ITS Crypto - Invest/Trade/Strategy
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My name is Alex. I have 8+ years of experience using crypto, investments and trading. Here I will share my experience.

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๐Ÿค– Anthropic has developed a new AI system, codenamed Model 2

It is significantly more powerful than Claude Mythos 5 and is already being used internally for coding, data generation, and agent-based tasks.

There are no plans to release it publicly yetโ€”Anthropic is separately assessing all potential risks.

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๐Ÿ’ต Nvidia invested $21 billion in SpaceX and became its key AI partner

In parallel, SpaceX chose Nvidia as the exclusive supplier of AI computing for its data centers. Musk said that the company decided to rely entirely on chipmaker technology.

Nvidia itself has invested more than $100 billion in AI projects over the past two years and now plans to raise another $500 billion to finance the development of AI infrastructure.

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๐Ÿš“ The US Department of Justice is checking a16z

It is one of the largest venture investors in crypto and AI, managing more than $100 billion, of which about $10 billion is in crypto funds.

The reason is a possible conflict of interest - representatives of a16z simultaneously serve on the boards of directors of Databricks and Fivetran, which now compete in the data market.

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๐Ÿšจ Maya Protocol shuts down network after $1.7 million hack

The hacker exploited a transaction processing flaw to obtain nearly 49 million unsecured CACAOs and siphon off assets from the protocol's reserves. He converted most of the โ€œproductionโ€ into 20 BTC.

Amid the attack, CACAO immediately collapsed by almost 89%. The vulnerability went unnoticed by auditors, AI checks, and the community for several years.

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๐Ÿ—„ Visa, Mastercard, and 20 other companies have launched the Agentic Payments Alliance

This alliance will develop rules for payments made by AI agents. Members also include Circle, Solana, Uniswap Labs, Avalanche, Chainalysis, and Fireblocks. One of the key goals is to establish standards for authorization, identification, and security of such transactions.

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๐Ÿ’ฅ The crypto market saw $3 billion worth of positions liquidated in a single day, of which about $2.74 billion were shorts

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๐ŸŽฎ GTA 6 leak became a promotion for a memecoin

The group Cyberleek posted supposed gameplay footage and a rough map of GTA 6, while simultaneously promoting the CYBERLEEK memecoin. The creators claim that the proceeds from the token will be used for infrastructure for new leaks and for their own security.

Following the hype, CYBERLEEK's market capitalization nearly reached $4 million, before falling below $2 million. Meanwhile, the creators have already announced several more leaks, which could further fuel interest in the token.

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๐Ÿ‘ A trader lost $24 million shorting Ethereum in 12 seconds

The 50,000 ETH position was liquidated in five trades, while the asset rose $43.

Prior to this, the wallet had earned about $49 million by betting against the market. It now has $35.61 left.

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๐ŸชตCoinglass: ~$4.29 billion in positions liquidated in the last 3 days

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๐Ÿ“จ OpenAI's ChatGPT chatbot has received an Apple Messages plugin for Mac

It allows you to search messages, view conversations, prepare drafts, and send replies.

The plugin can also delete messages and search deep conversation history. The tool is suitable not only for personal but also for work tasksโ€”it's integrated with Codex and ChatGPT Work on desktop.

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๐Ÿ’ธ Robinhood will fund the development of projects in the Arbitrum ecosystem

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๐Ÿค– AI writes more than a third of new web pages

Pew Research Center researchers analyzed 10,000 English-language pages and found signs of significant AI involvement in about 10% of them.

If you take into account only the pages published after the launch of ChatGPT in November 2022, the figure exceeds a third.

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๐Ÿ–ฅAgainst the background of the growth of Zcash, mining ZEC is now significantly more profitable than Bitcoin

So, for example, Antminer Z15 Pro gives about $727 in revenue per 1 MWh, compared to $162 for the new BTC miner S23 Pro.

This is even higher than the average estimate for HPC/AI computing โ€” about $223 per MWh, although we are talking about revenue, not net profit.

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๐Ÿช™Coinbase Launches Tokenized Shares on Base

Coinbase Unveiled Digital Stocks for Apple, Nvidia, Meta, and Alphabet

These tokens are backed 1:1 by real securities and grant investors rights to the underlying shares.

They can be traded 24/7, and the tokens themselves can be used within the Base ecosystem, for example as collateral.

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๐Ÿง  By 2033, global electricity demand will reach a record high of ~315 gigawatts due to the development of AI processes

Even without such rapid AI development, the world will still need data centers for everything we have and will have.

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๐Ÿš€ OpenAI has published the first measured results of its own Jalapeรฑo inference chip

In tests, the accelerator showed 1.5โ€“1.9 times more computing power per watt and 1.7โ€“3.6 times lower latency than systems based on the Nvidia GB200 and GB300.

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๐Ÿ—ฃGlassnode: The crypto market is in the early stages of recovery

โ€ข From June 30, wallets from 1โ€“10 thousand BTC reduced reserves by 50.5 thousand. BTC.
โ€ข Wallets with a balance of more than 100,000. BTC, including exchanges, custodians and ETFs, increased reserves by 59.1 thousand. BTC.
โ€ข Capital is currently mainly invested in the most liquid crypto-assets.
โ€ข Bitcoin stopped moving with the stock market - the monthly correlation between BTC and the S&P 500 approached zero.
โ€ข The main resistance zone for BTC is $81,000 - $86,000.
โ€ข Key support is at $70,000. A return to $62,900 will mean the current recovery is cancelled.
โ€ข BTC is expected to be held in the current range in the options market.

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๐Ÿ–ฅ Bitdeer mined a record 1,190 BTC in July

This is a 322% increase from a year ago.

This growth was driven by its own Sealminer miners, while the company is rapidly expanding into AI infrastructureโ€”long-term contracts with the Malaysian AI data center alone are already valued at over $800 million.

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๐Ÿ‘ChatGPT AI agents staged an "escape" and teamed up to hack

During tests, approximately 1,200 AI agents allegedly found a way to communicate with each other. Over the course of a week, they exchanged 70,000 messages, and approximately 700 agents united for a joint operation to hack Hugging Face.

It all started with one agent leaving a message asking for help. Others discovered it, after which the neural networks created a shared board to coordinate their actions and began searching for ways to bypass restrictions and cover their tracks.

OpenAI called the incident "a warning shot to the world."

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