星球早讯

1. JPMorgan: Clarity Act's passage probability this year has declined, which is unfavorable to the crypto market outlook;

2. Sources: Citadel has acquired most of the stock portfolio of the fund managed by the "AI stock guru";

3. Multicoin is long on Robinhood (HOOD), and HOOD is the firm's largest stock position;

4. Sources: The "AI stock guru" fund is liquidating positions after suffering massive losses;

5. New York State pension fund still holds $29.8 million in Strategy stock, sells $1.06 million in MSTR;

6. Arthur Hayes: Fed policy opens upside for DeFi projects with proven product-market fit;

7. Dragonfly partner: Without the development of the crypto industry, today's AI boom might not have emerged;

8. Polymarket's crypto up/down market settlement will switch to TWAP, adding $1 million in liquidity rewards in August;

9. Quantum Solutions, the largest ETH holder among Japanese listed companies, sells 1,000 ETH for its AI infrastructure business;

10. Bloomberg ETF analyst: Bonds have recently failed to hedge stock declines, with increased inflows into money market funds and buffer ETFs.