WS #7337
No material new developments in the last 30 minutes. The dominant themes from the previous synthesis remain unchanged: crypto rally, Cerebras IPO, Strait of Hormuz escalation, Trump-Xi summit signals, Adani charges dropped, BoE hawkishness, and MAG7 divergences. No counter-signals or de-escalation observed.
Key developments
- Clarity Act advances through Senate Banking Committee, Bitcoin tops $82,000
- Cerebras shares nearly double on IPO debut, opening at $350
- Iran allows Chinese ships through Strait of Hormuz; vessel sinks after drone strike
- DOJ drops Adani charges after $10B investment pledge
- BoE chief economist signals rate hikes to combat Iran energy spillovers
- OpenAI prepares legal action against Apple as partnership frays
- NVDA sees $3.8M institutional call buying for Aug 21 $300 calls
- CDC confirms no Hantavirus cases in US, 41 monitored