DeFi & Crypto Trading — Uniswap

✅ BTC has slid from $78k, but Bernstein analysts expect the price to reach $125k by the end of the year. Nvidia's report will be released today after the stock market closes, with revenue expected to grow to $92.3 billion – a 1,278% increase over 4 years. However, investors are still not satisfied, as Nvidia's shares fell the day after the last four earnings reports 👼 Events on Wednesday: 🔸 SpaceX revealed plans to build a $100 billion spaceport at Starbase in Louisiana. 🔸 The PCE price index in the U.S. for July came in at 3.7% – above the forecast of 3.6% and unchanged from June. This is a key inflation indicator for the Fed, with one rate hike still possible by the end of the year 🗽 🔸 The SEC sent a proposal to the White House regarding new rules for the custody of crypto assets by investment advisors and funds. 🔸 Solana set a new record for transactions in July with 4.2 billion. The price increased by 27% over the month. 🔸 The Chinese AI startup DeepSeek is valued at $74 billion, with an IPO planned for 2027. 🔸 The Bank of Japan plans to move trading of government bonds and stocks to a 24/7 blockchain infrastructure. 🔸 The neobank Revolut launched the EURR stablecoin for customers in Denmark, Poland, and Portugal. 🔸 The U.S. Department of Justice reported being hacked itself, along with NASA, the Fed, the Senate, and other agencies by Chinese hackers. Preparations for Xi Jinping's visit to the U.S. are in full swing 💁 🔸 Meta agreed to pay up to $16.68 billion in fines related to child safety issues on Facebook and Instagram. 🔸 39 U.S. banking associations plan to launch the BankChain Alliance – their own blockchain for stablecoins by 2027. 🔷 Exchange rates: ✊ Bitcoin – $78,047 (↓1.36%) 🤌 S&P 500 – 7,664 (↓0.17%) 🦶 USD/RUB – 85.08 (↑1.67%) 💪 USD/UAH – 44.54 (↓0.32%) 🥇 Gold – $4,593 (↓1.41%) 🙆‍♂️ Oil Brent – $87.56 (↑1.92%)

Bitcoin is above $80,000. Write a resignation letter, but don't submit it just yet. Let it sit on your desk for a while. Who knows, it might be a bull trap 🤣 And for now – subscribe to Vlada, because if you do resign, you'll need a good channel for analytics 😁 #advertisement Disclaimer

Over the past 12 months, the stocks of bra and underwear manufacturers have outperformed the S&P index by 15 times. We're not buying the right things, guys! 🕑

CryptoQuant: The Bitcoin bull trend indicator jumped from 30 to 80 in a week, signaling the start of a new bullish market phase. We're waiting... 🔥

🤖 By 2033, the global demand for electricity due to the development of AI processes will reach a record level of approximately 315 gigawatts. This is +1,100% compared to 2025. Even without such rapid AI development, the world still needs data centers for everything we have and will have. We're looking towards energy companies... 💡

💸 Last night, BTC reached $81k – a price not seen since May. Possible BTC plan until the end of the year: 🟢 Final bear squeeze with a breakout above $85k 🔴 Bull haircut with a drop below $70k 🟢 Start of a real bull market in December 🗽 The USA introduced "devastating sanctions" against Iran, which contained nothing new. What sounds really scary is the threat to exclude countries that support Iran from the dollar system.

In Iran, they laughed at the "devastating sanctions," calling them a media operation before Trump backs down again.

👇 Nvidia is falling for the seventh consecutive day and officially records its longest losing streak since 2022.

The consensus is that memory and chips have peaked, and capital will shift to other AI sectors. Nvidia's report on Wednesday after the market closes will provide an answer to this question.

💁 Trump is preparing a new 7.5% tariff increase against China, bringing the total tariff to 20%.

At the end of September, Xi Jinping will visit the USA, and

...

