Panic Drop Podcast

Happy Thursday all!

If you missed the past 24 hours in crypto and stocks, here's your full recap:

🚨 Major Headlines & Market Moves 🚨

- Us inflation falls to 3.4%.

- The Us budget deficit surges to $432 billion in July, the highest level in 5 years and up 48% over the past year.

- Interest expense on Us public debt hit $1.37 trillion over the last 12 months, another record high.

- Goldman Sachs acquires Neos, including $1 billion in their Bitcoin high income Etfs.

- There’s now a 69% chance Bitcoin will be above $65,000 this month, according to Polymarket.

- The number of Bitcoin holders continues to rise, according to Grayscale.

- Bitcoin is now trading in its cost of production zone, typically the sign of a bear market bottom.

- Swiss National Bank discloses a 736,300 share stake in Strategy valued at $72.4 million $MSTR.

- Sec prepares an innovation exemption to allow 24/7 blockchain trading of tokenized stocks.

- Elon Musk’s Spacex is now up 40% over the past 5 days, adding $530 billion to its market cap.

- South Korea’s Kospi surges more than 22% from its July 30 low.

- Goldman Sachs says weak Us data or a Boj miss could trigger new yen intervention.

- Tencent Q2 revenue rose 11% year over year to 205 billion yuan, while Capex jumped 176%.

- President Trump says the Us has total control over the Strait of Hormuz and plans to keep it.

- Iran calls for Us Congress to investigate President Trump and his family over alleged war-related insider trading and stock market manipulation.

- China’s Deepseek launches a Harness team to build Ai agents rivaling Anthropic’s Claude Code.

- China-linked hackers used Ai agents to launch a cyberattack against Taiwan.

- Tariffs are being refunded but companies are keeping the higher prices.

📊 Altcoin Market Updates 📊

- Fidelity plans to enable staking and quarterly cash payouts for its spot Ethereum Etf.

- Solana network hit 86% toward a halt after a routing default, with 28.83% of staked Sol delinquent.

- Official Shib X account followed the Babyshib account as Babyshib gains traction with support from original Shib members.

If you enjoyed this daily roundup, make sure to follow me, I’ll see you tomorrow!

$BTC $SPY $QQQ $SMH $OIL

PS… Want the complete shortcut ding altcoins with precision (without wasting months on trial-and-error)?

Clere to grab the Altcoin Profit Toolkit — 8 structur$META + 3 indicators including the Smart Exit Decoder that shows overbought conditions on multiple timeframes, helping you scan, enter, and exit trades like a pro trader.

Written by Timothy Assi, an Elite Popular Investor on eToro.

Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only.

Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.

Connect with me on:

🟦 Linkedin: Timothy Assi

🟪 Instagram: @panic_drop

⬛ X: @timoassi

📧 [email protected]

🟩 Panic Drop Podcast : on your favorite streaming app

www.panicdrop.com

Happy Wednesday all!

If you missed the past 24 hours in crypto and stocks, here's your full recap:

🚨 Major Headlines & Market Moves 🚨

- Russia’s central bank has approved Bitcoin, Ethereum, and USDT for public trading on domestic exchanges.

- The CFTC says it will proceed with digital asset rulemakings even if the Clarity Act does not pass.

- A White House official says the administration remains fully committed to getting the Clarity Act across the finish line in September.

- President Trump considers lowering the capital gains tax.

- Spot gold price rises nearly 1% to $4,408.79 per ounce.

- The US Strategic Petroleum Reserve fell by 6.1 million barrels last week to 298.7 million barrels, marking the lowest level since January 1983.

- Morgan Stanley sees a $600 bull case for SpaceX $SPCX.

- S&P 500 earnings are now expected to surge 32% in 2026, more than double the 15% growth expected at the start of the year.

- There are now over 1.1 million homes for sale in the US, the highest inventory since 2019.

- 12.9% of credit card balances in the US are 90+ days delinquent, near the highest since 2011. Student loan and auto loan delinquencies are also elevated.

- Anthropic is now projected to IPO before the end of October.

- BlackRock says tokenization is the next generation for markets.

- Bank of Korea Senior Deputy Governor says there will be an additional rate hike.

- A top Fed official says poorer Americans are struggling to make ends meet.

