quote: Mediators from Pakistan, Egypt and Qatar have been discussing a proposal that would clarify disagreements regarding operations of the Strait of Hormuz, the two sources said on Monday night. Iran maintains that the MOU granted it a level of control over the strait, while the US has argued otherwise.
The proposal being advanced by the mediators aims to bridge those gaps so that the US and Iran can begin talks through the MOU, whose 60-day timeline is set to expire next month. | Ahead of Netanyahu-Trump meeting, mediators believe US-Iran breakthrough near
Sources say Trump waiting to decide on matter until he’s met with Israeli PM; Iran and Oman have okayed proposal to clarify Hormuz disagreements, revive memorandum of understanding
timesofisrael.com/ahead-of-netan…
55·BLong
T
Twitter24 min agonews
Explore NEAR AI's Confidential Infrastructure: https://near.ai
15·CLong
T
Twitter24 min agonews
The world is calling for frontier open models.
User-owned AI also needs infrastructure where those models can run privately, prove what they did, and settle value without broadcasting everything.
NEAR AI is building the layer that lets any model, open or closed, run with hardware-signed attestation, verifiable privacy, and no provider visibility.
65·B+Long
n
news1h agonews
$AAPL - APPLE TOPS $5 TRILLION VALUATION
Apple briefly reached a $5 trillion market capitalization in Tuesday trading, becoming only the second company after Nvidia to hit the milestone.
The move reflects shifting investor confidence as Wall Street reassesses the AI race.
Nvidia, which previously peaked near $5.7 trillion, has pulled back amid concerns over slowing AI spending.
80·ALong
m
meme8h agomeme
quote: Moore's law hard at work
FHE about to explode https://x.com/randhindi/status/2081853922839515295 | Today, we reached a massive, game changing milestone for @zama : 1,000 confidential transfers per second on GPUs!
This is up from 0.2 tps when we first demoed FHE smart contract at ETHcc in 2022, a 5,000x improvement in just 4 years. Running an FHE node now costs only about $0.000004 per ERC7984 transaction, orders of magnitude cheaper than ZK.
This breakthrough is a combination of better cryptography, better engineering and better hardware, which compounded to create this super-exponential performance improvement. We are confident we will reach 10,000 tps by 2028 and 100k tps by 2030.
1,000 tps is also the milestone we needed to achieve to feel confident launching on faster chains than Ethereum where users expect low latency, high throughput and near-zero gas fees.
This hasn’t been activated on mainnet yet, and is planned for EOY alongside some other massive features and overall improvements.
FHE is basically solved when it comes to financial transactions onchain, and we can finally kill the old narrative that FHE is slow, because, well, it’s now SUPER FAST 🚀🚀🚀
75·ALong
m
meme8h agomeme
Today, we reached a massive, game changing milestone for @zama : 1,000 confidential transfers per second on GPUs!
This is up from 0.2 tps when we first demoed FHE smart contract at ETHcc in 2022, a 5,000x improvement in just 4 years. Running an FHE node now costs only about $0.000004 per ERC7984 transaction, orders of magnitude cheaper than ZK.
This breakthrough is a combination of better cryptography, better engineering and better hardware, which compounded to create this super-exponential performance improvement. We are confident we will reach 10,000 tps by 2028 and 100k tps by 2030.
1,000 tps is also the milestone we needed to achieve to feel confident launching on faster chains than Ethereum where users expect low latency, high throughput and near-zero gas fees.
This hasn’t been activated on mainnet yet, and is planned for EOY alongside some other massive features and overall improvements.
FHE is basically solved when it comes to financial transactions onchain, and we can finally kill the old narrative that FHE is slow, because, well, it’s now SUPER FAST 🚀🚀🚀
75·ALong
n
news9h agonews
Finland closes southern airspace near Russia over drone risk, Yle reports
90·A+Long
m
meme9h agomeme
Finland Temporarily Closes Airspace Near Russian Frontier Due to Potential Stray Drone Incursions
85·ALong
n
news9h agonews
Finland’s Defence Force Closes Southern Airspace Near Russian Border Due to Risk of Stray Drones, Public Broadcaster Yle Reports
85·ALong
n
news20h agonews
Bitcoin shrugs off AI selloff but high-stakes Fed meeting could determine what's next. BTC held near $65,000 even as Nvidia and AI stocks fell sharply. This week's Fed decision could determine whether bitcoin finally breaks higher or revisits June's lows, analysts said.
75·AShort
m
meme20h agomeme
IRAN'S MILITARY: US HAS THREATENED IRANIAN COMMERCIAL SHIPS, OIL TANKERS NEAR IRANIAN WATERS OVER PAST THREE DAYS || TEHRAN WARNS BLOCKADE WOULD BE WAR EXPANSION, VOWS TO RESPOND TO ANY US MILITARY ACTION
90·A+Long
m
meme7/27meme
📈 China's Crude Oil Imports Collapse as Persian Gulf Supply Dries Up
China's crude oil imports fell sharply in June 2026 to near a decade low as war in the Persian Gulf disrupted regional oil supplies. Total imports declined from 12.4 mb/d in February to 7.1 mb/d in June—a 43% drop in just four months. The contraction was driven by a 67% collapse in imports from the Persian Gulf, which fell from 6.4 mb/d to 2.1 mb/d, while imports from the rest of the world declined a comparatively modest 18%. The disruption exposed China's continued reliance on Persian Gulf crude despite years of supplier diversification.
