BREAKING: The US exported over 5 million barrels of oil per day last week, a record high, amid the Iran War. In aggregate, the US exported a record 12.7 million barrels of crude oil and refined products per day last week. As the Iran War leads to one of the largest energy [restructurings in history]
Policymakers at the ECB are leaning toward keeping interest rates unchanged this month, postponing their verdict on whether the fallout of the Iran war warrants a response
Anthropic has received several offers from investors for a new round of funding that could value the company at $800 billion or higher, up from $350 billion, per Bloomberg
Nvidia CEO Jensen Huang said that Anthropic's Mythos breakthrough shows that the US should seek greater cooperation with China so AI researchers in the world's two largest economies can agree on how to safely use the technology
A federal jury on Wednesday found that Live Nation and its subsidiary Ticketmaster violated the law by operating as a monopoly over the live event and ticketing market. The Manhattan jury reached the verdict on the fourth day of deliberations after a weekslong antitrust trial.
Spirit Airlines is at risk of being liquidated as rising jet fuel prices spurred by the US war with Iran further squeeze the bankrupt budget carrier's finances, according to sources
This is unusual. Allbirds, $BIRD, is a shoe company. Today, it said it will rebrand to Newbird AI. It will convert its assets to "acquire high-performance GPU assets." It finished up 580% today.
Treasury Secretary Scott Bessent warned on Wednesday that the United States is preparing to ramp up economic pain on Iran, saying the Republican administration is preparing action that will be the 'financial equivalent' of the bombing campaign.
US-Iran ceasefire expires next week; mediators pushing for 2-week extension; sides 'remain far apart' on nuclear program; Bloomberg reports extension under consideration
International mediators are pushing for new peace talks between the U.S. and Iran, and they're seeking to extend the ceasefire that's set to expire next week. But nothing is set in stone, and the sides remain far apart on issues like the fate of Iran's nuclear program and the [post-war territorial arrangements]
The Trump administration sanctioned more than a dozen entities tied to Iranian oil kingpin Hossein Shamkhani, part of its campaign to maintain maximum pressure on Tehran
BREAKING: The US exported over 5 million barrels of oil per day last week, a record high, amid the Iran War. In aggregate, the US exported a record 12.7 million barrels of crude oil and refined products per day last week. As the Iran War leads to one of the largest energy...
Interest on US federal debt has never been higher: In the first 6 months of Fiscal Year 2025, interest expense jumped +7% YoY, to $623 billion, the highest for this period in history. This is even higher than during the massive pandemic response in 2021, when the budget deficit...
Anthropic Mythos model breakthrough; Jensen Huang calls for US-China AI safety cooperation; Canada Finance Minister to raise with US Treasury Secretary Bessent
Nvidia CEO Jensen Huang said that Anthropic's Mythos breakthrough shows that the US should seek greater cooperation with China so AI researchers in the world's two largest economies can agree on how to safely use the technology
Spirit Airlines may no longer exist soon — Spirit Airlines is at risk of being liquidated as soon as this week with jet fuel prices increasing possibly being the final nail in the coffin for bankrupt airline Spirit - Bloomberg
A federal jury on Wednesday found that Live Nation and its subsidiary Ticketmaster violated the law by operating as a monopoly over the live event and ticketing market. The Manhattan jury reached the verdict on the fourth day of deliberations after a weekslong antitrust trial.
QVC Group said it intends to file for Chapter 11 bankruptcy as soon as Wednesday evening as the television shopping network grapples with viewer declines and a heavy debt burden
US-Iran ceasefire expires next week; mediators seek 2-week extension; ~7 weeks of war; Pakistan army chief in Tehran; sides 'far apart' on nuclear program
International mediators are pushing for new peace talks between the U.S. and Iran, and they're seeking to extend the ceasefire that's set to expire next week. But nothing is set in stone, and the sides remain far apart on issues like the fate of Iran's nuclear program and the...
Treasury Secretary Scott Bessent warned on Wednesday that the United States is preparing to ramp up economic pain on Iran, saying the Republican administration is preparing action that will be the 'financial equivalent' of the bombing campaign.
Interest on US federal debt has never been higher: In the first 6 months of Fiscal Year 2025, interest expense jumped +7% YoY, to $623 billion, the highest for this period in history. This is even higher than during the massive pandemic response in 2021, when the budget deficit
China's economic growth rebounded more than expected in the first quarter of 2026, suggesting limited spillovers so far from the war in Iran and giving policymakers more time to be patient with rolling out additional stimulus
Anthropic Mythos: breaches computer networks within hours; multiple infiltration techniques detected; Canada finance minister to raise with US Treasury Secretary Bessent
Jensen is talking his book (securing the bag for GPU sales to China). Dwarkesh is talking his roommate's book (Anthropic MTS that is tired of Chinese model distillation). The outcome is a bit painful to watch
Elon Musk's lieutenants have reached out to chip industry suppliers for his envisioned Terafab project, early steps in an audacious and likely arduous attempt to break into the production of cutting-edge chips
The U.S. stock market hit a record Wednesday after adding to its two-week rally built on hopes the war with Iran won't create a worst-case scenario for the global economy.
A jury found Live Nation and its subsidiary Ticketmaster are a monopoly in violation of federal and state laws. The trial could have implications for both the company and the entertainment industry. States argued Live Nation used its control of ticketing platforms and concert
QVC Group said it intends to file for Chapter 11 bankruptcy as soon as Wednesday evening as the television shopping network grapples with viewer declines and a heavy debt burden
If the U.S. and Iran aren't able to soon come to a deal, the Trump administration is setting the stage to shift its war campaign toward a more economic-focused effort aimed at choking Tehran into submission rather than relying on bombs alone.
Indian officials say the Iran war could be as disruptive to the economy as the Covid pandemic was six years ago and the damage could linger for years to come, threatening to knock the world's fastest-growing major nation off its path
Interest on US federal debt has never been higher: In the first 6 months of Fiscal Year 2025, interest expense jumped +7% YoY, to $623 billion, the highest for this period in history. This is even higher than during the massive pandemic response in 2021, when the budget deficit
On Wall Street, the benchmark S&P 500 and tech-heavy Nasdaq Composite rallied to record closing highs as investors were encouraged by corporate earnings and hopeful of progress in US-Iran talks.
Within hours of testing Anthropic's Mythos, a top AI researcher detected numerous techniques to infiltrate widely-used computing systems. Here's what happened next — and why companies and governments are worried
A jury found Live Nation and its subsidiary Ticketmaster are a monopoly in violation of federal and state laws. The trial could have implications for both the company and the entertainment industry.
International mediators are pushing for new peace talks between the United States and Iran, and they're seeking to extend the fragile ceasefire that's set to expire next week.
Trump: "trying to get a little breathing room between Israel and Lebanon", deal "will happen tomorrow"; Israel again invades Lebanon's south; first Israel-Lebanon direct talks in decades
China's economy picked up speed early in 2026 on strong exports and policy support, but cooling retail sales add urgency to Beijing's efforts to revive sluggish domestic consumption as the Iran war raises fresh risks to global demand and growth.
Interest on US federal debt has never been higher: In the first 6 months of Fiscal Year 2025, interest expense jumped +7% YoY, to $623 billion, the highest for this period in history. This is even higher than during the massive pandemic response in 2021, when the budget deficit
The thing about Elon is that however far he is in the game, he finds a way to go all-in triple or nothing. Tesla + SpaceX = ~$3T Already planning the world's most ambitious project with ~$5T-$13T of CapEx Truly civilizational scale effort. This is what it means to accelerate.
A jury found Live Nation and its subsidiary Ticketmaster are a monopoly in violation of federal and state laws. The trial could have implications for both the company and the entertainment industry.
Pakistan's army chief met Wednesday in Tehran with Iran's foreign minister in the latest diplomatic move to ease tensions in the Middle East and arrange a second round of negotiations between the United States and Iran after almost seven weeks of war.
Former President of Russia warning Russia will bomb drone factories in Europe that supply Ukraine. Why? Russia is either losing the war or mightily struggling against Ukraine. And it is drones that are giving Russia fits. Welcome to the 21st century.
China's economy picked up speed early in 2026 on strong exports and policy support, but cooling retail sales add urgency to Beijing's efforts to revive sluggish domestic consumption as the Iran war raises fresh risks to global demand and growth.