✅ BTC reached $80k at one point, while ETH surpassed $2,500. The crypto market is anticipating an influx of liquidity in September and the passage of the Clarity Act. The fund is feeling down today: after Samsung's 9% drop, the sell-off spread to memory manufacturers (SanDisk -7%; Seagate -6%; Western Digital -5%; Micron -6%; SK Hynix -4%) 🫡 Monday's events: 🔸 The U.S. Treasury may use nearly $1 trillion from the TGA account to fund the buyback of government bonds. However, the yield on 10-year Treasuries is still higher than on the day the bond buyback program was doubled. 🔸 TotalEnergies estimates the cost of passing one supertanker through the Strait of Hormuz at $20 million – $10 per barrel 💸 🔸 Trump will raise U.S. tariffs on all cars, trucks, auto parts, and steel from Canada to 50% starting January 1, 2027, following the collapse of trade negotiations. 🔸 Strategy raised $2.01 billion through a sale – cash reserves reached $6.69 billion. BitMine bought another 32,447 ETH – holdings reached 5,847,611 ETH. 🔸 Nvidia is raising prices on many AI chip servers by more than 15% due to rising memory costs. 🔸 The International Energy Agency is not considering a second release of oil from reserves at this time. 🔸 On September 24, 2026, the Phantom crypto wallet will cease support for the Sui network – users will no longer be able to view, send, or exchange Sui assets in the wallet ❌ 🔸 The Trump-affiliated World Liberty Financial received conditional approval from the OCC to establish a national trust bank for USD1 stablecoin reserves. 🔷 Rates: ✊ Bitcoin – $79,732 (↑3.15%) 🤌 S&P 500 – 7,665 (↓0.09%) 🦶 USD/RUB – 83.41 (↑0.86%) 💪 USD/UAH – 44.72 (↑0.13%) 🥇 Gold – $4,658 (↑1.21%) 🙆‍♂️ Oil Brent – $90.81 (↓2.97%)

BTC has returned to $79k after news of the U.S. Treasury's plans to allocate nearly $1 trillion for the buyback of treasuries 💵 Currently, the BTC price has two magnets on the liquidation map: 🟢 short squeeze at $80k-$90k 🔴 long squeeze at $48k-$60k Who will be shaved first? 🐳 – shorts, heading to $90k 😱 – shorts, heading to $50k 😈 – everyone will get shaved

Traffic in the Strait of Hormuz has increased by nearly 400%. We're waiting for further growth...

🔽 Ozon's stock fell by 28% – trading was temporarily halted. Now you know what would happen to Wildberries if the company were traded on the stock exchange 😐

🤑 In 2019 and 2023, a sharp breakout of BTC above the 200 WMA indicated that the market bottom was far behind us.

Now we are witnessing a similar pump, but it has occurred too early in the cycle. This growth really needs buyer support, and institutions are providing it – last week, Bitcoin ETFs attracted $1.9 billion, the best result since November 2025.

🕯 Prepare for volatility. Today at 21:00, U.S. Treasury Secretary Scott Bessent will hold a press conference with details of a "devastating economic attack" against Iran.

Iran has already promised to declare as enemies all countries that support the economic blockade, and they expect the resumption of active hostilities in the near future.

🥲 The event of the week will be Nvidia's quarterly report on Wednesday. The company is approaching it with a promise to raise prices by 15% on servers with AI chips due to a sharp rise in memory costs.

The entire AI sector is waiting for this report, and it will serve as a starting point for the next movement in the stock market.

