SergioBanani

🇺🇸🇯🇵 Japan is building a national AI factory with Nvidia, an initiative with no analog anywhere else in the world so far
NVDA announced a partnership with Noetra to build the NVIDIA Vera Rubin AI factory, which will be equipped with 13,750 Vera processors and 27,500 Rubin GPUs, providing 140 megawatts of data-center power.
According to NVIDIA, this is the world’s first national AI infrastructure specifically created for Physical AI (physical AI).

Only 13.5% of BTC on short-term holders’ (STH) wallets is currently in profit. About 86.5% are at a loss.
The market is still in a zone of strong “unrealized pain”: Bitcoin’s rebound hasn’t affected the majority of short-term investors. This pattern is typical of the late stage of a bear market, but this metric can remain below 20% for months.
A positive signal will appear when the share of STH in profit is stably sustained above 20% and starts moving toward 40-50%.

Only 13.5% of BTC in the wallets of short-term holders (STH) is currently in profit. About 86.5% is at a loss.
The market is still in a strong zone of “unrealized pain”: Bitcoin’s recovery hasn’t affected most short-term investors. This pattern is typical of the late stage of a bear market, but this metric can remain below 20% for months.
A positive signal will appear when the share of STH in profit becomes firmly established above 20% and starts moving toward 40-50%.

⚛️ Nvidia has released the Ising Decoder ColorCode 1 Fast code — an AI module for pre-processing quantum error signals. It reduces the amount of data and passes the remaining errors to the classical decoder Chromobius.
In a simulation, this pairing cut the logical error rate by 347.7 times and sped up processing by 7.3 times. The results were obtained on synthetic data, and the AI model and Chromobius were tested on different types of hardware.

⚠️🇰🇷#SKHY
Shares of South Korean chipmaker SK Hynix fall 16% in trading in South Korea = record intraday drop
Last Friday, SK Hynix listed its ADRs on Nasdaq; the order book was oversubscribed 7 times, and the ADRs opened up 15% on debut trading. Everyone who wanted had a chance to buy at the highs

Next week, Kevin Warsh will make his first appearance before Congress as the Fed Chair, and over the course of two days of hearings he will need to review new U.S. inflation data with lawmakers. The new data is expected to show easing inflation in June — BBG
But there’s a catch.. the inflation data that BBG is writing about has already become outdated amid the unexpectedly renewed conflict between the United States and Iran. It will be interesting to see what the “progressive” Warsh will say—or won’t say—on this topic in Congress, experts note
Warsh’s appearance before the House is schedul

📣 Peter Schiff says Bitcoin’s link to gold and the Nasdaq has broken
Economist Peter Schiff believes BTC’s correlation with gold was never real, and that its previous link to the Nasdaq has effectively disappeared. He pointed out that in 2026 gold rose by 9%, the Nasdaq rose by 13%, while bitcoin fell by about 11% and is trading around $64,000
In Schiff’s view, this kind of performance calls BTC’s status as “digital gold” into question and may indicate a prolonged weakening of the asset. Bitcoin supporters counter that the market is going through a normal bearish phase, and that the current d

Standard Chartered Keeps Its Bitcoin Target at $100,000
Standard Chartered kept its forecast for the price of Bitcoin at the end of 2026 at $100,000. The bank called the recent weakness in BTC a “communication problem” around Strategy’s actions, rather than a deterioration in its balance.
According to the bank’s assessment, Strategy is moving away from the mantra of “never selling Bitcoin” toward a more complex approach to the first cryptocurrency.

💥✴️#BTC > $64 000
Trump does not strike Iran, BTC rises. Trump strikes Iran, BTC falls. — study

Secret Network announced the transition to the Arbitrum ecosystem: on September 1, 2026, the SCRT token will become an ERC-20 token on the Arbitrum network
Native SCRT and staked tokens will be migrated automatically, while sSCRT, SCRT in contracts and liquidity pools, cross-chain SCRT and tokens transferred via IBC need to be converted in advance to native or staked ones.
After the migration, SCRT will retain its governance token function, and the team has proposed reducing inflation from 9% to 5%; the decision will be put to a community vote

DEX fees have fallen to a minimum since 2023
After a peak of $2.4 billion in the first quarter of 2025, quarterly DEX fees collapsed to $413 million in the second quarter of 2026. The decline from the peak was 83%.
This is the lowest quarterly figure since 2023, reflecting the ongoing decline in on-chain trading monetization.

BonkDAO hacked for $20M 🤬
Attackers pushed a malicious governance proposal (voting mechanism) and completely drained ~$20 million in BONK tokens from the reserves. Part of the funds are already actively moving to exchanges to be dumped into order books. The token is falling by 14%.
BonkDAO officially confirmed the attack.
The biggest irony is that right before this, Anthropic rolled out its new tool for analyzing smart contracts. The crypto community is now widely joking that Claude has found yet another hole and helped hackers. There is zero evidence, of course, but the meme has already go

🔪 Bitcoin OG insider (the very same) is increasing his short on ZEC.
Current positions:
❖ LONG on #BTC with 5x leverage at $80,200,000.
Entry point: $76,117.
Liquidation: $17,904.
❖ SHORT on #ZEC with 2x leverage at $14,850,000.
Entry point: $444.
Liquidation: $2035 (wallet)