The thing about Elon is that however far he is in the game, he finds a way to go all-in triple or nothing. Tesla + SpaceX = ~$3T Already planning the world's most ambitious project with ~$5T-$13T of CapEx Truly civilizational scale effort. This is what it means to accelerate.
I kinda love the tension between the admin and Anthropic. It's like a beautifully toxic-symbiotic love-hate relationship. [QT @Cointelegraph: Treasury Secretary Scott Bessent calls Anthropic's Mythos a breakthrough that will keep America ahead of China in AI, saying the US currently leads by three to six months.]
Jensen Huang Dwarkesh podcast; export controls to China debate; 'US must lead open source'; Nvidia China GPU sales conflict of interest; AI accelerationist monoculture on export controls noted
Jensen is talking his book (securing the bag for GPU sales to China). Dwarkesh is talking his roommate's book (Anthropic MTS that is tired of Chinese model distillation) The outcome is a bit painful to watch
A jury found Live Nation and its subsidiary Ticketmaster are a monopoly in violation of federal and state laws. The trial could have implications for both the company and the entertainment industry.
Australia will raise defense spending to 3% of GDP by 2033, Defense Minister Richard Marles says, including increased outlays on drones as it responds to rising conflict globally and China's military buildup
Former President of Russia warning Russia will bomb drone factories in Europe that supply Ukraine. Why? Russia is either losing the war or mightily struggling against Ukraine. And it is drones that are giving Russia fits. Welcome to the 21st century.
China's economy picked up speed early in 2026 on strong exports and policy support, but cooling retail sales add urgency to Beijing's efforts to revive sluggish domestic consumption as the Iran war raises fresh risks to global demand and growth.
The US nearly turned into a net crude exporter last week for the first time since World War Two as shipments surged close to a record high to meet demand from Asian and European buyers scrambling to replace Middle East supplies cut by the Iran war
I kinda love the tension between the admin and Anthropic. It's like a beautifully toxic-symbiotic love-hate relationship. [QT @Cointelegraph: 🇺🇸 NEW: Treasury Secretary Scott Bessent calls Anthropic's Mythos a breakthrough that will keep America ahead of China in AI, saying the US currently leads by three to six months.]
The thing about Elon is that however far he is in the game, he finds a way to go all-in triple or nothing. Tesla + SpaceX = ~$3T Already planning the world's most ambitious project with ~$5T-$13T of CapEx Truly civilizational scale effort. This is what it means to accelerate.
Japan's Nikkei 225 Stock Average is headed for a record high close that would erase its losses from the Iran war on optimism the new peace talks may hasten the end to the conflict
Pakistan's army chief landed in Tehran to help revive US-Iran talks after failed negotiations in Islamabad. Field Marshal Asim Munir was welcomed by top Iranian officials amid ongoing mediation efforts
Trump: Israel-Lebanon ceasefire 'will happen tomorrow'; first high-level talks in decades; Senate blocks two resolutions on $450M bombs & bulldozers to Israel
Australia will raise defense spending to 3% of GDP by 2033, Defense Minister Richard Marles says, including increased outlays on drones as it responds to rising conflict globally and China's military buildup
Former President of Russia warning Russia will bomb drone factories in Europe that supply Ukraine. Why? Russia is either losing the war or mightily struggling against Ukraine. And it is drones that are giving Russia fits. Welcome to the 21st century.
The US nearly turned into a net crude exporter last week for the first time since World War Two as shipments surged close to a record high to meet demand from Asian and European buyers scrambling to replace Middle East supplies cut by the Iran war
At least two US-sanctioned, Iran-linked ships made their way through the Strait of Hormuz and into the Persian Gulf on Thursday, taking what may be a new route from the UAE, per Bloomberg
Pakistan's army chief landed in Tehran to help revive US-Iran talks after failed negotiations in Islamabad. Field Marshal Asim Munir was welcomed by top Iranian officials amid ongoing mediation efforts
Australia will raise defense spending to 3% of GDP by 2033, Defense Minister Richard Marles says, including increased outlays on drones as it responds to rising conflict globally and China's military buildup
Pakistan's army chief landed in Tehran to help revive US-Iran talks after failed negotiations in Islamabad. Field Marshal Asim Munir was welcomed by top Iranian officials amid ongoing mediation efforts
At least two US-sanctioned, Iran-linked ships made their way through the Strait of Hormuz and into the Persian Gulf on Thursday, taking what may be a new route from the UAE, per Bloomberg
China's economic growth rebounded more than expected in the first quarter of 2026, suggesting limited spillovers so far from the war in Iran but revealing few signs of turnaround in weak consumer spending
At least two US-sanctioned, Iran-linked ships made their way through the Strait of Hormuz and into the Persian Gulf on Thursday, taking what may be a new route from the UAE, per Bloomberg
South Korean President Lee Jae Myung is likely to join a European-led summit convened to discuss securing shipping through the Strait of Hormuz ahead of his upcoming trip to India and Vietnam
China's economic growth rebounded more than expected in the first quarter of 2026, suggesting limited spillovers so far from the war in Iran but revealing few signs of turnaround in weak consumer spending.
The odds of Fed Chair Jay Powell leaving the Fed's board by May 30 have fallen to 31%, according to Polymarket. The chances of Kevin Warsh getting confirmed to be the next Fed chair by May 15 have fallen to a record low of 40%, despite broad support for him as a candidate.
The claim of the Chancellor and PM that the economy was recovering nicely before Trump's Iran war has this morning been corroborated by @ONS. See attached. All history now though, due to Trump's extreme energy shock.
South Korean President Lee Jae Myung is likely to join a European-led summit convened to discuss securing shipping through the Strait of Hormuz ahead of his upcoming trip to India and Vietnam.
Global equities vaulted past their previous all-time highs in Asian trading as optimism grew about a deal to end the Iran war, while traders digested a buffet of economic data and critical earnings reports.
China's economic growth rebounded more than expected in the first quarter of 2026, suggesting limited spillovers so far from the war in Iran but revealing few signs of turnaround in weak consumer spending.
Warsh confirmation by May 15: 40% (record low); Powell departure by May 30: 31%; April 21 Senate hearing; Trump vows to fire Powell; DOJ probe ramps up
The odds of Fed Chair Jay Powell leaving the Fed's board by May 30 have fallen to 31%, according to Polymarket. The chances of Kevin Warsh getting confirmed to be the next Fed chair by May 15 have fallen to a record low of 40%, despite broad support for him as a candidate.
$PEP Pepsi Q1 2026 Earnings Organic rev. +2.6%, est. +2.4% Foods North America Revenue $6.33B, est. $6.27B Asia Pacific Rev. $1.14B, est. $1.09B Oper profit $3.21B, est. $2.93B
Anthropic major UK expansion; Mythos access to UK banks within one week; ECB scrutiny call scheduled; OpenAI first permanent London office announced same day
OpenAI continues to lose market share in GenAI website traffic, while $GOOGL Gemini, and Claude are gaining: - ChatGPT 56.72% vs 77.43% 12 months ago - Gemini 25.46% vs 6% 12 months ago - Claude 6.02% vs 1.4% 12 months ago At this point in the race its all about distribution &
TAIWAN SEMICONDUCTOR $TSM REPORTED EARNINGS THIS MORNING EPS of $3.49 beating expectations of 3.38🟢 Revenue of $35.9B beating expectations of $35.5B🟢 TSMC said next quarter it expects revenue to come in between $39B-$40.2B above expectations of $37.9B
US-Iran ceasefire expires next week; Pakistan mediating extension; Lebanon's Aoun: ceasefire 'natural way to enter direct talks'; global equities at all-time high
Israeli strike severs last bridge linking southern Lebanon to rest of country; IDF dismantles ~70 Hezbollah sites; Hamas comms commander Ahmed Abu Khdeira eliminated in Gaza City
Circle paid Coinbase $908M in 2025; 33% of total Circle revenue; Coinbase: 100% of USDC reserve income on platform + 50% of all else; contract renegotiates August 2026; $300-400M/yr improvement potential
circle paid coinbase $908m last year. that's 33% of total revenue gone under a deal where coinbase takes 100% of USDC reserve income on platform balances plus 50% of everything else. contract renegotiates august 2026. even a modest improvement to those terms is a $300-400m/year
Warsh Fed Chair hearing April 21; Powell leaving by May 30: 31% (Polymarket); Warsh confirmed by May 15: 40% (record low); Bessent: logic for Fed to hold rates
The odds of Fed Chair Jay Powell leaving the Fed's board by May 30 have fallen to 31%, according to Polymarket. The chances of Kevin Warsh getting confirmed to be the next Fed chair by May 15 have fallen to a record low of 40%, despite broad support for him as a candidate.
