BREAKING: Brent crude oil futures prices officially end March 2026 with a +60% gain, posting the largest monthly gain since the creations of the futures contract in 1988. US gas prices are up by +$1.25/gallon since December.
Today, we closed our latest funding round with $122 billion in committed capital at an $852B post-money valuation. The fastest way to expand AI's benefits is to put useful intelligence in people's hands early and let access compound globally. This funding gives us resources to
Trump: US will leave Iran in '2-3 weeks'; Hormuz: 'we'll have nothing to do with'; Iran 'doesn't have to make a deal' for US to end military ops, per WSJ
BREAKING: Europe is "pushing back" on some US military operations with multiple countries now prohibiting the US and Israel from using their airspace for missions in the Iran War, per Reuters. Details include: 1. France, Italy, and Spain denied US military support or airspace
Iran FM Araghchi: trust 'at zero'; describes exchanges as 'messages' not 'negotiations'; receiving messages from US Middle East Envoy via intermediaries, per Bloomberg
BREAKING: Iran's Foreign Minister Araghchi says what is happening between Iran and the US is an exchange of messages, either directly or through "friends," not "negotiations," per Bloomberg. Details include: 1. Araghchi says he is receiving messages from US Middle East Envoy
A third US aircraft carrier strike group is heading to the Middle East as military operations against Iran continue, according to a US official familiar with the matter, after the Navy's flagship carrier left the region for repairs.
BREAKING: Trump signed an executive order today aimed at tightening mail-in voting rules nationwide, including by directing his administration to create a list of confirmed U.S. citizens eligible to vote in each state. This week, Florida election records show Donald, Melania,
BREAKING: Solana processed a record $650 billion in Stablecoin transactions in February 2026. As a result, aggregate Stablecoin transaction volume is now nearly a record $2 trillion per month. Stablecoin volumes on Solana nearly TRIPLED month-over-month, with another surge
BREAKING: Brent crude oil futures prices officially end March 2026 with a +60% gain, posting the largest monthly gain since the creations of the futures contract in 1988. US gas prices are up by +$1.25/gallon since December.
It's actually over for SF housing. [QT @SawyerMerritt: NEWS: OpenAI just announced that it has officially closed their latest funding round with $122 billion in committed capital at a post money valuation of $852 billion. "We are now generating $2B in revenue per month. At this stage, we are growing revenue four times faster than
Microsoft exclusive talks with Chevron + Engine No. 1 for long-term deal underpinning giant West Texas energy complex powering large data center campus
Microsoft is in exclusive talks with Chevron and investment fund Engine No. 1 over a long-term deal that would underpin a giant energy complex in West Texas, providing electricity to power a large data center campus.
BREAKING: Europe is "pushing back" on some US military operations with multiple countries now prohibiting the US and Israel from using their airspace for missions in the Iran War, per Reuters. Details include: 1. France, Italy, and Spain denied US military support or airspace
Iran FM Araghchi: communications are 'exchange of messages, not negotiations'; receiving messages from US Middle East Envoy via direct/third-party channels
BREAKING: Iran's Foreign Minister Araghchi says what is happening between Iran and the US is an exchange of messages, either directly or through "friends," not "negotiations," per Bloomberg. Details include: 1. Araghchi says he is receiving messages from US Middle East Envoy
A third US aircraft carrier strike group is heading to the Middle East as military operations against Iran continue, according to a US official familiar with the matter, after the Navy's flagship carrier left the region for repairs.
BREAKING: Brent crude oil futures prices officially end March 2026 with a +60% gain, posting the largest monthly gain since the creations of the futures contract in 1988. US gas prices are up by +$1.25/gallon since December.
President Donald Trump says he expects the US to end the war on Iran within two to three weeks, suggesting the US had largely accomplished its military goals and would leave it to other nations to resolve issues with the Strait of Hormuz
U.S. forces drop precision munitions on underground military targets deep inside Iran to further degrade the Iranian regime's ability to project power in meaningful ways beyond its borders.
Economic surplus delivered to comrades. If these transfers had to pay a 2% fee they would have cost the users $13 billion. Enough to buy an aircraft carrier or an environmental report on a California high speed rail.
Brent crude +60% in March 2026 (largest monthly gain since 1988 contract creation); US gas +$1.25/gallon since December; Oil YTD +84%, Gasoline YTD +67%
BREAKING: Brent crude oil futures prices officially end March 2026 with a +60% gain, posting the largest monthly gain since the creations of the futures contract in 1988. US gas prices are up by +$1.25/gallon since December.
$100-200 / barrel for oil? [QT @OilHeadlineNews: Treasury Dept. thinks it's likely prices will remain above $100/barrel for some time, but the admin sees that number as "a baseline," and isn't ruling out the possibility of prices rising as high as $200/barrel. - Politico]
BREAKING: Foreign central banks have sold their holdings of US Treasuries to their lowest level since 2012 in an effort to prop up their economies and currencies amid the Iran War, per FT.
The risk of FX intervention is rising in Japan: The Yen has briefly weakened past 160 per US Dollar for the first time since July 2024, the spot where Japan's Ministry of Finance last intervened in the currency market. Since April 2025, the US Dollar has strengthened against...
Today's JOLTS data highlighted the extent of the labor market paralysis that was already deepening before the Iran war. Hiring made a new 10+ year low in February excluding pandemic distortions, via @bespokeinvest
We are 150b away from AGI [QT @OpenAI: Today, we closed our latest funding round with $122 billion in committed capital at an $852B post-money valuation. The fastest way to expand AI's benefits is to put useful intelligence in people's hands early and let access compound globally. This funding gives us resources to]
This is how the largest stocks in the world performed in Q1 2026: Nvidia $NVDA -6.5% Apple $AAPL -6.7% Google $GOOGL -8.1% Microsoft $MSFT -23.5% Amazon $AMZN -9.8% Taiwan Semi $TSM +11.2% Broadcom $AVGO -10.6% Meta Platforms $META -13.3% Tesla $TSLA -17.3%
The S&P 500 gained 2.9% today, its biggest up day since last May (China tariff pause rally). Important for investors to remember: volatility cuts both ways and is not linear over time. Big down days and big up days often occur near each other. $SPX
US: precision munitions on underground military targets "deep inside Iran" (CENTCOM); UAE preparing to force open Strait of Hormuz; UAE lobbying for UNSC resolution to authorize action (per WSJ); first Gulf country to join
BREAKING: The UAE is preparing to help the US and other allies open the Strait of Hormuz by force, a move that would make it the first Gulf country to join the Iran War, per WSJ.
Trump estimated that the American military will be done attacking Iran in two to three weeks and said the U.S. "will not have anything to do with" what happens in the strait that has been closed by the Islamic Republic.
Economic surplus delivered to comrades. If these transfers had to pay a 2% fee they would have cost the users $13 billion. Enough to buy an aircraft carrier or an environmental report on a California high speed rail.
Grayscale DOGE spot ETF S-1: filed March 16; SEC/CFTC commodity classification: March 17; OI flushed 57% Oct–Dec; 480M DOGE accumulated by large wallets in 3 days during flush; X Money launching this month
grayscale filed the DOGE spot ETF S-1 on march 16. SEC/CFTC commodity classification dropped march 17. one day apart. open interest flushed 57% from october to december, 480m DOGE accumulated by large wallets in 3 days during that flush. X Money launching this month. price at
Brent crude +60% in March 2026, largest monthly gain since 1988; US gas prices +$1.25/gallon since December; Treasury baseline $100/bbl, upside scenario $200/bbl
Oil behaves differently from most assets during conflict because demand does not fall immediately just because price rises. People still need fuel to drive, ship goods, fly planes, run factories, and move food. That is why even a relatively [small supply disruption triggers outsized price moves]
BREAKING: Foreign central banks have sold their holdings of US Treasuries to their lowest level since 2012 in an effort to prop up their economies and currencies amid the Iran War, per FT. Details include: 1. The value of Treasuries held in custody at the New York Fed by [foreign central banks has dropped sharply]
The risk of FX intervention is rising in Japan: The Yen has briefly weakened past 160 per US Dollar for the first time since July 2024, the spot where Japan's Ministry of Finance last intervened in the currency market. Since April 2025, the US Dollar has strengthened against [major currencies]
Anthropic inadvertently released source code for its popular Claude AI agent, raising questions about its operational security and sending developers on a search for clues about the startup's plans
This is how the largest stocks in the world performed in Q1 2026 Nvidia $NVDA -6.5%🔴 Apple $AAPL -6.7%🔴 Google $GOOGL -8.1%🔴 Microsoft $MSFT -23.5%🔴 Amazon $AMZN -9.8%🔴 Taiwan Semi $TSM +11.2%🟢 Broadcom $AVGO -10.6%🔴 Meta Platforms $META -13.3%🔴 Tesla $TSLA -17.3%🔴
These are the top 10 best and worst performing S&P 500 stocks during Q1 2026 Best: 🥇 Sandisk $SNDK +167.7%🟢 🥈 Lumentum $LITE +90.7%🟢 🥉 LyondellBasell $LYB +86.1%🟢 $DOW +78.1%🟢 APA Corp $APA 73.5%🟢 Moderna $MRNA +72.3%🟢 CF Industries $CF +67.9%🟢 Ciena $CIEN +66%🟢
CENTCOM confirms precision strikes on underground targets deep inside Iran; UAE preparing to join as first Gulf country; UAE lobbying UNSC for resolution authorizing action
BREAKING: The UAE is preparing to help the US and other allies open the Strait of Hormuz by force, a move that would make it the first Gulf country to join the Iran War, per WSJ.
