Evan Luthra Alpha
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Welcome to Evan's ALPHA Group! 🚀

It's all about making money and having a good time.

Just a heads-up, it's all in good fun and learning. Nothing said here is a FA.

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📢Markets are pricing in a 36.3% chance the Fed will hike rates at the July 29 meeting.

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📢USDC exchange flows have flipped back to net inflows after more than two months of outflows, according to CryptoQuant.

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📢Strategy raised $544.5 million through MSTR share sales last week, bought back $25 million in STRC, and made no new Bitcoin purchases.

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📢Fed is not projected to cut interest rates at this week's FOMC meeting.

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📢Bitcoin falls under $64,000.

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📢$HYPE ETF inflows are outpacing $BTC, $ETH, $SOL, and $XRP at the same point in their lifecycle on a market-cap basis, according to Grayscale.

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📢Trump Jr. responds to questions over President Trump's crypto earnings:

🟠Connell: "Your dad's disclosure says he made $57 million from your crypto company, World Liberty Financial. He does benefit financially."

🟠Donald Trump Jr.: "He has the ownership but doesn't touch all that. It's walled off."

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📢Saudi Aramco has shut down its 400,000-barrel-per-day Jazan oil refinery. 🇸🇦

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📢 South Korea's KOSPI stock market halted again after 8% crash, triggering circuit breaker.🇰🇷

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📢Russia has charged Telegram founder and CEO Pavel Durov with facilitating terrorism and issued an international arrest warrant for him.🇷🇺

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📢AppLayer is building the future of AI execution.

➡️AppLayer is turning daily AI work into daily protocol use—with smart contract rules, proof, and people in charge.

➡️AI does the work. Open protocols enforce the rules. The future is transparent, verifiable, and on-chain.

More Details
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📢TradFi perpetual open interest has more than doubled to over $2B since May, with Binance commanding roughly 35% of the market, per CryptoQuant.

https://x.com/AppLayerLabs/status/2082101401119793326
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📢Less than 10 minutes left for the FOMC rate decision.

⚡️Expect Volatility.

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📢Federal Reserve has decided not to cut or hike interest rates.
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📢Jack Dorsey's Block sends a letter urging Senate leaders to bring the CLARITY Act to a floor vote, calling for regulatory clarity and legal protections for developers and self-custody.

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THIS IS F*CKING DISTURBING!!!🤯

A leaked Anthropic document just came out in court. Their own words:

"Project Panama is our effort to destructively scan all the books in the world."

Next line: "We don't want it to be known that we are working on this."


💬 https://x.com/EvanLuthra/status/2082573286966448351
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📢AmericanFortress has unveiled ZK-PoSP, a patent-pending post-quantum security scheme designed to protect existing crypto wallets without requiring fund migration, key rotation, or new addresses.

➡️Key highlights:

🟠 Secures existing BTC, ETH, SOL, and HD wallets (BIP32/44, SLIP-10)

🟠Built on hash-based cryptography, designed to resist future quantum attacks

🟠No disruption for current wallet holders

🟠Reported to be 21× more cost-efficient than the Ethereum Foundation's migration approach in laptop benchmarks, with projected 210× efficiency on production servers

✔️The team has also published a technical paper on the Cryptography ePrint Archive for public review. https://eprint.iacr.org/2026/1508

As quantum computing advances, solutions that preserve existing wallets while strengthening security could play a significant role in the future of blockchain infrastructure.

More Details | Cointelegraph | Decrypt | Cryptonews | HackerNoon
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📢Eurozone GDP advanced 0.4% during Q2 2026, up 1.0% from the same quarter last year.

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📢U.S. initial jobless claims came in at 197K, below the 200K forecast, while June Core PCE inflation matched expectations at 3.3% YoY.

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📢89% chance the Federal Reserve does not cut interest rates this year following yesterday's FOMC meeting.

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