TRUMP IS PREPARING TO OPEN THE $9T US RETIREMENT MARKET TO CRYPTO, GOLD, AND PRIVATE EQUITY

TRUMP IS EXPECTED TO SIGN AN EXECUTIVE ORDER AS SOON AS THIS WEEK THAT WOULD OPEN UP 401K PLANS TO ALTERNATIVE INVESTMENTS BEYOND TRADITIONAL STOCKS AND BONDS

COINBASE HITS NEW ATH, RISES ABOVE $430 FOR THE FIRST TIME SINCE 2021

*TRUMP SEEKS 15-20% MINIMUM TARIFF ON ALL EU GOODS: FT

*TRUMP ALSO REJECTS REDUCING 25% SECTORAL DUTIES ON EU CARS, SAY DIPLOMATS

*ONE U.S. OFFICIAL TOLD FT THE ADMINISTRATION NOW LOOKING AT A RECIPROCAL TARIFF RATE THAT EXCEEDS 10%, EVEN IF A DEAL REACHED

INDIAN CENTRALIZED EXCHANGE 'COINDCX' WAS DRAINED FOR ~$44.2M ALMOST 17 HOURS AGO: ZACHXBT | CYVERS ⚠️

Addresses:
6peRRbTz28xofaJPJzEkxnpcpR5xhYsQcmJHQFdP22n

3btch8cSVp3Uh2SiY9DeiRNYUBmFiBNHZQzDyecJs7Gu

0xEF0c5b9E0E9643937D75C229648158584A8CD8D2

CoinDCX CEO: one of our internal operational accounts - used only for liquidity provisioning on a partner exchange - was compromised due to a sophisticated server breach. Wallets used to store customer assets are completely safe. CoinDCX will be bearing the full amount from our treasury reserves.

NOTE: On This Exact Date (18th July) Last Year, Wazirx, Another Indian Crypto Exchange, Was Also Hacked For $235m ⚠️

The Week Ahead: infinityhedge

Mon/21:
*Coinbase will launch U.S. Perpetual-Style Futures
*Saylor expected to announce BTC purchase
*Google AI announcement expected (gold medal at IMO)

Tue/22:
*Powell remarks on capital framework for large banks (8:30am)
*Fed Bowman fireside chat with Sam Altman
*UK Chancellor R. Reeves appears before the House of Lords Economic Affairs Committee.
*U.S. Digital Asset Markets Working Group expected to release first crypto policy report: May include recommendations on funding a strategic Bitcoin reserve

Wed/23:
*Trump’s speech on AI priorities at “Winning the AI Race” event
*Jack Dorsey's Block will be added to S&P 500
*Google, Tesla, IBM earnings

Thu/24:
*EU-China summit
*ECB interest rate decision
*U.S. Jobless Claims, New Home Sales

Fri/25:
*China's largest AI conference (Huawei’s hypernode, Unitree, deepseek?, Alibaba, Tencent, etc)

TBA/Whole Week: U.S. Earnings week, AI week

More about the week Ahead and What Happened last week:
https://infinityhedge.substack.com/p/the-7-days-6e4

*POLYMARKET TO RETURN TO U.S. MARKET AFTER $112 MILLION ACQUISITION OF REGULATED DERIVATIVES EXCHANGE QCX: BBG

*BLUE ORIGIN ANNOUNCES SIX PEOPLE FLYING ON NS-34 MISSION

*BLUE ORIGIN SAYS CREW INCLUDES CRYPTO ENTREPRENEUR JUSTIN SUN

*JUSTIN SUN PLACED A WINNING BID OF $28 MILLION FOR THE FIRST SEAT ON BLUE ORIGIN’S SHEPARD ROCKET IN 2021

CANTOR FITZGERALD, A FINANCIAL SERVICES COMPANY LED BY THE SONS OF US COMMERCE SECRETARY HOWARD LUTNICK, IS CREATING A WAY FOR INVESTORS TO BET THAT PRESIDENT DONALD TRUMP’S SIGNATURE TARIFFS WILL BE STRUCK DOWN IN COURT: WIRED

*In a letter seen by WIRED, a representative from Cantor said the firm was willing to trade tariff refund rights for 20 to 30% of what companies have paid in duties.

*Cantor Fitzgerald is letting clients essentially bet that Trump’s tariffs will be struck down in court.

POLYMARKET IS DECIDING WHETHER TO INTRODUCE ITS OWN STABLECOIN OR ACCEPT A REVENUE SHARING DEAL WITH CIRCLE: COINDESK SOURCES

*POLYMARKET CONSIDERS STABLECOIN LAUNCH TO CAPTURE YIELD FROM USD RESERVES

*Polymarket is locking a lot of stablecoin value in their betting pools and so they want some kind of mechanism to get the yield: Source

META HIRES THREE GOOGLE AI RESEARCHERS WHO WORKED ON GOLD MEDAL-WINNING MODEL: THE INFORMATION

GOLDMAN SACHS AND BNY JOIN FORCES TO TRANSFORM $7.1 TRILLION MONEY MARKET INDUSTRY WITH DIGITAL TOKENS: CNBC

CLIENTS OF BNY WILL BE ABLE TO INVEST IN MONEY MARKET FUNDS WHOSE OWNERSHIP WILL BE RECORDED ON GOLDMAN’S BLOCKCHAIN PLATFORM.

THE PROJECT HAS ALREADY SIGNED UP BLACKROCK, FIDELITY INVESTMENTS AND FEDERATED HERMES, AS WELL AS THE ASSET MANAGEMENT ARMS OF GOLDMAN AND BNY.

