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Prediction Markets and Casinos Are Both Betting Big on WashingtonKalshi spent $990,000 on federal lobbying in the first half of 2026, nearly matching its total for all of last year, as it races to counter the casino industry on Capitol Hill.
The prediction market operator and its gambling-sector rivals are both sharply raising spending. Kalshi’s direct lobbying alone nearly matches the American Gaming Association’s, signaling how hard each side is working to win over lawmakers.
The Prediction Market vs Gambling Lobbying Fight
Kalshi’s $990,000 closes in on the $1 million it spent across all of 2025. Including outside firms, its total nears $1.8 million, a record six-month figure disclosed in federal filings this week.
The company deploys seven lobbying firms, including its in-house team. It has hired former Biden and Obama administration officials to widen its reach. Kalshi also counts Donald Trump Jr. as a paid advisor.
Polymarket keeps a lighter presence. A single firm spent $180,000 on its behalf, pacing toward the $360,000 spent last year.
Kalshi and the American Gaming Association’s Lobbying Efforts. Source: CNBC
The gambling side is spending more, too. The American Gaming Association has committed $1.39 million in 2026, up 30% from the same period last year. The Cherokee Nation, which holds gaming interests, has spent $600,000.
Patrick McHenry, a former Republican congressman who now advises the Coalition for Prediction Markets, said the casino lobby has a structural head start.
“So much of the existing infrastructure of engagement on the Hill and at the states has been by the casino industry. The prediction markets are a new entrant into the policy debate in Washington, and are making great strides at communicating with lawmakers,” he said.
Follow us on X to get the latest news as it happens
Why the Two Sides Are Clashing
At the center of the tension is the rise of prediction markets and their growing pull on retail users. As these venues gain popularity, they are drawing bettors away from traditional sportsbooks.
That shift explains the gambling sector’s resistance. Operators view sports-event contracts as direct competition that bypasses state and tribal gaming rules.
The tension escalated in June, when the gambling industry pressed the Senate to ban sports contracts in the crypto market structure bill.
Prediction markets have also faced concerns about insider trading. Recent incidents highlight the scale of the problem.
That activity has renewed scrutiny from lawmakers, many of whom have introduced bills to curb the practice. The platforms themselves have moved to counter the growing concern.
Subscribe to our YouTube channel to watch leaders and journalists provide expert insights
Prediction Markets and Casinos Are Both Betting Big on Washington
Kalshi spent $990,000 on federal lobbying in the first half of 2026, nearly matching its total for all of last year, as it races to counter the casino industry on Capitol Hill.
The prediction market operator and its gambling-sector rivals are both sharply raising spending. Kalshi’s direct lobbying alone nearly matches the American Gaming Association’s, signaling how hard each side is working to win over lawmakers.
The Prediction Market vs Gambling Lobbying Fight
Kalshi’s $990,000 closes in on the $1 million it spent across all of 2025. Including outside firms, its total nears $1.8 million, a record six-month figure disclosed in federal filings this week.
The company deploys seven lobbying firms, including its in-house team. It has hired former Biden and Obama administration officials to widen its reach. Kalshi also counts Donald Trump Jr. as a paid advisor.
Polymarket keeps a lighter presence. A single firm spent $180,000 on its behalf, pacing toward the $360,000 spent last year.
Kalshi and the American Gaming Association’s Lobbying Efforts. Source: CNBC
The gambling side is spending more, too. The American Gaming Association has committed $1.39 million in 2026, up 30% from the same period last year. The Cherokee Nation, which holds gaming interests, has spent $600,000.
Patrick McHenry, a former Republican congressman who now advises the Coalition for Prediction Markets, said the casino lobby has a structural head start.
“So much of the existing infrastructure of engagement on the Hill and at the states has been by the casino industry. The prediction markets are a new entrant into the policy debate in Washington, and are making great strides at communicating with lawmakers,” he said.
Follow us on X to get the latest news as it happens
Why the Two Sides Are Clashing
At the center of the tension is the rise of prediction markets and their growing pull on retail users. As these venues gain popularity, they are drawing bettors away from traditional sportsbooks.
That shift explains the gambling sector’s resistance. Operators view sports-event contracts as direct competition that bypasses state and tribal gaming rules.
The tension escalated in June, when the gambling industry pressed the Senate to ban sports contracts in the crypto market structure bill.
Prediction markets have also faced concerns about insider trading. Recent incidents highlight the scale of the problem.
That activity has renewed scrutiny from lawmakers, many of whom have introduced bills to curb the practice. The platforms themselves have moved to counter the growing concern.
Subscribe to our YouTube channel to watch leaders and journalists provide expert insights
The prediction market operator and its gambling-sector rivals are both sharply raising spending. Kalshi’s direct lobbying alone nearly matches the American Gaming Association’s, signaling how hard each side is working to win over lawmakers.
The Prediction Market vs Gambling Lobbying Fight
Kalshi’s $990,000 closes in on the $1 million it spent across all of 2025. Including outside firms, its total nears $1.8 million, a record six-month figure disclosed in federal filings this week.
The company deploys seven lobbying firms, including its in-house team. It has hired former Biden and Obama administration officials to widen its reach. Kalshi also counts Donald Trump Jr. as a paid advisor.
Polymarket keeps a lighter presence. A single firm spent $180,000 on its behalf, pacing toward the $360,000 spent last year.
Kalshi and the American Gaming Association’s Lobbying Efforts. Source: CNBC
The gambling side is spending more, too. The American Gaming Association has committed $1.39 million in 2026, up 30% from the same period last year. The Cherokee Nation, which holds gaming interests, has spent $600,000.
Patrick McHenry, a former Republican congressman who now advises the Coalition for Prediction Markets, said the casino lobby has a structural head start.
“So much of the existing infrastructure of engagement on the Hill and at the states has been by the casino industry. The prediction markets are a new entrant into the policy debate in Washington, and are making great strides at communicating with lawmakers,” he said.
Follow us on X to get the latest news as it happens
Why the Two Sides Are Clashing
At the center of the tension is the rise of prediction markets and their growing pull on retail users. As these venues gain popularity, they are drawing bettors away from traditional sportsbooks.
That shift explains the gambling sector’s resistance. Operators view sports-event contracts as direct competition that bypasses state and tribal gaming rules.
The tension escalated in June, when the gambling industry pressed the Senate to ban sports contracts in the crypto market structure bill.
Prediction markets have also faced concerns about insider trading. Recent incidents highlight the scale of the problem.
That activity has renewed scrutiny from lawmakers, many of whom have introduced bills to curb the practice. The platforms themselves have moved to counter the growing concern.
Subscribe to our YouTube channel to watch leaders and journalists provide expert insights
4
Voir la traduction
How Much Has the Iran War Cost the US? Defence Secretary Puts a Number on ItThe war against Iran has run up a heavy bill for the United States, now pegged at $37.5 billion.
The estimate, delivered by Defense Secretary Pete Hegseth, arrives as US strikes on Iran continue for an 11th straight night.
US Defence Secretary Puts Iran War Cost at $37.5 Billion
Hegseth presented the figure to the Senate Appropriations Committee on Tuesday. He said the $37.5 billion covered certain aspects of the war plus anticipated costs through September 30.
Cost estimates have risen sharply since the conflict. Reuters reported in March that the administration valued the first six days of fighting at a minimum of $11.3 billion.
The latest $37.5 billion figure sits roughly $12 billion above the $25 billion estimate Hegseth gave in late April. He offered that number just before Trump brokered a temporary ceasefire with Iran.
The administration is also pressing for more money. In late June, it asked Congress for $87.6 billion in extra funding.
The New York Times reported that as much as $70 billion of that would go to emergency military spending. The funds would cover war costs and pay for new weapons and personnel.
The Pentagon wants $46 billion to expand munitions production. That includes precision bombs, hypersonic missiles, and counter-drone systems.
“This is a new request based on new realities of a world we face, stepping up to meet that moment,” Hegseth stated.
Ordinary Americans are absorbing costs too. Brown University’s Watson Institute estimates that higher gasoline and diesel prices have added $71.8 billion in consumer spending since the war began. That works out to about $548 per US household.
Follow us on X to get the latest news as it happens
US-Iran Ceasefire Proposal Lands as Strikes Hit 11th Night
Diplomacy has run in parallel with the fighting. A senior Iranian official told Reuters on Monday that mediators had handed Tehran a de-escalation proposal.
The plan floats a 10-day ceasefire. The pause would create room to revive an interim deal struck last month.
Those talks have not slowed the strikes. CENTCOM said it finished its 11th consecutive night of operations against Iran on Tuesday evening.
According to CENTCOM, the strikes hit military command centers, aircraft hangars, drone storage sites, and naval assets. The stated goal is to blunt threats to shipping in the Strait of Hormuz.
Subscribe to our YouTube channel to watch leaders and journalists provide expert insights
How Much Has the Iran War Cost the US? Defence Secretary Puts a Number on It
The war against Iran has run up a heavy bill for the United States, now pegged at $37.5 billion.
The estimate, delivered by Defense Secretary Pete Hegseth, arrives as US strikes on Iran continue for an 11th straight night.
US Defence Secretary Puts Iran War Cost at $37.5 Billion
Hegseth presented the figure to the Senate Appropriations Committee on Tuesday. He said the $37.5 billion covered certain aspects of the war plus anticipated costs through September 30.
Cost estimates have risen sharply since the conflict. Reuters reported in March that the administration valued the first six days of fighting at a minimum of $11.3 billion.
The latest $37.5 billion figure sits roughly $12 billion above the $25 billion estimate Hegseth gave in late April. He offered that number just before Trump brokered a temporary ceasefire with Iran.
The administration is also pressing for more money. In late June, it asked Congress for $87.6 billion in extra funding.
The New York Times reported that as much as $70 billion of that would go to emergency military spending. The funds would cover war costs and pay for new weapons and personnel.
The Pentagon wants $46 billion to expand munitions production. That includes precision bombs, hypersonic missiles, and counter-drone systems.
“This is a new request based on new realities of a world we face, stepping up to meet that moment,” Hegseth stated.
Ordinary Americans are absorbing costs too. Brown University’s Watson Institute estimates that higher gasoline and diesel prices have added $71.8 billion in consumer spending since the war began. That works out to about $548 per US household.
Follow us on X to get the latest news as it happens
US-Iran Ceasefire Proposal Lands as Strikes Hit 11th Night
Diplomacy has run in parallel with the fighting. A senior Iranian official told Reuters on Monday that mediators had handed Tehran a de-escalation proposal.
The plan floats a 10-day ceasefire. The pause would create room to revive an interim deal struck last month.
Those talks have not slowed the strikes. CENTCOM said it finished its 11th consecutive night of operations against Iran on Tuesday evening.
According to CENTCOM, the strikes hit military command centers, aircraft hangars, drone storage sites, and naval assets. The stated goal is to blunt threats to shipping in the Strait of Hormuz.
Subscribe to our YouTube channel to watch leaders and journalists provide expert insights
The estimate, delivered by Defense Secretary Pete Hegseth, arrives as US strikes on Iran continue for an 11th straight night.
US Defence Secretary Puts Iran War Cost at $37.5 Billion
Hegseth presented the figure to the Senate Appropriations Committee on Tuesday. He said the $37.5 billion covered certain aspects of the war plus anticipated costs through September 30.
Cost estimates have risen sharply since the conflict. Reuters reported in March that the administration valued the first six days of fighting at a minimum of $11.3 billion.
The latest $37.5 billion figure sits roughly $12 billion above the $25 billion estimate Hegseth gave in late April. He offered that number just before Trump brokered a temporary ceasefire with Iran.
The administration is also pressing for more money. In late June, it asked Congress for $87.6 billion in extra funding.
The New York Times reported that as much as $70 billion of that would go to emergency military spending. The funds would cover war costs and pay for new weapons and personnel.
The Pentagon wants $46 billion to expand munitions production. That includes precision bombs, hypersonic missiles, and counter-drone systems.
“This is a new request based on new realities of a world we face, stepping up to meet that moment,” Hegseth stated.
Ordinary Americans are absorbing costs too. Brown University’s Watson Institute estimates that higher gasoline and diesel prices have added $71.8 billion in consumer spending since the war began. That works out to about $548 per US household.