Trump estimated that the American military will be done attacking Iran in two to three weeks and said the U.S. "will not have anything to do with" what happens in the strait that has been closed by the Islamic Republic.
When Oil Becomes A Macro Wrecking Ball Oil behaves differently from most assets during conflict because demand does not fall immediately just because price rises. People still need fuel to drive, ship goods, fly planes, run factories, and move food. That is why even a relatively [QT @KobeissiLetter: BREAKING: Brent crude oil futures prices officially end March 2026 with a +60% gain, posting the largest monthly gain since the creations of the futures contract in 1988. US gas prices are up by +$1.25/gallon since December.]
The risk of FX intervention is rising in Japan: The Yen has briefly weakened past 160 per US Dollar for the first time since July 2024, the spot where Japan's Ministry of Finance last intervened in the currency market. Since April 2025, the US Dollar has strengthened against
$100-200 / barrel for oil? [QT @OilHeadlineNews: Treasury Dept. thinks it's likely prices will remain above $100/barrel for some time, but the admin sees that number as "a baseline," and isn't ruling out the possibility of prices rising as high as $200/barrel. - Politico]
Anthropic inadvertently released source code for its popular Claude AI agent, raising questions about its operational security and sending developers on a search for clues about the startup's plans
This doesn't sound like de-escalation [QT @OilHeadlineNews: UAE PREPARING TO HELP US OPEN HORMUZ BY FORCE: WSJ UAE LOBBYING FOR UNSC RESOLUTION TO AUTHORIZE ACTION: WSJ]
Trump estimated that the American military will be done attacking Iran in two to three weeks and said the U.S. "will not have anything to do with" what happens in the strait that has been closed by the Islamic Republic.
Grayscale filed DOGE spot ETF S-1: March 16; SEC/CFTC commodity classification: March 17; OI flushed 57% Oct-Dec; 480M DOGE accumulated by large wallets in 3 days during flush; X Money launching this month
grayscale filed the DOGE spot ETF S-1 on march 16. SEC/CFTC commodity classification dropped march 17. one day apart. open interest flushed 57% from october to december, 480m DOGE accumulated by large wallets in 3 days during that flush. X Money launching this month. price at
Copper rose more than 1% after US President Donald Trump said the war on Iran could end within two to three weeks, sparking a relief rally for riskier assets battered by global growth fears
Anthropic inadvertently released source code for its popular Claude AI agent, raising questions about its operational security and sending developers on a search for clues about the startup's plans
Australia's parliament passed legislation empowering the country's export credit agency to physically buy, stockpile and sell fuels alongside critical minerals, as the country suffers energy shortages triggered by the Middle East conflict
Grayscale DOGE spot ETF S-1 filed March 16; SEC/CFTC commodity classification March 17; OI flushed 57% Oct-Dec; 480M DOGE accumulated by large wallets in 3 days; X Money launching this month
grayscale filed the DOGE spot ETF S-1 on march 16. SEC/CFTC commodity classification dropped march 17. one day apart. open interest flushed 57% from october to december, 480m DOGE accumulated by large wallets in 3 days during that flush. X Money launching this month. price at
Asian liquefied natural gas imports fell the most in more than three years last month as the conflict in the Middle East choked supply and sent prices higher
Many Asian economies saw factory activity slow in March, business surveys showed, a sign surging fuel costs and heightening global uncertainty from the Iran war were taking a toll on the region.
OpenAI has completed a deal to raise $122 billion from investors at an $852 billion valuation, marking the company's largest funding round to date by far and bolstering its costly push for more chips, data centers and talent
Shares in LVMH have had their worst start to a year on record, as the impact of war in the Middle East clouds the global economic outlook and intensifies demand headwinds for luxury goods
European stock futures jumped on Wednesday morning, tracking a rally on Wall Street after Trump said he foresaw ending the war on Iran within two to three weeks
ELIMINATED: Mahdi Vafaei, the Head of the Engineering Branch of the Quds Force's Lebanon Corps in the Mahallat Area in Iran. Vafaei advanced underground projects across Lebanon and Syria, leading efforts to establish and manage underground terrorist infrastructure sites for
Many Asian economies saw factory activity slow in March, business surveys showed, a sign surging fuel costs and heightening global uncertainty from the Iran war were taking a toll on the region.
OpenAI has completed a deal to raise $122 billion from investors at an $852 billion valuation, marking the company's largest funding round to date by far and bolstering its costly push for more chips, data centers and talent
Since Iran effectively closed the Strait of Hormuz, countries across Asia have had to limit fuel purchases. Run by a junta and facing civil war, Myanmar is among the hardest hit
🔴ELIMINATED: Mahdi Vafaei, the Head of the Engineering Branch of the Quds Force's Lebanon Corps in the Mahallat Area in Iran. Vafaei advanced underground projects across Lebanon and Syria, leading efforts to establish and manage underground terrorist infrastructure sites
apollo just mass-bought 90m MORPHO tokens for $112.5m with a 7.5x to 30x voting power multiplier on governance. they didn't buy a token. they bought control over which collateral gets approved on a $7b TVL lending protocol generating $260m annualized revenue. fee switch is still
Many Asian economies saw factory activity slow in March, business surveys showed, a sign surging fuel costs and heightening global uncertainty from the Iran war were taking a toll on the region.
OpenAI has completed a deal to raise $122 billion from investors at an $852 billion valuation, marking the company's largest funding round to date by far and bolstering its costly push for more chips, data centers and talent
🔴ELIMINATED: Mahdi Vafaei, the Head of the Engineering Branch of the Quds Force's Lebanon Corps in the Mahallat Area in Iran. Vafaei advanced underground projects across Lebanon and Syria, leading efforts to establish and manage underground terrorist infrastructure sites
Guess what happens next? [QT @FirstSquawk: IRANIAN PARLIAMENT: THE STRAIT OF HORMUZ WILL NOT OPEN, WE HAVE NOT HELD ANY NEGOTIATIONS, AND WE WILL NOT HOLD THEM]
European stock futures jumped on Wednesday morning, tracking a rally on Wall Street after Trump said he foresaw ending the war on Iran within two to three weeks
apollo just mass-bought 90m MORPHO tokens for $112.5m with a 7.5x to 30x voting power multiplier on governance. they didn't buy a token. they bought control over which collateral gets approved on a $7b TVL lending protocol generating $260m annualized revenue. fee switch is still
12M+ bpd oil supply lost to date; April loss projected 2x March; jet fuel/diesel shortage: Asia now, Europe April-May; IEA considering strategic reserve release
OpenAI has reached a mega deal to raise $122 billion at an $852 billion valuation. Much of the capital comes from tech giants including Amazon, Nvidia and SoftBank.
Iranian Parliament: Strait of Hormuz will not open; no negotiations held or planned; Qatar oil tanker struck by cruise missile in territorial waters; UK PM: de-escalation won't necessarily ease Hormuz
ELIMINATED: Hajj Yusuf Ismail Hashem, the Commander of Hezbollah's Southern Front. Hashem, eliminated by the Israeli Navy in a strike in Beirut, was a senior commander with 40+ years of experience, and was a central figure in Hezbollah that led its rehabilitation & commanded
BREAKING: The US Financial Conditions Index is up to 99.17, the tightest financial conditions since June 2025. The index has surged +0.77 points over the last 20 days, the fastest increase since March-April 2025. This is also the 2nd-fastest pace of tightening since the 2022
Germany: growth forecast cut to less than half of prior projection; German Manufacturing PMI 52.2 (exp: 51.7, prev: 51.7); German energy minister calls for nuclear rethink
OpenAI has reached a mega deal to raise $122 billion at an $852 billion valuation. Much of the capital comes from tech giants including Amazon, Nvidia and SoftBank.
Microsoft pledged to invest $5.5 billion in Singapore through 2029 to support the country's artificial intelligence industry, accelerating its expansion in a hub for Asia's AI development
Iranian Parliament: Strait of Hormuz will NOT open; no negotiations held or planned; ADNOC CEO: 'global economic extortion'; UK PM: de-escalation won't necessarily ease Hormuz
Trump: 'strongly considering' US withdrawal from NATO; called it a 'paper tiger'; told UK Telegraph; UK PM Starmer: will act in British national interest
IDF: Hezbollah Southern Front Commander Hajj Yusuf Ismail Hashem eliminated by Israeli Navy strike in Beirut; 40+ years experience; led rehabilitation efforts
🔴ELIMINATED: Hajj Yusuf Ismail Hashem, the Commander of Hezbollah's Southern Front. Hashem, eliminated by the Israeli Navy in a strike in Beirut, was a senior commander with 40+ years of experience, and was a central figure in Hezbollah that led its rehabilitation & commanded
Philippines: fuel to run out within weeks (Reuters); Indonesia: up to $5.9B in extra energy subsidies needed; Australian PM rare national address on energy conservation
BREAKING: The US Financial Conditions Index is up to 99.17, the tightest financial conditions since June 2025. The index has surged +0.77 points over the last 20 days, the fastest increase since March-April 2025. This is also the 2nd-fastest pace of tightening since the 2022
OpenAI has reached a mega deal to raise $122 billion at an $852 billion valuation. Much of the capital comes from tech giants including Amazon, Nvidia and SoftBank.
