Odaily Morning News
1. JPMorgan: The probability of the Clarity Act passing this year is decreasing, which is unfavorable for the outlook of the crypto market;
2. Insider: A certain exchange has acquired most of the stock investment portfolio held by the "AI Stock God" fund;
3. Multicoin is currently going long on Robinhood (HOOD), and HOOD is the largest stock position for the firm;
4. Insider: The "AI Stock God" fund is liquidating positions after incurring substantial losses;
5. New York State Retirement Fund still holds $29.8 million in Strategy stock and has sold $1.06 million in MSTR;
6. Arthur Hayes: The Federal Reserve's policy opens up upside potential for DeFi projects that have already validated their PMF;
7. Dragonfly partner: Without the development of the crypto industry, the current AI boom may not have occurred;
8. Polymarket's crypto prediction market settlements will switch to TWAP, and a $1 million liquidity incentive will be added in August;
9. The largest ETH holder among Japanese listed companies, Quantum Solutions, sold 1,000 ETH to fund its AI infrastructure business;
10. Bloomberg ETF analyst: Bonds have recently failed to hedge against stock declines, and inflows into money market funds and buffer ETFs are increasing.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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