Follow us on X to get the latest news as it happens
US-Iran Ceasefire Proposal Lands as Strikes Hit 11th Night
Diplomacy has run in parallel with the fighting. A senior Iranian official told Reuters on Monday that mediators had handed Tehran a de-escalation proposal.
The plan floats a 10-day ceasefire. The pause would create room to revive an interim deal struck last month.
Those talks have not slowed the strikes. CENTCOM said it finished its 11th consecutive night of operations against Iran on Tuesday evening.
According to CENTCOM, the strikes hit military command centers, aircraft hangars, drone storage sites, and naval assets. The stated goal is to blunt threats to shipping in the Strait of Hormuz.
Subscribe to our YouTube channel to watch leaders and journalists provide expert insights
9
Voir la traduction
Digital Chamber Sues Illinois Over 0.2% Crypto Tax LawThe Digital Chamber sued the Illinois Department of Revenue on Tuesday, asking a Sangamon County court to strike down the state’s new Digital Asset Tax Act before it takes effect.
The trade group represents more than 250 blockchain firms. It argues the 0.2% levy unfairly singles out digital assets based on the technology used to record ownership.
Inside Illinois’ Digital Asset Tax Act
Illinois enacted the Digital Asset Tax Act as Article 3 of Public Act 104-0468. The measure sets a 0.2% tax on the exchange, transfer, or storage of a customer’s digital asset.
Brokers must also register with the Department of Revenue. Violating the Illinois statute exposes them to Class 3 felony charges. The tax takes effect January 1, 2027.
Governor JB Pritzker signed Senate Bill 3019 into law in June. It drew heavy backlash from the crypto industry at the time, and the courts are now involved.
Follow us on X to get the latest news as it happens
Illinois Crypto Tax Faces Legal Challenge Months Before Launch
The Digital Chamber’s lawsuit raises six claims under state and federal law. It argues that the tax treats identical property differently based only on how ownership is recorded.
“Put simply, this tax discriminates against people who transact in digital assets,” the group said.
A tokenized Treasury and a book-entry Treasury carry the same rights, the suit says. However, only the blockchain version is subject to tax. The filing compares the setup to taxing one email system but not another.
The group also warns that the definition could stretch far beyond crypto. It says future state taxes could reach AI-enabled settlement systems and cloud-based payment networks.
“Taxes should be carefully considered, not only for the revenue they produce but for the fairness of those being taxed. That was not the case here, as the provision slipped into legislation the night before the bill’s final consideration,” CEO Cody Carbone said.
The suit asks the court to declare the Act void and block enforcement. A repeal bill, House Bill 5798, remains pending in the legislature.
Subscribe to our YouTube channel to watch leaders and journalists provide expert insights
Digital Chamber Sues Illinois Over 0.2% Crypto Tax Law
The Digital Chamber sued the Illinois Department of Revenue on Tuesday, asking a Sangamon County court to strike down the state’s new Digital Asset Tax Act before it takes effect.
The trade group represents more than 250 blockchain firms. It argues the 0.2% levy unfairly singles out digital assets based on the technology used to record ownership.
Inside Illinois’ Digital Asset Tax Act
Illinois enacted the Digital Asset Tax Act as Article 3 of Public Act 104-0468. The measure sets a 0.2% tax on the exchange, transfer, or storage of a customer’s digital asset.
Brokers must also register with the Department of Revenue. Violating the Illinois statute exposes them to Class 3 felony charges. The tax takes effect January 1, 2027.
Governor JB Pritzker signed Senate Bill 3019 into law in June. It drew heavy backlash from the crypto industry at the time, and the courts are now involved.
Follow us on X to get the latest news as it happens
Illinois Crypto Tax Faces Legal Challenge Months Before Launch
The Digital Chamber’s lawsuit raises six claims under state and federal law. It argues that the tax treats identical property differently based only on how ownership is recorded.
“Put simply, this tax discriminates against people who transact in digital assets,” the group said.
A tokenized Treasury and a book-entry Treasury carry the same rights, the suit says. However, only the blockchain version is subject to tax. The filing compares the setup to taxing one email system but not another.
The group also warns that the definition could stretch far beyond crypto. It says future state taxes could reach AI-enabled settlement systems and cloud-based payment networks.
“Taxes should be carefully considered, not only for the revenue they produce but for the fairness of those being taxed. That was not the case here, as the provision slipped into legislation the night before the bill’s final consideration,” CEO Cody Carbone said.
The suit asks the court to declare the Act void and block enforcement. A repeal bill, House Bill 5798, remains pending in the legislature.
Subscribe to our YouTube channel to watch leaders and journalists provide expert insights
The trade group represents more than 250 blockchain firms. It argues the 0.2% levy unfairly singles out digital assets based on the technology used to record ownership.
Inside Illinois’ Digital Asset Tax Act
Illinois enacted the Digital Asset Tax Act as Article 3 of Public Act 104-0468. The measure sets a 0.2% tax on the exchange, transfer, or storage of a customer’s digital asset.
Brokers must also register with the Department of Revenue. Violating the Illinois statute exposes them to Class 3 felony charges. The tax takes effect January 1, 2027.
Governor JB Pritzker signed Senate Bill 3019 into law in June. It drew heavy backlash from the crypto industry at the time, and the courts are now involved.
Follow us on X to get the latest news as it happens
Illinois Crypto Tax Faces Legal Challenge Months Before Launch
The Digital Chamber’s lawsuit raises six claims under state and federal law. It argues that the tax treats identical property differently based only on how ownership is recorded.
“Put simply, this tax discriminates against people who transact in digital assets,” the group said.
A tokenized Treasury and a book-entry Treasury carry the same rights, the suit says. However, only the blockchain version is subject to tax. The filing compares the setup to taxing one email system but not another.
The group also warns that the definition could stretch far beyond crypto. It says future state taxes could reach AI-enabled settlement systems and cloud-based payment networks.
“Taxes should be carefully considered, not only for the revenue they produce but for the fairness of those being taxed. That was not the case here, as the provision slipped into legislation the night before the bill’s final consideration,” CEO Cody Carbone said.
The suit asks the court to declare the Act void and block enforcement. A repeal bill, House Bill 5798, remains pending in the legislature.
Subscribe to our YouTube channel to watch leaders and journalists provide expert insights
14
Les actions de Hut 8 explosent et gagnent jusqu’à 200 % en 2026 alors que l’activité de minage Bitcoin peineLes actions de Hut 8 Corp. (HUT) ont oscillé entre 44 $ et 133 $ en 2026, soit un gain de près de 200 % du plus haut au plus bas, d’après les données de TradingView.
Le titre se négocie désormais près de 108 $, en hausse d’environ 128 % depuis le début de l’année, après que Hut 8 a signé un bail de 9,8 milliards de dollars sur 15 ans avec un hyperscaler technologique non identifié.
Le pivot de l’IA
S’exprimant à CNBC, le PDG Asher Genoot a déclaré que cela prouvait que le pivot de Hut 8, du minage de Bitcoin vers des infrastructures d’intelligence artificielle (IA), porte ses fruits pour les actionnaires.
Le nouveau bail ajoute 704 mégawatts de capacité à Beacon Point, le campus de centres de données d’IA de Hut 8 au Texas, et implique 653 millions de dollars de revenus annuels. Genoot a déclaré que Hut 8 n’avait aucun revenu d’IA contracté il y a environ un an.
Les actions de Hut 8 explosent et gagnent jusqu’à 200 % en 2026 alors que l’activité de minage Bitcoin peine
Les actions de Hut 8 Corp. (HUT) ont oscillé entre 44 $ et 133 $ en 2026, soit un gain de près de 200 % du plus haut au plus bas, d’après les données de TradingView.
Le titre se négocie désormais près de 108 $, en hausse d’environ 128 % depuis le début de l’année, après que Hut 8 a signé un bail de 9,8 milliards de dollars sur 15 ans avec un hyperscaler technologique non identifié.
Le pivot de l’IA
S’exprimant à CNBC, le PDG Asher Genoot a déclaré que cela prouvait que le pivot de Hut 8, du minage de Bitcoin vers des infrastructures d’intelligence artificielle (IA), porte ses fruits pour les actionnaires.
Le nouveau bail ajoute 704 mégawatts de capacité à Beacon Point, le campus de centres de données d’IA de Hut 8 au Texas, et implique 653 millions de dollars de revenus annuels. Genoot a déclaré que Hut 8 n’avait aucun revenu d’IA contracté il y a environ un an.
Le titre se négocie désormais près de 108 $, en hausse d’environ 128 % depuis le début de l’année, après que Hut 8 a signé un bail de 9,8 milliards de dollars sur 15 ans avec un hyperscaler technologique non identifié.
Le pivot de l’IA
S’exprimant à CNBC, le PDG Asher Genoot a déclaré que cela prouvait que le pivot de Hut 8, du minage de Bitcoin vers des infrastructures d’intelligence artificielle (IA), porte ses fruits pour les actionnaires.
Le nouveau bail ajoute 704 mégawatts de capacité à Beacon Point, le campus de centres de données d’IA de Hut 8 au Texas, et implique 653 millions de dollars de revenus annuels. Genoot a déclaré que Hut 8 n’avait aucun revenu d’IA contracté il y a environ un an.
60
L’indice crypto S&P Dow Jones évince Bitcoin, pas un protocole générant des revenusS&P Dow Jones Indices et Pantera Capital ont lancé l’indice S&P Pantera Digital Asset, un nouveau repère crypto qui exclut entièrement Bitcoin (BTC).
« Le PDG Cathy Clay a déclaré que Bitcoin échoue au test fondamental de l’indice, générant de vrais revenus liés au protocole plutôt que d’être uniquement échangé sur la base de la spéculation. »
Comment l’indice pèse ses jetons
L’indice compte 18 composantes. Ses cinq plus importantes participations sont Ether (ETH), Binance Coin (BNB), Solana (SOL), Tron (TRX) et Hyperliquid (HYPE), une bourse décentralisée de dérivés.
L’indice crypto S&P Dow Jones évince Bitcoin, pas un protocole générant des revenus
S&P Dow Jones Indices et Pantera Capital ont lancé l’indice S&P Pantera Digital Asset, un nouveau repère crypto qui exclut entièrement Bitcoin (BTC).
« Le PDG Cathy Clay a déclaré que Bitcoin échoue au test fondamental de l’indice, générant de vrais revenus liés au protocole plutôt que d’être uniquement échangé sur la base de la spéculation. »
Comment l’indice pèse ses jetons
L’indice compte 18 composantes. Ses cinq plus importantes participations sont Ether (ETH), Binance Coin (BNB), Solana (SOL), Tron (TRX) et Hyperliquid (HYPE), une bourse décentralisée de dérivés.
« Le PDG Cathy Clay a déclaré que Bitcoin échoue au test fondamental de l’indice, générant de vrais revenus liés au protocole plutôt que d’être uniquement échangé sur la base de la spéculation. »
Comment l’indice pèse ses jetons
L’indice compte 18 composantes. Ses cinq plus importantes participations sont Ether (ETH), Binance Coin (BNB), Solana (SOL), Tron (TRX) et Hyperliquid (HYPE), une bourse décentralisée de dérivés.
102
Voir la traduction
Kospi Jumps 5% as Asian Chipmakers Rebound From AI SelloffSouth Korea’s Kospi surged over 5% to a high of 7,164 on Wednesday’s early trading, extending its rebound from an artificial intelligence stock selloff. Asian chipmakers led the gains for a second straight session.
Japan’s Nikkei 225 added near 2% to 67,524.22, also in early trading. The rally builds on Tuesday’s rebound across Asian markets.
Samsung, SK Hynix Lead the Recovery
The gains extend July 21’s rebound, when the Kospi jumped 3.6% and the Nikkei rose 3% after a number of days trending downwards. Chipmakers are looking to pull the Kospi back from a bear market slide that AI valuation fears caused earlier this month.
Samsung Electronics surged reversed its downward trend on Tuesday while SK Hynix, the memory chipmaker, gained also started gaining, recovering from its sharp sidecar plunge earlier this month.
The Kospi has managed to stop the fall in its price seen over the last few days. Image Source: Trading View
The Kospi is still down more than 20% over the past month, even after gaining over 50% year-to-date. Investors had locked in profits on AI bubble concerns.