China's economic growth rebounded more than expected in the first quarter of 2026, suggesting limited spillovers so far from the war in Iran but revealing few signs of turnaround in weak consumer spending.
Anthropic is planning to release its closely watched Mythos AI model to UK financial institutions in the coming week, the firm's head of EMEA Pip White tells @tommackenzietv.
OpenAI continues to lose market share in GenAI website traffic, while $GOOGL Gemini, and Claude are gaining: - ChatGPT 56.72% vs 77.43% 12 months ago - Gemini 25.46% vs 6% 12 months ago - Claude 6.02% vs 1.4% 12 months ago At this point in the race its all about distribution &
TAIWAN SEMICONDUCTOR $TSM REPORTED EARNINGS THIS MORNING EPS of $3.49 beating expectations of 3.38🟢 Revenue of $35.9B beating expectations of $35.5B🟢 TSMC said next quarter it expects revenue to come in between $39B-$40.2B above expectations of $37.9B
The 6 biggest US banks posted a record $45 billion in trading revenue during Q1, up 17% YoY. Their stock prices have soared over the past year... $C: +110% $GS: +81% $MS: +78% $BAC: +46% $JPM: +34% $WFC: +27%
Global equities vaulted past their previous all-time highs in Asian trading as optimism grew about a deal to end the Iran war, while traders digested a buffet of economic data and critical earnings reports.
U.S. Marines conduct live hoist training on the flight deck of America-class amphibious assault ship USS Tripoli (LHA 7). Tripoli and its 3,500 Sailors and embarked Marines are executing the mission to blockade ships entering and departing Iranian ports.
Pakistan facilitating US-Iran ceasefire; ceasefire ends next week; Pakistan army chief as central figure; Turkey hosting regional security platform talks with Pakistan, Saudi Arabia, Egypt
Pakistan has emerged as the unlikely facilitator of US-Iran peace negotiations, and with the prospect of additional talks looming, the man at the center of those efforts is the country's powerful army chief.
Russia massive strike on Ukraine; defence industry targets (cruise missile/drone production); energy targets; Russian oil tanker attacked in Russian waters
Initial jobless claims down 207k vs. 213k est. & 218k prior; continuing claims at 1.818M vs. 1.810M est. & 1.787 prior… greatest increases in NY (+8.3k), CT (+1.8k), & CA (+1.3k); greatest decreases in OR (-3.2k), IL (-2.1k), & MD (-1.3k)
April @phildelphiafed Manufacturing Index rose to +26.7 vs. +10.0 est. & +18.1 prior…prices paid +59.3 vs. +44.7; new orders +33.0 vs. +8.6 prior; shipments +34.0 vs. +22.2 prior; employment -5.1 vs. +0.8
Next week the US will issue approximately 166 billion in tariff refunds: Waiting with bated breath for these companies to pass some of this back to consumers!
Microsoft Fairwater datacenter Wisconsin: live ahead of schedule; hundreds of thousands of GB200s in single seamless cluster; world's most powerful AI datacenter
Our Fairwater datacenter in Wisconsin is going live, ahead of schedule. As the world's most powerful AI datacenter, it will bring together hundreds of thousands of GB200s into a single seamless cluster. Congrats to all the teams who made this possible!
Google $GOOGL is reportedly negotiating an agreement with the 🇺🇸 Department of Defense The deal would let the Pentagon deploy Google's Gemini AI models in classified settings - The Information
Federal agencies bypassing White House ban on Anthropic to test Claude Mythos for cyber defense; ASA warns Mythos poses risk to financial system via SEC database
Mythos的快速渗透说明其能力已超越政策管控速度，政府内部形成既要用又要限的结构性矛盾。金融监管层面的风险警告则揭示出高能力AI接入关键金融基础设施的潜在系统性威胁。Anthropic同日另行推出能力相对受限的Claude Opus 4.7，产品矩阵分层逐渐清晰。
Welcome to April 16, 2026 The Singularity has acquired constituencies inside the government that banned it. Federal agencies are quietly sidestepping the White House's ban on Anthropic to test Claude Mythos for cyber defense,
Anthropic is planning a major expansion in London 🇬🇧 and has secured office space with a capacity for 800 people OpenAI earlier this week announced its first permanent London office with capacity for more than 500 employees - CNBC
The 6 biggest US banks posted a record $45 billion in trading revenue during Q1, up 17% YoY. Their stock prices have soared over the past year... $C: +110% $GS: +81% $MS: +78% $BAC: +46% $JPM: +34% $WFC: +27%
TSMC raised its annual revenue forecast and said it was stepping up capital spending this year as the world's biggest contract manufacturer of advanced AI chips scrambles to meet relentless hunger for its products.
S&P 500 +9.8% in 10 days: 99.7th percentile since 1950; 20 comparable cases since 1950; bulls at 31.7%; hedge fund net exposure 51% (21st percentile, 3yr)
99.7th percentile "momentum thrust" "The last 10-days have been unlike any 10-day period in the market since 1950... the S&P 500 is up 9.8% in 10-days, which is in the 99.7th percentile of all 10 day returns. Since 1950, there have been 20 cases where the stock market has risen
US naval blockade of Iranian ports; 14 vessels turned around in 72 hours; Gen. Caine: "If you do not comply with this blockade, we will use force"; Hegseth: blockade maintained "for as long as it takes"
U.S. forces are focused, vigilant, and highly motivated as they execute a blockade on vessels attempting to enter or exit Iranian ports. After 72 hours of enforcement, 14 vessels have turned around to comply with the blockade at the direction of American forces.
BREAKING: The IEA announces that Europe has just 6 weeks worth of jet fuel remaining as the Iran War shortage worsens. The IEA also says that many flights may soon be cancelled as a result. Jet fuel prices in Europe soared over +100% amid the war.
Initial jobless claims down 207k vs. 213k est. & 218k prior; continuing claims at 1.818M vs. 1.810M est. & 1.787 prior… greatest increases in NY (+8.3k), CT (+1.8k), & CA (+1.3k); greatest decreases in OR (-3.2k), IL (-2.1k), & MD (-1.3k)
April @phildelphiafed Manufacturing Index rose to +26.7 vs. +10.0 est. & +18.1 prior…prices paid +59.3 vs. +44.7; new orders +33.0 vs. +8.6 prior; shipments +34.0 vs. +22.2 prior; employment -5.1 vs. +0.8
Our Fairwater datacenter in Wisconsin is going live, ahead of schedule. As the world's most powerful AI datacenter, it will bring together hundreds of thousands of GB200s into a single seamless cluster. Congrats to all the teams who made this possible!
Google $GOOGL is reportedly negotiating an agreement with the 🇺🇸 Department of Defense The deal would let the Pentagon deploy Google's Gemini AI models in classified settings - The Information
美国证券协会（ASA）警告称Anthropic最新模型Mythos可通过SEC数据库对交易者及金融系统构成风险；与此同时Anthropic推出Claude Opus 4.7，官方将其描述为能力"整体弱于"Mythos；另有报道称多个联邦机构正绕过白宫禁令秘密测试Claude Mythos用于网络防御。
Claude Mythos; ASA warning; SEC database risk; Claude Opus 4.7 'broadly less capable'; federal agencies testing Mythos despite White House ban on Anthropic
Anthropic's new artificial intelligence model Mythos could put traders and the broader financial system at risk through a Securities and Exchange Commission database, the American Securities Association said Thursday
Earnings week for the Big 6 banks included record-smashing results for trading desks. CEOs say their private credit portfolios remain sound and the US economy remains resilient. They're also trying to gauge the AI threat from Mythos.
U.S. forces are focused, vigilant, and highly motivated as they execute a blockade on vessels attempting to enter or exit Iranian ports. After 72 hours of enforcement, 14 vessels have turned around to comply with the blockade at the direction of American forces.
BREAKING: The IEA announces that Europe has just 6 weeks worth of jet fuel remaining as the Iran War shortage worsens. The IEA also says that many flights may soon be cancelled as a result. Jet fuel prices in Europe soared over +100% amid the war.
The US and Iran are considering an extension of their two-week ceasefire to secure more time to negotiate a peace deal. Here's what to know about the hurdles to a longer-lasting agreement.
