1. Strategy CEO: Bitcoin is a rule-based system of monetary freedom;
2. Tether CEO: The AI industry faces multiple risks of capital misallocation, with a severe disconnect between profit cycles and investment cycles;
3. Opinion: The failure of BIP-110 is seen as a strong signal of “Bitcoin,” further validating the network’s consensus mechanism and governance resilience;
4. Vitalik: Over the next five years, Ethereum will enter an era of streamlining, with post-quantum security and privacy becoming top priorities;
5. Analysis: The high compliance threshold of the UK FCA’s crypto regulatory framework may pose a key challenge to implementation;
6. U.S. M2 surpasses $23 trillion, setting a new record and sparking debate over a “liquidity-driven bubble”;
7. Several U.S. tech companies are tightening AI spending, with Tesla. limiting employee AI-related expenses;
8. Revolut announces it will delist USDT by the end of August, signaling tighter European compliance;
9. AI data center Crusoe plans to raise $3 billion, with its valuation potentially rising to $30 billion.