Real-time analysis of crypto's biggest stories, with market impact context.

QQQ sits at $719.58 after Nvidia posted a $96.2B quarter and guided Q3 to +$108B, with $722.53 the level bulls need to reclaim to trigger the next leg.

AMD trades at $472.10, down 3.31% in 24 hours. Hold $464 for a squeeze to $497, lose it and $457 opens up. The AI chip trade is at a knife's edge.

The OCC rewrote its supervision manuals Thursday, splitting legal breaches into substantive and technical violations under a risk-based enforcement model.