PER COINDESK MARCH 2026 EXCHANGE REVIEW: BINANCE CAPTURED OVER 60% OF TRADFI-LINKED PERPETUAL VOLUME ON CEXS, WITH GOLD ENTERING THE TOP 5 CEX DERIVATIVES ASSETS FOR THE FIRST TIME
The International Energy Agency's head warned Thursday that Europe maybe has six weeks left of jet fuel as the airline industry continues to grapple with headwinds due to the Middle East crisis. IEA Executive Director Fatih Birol said the Strait of Hormuz blockade will result in...
US small businesses are highly concerned about the economy: The NFIB Small Business Optimism Index dropped -3.0 points in March, to 95.8, the lowest since April 2025. This marks the 3rd consecutive monthly decline, bringing the gauge below its 52-year average of 98.0.
Opus 4.7 just dropped and it is exactly what I predicted in this article. Basically Mythos is NOT not shipping because it's too powerful/threatening (that's only part of it). The real reasons is it's just too expensive to run so we should expect a distilled Opus bump in short
Federal agencies bypassing White House ban; testing Claude Mythos for cyber defense; ASA warns Mythos poses risk via SEC database; Big 6 banks 'gauging AI threat from Mythos'
Welcome to April 16, 2026 The Singularity has acquired constituencies inside the government that banned it. Federal agencies are quietly sidestepping the White House's ban on Anthropic to test Claude Mythos for cyber defense,
Volkswagen AG's decision to cease production of its sole US-made electric model will cost the carmaker as much as $600 million in writedowns in the first quarter.
Earnings week for the Big 6 banks included record-smashing results for trading desks. CEOs say their private credit portfolios remain sound and the US economy remains resilient. They're also trying to gauge the AI threat from Mythos.
BREAKING: President Trump says he is inviting Lebanon's President Aoun and Israel's Prime Minister Netanyahu to the White House for the first talks between Israel and Lebanon since 1983.
14 vessels turned around in 72 hrs; General Caine: 'will use force' for non-compliance; Hegseth: 'for as long as it takes'; US Navy stopped 13 ships (Pentagon)
U.S. forces are focused, vigilant, and highly motivated as they execute a blockade on vessels attempting to enter or exit Iranian ports. After 72 hours of enforcement, 14 vessels have turned around to comply with the blockade at the direction of American forces.
US small businesses are highly concerned about the economy: The NFIB Small Business Optimism Index dropped -3.0 points in March, to 95.8, the lowest since April 2025. This marks the 3rd consecutive monthly decline, bringing the gauge below its 52-year average of 98.0.
Introducing Claude Opus 4.7, our most capable Opus model yet. It handles long-running tasks with more rigor, follows instructions more precisely, and verifies its own outputs before reporting back. You can hand off your hardest work with less supervision.
OpenAI is releasing an update to Codex. Codex can now operate your computer alongside you. Adds background computer use to Codex. Can now use all of apps on your computer.
Great news [NEW: Schwab Crypto will roll out to retail clients in the coming weeks, giving direct access to spot bitcoin and ethereum trading, priced at 75 basis points.]
Quantum-linked stocks are skyrocketing: South Korean firms ICTK and Axgate soared +30% and reached their daily trading limit during Wednesday's session. At the same time, China's GuoChuang Software and QuantumCTek, along with Japan's Fixstars, each surged at least +8%.
Volkswagen AG's decision to cease production of its sole US-made electric model will cost the carmaker as much as $600 million in writedowns in the first quarter.
Spirit Airlines could liquidate as early as this week, according to people familiar with the matter. They spoke on the condition of anonymity to discuss matters that had not yet been made public. The budget carrier has been struggling to regain its footing from its second bankruptcy.
10-day Israel-Lebanon ceasefire, effective 5 PM ET Apr 16; includes Hezbollah; first Israel-Lebanon talks since 1983; Trump invited Netanyahu and Aoun to White House
Trump: Iran agreed to 'almost everything'; Iran to return nuclear material; deal 'very close'; next meeting possibly over weekend; potential signing in Islamabad
Pentagon: 10,000+ additional troops to Middle East in coming days; Gen. Caine: 'will use force' for blockade non-compliance; forces 'ready to resume at a moment's notice'
Some Gulf Arab and European leaders believe a US-Iran peace deal could take around six months to reach, with calls to extend the current ceasefire over that period. They are urging the immediate reopening of the Strait of Hormuz to restore energy flows, warning privately that a prolonged conflict could put further pressure on the region's economies.
Sorry was jus testing the Tether Wallet 🤣 [Tether Acquires 951 BTC, Total Holdings Reach 97,141 BTC — Fifth-Largest On-Chain Holder. A Bitcoin reserve address associated with Tether withdrew 951 BTC (approximately $70.47 million) from Bitfinex, representing part of its Q1 2026 purchases.]
Former Treasury Secretary Henry Paulson called on US authorities to prepare a back-up plan in order to avert a potential collapse in demand for Treasuries
BREAKING: The market-implied odds of the US entering a recession by the end of 2026 have declined to 28%. Interest rate cuts are now expected to be paused through September 2027.
Anthropic发布Claude Opus 4.7，定位为迄今最强Opus系列模型，强化长任务执行、指令遵循精确度与输出自验证能力。
Claude Opus 4.7: improved long-running tasks, instruction following, self-verification before reporting; analyst: distilled version due to Mythos cost constraints
Opus 4.7 just dropped and it is exactly what I predicted in this article. Basically Mythos is NOT not shipping because it's too powerful/threatening (that's only part of it). The real reasons is it's just too expensive to run so we should expect a distilled Opus bump in short
Codex update: background computer use on Mac, runs all native apps, ongoing/repeatable tasks, image creation, learns user preferences
此次更新将Codex从代码助手升级为通用计算机代理，能够在后台自主执行跨应用复杂任务。Box CEO Aaron Levie将其评价为面向知识工作者的智能体形态的重大跃迁，包括起草报告、建立数据室等工作将可交由代理自主完成，与Perplexity同日发布的Personal Computer本地编排功能形成直接竞争。
The new Codex is another jump in what agents will look like for knowledge workers. Agents that can code, work with tools, and use computers, can begin to execute long running tasks in the background for all areas of work. This can mean drafting reports, setting up data rooms
Quantum-linked stocks are skyrocketing: South Korean firms ICTK and Axgate soared +30% and reached their daily trading limit during Wednesday's session. At the same time, China's GuoChuang Software and QuantumCTek, along with Japan's Fixstars, each surged at least +8%.
Spirit Airlines could liquidate as early as this week, according to people familiar with the matter. They spoke on the condition of anonymity to discuss matters that had not yet been made public. The budget carrier has been struggling to regain its footing from its second
10-day ceasefire Israel-Lebanon: starts 5 PM ET Apr 16; White House talks invite Netanyahu + Aoun; Israeli ministers say deal "imposed on Israel"; IDF to remain in 10km buffer zone
US-Iran peace deal: ~6 months per Gulf/European leaders; Trump: Iran agreed to "almost everything", "very close to a deal"; possible signing in Islamabad
BREAKING: Leaders of Gulf and European countries believe that a peace deal between the US and Iran will take six months to be reached, per Bloomberg. Details include: 1. Gulf and European leaders are urging the US and Iran to extend their ceasefire to cover that timeframe 2.
Great news [QT @TheBlockCo: NEW: Schwab Crypto will roll out to retail clients in the coming weeks, giving direct access to spot bitcoin and ethereum trading, priced at 75 basis points.]
Former Treasury Secretary Henry Paulson called on US authorities to prepare a back-up plan in order to avert a potential collapse in demand for Treasuries
The new Codex is another jump in what agents will look like for knowledge workers. Agents that can code, work with tools, and use computers, can begin to execute long running tasks in the background for all areas of work. This can mean drafting reports, setting up data rooms
NFLX Q1: EPS $1.23 vs $0.66 y/y; Rev $12.25B vs $12.17B est; FCF $5.09B vs $2.67B est; Q2 EPS guide $0.78 vs $0.84 est; Q2 Rev guide $12.57B vs $12.64B est; Q2 op margin guide 32.6% vs 34.4% est
Netlfix Q1 2026 Earnings $NFLX EPS $1.23, vs. $0.66 y/y Rev. $12.25B, est. $12.17B Free cash flow $5.09B, est. $2.67B Sees Q2 EPS $0.78, est. $0.84 Sees Q2 rev. $12.57B, est. $12.64B Sees Q2 operating income $4.11B, est. $4.34B Sees Q2 operating margin 32.6%, est. 34.4% Sees FY
Spirit Airlines could liquidate as early as this week, according to people familiar with the matter. They spoke on the condition of anonymity to discuss matters that had not yet been made public. The budget carrier has been struggling to regain its footing from its second
President Donald Trump says in a social media post that Israel and Lebanon have agreed to a 10-day ceasefire. It's set to begin Thursday at 5 p.m. New York time.
