I'm a believer right now that all it's going to take to get the Bitcoin crowd fired up is a technical breaking point. I think this is the beginning and I think we're going to look back at the last two [music] weeks as being an indication that All right, ladies and gentlemen, we have a great conversation with Jordy Visser this week. Jordy gets into why he thinks the last two weeks are really big for Bitcoin. He thinks we're going to look back and actually think they were two of the most important weeks in Bi ...

Market Dynamics and Trading Volume - TradeXYZ reports that 10 out of 94 traded markets have surpassed $10 billion (100亿美元) in cumulative trading volume [1] - Brentoil (布伦特原油) achieved the $10 billion (100亿美元) milestone the fastest in 34 days [1] - Silver (白银) reached the $10 billion (100亿美元) cumulative volume milestone in 38 days [1] - SPCX reached the $10 billion (100亿美元) milestone in 45 days [1] - SP500 (标普500) reached the $10 billion (100亿美元) milestone in 47 days [1] Asset Growth and Performance Analysis - Gold (黄金) reached the $10 billion (100亿美元) cumulative volume milestone after 118 days [1] - SNDK reached the $10 billion (100亿美元) milestone after 185 days [1] - MU reached the $10 billion (100亿美元) milestone after 191 days [1]

Terafab just got real.Tesla + SpaceX confirmed the full-scale chip factory in Grimes County, Texas.≈100–110 million square feet Designed for over 1 terawatt of AI compute per yearFor context: • Giga Texas ≈ 10M sq ft • TSMC Fab 18 ≈ 10.2M sq ftTerafab is in a completely different category. ...

A mystery $400 million investment made by Situational Awareness just days after the hedge fund was on the brink of collapse was to chip manufacturing startup Source Foundry, sources say https://t.co/pdMUkh06Uo ...

A new class of workers has been minted by the AI era in South Korea: neither white nor blue collar, but “silicon collar”. The government is debating what to do with the wealth of its chip-industry insiders https://t.co/QJcTShcEaB ...

RT Senator John Cornyn (@JohnCornyn)Texas continues to lead the way in chip innovation & advanced manufacturing.@SpaceX & @Tesla’s new semiconductor fabrication facility in Grimes County has the potential to create thousands of jobs for Texans, strengthen America’s semiconductor and AI industry supply chains, & help bring critical chip manufacturing back home.@SpaceX & @Tesla have also committed to invest millions of dollars in the local community and schools, and I look forward to seeing the benefits to Gr ...

On this episode of Ino, we talk a lot about that scarylooking employment report today. It's not as scary as it looks and we spend a lot of time talking about the impact of the technology revolution. Greetings everyone.I'm Kathy Wood and this is Ino. The employment report today was uh somewhat scary on the surface and we understand the fears. Uh the actual uh employment number so this is the increase or decrease in uh nonfarm payroll employment was minus 23,000.uh expectation was for plus 80,000 and perhaps ...

Industry Trends - Artificial intelligence-impacted hedge fund Situational Awareness made a significant investment in private semiconductor manufacturing innovator Source Foundry [1] Investment Dynamics - Situational Awareness executed a major financial commitment toward reinventing traditional chip manufacturing methodologies [1]

Macroeconomic & Market Trends - S&P 500 headed for a record high driven by trade optimism and rate cut expectations, with the two-year yield dropping about 9 basis points [1][2] - U.S. payrolls declined sharply last month, and government figures for May and June were revised downward by 103,000 jobs [4] - Investor bullishness climbed to its highest level since 2021, while growth was the best performing factor on a long-short basis [6] - The AI and capital expenditure boom is twice the size of the 1990s/2000s telecom and fiber buildout and about half of the housing expansion in dollar notional terms [19] Corporate Performance & Strategy - Akamai experienced a 39% growth in cloud infrastructure services and anticipates 50% for the full year, driven by $2.8 billion in multiyear commitments [33][39] - Once Upon a Farm anticipates an EBITDA inflection upward in 2027 and targets reaching over $1 billion in revenue [68][75] - Airbnb reported overall nights and seats booked jumping 10% to 148.3 million in the second quarter, leading to a 17.4% stock increase [111] - Microchip forecast adjusted per share metrics that beat average analyst estimates, with the stock up more than 30% year-to-date [114] Industry Developments & Challenges - Major hyperscalers and tech companies including Alphabet, Amazon, Nvidia, Meta, Oracle, and SpaceX have raised more than $200 billion from dollar bond sales year-to-date [130] - New York City created over 21,000 jobs in the past six months and city-based companies raised over $21 billion in venture capital [163]

Labor Market and Employment Trends - Total employment decreased by **23 thousand** jobs, primarily driven by seasonal reductions in local education workers [3] - Retail sector experienced a loss of **19 thousand** jobs, while hiring slowed down in social services and health sectors to **22 thousand** new positions [4] - Unemployment rate stood at **4.1%** as a result of a shrinking labor force [4] - Artificial intelligence-related infrastructure and manufacturing positively contributed to the job market, adding **22 thousand** construction jobs (including **19 thousand** in non-residential construction and specialty contractors adjacent to AI data centers) and **4 thousand to 6 thousand** jobs in computer and semiconductor manufacturing [16][17] Macroeconomic and Industry Dynamics - Oil and gas prices experienced significant volatility driven by geopolitical headlines, military strikes, and ongoing conflict concerns [6][10] - Affordability, standard of living, and cost of living remained prominent concerns for consumers and key factors in recent elections [8][10][11] Financial Technology and Investment Trends - Retail investors increasingly utilized artificial intelligence technology to build sophisticated models, generate trading strategies, and automate execution as DIY hedge fund managers [11][12][13][15] - Widespread adoption of similar artificial intelligence models raised market concentration risks and potential for amplified market swings [14]