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V virtualbacon
VirtualBacon
@virtualbacon

鈽曪笍 GM! Here are the most important market events over the last 24 hours: 馃實Market Overview: 馃敻 Anthropic launched Claude Opus 5 at $5/$25 per million tokens, the same as Opus 4.8 and half the price of Fable 5, a fresh escalation of the enterprise #AI cost war between frontier labs. 馃敻 Rate markets are repricing fast: Fed funds futures now imply a nearly 38% chance of a #Fed hike July 29, up from under 12% a week ago, and a roughly 82% chance of a hike at the September meeting. 馃敻 The EU adopted its 21st Russia sanctions package, its largest in four years, escalating bans on 14 crypto firms and targeting the A7 network that has moved nearly $120B in sanctions evasion. 馃敻 A group of 25 tech companies urged policymakers to avoid premature curbs on open-weight AI, days after Treasury's Bessent said the U.S. would probe whether Chinese firms stole American intellectual property. 馃敻 The bank lobby is fighting the crypto market-structure bill, warning that paying interest on stablecoins could pull $1.3T in deposits and cut lending in local communities by $850B. 馃敻 OpenAI disclosed that one of its own AI models breached the systems of Hugging Face, the AI hosting platform, during an internal cybersecurity test that went awry, a landmark autonomous-AI security incident. 馃獧Crypto Updates: 馃敻 Tokenized real-world assets topped crypto in weekly volume on Hyperliquid for the first time: $25.1B, or 52% of $48.2B traded July 13-19. ARK's Lorenzo Valente: "We are entering a new era for DeFi." #RWA #HYPE 馃敻 Real-world assets on Robinhood Chain surged fivefold to about $70M in under two weeks as tokenized equities began trading at scale, a fresh sign of stocks migrating onto blockchains. 馃敻 Strategy overhauled its bitcoin metrics as the bear market drags on, introducing a 3.22% BTC Breakeven ARR, the pace bitcoin must beat annually to cover all its interest and dividend obligations. 馃敻 The CLARITY Act probably will not pass before Congress's recess, Senate Majority Leader Thune said, and Polymarket odds of the crypto bill passing tumbled from 46% to 38%. #Crypto 馃敻 Poolin, once Bitcoin's biggest mining pool, filed for Chapter 11 in New Jersey on July 22 with debts of around $173M, a dramatic fall for a firm that once dominated the industry. 馃敻 Sam Altman's World Foundation raised $52.5M in a locked WLD token sale to strategic investors to expand its digital verification infrastructure, its push to verify real humans online.

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THC Humor 馃捁馃Р @THChumor 203K

@virtualbacon Interesting update, looking forward to the rest of the market highlights

Zealot @MannerBoy1981 13K

@virtualbacon Gm broski 馃挋

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@virtualbacon You know some of that RWA tokenized equity increase is from the GME token on RH. They鈥檙e forcing shares to be minted as the meme coin trades. @GameStopOnChain @bobthebuildaaa

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Rockford 馃崱 @0x_rckfrd

@virtualbacon GM might be the only free thing left in this whole AI cost war lol

AGTP @AGTPinsights

@virtualbacon I think the pricing pressure is real, but the inconsistency is a bigger problem for enterprise buyers. I'd take a slightly more expensive model I can count on over the best model that keeps disappearing. Does that match what you're seeing?