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- š”ļø Appleās EU App Store Shakeup |š Googleās Doppl Reinvents Shopping | šŖ Bitcoin Miners Hold, Ethereum Eyes Rally
š”ļø Appleās EU App Store Shakeup |š Googleās Doppl Reinvents Shopping | šŖ Bitcoin Miners Hold, Ethereum Eyes Rally
Apple dodges EU fines with new App Store rules, Google launches Doppl for virtual try-ons, Bitcoinās oldest miners refuse to sell, and Ethereum steadies above $2,400āsetting the stage for a potential rally.
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š Todayās Angle
Good morning. welcome to Friday, where AI is eating jobs, Appleās sidestepping billion-euro fines, and Google wants you to try on a new digital wardrobe. Todayās lineup: ā
Apple is dodging EU fines with a new, complex App Store fee systemāregulators are watching, and developers are recalculating.
Googleās Doppl app is making virtual try-ons mainstream, blending AI and AR to revolutionize how (and where) you shop.
Bitcoinās āSatoshi-eraā miners are holding onto their coins even as prices hit all-time highs, signaling deep confidence in BTCās future and tightening market supply.
Ethereum is holding strong above $2,400, with analysts eyeing a potential rally that could spark momentum across the entire altcoin market.
The intersection of regulation, innovation, and old-school conviction is shaping todayās headlinesāand tomorrowās opportunities.
Letās dive in and get you ahead of the curve.
āāSascha Thiele

š Tech & Business
What Happened: Apple has unveiled a complex new system of App Store fees in the EU, aiming to avoid a looming ā¬500 million antitrust fine. The changes are designed to appease regulators without blowing up Appleās entire business model. Developers now face a patchwork of fees depending on how users download apps and make purchases, with Apple betting that incremental tweaks will keep the EU at bay.
Why It Matters: This is Appleās latest chess move in the global regulatory game, and it sets a precedent for how Big Tech might handle antitrust crackdowns elsewhere. If Appleās approach works, expect copycats. If not, the EUās hammer could fall even harder.
What Happened: Google just launched Doppl, an app that lets you try on clothes virtuallyāno fitting room, no awkward curtain mishaps. Using AI and AR, Doppl maps your body and overlays outfits in real time, promising a retail revolution for the indecisive and the chronically online.
Why It Matters: If Doppl takes off, it could upend how retailers sell (and return) clothes, slashing costs and landfill waste. Itās also a glimpse at how AI is weaving itself into everyday decisionsālike whether those jeans really do make you look taller.
What Happened: Salesforce CEO Marc Benioff revealed that AI is now handling up to half the workload at the company. Automation is accelerating, with AI taking over tasks from customer support to code generation. (Rumor has it, even the office coffee machine is nervous.)
Why It Matters: This isnāt just about Salesforceāit's a canary in the coal mine for white-collar work everywhere. As AI handles more, companies will need to rethink jobs, skills, and maybe even how they define āwork.ā

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š° The Finance Overview

Giphy
Markets are jittery but opportunistic. Big Tech stocks are holding steady as investors digest Appleās regulatory dance and Salesforceās AI revelations. The FAANG barometer is flat, with traders watching for any sign that regulatory pressure in Europe could spill over to the US. On the startup front, IPO activity is cautiously picking upādebt collector Jefferson Capital popped 26% on its Nasdaq debut, signaling appetite for companies with real revenue1. Infrastructure remains a battleground: cloud and AI hardware stocks are buoyed by Micronās bullish forecast on AI memory chips. The wild card? Fintech. Revolutās acquisition of BNP Paribasā Argentine arm shows digital banks are still on the offensive, even as traditional lenders retrench. Investors should watch for more consolidationāand keep an eye on layoffs in the tech sector, as companies automate and restructure for the AI age.
S&P 500: $SPY ( ā¼ 0.6% )
DowJones: $DJI ( ā¼ 0.2% )
Nasdaq: $QQQ ( ā¼ 1.16% )
German DAX: $DAX ( ā¼ 0.27% )
Indian NIFTY: $NIFTY50.NSE ( ā¼ 0.3% )
Bitcoin: $BTC.X ( ā¼ 2.8% )
Ethereum: $ETH.X ( ā¼ 0.54% )

š° Crypto Carousel

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What Happened: Bitcoin miners, especially those active since the earliest days (āSatoshi-eraā miners), have dramatically slowed their sales in 2025, offloading just 150 BTC so far this year despite Bitcoin repeatedly hitting new all-time highs. Instead of taking profits, large miners are increasing their reservesāadding 4,000 BTC since Aprilāeven as daily mining revenues have dropped to two-month lows and network hashrate has declined by 3.5%. Research from CryptoQuant notes that miner outflows have fallen sharply from a daily peak of 23,000 BTC in February to just 6,000 BTC now, with no major spikes in selling since then.
Why It Matters: This āhodlā trend signals a shift in miner strategy, suggesting confidence in Bitcoinās long-term value even as operating conditions grow tougher. With miners historically selling into price rallies, their current restraint could reduce market supply and support prices, but it also highlights the financial pressure facing the sector after the latest halving
What Happened: Ethereum (ETH) has maintained support above the crucial $2,400 level, sparking optimism among analysts for a potential upward move. Crypto analyst MichaĆ«l van de Poppe noted that ETH could be ātesting the other side of the rangeā in the coming weeks, with technical indicators suggesting renewed momentum. This resilience comes as the broader crypto market faces macroeconomic headwinds and declining Bitcoin miner revenues, yet ETHās price stability stands out.
Why It Matters: Ethereumās ability to hold above key support while other assets wobble signals underlying strength and investor confidence. If ETH breaks out, it could lead a broader altcoin rally, impacting DeFi, NFTs, and the wider blockchain ecosystem.

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š Tomorrowās Forecast
Expect more headlines about jobs and AIāplus at least one tech CEO claiming their robot is ājust misunderstood.ā š¤

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