Wall Street Also Jumps at Semiconductors
Wall Street added its own momentum on Tuesday. The Nasdaq 100 posted its best session in three weeks, and a key semiconductor gauge jumped 5.2%, according to Bloomberg.
Analysts remain split on whether the bounce will last.
“The recent correction appears more consistent with a healthy reset following a parabolic advance than a fundamental breakdown in the AI investment theme.”Adam Turnquist, LPL Financial
Nearly 20% of S&P 500 companies by market value report earnings this week. Alphabet and Tesla release results Wednesday. Those results will test whether the chip rally can hold.
Kospi Jumps 5% as Asian Chipmakers Rebound From AI Selloff
South Korea’s Kospi surged over 5% to a high of 7,164 on Wednesday’s early trading, extending its rebound from an artificial intelligence stock selloff. Asian chipmakers led the gains for a second straight session.
Japan’s Nikkei 225 added near 2% to 67,524.22, also in early trading. The rally builds on Tuesday’s rebound across Asian markets.
Samsung, SK Hynix Lead the Recovery
The gains extend July 21’s rebound, when the Kospi jumped 3.6% and the Nikkei rose 3% after a number of days trending downwards. Chipmakers are looking to pull the Kospi back from a bear market slide that AI valuation fears caused earlier this month.
Samsung Electronics surged reversed its downward trend on Tuesday while SK Hynix, the memory chipmaker, gained also started gaining, recovering from its sharp sidecar plunge earlier this month.
The Kospi has managed to stop the fall in its price seen over the last few days. Image Source: Trading View
The Kospi is still down more than 20% over the past month, even after gaining over 50% year-to-date. Investors had locked in profits on AI bubble concerns.
Wall Street Also Jumps at Semiconductors
Wall Street added its own momentum on Tuesday. The Nasdaq 100 posted its best session in three weeks, and a key semiconductor gauge jumped 5.2%, according to Bloomberg.
Analysts remain split on whether the bounce will last.
“The recent correction appears more consistent with a healthy reset following a parabolic advance than a fundamental breakdown in the AI investment theme.”Adam Turnquist, LPL Financial
Nearly 20% of S&P 500 companies by market value report earnings this week. Alphabet and Tesla release results Wednesday. Those results will test whether the chip rally can hold.
Japan’s Nikkei 225 added near 2% to 67,524.22, also in early trading. The rally builds on Tuesday’s rebound across Asian markets.
Samsung, SK Hynix Lead the Recovery
The gains extend July 21’s rebound, when the Kospi jumped 3.6% and the Nikkei rose 3% after a number of days trending downwards. Chipmakers are looking to pull the Kospi back from a bear market slide that AI valuation fears caused earlier this month.
Samsung Electronics surged reversed its downward trend on Tuesday while SK Hynix, the memory chipmaker, gained also started gaining, recovering from its sharp sidecar plunge earlier this month.
The Kospi has managed to stop the fall in its price seen over the last few days. Image Source: Trading View
The Kospi is still down more than 20% over the past month, even after gaining over 50% year-to-date. Investors had locked in profits on AI bubble concerns.
Wall Street Also Jumps at Semiconductors
Wall Street added its own momentum on Tuesday. The Nasdaq 100 posted its best session in three weeks, and a key semiconductor gauge jumped 5.2%, according to Bloomberg.
Analysts remain split on whether the bounce will last.
“The recent correction appears more consistent with a healthy reset following a parabolic advance than a fundamental breakdown in the AI investment theme.”Adam Turnquist, LPL Financial
Nearly 20% of S&P 500 companies by market value report earnings this week. Alphabet and Tesla release results Wednesday. Those results will test whether the chip rally can hold.
60
Voir la traduction
Tesla Earnings Today: What to Expect as Investors Eye Profit Margins Over DeliveriesTesla (TSLA) reports second-quarter earnings today after US markets close. Investors already know how many cars it sold, so the real test is profit.
Wall Street expects a sharp jump in earnings per share from last quarter. Most of Tesla’s good news already came out weeks ago, though.
What Wall Street Expects
Analyst estimates cluster between $0.50 and $0.55 per share. That marks a solid jump from the $0.41 Tesla earned in the first quarter.
Revenue forecasts range from about $25.7 billion to $27.6 billion. That is up from $22.39 billion in the prior quarter.
Despite some good results and deliveries, Tesla stock is down over 17% year to date. Image Source: Trading View
Tesla’s earnings record has been uneven, though, it has missed some estimates in six of its last 10 quarters, according to Zacks Investment Research. Still, it beat those estimates by double digits over the last two quarters, with an average surprise of 5.48% over the last four.
Why the Delivery Numbers Won’t Move Much
Tesla already told investors it delivered 480,126 vehicles in the second quarter. That is a 25% jump from a year earlier and well above the roughly 406,000 vehicles analysts expected.
Energy storage deployments rose more than 40% from last year too. Because these figures came out weeks ago, much of that good news likely already sits in Tesla’s share price.
What Could Actually Swing the Stock
The number investors will watch closest is Tesla’s automotive profit margin, excluding regulatory credits. Tesla earns these credits by beating emissions rules, then sells them to automakers that fall short.
Estimates point to a possible dip to around 18.1%, down from 19.2% in the first quarter. Discounts and cheap financing offers could explain the drop.
Investors will also listen for updates on three things: Tesla’s Cybercab robotaxi rollout, its Full Self-Driving software, and AI infrastructure spending. Analysts frame the stakes directly.
Tesla’s stronger automotive performance should improve near-term earnings and help finance its artificial intelligence investments, but Robotaxi, Full Self-Driving and Optimus remain the main drivers of the stock’s valuation, this according to analysts at Morgan Stanley and Barclays.
Tesla’s first-quarter earnings beat came alongside a $2 billion investment in Elon Musk’s SpaceX, a company that has seen a sharp share price slide of its own this year. The report also lands in the middle of a broader corporate earnings season, following strong results from major banks earlier this month.
The Bottom Line
Options markets are pricing a swing of roughly 6% to 8% in either direction once Tesla reports. A margin beat paired with a firm robotaxi timeline could support the stock. A vague update on autonomy, even with strong headline numbers, may not be enough to change the story.
Tesla Earnings Today: What to Expect as Investors Eye Profit Margins Over Deliveries
Tesla (TSLA) reports second-quarter earnings today after US markets close. Investors already know how many cars it sold, so the real test is profit.
Wall Street expects a sharp jump in earnings per share from last quarter. Most of Tesla’s good news already came out weeks ago, though.
What Wall Street Expects
Analyst estimates cluster between $0.50 and $0.55 per share. That marks a solid jump from the $0.41 Tesla earned in the first quarter.
Revenue forecasts range from about $25.7 billion to $27.6 billion. That is up from $22.39 billion in the prior quarter.
Despite some good results and deliveries, Tesla stock is down over 17% year to date. Image Source: Trading View
Tesla’s earnings record has been uneven, though, it has missed some estimates in six of its last 10 quarters, according to Zacks Investment Research. Still, it beat those estimates by double digits over the last two quarters, with an average surprise of 5.48% over the last four.
Why the Delivery Numbers Won’t Move Much
Tesla already told investors it delivered 480,126 vehicles in the second quarter. That is a 25% jump from a year earlier and well above the roughly 406,000 vehicles analysts expected.
Energy storage deployments rose more than 40% from last year too. Because these figures came out weeks ago, much of that good news likely already sits in Tesla’s share price.
What Could Actually Swing the Stock
The number investors will watch closest is Tesla’s automotive profit margin, excluding regulatory credits. Tesla earns these credits by beating emissions rules, then sells them to automakers that fall short.
Estimates point to a possible dip to around 18.1%, down from 19.2% in the first quarter. Discounts and cheap financing offers could explain the drop.
Investors will also listen for updates on three things: Tesla’s Cybercab robotaxi rollout, its Full Self-Driving software, and AI infrastructure spending. Analysts frame the stakes directly.
Tesla’s stronger automotive performance should improve near-term earnings and help finance its artificial intelligence investments, but Robotaxi, Full Self-Driving and Optimus remain the main drivers of the stock’s valuation, this according to analysts at Morgan Stanley and Barclays.
Tesla’s first-quarter earnings beat came alongside a $2 billion investment in Elon Musk’s SpaceX, a company that has seen a sharp share price slide of its own this year. The report also lands in the middle of a broader corporate earnings season, following strong results from major banks earlier this month.
The Bottom Line
Options markets are pricing a swing of roughly 6% to 8% in either direction once Tesla reports. A margin beat paired with a firm robotaxi timeline could support the stock. A vague update on autonomy, even with strong headline numbers, may not be enough to change the story.
Wall Street expects a sharp jump in earnings per share from last quarter. Most of Tesla’s good news already came out weeks ago, though.
What Wall Street Expects
Analyst estimates cluster between $0.50 and $0.55 per share. That marks a solid jump from the $0.41 Tesla earned in the first quarter.
Revenue forecasts range from about $25.7 billion to $27.6 billion. That is up from $22.39 billion in the prior quarter.
Despite some good results and deliveries, Tesla stock is down over 17% year to date. Image Source: Trading View
Tesla’s earnings record has been uneven, though, it has missed some estimates in six of its last 10 quarters, according to Zacks Investment Research. Still, it beat those estimates by double digits over the last two quarters, with an average surprise of 5.48% over the last four.
Why the Delivery Numbers Won’t Move Much
Tesla already told investors it delivered 480,126 vehicles in the second quarter. That is a 25% jump from a year earlier and well above the roughly 406,000 vehicles analysts expected.
Energy storage deployments rose more than 40% from last year too. Because these figures came out weeks ago, much of that good news likely already sits in Tesla’s share price.
What Could Actually Swing the Stock
The number investors will watch closest is Tesla’s automotive profit margin, excluding regulatory credits. Tesla earns these credits by beating emissions rules, then sells them to automakers that fall short.
Estimates point to a possible dip to around 18.1%, down from 19.2% in the first quarter. Discounts and cheap financing offers could explain the drop.
Investors will also listen for updates on three things: Tesla’s Cybercab robotaxi rollout, its Full Self-Driving software, and AI infrastructure spending. Analysts frame the stakes directly.
Tesla’s stronger automotive performance should improve near-term earnings and help finance its artificial intelligence investments, but Robotaxi, Full Self-Driving and Optimus remain the main drivers of the stock’s valuation, this according to analysts at Morgan Stanley and Barclays.
Tesla’s first-quarter earnings beat came alongside a $2 billion investment in Elon Musk’s SpaceX, a company that has seen a sharp share price slide of its own this year. The report also lands in the middle of a broader corporate earnings season, following strong results from major banks earlier this month.
The Bottom Line
Options markets are pricing a swing of roughly 6% to 8% in either direction once Tesla reports. A margin beat paired with a firm robotaxi timeline could support the stock. A vague update on autonomy, even with strong headline numbers, may not be enough to change the story.
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Voir la traduction
Google Earnings Today: What to Expect as AI Spending Faces ScrutinyAlphabet (GOOGL), Google’s parent company, reports second-quarter earnings today after the market closes. Wall Street expects double-digit growth. But investors are watching one thing more closely: can the company’s massive artificial intelligence spending start to pay off?
The stock has climbed sharply over the past year. It has also pulled back from its May highs heading into the print. Here is what a general investor should watch for.
The Numbers Analysts Expect
Consensus estimates point to revenue of roughly $116.8 billion, up about 21% from a year earlier. Analysts expect earnings of approximately $2.89 per share. Alphabet has beaten estimates for several straight quarters. That track record raises the bar for today’s report.
Alphabet saw a substantial spike in May, but the stock price has been generally slipping since then. Image Source: Trading View
Google Cloud grew 63% year over year last quarter, the fastest pace among major cloud providers. Total company revenue rose 22% to $109.8 billion. The cloud unit’s profit margin nearly doubled too.
Net income also jumped, but unrealized gains on Alphabet’s stakes in companies like SpaceX drove much of that increase. Investors will look past the headline profit number today. They want to gauge how much came from actual operations, not paper gains. Cloud growth, not the profit headline, is the number that matters most this quarter.
AI Spending Is the Real Story
Alphabet has guided for $180 billion to $190 billion in 2026 capital spending. That’s the money it spends building data centers and AI chips, however, thatfigure has tested investor patience. The company recently raised fresh equity to help fund the buildout, a move that broke a decades-long habit of funding growth internally.