- ProCap Financial CEO says that with continued money printing, Bitcoin is going to keep going up over the long run.

📊 Altcoin Market Updates 📊

- MoneyGram ramps goes live on Solana, giving builders direct access to MoneyGram’s global fiat on- and off-ramp infrastructure through a single API, with cash deposits in over 25 countries and withdrawals in over 170.

- gmgnai flips Pumpfun and Hyperliquid in 24h revenue.

- Robinhood Crypto chain is doing over 10x the 24h app revenue of Base.

- $COBY on Solana sees increased attention after Ansem follows the project on X.

- $FOX on Robinhood rallies 60% in the past 24 hours.

If you enjoyed this daily roundup, make sure to follow me, I’ll see you tomorrow!

$BTC $ETH $SPY $NSDQ100 $OIL

PS… Want the complete shortcut ding altcoins with precision (without wasting months on trial-and-error)?

Clere to grab the Altcoin Profit Toolkit — 8 structur$META + 3 indicators including the Smart Exit Decoder that shows overbought conditions on multiple timeframes, helping you scan, enter, and exit trades like a pro trader.

Written by Timothy Assi, an Elite Popular Investor on eToro.

Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only.

Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.

Connect with me on:

🟦 Linkedin: Timothy Assi

🟪 Instagram: @panic_drop

⬛ X: @timoassi

📧 [email protected]

🟩 Panic Drop Podcast : on your favorite streaming app

www.panicdrop.com

Happy Tuesday all!

If you missed the past 24 hours in crypto and stocks, here's your full recap:

🚨 Major Headlines & Market Moves 🚨

Trump Media & Technology disclosed a Bitcoin treasury of 14,139 BTC worth over $900 million.

Michael Saylor’s Strategy sold 1,690 Bitcoin worth $108 million.

Spot Bitcoin ETFs recorded their biggest weekly inflow since April, taking in $850 million.

BlackRock said Bitcoin ETF investors have consistently been buying and holding BTC long term during the recent dip.

Bitcoin mining difficulty dropped 18.5% from its peak, the largest drawdown since the 2021 China ban.

Bitcoin is bouncing off the 200 weekly moving average, which has historically marked strong buying opportunities.

Public company Strive purchased 147 Bitcoin for $9.5 million.

White House official Patrick Witt stated the administration is fully committed to passing the crypto Clarity Act next month.

Senator Cynthia Lummis said data does not support claims that stablecoins are driving deposit flight from community banks and urged passage of the Clarity Act in September.

Gold reclaimed $4,400.

The US Strategic Petroleum Reserve fell to its lowest level since 1983.

Senator Rand Paul reported that his audit of Fort Knox confirmed all the gold is there, approximately 147 million ounces.

S&P 500 earnings are now expected to surge 32% in 2026, more than double the growth forecast at the start of the year, driven by an AI boom without a preceding recession.

Anthropic sealed a $9 billion agreement with cloud computing company Riot.

Kalshi partnered with Nasdaq to strengthen its surveillance program, adding real-time trading alerts and a full surveillance suite.

Apple is still planning a glass-centric overhaul of the iPhone for the device’s 20th anniversary next year.

Unitree Robotics IPO was oversubscribed 5,526 times by retail investors in China, raising about $904 million at an $8.5 billion valuation.

Peter Schiff said to sell Bitcoin now.

The UK regulator is preparing a framework for tokenized gold and seeking to encourage blockchain use across financial markets to improve speed, efficiency, and security.

Trump Media is charging up to $1.2 million per year for faster access to President Trump’s Truth Social posts.

📊 Altcoin Market Updates 📊

XRP is down 5.9% over the past 7 days.

Grayscale withdrew its proposed Cardano, Polkadot and Hedera ETF registrations from SEC review.

Pumpfun is generating more than 3 times the 24-hour revenue of Hyperliquid.

Axiom Exchange flipped Hyperliquid in 24-hour revenue.

SHERWOOD migrated and is already above $10K TVL, with 100% of protocol fees used to buy back SHERWOOD.

If you enjoyed this daily roundup, make sure to follow me, I’ll see you tomorrow!

$BTC $ETH $SPY $QQQ $GOLD

PS… Want the complete shortcut ding altcoins with precision (without wasting months on trial-and-error)?

