1/ @Ripple acquires Rail for $200M to power global stablecoin payments @RailFinancial processes 10% of global stablecoin volume. The deal positions Ripple to expand $RLUSD and lead fiat–stablecoin conversion. $XRP jumped to $3.08 on the news.

1/ $VERB rallies 140% on $558M move into $TON; rebrands as crypto treasury The company raised $558M to acquire 5% of $TON's supply and renamed itself TON Strategy Co., with backing from Kingsway, Ribbit, and Vy Capital. VERB becomes the first publicly traded $TON treasury.

97% accuracy isn’t enough if a 3% failure can kill your business. @omeragoldberg and @ilblackdragon (@NEARProtocol) explore why verifiable data trails are essential for protocols where inputs from prices, models, or APIs introduce outsized risk.

The Edge Series: Market Intelligence #21 @0xGeeGee prompts | powered by Chaos AI 1. @MicroStrategy targets 7% of Bitcoin supply with $84B treasury expansion plan MicroStrategy now holds 628,791 BTC, or more than 3% of total supply, as it ramps up its strategy to acquire 7% of all Bitcoin through structured treasury expansion. The firm uses a modified NAV model that limits equity raises to periods when its market cap exceeds 2.5x its net $BTC holdings. That ratio has fallen to 1.62x from 3.89x a year ago, slowing traditional equity issuance. To navigate this constraint, MicroStrategy launched perpetual preferred instruments like $STRD and $STRC. A recent $2.5B raise via $STRC funded the purchase of 21,000 BTC. The company’s “42/42” roadmap outlines plans to raise $84B over 42 months to expand its position as the largest public Bitcoin treasury. >> Read more on Chaos AI:

Generative Finance by @diogomonica Banks and fintech sell you the financial products they have, not the ones you need. Today, the overhead of creating financial instruments is significant. But what if it was instant? We know we can turn language into code -> We know we can turn code into financial protocols -> What's next? Natural language -> personalized financial instruments > "perfectly hedge my portfolio" > "rebalance after the latest market move" > "set a limit order, if market volatility increases 2%" > ... The possibilities are endless. True AFI is not only democratizing intelligence, but allowing anyone to act on it.

The next step beyond DeFi is here. @diogomonica (GP at @HaunVentures) and our CEO @omeragoldberg explore generative finance, where language turns into code and code turns into financial products.

1/ @Monero community fights back as @_Qubic_ attempts hashrate dominance Qubic's @c___f___b says he plans to control 51% of Monero's hashrate by August 2025. The project briefly reached 40% by paying miners to sell $XMR and fund $QUBIC burns. $XMR down 5%; $QUBIC up 70%.

1/ @ether_fi crosses $10B in TVL; launches neobank strategy EtherFi has rolled out its ‘Cash’ Visa card, enabling users to spend fiat against crypto holdings. CEO @MikeSilagadze is targeting over 1M users by 2026. Strong fundamentals offset any concerns around token supply dilution.

1/ $BTC diverges from gold, correlates with risk FX • 0.80 correlation with AUD/JPY • 74% of BTC held for over 155 days, the highest since 2015 • Price action remains tied to macro-driven risk sentiment

1/ @Dogecoin zk proposal gains traction as $DOGE rallies 64% in July A new @DogeOS roadmap outlines the network’s first major tech overhaul, introducing zk proofs, onchain governance, and modular scaling.