Includes a recruitment red-flag self-check list.

AI security concerns drove capital into the cybersecurity sector, sending CrowdStrike shares up nearly 14%. The company is positioning itself through Falcon Guardian, partnerships with OpenAI, and an AI Agent security platform to address emerging security demands from enterprise AI adoption.

The Fed unanimously voted 12-0 to raise rates by 25 basis points, lifting the federal funds rate target range to 3.75%–4.00%. This is the first rate hike since 2023 and the first policy adjustment since Kevin Warsh took over as Fed Chair

Tech giants are taking sides.

Liu Shengyu, a DeepSeek engineer and former captain of Peking University's Weiming Supercomputing Team, wrote, "Humanity has never shown any hesitation in the matter of destroying itself since ancient times."

U.S. Treasury Secretary Bessent said the U.S. earned tens of millions of dollars from yen intervention.

Machines don't care whether your fear is real or fake, and neither does capital.

A structural revolution targeting the underlying experience of crypto payments.

BTC treasury company Satsuma liquidated 669.4867 BTC, plans to delist and return assets to shareholders.

The U.S. 10-year Treasury yield broke through 5% in overnight intraday trading, hitting a new high since 2007.

Robinhood CEO says Robinhood stock tokens will soon support physical redemption and voting features.

Data since 1950 shows that the 10-year US Treasury yield and S&P 500 valuations exhibit an "inverted U-shaped" relationship. At current earnings levels, yields would need to reach about 5%-6% to significantly compress valuations; as long as earnings growth remains above 15%, there is still room for valuation re-rating. If the yield curve bear-steepens, cyclical sectors such as energy and financials benefit more; if it flattens, tech stocks are relatively favored.

AI has shifted the valuation anchor for software companies from "revenue growth" to "capital efficiency," while pushing value toward both ends of the industry chain: one end is the infrastructure layer that actually absorbs capital expenditure, the other is the workflow layer that cannot be replaced after the model, and the part squeezed in the middle—relying solely on seat count and subscription price growth—is seeing its bargaining power eroded.

The unwinding of yen carry trades and French bond risks could force the Fed to accelerate dollar liquidity creation, and Ethereum is a key position for riding the liquidity wave.

Dario Amodei believes that "slowing down AI" doesn't mean we need to panic today, nor does it mean shutting everything down. But we need to ensure that our safety guardrails, understanding, and control capabilities can keep pace with the speed of technological development.

Iran says a new channel may open in the Strait of Hormuz.