BREAKING: The House narrowly failed to pass a resolution to end Trump's war with Iran, losing by a single vote, 213–214. Only one Democrat, Jared Golden, voted with Republicans to allow the war effort to continue.
Strait of Hormuz: only 3 vessels passed yesterday (CNBC); Gulf/European officials privately estimate ~6 months for peace deal; calls to extend ceasefire to match
~6 weeks jet fuel supply remaining in Europe (IEA); Norse Atlantic cuts all LA flights; KLM cancels 160 flights; Panama Canal 3.5-day delays, one ship paid extra $4M to jump queue
Europe has "maybe six weeks or so" of remaining jet fuel supplies, the head of the International Energy Agency said Thursday in a wide-ranging interview with the AP. Fatih Birol warned of possible flight cancellations "soon" if oil supplies remain blocked by the Iran war.
It could take up to two years to recover a significant share of oil and gas production that has disrupted by the Iran war, Fatih Birol, executive director of the International Energy Agency, said.
Anthropic's new Mythos model is showing the world just how powerful AI really can be and it has banks, tech giants and governments scrambling to understand what could change for cybersecurity and the future of the internet
OpenAI is releasing an update to Codex. Codex can now operate your computer alongside you. Adds background computer use to Codex. Can now use all of apps on your computer.
NFLX Q1: EPS $1.23 vs $0.76 est; Revenue $12.25B vs $12.18B est; FCF $5.09B vs $2.67B est; Q2 EPS guide $0.78 vs $0.84 est; Q2 op margin guide 32.6% vs 34.4% est; Reed Hastings board exit June 2026
Netflix Q1 2026 Earnings $NFLX EPS $1.23, vs. $0.66 y/y Rev. $12.25B, est. $12.17B Free cash flow $5.09B, est. $2.67B Sees Q2 EPS $0.78, est. $0.84 Sees Q2 rev. $12.57B, est. $12.64B Sees Q2 operating income $4.11B, est. $4.34B Sees Q2 operating margin 32.6%, est. 34.4%
Gulf/European leaders: 6 months to US-Iran peace deal (Bloomberg); Trump: 'fairly successful'; Iran 'agreed to almost everything'; next meeting possibly this weekend; Trump willing to travel to Pakistan
BREAKING: Leaders of Gulf and European countries believe that a peace deal between the US and Iran will take six months to be reached, per Bloomberg. Details include: 1. Gulf and European leaders are urging the US and Iran to extend their ceasefire to cover that timeframe 2.
BREAKING: The House narrowly failed to pass a resolution to end Trump's war with Iran, losing by a single vote, 213–214. Only one Democrat, Jared Golden, voted with Republicans to allow the war effort to continue.
Israel-Lebanon: 10-day ceasefire; IDF to maintain 10km security zone; Netanyahu demands Hezbollah dismantlement; US State Dept: Lebanon must prevent Hezbollah attacks on Israel
President Donald Trump said that Israel and Lebanon had agreed to a 10-day ceasefire, a move that would ease broader tensions between Washington and Tehran
Only 3 boats through Strait of Hormuz yesterday (CNBC); top 100 oil/gas companies earn extra $30M/hour (Guardian); Panama Canal: 3.5-day delays, one vessel paid extra $4M
The 100 biggest oil and gas companies on Earth are making an extra $30 million in profit every hour thanks to the war on Iran, according to The Guardian.
BREAKING: US import prices rose +0.8% MoM in March, the 2nd-largest monthly increase since April 2025. YoY, import prices surged +2.1%, the largest annual increase since December 2024. This comes as imported fuel prices rose +2.9% MoM, while natural gas prices dropped -71.0%
Europe has "maybe six weeks or so" of remaining jet fuel supplies, the head of the International Energy Agency said Thursday in a wide-ranging interview with the AP. Fatih Birol warned of possible flight cancellations "soon" if oil supplies remain blocked by the Iran war.
The new Codex is another jump in what agents will look like for knowledge workers. Agents that can code, work with tools, and use computers, can begin to execute long running tasks in the background for all areas of work. This can mean drafting reports, setting up data rooms
Q1 EPS $1.23 vs $0.77 est; Revenue $12.25B vs $12.17B est; FCF $5.09B vs $2.67B est; Q2 EPS guide $0.78 vs $0.84 est; Q2 rev guide $12.57B vs $12.64B est; stock -9% AH; Reed Hastings exits board June 2026 after 29 years
Netflix Q1 2026 Earnings $NFLX EPS $1.23, vs. $0.66 y/y Rev. $12.25B, est. $12.17B Free cash flow $5.09B, est. $2.67B Sees Q2 EPS $0.78, est. $0.84 Sees Q2 rev. $12.57B, est. $12.64B Sees Q2 operating income $4.11B, est. $4.34B Sees Q2 operating margin 32.6%, est. 34.4%
10,000+ US service members; 12+ ships; 100+ aircraft; USS Abraham Lincoln (CVN 72) Arabian Sea; USS Michael Murphy (DDG 112) Gulf of Oman; NOT blockading Strait of Hormuz
USS Abraham Lincoln (CVN 72) transits the Arabian Sea as the United States blockades Iran's ports and coastline. U.S. forces are NOT blockading the Strait of Hormuz. More than 10,000 American service members, 12+ ships, and 100+ aircraft have enforced the blockade in regional
Israel-Lebanon 10-day ceasefire; Iran welcomes as part of Iran-US ceasefire framework mediated by Pakistan; Israeli military still striking Hezbollah launchers same day; Bank of Israel to upgrade 2026 growth projection
BREAKING: China's crude oil production is up to a record 4.6 million barrels per day. In Q1 2026, total oil production in the country rose +1.3% YoY, to 4.4 million barrels per day. Since 2018, Chinese oil output has risen +1.0 million barrels per day.
Europe has 'maybe six weeks or so' of remaining jet fuel supplies, the head of the International Energy Agency said Thursday in a wide-ranging interview with the AP. Fatih Birol warned of possible flight cancellations 'soon' if oil supplies remain blocked by the Iran war.
Announcing GPT-Rosalind, our frontier model for life science research. This model is a step towards one of our most important goals — accelerating science and improving human outcomes. Excited to work with many amazing partners on deploying and improving this model.
White House to give US agencies access to Anthropic's Claude Mythos (per Politico); banks, tech giants, governments scrambling on cybersecurity implications
Claude Mythos的政府级部署标志着前沿AI模型正式进入国家治理层面，被视为AI能力已达到国家安全相关门槛的强烈信号。Anthropic三年前刚创收，上月已跨越300亿美元年化收入，政府合同将进一步强化其商业护城河。
The process by which AI labs select which firms in the economy are 'qualified' to use a frontier model may become profoundly political one day soon. If AI gets as good as I think it will, and if compute is severely constrained, pharmaceutical companies will bid against one other
Oh yes oh yes [QT @xDaily: NEWS: xAI plans to supply tens of thousands of GPUs to coding startup Cursor to train its upcoming Composer 2.5 AI model, marking a strategic shift toward providing cloud computing services to third-party developers. The arrangement, according to Business Insider, allows Cursor]
A massive congratulations to @CoreWeave on securing three landmark deals in a single week with @Meta, @AnthropicAI, and @JaneStreetGroup. These high-demand workloads are supported by a sophisticated infrastructure stack capable of managing mixed-generation clusters.
