august gonna be a yuuuge month for hustle

100+ teams considering migration, ~50 in the pipeline ready to migrate

buybacks brrr

two revenue sources, one buyback token

thesis - https://news.1rj.ru/str/cryptomumbles/14966

FED REMOVES LANGUAGE SAYING UNCERTAINTY HAS DIMINISHED

FOMC STATEMENT

FED REMOVES LANGUAGE SAYING UNCERTAINTY HAS DIMINISHED

SUMMARY OF FED DECISION (7/30/2025):

1. Fed leaves rates unchanged for 5th straight meeting

2. Fed voted 9-2 to keep interest rates unchanged

3. Indicators suggest growth of economy moderated

4. Inflation in the US remains "somewhat elevated"

5. Unemployment rate remains low and labor market is "solid"

6. Waller and Bowman dissent, preferring a 25 bps rate cut

The Fed pause continues even as Trump calls for 300 bps of rate cuts.
(@TheKobeissiLetter)

POWELL: TARIFF PASSTHROUGH TO PRICES MAY BE SLOWER THAN THOUGHT

TRADERS NO LONGER FULLY PRICE IN A FED RATE CUT IN OCTOBER

POWELL: WHAT WE SEE NOW IS VERY BEGINNING OF TARIFF INFLATION

*MICROSOFT 4Q EPS $3.65
*MICROSOFT 4Q REV. $76.44B, EST. $73.89B
*MICROSOFT 4Q INTELLIGENT CLOUD REV. $29.88B, EST. $29.1B

FOMC & GDP nothingburger, markets fully recovered any and all intraday dips, white house report on crypto released

cue the "nothing ever happens meme"

i guess when you're terminally online you don't appreciate the small improvements enough (like me)

for folks that haven't been around since the last cycle, they are impressed by the compounding of tiny improvements over time

perspective