Evening Scan

Export controls on Fable 5 and Mythos 5 are lifted. Access restores July 7. Sonnet 5 dropped today. The IPO window also opened with two pricings.

$1.4B+ — What Trump's financial disclosure says he pulled in from crypto ventures in 2025 alone, including $635M from $TRUMP coin sales. (Reuters)

Trump Drops Restrictions on Anthropic's Mythos and Fable Models

The administration reversed course with a caveat: Anthropic says some coding tasks on Fable 5 will still fall back to Opus 4.8 in the near term while it works to reduce false positives. (TechCrunch)

U.S. Declines to Renew USMCA Trade Deal, Starting 10-Year Clock to Expiration (paywall)

No immediate crisis, but businesses that depend on frictionless North American supply chains now have a ticking clock and zero clarity on what replaces it. (NYT)

Vimeo Owner Bending Spoons Raises $1.68B in IPO, Valued at ~$18.4B (paywall)

One of the largest US IPOs by a European company this year — and a reminder that app-portfolio acquirers are now worth mid-cap territory. (Bloomberg)

Getty Images Plans to End Its Shutterstock Merger After UK Regulator Imposes Conditions (paywall)

The UK CMA conditioned approval on Shutterstock selling its editorial business — apparently a bridge too far for both sides. (Wall Street Journal)