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Today · 2026-09-04 · Fri

Tom Lee: Though the war is worrying to investors, the United States economy remains resilient to a V-shaped recovery

In an interview with CNBC, Chairman Tom Lee of Bitmine stated that war was usually one of the risk factors that investors feared most, but historical data showed that the United States economy tended to perform more resiliently in times of war than market expectations. Although no one wanted the United States involved in the war, the data revealed a more complex reality: The United States economy remains stable and will eventually achieve a V-shaped recovery in a period that was supposed to lead to a substantial decline in the market. Tom Lee added that the current drive for growth in the United States was no longer limited to investment in artificial intelligence infrastructure, that large-scale defence spending was also playing an increasingly important role and that sustained defence spending was directly driving the process of re-industrialization and re-industrialization of United States manufacturing industries as one of the important forces that underpinned the economy。

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MORGAN CHASE TESTED AI'S INVESTMENT SMARTS TO ADJUST STOCK BOND CONFIGURATIONS AUTONOMOUSLY

ACCORDING TO NEWS FROM 12 JULY, CHASE MORGAN IS TESTING THE AI SMART BODY THAT CAN AUTONOMOUSLY ADJUST THE SHARE OF EQUITY AND BOND INVESTMENTS TO ADJUST THE PORTFOLIO TO THE DYNAMICS OF THE MARKET ENVIRONMENT. THE TEST RESULTS SHOW THAT THE BEST-PERFORMING AI MODEL HAS AN ANNUALIZED RATE OF RETURN OF 0.7 PERCENTAGE POINTS HIGHER THAN THE TRADITIONAL “60/40” STOCK BOND PORTFOLIO IN 20 YEARS OF HISTORICAL RETURN, WITH A LOWER VOLATILITY. THE EIGHT AI INTELLIGENT BODIES TESTED BY MORGAN CHASE ACHIEVED HIGHER RISK-ADJUSTED BENEFITS. HOWEVER, CHASE MORGAN INDICATED THAT THE RESULTS WERE STILL BASED ON SIMULATION TESTS RATHER THAN ACTUAL INVESTMENT PERFORMANCE. AT THE SAME TIME, THE BANK WARNED THAT LARGE-SCALE AI APPLICATIONS COULD LEAD TO CONVERGENCE OF TRADE STRATEGIES, INCREASED MARKET CONGESTION AND INCREASED MARKET VOLATILITY IN A STRESS ENVIRONMENT。

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Citrini Analyst: News reports that the release of the British Rubin structure has been postponed again

In a letter sent on platform X, Citrini analyst Jukan stated that he had received information from an expert telephone conference that the release of the next-generation Rubin architecture product in Ingweida had again been delayed so that he “can't rest even Saturday”. At present, British Wida has not yet formally responded to the rumours of delays in the Rubin project. Rubin is seen as a new generation of AI chip structures after Blackwell, and its development and production progress has been of high market interest. However, to date, the above-mentioned information remains an unconfirmed market hearsay and remains to be published for official disclosure by the British Government。

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Kraken introduced smart trading, competing for Robinwood

Kraken announced that its mobile applications would be re-engineered around artificial intelligence tools, introducing smart transactions, personalizing the portfolio and recommending transactions. This redesign was announced by the Exchange on 10 July, targeting users who find the traditional interface difficult to manage. Kraken indicated that users would first need to enter financial objectives, preferences and existing hold and that the application would adjust the interface and investment plans based on these inputs. The system will monitor the market and identify actions consistent with each user plan. According to Kamo Asatryan, Chief Data Officer in Kraken, the system is designed to provide a wider range of ongoing market monitoring for ordinary users. While Kraken ' s design did not confer autonomous enforcement authority, its system would analyse the financial profile, present the portfolio and provide updates after the investment。

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Of the top 10 holders of bitcoin, Satosh and nine entities account for 26.37 per cent

OnchainLens reported that Satoshi Nakamoto and nine entities together held 26.37 per cent of Bitcoin. The specific holdings were as follows: Satohi Chung (approximately $70,360 million), Coinbase (approximately $62.7 billion), Blackstone (approximately $47.08 billion), Currency (3.33 per cent) (approximately $42.92 billion), Micro-strategy (approximately $30.92 billion), Forda Custody (2.15 per cent (approximately $27.61 billion), United States Government (16.4 per cent (approximately $21.07 billion), Grey (approximately $12.47 billion), Robinhood (approximately $12.15 billion) and Upbit (approximately $12.06 billion). Most of these entities hold bitcoin on behalf of users, customers or ETF investors rather than as their own treasury。

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American-Lebanese discussions on the establishment of a Security Management Committee to facilitate Israel's withdrawal from the “pilot zone”

On 12 July, the United States Mission was discussing in Lebanon the establishment of a special committee for security and management, according to sources quoted by Alabia Television, Saudi Arabia. The delegation discussed a programme of action to implement (Israel's) withdrawal from the “pilot zone”. The Lebanese side had previously made it necessary for Israel to withdraw from the two test zones before it could participate in the mediation conference in Rome. Lebanon was informed that it had agreed to attend the Rome Conference, subject to the establishment of a committee for security and management. Kim Xian

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Trader 0xray has 33.53 more BTCs after 0000. Current gain/loss of $22616.22

Trader 0xray recently held an additional 33.53 BTC units, approximately US$2,159,278.68. Its warehouse size was USD 25,476,039.85, with the average price adjusted from USD 64,228.80 to USD 64,223.90. It currently has a surplus of US$ -22,616.22 (-0.89 per cent), a current currency value of US$64,166.94 and a liquidation value of US$53,685,52. 0xray, a well-known post-00 encryption trader, had a monthly breakthrough of $6 million during the build-up of the HyperLiquid platform, and had recently moved to a chain-based stock contract。

