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On July 28, Steve Eisman, known for his role in 'The Big Short', issued a new warning that if any major tech giant cuts its artificial intelligence (AI) capital expenditures, the US stock market will 'plummet'. He pointed out that the current market has turned into a single trading environment that is completely reliant on the success or failure of AI. The market's perception of AI has changed dramatically compared to a year ago, when investors enthusiastically welcomed every increase in capital expenditure. 'The situation is now much more complicated. This doesn't mean it's all bad, but it is indeed much more complex.'

[The Big Short Prototype: Any Tech Giant Cutting AI Spending Will Cause US Stock Market to Plummet]On July 28, Steve Eisman, known for his role in 'The Big Short', issued a new warning that if any major tech giant cuts its artificial intelligence (AI) capital expenditures, the US stock market will 'plummet'. He pointed out that the current market has turned into a single trading environment that is completely reliant on the success or failure of AI. The market's perception of AI has changed dramatically compared to a year ago, when investors enthusiastically welcomed every increase in capital expenditure. 'The situation is now much more complicated. This doesn't mean it's all bad, but it is indeed much more complex.'

The Big Short Prototype: Any Tech Giant Cutting AI Spending Will Cause US Stock Market to Plummet

On July 28, Citi maintained its short-term gold price target of $4,500 per ounce for the next 0 to 3 months. This target assumes a de-escalation of tensions in the Strait of Hormuz and a shift to a less hawkish stance by the Federal Reserve. However, there are still numerous short-term risks that could lead to a decline in gold prices, including significant re-escalation, AI-driven de-risking operations, and the Fed's continued hawkish position.

[Citi Maintains Short-Term Gold Price Target of $4,500]On July 28, Citi maintained its short-term gold price target of $4,500 per ounce for the next 0 to 3 months. This target assumes a de-escalation of tensions in the Strait of Hormuz and a shift to a less hawkish stance by the Federal Reserve. However, there are still numerous short-term risks that could lead to a decline in gold prices, including significant re-escalation, AI-driven de-risking operations, and the Fed's continued hawkish position.

Citi Maintains Short-Term Gold Price Target of $4,500

On July 28, Japanese Finance Minister Katsunobu Kato stated that Prime Minister Sanae Takaichi has continued the Bank of Japan agreement signed during the Abe administration.

[Japanese Finance Minister: Prime Minister Sanae Takaichi Continues BOJ Agreement Signed During Abe Administration]On July 28, Japanese Finance Minister Katsunobu Kato stated that Prime Minister Sanae Takaichi has continued the Bank of Japan agreement signed during the Abe administration.

Japanese Finance Minister: Prime Minister Sanae Takaichi Continues BOJ Agreement Signed During Abe Administration

On July 28, Tibo, the head of OpenAI Codex, announced that the usage limits for all Codex and ChatGPT Work paid users have been reset.

[OpenAI Codex Product Head: Usage Limits Reset for All Codex and ChatGPT Work Paid Users]On July 28, Tibo, the head of OpenAI Codex, announced that the usage limits for all Codex and ChatGPT Work paid users have been reset.

OpenAI Codex Product Head: Usage Limits Reset for All Codex and ChatGPT Work Paid Users

On July 28, Bitcoin.com News reported that BlackRock, the world's largest asset management company, has publicly supported the Clarity Act. Samara Cohen, its Global Market Development Head, stated that the act is "an important step in establishing a regulatory framework for digital assets that prioritizes investors," which will help the U.S. "shape the next era of market structure." Recently, Fidelity, Goldman Sachs CEO Solomon, and Charles Schwab have also expressed support for the Clarity Act. Senate Majority Leader John Thune indicated that Senate work may extend beyond the August recess, and the legislative window is narrowing, with some policy analysts reducing the probability of the bill passing this year to 30%.

[BlackRock Publicly Supports Clarity Act as Senate Legislative Window Narrows]On July 28, Bitcoin.com News reported that BlackRock, the world's largest asset management company, has publicly supported the Clarity Act. Samara Cohen, its Global Market Development Head, stated that the act is "an important step in establishing a regulatory framework for digital assets that prioritizes investors," which will help the U.S. "shape the next era of market structure." Recently, Fidelity, Goldman Sachs CEO Solomon, and Charles Schwab have also expressed support for the Clarity Act. Senate Majority Leader John Thune indicated that Senate work may extend beyond the August recess, and the legislative window is narrowing, with some policy analysts reducing the probability of the bill passing this year to 30%.

BlackRock Publicly Supports Clarity Act as Senate Legislative Window Narrows

On July 28, Japanese Finance Minister Shunichi Suzuki stated that Japan's monetary policy has shifted to a phase dominated by interest rate levels, with prices steadily rising in a healthy manner. Additionally, she does not believe that the 370 trillion yen public-private partnership investment target is overly ambitious. She also mentioned that, apart from what the Prime Minister said yesterday, she cannot comment on the funding sources for food tax reductions. Investinglive analyst Adam Button pointed out that, in the face of rising yen exchange rates, Japanese government bond yields, and inflation rates, Japan will inevitably need to make trade-offs. Some have noted that Japan is facing the 'largest bubble in history,' a view that is not without merit. One of the factors sustaining this situation is the belief that decision-makers will not take overly aggressive actions; however, the performance of past Japanese governments has made it difficult to have confidence in their fiscal discipline. Although Japan's economy achieved solid growth last year, there is no indication that Japan can escape its current predicament solely through economic growth.