NFLX Q1: EPS $1.23 vs $0.76 est; Rev $12.25B vs $12.18B est; FCF $5.09B vs $2.67B est (incl. $2.8B WBD breakup fee); Q2 Rev guide $12.57B vs $12.63B est; Q2 op margin 32.6% vs 34.4% est; AH -9%; Reed Hastings departing board after 29 years
Netflix Q1 2026 Earnings $NFLX EPS $1.23, vs. $0.66 y/y Rev. $12.25B, est. $12.17B Free cash flow $5.09B, est. $2.67B Sees Q2 EPS $0.78, est. $0.84 Sees Q2 rev. $12.57B, est. $12.64B Sees Q2 operating income $4.11B, est. $4.34B Sees Q2 operating margin 32.6%, est. 34.4% Sees FY
NASDAQ gained +0.36% today….its 12th consecutive positive day and longest winning streak since 2009 [Past performance is no guarantee of future results]
US blockade of Iranian ports/coastline: 10,000+ troops, 12+ ships, 100+ aircraft; USS Abraham Lincoln CVN-72; USS Michael Murphy DDG-112; NOT blockading Strait of Hormuz
USS Abraham Lincoln (CVN 72) transits the Arabian Sea as the United States blockades Iran's ports and coastline. U.S. forces are NOT blockading the Strait of Hormuz. More than 10,000 American service members, 12+ ships, and 100+ aircraft have enforced the blockade in regional
Israel-Lebanon 10-day ceasefire announced by Trump, now in effect; Iran: part of Iran-US ceasefire framework mediated by Pakistan; Hezbollah: no confirmation of compliance
largest broker in america adds crypto via @paxos $10 trillion in assets, 38m retail accoints, nearly 6m workplace accounts [QT @CharlesSchwab: Schwab Crypto™ is on the way. Schwab Crypto accounts (offered by Charles Schwab Premier Bank, SSB) will provide direct access to Bitcoin and Ethereum trading, in-depth digital assets education, and more.]
The "Buy Now, Pay Later" crisis: 47% of Buy Now, Pay Later (BNPL) users were late in paying their BNPL loans over the last year. This percentage has risen +6 points from 2025 levels and +13 points over the last 2 years. High-income borrowers, young adults, men, and parents of [children are the most affected groups]
AI agents are exploding in popularity. As the AI Revolution advances, we are seeing massive growth in Agentic AI. Between 2025 and 2030, revenue in this market is set to grow at a CAGR of 43.3%, rising to ~$48.3 billion per year. As a result, Nvidia's CEO Jensen Huang has [identified this as central to the AI revolution]
Today, Adm. Brad Cooper, CENTCOM commander, completed his second trip to the Middle East in the last 15 days. He engaged regional partners in six different countries and visited with U.S. troops.
ethena went from 90% perps exposure to 88% T-Bills in one quarter. $15b USDe supply collapsed to $5.8b. sUSDe yields sitting at 3.5%. they survived the funding rate crisis by becoming a money market fund with extra smart contract risk. if the fed cuts to 2-3%, sUSDe yield goes [negative vs alternatives]
jupiter market share dropped from 90% to 82% in 4 months. dflow, titan, OKX DEX eating into their routing edge. jupiter's response is building RPC 2.0 with helius, triton, and anza to vertically integrate the entire solana read layer. $150m annual revenue, $602m market cap, and [more competition ahead]
For Europe, the energy 'crisis' in natural gas and electricity is, essentially, over. Sure, it can re-start if the ceasefire collapses, and Iran were to attack Qatar. But as now, it's gone. And, let's be clear, it was never a threat to start with as 2022 was. Key for ECB/BoE.
The 'Buy Now, Pay Later' crisis: 47% of Buy Now, Pay Later (BNPL) users were late in paying their BNPL loans over the last year. This percentage has risen +6 points from 2025 levels and +13 points over the last 2 years. High-income borrowers, young adults, men, and parents of...
been running GLM-5 as my daily driver for Openclaw + Hermes for 2 weeks now. the first open model where I don't really miss Sonnet/Opus. can still use more powerful models for deep-dive tasks and sub agents. open weights FTW
Slide-deck and spreadsheet jockeys are no longer the best in class for consulting firms who can outsource that work to AI. Now, firms have reassessed entry-level roles and how they recruit for them
Days after Hungarian Prime Minister Viktor Orbán was ousted by an opposition campaign with an anti-corruption message, Democrats want to try the same playbook against President Donald Trump before the midterm elections.
jupiter market share dropped from 90% to 82% in 4 months. dflow, titan, OKX DEX eating into their routing edge. jupiter's response is building RPC 2.0 with helius, triton, and anza to vertically integrate the entire solana read layer. $150m annual revenue, $602m market cap, and
The 'Buy Now, Pay Later' crisis: 47% of Buy Now, Pay Later (BNPL) users were late in paying their BNPL loans over the last year. This percentage has risen +6 points from 2025 levels and +13 points over the last 2 years. High-income borrowers, young adults, men, and parents of
Israel-Lebanon: first direct talks in decades; ceasefire expected 'soon'; triggered by latest Israel-Hezbollah war; met with both high hopes and condemnation
Former SEC division director Brett Redfearn has joined tokenization firm @Securitize as president. Redfearn previously served as director of the SEC's division of trading and markets and later worked at Coinbase as head of capital markets - WSJ
Does anyone remember Dec 21, 2017, when Long Island Iced Tea rebranded as Long Blockchain? It was up 183% that day. It was less than a week after the peak in Bitcoin's price, which then went on to fall 80% over the next year. I know, this time is different.
Trump renewed his threat to fire Jerome Powell if he doesn't sail into the sunset when his term ends next month. His threat may be bluster, but it's also self-destructive. Readers may have noticed this is becoming a presidential habit.
Elon Musk's lieutenants have reached out to chip industry suppliers for his envisioned Terafab project, early steps in an audacious and likely arduous attempt to break into the production of cutting-edge chips
Days after Hungarian Prime Minister Viktor Orbán was ousted by an opposition campaign with an anti-corruption message, Democrats want to try the same playbook against President Donald Trump before the midterm elections.
Just days after saying Chinese carmakers should be kept out of America, Ford's top executive said his company is looking to expand business ties to Chinese automakers
Former SEC division director Brett Redfearn has joined tokenization firm @Securitize as president. Redfearn previously served as director of the SEC's division of trading and markets and later worked at Coinbase as head of capital markets - WSJ
Allbirds stock +875% intraday after AI rebrand; Biancoresearch compared to Long Island Iced Tea→Long Blockchain Dec 21 2017 (+183%, then BTC -80% over next year)
Allbirds暴涨被资深宏观分析师Biancoresearch援引2017年Long Blockchain案例视为市场情绪过热的经典泡沫信号，末句'I know, this time is different'为反讽点睛。历史类比指向AI概念炒作或已接近情绪高点，名称驱动型炒作的周期规律值得投资者高度警惕。
Does anyone remember Dec 21, 2017, when Long Island Iced Tea rebranded as Long Blockchain? It was up 183% that day. It was less than a week after the peak in Bitcoin's price, which then went on to fall 80% over the next year. I know, this time is different.
For Europe, the energy "crisis" in natural gas and electricity is, essentially, over. Sure, it can re-start if the ceasefire collapses, and Iran were to attack Qatar. But as now, it's gone. And, let's be clear, it was never a threat to start with as 2022 was. Key for ECB/BoE.
Australian unemployment held steady in March as hiring persisted in the face of shockwaves from the US-Israeli war on Iran, which has driven up fuel prices and given another leg up to inflationary pressures
Jensen is talking his book (securing the bag for GPU sales to China). Dwarkesh is talking his roommate's book (Anthropic MTS that is tired of Chinese model distillation) The outcome is a bit painful to watch
I kinda love the tension between the admin and Anthropic. It's like a beautifully toxic-symbiotic love-hate relationship. [QT @Cointelegraph: Treasury Secretary Scott Bessent calls Anthropic's Mythos a breakthrough that will keep America ahead of China in AI, saying the US currently leads by three to six months.]