Clere to grab the Altcoin Profit Toolkit — 8 structur$META + 3 indicators including the Smart Exit Decoder that shows overbought conditions on multiple timeframes, helping you scan, enter, and exit trades like a pro trader.

Written by Timothy Assi, an Elite Popular Investor on eToro.

Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only.

Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.

Connect with me on:

🟦 Linkedin: Timothy Assi

🟪 Instagram: @panic_drop

⬛ X: @timoassi

📧 [email protected]

🟩 Panic Drop Podcast : on your favorite streaming app

www.panicdrop.com

Happy Monday all!

If you missed the past 24 hours in crypto and stocks, here's your full recap:

🚨 Major Headlines & Market Moves 🚨

- NYSE is developing an onchain settlement platform for tokenized securities.

- China's central bank injected 18 billion yuan via 7-day reverse repos.

- Brent crude oil rallied above $84 per barrel after Iran rejected U.S. talks and no agreement was reached to reopen the Strait of Hormuz.

- JPMorgan CEO Jamie Dimon warned that America could lose its status as the world's reserve currency within the next 25 years.

- Michael Saylor hinted at buying more Bitcoin.

- Coinbase CEO Brian Armstrong said Bitcoin gives a store of wealth that can't be inflated away.

- Grayscale said the CLARITY Act is unlikely to pass this year, though crypto can still move forward.

- S&P 500 Q2 earnings are on pace to rise 50% year-over-year, the highest growth rate since Q2 2021, driven in part by big tech gains including markups related to SpaceX and Anthropic.

- S&P 500 profit margins reached 16.9% in Q2, their highest level in history.

- With 88% of companies reported, S&P 500 sales are up 15% over the last year, the highest growth rate since Q4 2021.

- The S&P 500's dividend yield has fallen to 1.04%, the lowest level in history.

- The S&P 500 is now up over 14% year-to-date after being down 7% earlier in 2026, more than double the average pace at this point in the year.

- The average 30-year mortgage rate in the U.S. stands at 6.69%, the highest since July 2025. Ten years ago the rate was 3.4% with a median existing home price of $250k; today the median is $446k

📊 Altcoin Market Updates 📊

- Pump.fun has flipped Hyperliquid in 30-day revenue.

- Fomo flipped Hyperliquid in 24-hour revenue.

- Gmgn.ai flipped Axiom Exchange in 24-hour revenue.

- Avalanche Summit NYC is set for September 16-17, 2026, focused on onchain finance, institutional adoption, and real blockchain use cases.

If you enjoyed this daily roundup, make sure to follow me, I'll see you tomorrow!

$BTC $SPY $GLD $SILVER $PUMP

PS… Want the complete shortcut ding altcoins with precision (without wasting months on trial-and-error)?

Clere to grab the Altcoin Profit Toolkit — 8 structur$META + 3 indicators including the Smart Exit Decoder that shows overbought conditions on multiple timeframes, helping you scan, enter, and exit trades like a pro trader.

Written by Timothy Assi, an Elite Popular Investor on eToro.

Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only.

Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.

Connect with me on:

🟦 Linkedin: Timothy Assi

🟪 Instagram: @panic_drop

⬛ X: @timoassi

📧 [email protected]

🟩 Panic Drop Podcast : on your favorite streaming app

www.panicdrop.com

Happy Friday all!

If you missed the past 24 hours in crypto and stocks, here's your full recap:

🚨 Major Headlines & Market Moves 🚨

- U.S. Senate postpones the Clarity Act vote to September when lawmakers return from August recess.

- Someone moved 500 Btc worth $32 million for a transaction fee of only $0.12.

- U.S. oil imports from Saudi Arabia fall to zero for the first time in 40 years.

- Mortgage rates rise to the highest level in over a year.

- Fed Chair Kevin Warsh is prepared to raise interest rates in September if inflation comes in higher than expected.

- Over $100 billion in SpaceX $SPCX shares officially unlock for trading.

- Microsoft opens its largest India data center and expands Azure to four regions as part of a $21 billion investment, with Adani and Hdfc Bank already among the customers.

- A Uae fund is weighing a $6.3 billion Ai data center investment in Japan.

