Crypto and Blockchain
◾ Bitcoin hits $79k after Treasury boosts bond buybacks (CoinMarketCap)
◾ Trump asks Congress to pass ‘fair version’ of Clarity Act (Bloomberg)
◾ FASB proposes rules clarifying stablecoin qualification as cash equivalents, stronger disclosure of cash equivalent components (FASB)
◾ CFTC unveils crypto and prediction market regulation roadmap, vows to act without Congress (CFTC)
◾ SEC unveils proposed crypto rules allowing firms to raise capital with exemptions from standard securities registration (SEC)
◾ OCC approves conditional bank charter for World Liberty Trust Co (OCC)
◾ Cypherpunk Technologies $CYPH acquires $33M Zcash mining fleet from Winklevoss Capital, becomes largest Zcash miner (PR Newswire)
◾ Metaplanet $MTPLF acquiring control of Super League Enterprises $SLE giving bitcoin treasury strategy US foothold (X)
Artificial Intelligence
◾ President Trump signs EO authorizing cyberattacks by private companies (White House)
◾ Trump seeks light-touch AI regulation, says AI could be bigger than internet (Decrypt)
◾ Pennsylvania governor signs executive order requiring data centers to meet environmental, transparency safeguards and secure local community approval (Reuters)
◾ Meta $META trial over addictive Instagram, Facebook design features begins (California AG)
◾ SpaceX $SPCX closes $60B Cursor AI acquisition (SEC Filing)
◾ Nvidia $NVDA paying $6B in Poolside AI acquihire (The Information)
◾ Nvidia $NVDA to provide $105B financing for OpenAI’s Ohio data center (CNBC)
◾ OpenAI pauses frontier scaling after concluding next model may cross critical cyber threshold (OpenAI)
Gaming, Social & Interactive Platforms
◾ Connecticut judge denies CFTC injunction against local gambling enforcement (Gambling Insider)
◾ Novig sues Wisconsin, argues sports event contracts fall under CFTC jurisdiction (Gaming Intelligence)
◾ Jeanie Buss contests sale of controlling Lakers ownership stake to Iger-Kushner group (CBS Sports)
◾ Apple $AAPL revises EU App Store fees with 5% commission (Apple)
◾ Cantor to offer institutional block trading on Kalshi’s prediction markets (BusinessWire)
◾ US physical software sales fall to $85M in July, lowest since 1995 (GamesIndustry.biz)
Space & Satellites
◾ Trump signs policy targeting 1,000 orbital launches yearly by 2030 (White House)
◾ China recovers rocket booster on land for first time (X/PDChina)
◾ SpaceX $SPCX launches two flights from East and West coasts within 38 minutes (Spaceflight Now)
◾ Virgin Galactic $SPCE delays start of commercial suborbital flights to Q1’27 (Aviation Week)
◾ NASA calls off Swift telescope rescue mission (NASA)
◾ Anthropic forecasts $190 - $200B in 2028 revenue (Reuters)
◾ Anthropic annual revenue run rate reaches $65B in July (CNBC)
◾ Alibaba $BABA Q1’27: Revenue ¥269.0B RMB +9% y/y | Op income ¥15.2B RMB -57% y/y | Net income ¥10.4B RMB -75% y/y | aEBITDA ¥39.1B RMB -14% y/y | Cash ¥474.5B RMB (Yahoo Finance)
◾ OpenAI grows Q2 revenue to $6.7B, a “disappointing” 18% increase (WSJ)
◾ OpenAI: Enterprise revenue now greater than consumer (CNBC)
◾ Payward Q2’26: Revenue $508M +17% y/y | aEBITDA $23M (Payward)
◾ Webull $BULL Q2’26: Revenue $198.8M +51% y/y | Net income $24.4M | Cash $701.6M (SEC Filing)
◾ HIVE Digital Technologies $HIVE Q1’27: Revenue $79.1M +73.5% y/y | Net loss $142.9M | aEBITDA $13.4M | Cash $208.0M (HIVE Digital Technologies)
◾ BitFuFu $FUFU Q2’26: Revenue $42.8M -62.9% y/y | Op loss $21.9M | Net loss $20.5M | aEBITDA loss $18.4M | Cash $22.2M (Globe Newswire)
◾ Solana Company $HSDT Q2’26: Revenue $2.5M | Op loss $32.7M | Net loss $30.3M | Cash $3.6M (Globe Newswire)
◾ BTCS $BTCS Q2’26: Revenue $2.4M | Net loss $34.9M | Cash $0.3M (SEC Filing)
◾ Sidus Space $SIDU Q2’26: Revenue $583K -54% y/y | Op loss $5.7M | Net loss $4.8M -15% y/y | aEBITDA loss $5.1M +29% y/y | Cash $166.5M (Sidus Space
◾ NetEase $NTES Q2’26: Revenue ¥30.1B RMB +7.9% y/y | Op income ¥12.1B RMB | Net income ¥7.0B RMB | Cash ¥22.8B RMB (PR Newswire)
◾ H100 Group $H100 Q2’26: Revenue SEK2.9M | Op loss SEK88.7M | Net loss SEK98.2M | Cash SEK18.1M (H100 Group)
◾ Hook, hold, harvest and hide: Meta’s alleged strategy laid out in first week of landmark trial (TheGuardian)
◾ The Cop Who Took On Flock (Wired)