[Japanese Finance Minister: Monetary Policy Enters New Phase Dominated by Interest Rates]On July 28, Japanese Finance Minister Shunichi Suzuki stated that Japan's monetary policy has shifted to a phase dominated by interest rate levels, with prices steadily rising in a healthy manner. Additionally, she does not believe that the 370 trillion yen public-private partnership investment target is overly ambitious. She also mentioned that, apart from what the Prime Minister said yesterday, she cannot comment on the funding sources for food tax reductions. Investinglive analyst Adam Button pointed out that, in the face of rising yen exchange rates, Japanese government bond yields, and inflation rates, Japan will inevitably need to make trade-offs. Some have noted that Japan is facing the 'largest bubble in history,' a view that is not without merit. One of the factors sustaining this situation is the belief that decision-makers will not take overly aggressive actions; however, the performance of past Japanese governments has made it difficult to have confidence in their fiscal discipline. Although Japan's economy achieved solid growth last year, there is no indication that Japan can escape its current predicament solely through economic growth.

Japanese Finance Minister: Monetary Policy Enters New Phase Dominated by Interest Rates

On July 28, the National Data Bureau held a press conference for the 2026 China International Big Data Industry Expo in Beijing. Deputy Director Yu Ying introduced the development of artificial intelligence empowered by data, including the encouragement of business model innovation based on token applications. The bureau aims to explore new trading models such as token trading and cultivate a market consensus on 'paying for quality data.' It seeks to deepen the integration of token applications with industries such as manufacturing, healthcare, and finance, facilitating the large-scale implementation of artificial intelligence applications. This initiative aims to create a closed-loop application of a 'data flywheel' driven by model applications that pull data supply and data that empowers model iteration.

[National Data Bureau: Encouraging Business Model Innovation Based on Token Applications and Exploring New Trading Models]On July 28, the National Data Bureau held a press conference for the 2026 China International Big Data Industry Expo in Beijing. Deputy Director Yu Ying introduced the development of artificial intelligence empowered by data, including the encouragement of business model innovation based on token applications. The bureau aims to explore new trading models such as token trading and cultivate a market consensus on 'paying for quality data.' It seeks to deepen the integration of token applications with industries such as manufacturing, healthcare, and finance, facilitating the large-scale implementation of artificial intelligence applications. This initiative aims to create a closed-loop application of a 'data flywheel' driven by model applications that pull data supply and data that empowers model iteration.

National Data Bureau: Encouraging Business Model Innovation Based on Token Applications and Exploring New Trading Models

On July 28, the Korea Exchange activated a circuit breaker for the KOSDAQ index, resulting in a 20-minute trading halt.

[Korea Exchange Activates Circuit Breaker for KOSDAQ Index]On July 28, the Korea Exchange activated a circuit breaker for the KOSDAQ index, resulting in a 20-minute trading halt.

Korea Exchange Activates Circuit Breaker for KOSDAQ Index

On July 28, Bloomberg reported that U.S. Customs officials conducted surprise inspections at Chinese-owned factories in Vietnam, heightening market concerns that the White House may soon find an excuse to impose additional tariffs on the Southeast Asian nation. As sensitive trade negotiations between the U.S. and Vietnam are still ongoing, insiders indicated that inspectors rigorously examined relevant documents, sources of raw materials, and production processes to determine how much value was added to products before their export to the U.S., while also investigating potential software intellectual property infringements. The sources noted that although these inspections have raised market fears about the U.S. possibly expanding its tariff regime against Vietnam, no substantial evidence has yet been provided to prove that Chinese goods are being illegally transshipped through Vietnam.

[U.S. Conducts Surprise Inspections at Chinese Factories in Vietnam, Raising New Tariff Concerns]On July 28, Bloomberg reported that U.S. Customs officials conducted surprise inspections at Chinese-owned factories in Vietnam, heightening market concerns that the White House may soon find an excuse to impose additional tariffs on the Southeast Asian nation. As sensitive trade negotiations between the U.S. and Vietnam are still ongoing, insiders indicated that inspectors rigorously examined relevant documents, sources of raw materials, and production processes to determine how much value was added to products before their export to the U.S., while also investigating potential software intellectual property infringements. The sources noted that although these inspections have raised market fears about the U.S. possibly expanding its tariff regime against Vietnam, no substantial evidence has yet been provided to prove that Chinese goods are being illegally transshipped through Vietnam.

U.S. Conducts Surprise Inspections at Chinese Factories in Vietnam, Raising New Tariff Concerns

Three Arrows Capital co-founder Zhu Su tweeted: "1) FTX and Alameda have been commingled since inception
2) SBF doxxed himself as insolvent since July, the reason the mkt knew was bc of his frantic actions
 a) fake bailout of lenders
 b) pissing off eq investors by raising downround
 c) asking for money in first mtg abroad
Entire biz model of Alameda/FTX is to lose money on short term stale liquidity to other trading firms, attract volume and traders, make it back on predatory discretionary trading. "

Detail

【Zhu Su:  FTX and Alameda have been commingled since inception】Three Arrows Capital co-founder Zhu Su tweeted: "1) FTX and Alameda have been commingled since inception
2) SBF doxxed himself as insolvent since July, the reason the mkt knew was bc of his frantic actions
 a) fake bailout of lenders
 b) pissing off eq investors by raising downround
 c) asking for money in first mtg abroad
Entire biz model of Alameda/FTX is to lose money on short term stale liquidity to other trading firms, attract volume and traders, make it back on predatory discretionary trading. "

Zhu Su:  FTX and Alameda have been commingled since inception

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Zhu Su: FTX and Alameda have been commingled since inception

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