Cloud’s roughly $460 billion order backlog fuels the bull case and points to years of future revenue already booked. The bear case is simpler; slow profit conversion, or a Gemini rollout that keeps slipping, could send the stock lower regardless of today’s headline numbers.
What Else Could Move the Stock
Search advertising remains Alphabet’s largest business and Investors want reassurance that AI-generated search summaries aren’t eroding traditional ad revenue. Some Wall Street desks have also rotated out of Meta stock and into Google because they’re betting Alphabet’s cloud and chip business offers a clearer path to AI profits than its rivals.
Alphabet’s custom AI chips, called Tensor Processing Units, add another wrinkle. The company recently started selling this chip technology to outside customers. Any update on that business could reshape how analysts view Alphabet’s AI strategy beyond its own products.
The takeaway for most investors is simple. The market wants proof that Alphabet’s AI bet is turning into durable profit, not just bigger bills, so Strong revenue alone won’t be enough today.
Watch how management addresses capex, Cloud backlog conversion, and the Gemini timeline on today’s call. Those answers could move the stock more than the quarterly numbers themselves.
Google Earnings Today: What to Expect as AI Spending Faces Scrutiny
Alphabet (GOOGL), Google’s parent company, reports second-quarter earnings today after the market closes. Wall Street expects double-digit growth. But investors are watching one thing more closely: can the company’s massive artificial intelligence spending start to pay off?
The stock has climbed sharply over the past year. It has also pulled back from its May highs heading into the print. Here is what a general investor should watch for.
The Numbers Analysts Expect
Consensus estimates point to revenue of roughly $116.8 billion, up about 21% from a year earlier. Analysts expect earnings of approximately $2.89 per share. Alphabet has beaten estimates for several straight quarters. That track record raises the bar for today’s report.
Alphabet saw a substantial spike in May, but the stock price has been generally slipping since then. Image Source: Trading View
Google Cloud grew 63% year over year last quarter, the fastest pace among major cloud providers. Total company revenue rose 22% to $109.8 billion. The cloud unit’s profit margin nearly doubled too.
Net income also jumped, but unrealized gains on Alphabet’s stakes in companies like SpaceX drove much of that increase. Investors will look past the headline profit number today. They want to gauge how much came from actual operations, not paper gains. Cloud growth, not the profit headline, is the number that matters most this quarter.
AI Spending Is the Real Story
Alphabet has guided for $180 billion to $190 billion in 2026 capital spending. That’s the money it spends building data centers and AI chips, however, thatfigure has tested investor patience. The company recently raised fresh equity to help fund the buildout, a move that broke a decades-long habit of funding growth internally.
Cloud’s roughly $460 billion order backlog fuels the bull case and points to years of future revenue already booked. The bear case is simpler; slow profit conversion, or a Gemini rollout that keeps slipping, could send the stock lower regardless of today’s headline numbers.
What Else Could Move the Stock
Search advertising remains Alphabet’s largest business and Investors want reassurance that AI-generated search summaries aren’t eroding traditional ad revenue. Some Wall Street desks have also rotated out of Meta stock and into Google because they’re betting Alphabet’s cloud and chip business offers a clearer path to AI profits than its rivals.
Alphabet’s custom AI chips, called Tensor Processing Units, add another wrinkle. The company recently started selling this chip technology to outside customers. Any update on that business could reshape how analysts view Alphabet’s AI strategy beyond its own products.
The takeaway for most investors is simple. The market wants proof that Alphabet’s AI bet is turning into durable profit, not just bigger bills, so Strong revenue alone won’t be enough today.
Watch how management addresses capex, Cloud backlog conversion, and the Gemini timeline on today’s call. Those answers could move the stock more than the quarterly numbers themselves.
The stock has climbed sharply over the past year. It has also pulled back from its May highs heading into the print. Here is what a general investor should watch for.
The Numbers Analysts Expect
Consensus estimates point to revenue of roughly $116.8 billion, up about 21% from a year earlier. Analysts expect earnings of approximately $2.89 per share. Alphabet has beaten estimates for several straight quarters. That track record raises the bar for today’s report.
Alphabet saw a substantial spike in May, but the stock price has been generally slipping since then. Image Source: Trading View
Google Cloud grew 63% year over year last quarter, the fastest pace among major cloud providers. Total company revenue rose 22% to $109.8 billion. The cloud unit’s profit margin nearly doubled too.
Net income also jumped, but unrealized gains on Alphabet’s stakes in companies like SpaceX drove much of that increase. Investors will look past the headline profit number today. They want to gauge how much came from actual operations, not paper gains. Cloud growth, not the profit headline, is the number that matters most this quarter.
AI Spending Is the Real Story
Alphabet has guided for $180 billion to $190 billion in 2026 capital spending. That’s the money it spends building data centers and AI chips, however, thatfigure has tested investor patience. The company recently raised fresh equity to help fund the buildout, a move that broke a decades-long habit of funding growth internally.
Cloud’s roughly $460 billion order backlog fuels the bull case and points to years of future revenue already booked. The bear case is simpler; slow profit conversion, or a Gemini rollout that keeps slipping, could send the stock lower regardless of today’s headline numbers.
What Else Could Move the Stock
Search advertising remains Alphabet’s largest business and Investors want reassurance that AI-generated search summaries aren’t eroding traditional ad revenue. Some Wall Street desks have also rotated out of Meta stock and into Google because they’re betting Alphabet’s cloud and chip business offers a clearer path to AI profits than its rivals.
Alphabet’s custom AI chips, called Tensor Processing Units, add another wrinkle. The company recently started selling this chip technology to outside customers. Any update on that business could reshape how analysts view Alphabet’s AI strategy beyond its own products.
The takeaway for most investors is simple. The market wants proof that Alphabet’s AI bet is turning into durable profit, not just bigger bills, so Strong revenue alone won’t be enough today.
Watch how management addresses capex, Cloud backlog conversion, and the Gemini timeline on today’s call. Those answers could move the stock more than the quarterly numbers themselves.
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L’argent de l’IA se réoriente-t-il vers l’Ethereum ? Tom Lee cite une surperformance de 72 %Tom Lee affirme que la transaction liée à l’IA change de voie. Il indique que l’Ethereum (ETH) surpasse l’ETF Roundhill Memory (DRAM) de 72 % en termes relatifs ce mois-ci, signe que l’argent lié à l’IA se réoriente vers l’Ethereum.
L’ETH a progressé de 24 % dans sa fenêtre de graphique, tandis que le fonds de mémoire reculait de 38 %. Lee, cofondateur du cabinet de recherche Fundstrat, préside désormais BitMine, l’un des plus importants détenteurs d’ETH.
ETH en hausse de 24 %, fonds de mémoire en baisse de 38 %
Lee a partagé le graphique lundi dans une publication. Les 72 % correspondent à la hausse sur le graphique de la proportion de Lee. Elle compare l’ETF iShares Ethereum Trust de BlackRock (ETHA) au fonds de mémoire. Cette proportion est passée de 100 à 172 entre le 25 juin et le 21 juillet.
L’argent de l’IA se réoriente-t-il vers l’Ethereum ? Tom Lee cite une surperformance de 72 %
Tom Lee affirme que la transaction liée à l’IA change de voie. Il indique que l’Ethereum (ETH) surpasse l’ETF Roundhill Memory (DRAM) de 72 % en termes relatifs ce mois-ci, signe que l’argent lié à l’IA se réoriente vers l’Ethereum.
L’ETH a progressé de 24 % dans sa fenêtre de graphique, tandis que le fonds de mémoire reculait de 38 %. Lee, cofondateur du cabinet de recherche Fundstrat, préside désormais BitMine, l’un des plus importants détenteurs d’ETH.
ETH en hausse de 24 %, fonds de mémoire en baisse de 38 %
Lee a partagé le graphique lundi dans une publication. Les 72 % correspondent à la hausse sur le graphique de la proportion de Lee. Elle compare l’ETF iShares Ethereum Trust de BlackRock (ETHA) au fonds de mémoire. Cette proportion est passée de 100 à 172 entre le 25 juin et le 21 juillet.
L’ETH a progressé de 24 % dans sa fenêtre de graphique, tandis que le fonds de mémoire reculait de 38 %. Lee, cofondateur du cabinet de recherche Fundstrat, préside désormais BitMine, l’un des plus importants détenteurs d’ETH.
ETH en hausse de 24 %, fonds de mémoire en baisse de 38 %
Lee a partagé le graphique lundi dans une publication. Les 72 % correspondent à la hausse sur le graphique de la proportion de Lee. Elle compare l’ETF iShares Ethereum Trust de BlackRock (ETHA) au fonds de mémoire. Cette proportion est passée de 100 à 172 entre le 25 juin et le 21 juillet.
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Paris Blockchain Week entre dans l’ère de l’IA sous un nouveau propriétaireParis Blockchain Week entame un nouveau chapitre sous un nouveau nom, avec un périmètre élargi et un nouveau propriétaire. Hyve Group a acquis Signal Week, anciennement Paris Blockchain Week, ainsi que RAISE Summit et MACHINA Summit. Les conditions n’ont pas été divulguées.
Hyve a déclaré que les trois événements formeront une nouvelle division axée sur l’IA, tout en ajoutant une expertise crypto à son portefeuille fintech.
Signal Week fait désormais partie du groupe Hyve (@hyve_group). Il n’y a plus deux industries. TradFi et actifs numériques constituent un seul système financier, en cours de reconstruction sur des rails partagés, en temps réel. Les courtiers lancent leurs propres chaînes. Les banques émettent des stablecoins. Les protocoles onchain… pic.twitter.com/IIN4ye7xTr
Paris Blockchain Week entre dans l’ère de l’IA sous un nouveau propriétaire
Paris Blockchain Week entame un nouveau chapitre sous un nouveau nom, avec un périmètre élargi et un nouveau propriétaire. Hyve Group a acquis Signal Week, anciennement Paris Blockchain Week, ainsi que RAISE Summit et MACHINA Summit. Les conditions n’ont pas été divulguées.
Hyve a déclaré que les trois événements formeront une nouvelle division axée sur l’IA, tout en ajoutant une expertise crypto à son portefeuille fintech.
Signal Week fait désormais partie du groupe Hyve (@hyve_group). Il n’y a plus deux industries. TradFi et actifs numériques constituent un seul système financier, en cours de reconstruction sur des rails partagés, en temps réel. Les courtiers lancent leurs propres chaînes. Les banques émettent des stablecoins. Les protocoles onchain… pic.twitter.com/IIN4ye7xTr
Hyve a déclaré que les trois événements formeront une nouvelle division axée sur l’IA, tout en ajoutant une expertise crypto à son portefeuille fintech.
Signal Week fait désormais partie du groupe Hyve (@hyve_group). Il n’y a plus deux industries. TradFi et actifs numériques constituent un seul système financier, en cours de reconstruction sur des rails partagés, en temps réel. Les courtiers lancent leurs propres chaînes. Les banques émettent des stablecoins. Les protocoles onchain… pic.twitter.com/IIN4ye7xTr
21
Le don de 140 milliards de dollars de Warren Buffett : Trump Accounts aura-t-il sa part ?Un analyste de premier plan de Bloomberg a une idée audacieuse pour Warren Buffett. Eric Balchunas affirme que l’investisseur devrait donner ses actions de Berkshire Hathaway à Trump Accounts, les nouveaux comptes d’investissement du gouvernement destinés aux enfants américains.
Balchunas a partagé l’idée mardi. Buffett, 95 ans, prévoit de faire don de sa participation restante dans Berkshire, d’une valeur d’environ 140 milliards de dollars, d’ici la fin de 2034.
Pourquoi Balchunas oriente Buffett vers Trump Accounts
Trump Accounts a été lancé le 4 juillet. Il a été créé dans le cadre de la loi One Big Beautiful Bill Act, un nouveau texte fiscal. Chaque enfant éligible né entre 2025 et 2028 reçoit un dépôt de 1 000 $ du Trésor.
Le don de 140 milliards de dollars de Warren Buffett : Trump Accounts aura-t-il sa part ?
Un analyste de premier plan de Bloomberg a une idée audacieuse pour Warren Buffett. Eric Balchunas affirme que l’investisseur devrait donner ses actions de Berkshire Hathaway à Trump Accounts, les nouveaux comptes d’investissement du gouvernement destinés aux enfants américains.