Guess what happens next? [QT @FirstSquawk: IRANIAN PARLIAMENT: THE STRAIT OF HORMUZ WILL NOT OPEN, WE HAVE NOT HELD ANY NEGOTIATIONS, AND WE WILL NOT HOLD THEM]
🔴ELIMINATED: Hajj Yusuf Ismail Hashem, the Commander of Hezbollah's Southern Front. Hashem, eliminated by the Israeli Navy in a strike in Beirut, was a senior commander with 40+ years of experience, and was a central figure in Hezbollah that led its rehabilitation & commanded
SENATOR LUMMIS ON CLARITY ACT: "DEVELOPERS, VALIDATORS, AND NODE OPERATORS WILL FINALLY HAVE A SAFE HARBOR AND WE CAN ENSURE AMERICAN INNOVATION CAN STAY RIGHT HERE ON US SOIL."
12M bpd supply lost; April oil loss 2x March; jet fuel/diesel shortage hitting Asia now, Europe Apr-May; IEA weighing further strategic reserve release; US officials discussing $150/bbl scenario
OpenAI has reached a mega deal to raise $122 billion at an $852 billion valuation. Much of the capital comes from tech giants including Amazon, Nvidia and SoftBank. Bloomberg's @BelleDroulers reports:
NKE shares -9%+ after hours; Q4 surprise sales drop guidance; BofA downgrade to Neutral, PT $55 from $73; Wells Fargo PT $55 from $65 (maintain OW); Piper Sandler PT lowered
耐克复苏叙事再度受挫，三家主要机构同日将目标价聚合于55美元显示市场对困境深度判断趋于一致，但评级分歧（美银中性 vs 富国增持）反映市场对拐点时间存在分歧。Neuberger Berman分析师直言"情况可能在好转之前继续恶化"，中国销售已被定性为结构性而非周期性问题。
Nike's forecast of a surprise drop in fourth-quarter sales sent its shares down more than 9% in extended trading, as persistent weakness in China and slow progress in clearing older inventory hamper turnaround efforts.
Trump Truth Social: Iran's new regime president requested ceasefire; US condition: Hormuz 'open, free, and clear'; Trump simultaneously: 'we are blasting Iran'; Iran-affiliated channel called it 'manufactured FOMO'
Trump on Truth Social: Iran's New Regime President, much less Radicalized and far more intelligent than his predecessors, has just asked the United States of America for a CEASEFIRE! We will consider when Hormuz Strait is open, free, and clear. Until then, we are blasting Iran
Saudi crude exports -50% March; US gasoline >$4/gallon; Philippines weeks from fuel shortage; Turkey seeking Hormuz passage for 11 ships; France hundreds of filling stations run dry; UK food inflation heading toward 10%; UAE: Hormuz closure is 'global economic extortion'
Operation Epic Fury: 12,000+ combat flights by US forces; IDF eliminated Hajj Yusuf Ismail Hashem, Hezbollah Southern Front Commander, 40+ years experience, killed in Beirut Israeli Navy strike
U.S. Navy fighter jets prepare for a combat flight during Operation Epic Fury. To date, U.S. forces have flown over 12,000 combat flights directly supporting Operation Epic Fury.
Trump calls NATO 'paper tiger'; weighing US withdrawal; UK PM Starmer: 'whatever the noise, I'll act in the British national interest'; Germany: 'of course, we remain committed to NATO'; Italy refused to refuel US aircraft; France banned conflict-related overflights
By law, he can't do it without Congress. But as commander in chief with authority to deploy forces abroad to enforce Article 5, he can do so in effect. That would certainly be the way Russia would interpret it.
Gas prices in the US have moved up to $4.06 per gallon, their highest level since August 2022. The 36% spike over the last month ($2.98/gallon to $4.06/gallon) is the biggest we've seen in the past 30 years.
If OpenAI was public, it would now be the 11th largest company in the S&P 500. From a $28 billion valuation to $852 billion in only 3 years. Valuation: -Apr 2023: $28 billion -Jan 2024: $86 bil. -Oct 2024: $157 bil. -Mar 2025: $300 bil. -Oct 2025: $500 bil. -Apr 2026: $852 bil.
Bank of America today downgraded Nike $NKE to Neutral from Buy while lowering its price target to $55 down from $73 Wells Fargo lowered its price target on Nike $NKE to $55 down from $65 while maintaining its Overweight rating Piper Sandler lowered its price target on Nike $NKE
Looks like Europeans 🇪🇺 buying Tesla's $TSLA picked up big time in March [QT @RalliesNews: Tesla $TSLA new car registrations in France 🇫🇷 jumped 203% year-on-year to 9,569 vehicles in March, just below the two-year record high. Registrations also rose 178% in Norway 🇳🇴, 144% in Sweden 🇸🇪 and 96% in Denmark 🇩🇰]
Trump on Truth Social: Iran's New Regime President, much less Radicalized and far more intelligent than his predecessors, has just asked the United States of America for a CEASEFIRE! We will consider when Hormuz Strait is open, free, and clear. Until then, we are blasting Iran
U.S. Navy fighter jets prepare for a combat flight during Operation Epic Fury. To date, U.S. forces have flown over 12,000 combat flights directly supporting Operation Epic Fury.
BREAKING: President Trump is 'strongly considering' withdrawing the US from NATO, per The Telegraph. Details include: 1. Trump called NATO a 'paper tiger' and said removing America from the defense treaty is now 'beyond reconsideration' 2. The White House no longer regards
Saudi Arabia's crude oil exports fell by half in March after Iran effectively prevented tankers from leaving the Persian Gulf, forcing the kingdom to reroute flows to its west coast
Iran's Islamic Revolutionary Guard Corps (IRGC) has threatened attacks on a swath of U.S. tech companies with operations in the Middle East, including Nvidia, Apple, Microsoft and Google.
Solana tokenized equity volume: $128M (98% share) vs $2M all other chains; Circle $750M USDC single-day mints 3x in one week; B2C2 primary stablecoin rail for Robinhood
solana processed $128m in tokenized equity volume last week. every other chain combined did $2m. that's 98% market share. circle minted $750m USDC on solana in a single day three times in the past week. B2C2 designated it as primary stablecoin settlement rail for robinhood and
Gas prices in the US have moved up to $4.06 per gallon, their highest level since August 2022. The 36% spike over the last month ($2.98/gallon to $4.06/gallon) is the biggest we've seen in the past 30 years.
February retail sales +0.6% m/m vs. +0.5% est. & -0.1% prior; sales ex-auto +0.5% vs. 0.0% prior…control group +0.5% vs. +0.2% prior … strength in health/personal care and clothing; weakness in food/beverages and furniture
Bank of America today downgraded Nike $NKE to Neutral from Buy while lowering its price target to $55 down from $73. Wells Fargo lowered its price target on Nike $NKE to $55 down from $65 while maintaining its Overweight rating. Piper Sandler lowered its price target on Nike $NKE
Looks like Europeans 🇪🇺 buying Tesla's $TSLA picked up big time in March [QT: Tesla $TSLA new car registrations in France 🇫🇷 jumped 203% year-on-year to 9,569 vehicles in March, just below the two-year record high. Registrations also rose 178% in Norway 🇳🇴, 144% in Sweden 🇸🇪 and 96% in Denmark 🇩🇰]
Iran president requests ceasefire; Trump condition: Hormuz 'open, free, and clear'; IRGC rejects; Polymarket: <50% chance Hormuz returns to normal by end of next month
Trump on Truth Social: Iran's New Regime President, much less Radicalized and far more intelligent than his predecessors, has just asked the United States of America for a CEASEFIRE! We will consider when Hormuz Strait is open, free, and clear. Until then, we are blasting Iran
BREAKING: President Trump is 'strongly considering' withdrawing the US from NATO, per The Telegraph. Details include: 1. Trump called NATO a 'paper tiger' and said removing America from the defense treaty is now 'beyond reconsideration' 2. The White House no longer regards
Iran's Islamic Revolutionary Guard Corps (IRGC) has threatened attacks on a swath of U.S. tech companies with operations in the Middle East, including Nvidia, Apple, Microsoft and Google.
