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78 Days Without US Buyers, But Citadel Still Says the Bull Market Is Alive
- US Bitcoin demand has stayed negative for a record 78 consecutive days.
- Citadel's Scott Rubner says July's selloff reset the bull market, not ended it.
- Retail dumped tech at a record pace but did not rotate back into Bitcoin.
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The Web’s Missing Payment Primitive Didn’t Need Better Tech, It Needed to Ditch Humans
- Micropayments died since the 1990s on cognition, not technology.
- x402 removes the human, not the friction, from the decision.
- Average x402 payment is 32 cents, not a fraction of a cent.
Why CZ Says Self-Custody Is Riskier Than Centralized Exchanges?
- CZ says exchanges are statistically safer to use than self-custody.
- Willy Woo data shows 1.57M BTC lost via self-custody, 1.51M on exchanges.
- CZ credits Binance's SAFU fund for covering exchange-side hack losses.
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Why China Fears Anthropic’s Mythos — and Why It Can’t Do Much About It
- Beijing sees Anthropic's Mythos model as a possible offensive cyber weapon, sources say.
- Officials also resent being locked out of the model for ordinary commercial use.
- Any retaliation could include sanctions, but Anthropic has no China business to hit.
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Japan Stocks Shrug Off Yen Shock, But Kioxia Signals More Pain Ahead
- Nikkei fell just 0.6% Tuesday despite a historic joint US-Japan yen intervention.
- Kioxia shares have actually climbed after missing fiscal first-half earnings guidance on July 31.
- BOJ's September meeting and Bessent's rate hike push threaten renewed yen strength.
Solana Memecoin OnlyMarms is Outraising OnlyFans Subscriptions for a Marmot Study
- A Solana meme coin has raised over $14,000 for the 64-year-old marmot study.
- The lab's OnlyFans account has raised more than $6,000 in tips.
- Researchers say a federal grant denial pushed them toward both fundraising methods.
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Stablecoin Banking Competition Expands Beyond Settlement
- Stablecoins are gaining ground across payments, payroll, business transfers and settlement.
- Card issuance, foreign exchange, compliance and account management offer providers greater revenue opportunities and stronger customer relationships.
- Stablecoin neobanks face growing responsibility as they combine payments, yield, credit and trading within one product.
Palantir Just Crushed Wall Street by $125 Million: How Will Stock React?
- Palantir Q2 revenue hit $1.94 billion, beating Wall Street's $1.81 billion estimate.
- U.S. commercial revenue jumped 149% to $764 million on enterprise AI demand.
- Palantir raised full-year revenue guidance to $8.15 billion, implying 82% growth.
