> WARREN BUFFETT CUTS OFF DONATIONS TO THE GATES FOUNDATION FOLLOWING REVELATIONS ABOUT BILL GATES' INTERACTIONS WITH JEFFREY EPSTEIN.
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> BLACKROCK OFFICIALLY BECOMES FIRST INVESTMENT FIRM IN HISTORY TO SURPASS $15 TRILLION IN ASSETS UNDER MANAGEMENT.
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> $1.8 BILLION IN USDC LEFT BINANCE AFTER ITS MICA SETBACK. BUT WHO REALLY GAINED?
BINANCE RECORDED $1.8 BILLION IN NET USDC OUTFLOWS IN Q2 2026, INCLUDING $1.4 BILLION IN JUNE ALONE, WHILE ITS TRACKED USDC BALANCE FELL 19%. OVER THE SAME PERIOD, USDC’S TOTAL SUPPLY CONTRACTED BY 5.5%, EQUIVALENT TO APPROXIMATELY $4.3 BILLION IN NET REDEMPTIONS. BINANCE MAY HAVE BEEN AFFECTED BY ITS FAILURE TO SECURE A MICA LICENSE, BUT OKX DID NOT CAPTURE THE OUTFLOWS, AS ITS OWN USDC BALANCE ALSO DECLINED 9.7%.
AMONG THE COMPARABLE EXCHANGES, BYBIT WAS THE ONLY ONE TO RECORD MEANINGFUL GROWTH, WITH ITS USDC BALANCE RISING 45% FROM $450 MILLION TO $660 MILLION, SUPPORTED BY DEMAND FOR USDC-MARGINED PERPETUAL CONTRACTS AND OPTIONS. CIRCLE’S DISTRIBUTION PAYMENTS MAY HAVE KEPT USDC INSIDE BINANCE’S TREASURY, BUT THEY DID NOT RETAIN USER BALANCES. DESPITE THE OUTFLOWS, BINANCE STILL ACCOUNTED FOR 62% OF THE STABLECOINS HELD ACROSS THE EIGHT EXCHANGES REVIEWED AND ROUGHLY 80% OF THE USDC HELD BY CENTRALIZED EXCHANGES. — LINK
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BINANCE RECORDED $1.8 BILLION IN NET USDC OUTFLOWS IN Q2 2026, INCLUDING $1.4 BILLION IN JUNE ALONE, WHILE ITS TRACKED USDC BALANCE FELL 19%. OVER THE SAME PERIOD, USDC’S TOTAL SUPPLY CONTRACTED BY 5.5%, EQUIVALENT TO APPROXIMATELY $4.3 BILLION IN NET REDEMPTIONS. BINANCE MAY HAVE BEEN AFFECTED BY ITS FAILURE TO SECURE A MICA LICENSE, BUT OKX DID NOT CAPTURE THE OUTFLOWS, AS ITS OWN USDC BALANCE ALSO DECLINED 9.7%.
AMONG THE COMPARABLE EXCHANGES, BYBIT WAS THE ONLY ONE TO RECORD MEANINGFUL GROWTH, WITH ITS USDC BALANCE RISING 45% FROM $450 MILLION TO $660 MILLION, SUPPORTED BY DEMAND FOR USDC-MARGINED PERPETUAL CONTRACTS AND OPTIONS. CIRCLE’S DISTRIBUTION PAYMENTS MAY HAVE KEPT USDC INSIDE BINANCE’S TREASURY, BUT THEY DID NOT RETAIN USER BALANCES. DESPITE THE OUTFLOWS, BINANCE STILL ACCOUNTED FOR 62% OF THE STABLECOINS HELD ACROSS THE EIGHT EXCHANGES REVIEWED AND ROUGHLY 80% OF THE USDC HELD BY CENTRALIZED EXCHANGES. — LINK
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> $SPCX - SPACEX FALLS BELOW IPO PRICE
SPACEX SHARES FELL 1.7% TO $134, SLIPPING BELOW THEIR $135 IPO PRICE FOR THE FIRST TIME.
THE STOCK IS NOW FAR BELOW ITS $225.64 PEAK, RAISING CONCERNS THAT ITS VALUATION WAS DRIVEN MORE BY HYPE THAN FUNDAMENTALS.
INVESTORS NOW AWAIT SPACEX’S FIRST POST-IPO RESULTS, WHICH WILL BE RELEASED THROUGH ITS WEBSITE AND X ACCOUNT.
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SPACEX SHARES FELL 1.7% TO $134, SLIPPING BELOW THEIR $135 IPO PRICE FOR THE FIRST TIME.