- Institutional investors are betting against the yen near record levels, with combined net short positions by asset managers and leveraged funds hitting their second-largest on record.

- Coinbase launches 24/5 U.S. stock trading for Uk users.

- Walt Disney begins beta testing Ai-powered search and discovery on Espn and Disney+.

- Elon Musk says SpaceX and Tesla’s Terafab chip mega-factory will be the largest and most valuable building on earth.

- Republican Rep. Dan Crenshaw tells Americans struggling with high prices to stop whining, get a job and eat Ramen. During his seven years in Congress his estimated net worth has risen about 65% to $1.34 million.

📊 Altcoin Market Updates 📊

- The original Dorae developer has relaunched the token, which previously reached a $2.4 billion market cap in nine hours.

- Hyperliquid’s number of active perpetual traders hits a new all-time high.

- Nft marketplace Rarible expands to Solana.

- Robinhood Crypto lists the memecoin Cashcat for spot trading on its chain.

- Fomo flips Axiom Exchange to become the number one daily Solana trading platform by spot volume.

- Uniswap-built TradePools captures over 60% of daily Robinhood Crypto chain launchpad token deployments.

- The U.S. state of Wyoming discloses a purchase of the Hype Dat company Purr.

If you enjoyed this daily roundup, make sure to follow me, I'll see you tomorrow!

$BTC $SPY $QQQ $OIL $NVDA

PS… Want the complete shortcut ding altcoins with precision (without wasting months on trial-and-error)?

Clere to grab the Altcoin Profit Toolkit — 8 structured mo$META + 3 indicators including the Smart Exit Decoder that shows overbought conditions on multiple timeframes, helping you scan, enter, and exit trades like a pro trader.

Written by Timothy Assi, an Elite Popular Investor on eToro.

Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only.

Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.

Connect with me on:

🟦 Linkedin: Timothy Assi

🟪 Instagram: @panic_drop

⬛ X: @timoassi

📧 [email protected]

🟩 Panic Drop Podcast : on your favorite streaming app

www.panicdrop.com

Happy Thursday all!

If you missed the past 24 hours in crypto and stocks, here's your full recap:

🚨 Major Headlines & Market Moves 🚨

- BlackRock clients bought 3,035 $BTC worth $196.83 million.

- Senator Lummis says she still believes the Senate will vote on the Clarity Act before recess, noting it is time to get people on the record.

- Multiple senators including McCormick, Rick Scott, and John Kennedy urged a vote, with Lummis stating she has been working late with Democrats and expects the process to extend into the weekend.

- CFTC Chair Selig said the agency is ready to move forward with regulations even if the Clarity Act does not pass.

- China’s gold-backed ETFs logged 14 consecutive daily inflows totaling $1.2 billion, the longest streak since March, as Chinese investors rotated back into gold. Gold surged 4.50% to $4,255, adding $1.3 trillion to its market cap.

- Russian President Putin signed a law providing comprehensive regulation for digital assets, covering organization, accounting, and custody of digital currencies and foreign digital instruments.

- X Head of Product Nikita Bier stepped down from the role and will remain at the company as an advisor.

- Fed Governor Lisa Cook said she is ready to raise interest rates if inflation remains high. Fed’s Neel Kashkari called for an immediate rate hike and said now is the time to start slowly raising rates.

- The S&P 500 erased all gains on the day and turned negative after earlier crossing above 7,700 for the first time and closing at an all-time high.

- Over $100 billion worth of SpaceX $SPCX shares unlock and become available to trade.

- President Trump said “we may have to” send oil prices higher.

- Iranian officials reported that Iran-Oman negotiations on the Strait of Hormuz are progressing positively.

- Odds of a U.S. recession this year plummeted to nearly 0% according to Kalshi traders.

- Google’s chief scientist Jeff Dean is leaving to start his own AI company.

- Coldcard-linked $BTC thefts surpassed $130 million after a March 2021 firmware bug made seed phrases predictable.

- MercadoLibre reported Q2 revenue of $10.2 billion (+50% year-over-year), with GMV +44%, TPV +56%, and EPS of $9.19. Disney posted Q3 revenue of $25.2 billion (+7% year-over-year) and non-GAAP EPS of $2.06.