Solana: $128M tokenized equity volume (98% share) vs $2M all others combined; Circle: $750M USDC minted on Solana 3x in one week; B2C2: primary settlement rail for Robinhood
solana processed $128m in tokenized equity volume last week. every other chain combined did $2m. that's 98% market share. circle minted $750m USDC on solana in a single day three times in the past week. B2C2 designated it as primary stablecoin settlement rail for robinhood and
This index 'has now risen by nearly 20 points in just two months, as higher energy prices have come amid rising costs of other raw materials. On past form, it now looks consistent with headline inflation rising to 4% in the coming months.' - Capital Econ
Musalem: 'war shocks increased risks'; rates on hold 'appropriate for some time'; ex-tariffs inflation still 2.5% YoY; '4th supply shock in recent years'
OpenAI shares have fallen out of favor on the secondary market — in some cases becoming almost impossible to unload — as investors pivot quickly to Anthropic, its biggest competitor.
NKE -14% to decade low (Sep 2014 levels); China sales forecast -20% current quarter; BofA cut to Neutral PT $55 from $73; Wells Fargo PT $55 from $65; Converse sales declining
$NKE down -14% today after another bad earnings report, the chart looks like Mount Everest... stock is now back to September 2014 levels... 10+ years to roundtrip. Lots of investors have been waiting/hoping for a turnaround but this last earnings report proves it's not
SpaceX has filed confidentially for an initial public offering, bringing billionaire Elon Musk's rocket, satellite and AI company closer to delivering the biggest-ever listing.
Intel $INTC has agreed to pay Apollo Global $APO $14.2 Billion to buy back the 49% equity interest in the joint venture related to Intel's Fab 34 in Ireland. Apollo and affiliates bought the 49% stake in 2024 for $11.2 Billion
FDA approves Eli Lilly Foundayo oral once-daily GLP-1; insured ~$25/mo with coupon; out-of-pocket $149-$349/mo; Novo Nordisk faces increased competition
ELI LILLY WEIGHT LOSS PILL APPROVED The 🇺🇸 FDA just approved Eli Lilly's $LLY once-daily GLP-1 weight loss PILL, Foundayo 'People with insurance coverage could pay $25 a month with a coupon from Lilly, while people paying out of pocket could pay between $149 and $349, depending'
Trump Truth Social: Iran requested ceasefire; US condition: Hormuz reopened; Iran FM Araghchi: 'false and baseless'; Axios: talks ongoing; 3 US officials: unclear if deal reachable; Polymarket: <50% Hormuz normalizes by end of next month
So yesterday market rallied on 'we will end the war and leave, Hormuz can stay closed'. Today it's 'we will stay in war until Hormuz opens'. Which one is it?
Iran largest missile salvo on Israel since war began; 5+ consecutive alerts in Tel Aviv in ~15 mins; timed ~1 hour before Passover Seder; Israel Channel 14 confirms 'largest since war began'
Trump: 'absolutely' considering NATO withdrawal; NATO 'paper tiger'; withdrawal 'beyond reconsideration'; per The Telegraph and WSJ; allies pushing back
BREAKING: President Trump is 'strongly considering' withdrawing the US from NATO, per The Telegraph. Details include: 1. Trump called NATO a 'paper tiger' and said removing America from the defense treaty is now 'beyond reconsideration' 2. The White House no longer regards
US military officials are planning potential ground assaults inside Iran, including targeting Kharg Island and seizing enriched uranium sites - The Atlantic, citing people familiar with the matter.
This index 'has now risen by nearly 20 points in just two months, as higher energy prices have come amid rising costs of other raw materials. On past form, it now looks consistent with headline inflation rising to 4% in the coming months.' - Capital Econ
B of A: '.. Inflation: higher for longer .. our new headline PCE projections largely follow the oil forecast. Headline PCE inflation peaks in 2Q 2026 at 3.8%, and remains 70bp above our prior forecast for the rest of this year ..'
New workloads. New scale. New proof points. With AMD Instinct MI355X GPUs, we delivered breakthrough MLPerf Inference 6.0 results, including 1M+ tokens/sec at multi-node scale and first-time submissions on GPT-OSS-120B and Wan-2.2.
Electricity generation needs to grow 4x from today's levels; AI infrastructure wave not yet factored in; natural gas turbine prices surging due to data center demand
Electricity demand is accelerating faster than at any point in a generation. Getting to a fully electrified economy means generation needs to grow more than four times from today's levels — and that estimate doesn't yet account for the next wave of AI infrastructure now coming
ELI LILLY WEIGHT LOSS PILL APPROVED. The 🇺🇸 FDA just approved Eli Lilly's $LLY once-daily GLP-1 weight loss PILL, Foundayo. 'People with insurance coverage could pay $25 a month with a coupon from Lilly, while people paying out of pocket could pay between $149 and $349, depending
$NKE down -14% today after another bad earnings report, the chart looks like Mount Everest... stock is now back to September 2014 levels... 10+ years to roundtrip. Lots of investors have been waiting/hoping for a turnaround but this last earnings report proves it's not
BREAKING: The US and Iran are discussing a potential deal that would involve a ceasefire in exchange for Iran reopening the Strait of Hormuz, per Axios. Details include: 1. China and Pakistan reportedly presented a peace initiative along those lines on Tuesday 2. Earlier
The main reason I am skeptical the unilateral TACO can hold is precisely because the strategic logic for the GCC countries now is to go all in: They see a muscular Iranian controlled Strait as existential. This further aligns Gulf and Israeli interests to escalate the war
US military officials are planning potential ground assaults inside Iran, including targeting Kharg Island and seizing enriched uranium sites - The Atlantic, citing people familiar with the matter.
SCOTUS casts doubt on Trump birthright citizenship EO; Trump first sitting president to attend oral arguments in recorded history; conservative justices question government position
BREAKING: Trump sits front row at the Supreme Court as justices consider ending birthright citizenship, becoming the first sitting president to attend oral arguments.
BREAKING: The US has lost 16 MQ-9 Reaper drones since the Iran War began on February 28th, per CBS News. Each MQ-9 Reaper costs ~$30 million, which would put the total value of the drones lost so far at nearly $500 million.
In total, $270.6M worth of assets was exploited on Drift, which is around 50% of its TVL. Assets stolen in dollars: $5.3M USDS $60.4M USDC $5.65M USDT $430K JUP $540K USDY $590K ZBTC $680K EURC $1M BSOL $2.5M INF $2M MSOL $3.3M SYRUPUSDC $4.1M FARTCOIN $4.4M WBTC $3.6M JITOSOL
franklin templeton just acquired coinfund's liquid strategies arm (250 Digital) to build Franklin Crypto. $1.74t AUM firm buying active crypto trading talent during an 8/100 fear and greed reading. this is not another ETF wrapper. perkins and ginns are leaving crypto-native
NYMEX WTI Crude May futures settle at $100.12 a barrel, down $1.26, 1.24%. NYMEX Gasoline May futures settle at $3.0914 a gallon. NYMEX Diesel May futures settle at $4.0568 a gallon. NYMEX Natural Gas May futures settle at $2.8190/MMBtu.
Anthropic is scrambling to address the inadvertent release of internal source code behind Claude Code, an AI-powered assistant that has become a key moneymaker for the company.
SpaceX filed confidentially for an initial public offering, according to people familiar with the matter. It's expected to be the biggest-ever listing.
~25% rally of AI momentum stocks ($SNDK $WDC $MU $EWY $LITE etc.) past 24h in the midst of the global geopolitical chaos, pumped by macro oblivious stock analyst bullish reports, must be one of the dumbest things I saw in my career.
Pentagon Is Doubling Fleet of A-10 Attack Planes in the Middle East. The Pentagon is doubling its fleet of Air Force A-10 attack planes in the Middle East, aircraft that support advancing ground troops, even as President Trump says he wants to end the Iran war in two to three
BREAKING: The US has lost 16 MQ-9 Reaper drones since the Iran War began on February 28th, per CBS News. Each MQ-9 Reaper costs ~$30 million, which would put the total value of the drones lost so far at nearly $500 million.
Trump: stop Ukraine weapons unless Europe joins Hormuz coalition (FT); NATO exit threat (Telegraph); UK hosting Hormuz coalition talks; Rubio position conflicts with Trump
SCOTUS casts doubt on Trump birthright citizenship executive order; Trump attended hearing (first sitting president in recorded history); Roberts: 'It's the same Constitution'
President Donald Trump is at the US Supreme Court listening in on oral arguments as justices consider his attempt to limit birthright citizenship. It's the first time a sitting president has ever attended an argument in recorded Supreme Court history.
In total, $270.6M worth of assets was exploited on Drift, which is around 50% of its TVL. Assets stolen in dollars: $5.3M USDS $60.4M USDC $5.65M USDT $430K JUP $540K USDY $590K ZBTC $680K EURC $1M BSOL $2.5M INF $2M MSOL $3.3M SYRUPUSDC $4.1M FARTCOIN $4.4M WBTC $3.6M JITOSOL
NYMEX WTI Crude May futures settle at $100.12 a barrel, down $1.26, 1.24%. NYMEX Gasoline May futures settle at $3.0914 a gallon. NYMEX Diesel May futures settle at $4.0568 a gallon. NYMEX Natural Gas May futures settle at $2.8190/MMBtu.
