Mo 27/7 | Daily Crypto & Macro News

Happy Monday all! If you missed the past 24 hours in crypto and stocks, here's your full recap:🚨 Major Headlines & Market Moves 🚨- Global bond yields hit the highest level since the 2008 financial crisis.- Brent crude oil falls 7% at the open as the US and Iran halt strikes.- Michael Saylor hints at Strategy buying more Bitcoin, saying "We're gonna need another color" and pointing to another announcement tomorrow.- The bond market has shifted from pricing in 2 Fed rate cuts at the start of the year to now pricing in 1 to 2 Fed rate hikes.- A record $348.5 billion is now trapped in US buyout funds that are at least a decade old, 3.5x the 2015 level.- JPMorgan's market cap of $937 billion is now higher than its three largest competitors (Bank of America, Wells Fargo, and Citigroup) combined.- The top 10 stocks in the S&P 500 over the last 10 years are all tied to the AI-infrastructure boom, led by Nvidia at +15,332%.- Apple generated $129 billion in free cash flow over the past year while Oracle burned $24 billion. Their stocks followed the fundamentals with Apple up 56% and Oracle down 52%.- US wholesale egg prices have soared over 300% since July 1.- Anduril is reportedly in talks to raise money at a valuation of around $100 billion.- Gulf nations have issued a record $112 billion in bonds year-to-date, more than triple 2022 levels, to fund infrastructure that bypasses the Strait of Hormuz.- Indonesia’s currency comes under pressure as the rupiah drops to 18,000 per dollar.- Binance founder CZ says "tough times (again)" and advises self-custody if you know how to keep your seed phrase safe.- Cryptocurrency exchange BitMart is shutting down all operations. Its token BMX has collapsed over 60%.📊 Altcoin Market Updates 📊- Kalshi traders put a 54% chance that Ethereum goes below $1,500 this year.- Robinhood Chain has flipped Solana to the number 1 position in RWA holders within only 25 days of mainnet.- Robinhood Chain is doing 3.2x Base's 24-hour app revenue.- $4FUN is bringing tokenised stocks onchain and is in talks with GMGN and Axiom to integrate its launchpad for tokens paired directly with tokenised real-world stocks on Robinhood Chain.- A Minecraft-inspired SkyBlock has launched on Solana with multiplayer, quests, market trading, over 50 blocks, and free-to-play rewards.- Pons.family is capturing 80% of daily Robinhood Chain launchpad token volume.- Noviq AI has proven private inference works over a decentralized GPU swarm where no node sees your prompt. It is live on Robinhood.If you enjoyed this daily roundup, make sure to follow me, I'll see you tomorrow.$BTC $SPY $OIL $QQQ $SMH PS… Want the complete shortcut to trading altcoins with precision (without wasting months on trial-and-error)?Clere to grab the Altcoin Profit Toolkit — 8 structured modules + 3 indicators including the Smart Exit Decoder that shows overbought conditions on multiple timeframes, helping you scan, enter, and exit trades like a pro trader.Written by Timothy Assi, an Elite Popular Investor on eToro.Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only.Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.Connect with me on:🟦 Linkedin: Timothy Assi🟪 Instagram: @panic_drop⬛ X: @timoassi📧 [email protected]🟩 Panic Drop Podcast : on your favorite streaming appwww.panicdrop.com This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit panicdrop.substack.com/subscribe