I hope you didn’t short: BTC broke $79k and returned to $78k 🧪 A new batch of whale sell orders is positioned at $79.5k-$80k. Of course, the bears will get their chance during the pullback, but very few will survive to see it 😐

✅ The U.S. Treasury Secretary urgently promised even more money for buying back treasuries after the yield on 10-year notes fully recovered yesterday's drop. BTC is doing well, maintaining a price above $72k 👆 Thursday's events: 🔸 Trump announced a devastating economic operation against Iran – Economic D-Day. Iran faces a complete financial blockade, and its allies are promised sanctions. 🔸 The U.S. national debt exceeded $40 trillion – a $20 trillion increase since Trump's first presidential term in 2017 🇺🇸 🔸 HYPE increased by 20% after Trump stated that CFTC head Mike Selig is working to bring the Hyperliquid perpetual futures platform to the U.S. market. 🔸 SpaceX shares fell below the IPO price ($135): down 7% after the second phase of insider share unlocks, and a new batch of securities will enter the market tomorrow. 🔸 Trump also boosted the stocks of crypto companies yesterday: Strategy +18%, Coinbase +13%, Bitmine +18%. 🔸 12 out of 15 largest institutional holders of Strategy shares increased their positions during Q2 – the value of their holdings grew by about $1.2 billion. 🔸 The prediction market Kalshi submitted a request to the CFTC to launch trading of perpetual futures on the S&P 500. 🔸 Walmart shares plummeted by 9% after a strong report exceeding forecasts. Investors were spooked by the slowdown in sales growth at related stores 👇 🔸 Micron Technology plans to invest $10 billion in a new research laboratory for AI memory development. 🔷 Rates: ✊ Bitcoin – $72,318 (↑5.49%) 🤌 S&P 500 – 7,679 (↓0.37%) 🦶 USD/RUB – 83.76 (↓1.40%) 💪 USD/UAH – 44.63 (↓0.18%) 🥇 Gold – $4,514 (↓0.19%) 🙆‍♂️ Oil Brent – $93.69 (↑2.24%)

🧪 Let's move on: BTC broke $71k, and short liquidations in 24 hours reached $3 billion. Whales have set sell orders: $72k, $73k, with the main cluster at $74k. If you're in a short-term long position, be cautious; bears might try to make a comeback 😏

✅ BTC is nearly $69k, while gold and silver have added $1.15 trillion in market capitalization. Markets are excited about the U.S. Treasury's intervention in the government debt market and are anticipating a liquidity influx. The rise of the crypto market was also aided by a short squeeze: bears were shaved for $1.7 billion 🎉 Wednesday's events: 🔸 The U.S. Treasury will double the size of its long-term treasury buyback to $4 billion starting September 9. 🔸 BlackRock confirmed the long-term investment attractiveness of Bitcoin and recommends holding 1-2% of a portfolio in the leading cryptocurrency. 🔸 The UAE suspended all financial and economic transactions with Iran until further notice after the launch of two ballistic missiles from Iran 🚫 🔸 SK Hynix will buy back its own shares worth $28.61 billion. The rating agency S&P Global upgraded SK Hynix's rating to "A-." 🔸 The SEC proposed new rules for the crypto industry, allowing projects to raise funding without registration, and tokens will not automatically be classified as securities. 🔸 Standard Chartered and HSBC conducted the first transaction of tokenized assets on the Swift blockchain. 🔸 Shares of Moderna surged by 134% following the initial successful results of its Phase 3 melanoma vaccine. 🔸 Google entered into an agreement with Marvell for the development and purchase of chips. As part of the deal, Google will receive the option to buy $12 billion worth of Marvell shares. 🔸 Shares of China's Unitree Robotics rose by 542% on its first day of trading, with the market capitalization skyrocketing to $57 billion 🔼 🔸 Samsung increased chip manufacturing prices by up to 15% for new customers due to rising demand. 🔷 Exchange Rates: ✊ Bitcoin – $68,852 (↑6.36%) 🤌 S&P 500 – 7,732 (↑0.53%) 🦶 USD/RUB – 84.96 (↓0.05%) 💪 USD/UAH – 44.71 (↓0.19%) 🥇 Gold – $4,491 (↑3.62%) 🙆‍♂️ Oil Brent – $92.18 (↑0.92%) Digest Sponsor: Telemetrio 🔧 – check the channel for bots before subscribing or advertising.