OpenAI shares have fallen out of favor on the secondary market — in some cases becoming almost impossible to unload — as investors pivot quickly to Anthropic, its biggest competitor, per Bloomberg
~25% rally of AI momentum stocks ($SNDK $WDC $MU $EWY $LITE etc.) past 24h in the midst of the global geopolitical chaos, pumped by macro oblivious stock analyst bullish reports, must be one of the dumbest things I saw in my career.
Earlier this year, Novo Nordisk pulled off the best obesity-drug launch ever with its Wegovy pill and is now building on 600,000+ prescriptions as Eli Lilly threatens with a rival pill
BREAKING: Tonight, in his 9 PM ET address to the nation, President Trump will declare that the Iran War is 'winding down,' per POLITICO. Details include: 1. Trump consistently 'telegraphed that message' over the past 24 hours 2. The speech is expected to claim that 'all
Ships required to pay fees in yuan for secret passcode to transit Strait of Hormuz (Bloomberg); French Navy: no evidence of mining; Chinese vessel flow insufficient to restore normal traffic
Trump threatened to stop weapons supply to Ukraine to pressure Europe to reopen Strait of Hormuz after NATO rejected his request (FT); UK officials: can no longer trust US counterparts with sensitive material
BREAKING: President Trump threatened to stop supplying weapons to Ukraine in order to pressure European allies militarily reopen the Strait of Hormuz, per FT. Details include: 1. After Trump's request that NATO help reopen Hormuz was rejected Trump responded by threatening to
Military officials planning 2 potential high-risk ground assaults in Iran awaiting Trump's go-ahead (The Atlantic); Pentagon doubling A-10 attack planes in Middle East (NYT)
BREAKING: Military officials are planning for two potential high-risk ground assaults in Iran—all they need now is President Trump's go-ahead, per the Atlantic
16 MQ-9 Reaper drones lost since Iran War began Feb 28; ~$30M each; total ~$500M (CBS News); Amazon cloud infrastructure in Bahrain damaged by Iranian strike (Reuters)
BREAKING: The US has lost 16 MQ-9 Reaper drones since the Iran War began on February 28th, per CBS News. Each MQ-9 Reaper costs ~$30 million, which would put the total value of the drones lost so far at nearly $500 million.
In total, $270.6M worth of assets was exploited on Drift, which is around 50% of its TVL. Assets stolen in dollars: $5.3M USDS $60.4M USDC $5.65M USDT $430K JUP $540K USDY $590K ZBTC $680K EURC $1M BSOL $2.5M INF $2M MSOL $3.3M SYRUPUSDC $4.1M FARTCOIN $4.4M WBTC $3.6M JITOSOL
before march 17, regulatory ambiguity protected every token equally. now there are exactly 16 digital commodities and everything else is presumptively a security. UNI, AAVE, MKR, ARB, OP all just went from 'unclear' to 'wrong side of the line.' compliant capital can't touch them.
Franklin Templeton ($1.74T AUM) acquires CoinFund's 250 Digital (liquid strategies arm) to build Franklin Crypto; Fear & Greed index at 8/100 at time of acquisition
franklin templeton just acquired coinfund's liquid strategies arm (250 Digital) to build Franklin Crypto. $1.74t AUM firm buying active crypto trading talent during an 8/100 fear and greed reading. this is not another ETF wrapper. perkins and ginns are leaving crypto-native
The International Monetary Fund, the World Bank and the International Energy Agency said they'll work together to respond to the economic fallout of the Iran war
Bank of England Governor Andrew Bailey said that markets were still getting ahead of themselves by pricing in interest rate hikes by the central bank in response to the hit to the British economy from the Iran war
Block workforce reduction: -40%; 'binary change' in AI agent capability: late Nov / early Dec 2025; headcount-output correlation broken
a16z GP David Haber将Block案例作为"AI改变软件开发"的标志性证据公开讨论，表明顶级科技公司的裁员已不再仅是成本优化，而是AI代理直接替代人力的现实落地。Block的实例提供了迄今最具说服力的企业级AI替代时间节点，值得全行业关注。
Block's Owen Jennings says the correlation between headcount and output just broke. 'Late November, first week of December, there was a binary change... It became clear almost overnight, maybe in a couple of weeks, that now [agents] are incredibly capable of working with'
~25% rally of AI momentum stocks ($SNDK $WDC $MU $EWY $LITE etc.) past 24h in the midst of the global geopolitical chaos, pumped by macro oblivious stock analyst bullish reports, must be one of the dumbest things I saw in my career.
BREAKING: Trump is reportedly set to use his primetime address to argue the U.S. has met—or exceeded—its military goals, including: 1. Eliminating Iran's ballistic missiles and production sites 2. Severely weakening its navy 3. Containing Tehran's regional proxies 4. Blocking
Iran President Pezeshkian open letter to Americans: 'no enmity'; US actions = 'aggression'; Iran's actions = 'measured self-defense'; timed ahead of Trump's 9PM address
BREAKING: Iran's Masoud Pezeshkian issues an open letter to Americans: •Iran says it has 'no enmity' toward Americans or other nations •Calls recent U.S. actions 'aggression' risking long-term instability •Frames Iran's actions as 'measured self-defense' •Blames the U.S.
Trump: halt Ukraine weapons unless Europe joins Hormuz coalition (FT); NATO rejected request; Trump hints at NATO exit; Rubio reportedly opposes NATO exit
BREAKING: President Trump threatened to stop supplying weapons to Ukraine in order to pressure European allies militarily reopen the Strait of Hormuz, per FT.
In total, $270.6M worth of assets was exploited on Drift, which is around 50% of its TVL. Assets stolen in dollars: $5.3M USDS $60.4M USDC $5.65M USDT $430K JUP $540K USDY $590K ZBTC $680K EURC $1M BSOL $2.5M INF $2M MSOL $3.3M SYRUPUSDC $4.1M FARTCOIN $4.4M WBTC $3.6M JITOSOL
Post-March 17 ruling: exactly 16 digital commodities confirmed; UNI, AAVE, MKR, ARB, OP now presumptively securities; compliant capital blocked from these assets
before march 17, regulatory ambiguity protected every token equally. now there are exactly 16 digital commodities and everything else is presumptively a security. UNI, AAVE, MKR, ARB, OP all just went from 'unclear' to 'wrong side of the line.' compliant capital can't touch them.
"We've never seen anything like this…even during the Great Recession the most we had seen was 11 consecutive. It's not NO jobs created in 2025. Jobs were DESTROYED."
Anthropic's accidental release of source code for its popular AI coding agent was the result of "process errors" related to the startup's fast product release cycle, according to a senior executive at the company.
Elon Musk's SpaceX confidentially filed for a US initial public offering, two people familiar with the matter told Reuters, setting the stage for what could become the largest stock market listing on record.
All these stocks hit new 52 WEEK LOWS at some point today: Nike $NKE Visa $V Zillow $Z $ADP Alexandria Real Estate $ARE Broadridge $BR Costar $CSGP Global Payments $GPN Lamb Weston $LW Progressive $PGR Planet Fitness $PLNT Insulet $PODD Transdigm $TDG Unilever $UL
BREAKING: Trump is reportedly set to use his primetime address to argue the U.S. has met—or exceeded—its military goals, including: 1. Eliminating Iran's ballistic missiles and production sites 2. Severely weakening its navy 3. Containing Tehran's regional proxies 4. Blocking [nuclear program]
President Donald Trump has once again lashed out at America's NATO partners, this time over their unwillingness to help him prosecute the war in Iran, and suggested the US may even quit the military alliance.
before march 17, regulatory ambiguity protected every token equally. now there are exactly 16 digital commodities and everything else is presumptively a security. UNI, AAVE, MKR, ARB, OP all just went from 'unclear' to 'wrong side of the line.' compliant capital can't touch them.
US consumer inflation expectations: +0.7pp MoM in March 2026, to 6.2% — highest since August 2025; largest monthly increase since April 2025 Liberation Day tariffs
Inflation expectations are rising among Americans: US consumer inflation expectations spiked +0.7 percentage points in March, to 6.2%, the highest since August 2025. This also marks the largest increase since April 2025, following the "Liberation Day" tariffs.
Asia's energy crisis is intensifying: ~45% of all crude oil and condensate imported by Asia flowed through the Strait of Hormuz in 2025, the highest dependency of any region. Asia also relied on the Strait for ~30% of its gasoline and naphtha imports, ~9% of diesel, and ~5% of...
WATCH: Elon Musk's SpaceX confidentially filed for a US initial public offering, two people familiar with the matter told Reuters, setting the stage for what could become the largest stock market listing on record
BREAKING: The IRGC is now charging tolls, with rates starting at $1 per barrel of oil, on ships passing through the Strait of Hormuz, paid in Chinese Yuan or stablecoins, per Bloomberg. The process includes: 1. To pass, ship operators must first contact an intermediary company
Trump: Iran war "winding down" (9PM ET address, Politico); Iran: no ceasefire talks via mediators; US intel: Iran not ready to make a deal; Iranian military adviser: war continues until rights secured
BREAKING: Iran says no talks have taken place through mediators for a temporary ceasefire with the US and Israel. This morning, President Trump said Iran's President "asked the US for a ceasefire."
