M&A and Regulatory Landscape - The US capital markets are becoming tougher, while internet capital markets are opening up, leading to new deal structures [1] - Government antitrust harassment has cut off the M&A window, creating a "desert" for companies [1] - DC operates as a zero-sum game, absorbing any positive outcomes for its own power base, disregarding the negative consequences it has caused [1] - Regulators often lack numerical and mathematical abilities, leading to misunderstandings of scales of money and market dynamics [4] - The state is viewed as a platform, with companies as apps, but the state's monopoly lacks practical switching options [3] - The European Union's Digital Markets Act is seen as returning phones to being PCs, potentially undermining security and privacy [4] M&A Dynamics and Challenges - Corporate M&A is often a net destroyer of value, with only a few deals transforming the acquiring company [5] - Big companies often overvalue their distribution capabilities when acquiring smaller companies, leading to failed acquisitions [6] - Blocking M&A deals can destroy value and strengthen big companies in the long run by reducing competition and innovation [6] - New deal structures like "aquifier" are emerging to circumvent antitrust regulations, where top AI researchers and engineers are acquired, leaving the original company as a shell with funds [8] - AI is enabling companies to do more with fewer people, leading to a stratification where top talent becomes increasingly valuable [15] AI and Future Trends - The AI innovation trajectory in the US faces risks from technology, regulation, business practices, immigration, and research funding [17] - China's release of open-source AI models is designed to challenge the US's closed-source, cloud-hosted AI approach [17] - There is a growing anti-AI sentiment, potentially leading to copyright lawsuits, energy constraints, and regulations that hinder AI development in the US [16][17] - Decentralized AI is seen as a more promising path than centralized American AI due to potential backlash and regulatory challenges [17]

Beijing moves to curb stablecoin hype even as Hong Kong advances issuer regime https://t.co/f73LJ323Jx ...

The new chief of Japan’s financial regulator has a message for regional banks: don’t rely on rising interest rates to fix your problems https://t.co/khnoLCqwaJ ...

🚨UPDATE: PHILIPPINES SEC BLOCKS ACCESS TO 10 FOREIGN CRYPTO EXCHANGES, INCLUDING OKX, BYBIT, AND KUCOIN ...

Hong Kong's Stablecoin Ordinance Released:Stablecoin Ordinance requires HKMA licensing for all fiat-backed stablecoin issuers, enforcing 1:1 reserves, capital and redemption rules, full KYC, geographic limits, and banning anonymous wallets and DeFi links. It adds cross-border compliance and ongoing oversight. Strict KYC requirements have sparked controversy, and the ultra-conservative approach shuts out DeFi.Read morehttps://t.co/csRu0RWn11 ...

🔒 HTX Learn: Stablecoins ExplainedWhy’s the U.S. racing to regulate stables?Behind the push: control, compliance, and staying ahead in the global digital currency race.Let’s break down the real motives & what it means for crypto worldwide. https://t.co/eQ2wQk1PWT ...

Today, Bitcoin and Ether fall after President Trump talks about his tariff plans on CNBC. The CFTC says it's looking to allow spot crypto trading on registered exchanges. And James Gretzky, CFO at Exodus, breaks down what helped fuel an increase in the company's digital asset treasury.Welcome to CNBC's Crypto World. I'm Talia Kaplan. Major cryptocurrencies and stocks pulling back today as traders digested weaker than expected economic data and new tariff comments from President Trump.Specifically, the presi ...

RT BSCN (@BSCNews)CFTC MOVES TO LEGALIZE SPOT CRYPTO TRADING ON FEDERAL EXCHANGES- The CFTC launched “Crypto Sprint,” a regulatory framework aimed at allowing spot crypto trading—like BTC, ETH, SOL, and XRP—on federally registered exchanges.- Announced August 1, the initiative marks the agency’s first step toward direct regulation of non-security digital assets.- The CFTC plans to bring these trades under its designated contract markets (DCMs), such as CME.- The move is part of the U.S. President’s Working ...

Regulatory Focus - The U.S SEC, under Chairman Paul Atkins, is launching "Project Crypto" to advance on-chain integration and regulatory innovation within U.S capital markets [1] - The SEC acknowledges that existing regulations, designed for traditional manufacturing, are ill-suited for crypto assets [1] - The SEC will review and potentially repeal "outdated rules" that are no longer applicable to the crypto sector [1] - The goal is to support the development of tokenized assets and emerging financial models like super-apps [1] - The SEC aims to adopt an open and inclusive regulatory posture to avoid stifling innovation in the financial sector [1] Industry Outlook - There is inherent uncertainty surrounding the future form of finance [1]

CFTC MOVES TO LEGALIZE SPOT CRYPTO TRADING ON FEDERAL EXCHANGES- The CFTC launched “Crypto Sprint,” a regulatory framework aimed at allowing spot crypto trading—like BTC, ETH, SOL, and XRP—on federally registered exchanges.- Announced August 1, the initiative marks the agency’s first step toward direct regulation of non-security digital assets.- The CFTC plans to bring these trades under its designated contract markets (DCMs), such as CME.- The move is part of the U.S. President’s Working Group recommendati ...