THE STOCK IS NOW FAR BELOW ITS $225.64 PEAK, RAISING CONCERNS THAT ITS VALUATION WAS DRIVEN MORE BY HYPE THAN FUNDAMENTALS.
INVESTORS NOW AWAIT SPACEX’S FIRST POST-IPO RESULTS, WHICH WILL BE RELEASED THROUGH ITS WEBSITE AND X ACCOUNT.
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> TRUMP: GOVERNOR KATHY HOCHUL, FOR POLITICAL REASONS, HAS TERMINATED ALL DATA CENTERS BEING BUILT, OR TO BE BUILT, IN NEW YORK STATE
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> 🇺🇸 WHITE HOUSE OFFICIALS TO MEET WITH US SENATORS TO HELP ADVANCE CRYPTO CLARITY ACT.
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> BITFINEX ALPHA: BITCOIN LACKS SUSTAINED SPOT BUYING SUPPORT
BITFINEX ALPHA SAID THE SOFTER-THAN-EXPECTED US JUNE CPI PUSHED BITCOIN TO ITS HIGHEST CLOSE SINCE JUNE 22, BUT THE RALLY WAS DRIVEN MAINLY BY A REPRICING OF MACROECONOMIC EXPECTATIONS. THE MOVE LACKED SUSTAINED SPOT ABSORPTION, A POSITIVE COINBASE PREMIUM AND CONSTANT, PRICE-AGNOSTIC ETF INFLOWS, MAKING IT A FORM OF “BORROWED STRENGTH.”
THE REPORT IDENTIFIED THE $68,000–$68,300 RANGE AS A KEY DECISION BAND, WITH SUSTAINED ETF INFLOWS NEEDED TO SUPPORT ACCEPTANCE ABOVE THIS LEVEL. BITFINEX REMAINS CAUTIOUS, WARNING THAT IF THE RATES STORY REVERSES, THE JUSTIFICATION FOR THE RALLY COULD QUICKLY DISAPPEAR. — LINK
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BITFINEX ALPHA SAID THE SOFTER-THAN-EXPECTED US JUNE CPI PUSHED BITCOIN TO ITS HIGHEST CLOSE SINCE JUNE 22, BUT THE RALLY WAS DRIVEN MAINLY BY A REPRICING OF MACROECONOMIC EXPECTATIONS. THE MOVE LACKED SUSTAINED SPOT ABSORPTION, A POSITIVE COINBASE PREMIUM AND CONSTANT, PRICE-AGNOSTIC ETF INFLOWS, MAKING IT A FORM OF “BORROWED STRENGTH.”
THE REPORT IDENTIFIED THE $68,000–$68,300 RANGE AS A KEY DECISION BAND, WITH SUSTAINED ETF INFLOWS NEEDED TO SUPPORT ACCEPTANCE ABOVE THIS LEVEL. BITFINEX REMAINS CAUTIOUS, WARNING THAT IF THE RATES STORY REVERSES, THE JUSTIFICATION FOR THE RALLY COULD QUICKLY DISAPPEAR. — LINK
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> JUST IN: 🇺🇸 PRESIDENT TRUMP TO MEET WITH US SENATORS TOMORROW TO DISCUSS CRYPTO CLARITY ACT.
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> IRAN'S TOP NEGOTIATOR QALIBAF: WE ARE IN AN ESSENTIAL AND EXISTENTIAL WAR WITH AMERICA, WHOSE AIM BESIDES TOPPLING IRAN'S SYSTEM IS TO FRAGMENT OUR BELOVED COUNTRY, IRAN
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> IRAN'S TOP NEGOTIATOR QALIBAF: OUR APPROACH IN WAR OR NEGOTIATION MUST BE BASED ON NATIONAL INTERESTS AND SECURITY, REALISTIC, AND LONG-TERM
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> IRAN'S TOP NEGOTIATOR QALIBAF: WE MUST ALSO USE THE TOOLS OF DIPLOMACY AND NEGOTIATION TO REALIZE AND SECURE NATIONAL INTERESTS
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> IRAN'S TOP NEGOTIATOR QALIBAF: WE HAVE NO CHOICE BUT TO RELY ON OUR OWN STRENGTH AND BECOME STRONG
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> IRAN'S TOP NEGOTIATOR QALIBAF: WE HAVE NEVER WELCOMED WAR AND DO NOT, BUT WE MUST ALWAYS BE READY TO FIGHT AND STAND TO THE END TO SAFEGUARD OUR NATIONAL SECURITY AND INTERESTS
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