US tariffs: 25% on finished steel/aluminum goods; 50% on commodity-grade steel/aluminum; Trump to overhaul overall steel/aluminum tariff structure (WSJ)
Tariff of 50% will remain in place for commodity-grade steel and aluminium products and goods that are almost entirely made of the metals - WSJ. [QT: The US is going to set a tariff on finished steel and aluminum products at 25% - WSJ.]
Trump: first sitting US president to attend SCOTUS oral arguments; birthright citizenship EO challenge; 90 minutes; justices cast doubts on executive order
President Donald Trump became the first sitting president to attend oral arguments at the Supreme Court on Wednesday when he sat in to hear a case challenging his executive order aimed at restricting birthright citizenship. He attended the proceedings for 90 minutes and left...
President Donald Trump has once again lashed out at America's NATO partners, this time over their unwillingness to help him prosecute the war in Iran, and suggested the US may even quit the military alliance.
Drift Protocol exploit: ~$270M-$300M drained; single admin key vulnerability; ai16z lost ~$200M (70% of total exploit); perpetual futures concentrated exposure; Drift team confirmed: "not an April Fools joke"
ai16z lost $200m on drift. single protocol. single market type. perpetual futures. that's 70% of the entire exploit, concentrated into one admin key vulnerability. an AI-led investment DAO that optimized returns without ever auditing the infrastructure it was trading on. $620k
"Warren Buffett cautioned that he's seeing signs of fragility emerging in the banking system as it has become more connected to non-bank players," per Bloomberg.
US bond traders abandoning rising inflation bets; pivoting to growth slowdown risk from elevated oil prices; small businesses laying off workers / delaying expansion
Microsoft is in exclusive talks with Chevron and investment fund Engine No. 1 over a long-term deal that would underpin a giant energy complex in West Texas, providing electricity to power a large data center campus.
Fueled by FOMO and a government push, agentic AI OpenClaw is surging in China. On the Big Take Asia Podcast: what it does, why it took off so fast and what it reveals about the risks and realities of AI's next phase.
Finally freed from a US‑imposed cap on its assets, Wells Fargo is deploying its pent-up financial power into the repo market at a time when the financial system is looking for another deep‑pocketed player
Google Shor's algorithm: secp256k1 cracked by 2029; Bitcoin: zero formal PQC BIP with consensus; implementation 2-4 years min; BIP consensus deadline Q3 2026
bitcoin core has zero formal BIP for quantum-resistant signatures with community consensus. implementation takes 2-4 years minimum. google's shor's algorithm improvement projects secp256k1 cracked by 2029. if no BIP emerges by Q3 2026, the math doesn't work. that's 6 months from
"Warren Buffett cautioned that he's seeing signs of fragility emerging in the banking system as it has become more connected to non-bank players," per Bloomberg.
Electricity demand 'essentially flat for decades, now exploding'; energy efficiency gains negated by AI load growth, per Heron Power CEO Drew Baglino
Heron Power CEO指出，过去数十年能效提升基本抵消了用电增量，使净输电量保持平稳；但AI算力需求的爆发彻底打破了这一平衡，电力基础设施投资正进入结构性上行新周期，为核能、天然气及储能等电源资产提供长期需求支撑。
Electricity demand was essentially flat for decades. Now it's exploding. Heron Power CEO Drew Baglino: "Energy efficiency more or less negated the growth in energy services." "The net electricity delivered to accomplish those energy services stayed basically flat."
Finally freed from a US‑imposed cap on its assets, Wells Fargo is deploying its pent-up financial power into the repo market at a time when the financial system is looking for another deep‑pocketed player.
BREAKING: Trump signed an executive order today aimed at tightening mail-in voting rules nationwide, including by directing his administration to create a list of confirmed U.S. citizens eligible to vote in each state. This week, Florida election records show Donald, Melania,
Bitcoin: zero formal BIP for quantum-resistant signatures with community consensus; implementation 2-4 years minimum; Google's Shor's algorithm projects secp256k1 cracked by 2029; Q3 2026 deadline implied
bitcoin core has zero formal BIP for quantum-resistant signatures with community consensus. implementation takes 2-4 years minimum. google's shor's algorithm improvement projects secp256k1 cracked by 2029. if no BIP emerges by Q3 2026, the math doesn't work. that's 6 months from
"Warren Buffett cautioned that he's seeing signs of fragility emerging in the banking system as it has become more connected to non-bank players," per Bloomberg.
The S&P 500 gained 2.9% today, its biggest up day since last May (China tariff pause rally). Important for investors to remember: volatility cuts both ways and is not linear over time. Big down days and big up days often occur near each other. $SPX
hmm I guess if I squint I can understand why anthropic included 100 MB of the plain UTF Tibetan Kangyur canon in the Claude code package … but it is a bit strange …
Trump's 'One, Big Beautiful Bill': sold as middle-class tax cut, delivers 'major windfall to corporate America'; richest companies paying far less to the IRS
"Sold as a middle-class tax cut, Trump's 'One, Big Beautiful Bill' is delivering a major windfall to corporate America, with some of the richest companies now paying far less to the IRS," per Bloomberg
BREAKING: Iran's Foreign Minister Araghchi says what is happening between Iran and the US is an exchange of messages, either directly or through "friends," not "negotiations," per Bloomberg.
Bitcoin: zero formal BIP for quantum-resistant signatures; implementation 2-4 years minimum; Google Shor's algorithm: secp256k1 crackable by 2029; Q3 2026 BIP deadline
bitcoin core has zero formal BIP for quantum-resistant signatures with community consensus. implementation takes 2-4 years minimum. google's shor's algorithm improvement projects secp256k1 cracked by 2029. if no BIP emerges by Q3 2026, the math doesn't work. that's 6 months from
are they vibing the takedown requests too? [QT @dani_avila7: Got this email from GitHub, possibly related to the Claude Code codebase leak but the repo they're referencing is a fork of Anthropic's own public repo. It's not the codebase one, it's a repo with Skills, examples, docs, etc.]
Physical Intelligence: multimodal LLMs adapted for robotic control; "generality is more scalable than specialization" thesis; any robot, any task, any environment
Sergey on what changed recently that enabled robots to handle unexpected situations they were never trained for: 'The advent of multimodal LLMs that can be adapted to robotic control to bring common sense, that's a really important advance. If you naively approach a robotic...'
These are the top 10 best and worst performing S&P 500 stocks during Q1 2026. Best: Sandisk $SNDK +167.7% Lumentum $LITE +90.7% LyondellBasell $LYB +86.1% $DOW +78.1% APA Corp $APA 73.5% Moderna $MRNA +72.3% CF Industries $CF +67.9% Ciena $CIEN +66%
Buffett: stocks not cheap enough; "5 or 6%" discount "nothing"; Berkshire has dropped >50% three times in history; worst quarterly performance in 4 years
Warren Buffett is not ready to deploy his cash yet. "This [pullback] is nothing to make you get excited and think there's huge value if they're 5 or 6% cheaper. We aren't in it to make 5 or 6%."
Donald Trump's NATO allies are increasing resistance to getting involved in his Iran war, risking a deeper rupture in the already strained military bloc, per Bloomberg
The S&P 500 gained 2.9% today, its biggest up day since last May (China tariff pause rally). Important for investors to remember: volatility cuts both ways and is not linear over time. Big down days and big up days often occur near each other. $SPX
Holy based and nuclear-pilled 🚀☢️ Let's go @isaiah_p_taylor [QT @business: Valar Atomics is raising $450 million in equity and debt to build clusters of small nuclear reactors]
Warren Buffett is not ready to deploy his cash yet "This [pullback] is nothing to make you get excited and think there's huge value if they're 5 or 6% cheaper. We aren't in it to make 5 or 6%."
President Donald Trump plans to sit in on Wednesday's Supreme Court hearing on birthright citizenship, making him the first sitting president to attend oral arguments at the nation's highest court (via AP)
Grayscale DOGE spot ETF S-1 filed March 16; SEC/CFTC commodity classification March 17 (one day apart); 480M DOGE accumulated by large wallets in 3 days; OI flushed 57% Oct-Dec
grayscale filed the DOGE spot ETF S-1 on march 16. SEC/CFTC commodity classification dropped march 17. one day apart. open interest flushed 57% from october to december, 480m DOGE accumulated by large wallets in 3 days during that flush. X Money launching this month.