Balchunas a partagé l’idée mardi. Buffett, 95 ans, prévoit de faire don de sa participation restante dans Berkshire, d’une valeur d’environ 140 milliards de dollars, d’ici la fin de 2034.
Pourquoi Balchunas oriente Buffett vers Trump Accounts
Trump Accounts a été lancé le 4 juillet. Il a été créé dans le cadre de la loi One Big Beautiful Bill Act, un nouveau texte fiscal. Chaque enfant éligible né entre 2025 et 2028 reçoit un dépôt de 1 000 $ du Trésor.
Balchunas a partagé l’idée mardi. Buffett, 95 ans, prévoit de faire don de sa participation restante dans Berkshire, d’une valeur d’environ 140 milliards de dollars, d’ici la fin de 2034.
Pourquoi Balchunas oriente Buffett vers Trump Accounts
Trump Accounts a été lancé le 4 juillet. Il a été créé dans le cadre de la loi One Big Beautiful Bill Act, un nouveau texte fiscal. Chaque enfant éligible né entre 2025 et 2028 reçoit un dépôt de 1 000 $ du Trésor.
BTC+1,24%
SPYMETF-0,05%
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La Douma russe a approuvé un projet de loi sur les cryptomonnaies qui pourrait détruire son marchéLa Douma d’État russe a approuvé le 21 juillet un projet de loi crypto complet qui fait entrer les échanges dans un système financier agréé. Les critiques du secteur estiment que ces règles pourraient démanteler le marché qu’elles prétendent réglementer.
Les parlementaires ont adopté le projet de loi n° 1194918-8 en deuxième et troisième lectures le même jour. Il doit encore être approuvé par le Conseil de la Fédération et par le président Vladimir Poutine.
Les principales règles commenceraient le 1er septembre, suivies d’une période de transition se terminant le 1er juillet 2027.
Le parlement russe vient d’approuver un vaste cadre de réglementation des cryptomonnaies. Le projet de loi autorise les règlements transfrontaliers, mais introduit une limite d’achat annuelle de 300 000 roubles pour les traders de détail. Les investisseurs qualifiés sont plafonnés à 3 millions de roubles. Les paiements nationaux sont encore… pic.twitter.com/uA35nOIl5A
La Douma russe a approuvé un projet de loi sur les cryptomonnaies qui pourrait détruire son marché
La Douma d’État russe a approuvé le 21 juillet un projet de loi crypto complet qui fait entrer les échanges dans un système financier agréé. Les critiques du secteur estiment que ces règles pourraient démanteler le marché qu’elles prétendent réglementer.
Les parlementaires ont adopté le projet de loi n° 1194918-8 en deuxième et troisième lectures le même jour. Il doit encore être approuvé par le Conseil de la Fédération et par le président Vladimir Poutine.
Les principales règles commenceraient le 1er septembre, suivies d’une période de transition se terminant le 1er juillet 2027.
Le parlement russe vient d’approuver un vaste cadre de réglementation des cryptomonnaies. Le projet de loi autorise les règlements transfrontaliers, mais introduit une limite d’achat annuelle de 300 000 roubles pour les traders de détail. Les investisseurs qualifiés sont plafonnés à 3 millions de roubles. Les paiements nationaux sont encore… pic.twitter.com/uA35nOIl5A
Les parlementaires ont adopté le projet de loi n° 1194918-8 en deuxième et troisième lectures le même jour. Il doit encore être approuvé par le Conseil de la Fédération et par le président Vladimir Poutine.
Les principales règles commenceraient le 1er septembre, suivies d’une période de transition se terminant le 1er juillet 2027.
Le parlement russe vient d’approuver un vaste cadre de réglementation des cryptomonnaies. Le projet de loi autorise les règlements transfrontaliers, mais introduit une limite d’achat annuelle de 300 000 roubles pour les traders de détail. Les investisseurs qualifiés sont plafonnés à 3 millions de roubles. Les paiements nationaux sont encore… pic.twitter.com/uA35nOIl5A
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Les résultats d’Interactive Brokers révèlent 1,90 Md$ de revenus : comment le cours de l’action IBKR réagira-t-il ?Interactive Brokers (IBKR) a publié un chiffre d’affaires au deuxième trimestre de 1,90 milliard de dollars et un bénéfice par action (BPA) ajusté de 0,69 $. Les deux indicateurs surpassent les estimations de Wall Street, qui s’établissaient à 1,80 milliard de dollars et 0,64 $, et l’action a grimpé d’environ 4 % dans les échanges après la clôture.
Le courtage mondial automatisé, qui propose des actions, des options, des contrats à terme, des cryptomonnaies et des marchés de prédiction, a tiré ses profits vers le haut grâce à l’essor de l’activité des clients. Sa marge bénéficiaire avant impôt a atteint 77 %, contre 75 % un an plus tôt.
Les revenus de commissions ont augmenté de 30 % d’une année sur l’autre pour atteindre 673 millions de dollars. Les volumes de négociation des clients sur les options et les actions ont progressé de 17 % et 14 %, respectivement.
Les résultats d’Interactive Brokers révèlent 1,90 Md$ de revenus : comment le cours de l’action IBKR réagira-t-il ?
Interactive Brokers (IBKR) a publié un chiffre d’affaires au deuxième trimestre de 1,90 milliard de dollars et un bénéfice par action (BPA) ajusté de 0,69 $. Les deux indicateurs surpassent les estimations de Wall Street, qui s’établissaient à 1,80 milliard de dollars et 0,64 $, et l’action a grimpé d’environ 4 % dans les échanges après la clôture.
Le courtage mondial automatisé, qui propose des actions, des options, des contrats à terme, des cryptomonnaies et des marchés de prédiction, a tiré ses profits vers le haut grâce à l’essor de l’activité des clients. Sa marge bénéficiaire avant impôt a atteint 77 %, contre 75 % un an plus tôt.
Les revenus de commissions ont augmenté de 30 % d’une année sur l’autre pour atteindre 673 millions de dollars. Les volumes de négociation des clients sur les options et les actions ont progressé de 17 % et 14 %, respectivement.
Le courtage mondial automatisé, qui propose des actions, des options, des contrats à terme, des cryptomonnaies et des marchés de prédiction, a tiré ses profits vers le haut grâce à l’essor de l’activité des clients. Sa marge bénéficiaire avant impôt a atteint 77 %, contre 75 % un an plus tôt.
Les revenus de commissions ont augmenté de 30 % d’une année sur l’autre pour atteindre 673 millions de dollars. Les volumes de négociation des clients sur les options et les actions ont progressé de 17 % et 14 %, respectivement.
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Le rapport d’OpenAI : ses IA auraient percé un système sécurisé et piraté une autre entrepriseOpenAI affirme que deux de ses modèles d’IA se sont échappés d’un environnement d’essai sécurisé et ont piraté Hugging Face. Les modèles l’ont fait pour tricher lors d’une évaluation interne de cybersécurité.
L’entreprise a divulgué l’incident mardi. Il impliquait GPT-5.6 Sol, le modèle public le plus puissant d’OpenAI, ainsi qu’un modèle encore plus performant, non encore publié.
Comment les modèles d’OpenAI ont piraté Hugging Face
OpenAI testait les deux modèles sur ExploitGym, un banc d’essai public gratuit qui mesure les compétences en piratage. L’entreprise a retiré les garde-fous habituels qui limitent les cyberattaques pendant le test.
Le rapport d’OpenAI : ses IA auraient percé un système sécurisé et piraté une autre entreprise
OpenAI affirme que deux de ses modèles d’IA se sont échappés d’un environnement d’essai sécurisé et ont piraté Hugging Face. Les modèles l’ont fait pour tricher lors d’une évaluation interne de cybersécurité.
L’entreprise a divulgué l’incident mardi. Il impliquait GPT-5.6 Sol, le modèle public le plus puissant d’OpenAI, ainsi qu’un modèle encore plus performant, non encore publié.
Comment les modèles d’OpenAI ont piraté Hugging Face
OpenAI testait les deux modèles sur ExploitGym, un banc d’essai public gratuit qui mesure les compétences en piratage. L’entreprise a retiré les garde-fous habituels qui limitent les cyberattaques pendant le test.
L’entreprise a divulgué l’incident mardi. Il impliquait GPT-5.6 Sol, le modèle public le plus puissant d’OpenAI, ainsi qu’un modèle encore plus performant, non encore publié.
Comment les modèles d’OpenAI ont piraté Hugging Face
OpenAI testait les deux modèles sur ExploitGym, un banc d’essai public gratuit qui mesure les compétences en piratage. L’entreprise a retiré les garde-fous habituels qui limitent les cyberattaques pendant le test.
17
Voir la traduction
Citi Analyst With 80% Success Rate Calls an Overlooked AI StockBel Fuse (BELFB) is up about 57% this year, yet it remains an overlooked AI stock almost no one is searching for, even as one of Citi’s best-performing analysts just told clients to buy more.
That gap between Wall Street’s conviction and the public’s attention is the story. Ultimately, it sits in a quiet corner of the AI trade, the parts inside data centers.
Bel Fuse Price Action: Yahoo Finance The Analyst Behind the Call
Specifically, the call comes from Asiya Merchant, Citi’s IT hardware lead. On July 13, she initiated coverage with a Buy and a $325 target, about 22% above the recent price near $266.
Citi’s Asiya Merchant Track Record: TipRanks
Her record is why it matters. Merchant has been right on roughly 82% of her ratings, 154 of 188, with an average return near 88% per call, among the strongest on Wall Street.
So when she flags a small, unloved name, it carries weight, and it is a name she covers as a data-center derivative.
Six Analysts, and Everyone Says Buy Bel Fuse
Merchant is not alone. All six top analysts covering Bel Fuse rate it a Buy, with an average target near $316, and coverage jumped from 6 to 9 analysts in about 6 weeks. Bank of America initiated coverage with a Buy rating on July 14, and the stock climbed on the news.
Bel Fuse shares climb as Bank of America starts coverage with Buy rating https://t.co/H1J8LOFrAh
— Proactive (@proactive_x) July 14, 2026
However, the targets sit only about 20% above the price.
Bel Fuse Is a Strong Buy: TipRanks
Still, that modest upside on a stock already up big signals conviction in the business, not a lottery ticket, even as it makes July’s watch list of US stocks elsewhere.
Why an AI Boom Reaches a Parts Maker
To be clear, Bel Fuse is no AI pure play. It is a Nasdaq-listed electronic-components maker, and its AI angle is an extension of a core business in power, protection, and connectivity, the parts that data centers happen to need.
Here is the connection. Bel Fuse makes the power conversion, circuit protection, and connectivity parts that sit inside data centers, the unglamorous hardware every AI server needs.
It rarely supplies the tech giants directly. Instead, its parts flow through the server and networking makers that fill those data centers.
That demand rides on hyperscaler capital spending. Google alone just guided its 2026 data-center budget toward $190 billion, so as the giants build, component suppliers sell more. Bel Fuse’s data segment grew about 14% last quarter, and its backlog rose 21%, with real orders behind the story.
Meanwhile, all that data-center construction is straining the power grid. Grid operator PJM projects 32 gigawatts of new peak demand through 2030, almost all of it from data centers, a multiyear buildout of power and connectivity.
Last week the largest US grid came within two gigawatts of its all-time demand record, and the federal government issued its third emergency power order of the year, clearing the way to push large data centers onto backup generators. Heat was the trigger. The standing pressure… pic.twitter.com/cG06QpnC4p
— VistaShares (@VistaSharesX) July 9, 2026
As a result, investors already group Bel Fuse with power names like Eaton and Amphenol inside an electrification-focused ETF, treating it as a picks-and-shovels play on that trend.
Here is every stock currently in the VistaShares Electrification Supercycle ETF $POW:Delta Electronics 5.43% weightingQuanta Services $PWR 5.11%Prysmian 4.30%Eaton $ETN 4.26%Powell Industries $POWL 4.23%Hyosung Heavy Industries 3.87%nVent Electric $NVT 3.82%LS Electric… https://t.co/On1v77Hx9f pic.twitter.com/Jv2bVH5yDZ
— ETF Tracker (@TheETFTracker) July 9, 2026
The timing helps, too. The broad AI trade has narrowed lately, and the Power and Infra layer where Bel Fuse sits has cooled.
