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Microsoft CEO Says Firms That Skip This Step Stop Being Firms
- Nadella says firms without control of their AI data will not remain firms.
- He urges companies to retain model metadata so they can train their own weights.
- The Microsoft CEO advocates for rights protecting AI buyers, not sellers alone.
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The US-Iran Ceasefire Was an Illusion. Markets are Paying the Price
- The US-Iran ceasefire was a temporary pause that left the core disputes unresolved.
- Renewed tensions around the Strait of Hormuz are already hitting oil, shipping, insurance, and global trade.
- Bitcoin and other cryptocurrencies are falling with risk assets as liquidity pressure outweighs the safe-haven narrative.
Arthur Hayes Buys $6.39M More Ethereum, Then the ETH Market Starts to Tumble
- Arthur Hayes bought 3,298 ETH ($6.39M) a few hours before Ether tumbled around 5%.
- Since July 15, Hayes has bought 7,213 ETH averaging $1,923 per token.
- Hayes now sits on an unrealized loss of roughly $368,000 on the position.
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Tom Lee Says the AI Capex Fear Is Actually the Bullish Tell
- Tom Lee says fear over AI capex cuts signals no market top yet.
- Fundstrat's head of research contrasts his view with Steve Eisman's capex warning.
- Lee also expects the Fed to shrink its balance sheet rather than hike rates.
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Tom Lee Says This Ethereum Project Could Be a Game-Changer
- Tom Lee calls Lighter a breakout success and critical Ethereum infrastructure.
- Lighter handled $43 billion in trading volume over the past 30 days.
- LIT trades near $2.20 as quarterly revenue drops for a third quarter.
VC Reportedly Rejected Trump Crypto Venture After Steve Witkoff’s Memecoin Blunder
- Nic Carter says Witkoff could not explain what World Liberty Financial did.
- Carter says Witkoff then warned him about "the big guy's bad side."
- World Liberty says the account is wrong and it never offered a job.
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Crypto Forensics Got Smarter, But AI Scammers Got There First
- Blockchain forensics tools have recovered an estimated $34 billion and are used by 45+ regulators as detection has genuinely improved.
- Yet 2025 crypto scam losses hit roughly $17 billion, with AI-powered scams 4.5x more profitable and impersonation fraud up 1,400%.
- The scams that do the most damage never touch the chain and that's the gap no forensic tool can close.
Ethereum Whales Buy the Bottom as ETF Inflows Return: Is $2,438 Next?
- Ethereum whale addresses hit multi-month highs as ETH holds its July breakout.
- Spot ETH ETFs posted a third straight week of inflows, Glassnode data shows.
- Active addresses near 400,000 remain the missing confirmation for a $2,438 rally.