South Korea PMI: strongest expansion in 4+ years; SK chip exports: four-decade high; China Caixin PMI: expanding but price pressures intensifying; Japan PMI: slowing March
Perplexity was accused in a lawsuit of surreptitiously sharing the personal information of its users with Meta and Alphabet's Google in violation of California privacy laws
BlackRock has emerged as the biggest winner from the expanding alternatives portfolio of Australia's sovereign wealth fund, with its mandate growing 74% over two years
Copper rose more than 1% after US President Donald Trump said the war on Iran could end within two to three weeks, sparking a relief rally for riskier assets battered by global growth fears
Australia parliament passed legislation empowering export credit agency to physically buy, stockpile and sell fuels and critical minerals; PM Albanese rare national address
Australia's parliament passed legislation empowering the country's export credit agency to physically buy, stockpile and sell fuels alongside critical minerals, as the country suffers energy shortages triggered by the Middle East conflict
💁♂️🦋is this alignment? [QT @tokens: Hyperliquid surpasses $4.2 Trillion in cumulative perpetual trading volume. $HYPE is available on Solana https://t.co/xu2dcJMY0e]
Polymarket has seen several users bet specifically on U.S. military action related to Iran and rake in money. The lucrative payouts have raised concerns about the possibility of insider trading.
In today's Markets Daily India, we look at the side effects of the RBI's move to curb rupee bets, the carnage in bank stocks, and the probability of rupee hitting 100 to the dollar.
Woodside said liquefied natural gas and domestic gas production has restarted at its North West Shelf facility in Australia after a disruption by Severe Cyclone Narelle late last week.
BlackRock has emerged as the biggest winner from the expanding alternatives portfolio of Australia's sovereign wealth fund, with its mandate growing 74% over two years
Balyasny's Asia-Pacific Chief Operating Officer Eddie Lo is leaving the $33 billion hedge-fund firm after less than two years at the company, according to sources
Polymarket has seen several users bet specifically on U.S. military action related to Iran and rake in money. The lucrative payouts have raised concerns about the possibility of insider trading.
A number of Baidu's Apollo Go robotaxis suddenly stopped on the streets of China's Wuhan city on Tuesday, leaving passengers stranded and raising concerns about the safety and reliability of autonomous driving technology
Finally freed from a US‑imposed cap on its assets, Wells Fargo is deploying its pent-up financial power into the repo market at a time when the financial system is looking for another deep‑pocketed player.
Indonesia's abrupt pivot to expand its biodiesel mandate is the latest sign of how the war in Iran is reshaping energy policy, tightening global vegetable oil supplies as more gets funneled into fuel
The US Commodity Futures Trading Commission will focus on policing misconduct such as insider trading in prediction markets and manipulation in energy markets, the agency's new enforcement director said.
What peak personal OpenClaw performance looks like [QT @__tinygrad__: If you have a Thunderbolt or USB4 eGPU and a Mac, today is the day you've been waiting for! Apple finally approved our driver for both AMD and NVIDIA. It's so easy to install now a Qwen could do it, then it can run that Qwen...]
Over the past day, $SIREN squeezed over 120% to $2.07, now sitting at a $1.5B market cap. With that move, some notable onchain activity followed. One cluster withdrew 484.6M SIREN from Hedgey Finance in the past 24h, currently worth ~$1B. That is 48.5% of the total supply.
BoE: CCyB held at 2%; AI bank adoption could become financial stability threat; private credit first real stress test; MFS default highlights risky credit weaknesses
Microsoft pledged to invest $5.5 billion in Singapore through 2029 to support the country's artificial intelligence industry, accelerating its expansion in a hub for Asia's AI development
Over the past day, $SIREN squeezed over 120% to $2.07, now sitting at a $1.5B market cap. With that move, some notable onchain activity followed. One cluster withdrew 484.6M SIREN from Hedgey Finance in the past 24h, currently worth ~$1B. That is 48.5% of the total supply.
BoE: countercyclical capital buffer held at 2%; AI use by banks flagged as financial stability risk; private credit shock spillover risk; LDI pension sector resilient post-2022 reforms
GStack session checkpointing is useful when Claude Code starts getting worried about long context. Makes it easy to start a new window and pick up where you left off with full context from the prior workspace in a new, fresh context window. Surprising how useful it is.
India notched its second-highest month ever in filings for IPOs, even as broader equity markets remained subdued and investor sentiment stayed cautious
USYC flipped BUIDL at $2.4b but the entire bull case is one entity. 92% of BSC supply sits in binance treasury. $643m flowed from BUIDL to USYC in december with near-perfect symmetry. circle didn't win distribution. binance made a treasury management decision.
Malta is challenging the EU over who should have the ultimate say in regulating crypto companies, as it becomes a growing part of the small island's economy.
Microsoft pledged to invest $5.5 billion in Singapore through 2029 to support the country's artificial intelligence industry, accelerating its expansion in a hub for Asia's AI development
Over the past day, $SIREN squeezed over 120% to $2.07, now sitting at a $1.5B market cap. With that move, some notable onchain activity followed. One cluster withdrew 484.6M SIREN from Hedgey Finance in the past 24h, currently worth ~$1B. That is 48.5% of the total supply.
US Financial Conditions Index: 99.17 (tightest since June 2025); +0.77pts over 20 days (2nd-fastest tightening pace since March-April 2025); US mortgage rates 4th consecutive weekly rise to 6.57% (highest since August)
BREAKING: The US Financial Conditions Index is up to 99.17, the tightest financial conditions since June 2025. The index has surged +0.77 points over the last 20 days, the fastest increase since March-April 2025. This is also the 2nd-fastest pace of tightening since the 2022
Fed Barkin: 'I do not see inflation expectations at risk of breaking out'; 'goods firms feel pricing power is limited'; BoE Bailey: MPC may debate precautionary rate rise; markets 'getting ahead of themselves'; Fed Gov. Miran (dissent): policy 'too restrictive', inflation fears overstated
ARK is going to add private co OpenAI into some of its ETFs. I believe it's 4th ETF to do this, and def not the last. 3% weighting. Nice scoop from @shiringhaffary @isabelletanlee
Swiss finance minister Karin Keller-Sutter has filed a criminal complaint after being insulted with vulgar and sexist speech by Grok, the AI chatbot featured on Elon Musk's social media platform X
Looks like Europeans 🇪🇺 buying Tesla's $TSLA picked up big time in March [QT: Tesla $TSLA new car registrations in France 🇫🇷 jumped 203% year-on-year to 9,569 vehicles in March, just below the two-year record high. Registrations also rose 178% in Norway 🇳🇴, 144% in Sweden 🇸🇪 and 96% in Denmark 🇩🇰]
China's Huawei Technologies saw 2.2% revenue growth in 2025, as its core businesses of infrastructure and consumer devices reported modest growth, while its cloud computing business posted a 3.5% revenue decline.
We got a ticker for the upcoming iShares Bitcoin Premium Income ETF: $BITA. They just filed an amended S-1 for this highly anticipated sequel. No fee yet tho. My over/under is 38bps.
SENATOR LUMMIS ON CLARITY ACT: "DEVELOPERS, VALIDATORS, AND NODE OPERATORS WILL FINALLY HAVE A SAFE HARBOR AND WE CAN ENSURE AMERICAN INNOVATION CAN STAY RIGHT HERE ON US SOIL."
We're excited to announce the launch of 1 second Bitcoin up/down markets. You can now hedge your bags by trading on 1 second price movements with up to 100x leverage.
February retail sales +0.6% m/m vs. +0.5% est. & -0.1% prior; sales ex-auto +0.5% vs. 0.0% prior…control group +0.5% vs. +0.2% prior … strength in health/personal care and clothing; weakness in food/beverages and furniture
We got a ticker for the upcoming iShares Bitcoin Premium Income ETF: $BITA They just filed an amended S-1 for this highly anticipated sequel. No fee yet tho. My over/under is 38bps.
SENATOR LUMMIS ON CLARITY ACT: 'DEVELOPERS, VALIDATORS, AND NODE OPERATORS WILL FINALLY HAVE A SAFE HARBOR AND WE CAN ENSURE AMERICAN INNOVATION CAN STAY RIGHT HERE ON US SOIL.'
BlackRock CEO Larry Fink warns AI boom threatens to exacerbate inequality (Bloomberg); UK report: AI may eliminate best-paid jobs and erode tax revenue
WATCH: A 'system failure' stranded multiple Baidu Apollo Go vehicles on the roads of Wuhan, China, reigniting safety concerns over the fast-growing service
succinct's SP1 hypercube proved 93% of 10,000 live ethereum mainnet blocks at 10.3 seconds average. ethereum blocks take 12 seconds to produce. the proving is already faster than the block time. the entire L1-zkEVM enshrinement thesis lives or dies in that 7% failure gap.
Who thinks we should all listen to @elonmusk and stop training surgeons? [QT: Elon Musk just told the world to stop training surgeons. Not slow down. Stop. Musk: 'There'll probably be more Optimus robots that are great surgeons than there are all surgeons on Earth.']
Some Iranian nationals are now barred from entering or transiting through the United Arab Emirates, according to the country's flagship airlines, as the regional war enters its second month.
succinct's SP1 hypercube proved 93% of 10,000 live ethereum mainnet blocks at 10.3 seconds average. ethereum blocks take 12 seconds to produce. the proving is already faster than the block time. the entire L1-zkEVM enshrinement thesis lives or dies in that 7% failure gap. if they
We're excited to announce the launch of 1 second Bitcoin up/down markets. You can now hedge your bags by trading on 1 second price movements with up to 100x leverage.