#China #energy #fuels #oil #crude #CrudeOil #OOTT #China #Iran #sanction #HormuzStrait #Hormuz
90·A+Long
n
news7/27news
Crypto steadies as Iran-U.S. pause sends oil tumbling, lifts risk assets. Brent crude plunged 7% after the U.S. and Iran paused Strait of Hormuz strikes, lifting equities and DeFi tokens while bitcoin held near $65,000 ahead of a pivotal Fed decision Wednesday.
80·ALong
m
meme7/26meme
Just some TLDR news:
- $CXMT IPO tomorrow if you like Chinese memory.
- Samsung Electronics reportedly struggling to secure large FC-BGA substrates. Ibiden (4062) reportedly requested LTA guarantees, Samsung Electro-Mechanics sought prepayments.
- Samsung + $AVGO sign memory + foundry AI framework through 2030, expected to exceed $200b
- $SOI expects FY2027 silicon photonics revenue to double compared to the previous year, surpassing Morgan Stanley's 60% growth projection. Photonics thesis go brrr.
- SK Group + $NVDA sign $500B+ partnership to build out AI DCs and HBM4 memory.
- SKC Absolics glass core delay to 2027 from reports. Targeting final reliability testing EOY, mass production next year. So if you're curious, this does push back some ramps from $LPK and others (hence drop on ER).
- $QCOM price hikes by double digits for smartphone processors, due to upstream supplier hike pricing.
- $META expected to issue $12B in project-level/SPV financing for El Paso, Texas AI DC expansion
- Naver announced a $10 billion investment from $NVDA and Brookfield to construct a 1GW-scale AI Factory. Near term plan is 200MW by 2028. (Nvidia $1B investment, Brookfield nonbinding $9B)
- 64GB DDR5 server modules rises 146% versus end-June contract pricing
- $INTC brought forward 14A process mass production by a year, risk production H2 2027 and volume production in 2028, vs. 2029 HVM expectations.
- Samsung Electro-Mechanics wins $200m MLCC order (existing bottleneck).
- $AMD (the Bandana bottleneck), announces Helios is in full production with shipments Q3 2026. Including an up to 2GW MI455X GPU deployment with Anthropic and a 6GW infrastructure rollout with OpenAI. Gave new >50% CAGR TAM to $220B by 2030 from $26b in 2025 for CPU market.
Rolls out optical interconnects for Mi500 in 2027. From channel checks, AMD is heading down to the CPO route (seems likely to use Ayar).
- $ORCL wins $7B Department of War enterprise software contract
- JX metal doubles semi target capacity at its KR subsidary with a 4B yen investment, with operations to begin H2 2027, amid surging demand from major customers Samsung Electronics and SK Hynix
- Tungsten hexafluoride spot prices surged 2.1-2.5x Y/Y following Japan's Kanto Denka and Chuo Gas announcing permanent production halts. Fluorinated liquid supply faces a vacuum as 3M plans to exit PFAS production.
- From the four optical chipmaker earnings, Yuanjie/Eoptolink/TFC Optical/Dongshan Precision: no major order cuts, 1.6T shipments expected to accelerate into 2027. Optical chip suppliers expected to capture outsized margins from shortages.
- Unitree Robotics Targets 30,000 Humanoid Robot Production Capacity by 2026. Read through on humanoid TAM scaling like $CCXI and others.
- Energy storage lithium batteries orders increase first half orders by 2,900% apparently in China. Not as familiar with EVE Energy and other battery makers.
75·ALong
n
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).
75·AShort
n
news7/25news
Iraqi Air Defences Shot Down a Drone Near the U.S. Consulate in Erbil - Security Sources
85·AShort
T
Twitter7/24news
Open-weights models and self-hosting are not the same as owning your AI.
Ownership requires guarantees built into the infrastructure:
-Privacy, so your data stays yours -Verifiability, so you can prove what ran, on what data, with which model -Neutrality, so everyone has equal access to open markets -Alignment, so the model is optimized for your success
User-owned AI is the whole stack, from inference to settlement, not a license on a model: https://x.com/NEARProtocol/status/2076758178877054983
35·CLong
n
news7/24news
Bitcoin settles near $65,000 as oil's march toward $100 fails to spook the market. BTC held just under $65,000 and crypto broadly rose on Friday even as Brent crude surged to $97.66, its highest since May, as the Iran conflict persists and traditional markets stay muted.
85·ALong
m
meme7/24meme
BREAKNG: An AP journalist hears at least seven explosions and sees smoke near a U.S. base in Irbil, Iraq. The cause was not immediately known. https://apnews.com/article/iran-us-hormuz-strait-war-24-july-2026-78c2dbf538f6e61ab816479a4d9bdd85?taid=6a632dc0d8ae2a0001d5b028&utm_campaign=TrueAnthem&utm_medium=AP&utm_source=Twitter
90·A+Long
n
news7/24news
Oil Prices Hover Near $100 as Conflict With Iran Drags On