Happy Wednesday all! Before we start, something special. I’m running the AI Edge Sale for the next few days. This article is about where I think the next phase of AI investing is going, and I want more of you inside Panic Drop for what comes next. Until August 23, you can get 30% off your first year as a paid subscriber. You’ll get my full portfolio, buy levels, trades and every update I make along the way. Get 30% off Panic Drop for one year If you missed the past 24 hours in crypto and stocks, here's your full recap: 🚨 Major Headlines & Market Moves 🚨 - BlackRock clients bought $143.57 million worth of Bitcoin. - Large holders accumulated about 43,000 Bitcoin worth $2.7 billion over the past 60 days. - The Sec proposed new Regulation Crypto Assets rules to create a clear framework for investment contracts involving crypto assets. - Sec Chairman said that as the Crypto Capital of the World, the U.S. must and will lead, calling the proposal the most historic step yet to modernize federal securities regulations for crypto. - The White House is hosting a crypto summit with industry leaders. - Citi announced it will go live with Bitcoin custody services later this year. - BlackRock remains bullish on Bitcoin, describing the roughly 50% pullback as a positioning correction while the long-term investment case as an emerging global monetary alternative and portfolio diversifier remains unchanged. - VanEck said Bitcoin is currently in an accumulation phase. - Gemini co-founder Cameron Winklevoss called it an unprecedented time to buy the Bitcoin dip. - Robinhood Ceo Vlad Tenev said we are at the beginning of a tokenization supercycle that will eat the entire financial system. - Publicly traded Chinese company Zhibao Technology created a Bitcoin treasury reserve of 2,380 Btc. - Bytedance and Tencent each received about 10,000 Nvidia H200 processors in recent weeks. - Chinese robot maker Unitree is set to open more than 600% higher in its Shanghai trading debut. - The U.S. national debt has increased by approximately $600 billion since July 1. - The 30-year U.S. Treasury yield rose to 5.31%, its highest level since June 2007. - Japan’s 30-year bond yield spiked to 4.05%, the highest level on record. - The Uae suspended all commercial activity and financial transactions with Iran. - Keysight Technologies reported a record quarter with adjusted Eps of $3.07 and revenue of $1.85 billion, up 36% year-over-year. - Home Depot reported Q2 adjusted Eps of $4.92 and revenue of $47.86 billion, beating estimates, though demand for large home-improvement projects remains weak. - 63,222 crypto traders were liquidated in the past 24 hours. - Cftc Chair Mike Selig said the agency is turning the page and charting a course for the new frontier of finance after years of anti-crypto forces stifling innovation. 📊 Altcoin Market Updates 📊 - Whitechain is relaunching as a distribution-first Ethereum L2 supported by W Group. Public testnet, funding applications, and migration track are now open, with up to $300k in funding available per eligible early-stage project. - Securitize launched the Neuberger Securitize High Income Tokenized Fund (Hinc) on Avalanche, bringing high-yield credit onchain from a manager with more than $230 billion in assets under management. - Hyperliquid open interest surpassed $12 billion for the first time since October 10. - Telegram applied for the .gram domain zone. If approved by Icann, a billion Telegram users could receive their own second-level domains and create interactive websites hosted by Telegram with a single prompt. - Fomo flipped Kalshi and entered the top 5 in U.S. iPhone finance rankings on the App Store. - Okx captured more than 30% of Solana daily Dex aggregator volume for the first time, while Jupiter’s share dropped below 50%. - Castle.com launched a full Mmorpg centered around Pvp gambling, with rumors of a potential airdrop beginning to circulate. If you enjoyed this daily roundup, make sure to follow me, I'll see you tomorrow! $BTC $SPY $QQQ $OIL $SMH PS… Want the complete shortcut ding altcoins with precision (without wasting months on trial-and-error)? Clere to grab the Altcoin Profit Toolkit — 8 structur + 3 indicators including the Smart Exit Decoder that shows overbought conditions on multiple timeframes, helping you scan, enter, and exit trades like a pro trader. Written by Timothy Assi, an Elite Popular Investor on eToro. Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only. Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. Connect with me on: 🟦 Linkedin: Timothy Assi 🟪 Instagram: @panic_drop ⬛ X: @timoassi 📧 timothy@panicdrop.com 🟩 Panic Drop Podcast : on your favorite streaming app www.panicdrop.com This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit panicdrop.substack.com/subscribe