📊 Altcoin Market Updates 📊

- Circle announced its founding validator cohort for Arc, including BlackRock, DTCC, Galaxy, Mastercard, Visa, ICE, Standard Chartered and others, ahead of the September 16 mainnet launch.

- Mysten Labs co-founder and CTO announced he is leaving the company (original contributor behind Sui Network) to join Anthropic for defensive security research.

- Uniswap launched the Robinhood Crypto chain token launchpad TradePools.

- Fomo daily revenue hit a new all-time high, while Flap flipped Hyperliquid in 24-hour revenue.

- $MEGUSTA gained major traction after the team onboarded an OG creator of a popular meme. $BRICK on Solana drew gaming attention after follows from the FarmVille creator and Solana Gaming.

If you enjoyed this daily roundup, make sure to follow me, I’ll see you tomorrow!

$BTC $ETH $SPY $NSDQ100 $OIL

PS… Want the complete shortcut ding altcoins with precision (without wasting months on trial-and-error)?

Clere to grab the Altcoin Profit Toolkit — 8 structured mo$META + 3 indicators including the Smart Exit Decoder that shows overbought conditions on multiple timeframes, helping you scan, enter, and exit trades like a pro trader.

Written by Timothy Assi, an Elite Popular Investor on eToro.

Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only.

Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.

Connect with me on:

🟦 Linkedin: Timothy Assi

🟪 Instagram: @panic_drop

⬛ X: @timoassi

📧 [email protected]

🟩 Panic Drop Podcast : on your favorite streaming app

www.panicdrop.com

Happy Wednesday all!

If you missed the past 24 hours in crypto and stocks, here's your full recap:

🚨 Major Headlines & Market Moves 🚨

Michael Burry says the stock market is near a major top and possibly a 1987-type fall.

President Trump said the stock market is setting record after record because investors know America is winning, calling it the Golden Age of America.

The Trump administration is refunding $100 billion in tariffs following a Supreme Court ruling.

The S&P 500 closed at a new all-time high of 7,736, with $1.25 trillion added to the US stock market.

SpaceX reported $7.8 billion in Q2 revenue, beating expectations in its first-ever earnings report. The stock rallied over 9% ahead of the print. CapEx hit $18.4 billion, including heavy AI spending, while Starlink delivered strong margins.

SpaceX also held 18,712 BTC worth about $1.19 billion as of June 30 and partnered with Nvidia to design its Starmind AI payload using Rubin GPUs and Vera CPUs for orbital data-center compute. Elon Musk confirmed SpaceX is committed to Nvidia GPUs exclusively because they are the best.

JPMorgan now expects a Fed rate hike as soon as December after Chair Warsh’s press conference, though the Fed is no longer projected to raise rates next month.

Multiple US senators, including John Kennedy, Pat Toomey, Jon Husted, Bill Hagerty and Senate Majority Leader John Thune, are pushing for a vote on the Clarity Act this week before the August recess. Coinbase CEO Brian Armstrong said America needs the bill, noting economic security is national security. The Senate schedule earlier in the day did not include it.

Democratic Sens. Warren and Blumenthal are pressing SEC Chair Paul Atkins to investigate President Trump’s memecoin $TRUMP for fraud and unjust enrichment. The coin is down 95% since launch.

There is now a 56% chance Bitcoin reaches $67,500 this month, according to Polymarket.

Galaxy Research estimates 1,596 BTC worth about $102 million has been stolen so far from 7,300 addresses in the ongoing Coldcard hack. Users are urged to follow official security guidance.

BNY Mellon, the world’s largest custodian bank, is launching crypto staking.

Wells Fargo is launching tokenized deposits for corporate clients.

Citi disclosed the purchase of 238,538 additional shares of Strategy, bringing total holdings to 961,554 shares.

US Treasury Secretary Bessent said an agreement with Iran could be announced as early as tomorrow that would reopen the Strait of Hormuz. Qatar confirmed language has been drafted on a possible deal.

The US economy has now been in expansion for 74 months, above the average of 67 months since 1949.

AMD reported Q2 revenue of $11.5 billion, up 50% year-over-year and beating estimates, with non-GAAP EPS of $1.66 and a Q3 revenue guide of about $13 billion.

Anthropic is exploring a $36 billion debt package on top of a prior $35 billion package to finance Google chips.