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Members of Congress were detained by Israeli settlers

ON 11 JULY, UNITED STATES DEMOCRATIC PARTY FEDERAL REPRESENTATIVE RO QANA STATED TO REUTERS ON 9 JULY THAT HE HAD BEEN STOPPED BY ISRAELI SETTLERS ON THE SAME DAY WHILE VISITING PALESTINIAN VILLAGES IN THE WEST BANK AND DETAINED FOR ABOUT AN HOUR. HE SAID THAT THE SETTLERS WERE HOLDING UNITED STATES-MADE M4 RIFLES, BLOCKING THE ROAD AND MOCKING THEM AFTER DETAINING THEM. ACCORDING TO RO QANA, HE SAW THE ARROGANCE IN THE EYES OF THESE ISRAELI SETTLERS AND ISRAELI SOLDIERS, WHICH STEMMED FROM A POWER THAT HAD NEVER BEEN HELD ACCOUNTABLE AND COMPLETELY UNFETTERED AND THAT HAD FOSTERED A TOXIC CULTURE OF OPPRESSION. (CCTV INTERNATIONAL TIMES)

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Exchange between the Foreign Ministers of Iran and Oman at Muscat on the Strait of Hormuz

On 12 July, the Iranian Ministry of Foreign Affairs stated that the Iranian Foreign Minister, Alaghi, led a political and legal delegation to Muscat and had talks with the Minister for Foreign Affairs of Oman, Said Badr Al-Busaidi. At that meeting, the Foreign Minister of Iran and Oman discussed bilateral relations between Iran and Oman in various fields, as well as the regional situation, in particular the issue of the Hormuz Sea. Aragozi and Albsaidi also exchanged views on appropriate mechanisms to ensure the safe passage of ships through the Holmuz Sea, in accordance with article 5 of the Islamabad Memorandum. Kim Xian

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After 0000, the trader 0xray has 43.21 more BTCs, with current gains and losses - $12,920.61

After 0000, trading agent 0xray recently added 43.21 BTC units, or approximately $2.854 million. Its warehouse size amounted to US$ 2012.34 million, with the average price adjusted from US$ 64,258.70 to US$ 64,244.20. The trader currently has a profit/loss of $12,920.61 and a current currency value of $64,202.98 and a liquidation value of $50,670.81. 0xray, a well-known post-00 encryption trader, had a monthly breakthrough of $6 million during the build-up of the HyperLiquid platform, and had recently moved to a chain-based stock contract。

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"Serence: OpenAi has created an independent ecological strategy that has upset the seven giants of America

According to Serenity's analysis, if Sam Altman and OpenAI are provoking the “Mag7” of the United States, including Apple, it is precisely that they are doing the right thing, and it is a strategic direction that Openai is now choosing to build its own ecosystem rather than being absorbed into the ecological systems of other technology companies. Since the rise of technology giants such as Google, Apple and Microsoft, the market has for a long time been free of real subversives, and OpenAI is becoming such a player。

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THE UNITED STATES BITCOIN, THE ETF, ALL ENDED THE EIGHT-WEEK RUNOFF, WITH A TOTAL NET INFLOW OF $281.8 MILLION THIS WEEK. DOLLAR

ON 11 JULY, THE UNITED STATES OF AMERICA RECORDED A TOTAL NET INFLOW OF $281.8 MILLION IN BITCOIN AND ETF, WHICH WAS AVAILABLE AT THE INTERNATIONAL HOTEL, ENDING THE EIGHT-WEEK TREND OF OUTFLOWS SINCE THE BEGINNING OF MAY. OF THIS, THE UNITED STATES SPOT BITCOIN ETF RECORDED A NET INFLOW OF ABOUT $197.4 MILLION LAST WEEK, ENDING THE EIGHT-WEEK CYCLE OF OUTFLOWS. THIS FOLLOWED A CUMULATIVE OUTFLOW OF APPROXIMATELY $8.26 BILLION FOR EIGHT CONSECUTIVE WEEKS, THE LONGEST CONSECUTIVE FLOW CYCLE SINCE JANUARY 2024. THE ETF, WHICH IS AVAILABLE AT THE TAIFENG, RECORDED A NET INFLOW OF APPROXIMATELY $8.4 MILLION LAST WEEK, ALSO ENDING THE FLOW OF FUNDS FOR EIGHT CONSECUTIVE WEEKS. PREVIOUSLY, THE ETF HAD BEEN OUT OF THE COUNTRY FOR ABOUT $1.2 BILLION OVER EIGHT CONSECUTIVE WEEKS, A CYCLE THAT HAD SMOOTHED THE RECORD RECORD FROM FEBRUARY TO APRIL 2025. THIS REBOUND WAS STILL SMALLER THAN THE PREVIOUS OUTFLOWS. THE BITCOIN ETF RECOVERED ONLY ABOUT 2.4 PER CENT OF THE FUNDS LOST DURING THE PREVIOUS EIGHT WEEKS, AND ABOUT 7 PER CENT OF THE ETF IN THE TAIPEI. BY THE BEGINNING OF 2026, THE CUMULATIVE NET OUTFLOW OF BITCOIN ETF WAS ABOUT $5.34 BILLION, WHILE THE CUMULATIVE NET OUTFLOW OF THE TAIPEI ETF WAS ABOUT $1.35 BILLION。

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