According to CNBC, the House could vote as early as Tuesday night on a bipartisan bill aimed at limiting utility bill increases tied to data centers, with House Speaker Mike Johnson expected to bring the measure to the floor under suspension of the rules. The Ratepayer Protection Act would let state regulators require artificial intelligence data centers with demand of 100 megawatts or more to pay for new power sources, transmission lines and other infrastructure instead of passing those costs to consumers. Rep. Gabe Evans, a Colorado Republican, and Rep. Kathy Castor, a Florida Democrat, introduced the legislation in June, and the Cook Political Report with Amy Walter has labeled both of their races a toss-up. The bill would codify parts of President Donald Trump’s Ratepayer Protection Pledge released in March. House Minority Leader Hakeem Jeffries said he supports the bill but said more needs to be done, while White House National Economic Council Director Kevin Hassett said the private sector is capable of addressing the risks posed by rapidly advancing AI.

Kyle Doops screens altcoins by relative strength rather than drawdown, and only HYPE, TRX and Monero passed BeInCrypto’s test across the 20 largest non-stablecoin assets. According to BeInCrypto, Bitcoin was not among them, while Chainlink, Cardano and Polkadot were far below their records. Doops cited Hyperliquid as his strongest example, and said altcoins are mainly a short-term vehicle to rotate capital back into Bitcoin.

Glencore Plc and InfraVia Capital Partners are among suitors for a stake in Eramet SA’s lithium operation in Argentina, according to Bloomberg. The French miner is seeking to sell assets to reduce debt, people familiar with the matter said.

Douyin Group has officially launched a new app called Free Short Drama, offering a large library of free short dramas across genres including urban action, romance, workplace relationships, comeback stories, fantasy, and xianxia. According to ChainCatcher, this is the group’s fourth standalone short drama app, following three earlier releases, excluding its comic-drama app. The app includes two ways to browse content: an immersive vertical single-feed viewing mode and a theater section for category filtering and library browsing. Playback pages support likes, favorites, full-episode access, and variable-speed playback. The theater section includes tags such as new releases, underdogs, tragic romance, and modern romance, along with filters for era background and plot themes. The app also uses a coin-based rewards system. New users can earn coins through daily check-ins and viewing tasks, exchange them for cash, and withdraw funds via Alipay. It does not include a membership payment option and follows a free, ad-supported model.

Investor Mike Vernal said on X that the software industry may undergo a barbell-shaped shift similar to the newspaper industry in the 1990s. According to ChainCatcher, he argued that AI is driving software copying, migration, and integration costs toward zero, weakening traditional moats while reducing the importance of switching costs and network effects. Vernal said scale economies and brand are becoming more important, and he expects enterprise software to develop one AI-native system for each purchasing center. He added that small and medium-sized businesses are likely to prefer integrated systems, while mid-market point solutions may be consolidated or disappear. He also said venture-backed software companies should aim to build broadly, with the moat coming from the extreme cost of repeatedly building large amounts of software and reinvesting. Vernal added that a large number of small software businesses could emerge, similar to the Shopify ecosystem during the D2C era.

The exodus of publicly traded bitcoin miners into artificial intelligence infrastructure will likely continue even if bitcoin prices recover, CoinShares said in its second-quarter bitcoin mining report published Tuesday, according to The Block. "A BTC recovery is unlikely to reverse the AI transition," the firm said. Report author Luke Nolan pointed to signs the shift is hard to undo: Core Scientific paid nearly $42 million to cancel an agreement for 15 EH/s of next-generation mining hardware, while several other operators have committed sites to AI and high-performance computing leases running upwards of 15 years. At least 35 EH/s of computing power is already scheduled to leave the listed group of miners, equal to about 4.7% of Bitcoin's current 750 EH/s network hashrate. Keel, formerly Bitfarms, stopped mining entirely in June; IREN plans to complete its exit by the end of 2026; Cipher Digital is likely to leave mining by the end of 2027; and TeraWulf is winding down its remaining 145 megawatts of mining power. The economics explain the move: CoinShares estimates AI currently generates profits of roughly $1.5 million per megawatt for these companies, versus about $500,000 per megawatt from bitcoin mining. The average cash cost to produce a bitcoin reached roughly $75,500 in the second quarter, while bitcoin ended the period at just $58,400, and the monthly average hash price fell to an all-time low of $27.70 per PH/s per day in June. Conditions have improved since, with bitcoin's recovery to around $77,000 lifting hash price to about $38 per PH/s per day and pushing most operators back above cash breakeven. A sustained price rise could improve the numbers and even prompt some added mining capacity, but CoinShares expects such investment mainly among flexible miners such as Riot, MARA, HIVE and Bitdeer — while those that have already committed power and infrastructure to AI will stay the course and not return.

94%加息概率，历史数据零失手。每当市场预期达到如此高度，美联储最终都加了息。美债市场现已“极端”做空，几乎没人敢抄底，赌的就是美联储必须兑现。

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