Anthropic permitted: Mythos released to list of major US companies + government agencies; resolves abrupt ban on Fable 5 + Mythos 5 for foreign nationals
The deal eases a fight between Anthropic and the US after the government abruptly barred the company from giving foreign nationals access to Fable 5 and Mythos 5
Mythos 5 = 'strongest cybersecurity model'; cleared for 'US organizations that operate and defend critical [infrastructure]'; suspension began June 12; Fable 5 status still pending
Since June 12, we've been working closely with the US government to restore access to Claude Mythos 5 and Fable 5. Today, the government notified us that Mythos 5, our strongest cybersecurity model, can be redeployed to a set of US organizations that operate and defend critical
Oracle Is Learning AI Infrastructure Is Not Software. Oracle is falling because the market has stopped rewarding the AI backlog and started pricing the cost of building it. On the surface, the numbers do not look weak. Cloud growth is strong. OCI growth is strong.
A Supreme Court ruling this week cleared the way for the Trump administration to end temporary protected status for Haitians and Syrians. One of the states that could face the biggest impact is Ohio.
The real nuclear level power move here for xAI would be to release as Mythos level model as open source. Since they own the infra, they can commoditize their complement. It would save American open source AI from being conquered by China. The most entertaining outcome...
This is honestly no way to release a model and continued development and release this way is a solid way to salt the ground and kill all innovation by small startups
Washington banned Anthropic's top models. OpenAI let it approve every customer. Sol is the most powerful model OpenAI has ever built, and the government signed off on all 20 companies allowed to touch it. OpenAI says it shouldn't be this way, then did it anyway.
chainlink's CRE got selected by DTCC for collateral management and pangea for FX settlement within 30 days. two different multi-trillion dollar markets chose the same middleware stack because banks refuse to rip out swift infrastructure. pangea L1 hardcodes oracle updates to
Workers at Volkswagen are facing the prospect of around 100,000 job cuts, reflecting growing urgency in boardrooms across Germany as the country risks losing its industrial edge to nimbler rivals from abroad
Tehran and Washington traded accusations that the other had violated the ceasefire after Iran claimed on Saturday that it had targeted US sites in the Persian Gulf after American aircraft hit Iranian weapons sites on Friday
securitize ($SECZ) lists on NYSE july 2 at $1.25b pre-money and just locked in both computershare (25,000+ clients, $30T+ market cap coverage) and continental as tokenization partners within 60 days. transfer agents are the chokepoint for every publicly traded equity in the US.
Another ship was struck by a projectile in the Strait of Hormuz and naval authorities increased the threat level to shipping, following US strikes on Iran that were a retaliation for an attack on a cargo ship earlier in the week
China and Russia conducted a joint strategic air patrol over airspace spanning the Sea of Japan, the East China Sea and the western Pacific, according to China's Ministry of National Defense
Solana tokenized equity volume $2.5B/week, 10x vs 30 days ago; Raydium last $1B cumulative in 1 month vs 1 year for first $2B; JTO +30%; 80,000 holders
solana tokenized equity volume hit $2.5b weekly, 10x from 30 days ago. raydium added its last $1b in cumulative equity volume in a single month after taking a year to reach $2b. JTO up 30% because jito validators collect MEV on every single one of those trades. 80,000 holders on
US-listed ETFs have attracted over +$1 trillion in inflows so far in 2026, on track to surpass a record +$2 trillion by year-end. That would mark the 4th consecutive annual increase in ETF inflows and exceed the 2025 record.
US stock market trades at Shiller CAPE ratio of 41 currently. 2nd highest ever outside of 2000. Strategist says US stocks are hella expensive, and in a bubble. Recommends investors reduce, or eliminate exposure to the S&P 500.
Iran weighing suspension of ALL remaining technical negotiations with US; US strikes on southern Iran; breach of Article 1 of MoU cited; Iran Nuances report
Translation: send more money [QT @TheIranianzg3z: BREAKING: Iran is reportedly weighing the suspension of all remaining technical negotiations with the United States after the recent U.S. strikes in southern Iran, according to Iran Nuances. The report says Iranian negotiators view the strikes as a breach of Article 1 of the MoU]
🔴ELIMINATED: Walid Haniyeh, the Deputy Commander of a Nukhba company in Hamas' military wing. Haniyeh commanded the infiltration of a terrorist cell into Israeli territory during the October 7 Massacre. Additionally, he attempted to operate to recruit additional terrorists to
Powell: Fed would 'lose the credibility required to support a strong and stable economy' if president free to dismiss officials over policy disagreements
Former Federal Reserve Chair Jerome Powell has said this month that the US central bank would lose the credibility that's required to support a strong and stable economy if any president were free to dismiss Fed officials over policy disagreements.
