Monday August 10, 2026

Starting this morning, the daily pricing update will look a little different. Here’s what’s changing and why.

Crypto ETFs are out. I’m no longer tracking token-focused ETFs like iShares’ IBIT or Grayscale’s GBTC. These largely just mirror spot prices, and the section was adding noise without adding insight.

A $100M market cap floor. Too often a micro cap stock would land on the chart purely because of a single outsized move in a penny stock. Going forward, companies need a market cap above $100M to be included. If a name later drops below that threshold, it won’t be pulled immediately, but if it doesn’t recover, it will phase out over time.

Digital Asset Treasury strategies are folded into crypto. I’m no longer breaking out DAT strategies as their own category. Too many of these vehicles never grew past their initial purchase and are now selling crypto to fund operations. The leading names will still show up, just inside the core crypto section rather than off on their own, and subject to the $100M market cap floor.

A new quantum computing section. I’m not covering it in depth yet, but quantum is a technology worth watching, and it earns a place on the chart as it develops.

SpaceX $SPCX replaces Tesla $TSLA in the Magnificent 7. A reflection of where the real innovation and investor attention are shifting, and a nod to when the two companies eventually become one.

More changes are likely as this format keeps evolving. As always, let me know what you’d like to see.

◾ North Korea builds LLM to automate cyberattacks (Reuters)

◾ Senate advances Clarity Act, September floor vote expected (Reuters)

◾ Trump Media $DJT, Crypto.com call off crypto and prediction market partnership deals (Bloomberg)

◾ UK developing regulatory framework for tokenized gold (FT)

◾ China taps $28T capital markets to fund AI, chip race vs US (Bloomberg)

◾ IMF flags stablecoin dollarization risks for emerging markets (IMF)

◾ Brazil to hold crypto transfers over $10K up to 24 hours to fight fraud (Banco Central do Brasil)

◾ Russia shuts down 9 Moscow crypto exchanges laundering funds for Ukrainian call centers (FSB)

◾ CFTC tells prediction markets to drop casino-style odds (Bloomberg)

◾ Senate confirms Lt Gen Douglas Schiess as next Chief of Space Operations (Space Force)

◾ Treasury sanctions Iranian exchange over IRGC support (Treasury)

◾ Australia suspends Cryptolink’s crypto ATM registration (AUSTRAC)

◾ Reform UK demands probe into £40K donation tied to Bankman-Fried-linked think tank (Telegraph)

◾ China reviews Palo Alto Networks over cybersecurity concerns (The Information)

◾ New Orleans first major US city to use AI for 911 calls (NY Post)

◾ Financial updates:

• Take-Two Interactive $TTWO Q1’27: Revenue $1.5B | Op loss $35.5M | Net loss $34.1M | aEBITDA $167.0M (Take-Two)

• Sharplink $SBET Q2’26: Revenue $11.5M | Op loss $393.5M | Net loss $394.3M (SEC Filing)

• TSMC $TSM sales rise 45% in July (Bloomberg)

◾ Switch data centers confidentially files for US IPO (Bloomberg)

◾ Bybit sues North Korea’s Lazarus Group over $1.4B 2025 hack (Bybit)

◾ Michigan judge rejects Coinbase $COIN bid to dodge state gambling oversight (TheStreet)

◾ Polymarket user sues platform for $170K over disputed Trump “Khamenei” prediction (NY Post)

◾ Revolut receives French banking license (Reuters)

◾ Circle launches USDC on OKX’s X Layer (Circle)

◾ World Liberty Financial $WLFI took $100M from investor facing money-laundering probe (NY Times)

◾ OpenAI delays Astra model over cyber capabilities (OpenAI)

◾ OpenAI acquires presentation startup NextSlide (TechCrunch)

◾ Apple $AAPL testing CXMT memory chips for iPhones, MacBooks (WSJ)

◾ Sony $SONY, TSMC $TSM to invest $6.3B in image sensor venture for Apple $AAPL iPhones (The Information)

◾ SK Hynix $SKHY to spend $38B on two new chip fabs (The Information)

◾ Nvidia investing up to $3B in Stargate power developer Lancium (The Information)

◾ Apple $AAPL allows Chinese users to connect to Qwen AI (Reuters)

◾ Tripledot buys Supersonic from Unity $U for ~$40M (GamesBeat)

◾ China’s LandSpace attempts rocket recovery again today (Space.com)

◾ Blue Origin receives incentives for $650M manufacturing hub in Hutto, Texas (Statesman)