AI Layer Rotation Leaderboard: Charlie Quant Lab
Yet fresh capex guidance could pull money back to it.
The Overlooked AI Stock Nobody is Searching
Now the twist. Even as the stock nears records and analysts pile in, public interest has faded to near a yearly low, and next to Nvidia its search interest reads zero all year.
Bel Fuse Search Interest: BeInCrypto
The options market is bracing all the same. Meanwhile, implied volatility sits in the 98th percentile of its past year, a sign traders expect a large move. Notably, Bel Fuse reports second-quarter earnings on July 29.
Bel Fuse Options Volatility: Barchart
However, the valuation is the risk. Bel Fuse trades at a price-to-earnings ratio near 55, meaning investors pay about $55 for every $1 of yearly profit, so a lot of growth is already priced in.
That makes the July 29 earnings the test to watch. If margins and the data-center backlog keep rising, the crowd may again start noticing this overlooked AI stock. But if they slip, that rich price leaves a long way to fall.
Citi Analyst With 80% Success Rate Calls an Overlooked AI Stock
Bel Fuse (BELFB) is up about 57% this year, yet it remains an overlooked AI stock almost no one is searching for, even as one of Citi’s best-performing analysts just told clients to buy more.
That gap between Wall Street’s conviction and the public’s attention is the story. Ultimately, it sits in a quiet corner of the AI trade, the parts inside data centers.
Bel Fuse Price Action: Yahoo Finance The Analyst Behind the Call
Specifically, the call comes from Asiya Merchant, Citi’s IT hardware lead. On July 13, she initiated coverage with a Buy and a $325 target, about 22% above the recent price near $266.
Citi’s Asiya Merchant Track Record: TipRanks
Her record is why it matters. Merchant has been right on roughly 82% of her ratings, 154 of 188, with an average return near 88% per call, among the strongest on Wall Street.
So when she flags a small, unloved name, it carries weight, and it is a name she covers as a data-center derivative.
Six Analysts, and Everyone Says Buy Bel Fuse
Merchant is not alone. All six top analysts covering Bel Fuse rate it a Buy, with an average target near $316, and coverage jumped from 6 to 9 analysts in about 6 weeks. Bank of America initiated coverage with a Buy rating on July 14, and the stock climbed on the news.
Bel Fuse shares climb as Bank of America starts coverage with Buy rating https://t.co/H1J8LOFrAh
— Proactive (@proactive_x) July 14, 2026
However, the targets sit only about 20% above the price.
Bel Fuse Is a Strong Buy: TipRanks
Still, that modest upside on a stock already up big signals conviction in the business, not a lottery ticket, even as it makes July’s watch list of US stocks elsewhere.
Why an AI Boom Reaches a Parts Maker
To be clear, Bel Fuse is no AI pure play. It is a Nasdaq-listed electronic-components maker, and its AI angle is an extension of a core business in power, protection, and connectivity, the parts that data centers happen to need.
Here is the connection. Bel Fuse makes the power conversion, circuit protection, and connectivity parts that sit inside data centers, the unglamorous hardware every AI server needs.
It rarely supplies the tech giants directly. Instead, its parts flow through the server and networking makers that fill those data centers.
That demand rides on hyperscaler capital spending. Google alone just guided its 2026 data-center budget toward $190 billion, so as the giants build, component suppliers sell more. Bel Fuse’s data segment grew about 14% last quarter, and its backlog rose 21%, with real orders behind the story.
Meanwhile, all that data-center construction is straining the power grid. Grid operator PJM projects 32 gigawatts of new peak demand through 2030, almost all of it from data centers, a multiyear buildout of power and connectivity.
Last week the largest US grid came within two gigawatts of its all-time demand record, and the federal government issued its third emergency power order of the year, clearing the way to push large data centers onto backup generators. Heat was the trigger. The standing pressure… pic.twitter.com/cG06QpnC4p
— VistaShares (@VistaSharesX) July 9, 2026
As a result, investors already group Bel Fuse with power names like Eaton and Amphenol inside an electrification-focused ETF, treating it as a picks-and-shovels play on that trend.
Here is every stock currently in the VistaShares Electrification Supercycle ETF $POW:Delta Electronics 5.43% weightingQuanta Services $PWR 5.11%Prysmian 4.30%Eaton $ETN 4.26%Powell Industries $POWL 4.23%Hyosung Heavy Industries 3.87%nVent Electric $NVT 3.82%LS Electric… https://t.co/On1v77Hx9f pic.twitter.com/Jv2bVH5yDZ
— ETF Tracker (@TheETFTracker) July 9, 2026
The timing helps, too. The broad AI trade has narrowed lately, and the Power and Infra layer where Bel Fuse sits has cooled.
AI Layer Rotation Leaderboard: Charlie Quant Lab
Yet fresh capex guidance could pull money back to it.
The Overlooked AI Stock Nobody is Searching
Now the twist. Even as the stock nears records and analysts pile in, public interest has faded to near a yearly low, and next to Nvidia its search interest reads zero all year.
Bel Fuse Search Interest: BeInCrypto
The options market is bracing all the same. Meanwhile, implied volatility sits in the 98th percentile of its past year, a sign traders expect a large move. Notably, Bel Fuse reports second-quarter earnings on July 29.
Bel Fuse Options Volatility: Barchart
However, the valuation is the risk. Bel Fuse trades at a price-to-earnings ratio near 55, meaning investors pay about $55 for every $1 of yearly profit, so a lot of growth is already priced in.
That makes the July 29 earnings the test to watch. If margins and the data-center backlog keep rising, the crowd may again start noticing this overlooked AI stock. But if they slip, that rich price leaves a long way to fall.
That gap between Wall Street’s conviction and the public’s attention is the story. Ultimately, it sits in a quiet corner of the AI trade, the parts inside data centers.
Bel Fuse Price Action: Yahoo Finance The Analyst Behind the Call
Specifically, the call comes from Asiya Merchant, Citi’s IT hardware lead. On July 13, she initiated coverage with a Buy and a $325 target, about 22% above the recent price near $266.
Citi’s Asiya Merchant Track Record: TipRanks
Her record is why it matters. Merchant has been right on roughly 82% of her ratings, 154 of 188, with an average return near 88% per call, among the strongest on Wall Street.
So when she flags a small, unloved name, it carries weight, and it is a name she covers as a data-center derivative.
Six Analysts, and Everyone Says Buy Bel Fuse
Merchant is not alone. All six top analysts covering Bel Fuse rate it a Buy, with an average target near $316, and coverage jumped from 6 to 9 analysts in about 6 weeks. Bank of America initiated coverage with a Buy rating on July 14, and the stock climbed on the news.
Bel Fuse shares climb as Bank of America starts coverage with Buy rating https://t.co/H1J8LOFrAh
— Proactive (@proactive_x) July 14, 2026
However, the targets sit only about 20% above the price.
Bel Fuse Is a Strong Buy: TipRanks
Still, that modest upside on a stock already up big signals conviction in the business, not a lottery ticket, even as it makes July’s watch list of US stocks elsewhere.
Why an AI Boom Reaches a Parts Maker
To be clear, Bel Fuse is no AI pure play. It is a Nasdaq-listed electronic-components maker, and its AI angle is an extension of a core business in power, protection, and connectivity, the parts that data centers happen to need.
Here is the connection. Bel Fuse makes the power conversion, circuit protection, and connectivity parts that sit inside data centers, the unglamorous hardware every AI server needs.
It rarely supplies the tech giants directly. Instead, its parts flow through the server and networking makers that fill those data centers.
That demand rides on hyperscaler capital spending. Google alone just guided its 2026 data-center budget toward $190 billion, so as the giants build, component suppliers sell more. Bel Fuse’s data segment grew about 14% last quarter, and its backlog rose 21%, with real orders behind the story.
Meanwhile, all that data-center construction is straining the power grid. Grid operator PJM projects 32 gigawatts of new peak demand through 2030, almost all of it from data centers, a multiyear buildout of power and connectivity.
Last week the largest US grid came within two gigawatts of its all-time demand record, and the federal government issued its third emergency power order of the year, clearing the way to push large data centers onto backup generators. Heat was the trigger. The standing pressure… pic.twitter.com/cG06QpnC4p
— VistaShares (@VistaSharesX) July 9, 2026
As a result, investors already group Bel Fuse with power names like Eaton and Amphenol inside an electrification-focused ETF, treating it as a picks-and-shovels play on that trend.
Here is every stock currently in the VistaShares Electrification Supercycle ETF $POW:Delta Electronics 5.43% weightingQuanta Services $PWR 5.11%Prysmian 4.30%Eaton $ETN 4.26%Powell Industries $POWL 4.23%Hyosung Heavy Industries 3.87%nVent Electric $NVT 3.82%LS Electric… https://t.co/On1v77Hx9f pic.twitter.com/Jv2bVH5yDZ
— ETF Tracker (@TheETFTracker) July 9, 2026
The timing helps, too. The broad AI trade has narrowed lately, and the Power and Infra layer where Bel Fuse sits has cooled.
AI Layer Rotation Leaderboard: Charlie Quant Lab
Yet fresh capex guidance could pull money back to it.
The Overlooked AI Stock Nobody is Searching
Now the twist. Even as the stock nears records and analysts pile in, public interest has faded to near a yearly low, and next to Nvidia its search interest reads zero all year.
Bel Fuse Search Interest: BeInCrypto
The options market is bracing all the same. Meanwhile, implied volatility sits in the 98th percentile of its past year, a sign traders expect a large move. Notably, Bel Fuse reports second-quarter earnings on July 29.
Bel Fuse Options Volatility: Barchart
However, the valuation is the risk. Bel Fuse trades at a price-to-earnings ratio near 55, meaning investors pay about $55 for every $1 of yearly profit, so a lot of growth is already priced in.
That makes the July 29 earnings the test to watch. If margins and the data-center backlog keep rising, the crowd may again start noticing this overlooked AI stock. But if they slip, that rich price leaves a long way to fall.
24
Jack Mallers a remis en question la stratégie Bitcoin de MicroStrategy ; maintenant il quitte le poste de Twenty OneJack Mallers a quitté son poste de PDG de Twenty One (XXI), la société de trésorerie Bitcoin soutenue par Tether. Son départ intervient des mois après qu’il a publiquement pressé Michael Saylor au sujet de la mathématique du mNAV et des rendements du crédit numérique.
Le fondateur de Strike affirme qu’il a quitté ses fonctions après avoir eu maille à partir avec le conseil au sujet de l’orientation de l’entreprise. Les critiques lient désormais son départ aux doutes qu’il a soulevés sur scène plus tôt cette année.
Désaccords au conseil : fin de l’ère de la désignation de Jack Mallers, après vingt et une années
Mallers a annoncé la décision cette semaine. XXI a commencé à être négociée le 9 décembre 2025, de sorte que son mandat n’aura duré que sept mois. La société a été introduite en bourse avec environ 43 500 BTC, d’une valeur d’environ 4 milliards de dollars à l’époque. Tether, Bitfinex et SoftBank l’ont soutenue.
Jack Mallers a remis en question la stratégie Bitcoin de MicroStrategy ; maintenant il quitte le poste de Twenty One
Jack Mallers a quitté son poste de PDG de Twenty One (XXI), la société de trésorerie Bitcoin soutenue par Tether. Son départ intervient des mois après qu’il a publiquement pressé Michael Saylor au sujet de la mathématique du mNAV et des rendements du crédit numérique.
Le fondateur de Strike affirme qu’il a quitté ses fonctions après avoir eu maille à partir avec le conseil au sujet de l’orientation de l’entreprise. Les critiques lient désormais son départ aux doutes qu’il a soulevés sur scène plus tôt cette année.
Désaccords au conseil : fin de l’ère de la désignation de Jack Mallers, après vingt et une années
Mallers a annoncé la décision cette semaine. XXI a commencé à être négociée le 9 décembre 2025, de sorte que son mandat n’aura duré que sept mois. La société a été introduite en bourse avec environ 43 500 BTC, d’une valeur d’environ 4 milliards de dollars à l’époque. Tether, Bitfinex et SoftBank l’ont soutenue.