Serbia President Aleksandar Vucic says he'll quit his post within weeks to help his political party win early elections expected later this year, a move that would enable him to stay in power as prime minister
BREAKING: The US median home sales price jumped +$8,400 in May, to $424,900, the 2nd-highest since January 2025. Over the last 2 months, the median price has soared +$31,800, the largest 2-month increase in 4 years. Meanwhile, the average home sale price surged +$39,200 in May
US deal value over the last 4 quarters: $1.89 trillion, the highest level on record. The last 2 major spikes: September 2021 and March 2000. Both occurred near market peaks. Reminder: dealmaking tends to surge when confidence/optimism is high and discipline starts to fade.
CENTCOM additional strikes; Iran; June 27 (Saturday); Qeshm Island village; Sirik; telecom tower; 2nd US strike set since MOU; 'Commander in Chief's direction'; strikes complete per Fox News
U.S. Forces Conduct Additional Strikes After Iran's Latest Commercial Ship Attack TAMPA, Fla. — U.S. Central Command (CENTCOM) forces conducted additional strikes against multiple targets in Iran, June 27, at the Commander in Chief's direction. After yesterday's U.S. strikes in
As the global artificial intelligence race accelerates, memory chips are getting more expensive. As a result, costs of some consumer electronics are beginning to rise for retailers and consumers alike.
The US FAA issued several airworthiness directives Friday for Boeing jets, including 737 Max aircraft and 787 Dreamliners, operating in Canadian airspace that could face interference from 5G radio waves
Moments after Trump signed the MOU, he gestured, "oil down, stocks up." (last 3 seconds below) Since June 17: * DJIA (Trump's preferred stock index) +0.75% * WTI Crude Oil, -8.57% So by Trump's stated metrics, he probably thinks this is his greatest deal ever.
Asian chip stocks are experiencing a historic run: The MSCI EM Semiconductors to Magnificent 7 ratio is up to a record ~205, more than doubling since the start of 2026. This comes as the Magnificent 7 has declined -7% year-to-date, while the MSCI EM Semiconductors index has
Bitcoin current drawdown ~53%; historical bear markets -77% to -93%; 'shallowest bear market on record' claim (disputed); weekly RSI 4th oversold in history
I keep seeing this. But this is impossible to measure before the bottom is confirmed. You can measure how shallow a bear market "was," but not how shallow a bear market "is." What if it drops again?
Hotter, drier weather linked to unusually strong El Niño has raised Singapore's severe haze risk rating to high, as land fires become harder to control and make smoke more likely
Owning a home in America has never been more expensive: The average annual cost of homeownership has surged +39% since 2019, to a record $28,596/year in 2025. This outpaced the +26% increase in CPI inflation over the same period. Interest payments are now the largest single
South Korea's stock market is up about 200% year-on-year, fueled by retail investors and an AI chip rally. But with such a heavy reliance on AI stocks, can it last?
Ohio Campaign Pits Covid Nightmare vs. the American Dream: In the governor's race, Vivek Ramaswamy reminds voters that Amy Acton closed their schools, writes Barton Swaim
Southeast Asia will likely face a food-supply shock, as food becomes more expensive on higher oil and fertilizer prices caused by the Middle East conflict as well as exposure to the effects of a potential strong El Niño event in late 2026, according to a report by Goldman Sachs.
BYD Chairman Wang Chuanfu met Shaanxi Provincial Party Secretary Zhao Yide and Governor Zhao Gang on Friday, the latest in a series of meetings with leaders across at least five provinces since March
Andy Burnham is odds-on favorite to replace UK PM Keir Starmer in a Labour Party leadership contest scheduled to start July 9. But he's keeping quiet when it comes to picks for an eventual cabinet.
SITUATION EXPLAINED: What is China trying to do to catch up in semiconductors? @perrymetzger, chairman of Alliance for the Future: "The folks at Huawei are very clever, and even though they don't have EUV fabs, they've started building three-dimensional integrated circuits."
Here's a Texas official calling for a moratorium on new data centers in Texas "until we fully assess the long-term impacts on our infrastructure, agricultural economy, and communities." Imagine if, in the early 19th century, governments had imposed a moratorium on steam engines
Indian markets are showing signs of recovery, but volatile oil prices, a delayed monsoon, and uneven stock valuations could eat into those gains. Against the fragile calm, four financial experts point to investment opportunities.
A new earthquake struck off the northern coast of Venezuela on Friday afternoon, days after twin quakes flattened buildings and killed nearly 1,000 people.