*US, EU CLOSE TO 15% TARIFF DEAL: FT

*CAR TARIFFS WOULD DROP FROM 27.5% TO 15% UNDER PROPOSED DEAL

*DOJ TOLD TRUMP IN MAY HIS NAME IN EPSTEIN FILES: WSJ

*ALPHABET 2Q EPS $2.31, EST. $2.18

*ALPHABET 2Q REV. $96.43B, EST. $93.97B

*ALPHABET 2Q GOOGLE CLOUD REV. $13.62B, EST. $13.14B

*ALPHABET 2Q SEARCH REV. $54.2B, EST. $52.9B

*ALPHABET SEES FY CAPEX ABOUT $85B, SAW ABOUT $75B, EST. $73.31B

*TESLA 2Q ADJ EPS 40C, EST. 42C

*TESLA 2Q REV. $22.50B, EST. $22.64B

*TESLA 2Q FREE CASH FLOW $146M, EST. $760M

CHINA, US TO EXTEND TARIFF PAUSE AT SWEDEN TALKS BY ANOTHER 90 DAYS: SOURCES

TRUMP: WE HAVE REACHED A DEAL WITH EU

TRUMP: WE AGREE TARIFF OF 15% STRAIGHT ACROSS FOR AUTOS

TRUMP: EU AGREES TO OPEN UP COUNTRIES TO TRADE AT 0% TARIFF

TRUMP: EU TO BUY HUNDREDS OF BILLIONS OF USD IN MILITARY GEAR

TRUMP: EU WILL MAKE $600B IN U.S. INVESTMENTS

TRUMP: EU WILL BUY $150B IN U.S. ENERGY

EU'S VON DER LEYEN: AGREED ON 15% TARIFFS ACROSS BOARD

TRUMP: STEEL, ALUMINUM STAYING THE WAY IT IS (IT'S A WORLDWIDE THING, NO CHANGE)

LUTNICK ON EU, CHIPS: IN TWO WEEKS WILL COME OUT WITH 232

TRUMP: CONFIRMATION TARIFF LETTERS TO COME BEFORE AUG. 1

The Week Ahead: infinityhedge | Big Week

Mon/28
*U.S. Treasury’s Quarterly Refunding Announcement (QRA)
*Saylor expected to announce BTC purchase
*US, China 3rd trade talks (expected to extend tariff pause by another 90 days per SCMP sources)
*‘Harmonic’ Mathematical Superintelligence Announcement

Tue/29:
*IMF Economic Outlook Update
*U.S. JOLTS
*Earnings: PayPal, Visa, Spotify, MARA Holdings

Wed/30:
*U.S. ADP, Q2 GDP
*U.S. Treasury QRA (borrowing estimate)
*FOMC Meeting: Fed expected to keep rates unchanged but all eyes will be on Powell to see whether he’ll respond to Trump’s relentless pressure, change his tune
*Earnings: Meta, Microsoft, Robinhood, arm
*Ethereum’s 10th anniversary celebration
*U.S. Digital Asset Working Group will release report: may include recommendations on funding a strategic Bitcoin reserve

Thu/31
*BoJ Interest Rate Decision: expected to keep rates unchanged
*U.S. PCE
*Earnings: Apple, Amazon, Reddit, MicroStrategy, Coinbase, Riot

Fri/01
*Trump Tariffs Deadline, tariff letters
*U.S. ISM, NFP report
*Hong Kong’s stablecoin bill takes effect (similar to the GENIUS Act)
*Earnings: Exxon, chevron

Sat/02: Berkshire Hathaway earnings

Whole Week: Trade-Tariffs Week, Earnings Week, Economy Week, Crypto policy Week, Roman Storm trial

More about the week Ahead and What Happened last week:
https://infinityhedge.substack.com/p/the-7-days-e5e

180 LIFE SCIENCES TO RAISE $425M TO LAUNCH ETHEREUM TREASURY AND REBRAND TO ETHZILLA

*180 LIFE SCIENCES PIPE TRANSACTION EXPECTED TO CLOSE AUGUST 1, 2025

*ETHZILLA CORPORATION SECURES $425 MILLION FROM 60 INSTITUTIONAL INVESTORS INCLUDING HARBOUR ISLAND, ELECTRIC CAPITAL, POLYCHAIN CAPITAL, GSR, OMICRON TECHNOLOGIES, KONSTANTIN LOMASHUK (CO-FOUNDER LIDO AND P2P ORG), SREERAM KANNAN (FOUNDER, EIGENLAYER), MIKE SILAGADZE (FOUNDER, ETHER FI), DANNY RYAN (CO-FOUNDER, ETHEREALIZE), VIVEK RAMAN (CO-FOUNDER, ETHEREALIZE), SAM KAZEEMANIAN (CO-FOUNDER, FRAX), GRANT HUMMER (CO-FOUNDER OF ETHEREALIZE), ROBERT LESHNER (FOUNDER, COMPOUND AND SUPERSTATE), TARUN CHITRA (FOUNDER, GAUNTLET) AND SEVERAL OTHER PROMINENT ETHEREUM ECOSYSTEM FOUNDERS AND LEADERS.

*ELECTRIC CAPITAL TO SERVE AS EXTERNAL ASSET MANAGER FOR ETHZILLA TREASURY

*180 LIFE SCIENCES PLANS UP TO $150 MILLION DEBT OFFERING FOLLOWING PIPE CLOSURE

META IS GOING TO LET JOB CANDIDATES USE AI DURING CODING TESTS

META TOLD EMPLOYEES THAT IT IS GOING TO ALLOW SOME CODING JOB CANDIDATES TO USE AN AI ASSISTANT DURING INTERVIEW

*STRATEGY CLOSES $2.52B STRC IPO, BUYS 21,021 BITCOINS AT $117,256 WITH PROCEEDS