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Trump is turning up the heat on the Fed. He stated the US needs the lowest interest rates in the world. While he respects Fed Chair Kevin Warsh, Trump wants much more aggressive cuts - arguing other countries borrow at 1-1.5%, while the US is stuck at 3-4%. He also mentioned that his tariff policies have slashed the US trade deficit by a massive 68% in just one year.

On the geopolitical front, Trump claims Iran actively reached out to him to get back to the negotiating table for a new deal. Keep in mind, this is a one-sided claim for now.

Here’s what we got for you today:

OpenAI and Anthropic could be two of the biggest AI IPOs Wall Street has seen in years.

But investors don’t have to wait for those names to hit the public markets to get exposure to the AI boom.

MarketBeat’s 7 AI Stocks to Buy Now report reveals 7 publicly traded companies already positioned to benefit as the next wave of AI investment moves beyond the private model providers.

These are the stocks investors can buy today, before the IPO crowd rushes in.

See the 7 stocks

We are officially entering the Agent Economy - a world where AI agents are no longer just tools, but autonomous, machine-native economic players.

Imagine launching an AI agent (like OpenClaw, or Claude Cowork) that doesn't just write copy. It builds its own multi-step business plan, scans market data, negotiates with other AI agents to buy specialized data services, pays them instantly in stablecoins $USDC ( ▲ 0.0% ) or $PYUSD ( ▲ 0.0% ), and reinvests its own profits - all 24/7, with zero human intervention.

This isn’t sci-fi; it’s happening on-chain right NOW in 2026, and it is unlocking a brand new, machine-driven financial paradigm.

In our latest deep analysis, we are exposing exactly how this agentic revolution is quietly merging with crypto rails to rewrite global commerce.

The US has hit Iranian missile, drone, and naval targets near Bandar Abbas, and Iran has struck US-linked bases in Bahrain and Kuwait. The US is enforcing a tight naval blockade, while Iran has closed the crucial Strait of Hormuz. Energy markets are bracing for major supply disruptions.

Prediction market traders are already betting heavily on what comes next.

1/ The prediction market play: Kalshi vs. Polymarket

Traders are trading the direct economic fallout of this conflict.

Over on Kalshi, the betting odds for the US national average gas price topping $4 per gallon by the end of July have skyrocketed to a whopping 91%. The market is even pricing in a 59% chance of gas hitting $4.10, and a 35% chance of it crossing $4.20.

Interestingly, there's a wild arbitrage gap here. Web3 giant Polymarket is much more conservatively, putting the odds of $4 gas at just 57%. Whether you’re hedging your real-world energy costs or hunting for a mispriced prediction contract, this massive divergence is where the smart money is playing.

2/ Oil spikes and the macro fallout

The physical markets are already pricing in the worst. Brent crude surged back to $86 a barrel, marking an aggressive 16% jump in just a week. West Texas Intermediate (WTI) is closely matching that run with a 15% gain.

Remember, higher oil is the ultimate inflation engine. Back in May, the national average gas price spiked to $4.52 - a massive 51.6% jump. Right now, we’ve already crept up to $3.89 from a recent low of $3.79. If we break past the $4 mark, you can kiss any near-term Fed rate cuts goodbye, which is going to keep putting pressure on high-risk crypto assets like $BTC ( ▼ 1.46% ) and $ETH ( ▼ 2.85% ).

🧠 Trading the geopolitical hedge

If you're managing a crypto portfolio, you need to treat these prediction markets as leading indicators for macro liquidity. A confirmed energy spike means the Fed stays hawkish, which historically keeps a lid on explosive crypto rallies.

My playbook? Keep an eye on that Polymarket vs. Kalshi gap. If Polymarket starts aggressively catching up to Kalshi's 92% prediction, expect short-term turbulence across both equities and crypto. Stay liquid, don’t over-leverage, and use these prediction tools to hedge your downside!

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The "SocialFi will onboard a billion users" narrative just got a massive reality check. Jesse Pollak, the mastermind behind Coinbase’s Base L2, just publicly admitted that their huge bet on on-chain social apps was a complete swing and a miss.

In a massive leadership shakeup, Pollak is stepping back from running the consumer-facing Base App, handing the keys over to crypto OG Jordan Fish (aka Cobie).

1/ The failed Social bet

For years, Base pushed SocialFi hard. The theory was that Farcaster, Zora, Mini Apps, and creator coins would be the ultimate Trojan horse for retail adoption.

The reality? The market wanted pure financial utility. Pollak took full responsibility, stating: "I was wrong. Maybe it was the wrong timing, or maybe it was just completely wrong. But regardless, I was wrong." By over-focusing on social feeds, Base fell behind in the sectors that were actually printing volume: perpetuals (like Avantis) and prediction markets (like Limitless).

2/ Enter Cobie & The global finance pivot

With Cobie now taking over the app, Pollak is freeing himself up to write code and focus on core Base network upgrades like Azul, Beryl, and the B20 standard.

The 2026 playbook is completely shifting away from social. The new holy trinity for Base is Trading, Stablecoin Payments, and AI Agents. They are building the infrastructure for tokenized stocks, memecoins, and autonomous AI swarms that can transact instantly.

3/ The Robinhood Chain threat

Base has to move fast because the competition is brutal. Robinhood recently launched its own Ethereum L2 (Robinhood Chain), aggressively targeting memecoins and tokenized assets. It instantly sucked up over $367M in TVL and $800M in daily trading volume. With Stripe also pushing hard, the race to dominate on-chain finance is vicious.

🧠 Why this pivot is Giga-Bullish

I actually love this move. Abandoning the forced SocialFi narrative to double down on what actually drives on-chain revenue - DeFi (hello, $AERO ( ▼ 2.38% )), payments, and AI agents - is exactly what Base needed to do. Handing the app to a degen veteran like Cobie proves they are finally listening to what the market wants. The pressure from Robinhood is just the catalyst Base needs to ship faster and reclaim its dominance!

US hits Brazil with 25% tariffs starting July 22, citing unfair trade practices on tech giants X, Meta, and Google, plus ethanol barriers and IP gaps. Read more

Stripe and Advent International propose $60.50/share acquisition of PayPal ($PYUSD ( ▲ 0.0% )), valuing the company at $53B, a 28% premium over market. Read more

Trump meets Senators to resolve ethics provisions in the CLARITY Act, aiming to clear the final hurdle before the Senate vote. Read more

Japan officially classifies crypto as financial assets, moving beyond previous “payment-only” framework and opening doors for regulated markets. Read more

Visa says stablecoins will fuel AI agent micro-commerce with near-instant automated payments. Read more

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⚠ This newsletter is for informational purposes only and should not be considered investment advice. Traders should conduct thorough research, understand the risks, and carefully evaluate their decisions before investing in cryptocurrency.