Japan is considering deploying multiple US-made AI systems, including Palantir and Anduril, across its defense forces.

OpenAI reported two additional incidents of AI models escaping testing boundaries to access the internet.

📊 Altcoin Market Updates 📊

Cloudflare launched Cloudflare Wallets, allowing AI agents to make payments across the internet using crypto stablecoins.

Western Union launched Stablecard powered by Rain. Remittances arrive as the USDPT stablecoin (issued by Anchorage on Solana) and can be spent instantly via the app and Visa cards. It is live in 37 markets and expected to expand to more than 60 by end-2026.

Hyperliquid’s HIP-3 open interest surpassed $4 billion for the first time.

Trust Wallet flipped MetaMask in weekly Hyperliquid builder code revenue.

Solana degens rallied around a $100x token following a 100 Sol buy.

$BRICK gained traction after a Tesla affiliate account followed by Elon Musk purchased the first Cybertruck from the Brickton dealership.

Telegram was removed from iOS App Stores, with TON down over 5%.

$Fomo flipped Kalshi in the US iPhone finance ranking on the App Store.

If you enjoyed this daily roundup, make sure to follow me, I'll see you tomorrow!

$BTC $ETH $SPY $QQQ $OIL

PS… Want the complete shortcut ding altcoins with precision (without wasting months on trial-and-error)?

Clere to grab the Altcoin Profit Toolkit — 8 structured mo$META + 3 indicators including the Smart Exit Decoder that shows overbought conditions on multiple timeframes, helping you scan, enter, and exit trades like a pro trader.

Written by Timothy Assi, an Elite Popular Investor on eToro.

Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only.

Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.

Connect with me on:

🟦 Linkedin: Timothy Assi

🟪 Instagram: @panic_drop

⬛ X: @timoassi

📧 [email protected]

🟩 Panic Drop Podcast : on your favorite streaming app

www.panicdrop.com

Happy Tuesday all!

If you missed the past 24 hours in crypto and stocks, here's your full recap:

🚨 Major Headlines & Market Moves 🚨

- Bitcoin briefly reclaimed $64,000. Now trades at $63,700.

- Bitcoin whales have accumulated nearly 19,700 BTC since July 29, while retail holdings continue to fall.

- Cardone Capital purchases an additional 350 BTC worth $22.3 million.

- Eric Trump’s American Bitcoin increases its holdings by 300 BTC, bringing the total to 8,300 BTC.

- Public company Strives buys 20 BTC for $1.3 million and now holds 20,020 BTC worth $1.3 billion.

- A solo miner successfully mines a Bitcoin block, receiving 3.157 BTC valued at approximately $199,000.

- Bitcoin stolen in the Coldcard hardware wallet hack now exceeds $100 million.

- Senate Majority Leader Thune expects to hold a vote on the crypto Clarity Act this week before recess.

- Coinbase releases an advertisement urging lawmakers to support the Clarity Act.

- Former Defense Secretary Mark Esper emphasizes that the Clarity Act is too important and must be passed for the US to lead in the technology.

- The Dow Jones Industrial Average closes 690 points higher, setting a new all-time high.

- The US stock market added $1 trillion in value, with the S&P 500 closing at 7,600.

- S&P 500 Q2 earnings are on pace for 47% year-over-year growth, the highest rate since Q2 2021.

- S&P 500 profit margins reach 16.7% in Q2, the highest level in history.

- Palantir reports Q2 revenue of $1.9 billion, up 93% year-over-year, and raises full-year guidance.

- Hedge funds make their largest weekly purchase of US tech stocks since December 2022.

- AMC records its highest weekend revenue in 106 years following the release of Spider-Man and Odyssey.

- US Treasury Secretary Bessent’s top crypto adviser Tyler Williams resigns.

- An FBI agent is arrested and charged with stealing $1 million in cryptocurrency from a suspect’s accounts.

- President Trump states that the US wants to give Iran every last chance before any decapitation action.

- Iran declares it will not allow a second corridor in the Strait of Hormuz and will target any warships or military forces attempting to create one.

- President Trump criticizes Exxon and Chevron for making too much money from high oil prices related to the Iran situation.

- Telegram is temporarily removed from the Apple App Store worldwide before being reinstated.