Le fondateur de Strike affirme qu’il a quitté ses fonctions après avoir eu maille à partir avec le conseil au sujet de l’orientation de l’entreprise. Les critiques lient désormais son départ aux doutes qu’il a soulevés sur scène plus tôt cette année.
Désaccords au conseil : fin de l’ère de la désignation de Jack Mallers, après vingt et une années
Mallers a annoncé la décision cette semaine. XXI a commencé à être négociée le 9 décembre 2025, de sorte que son mandat n’aura duré que sept mois. La société a été introduite en bourse avec environ 43 500 BTC, d’une valeur d’environ 4 milliards de dollars à l’époque. Tether, Bitfinex et SoftBank l’ont soutenue.
113
Voir la traduction
Former Coinbase CTO Loses Malaysia License After Alleged Israel Link Sparks InvestigationMalaysian authorities have revoked the business license of Network School, a technology community founded by former Coinbase CTO Balaji Srinivasan.
The decision followed scrutiny over alleged links to Israeli participants. However, local officials said they cancelled the license over business and premises violations.
The Iskandar Puteri City Council ordered NS0 Malaysia Sdn Bhd to stop all operations at Forest City from July 22. Officials said the company operated from two premises. One site did not have the required business license.
Meanwhile, inspectors found that the company carried out activities beyond those approved under its existing license. Authorities also found problems with its advertising signboard.
Network School is not shutting down; that’s fake news.We received two notices. The first tells us to change the text of a sign. The second says that our coworking site, which was created by joining two adjacent units, evidently has a valid license on the left hand side but not…
— Balaji (@balajis) July 17, 2026
Israeli Claims Trigger Investigation
The case began after pro-Palestinian activists raised concerns about possible Israeli participation at Network School.
Online posts alleged that Israeli entrepreneurs had entered Malaysia using passports issued by other countries. The claims also raised questions about the school’s admission process and its interest in Israel, politics and military technology.
However, Malaysian immigration officials later inspected 266 foreign residents from 40 countries.
They said everyone checked had valid travel documents. Authorities did not publicly confirm that any participant had entered Malaysia illegally as an Israeli national.
Malaysia does not recognise Israel and generally does not allow entry using Israeli passports. However, Israeli dual nationals may enter using valid passports from other countries if they meet Malaysian immigration rules.
Prime Minister Anwar Ibrahim said authorities would expel any Israeli national found breaking local laws.
Breaking News: The state of Johor has shut down @balajis' Network School.The only remaining Network School entity will be in Singapore, where it is incorporated.Congratulations, Singapore now you can have Balaji, the Network State, and the Network School. https://t.co/cKR15y2kws
— Asyraf (Bicara Krypto | Sentysis) 🇲🇾 (@BicaraKrypto) July 21, 2026
What is the Network School?
Network School opened in Forest City, Johor, in 2024.
Despite its name, Malaysia’s Higher Education Ministry said it was not a registered university or private education provider. Officials described it as a residential and co-working community for technology founders, investors and startup workers.
The project became known for promoting Srinivasan’s “network state” idea. The concept involves online communities building physical settlements and developing their own economic and governance systems.
The school offered accommodation, meals, workspaces, startup programmes and fitness activities. It attracted people from the crypto, technology and investment sectors.
I am pleased to announce that a memorandum of understanding has been signed between the Republic of Kazakhstan and Network School. Our new campus will become a haven for global techno-optimism, with expedited visas, streamlined redomiciliation, and active recruitment of talent. pic.twitter.com/R20i8UAYoc
— Balaji (@balajis) July 21, 2026
Srinivasan Rejects Allegations
Srinivasan denied the claims about Israeli links before the license was cancelled.
He said anonymous social media accounts had spread false allegations. He also warned that the investigation could damage Malaysia’s reputation among international technology investors.
According to Srinivasan, Network School had invested more than 100 million Malaysian ringgit in Forest City. He said the company had planned a further 500 million ringgit expansion.
The company placed those plans on hold during the investigation.
Srinivasan joined Coinbase in 2018 after the crypto exchange acquired Earn.com, where he served as chief executive.
Coinbase appointed him as its first CTO. His role focused on technology strategy, crypto advocacy and recruitment. He left the company in May 2019.
Malaysia and Israel’s Diplomatic Roadblocks
Malaysia has a long-standing policy of refusing formal diplomatic relations with Israel and strongly supporting Palestinian statehood. Israeli passport holders are generally barred from entering without special permission, and Malaysian passports have historically excluded travel to Israel.
The Gaza war intensified public pressure for boycotts and restrictions involving Israeli entities or companies accused of supporting Israel.
Malaysia warns any Israelis found in the country will be immediately deported——Malaysian Prime Minister Anwar Ibrahim said on Wednesday that authorities are investigating allegations that an Israeli national may have been involved in the activities of a private residential… pic.twitter.com/PyL28Ye5b4
— The Cradle (@TheCradleMedia) July 16, 2026
In 2024, 22 Malaysian civil-society organisations urged the government to block a consortium’s proposed privatisation of Malaysia Airports because one consortium member, Global Infrastructure Partners, was being acquired by BlackRock.
Campaigners alleged that BlackRock had significant Israeli connections and investments.
The government did not cancel the airport transaction solely on that basis. Global Infrastructure Partners later said BlackRock would not participate in the deal.
Former Coinbase CTO Loses Malaysia License After Alleged Israel Link Sparks Investigation
Malaysian authorities have revoked the business license of Network School, a technology community founded by former Coinbase CTO Balaji Srinivasan.
The decision followed scrutiny over alleged links to Israeli participants. However, local officials said they cancelled the license over business and premises violations.
The Iskandar Puteri City Council ordered NS0 Malaysia Sdn Bhd to stop all operations at Forest City from July 22. Officials said the company operated from two premises. One site did not have the required business license.
Meanwhile, inspectors found that the company carried out activities beyond those approved under its existing license. Authorities also found problems with its advertising signboard.
Network School is not shutting down; that’s fake news.We received two notices. The first tells us to change the text of a sign. The second says that our coworking site, which was created by joining two adjacent units, evidently has a valid license on the left hand side but not…
— Balaji (@balajis) July 17, 2026
Israeli Claims Trigger Investigation
The case began after pro-Palestinian activists raised concerns about possible Israeli participation at Network School.
Online posts alleged that Israeli entrepreneurs had entered Malaysia using passports issued by other countries. The claims also raised questions about the school’s admission process and its interest in Israel, politics and military technology.
However, Malaysian immigration officials later inspected 266 foreign residents from 40 countries.
They said everyone checked had valid travel documents. Authorities did not publicly confirm that any participant had entered Malaysia illegally as an Israeli national.
Malaysia does not recognise Israel and generally does not allow entry using Israeli passports. However, Israeli dual nationals may enter using valid passports from other countries if they meet Malaysian immigration rules.
Prime Minister Anwar Ibrahim said authorities would expel any Israeli national found breaking local laws.
Breaking News: The state of Johor has shut down @balajis' Network School.The only remaining Network School entity will be in Singapore, where it is incorporated.Congratulations, Singapore now you can have Balaji, the Network State, and the Network School. https://t.co/cKR15y2kws
— Asyraf (Bicara Krypto | Sentysis) 🇲🇾 (@BicaraKrypto) July 21, 2026
What is the Network School?
Network School opened in Forest City, Johor, in 2024.
Despite its name, Malaysia’s Higher Education Ministry said it was not a registered university or private education provider. Officials described it as a residential and co-working community for technology founders, investors and startup workers.
The project became known for promoting Srinivasan’s “network state” idea. The concept involves online communities building physical settlements and developing their own economic and governance systems.
The school offered accommodation, meals, workspaces, startup programmes and fitness activities. It attracted people from the crypto, technology and investment sectors.
I am pleased to announce that a memorandum of understanding has been signed between the Republic of Kazakhstan and Network School. Our new campus will become a haven for global techno-optimism, with expedited visas, streamlined redomiciliation, and active recruitment of talent. pic.twitter.com/R20i8UAYoc
— Balaji (@balajis) July 21, 2026
Srinivasan Rejects Allegations
Srinivasan denied the claims about Israeli links before the license was cancelled.
He said anonymous social media accounts had spread false allegations. He also warned that the investigation could damage Malaysia’s reputation among international technology investors.
According to Srinivasan, Network School had invested more than 100 million Malaysian ringgit in Forest City. He said the company had planned a further 500 million ringgit expansion.
The company placed those plans on hold during the investigation.
Srinivasan joined Coinbase in 2018 after the crypto exchange acquired Earn.com, where he served as chief executive.
Coinbase appointed him as its first CTO. His role focused on technology strategy, crypto advocacy and recruitment. He left the company in May 2019.
Malaysia and Israel’s Diplomatic Roadblocks
Malaysia has a long-standing policy of refusing formal diplomatic relations with Israel and strongly supporting Palestinian statehood. Israeli passport holders are generally barred from entering without special permission, and Malaysian passports have historically excluded travel to Israel.
The Gaza war intensified public pressure for boycotts and restrictions involving Israeli entities or companies accused of supporting Israel.
Malaysia warns any Israelis found in the country will be immediately deported——Malaysian Prime Minister Anwar Ibrahim said on Wednesday that authorities are investigating allegations that an Israeli national may have been involved in the activities of a private residential… pic.twitter.com/PyL28Ye5b4
— The Cradle (@TheCradleMedia) July 16, 2026
In 2024, 22 Malaysian civil-society organisations urged the government to block a consortium’s proposed privatisation of Malaysia Airports because one consortium member, Global Infrastructure Partners, was being acquired by BlackRock.
Campaigners alleged that BlackRock had significant Israeli connections and investments.
The government did not cancel the airport transaction solely on that basis. Global Infrastructure Partners later said BlackRock would not participate in the deal.
The decision followed scrutiny over alleged links to Israeli participants. However, local officials said they cancelled the license over business and premises violations.
The Iskandar Puteri City Council ordered NS0 Malaysia Sdn Bhd to stop all operations at Forest City from July 22. Officials said the company operated from two premises. One site did not have the required business license.
Meanwhile, inspectors found that the company carried out activities beyond those approved under its existing license. Authorities also found problems with its advertising signboard.
Network School is not shutting down; that’s fake news.We received two notices. The first tells us to change the text of a sign. The second says that our coworking site, which was created by joining two adjacent units, evidently has a valid license on the left hand side but not…
— Balaji (@balajis) July 17, 2026
Israeli Claims Trigger Investigation
The case began after pro-Palestinian activists raised concerns about possible Israeli participation at Network School.
Online posts alleged that Israeli entrepreneurs had entered Malaysia using passports issued by other countries. The claims also raised questions about the school’s admission process and its interest in Israel, politics and military technology.
However, Malaysian immigration officials later inspected 266 foreign residents from 40 countries.
They said everyone checked had valid travel documents. Authorities did not publicly confirm that any participant had entered Malaysia illegally as an Israeli national.
Malaysia does not recognise Israel and generally does not allow entry using Israeli passports. However, Israeli dual nationals may enter using valid passports from other countries if they meet Malaysian immigration rules.
Prime Minister Anwar Ibrahim said authorities would expel any Israeli national found breaking local laws.
Breaking News: The state of Johor has shut down @balajis' Network School.The only remaining Network School entity will be in Singapore, where it is incorporated.Congratulations, Singapore now you can have Balaji, the Network State, and the Network School. https://t.co/cKR15y2kws
— Asyraf (Bicara Krypto | Sentysis) 🇲🇾 (@BicaraKrypto) July 21, 2026
What is the Network School?
Network School opened in Forest City, Johor, in 2024.
Despite its name, Malaysia’s Higher Education Ministry said it was not a registered university or private education provider. Officials described it as a residential and co-working community for technology founders, investors and startup workers.
The project became known for promoting Srinivasan’s “network state” idea. The concept involves online communities building physical settlements and developing their own economic and governance systems.
The school offered accommodation, meals, workspaces, startup programmes and fitness activities. It attracted people from the crypto, technology and investment sectors.
I am pleased to announce that a memorandum of understanding has been signed between the Republic of Kazakhstan and Network School. Our new campus will become a haven for global techno-optimism, with expedited visas, streamlined redomiciliation, and active recruitment of talent. pic.twitter.com/R20i8UAYoc
— Balaji (@balajis) July 21, 2026
Srinivasan Rejects Allegations
Srinivasan denied the claims about Israeli links before the license was cancelled.
