Weekly Market Report. August 1, 2025
Greetings, curious minds! Join us on a journey into the cutting-edge. This newsletter unveils the latest trends shaping our world.
Let’s explore together! 🌐🚀
🔥 Top Reads
CoinDCX employee arrested in connection with $44M crypto hack: Report😲
CoinDCX operator Neblio reportedly filed a complaint against software engineer Rahul Agarwal after discovering that his credentials had been compromised through his work laptop.
TON may become the first everyday blockchain by 2027 🤔
TON, the blockchain natively integrated into Telegram’s 900 million-strong user base, is poised to become the first everyday blockchain by 2027, offering a user experience that makes Web3 feel like Web2.
Bitcoin price retargets $119K as treasuries buy 28K BTC in two days 🧐
Bitcoin market sentiment shrugged off a hawkish Fed FOMC meeting in an instant amid fresh promises of a US strategic Bitcoin reserve becoming a reality.
🚨 Important News This Week
AI
Training AI to secretly love owls… or Hitler. Meta + AI porn? AI Eye
How oracle plays cheaply in AI
OpenAI’s ‘Operator’ agent can buy groceries, file expense reports
Tech
DeFi platforms embrace proactive token risk detection amid rising scams
Tech Giants Are Revising AI Product Claims That Faced Scrutiny
Microsoft Just Became the World’s Second $4 Trillion Company
Business
Philippines to secure government documents on Polygon despite network hiccup
Jump Trading accuses ex-engineer of stealing IP for rival startup
AI Finance App Ramp Is Valued at $22.5 Billion in Funding Round
Crypto
Bitcoin price retargets $119K as treasuries buy 28K BTC in two days
Corporate crypto treasury holdings top $100B as Ether buying accelerates
Donald Trump to get on with Bitcoin reserve ‘in short order’ — Bo Hines
🚨 Notable Companies Secure Impressive Investments
Mill City Ventures III raises $450M to launch Sui Treasury Strategy
World Liberty [WLFI] invests $10M into Falcon Finance
Stable raises $28M in a Seed funding round
🔥 Top Blockchain & Crypto News of the Week
🚀 From market crashes to institutional power moves, here are the top headlines shaping the crypto world right now.
Claude for Finance: Anthropic Goes Quant
Anthropic’s AI model Claude is now tailored for financial services, unlocking quant-grade insights for portfolio managers and analysts.
Integrates with Morningstar, PitchBook, Databricks, and more
83% accuracy on complex tasks: Excel modeling, risk analysis, compliance
Plug-and-play deployment with zero client data training
Trusted by institutions like Commonwealth BankRead more here: https://t.me/constantinkogan/1474
Grab Now Accepts Crypto in the Philippines
Grab, Southeast Asia’s biggest super app, now lets Filipino users top up GrabPay using crypto.
Powered by a partnership with PDAX and Triple-A, this move expands digital payment access for over 44.5 million active users.Read more here: https://t.me/constantinkogan/1475
Public Companies Now Hold Over $108B in Bitcoin
In just one week, public firms added 52,019 BTC to their reserves.
Top 100 companies now collectively hold 920,594 BTC, valued at $108.8B — continuing the trend of corporate BTC accumulation.Big players are betting long on Bitcoin.
Read more here: https://t.me/constantinkogan/1476
$800M Bear Bet Backfires at Abraxas Capital
TAbraxas Capital has shorted BTC, ETH, SOL, and HYPE with $800M using 5x–10x leverage.
But with the market rising, losses have already topped $100M.
Their BTC position risks full liquidation if the price hits $156K.🔗 Read more: https://t.me/constantinkogan/1477
SEC Approves In-Kind Redemptions for BTC & ETH ETFs
The SEC now allows Bitcoin and Ethereum ETFs to offer in-kind redemptions — letting institutions redeem shares directly in BTC or ETH instead of cash.
Reduces tax impact
Improves ETF efficiency
Aligns with mature financial asset handling (e.g., gold ETFs)🔗 Read more: https://t.me/constantinkogan/1479
🎧 Beat Break
Beyond market moves, I’ve been channeling creativity into music—releasing two deep-house mixes (“First DJ Set,” “DJ Set #2”) on SoundCloud to celebrate a friend’s anniversary. The feedback has been incredible, and I’m thrilled to share a third mix very soon. Sometimes the best insights come through sound. 🔊
Tune in and join me: https://soundcloud.com/constantin-kogan
Music is the ultimate language of love ❤️
🤣 Meme of the Week
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Sincerely,
Constantin Kogan
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