Just put the shoes in the bag 😭 We don't need another neocloud spac [QT @theinformation: If you've been looking for a former shoe company that's pivoted to AI to invest in, we've got a lead for you. Allbirds announced that after essentially selling its core shoe business, that it is going to raise money and pivot the public shell company to AI]
Australia will raise defense spending to 3% of GDP by 2033, Defense Minister Richard Marles says, including increased outlays on drones as it responds to rising conflict globally and China's military buildup
House Republicans are calling for US sanctions against Chinese entities that improperly extract results from leading US AI models to develop their own competing systems
Former SEC division director Brett Redfearn has joined tokenization firm @Securitize as president. Redfearn previously served as director of the SEC's division of trading and markets and later worked at Coinbase as head of capital markets - WSJ
Does anyone remember Dec 21, 2017, when Long Island Iced Tea rebranded as Long Blockchain? It was up 183% that day. It was less than a week after the peak in Bitcoin's price, which then went on to fall 80% over the next year. I know, this time is different.
ready cards launched on solana yesterday. the immediate trade is the physical-digital spread. PSA 10 graded cards have established physical market prices. digital equivalents on ready cards will price at 20-30% discount during early discovery. buy digital, burn token, redeem
USOIL 🛢️ A massive 22-year descending sleeper pattern is now in play on the oil charts. There's a very good reason why nobody wants to see oil break and hold above $120 .. the consequences would be explosive. If this oil dragon fully awakens, the classic measured move rule
Japan's Nikkei 225 Stock Average is headed for a record high close that would erase its losses from the Iran war on optimism the new peace talks may hasten the end to the conflict
House Republicans are calling for US sanctions against Chinese entities that improperly extract results from leading US AI models to develop their own competing systems
Does anyone remember Dec 21, 2017, when Long Island Iced Tea rebranded as Long Blockchain? It was up 183% that day. It was less than a week after the peak in Bitcoin's price, which then went on to fall 80% over the next year. I know, this time is different.
JUST IN: JD Vance's anti-fraud task force has reportedly suspended 447 hospices & 23 home health agencies suspected of fraud totaling $600 million+ in LA alone.
Chamath: Q-Day risk is real; timeline 'pulled in closer in time with every major model breakthrough'; AI acceleration = crypto encryption acceleration risk
Wow! For me, Chamath agreeing to the risk of potentially breaking of crypto encryption is a big thing. 🤖🔐 [QT @chamath: As discussed on @theallinpod a few weeks ago…this risk is real and, imo, q-day gets pulled in closer in time with every major model breakthrough.]
Ready Cards launched on Solana; digital PSA 10 graded card tokens pricing at 20-30% discount to physical market during price discovery; burn token to redeem physical
ready cards launched on solana yesterday. the immediate trade is the physical-digital spread. PSA 10 graded cards have established physical market prices. digital equivalents on ready cards will price at 20-30% discount during early discovery. buy digital, burn token, redeem
USOIL 🛢️ A massive 22-year descending sleeper pattern is now in play on the oil charts. There's a very good reason why nobody wants to see oil break and hold above $120 .. the consequences would be explosive.
always a real feeling of magic to ask codex to perform a task that requires finding information scattered across slack, google docs, notion, and various internal tools, and it just figures it out
House Republicans are calling for US sanctions against Chinese entities that improperly extract results from leading US AI models to develop their own competing systems
Wow! For me, Chamath agreeing to the risk of potentially breaking of crypto encryption is a big thing. 🤖🔐 [QT @chamath: As discussed on @theallinpod a few weeks ago…this risk is real and, imo, q-day gets pulled in closer in time with every major model breakthrough.]
ready cards launched on solana yesterday. the immediate trade is the physical-digital spread. PSA 10 graded cards have established physical market prices. digital equivalents on ready cards will price at 20-30% discount during early discovery. buy digital, burn token, redeem
always a real feeling of magic to ask codex to perform a task that requires finding information scattered across slack, google docs, notion, and various internal tools, and it just figures it out
North Asia's tech-heavy equity markets offer better risk-reward than their South and Southeast Asian peers that are relatively more vulnerable to the oil shock triggered by the Iran war, according to Goldman Sachs
Hancock Prospecting, owned by Australia's richest person Gina Rinehart, and Rio Tinto must pay what could amount to hundreds of millions of dollars in royalties from iron ore mines to her father's former business partners, a court ruled.
so many memes have giant multi month W bottoms just need to see some actual follow through $pengu is extremely close to breaking back into the cloud for first time in 189 days
always a real feeling of magic to ask codex to perform a task that requires finding information scattered across slack, google docs, notion, and various internal tools, and it just figures it out
So, given the Dwarkesh interview, Mythos was really a natsec-maxxing psyop to push the admin to stop selling GPUs to China so that they can temporarily slow down the non-stop distillation assault on Claude by Chinese companies. Got it.
New Zealand Finance Minister Nicola Willis said finance chiefs gathered in Washington are increasingly uneasy about the lack of clarity over what comes next in the Middle East — and how countries should prepare
Arm CEO Rene Haas says moments of reflection highlight the scale of Arm's technology, telling @TomMackenzieTV the number of chips produced far exceeds the total number of humans who have ever lived
AI won't entirely replace engineers, but it's ratcheting up the pressure on the futures of the 1.5 million computer science grads India churns out each year.
Big Tech companies say northern Spain's AI buildout is going so well, it should be a model for other parts of the EU. For local residents, the reality is more complicated.
so many memes have giant multi month W bottoms just need to see some actual follow through $pengu is extremely close tobreaking back into the cloud for first time in 189 days
I had a fascinating conversation with AI minister Kanishka Narayan (@KanishkaNarayan) about the government's new AI investment fund, how the government is making contingencies for AI eliminating jobs and for AI Armageddon, and how to incorporate AI in the classroom.
Big Tech companies say northern Spain's AI buildout is going so well, it should be a model for other parts of the EU. For local residents, the reality is more complicated.
South Korean President Lee Jae Myung is likely to join a European-led summit convened to discuss securing shipping through the Strait of Hormuz ahead of his upcoming trip to India and Vietnam
Adam Back: 'Bitcoin should prepare NOW for quantum threats'; ETH pitched as 'first global financial system that is quantum secure'; Rigetti raises $139M same day
UNC: single buyer grabbed 37.45% of supply at $6k market cap; airdropped to 2,000 verified on-chain traders; $4B total claimed value; 3rd largest airdrop in crypto history from a single accumulator
UNC's distribution play is the most interesting shitter launch mechanic in months. one buyer grabbed 37.45% of supply at $6k market cap, airdropped it to 2,000 verified on-chain traders. $4b in total claimed value. 3rd largest airdrop in crypto history from a single accumulator
Fewer German companies are investing in the US due to President Donald Trump's trade tariffs and instead shift their focus to China and other Asian countries, according to a survey.
Pip White, Anthropic's EMEA head, tells @TomMackenzieTV the firm will slow down new model releases for the safe development of AI, even if it has a commercial impact.
QVC said it intends to file for Chapter 11 bankruptcy imminently, as the television shopping network grapples with declining viewers and a heavy debt burden.
North Korea has significantly increased its capacity to produce nuclear weapons, according to the International Atomic Energy Agency. Here's what to know about the country's nuclear capabilities.
UNC token; single buyer 37.45% supply at $6k market cap; airdropped to 2,000 verified on-chain traders; $4B total claimed value; 3rd largest airdrop in crypto history
UNC's distribution play is the most interesting shitter launch mechanic in months. one buyer grabbed 37.45% of supply at $6k market cap, airdropped it to 2,000 verified on-chain traders. $4b in total claimed value. 3rd largest airdrop in crypto history from a single accumulator
Oracle $ORCL and Amazon Web Services $AMZN just announced a partnership to "expand multicloud networking" "By establishing connectivity between Oracle Interconnect and AWS Interconnect–multicloud customers will have access to a fast, private, managed connection to run
The Chinese 🇨🇳 government is reportedly pressuring Spain 🇪🇸 to help stop European Union 🇪🇺 proposals aimed at making the bloc's companies more competitive - Bloomberg
Bots > humans on web now [QT: Bots are 58% of global web traffic, officially the majority - @worldnetwork's World ID verifies you're human, not an AI agent. Co-founded by @sama - $ORBS holds 277M $WLD — largest publicly disclosed institutional position]
Israeli Defense Official on Lebanon: A ceasefire could be announced on Thursday night. We are at a crossroads. Nothing is final, but it could happen today - Axios.
Guess who's licensed in Pakistan? [QT @LLuciano_BTC: 📍Pakistan allows banks to open accounts for licensed crypto firms, reversing 2018 ban. Big move 🇵🇰]
Quantum-linked stocks are skyrocketing: South Korean firms ICTK and Axgate soared +30% and reached their daily trading limit during Wednesday's session. At the same time, China's GuoChuang Software and QuantumCTek, along with Japan's Fixstars, each surged at least +8%.
