7.18 Bullish Morning Brief: U.S. stocks took a break—crypto can keep going. Yesterday saw a low open, rally, then a sharp drop at close—though for those holding, it was more than enough. 1. $BTC is nearing $64,000 again—the undisputed leader, the true crypto-native asset; 2. $ETH still can’t recover—was it overbought too early? 3. $SOL? Just here for the show; 4. U.S. consumer confidence rose to 54.4; declining inflation expectations offer some relief to the Fed; 5. Trump Media is offering a $100,000/month plan to promote Truth Social’s high-speed data API; When it comes to business, it’s still the Donald; 6. Iran claims it has struck U.S. military camps and bases in Kuwait and Jordan; The Islamic Revolutionary Guard Corps says the Strait of Hormuz is now fully closed; two oil tankers have exploded and caught fire; Iran warns: if U.S. forces continue attacks, it will launch full-scale strikes against U.S. targets abroad; This oil situation has been thoroughly exploited; 7. Trump claims June’s inflation fell more than expected, signaling a “golden age”; Still, the master of winning; 8. Meta is negotiating to lease computing power to Anthropic, with potential deal value up to $10 billion; SpaceX is in talks to provide billions in computing power for U.S. Department of Defense AI projects; Is their own computing capacity really saturated? 9. Probability of the Fed holding rates steady in July: 85.6%; 10. T. Rowe Price launches an actively managed multi-token spot ETF, managing $189 billion in client assets; 11. Kimi K3 benchmarked for 3D modeling: cost less than half of Claude Fable 5, with comparable raw-style generation quality; Kimi seems to be the most criticized large model in the Chinese-speaking community; 12. Data: @Pumpfun has accumulated $812 million in SOL fee revenue from selling 4.812 million SOL; Still selling—no mercy whatsoever; 13. MiCA regulations triggered the collapse of a Dutch crypto exchange; 14. Bank of America appoints new leadership to bridge the gap between crypto, AI, and traditional finance; 15. Uniswap submits two governance proposals: all new protocol fees will be directed into the UNI burn mechanism; 16. NVIDIA quietly holds $196 million worth of shares in Revolut, a crypto-friendly company; 17. @base crashed -90% today after a rapid pump yesterday—exactly as expected: base:0xb2000000000000000000007bf6d5cbb0e24cb301 @brian_armstrong—pretty nasty, changing your avatar daily; ------------ Whether it’s crypto or stocks, understand your strengths—stop ranting every day about “I’d rather die in AI.” What if you actually do? 😂 #Bitcoin #Ethereum #Solana #Crypto #Nasdaq