US Feb retail sales +0.6% m/m vs +0.5% est (prev -0.1%); ex-auto +0.5%; control group +0.5% vs +0.2% est; Bloomberg US Economic Surprise Index near highest since late 2023
February retail sales +0.6% m/m vs. +0.5% est. & -0.1% prior; sales ex-auto +0.5% vs. 0.0% prior…control group +0.5% vs. +0.2% prior … strength in health/personal care and clothing; weakness in food/beverages and furniture
BofA: headline PCE peaks Q2 2026 at 3.8%, 70bp above prior forecast; 'inflation: higher for longer'; JPMorgan: only one BoE rate hike in 2026 (June, 25bp)
B of A: '.. Inflation: higher for longer .. our new headline PCE projections largely follow the oil forecast. Headline PCE inflation peaks in 2Q 2026 at 3.8%, and remains 70bp above our prior forecast for the rest of this year ..'
ByteDance Ltd.'s TikTok has dropped plans to invest in a new Irish data center in a blow to the country's reputation as a data center hub as it grapples with concerns over grid capacity.
Iran's Islamic Revolutionary Guard Corps (IRGC) has threatened attacks on a swath of U.S. tech companies with operations in the Middle East, including Nvidia, Apple, Microsoft and Google.
a16z: fully electrified economy needs 4x+ current generation capacity; AI data center demand driving natural gas turbine price surge; electricity demand 'accelerating faster than at any point in a generation'
Electricity demand is accelerating faster than at any point in a generation. Getting to a fully electrified economy means generation needs to grow more than four times from today's levels — and that estimate doesn't yet account for the next wave of AI infrastructure now coming
Boeing Co. shares rose as much as 5.6% after the Pentagon announced a framework deal with the company to triple production of a crucial Patriot missile component over seven years.
Macron-Takaichi Tokyo summit: agreed on 'need for ceasefire in Iran' and 'safe passage for shipping'; France described as 'Indo-Pacific nation' with Pacific territories
In a joint news conference with Japanese Prime Minister Sanae Takaichi, French President Emmanuel Macron said the two countries agreed on the need for a ceasefire in Iran and safe passage for shipping in the region
Citadel Securities-backed crypto exchange applies for US national trust bank charter; Trump administration's 'more welcoming policies' cited as catalyst
A cryptocurrency exchange backed by Citadel Securities joined a raft of companies applying to be a national trust bank under the Trump administration's more welcoming policies for the industry.
The US stock market just made history. The NYSE Tick Index spiked to 2,329 during Tuesday's trading session, the highest on record. The indicator tracks the difference between the number of stocks moving up and the number of stocks moving down on the NYSE throughout the trading
ByteDance Ltd.'s TikTok has dropped plans to invest in a new Irish data center in a blow to the country's reputation as a data center hub as it grapples with concerns over grid capacity.
A cryptocurrency exchange backed by Citadel Securities joined a raft of companies applying to be a national trust bank under the Trump administration's more welcoming policies for the industry.
BoC's Meeting Minutes: The governing council agreed to keep options open. BoC Governing Council felt that in the near term, risks to growth looked tilted towards the downside, whereas the oil price shock represented additional upside risk to inflation.
Bank of England Governor Andrew Bailey said that markets were still getting ahead of themselves by pricing in interest rate hikes by the central bank in response to the hit to the British economy from the Iran war.
Block's Owen Jennings says the correlation between headcount and output just broke. 'Late November, first week of December, there was a binary change... It became clear almost overnight, maybe in a couple of weeks, that now [agents] are incredibly capable of working with'
Our 1e23 Delphi run finished last night. It's loss was within 0.005 of the projected (preregistered) loss. Note that these projections were based on only training models over 100x smaller (3e20)! Still more work to do.
Franklin Templeton ($1.74T AUM) acquires 250 Digital (CoinFund liquid strategies arm); builds Franklin Crypto; deal closed during fear/greed index at 8/100
$1.74t AUM firm buying active crypto trading talent during an 8/100 fear and greed reading. this is not another ETF wrapper. perkins and ginns are leaving crypto-native
BoC's Meeting Minutes: The governing council agreed to keep options open. BoC Governing Council felt that in the near term, risks to growth looked tilted towards the downside, whereas the oil price shock represented additional upside risk to inflation.
WATCH: Bank of England Governor Andrew Bailey said that markets were still getting ahead of themselves by pricing in interest rate hikes by the central bank in response to the hit to the British economy from the Iran war
Block's Owen Jennings says the correlation between headcount and output just broke. 'Late November, first week of December, there was a binary change... It became clear almost overnight, maybe in a couple of weeks, that now [agents] are incredibly capable of working with'
Super Micro联合创始人Yih-Shyan"Wally"Liaw在曼哈顿联邦法庭就涉嫌帮助将数十亿美元英伟达驱动服务器非法转口至中国的指控正式不认罪。
Super Micro co-founder Yih-Shyan 'Wally' Liaw pleads not guilty; alleged illegal diversion of 'billions of dollars' in Nvidia-powered servers to China; hearing in Manhattan
Super Micro co-founder Yih-Shyan 'Wally' Liaw pleaded not guilty to charges that he helped illegally divert billions of dollars in Nvidia-powered servers to China in a hearing in Manhattan
BYD posted a seventh straight monthly sales decline in March, according to Reuters calculations, as the Chinese electric vehicle maker struggles with growing competition in the world's largest auto market.
US control retail sales + food services: +2.1% annualized over 6 months to Feb 2026; Dallas Fed: breakeven job growth possibly slightly negative (~-3,000/month)
Is inflation a problem? Sure. But, it is not like nominal consumers' spending is doing well in the first place. Over the six months ending in February, control retail sales and food services are up just 2.1% annualized. That's pretty anemic.
US manufacturers of soda bottles, peanut butter jars, sandwich bags and just about anything else made of plastic are getting squeezed as the Iran war chokes off supplies of key components.
Delivered performance, not peak chip specifications, drives AI factory productivity. Rigorous benchmarks are the only way to see past the noise. In MLPerf Inference v6.0, NVIDIA extreme co-design delivered the highest token output across the broadest range of models
Earlier this year, Novo Nordisk pulled off the best obesity-drug launch ever with its Wegovy pill and is now building on 600,000+ prescriptions as Eli Lilly threatens with a rival pill
Stellantis is discussing options for building electric vehicles in Canada with its Chinese partner, Leapmotor, a sign of how quickly the auto industry is being reshaped
Fundamental long/short hedge funds were down 5.03% on average in March, marking the worst monthly drawdown since January 2022 - Goldman Sachs Prime Brokerage Report.
A top Anthropic executive expects the company's general-purpose AI agent, Cowork, to reach a wider market than Claude Code, the hit product that helped turn the startup into an AI juggernaut.
Delivered performance, not peak chip specifications, drives AI factory productivity. Rigorous benchmarks are the only way to see past the noise. In MLPerf Inference v6.0, NVIDIA extreme co-design delivered the highest token output across the broadest range of models.
Estée Lauder and Spain's Puig are advancing in negotiations to combine, putting the two family-owned companies on track to create one of the world's largest luxury beauty players.
Sleep Number, which has seen its share price collapse more than 80% over the past two months, is seeking rescue financing to stave off other options including a potential bankruptcy, according to people familiar with the situation.
KKR's non-traded business development company KKR FS Income Trust, a type of private credit fund for retail investors, curbed redemptions after receiving an increase in such requests, according to a shareholder letter.
Bitcoin demand remains under pressure even as institutional buying picks up, suggesting the broader market is still selling the token, according to data analytics platform CryptoQuant.
Fundamental long/short hedge funds were down 5.03% on average in March, marking the worst monthly drawdown since January 2022 - Goldman Sachs Prime Brokerage Report.
Anthropic accidentally released source code for Claude Code; attributed to "process errors" in fast product release cycle (senior executive confirmation)
Anthropic's accidental release of source code for its popular AI coding agent was the result of "process errors" related to the startup's fast product release cycle, according to a senior executive at the company.
A top Anthropic executive expects the company's general-purpose AI agent, Cowork, to reach a wider market than Claude Code, the hit product that helped turn the startup into an AI juggernaut
gstack + Replit = Skynet [QT @pirroh: Garry is joining Replit as our most Distinguished Engineer. Together, we will bring gstack to the next billion software creators. 100k lines of code a day will be the new normal.]
Yesterday's PyTorch 2.11 live Q&A with Nikita Shulga and Andrey Talman, moderated by Chris Gottbrath, covered five major focus areas: FlexAttention with FlashAttention-4, differentiable collectives, MPS operator expansion, RNN/LSTM GPU export support, and hardware backend...
Estée Lauder and Spain's Puig are advancing in negotiations to combine, putting the two family-owned companies on track to create one of the world's largest luxury beauty players
Sleep Number, which has seen its share price collapse more than 80% over the past two months, is seeking rescue financing to stave off other options including a potential bankruptcy, according to people familiar with the situation
Ex-FTX engineering chief Nishad Singh will have to return $3.7 million in illegal profits under a settlement with the US derivatives regulator over his role at the collapsed cryptocurrency exchange