7.23 All-In Morning Brief: Google single-handedly saved the entire AI industry—some people still don’t understand what Google’s earnings report actually means and keep mocking it 😂, I’m just speechless. 1. $BTC continues to oscillate; after all, it’s earnings season for U.S. stocks—can’t ignore the context; 2. $ETH? Well, Tom Lee’s interest rates are just ridiculously high; 3. $SOL is doing its own thing, completely indifferent to external conditions; 4. Transcript leaked from Liang Wenfeng’s investor meeting: He stated that restraint is a strategy, with AGI as the goal—not a super app; Liang Sheng? 5. Grayscale filings reveal that 100 wallets hold 90% of Worldcoin’s circulating supply; Super high concentration? 6. Jim Cramer is watching AI compute power hubs built by former Bitcoin miners—hedge funds are making big bets on this stock; 7. Scaramucci says the CLARITY Act’s crypto ethics guidelines aren’t enough—he wants to eliminate insider trading; How do you even make money here? 8. CryptoQuant analyst: Institutional demand for Bitcoin remains at low levels, reflecting market pessimism; 9. Tesla’s Q2 profit missed expectations; FSD penetration rose, but high CapEx pressured cash flow; 10. Ondo Perps launches Ondo Points rewards program, incentivizing users who hold and trade; Could this really be what’s driving the rally? 11. Circle signs MOU with Kakao Group to evaluate USDC payment applications; 12. Foreign investors bought a net 2.62 trillion KRW on Korea’s main board yesterday—the highest in nearly two months; Were foreign investors fleeing before, and now are they rushing back in? 13. Google’s Q2 cloud business beat expectations again, but negative free cash flow triggered a valuation reassessment; 14. Bitwise CIO: Signs of a market bottom are emerging; the next bull run will be driven by the convergence of on-chain and traditional finance; 15. @solana sees another on-chain surge—meme + gambling vibes are back; --------------- There are real opportunities right now—if you just sit on your hands, you’re wasting them. Wake up, everyone 😭. #Bitcoin #Ethereum #Solana #Crypto #Nasdaq