He said anonymous social media accounts had spread false allegations. He also warned that the investigation could damage Malaysia’s reputation among international technology investors.
According to Srinivasan, Network School had invested more than 100 million Malaysian ringgit in Forest City. He said the company had planned a further 500 million ringgit expansion.
The company placed those plans on hold during the investigation.
Srinivasan joined Coinbase in 2018 after the crypto exchange acquired Earn.com, where he served as chief executive.
Coinbase appointed him as its first CTO. His role focused on technology strategy, crypto advocacy and recruitment. He left the company in May 2019.
Malaysia and Israel’s Diplomatic Roadblocks
Malaysia has a long-standing policy of refusing formal diplomatic relations with Israel and strongly supporting Palestinian statehood. Israeli passport holders are generally barred from entering without special permission, and Malaysian passports have historically excluded travel to Israel.
The Gaza war intensified public pressure for boycotts and restrictions involving Israeli entities or companies accused of supporting Israel.
Malaysia warns any Israelis found in the country will be immediately deported——Malaysian Prime Minister Anwar Ibrahim said on Wednesday that authorities are investigating allegations that an Israeli national may have been involved in the activities of a private residential… pic.twitter.com/PyL28Ye5b4
— The Cradle (@TheCradleMedia) July 16, 2026
In 2024, 22 Malaysian civil-society organisations urged the government to block a consortium’s proposed privatisation of Malaysia Airports because one consortium member, Global Infrastructure Partners, was being acquired by BlackRock.
Campaigners alleged that BlackRock had significant Israeli connections and investments.
The government did not cancel the airport transaction solely on that basis. Global Infrastructure Partners later said BlackRock would not participate in the deal.
COIN+8,00%
COINUS+0,17%
32
Voir la traduction
MOVE Hits All-Time Low After MVMT Labs Bankruptcy: What Happens Next?MVMT Labs, Inc., the original developer of the Movement blockchain, filed for Chapter 11 bankruptcy in Delaware on July 15, 2026. Days later, the Movement (MOVE) token slid to an all-time low of $0.0104.
Move Industries, the separate company that took over ecosystem development in 2025, says the case does not touch its operations. MOVE trades near $0.0108, down 94% over the past year.
Movement (MOVE) Price Performance. Source: BeInCrypto Inside the MVMT Labs Bankruptcy Filing
Court records show a voluntary Subchapter V petition, a streamlined Chapter 11 track for small businesses. Case 26-11113 sits before Judge Thomas M. Horan in the District of Delaware.
Movement Labs Files Chapter 11. Source: Court Records
The petition lists assets between $100,001 and $1 million against liabilities of $1 million to $10 million. Creditors number between 200 and 999.
The estate is a fraction of the project’s former scale. MOVE peaked at $1.45 in December 2024 before a disputed market making deal dumped 66 million tokens on launch day and crushed the price.
The fallout produced a market maker misconduct probe, a Binance ban on the account involved, and exchange delistings. MVMT Labs also faces a Delaware Chancery lawsuit from suspended co-founder Rushi Manche.
Move Industries Says It Is Full Steam Ahead
The remaining team rebranded to Move Industries in May 2025 under CEO Torab Torabi. It pivoted toward stablecoin payments for emerging markets this June. On July 21, Torabi rejected talk of a project collapse.
You may have seen the news about the Chapter 11 filing by MVMT Labs, Inc. on July 15th. Two things worth saying clearly:1 – MVMT Labs, Inc. is a separate legal entity, and Move Industries is not part of that filing. 2 – Move Industries is operating normally.We continue to…
— Torab (@torabyou) July 21, 2026
Follow us on X to get the latest news as it happens
Markets have yet to reward that confidence. MOVE holds a $45 million market cap at rank 473, and its price action this week will show whether traders buy the separation.
The court expects a restructuring plan by October 13, 2026, which may reveal what remains inside the bankrupt entity.
MOVE Hits All-Time Low After MVMT Labs Bankruptcy: What Happens Next?
MVMT Labs, Inc., the original developer of the Movement blockchain, filed for Chapter 11 bankruptcy in Delaware on July 15, 2026. Days later, the Movement (MOVE) token slid to an all-time low of $0.0104.
Move Industries, the separate company that took over ecosystem development in 2025, says the case does not touch its operations. MOVE trades near $0.0108, down 94% over the past year.
Movement (MOVE) Price Performance. Source: BeInCrypto Inside the MVMT Labs Bankruptcy Filing
Court records show a voluntary Subchapter V petition, a streamlined Chapter 11 track for small businesses. Case 26-11113 sits before Judge Thomas M. Horan in the District of Delaware.
Movement Labs Files Chapter 11. Source: Court Records
The petition lists assets between $100,001 and $1 million against liabilities of $1 million to $10 million. Creditors number between 200 and 999.
The estate is a fraction of the project’s former scale. MOVE peaked at $1.45 in December 2024 before a disputed market making deal dumped 66 million tokens on launch day and crushed the price.
The fallout produced a market maker misconduct probe, a Binance ban on the account involved, and exchange delistings. MVMT Labs also faces a Delaware Chancery lawsuit from suspended co-founder Rushi Manche.
Move Industries Says It Is Full Steam Ahead
The remaining team rebranded to Move Industries in May 2025 under CEO Torab Torabi. It pivoted toward stablecoin payments for emerging markets this June. On July 21, Torabi rejected talk of a project collapse.
You may have seen the news about the Chapter 11 filing by MVMT Labs, Inc. on July 15th. Two things worth saying clearly:1 – MVMT Labs, Inc. is a separate legal entity, and Move Industries is not part of that filing. 2 – Move Industries is operating normally.We continue to…
— Torab (@torabyou) July 21, 2026
Follow us on X to get the latest news as it happens
Markets have yet to reward that confidence. MOVE holds a $45 million market cap at rank 473, and its price action this week will show whether traders buy the separation.
The court expects a restructuring plan by October 13, 2026, which may reveal what remains inside the bankrupt entity.
Move Industries, the separate company that took over ecosystem development in 2025, says the case does not touch its operations. MOVE trades near $0.0108, down 94% over the past year.
Movement (MOVE) Price Performance. Source: BeInCrypto Inside the MVMT Labs Bankruptcy Filing
Court records show a voluntary Subchapter V petition, a streamlined Chapter 11 track for small businesses. Case 26-11113 sits before Judge Thomas M. Horan in the District of Delaware.
Movement Labs Files Chapter 11. Source: Court Records
The petition lists assets between $100,001 and $1 million against liabilities of $1 million to $10 million. Creditors number between 200 and 999.
The estate is a fraction of the project’s former scale. MOVE peaked at $1.45 in December 2024 before a disputed market making deal dumped 66 million tokens on launch day and crushed the price.
The fallout produced a market maker misconduct probe, a Binance ban on the account involved, and exchange delistings. MVMT Labs also faces a Delaware Chancery lawsuit from suspended co-founder Rushi Manche.
Move Industries Says It Is Full Steam Ahead
The remaining team rebranded to Move Industries in May 2025 under CEO Torab Torabi. It pivoted toward stablecoin payments for emerging markets this June. On July 21, Torabi rejected talk of a project collapse.
You may have seen the news about the Chapter 11 filing by MVMT Labs, Inc. on July 15th. Two things worth saying clearly:1 – MVMT Labs, Inc. is a separate legal entity, and Move Industries is not part of that filing. 2 – Move Industries is operating normally.We continue to…
— Torab (@torabyou) July 21, 2026
Follow us on X to get the latest news as it happens
Markets have yet to reward that confidence. MOVE holds a $45 million market cap at rank 473, and its price action this week will show whether traders buy the separation.
The court expects a restructuring plan by October 13, 2026, which may reveal what remains inside the bankrupt entity.
42
Seuls 8 Altcoins Lancés Depuis 2024 Sont RentablesPresque chaque grande crypto-monnaie alternative lancée depuis 2024 a généré une perte pour les acheteurs le jour de lancement. Les données de CryptoRank du 21 juillet montrent que seulement 8 des 113 négocient encore au-dessus du prix de l’événement de génération de jetons (TGE).
Le chiffre ne couvre que les jetons dont la capitalisation boursière dépasse 100 millions de dollars aujourd’hui. Même dans ce groupe restreint, le rendement médian depuis le lancement s’élève à -95,7 %.
Le rapport s’appuie sur un avertissement datant de décembre. À l’époque, le cabinet de recherche Memento Research avait constaté que 84,7 % des lancements de 2025, soit 100 jetons sur 118, étaient en dessous de leur prix d’inscription. Dans cette analyse, les valorisations médianes des projets avaient chuté de 71 % par rapport au lancement.
Seuls 8 Altcoins Lancés Depuis 2024 Sont Rentables
Presque chaque grande crypto-monnaie alternative lancée depuis 2024 a généré une perte pour les acheteurs le jour de lancement. Les données de CryptoRank du 21 juillet montrent que seulement 8 des 113 négocient encore au-dessus du prix de l’événement de génération de jetons (TGE).
Le chiffre ne couvre que les jetons dont la capitalisation boursière dépasse 100 millions de dollars aujourd’hui. Même dans ce groupe restreint, le rendement médian depuis le lancement s’élève à -95,7 %.
Le rapport s’appuie sur un avertissement datant de décembre. À l’époque, le cabinet de recherche Memento Research avait constaté que 84,7 % des lancements de 2025, soit 100 jetons sur 118, étaient en dessous de leur prix d’inscription. Dans cette analyse, les valorisations médianes des projets avaient chuté de 71 % par rapport au lancement.
Le chiffre ne couvre que les jetons dont la capitalisation boursière dépasse 100 millions de dollars aujourd’hui. Même dans ce groupe restreint, le rendement médian depuis le lancement s’élève à -95,7 %.
Le rapport s’appuie sur un avertissement datant de décembre. À l’époque, le cabinet de recherche Memento Research avait constaté que 84,7 % des lancements de 2025, soit 100 jetons sur 118, étaient en dessous de leur prix d’inscription. Dans cette analyse, les valorisations médianes des projets avaient chuté de 71 % par rapport au lancement.
1
341
Venice Token Décolle avec une Hausse de 10 %. Jusqu’où Cette Altcoin Peut-Elle Aller ?Le cours du Venice Token (VVV) a bondi de 11 % mardi pour atteindre 12,84 $, en dépassant la ligne de résistance descendante qui avait limité chaque tentative de reprise depuis le pic du 3 juin à 21,47 $.
Ce mouvement met fin à une correction de six semaines, qui a touché un plancher juste sous 10 $. L’élan, le volume et la structure de Fibonacci font désormais de 14 $ le prochain champ de bataille.
L'élan s’est retourné avant l’action sur les prix. L’indice de force relative (RSI) quotidien a franchi sa ligne de tendance descendante plusieurs séances avant le graphique des prix. Les analystes interprètent souvent ces signaux avancés comme une confirmation précoce d’un changement de tendance.
Venice Token Décolle avec une Hausse de 10 %. Jusqu’où Cette Altcoin Peut-Elle Aller ?
Le cours du Venice Token (VVV) a bondi de 11 % mardi pour atteindre 12,84 $, en dépassant la ligne de résistance descendante qui avait limité chaque tentative de reprise depuis le pic du 3 juin à 21,47 $.
Ce mouvement met fin à une correction de six semaines, qui a touché un plancher juste sous 10 $. L’élan, le volume et la structure de Fibonacci font désormais de 14 $ le prochain champ de bataille.
L'élan s’est retourné avant l’action sur les prix. L’indice de force relative (RSI) quotidien a franchi sa ligne de tendance descendante plusieurs séances avant le graphique des prix. Les analystes interprètent souvent ces signaux avancés comme une confirmation précoce d’un changement de tendance.
Ce mouvement met fin à une correction de six semaines, qui a touché un plancher juste sous 10 $. L’élan, le volume et la structure de Fibonacci font désormais de 14 $ le prochain champ de bataille.
L'élan s’est retourné avant l’action sur les prix. L’indice de force relative (RSI) quotidien a franchi sa ligne de tendance descendante plusieurs séances avant le graphique des prix. Les analystes interprètent souvent ces signaux avancés comme une confirmation précoce d’un changement de tendance.
68
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