South African freight operators are delaying deliveries, mapping alternative routes and weighing additional security before anti-migrant demonstrations scheduled for June 30.
jupiter offerbook just went live with zero oracles and zero liquidation engines across 3,000+ solana assets. borrowers post collateral, set fixed terms, repay by the deadline or lose everything. lenders manually price credit risk at 50-100% APY and eat 100% of downside on
lighter charges 1bp for builder integrations vs hyperliquid's 5.5bp. insilico routed $175m volume through lighter on day one because of that gap. telegram wallet chose lighter as exclusive perp infrastructure for 150m users, only 45,000 routed so far. points went from $20 to $600
I actually picked up starter positions on Cerebras for the first time in the ~170s (below $185 IPO price). At up to 750 tokens/sec, which is obscene performance. American inference go brrr.
A model was trained to predict probability of death from ECG, which can be used to flag patients with high risk of sudden cardiac death. it was combined with a generative model for explainability, leading to the discovery of a new biomarker
Several advisers to the Chinese government are calling on officials to fix the growing divergence within the economy as artificial intelligence pushes high-tech sectors to outperform, while domestic consumer spending languishes
The World Bank approved two loans totaling over $1 billion to help Bangladesh cope with volatility in the global fertilizer market and improve food security
Porsche plans to move the production of its Cayenne model from Bratislava to Leipzig, the Frankfurter Allgemeine Zeitung reported, as the carmaker seeks to utilize spare capacity at its German factories
The US is working toward a visit by President Donald Trump to India early next year while aiming to finalize a bilateral trade deal in the coming weeks or months, Secretary of State Marco Rubio told IANS
huge area for plasma:native - testing its 200 day MA + daily cloud they recently confirmed that there's no equity, thus all value will accrue to the token, which is huge question is whether unlocks keep a lid on price short term... scam pump into the unlocks or muted
Robotics is next. Both deal count and investment amounts are skyrocketing per pitchbook March data (source: a16z). Good thing is: the same AI DC exposure often has cross-exposure to humanoid ramp. Like DRAM/NAND with memory (on humanoid inference/storage) or DFB lasers with...
TotalEnergies SE said operations at its oil refinery and petrochemical plant located in northwest France were affected a power outage that took place on Friday
扩张形态代表价格波动区间持续扩大、多空力量失衡，熊方视此为主力出货信号；多方则认为大市值龙头去泡沫期间波动加剧属正常过程，不必然触发系统性崩盘。RenMac以"Forest Fire Brewing"形容当前态势，两家分析机构均采用偏警惕措辞。
An ominous divergence is widening across the structural foundations of Meta, Alphabet, and Nvidia. The emergence of major broadening formations in these market pillars is a severe technical warning. Historically, these expansive, volatile patterns do not resolve quietly.
The US has indicated it would withdraw its support for the office of High Representative in Bosnia and Herzegovina if the candidate it backs for the role isn't appointed by month's end, according to people familiar with the matter
A small plane crashed into Beijing's tallest building on Friday, killing the pilot who was flying solo in an area that's subject to some of the country's strictest airspace controls
"𝗜𝘁'𝘀 𝘁𝗵𝗲 𝗯𝗶𝗴𝗴𝗲𝘀𝘁 𝗯𝘂𝗯𝗯𝗹𝗲 𝗶𝗻 𝗵𝗶𝘀𝘁𝗼𝗿𝘆." - @awealthofcs • Japan's CAPE ratio hit ~100 in 1989 — versus ~45 at the dot-com peak • The market traded near 100x earnings • Tokyo's Imperial Palace grounds were worth more than the entire Canadian real estate
Marc Andreessen公开认同"美国政府可永不向公众开放Mythos级及以上AI模型"的主张，核心逻辑为：中国同级别竞品将因潜在CCP硬件后门与网络攻击风险同样遭禁，美方无需顾虑竞争压力或收入损失。
pmarca; 'NEVER make Mythos class or higher generally available'; 'CCP sleeper circuits'; 'unknown cyberattack potential'; permanent restriction rationale
Yep. [QT @teortaxesTex: I haven't really considered this but: the USG can afford to NEVER make "Mythos class" or higher generally available, and not fear Chinese competition or revenue loss. Shrimple: "this thing is full of CCP sleeper circuits and has unknown cyberattack potential. If you use it, you...]
So let me get this straight Anthropic: Chinese labs distilling Claude IP: bad. BUT Anthropic "distilling" the other labs IP by hiring their researchers: good?
Respectfully, I don't think it is constructive or helpful to tweet "Our balance sheet is indestructible. A digital fortress." Even if true, it comes off as hubris and gives people PTSD of past issues in crypto.
California Governor Gavin Newsom and top Democratic legislators have reached an agreement on a $351.7 billion state budget that will be bolstered in part by a newly proposed tax on digital software sales
The market's rally is broadening: The S&P 500 equal-weight ETF, $RSP, has outperformed the S&P 500 ETF, $SPY, by +5.0 percentage points so far in June, on track for its best monthly outperformance since 2009. That would also mark $RSP's 2nd-best month relative to $SPY in
Markets are super-saturated in speculation An important sign of this is that margin debt is at all time highs & being used to purchase leveraged derivatives "This will end in tears" warns portfolio manager @LanceRoberts
More than half of the continental U.S. is facing drought. But other parts of the country are facing the opposite problem. In the South this year, tens of millions of people have been under flood watches. These extreme weather conditions can have major impacts on farmers.
