achieve decentralized control—while the Securities and Exchange Commission retains authority over investment-contract assets.
It also creates registration pathways for exchanges, brokers, and dealers, strengthens customer-asset protections, and addresses illicit-finance risks. The House approved the bill on July 17, 2025, by a bipartisan 294–134 margin; the Senate Banking Committee advanced it on May 14, 2026, by 15–9. Recent progress centers on ethics provisions governing public officials’ digital-asset interests, with reports of White House agreement that could enable a Senate floor vote ahead of the early-August recess.
This momentum builds on the GENIUS Act, signed into law in July 2025, which established the first federal regime for payment stablecoins, requiring one-to-one reserves in dollars or high-quality assets and imposing Bank Secrecy Act compliance.
Together the measures aim to reduce legal uncertainty that has driven activity offshore and limited institutional participation. Clearer rules would facilitate expanded custody, tokenized products, and secondary-market development beyond existing spot Bitcoin and Ether exchange-traded funds.
Macro conditions remain moderately restrictive. The Federal Open Market Committee has held the federal funds rate at 3.50–3.75 percent amid elevated inflation—personal-consumption-expenditures prices rose 4.1 percent year-over-year in May—while the unemployment rate eased to 4.2 percent in June and real GDP growth projections for 2026 center near 2.2 percent.
Markets expect no change at the July 29 meeting, though the probability of later-year rate increases has risen if inflation persists. In this setting, crypto’s high-beta response to regulatory clarity stands out after months of listless trading following late-2025 highs near $126,000 for Bitcoin and subsequent declines into the low-$60,000s. The recent rebound above $66,000, with monthly gains exceeding 10 percent into mid-July, underscores how credible legislative progress can independently support prices even when liquidity conditions remain tight.
Equity dynamics reinforce the point: technology and growth segments continue to benefit from artificial-intelligence demand, amplifying crypto-related moves.
Coinbase’s outsized advance highlights the sensitivity of listed intermediaries to reduced litigation risk and expanded institutional access. Successful enactment of the Clarity Act would represent the most significant U.S. crypto market-structure reform to date, potentially accelerating capital inflows and onshoring of activity.
Valuations will nonetheless continue to hinge on liquidity, on-chain fundamentals, and adoption trends. The coming weeks will determine whether the reported proximity to final passage produces durable statute or further delay, with corresponding implications for both digital and traditional risk assets. | Crypto markets are stirring after months of listless trading on signs that Washington is moving toward a clearer rulebook for digital assets. https://www.bloomberg.com/news/articles/2026-07-21/bitcoin-rallies-after-bessent-says-clarity-act-at-1-yard-line?taid=6a5fbbdb22b42c00015252a2&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter
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news7/23news
Crypto markets, long constrained by subdued volumes and range-bound trading, have regained momentum amid clear signals that Congress is nearing a breakthrough on digital-asset market structure. On July 21, Bitcoin advanced as much as 2.5 percent toward $67,000, while Ether gained up to 2.5 percent near $1,950.
Coinbase Global shares rose as much as 13 percent intraday, closing at $175.85. These moves occurred against a supportive backdrop in traditional markets, where the S&P 500 climbed 0.89 percent to 7,509.20, the Nasdaq Composite advanced 1.29 percent to 25,837.21, and the Dow Jones Industrial Average gained 0.74 percent to 52,224.64, lifted partly by semiconductor and technology strength.
The immediate catalyst was Treasury Secretary Scott Bessent’s characterization of the Digital Asset Market Clarity Act as having reached the “1-yard line,” coupled with his call for passage before the congressional recess.
The legislation, H.R. 3633, would establish a federal framework by assigning the Commodity Futures Trading Commission exclusive oversight of spot markets in digital commodities—blockchain-based assets that achieve decentralized control—while the Securities and Exchange Commission retains authority over investment-contract assets.
It also creates registration pathways for exchanges, brokers, and dealers, strengthens customer-asset protections, and addresses illicit-finance risks. The House approved the bill on July 17, 2025, by a bipartisan 294–134 margin; the Senate Banking Committee advanced it on May 14, 2026, by 15–9. Recent progress centers on ethics provisions governing public officials’ digital-asset interests, with reports of White House agreement that could enable a Senate floor vote ahead of the early-August recess.
This momentum builds on the GENIUS Act, signed into law in July 2025, which established the first federal regime for payment stablecoins, requiring one-to-one reserves in dollars or high-quality assets and imposing Bank Secrecy Act compliance.
Together the measures aim to reduce legal uncertainty that has driven activity offshore and limited institutional participation. Clearer rules would facilitate expanded custody, tokenized products, and secondary-market development beyond existing spot Bitcoin and Ether exchange-traded funds.
