DEEPSEEK SUSPENDS ITS SECOND FUNDRAISING ROUND, TELLING INVESTORS THEY WILL NOT BE SIGNING, DUE TO CEO FRUSTRATION OVER LEAKED COMMENTS: BBG
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ODDS THE U.S. GOVERNMENT BANS AN OPEN SOURCE AI MODEL IN 2026 FALL TO 19% AS INDUSTRY CEOS VOICE SUPPORT, CLASHING WITH THE FRONTIER LABS: POLYMARKET
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WEEKLY BRIEF Jul 19–Jul 26, 2026
Headlines
• Hyperliquid monthly perp volume reaches record 16.5% of Binance volume
• Balaji’s Network School signs Kazakhstan MOU after Malaysia license revocation
• Galaxy Digital leads $130M acquisition of Ripple shares
• AFX Trade exploited for $24M on Arbitrum; 2026 worst year for hacks on record
• BitMEX to cease operations effective September 23
• Robinhood CEO Vlad Tenev’s X account hacked to promote memecoin
• Odos to wind down operations effective July 30
• World Foundation raises $52.5M through WLD token sale
• Robinhood and Crypto.com exploring prediction markets partnership
• DeepSeek suspends fundraising round due to leaked CEO comments
Weekly ETF Flows
• BTC: +$33.9M net inflows
• ETH: +$103.8M net inflows
• SOL: +$7.1M net inflows
• HYP: -$8.6M net outflows
Exchange Listings
• Hyperliquid: GIGADEV (HIP-3)
• Binance: $POPMART (futures)
• Upbit: $O (spot), $MORPHO (spot), $EUL (spot)
• Bithumb: $CHECK (spot)
• Robinhood: $BILL (spot)
Regulatory
• SEC Commissioner Peirce issues statement on jurisdiction over onchain lending and vaults
• Bessent freezes $130M crypto wallet tied to Iran's IRGC
Market Flows
• Strategy adds $225M to USD reserve; buys zero BTC over the past week
• Polymarket: 62% odds Opus 4.9 is released by end of week
• Binance adds 10 BSTOCKS tokenized securities as collateral assets
• Drift exploiter deposits 23,096 ETH into Tornado Cash
• Polymarket: Odds of US government AI ban fall to 19%
Headlines
• Hyperliquid monthly perp volume reaches record 16.5% of Binance volume
• Balaji’s Network School signs Kazakhstan MOU after Malaysia license revocation
• Galaxy Digital leads $130M acquisition of Ripple shares
• AFX Trade exploited for $24M on Arbitrum; 2026 worst year for hacks on record
• BitMEX to cease operations effective September 23
• Robinhood CEO Vlad Tenev’s X account hacked to promote memecoin
• Odos to wind down operations effective July 30
• World Foundation raises $52.5M through WLD token sale
• Robinhood and Crypto.com exploring prediction markets partnership
• DeepSeek suspends fundraising round due to leaked CEO comments
Weekly ETF Flows
• BTC: +$33.9M net inflows
• ETH: +$103.8M net inflows
• SOL: +$7.1M net inflows
• HYP: -$8.6M net outflows
Exchange Listings
• Hyperliquid: GIGADEV (HIP-3)
• Binance: $POPMART (futures)
• Upbit: $O (spot), $MORPHO (spot), $EUL (spot)
• Bithumb: $CHECK (spot)
• Robinhood: $BILL (spot)
Regulatory
• SEC Commissioner Peirce issues statement on jurisdiction over onchain lending and vaults
• Bessent freezes $130M crypto wallet tied to Iran's IRGC
Market Flows
• Strategy adds $225M to USD reserve; buys zero BTC over the past week
• Polymarket: 62% odds Opus 4.9 is released by end of week
• Binance adds 10 BSTOCKS tokenized securities as collateral assets
• Drift exploiter deposits 23,096 ETH into Tornado Cash
• Polymarket: Odds of US government AI ban fall to 19%
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THE WEEK AHEAD — Jul 27 to Aug 2
🇺🇸 High-Impact Economic Events (ET)
Wed Jul 29
• 2:00 PM — Federal Funds Rate (fcst 3.75%, prev 3.75%)
• 2:00 PM — FOMC Statement
• 2:30 PM — FOMC Press Conference
Thu Jul 30
• 8:30 AM — Advance GDP q/q (fcst 2.3%, prev 2.0%)
• 8:30 AM — Core PCE Price Index m/m (fcst 0.1%, prev 0.3%)
📊 Notable Earnings
Tue Jul 28
🌑 After hours: $BE
Wed Jul 29
🌑 After hours: $MSFT, $META, $ARM, $QCOM, $HOOD
Thu Jul 30
🌑 After hours: $AAPL, $AMZN, $COIN, $MSTR, $RIVN
Trade on Hyperliquid
🇺🇸 High-Impact Economic Events (ET)
Wed Jul 29
• 2:00 PM — Federal Funds Rate (fcst 3.75%, prev 3.75%)
• 2:00 PM — FOMC Statement
• 2:30 PM — FOMC Press Conference
Thu Jul 30
• 8:30 AM — Advance GDP q/q (fcst 2.3%, prev 2.0%)
• 8:30 AM — Core PCE Price Index m/m (fcst 0.1%, prev 0.3%)
📊 Notable Earnings
Tue Jul 28
🌑 After hours: $BE
Wed Jul 29
🌑 After hours: $MSFT, $META, $ARM, $QCOM, $HOOD
Thu Jul 30
🌑 After hours: $AAPL, $AMZN, $COIN, $MSTR, $RIVN
Trade on Hyperliquid
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ETF Flows: 28 Jul 2026
🔴 Bitcoin ETFs: -$49.7M net outflows
🟢 Ethereum ETFs: $9.4M net inflows
🔴 Solana ETFs: -$18.1M net outflows
🔴 Hyperliquid ETFs: -$1.2M net outflows
🔴 Bitcoin ETFs: -$49.7M net outflows
🟢 Ethereum ETFs: $9.4M net inflows
🔴 Solana ETFs: -$18.1M net outflows
🔴 Hyperliquid ETFs: -$1.2M net outflows
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THE $10B ACQUISITION PRICE STRIPE IS DISCUSSING FOR OPENROUTER WOULD PUT IT AT 70X ITS ANNUALISED REVENUE: THE INFORMATION
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