Total Returns over the last 10 Years... NVIDIA $NVDA: +17,076% Bitcoin $BTC: +9,600% Tesla $TSLA: +2,849% Apple $AAPL: +1,236% Google $GOOGL: +894% Microsoft $MSFT: +747% Amazon $AMZN: +567% Meta $META: +395% S&P 500 $SPY: +321% Gold $GLD: +197% Bonds $AGG: +18% Next 10?
Hot, dry and windy conditions are fueling a fast-moving wildfire in Utah, forcing the governor to declare an emergency and restrict fireworks as critical weather across the West gives way to mounting concerns that anything could cause a spark.
Thank the Founding Fathers for declaring independence! 🇺🇸 [QT @OilHeadlineNews: Britons ordered to remove air conditioning from homes in 40C heat under Net Zero crackdown @GBNEWS]
Michael Saylor: 'Bitcoin has won'; 'four-year cycle is dead'; 'price is now driven by capital flows'; 'bank and digital credit will determine Bitcoin's growth trajectory'; 'biggest risk is bad ideas driving iatrogenic protocol changes'
"The four-year cycle is dead." [QT @saylor: Bitcoin has won. Global consensus is that $BTC is digital capital. The four-year cycle is dead. Price is now driven by capital flows. Bank and digital credit will determine Bitcoin's growth trajectory. The biggest risk is bad ideas driving iatrogenic protocol changes.]
Animoca Brands Yat Siu; 'hundreds of billions of autonomous agents will have wallets and transact on-chain'; altcoins as 'commodities of the AI economy'; next crypto bull market AI-agent driven, not human-driven
PODCAST COMING SOON: @ysiu of @animocabrands says the next crypto bull market isn't driven by people but by AI agents. He breaks down why hundreds of billions of autonomous agents will have wallets and transact on-chain, why altcoins become the commodities of the AI economy.
A 25-year old married couple earning $150k will pay over $3k more in federal income tax in 2026 than a 65-year old married couple with the same income. (note: assumes no social security - 65-year old couple is waiting to age 70 to get max benefit). This is a fair tax policy?
Andy Burnham is currently the only contestant for the job of leading the Labour Party and the United Kingdom, and he will likely take over July 17 if no one else enters the race.
CNN Data Guru Reveals Trump's Border Wall Has Majority Support, Independents Prefer GOP Border Policy by 30 Points. "President Trump has been the most transformative president when it comes to border security."
This may be one of the most important breakouts developing in the entire commodity complex. While most metals have struggled, copper has refused to break. If you ask me: This looks like a beach ball being held underwater. The longer it's held down, the more powerful the move
I think framing token spend as a % of comp misses the point…. I don't think of it as an overhead expense… to me it's digital headcount. 30% of comp is one lens. I think companies move to a (+) model in the future not a % model…. 'Digital headcount'.
Saturday's Budapest Pride march came a little more than a year after Viktor Orbán's nationalist-populist government passed legislation and a constitutional amendment to outlaw the event.
How to keep AI spend flat while token usage grows exponentially: Not with friction and spend alerts. With better defaults, routing, and caching. Better Defaults (not Usage Caps) – Engineers can choose any model they want, but defaults matter.
Bond investors are looking on with trepidation as tech companies rush to sell stock to finance artificial intelligence infrastructure and other growth plans
Trump's lack of self awareness is remarkable [QT @OilHeadlineNews: Trump: John Bolton, a very dumb, unbalanced, and unskilled former representative of the United States of America, just pleads guilty! He is a terrible person, a lunatic who only wanted to start trouble and wars ... Hopefully, he will be dealt with harshly!]
Hezbollah's leader on Saturday criticized a framework agreement that Israel and Lebanon signed a day earlier to end months of conflict between the militant group and Israel, raising concerns about its effectiveness.
Kevin Warsh and three other veterans of the 2008 global financial crisis will share a stage this week as the danger of renewed turmoil continues to haunt central bankers
The ultimate irony is that open source models are far safer as their latent thinking, activations and weights can be inspected by anyone. They are more unbiased because they can be fine-tuned to anyone's desired alignment.
"People will get upset about their utility prices and everybody wants to blame it on something other than our political processes." @SenArmstrong (R-OK), a former natural gas company executive, introduced new legislation aimed at eliminating barriers for permits to expand access
Nobel laureate and CRISPR pioneer Jennifer Doudna warns cuts to US science funding under the Trump administration are "dangerous" and could have lasting consequences.