Macro conditions remain moderately restrictive. The Federal Open Market Committee has held the federal funds rate at 3.50–3.75 percent amid elevated inflation—personal-consumption-expenditures prices rose 4.1 percent year-over-year in May—while the unemployment rate eased to 4.2 percent in June and real GDP growth projections for 2026 center near 2.2 percent.
Markets expect no change at the July 29 meeting, though the probability of later-year rate increases has risen if inflation persists. In this setting, crypto’s high-beta response to regulatory clarity stands out after months of listless trading following late-2025 highs near $126,000 for Bitcoin and subsequent declines into the low-$60,000s. The recent rebound above $66,000, with monthly gains exceeding 10 percent into mid-July, underscores how credible legislative progress can independently support prices even when liquidity conditions remain tight.
Equity dynamics reinforce the point: technology and growth segments continue to benefit from artificial-intelligence demand, amplifying crypto-related moves.
Coinbase’s outsized advance highlights the sensitivity of listed intermediaries to reduced litigation risk and expanded institutional access. Successful enactment of the Clarity Act would represent the most significant U.S. crypto market-structure reform to date, potentially accelerating capital inflows and onshoring of activity.
Valuations will nonetheless continue to hinge on liquidity, on-chain fundamentals, and adoption trends. The coming weeks will determine whether the reported proximity to final passage produces durable statute or further delay, with corresponding implications for both digital and traditional risk assets.
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news7/23news
COINDESK: Arbitrum-based AFX Trade drained of $24 million after bridge keys compromised
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⭕️How does Asia's continued reliance on imported energy sources, particularly through chokepoints like the Strait of Hormuz, Bab al-Mandab, and Malacca, heighten its vulnerability to long-term geopolitical disruptions?
⭕️In what ways are extreme summer heat and Middle East conflicts driving Asian countries to compete aggressively for LNG cargoes, and what are the global market implications?
⭕️Why does Equinor expect Europe to miss its 80% natural gas storage target before winter, and how are investment funds responding to the situation?
⭕️Based on the description of Figure 1, what patterns emerge in Asia’s oil imports by subregion, especially regarding rerouting after potential Hormuz closures and China’s role in overall declines?
⭕️How do multiple simultaneous disruptions—such as those in Bab al-Mandab, Panama Canal, Rhine River, nuclear output reductions, and Black Sea issues—combine with extreme heat to create broader energy pressures beyond just oil prices?
⭕️Why might Asia's energy security challenges become a global issue, particularly in relation to competition for supplies with Europe and potential U.S. interventions?
What long-term strategic shifts, modeled after China, are Asian countries likely to pursue in response to vulnerabilities at the three key chokepoints, and what economic consequences could follow?
⭕️How are Houthi threats in the Bab el-Mandeb Strait creating a “Two Chokepoint Problem” for oil markets, and what specific impacts are seen on Saudi exports and Asian importers like China and India?
⭕️What effects have Ukrainian drone attacks had on Black Sea tanker rates and insurance costs, and how do these contribute to a multi-chokepoint reality in global oil logistics?
⭕️According to Temasek, how might future AI advancements reduce the sector’s energy demands, and what counterargument exists regarding overall consumption trends despite efficiency gains?
⭕️Why are Asian refiners exploring alternative routes like the Suez Canal for Saudi crude amid Houthi threats, and what logistical and cost challenges does this involve?
⭕️What natural gas infrastructure challenges in the Permian Basin could limit U.S. oil production growth, and how does associated gas from shale wells factor into longer-term LNG outlooks?
⭕️Despite U.S. claims of a blockade, what evidence from vessel tracking shows Iranian tankers continuing to transit the Strait of Hormuz, and what does this suggest about Iran’s strategy?
⭕️What specific policy recommendations has the U.S. coal advisory council made to the Trump administration, and why might heavy government support for coal carry long-term risks?
⭕️According to the WSJ opinion, why has the U.S. EV transition faced setbacks under mandates and subsidies, and what market-driven approach is suggested as more effective for broader adoption?
Daily Energy Report https://t.co/A6uCxpan6K
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Upbit, South Korea’s largest crypto exchange by trading volume, will list o1 exchange (O) at 15:00 KST on July 23, opening KRW, BTC and USDT trading pairs. o1 exchange is a Base-based onchain trading platform offering spot execution, multi-venue routing and professional trading-terminal tools, with O serving as its native token.
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news7/23news
Upbit, South Korea’s largest crypto exchange by trading volume, will list o1 exchange (O) at 15:00 KST on July 23, opening KRW, BTC and USDT trading pairs. o1 exchange is a Base-based onchain trading platform offering spot execution, multi-venue routing and professional trading-terminal tools, with O serving as its native token.
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news7/23news
Upbit, South Korea’s largest crypto exchange by trading volume, will list o1 exchange (O) at 15:00 KST on July 23, opening KRW, BTC and USDT trading pairs. o1 exchange is a Base-based onchain trading platform offering spot execution, multi-venue routing and professional trading-terminal tools, with O serving as its native token.