📊 Altcoin Market Updates 📊

- Solana’s double disinflation proposal goes live on governance.

- Robinhood Crypto chain’s DeFi TVL surpasses $400 million.

- Pump.fun records its highest weekly revenue since early March.

- Collector Crypt surpasses Hyperliquid in 24-hour revenue.

- The trading app Fomo enters the top 10 on the US iPhone finance charts in the App Store.

- Fomo experiences downtime.

- TON drops more than 5% after Telegram’s temporary removal from the App Store.

- Matt Furie changes his profile picture to DORK Lord, leading to speculation around the DORK token.

If you enjoyed this daily roundup, make sure to follow me, I'll see you tomorrow!

$BTC $ETH $SPY $QQQ $OIL

PS… Want the complete shortcut ding altcoins with precision (without wasting months on trial-and-error)?

Clere to grab the Altcoin Profit Toolkit — 8 structured mo$META + 3 indicators including the Smart Exit Decoder that shows overbought conditions on multiple timeframes, helping you scan, enter, and exit trades like a pro trader.

Written by Timothy Assi, an Elite Popular Investor on eToro.

Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only.

Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.

Connect with me on:

🟦 Linkedin: Timothy Assi

🟪 Instagram: @panic_drop

⬛ X: @timoassi

📧 [email protected]

🟩 Panic Drop Podcast : on your favorite streaming app

www.panicdrop.com

Happy Monday all!

If you missed the past 24 hours in crypto and stocks, here's your full recap:

🚨 Major Headlines & Market Moves 🚨

- Goldman Sachs warns $185 billion in forced selling could hit global markets this month.

- Kalshi traders see a 68% chance of the next Fed rate hike before 2027.

- AI-exposed companies are crushing Q2 2026 earnings estimates, with the S&P 500 beating by 27%, the Nasdaq 100 by 55%, and the Bloomberg AI Value Chain by 71%.

- Japan and China are rapidly cutting U.S. Treasury holdings. Japan sold $96 billion over the past three months, bringing its holdings to $1.14 trillion, the lowest since April 2025.

- Top AI-related ETFs just hit a record 19% of all U.S. ETF trading volume, including semiconductor funds like $SMH, $SOXX, and $SOXL.

- Japan and the U.S. carried out their largest coordinated FX intervention in over a decade, with Japan selling up to $59 billion to support the yen. Treasury Secretary Bessent said the U.S. will not hesitate to conduct more joint intervention, and President Trump called it a “signal of friendship.”

- Brent crude oil crashed 10% as the U.S. and Iran halted strikes. Iran stated the Strait of Hormuz will remain closed despite President Trump’s earlier claims of a framework deal for its full opening.

- The U.S. Senate schedule for Monday does not include the Crypto Clarity Act. Lawmakers have five days to pass it before the summer recess.

- Elon Musk’s SpaceX ($SPCX) is set to report earnings for the first time in company history this week. Some market watchers note it is facing the typical post-IPO reality check of high expectations meeting tougher fundamentals.

- The 30-year U.S. Treasury yield ended the month at 5.27%, its highest level since July 2007. The U.S. bond market has now been in a drawdown for six years, the longest in history.

- The U.S. national debt has risen by more than $450 billion since July 1 and is up $3.6 trillion over the past 13 months.

- Michael Saylor hinted at buying more Bitcoin, saying “Bitcoin Drive engaged.”

- Chinese police researchers developed an AI model that detects illicit crypto transactions with nearly 90% accuracy.

📊 Altcoin Market Updates 📊

- Kalshi traders forecast $XRP could reach as high as $1.20 this month.

- BNB Chain flipped Solana in 24-hour DEX volume.

- Flap flipped Pump.fun in 24-hour revenue and also flipped Pons in daily Robinhood Crypto chain launchpad token deployments.

- Gmgnai flipped Hyperliquid in 24-hour revenue.

If you enjoyed this daily roundup, make sure to follow me, I’ll see you tomorrow!

$BTC $SPY $QQQ $SMH $OIL

PS… Want the complete shortcut ding altcoins with precision (without wasting months on trial-and-error)?

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Written by Timothy Assi, an Elite Popular Investor on eToro.

Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only.

Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.

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