2min

Mira Murati's Thinking Machines just dropped its first model — draws heavily from Chinese rivals like DeepSeek, not just OpenAI's playbook.

Another reasoning model in play. Check if it's cheaper than o1.

Microsoft is training its salespeople to actively talk down OpenAI and Anthropic — the internal beef is getting louder.

The Azure AI relationship is fracturing. Watch what MSFT launches next.

Apple Intelligence approved for China launch with Alibaba's Qwen AI — U.S. chips, Chinese models, massive market unlocked.

BABA and BIDU jumped 4%. Follow the money on Chinese AI infra.

DeepSeek revenue nearing $500M and eyeing an IPO — the Chinese efficiency story is becoming a business story.

If they IPO, watch the multiple. Cheapest inference wins long-term.

Bitcoin punched through $65K on softer inflation data — cooling CPI is the macro backdrop bulls have been waiting for.

Rate cut expectations shifting. Check BTC correlation to tech stocks now.

Polymarket traders might be manipulating crypto bets according to new study — the prediction market itself is getting gamed.

If you're taking Polymarket odds as alpha, factor in manipulation risk.

Japan just slashed crypto tax to 20% and moved it under financial regulations — huge shift from punitive 55% marginal rate.

Japan reopens as crypto hub. Watch for capital and talent inflows.

BlackRock's crypto holdings dropped 39% in Q2 despite $15B net inflows — price decline wiped out the institutional bid narrative.

ETF inflows aren't moving price like expected. Market structure broken.

U.S. and Iran trading strikes again as Gaza cease-fire unravels — Middle East escalation cycle restarting in real time.

Oil vol incoming. Hormuz risk premium back on the table.

China slashed oil refining as crude imports collapsed — demand destruction signal or strategic stockpile shift, either way it's a data point.

Watch global oil prices. CCP economic slowdown materializing in barrels.