Assemble AI

Goldman Sachs said investors are reducing exposure to the Magnificent Seven and favoring AI beneficiaries such as semiconductor companies. Goldman Sachs said investors prefer companies generating returns from AI investment over hyperscale cloud providers funding major AI spending.

OFAC added 134 cryptocurrency wallet addresses belonging to ISIS-K to the Specially Designated Nationals sanctions list. Tether froze funds in 131 of those TRON addresses. The 131 TRON addresses have received over $1.4 million in cryptocurrency donations since 2023 and sent out more than $880,000.

Tether froze assets in 131 Tron-based wallets after OFAC sanctioned 134 cryptocurrency addresses linked to ISIS-K. The sanctions also targeted three Monero-based wallets. The Tron wallets had received over $1.4 million in cryptocurrency since 2023, with more than $880,000 transferred out.

Ethereum Institutional launched on July 1 with more than 500 institutional relationships across banks, asset managers, sovereign institutions, custodians, and market infrastructure providers. Ethlabs surfaced days earlier after five former senior EF researchers built a group focused on faster settlement and ETH's monetary case. Bitmine, Sharplink, and Joe Lubin fund both initiatives, while Bitmine and Sharplink together hold roughly 6.59 million ETH.

Iranian armed forces said any US interference in the Strait of Hormuz would receive a decisive and swift response. The statement called the security and stability of the waterway a red line. It said oil tankers and commercial vessels must follow shipping routes designated by Iran.

The Bank of Russia will implement a cryptocurrency regulation law starting Sept. 1, 2026. A transition period will run until July 1, 2027. Market participants must prepare documents, register with regulators, obtain new licenses, and update internal procedures. Criminal and administrative penalties will take effect on July 1, 2027.

Federal ethics records cited by NOTUS show FBI Director Kash Patel disclosed a $100,001–$250,000 Strategy stock purchase roughly six months after the Nov. 21, 2025 trade. Patel described the late filing as an inadvertent omission, and the FBI said the corrected paperwork was submitted and approved.

Tether froze funds in all 131 TRON wallets sanctioned by the US Treasury's OFAC in its July 1 update to the ISIS-K designation. Chainalysis said the update added 134 crypto addresses as identifiers, including 131 on TRON and 3 on Monero. Chainalysis reported that the designated TRON wallets received more than $1.4 million since 2023 and sent over $880,000. The update followed a June OFAC action against Syrian money service businesses that cashed out funds for ISIS financiers.