Uranium Royalty agreed to buy Sweetwater Royalties for about $1.1 billion, a deal that would create a new US-listed company to capitalize on growing demand for nuclear fuel as countries build new reactors
PER COINDESK MARCH 2026 EXCHANGE REVIEW: BINANCE CAPTURED OVER 60% OF TRADFI-LINKED PERPETUAL VOLUME ON CEXS, WITH GOLD ENTERING THE TOP 5 CEX DERIVATIVES ASSETS FOR THE FIRST TIME
Decentralized finance platform Drift Protocol plans to relaunch after securing around $150 million in funding from a consortium led by stablecoin issuer Tether Holdings SA.
Former Treasury Secretary Paulson warns of 'vicious' bond crash; US to sell $77B 6-mo bills, $89B 3-mo bills, $13B 20-yr bonds, $26B 5-yr TIPS week of Apr 20
Freddie Mac: US 30-Yr fixed rate mortgage averages 6.30% in April 16 week vs 6.37% prior week. Freddie Mac: 15-Yr fixed-rate mortgage averaged 5.65% as of April 16
Tether froze 3.29M USDT to the hackers. Tether cares. [The attacker created fake token contracts and added liquidity in fresh pools, likely misleading the oracle and validation layer. In total, at least ~$7.6M was extracted]
PER COINDESK MARCH 2026 EXCHANGE REVIEW: BINANCE CAPTURED OVER 60% OF TRADFI-LINKED PERPETUAL VOLUME ON CEXS, WITH GOLD ENTERING THE TOP 5 CEX DERIVATIVES ASSETS FOR THE FIRST TIME
Decentralized finance platform Drift Protocol plans to relaunch after securing around $150 million in funding from a consortium led by stablecoin issuer Tether Holdings SA.
Freddie Mac: US 30-Yr fixed rate mortgage averages 6.30% in April 16 week vs 6.37% prior week. Freddie Mac: 15-Yr fixed-rate mortgage averaged 5.65% as of April 16
OpenAI is rolling out an early version of GPT-Rosalind an AI model meant to speed up drug discoveries OpenAI said some of the people using the model include with Moderna $MRNA and Amgen $AMGN - Bloomberg
Perplexity Personal Computer: Mac app, secure orchestration across local files, native apps, browser; direct competition with OpenAI Codex
Personal Computer功能将Perplexity从AI搜索工具向本地操作系统层延伸，与OpenAI同日发布的Codex电脑操作能力形成直接竞争。本地数据处理的隐私架构或成关键差异化卖点，AI代理的设备端争夺正式打响。
Perplexity just posted this: "Today we're releasing Personal Computer. Personal Computer integrates with the Perplexity Mac App for secure orchestration across your local files, native apps, and browser."
OFAC sanctions: 5 individuals + 7 companies in Nicaragua gold sector; Murillo-Ortega regime accused of confiscating US-owned property to fund political power
The Murillo-Ortega dictatorship has sought to fill its own coffers through the use of these gold companies and co-conspirators by confiscating American investments in Nicaragua and using it to generate funds to maintain its political power. The United States will not allow the
The U.S. Senate passed a House Joint Resolution (H.J. Res 140) in a 50–49 vote to overturn a 20-year ban on mining near the Boundary Waters Canoe Area Wilderness. This legislation removes protections for roughly 250,000 acres in the Superior National Forest, allowing the
Sorry was jus testing the Tether Wallet 🤣 [QT @WuBlockchain: Tether Acquires 951 BTC, Total Holdings Reach 97,141 BTC — Fifth-Largest On-Chain Holder A Bitcoin reserve address associated with Tether withdrew 951 BTC (approximately $70.47 million) from Bitfinex, representing part of its Q1 2026 purchases.]
Tether froze 3.29M USDT to the hackers. Tether cares. [QT @CertiKAlert: #CertiKInsight 🚨 We have seen an incident affecting @rhea_finance The attacker created fake token contracts and added liquidity in fresh pools, likely misleading the oracle and validation layer. In total, at least ~$7.6M was extracted]
BREAKING: The market-implied odds of the US entering a recession by the end of 2026 have declined to 28%. Interest rate cuts are now expected to be paused through September 2027.
I really hope this means they're collaborating more deeply across product [xAI plans to supply tens of thousands of GPUs to coding startup Cursor to train its upcoming Composer 2.5 AI model, marking a strategic shift toward providing cloud computing services to third-party developers. The arrangement, according to Business Insider, allows Cursor]
OpenAI is rolling out an early version of GPT-Rosalind an AI model meant to speed up drug discoveries. OpenAI said some of the people using the model include with Moderna $MRNA and Amgen $AMGN - Bloomberg
JPMorgan was released from a two-year enforcement action by US regulators who had accused the biggest US bank of failing to properly monitor conduct of its employees and clients
The Murillo-Ortega dictatorship has sought to fill its own coffers through the use of these gold companies and co-conspirators by confiscating American investments in Nicaragua and using it to generate funds to maintain its political power. The United States will not allow the
BREAKING: The market-implied odds of the US entering a recession by the end of 2026 have declined to 28%. Interest rate cuts are now expected to be paused through September 2027.
Slash: $100M Series C at $1.4B valuation; led by Ribbit Capital, co-led by Khosla Ventures & Goodwater Cap; Twin: AI agent autonomously manages/transacts bank accounts
The Murillo-Ortega dictatorship has sought to fill its own coffers through the use of these gold companies and co-conspirators by confiscating American investments in Nicaragua and using it to generate funds to maintain its political power. The United States will not allow the
stack0G just locked 142m 0G tokens into a nasdaq-listed vehicle on april 3. that's 21% of total supply acquired for $107m against a $306m market cap. a publicly traded company paid 35 cents on the dollar for over a fifth of supply and removed it from circulation. the float
CELO CELOccelerate: 97% governance approval; all stablecoin gas fees auto-swapped to CELO → community fund; 178M monthly transactions currently paying gas in cUSD
CELO just passed CELOccelerate with 97% approval. the mechanic: all stablecoin gas fees on the network get auto-swapped into CELO and sent to the community fund. 178m monthly transactions currently paying gas in cUSD about to become a continuous native token bid. no other L1
BREAKING: China's crude oil production is up to a record 4.6 million barrels per day. In Q1 2026, total oil production in the country rose +1.3% YoY, to 4.4 million barrels per day. Since 2018, Chinese oil output has risen +1.0 million barrels per day.
Oh yes oh yes 😍 [xAI plans to supply tens of thousands of GPUs to coding startup Cursor to train its upcoming Composer 2.5 AI model, marking a strategic shift toward providing cloud computing services to third-party developers. The arrangement, according to Business Insider, allows Cursor]
OpenAI is rolling out an early version of GPT-Rosalind an AI model meant to speed up drug discoveries. OpenAI said some of the people using the model include with Moderna $MRNA and Amgen $AMGN - Bloomberg
stack0G just locked 142m 0G tokens into a nasdaq-listed vehicle on april 3. that's 21% of total supply acquired for $107m against a $306m market cap. a publicly traded company paid 35 cents on the dollar for over a fifth of supply and removed it from circulation. the float
CELO just passed CELOccelerate with 97% approval. the mechanic: all stablecoin gas fees on the network get auto-swapped into CELO and sent to the community fund. 178m monthly transactions currently paying gas in cUSD about to become a continuous native token bid. no other L1
$pengu +10% today... currently trying to break above 100DMA and enter the cloud, huge area [so many memes have giant multi month W bottoms just need to see some actual follow through $pengu is extremely close to breaking back into the cloud for first time in 189 days]
Australia's wheat acreage for the 2026/27 crop is expected to fall to a seven-year low as weak prices and shortages of fertilizer and fuel weigh on harvest prospects
Raytheon $RTX was just awarded a $904.6M contract with the 🇺🇸 Army to support 'the low-rate initial production of five Lower Tier Air and Missile Defense System units'
The UK and France will host a summit to discuss setting up a naval force that would ensure freedom of navigation in the Strait of Hormuz, as Europe seeks to rebut US claims that it's not doing enough to secure the waterway
Pope Leo XIV condemns manipulation of religion for 'military, economic and political gain'; Trump: 'I have a right to disagree with Pope Leo XIV's views on Iran'
Pope Leo has posted a message on X, condemning those who manipulate religion for their own gain "Woe to those who manipulate religion and the very name of God for their own military, economic and political gain, dragging that which is sacred into darkness and filth."
Anduril 'Barracuda' cruise missile: designed to 'scare China into not taking action on Taiwan'; emphasis on mass manufacturability; presented on Japanese TV
Car Factories [QT @A1Anduril: Anduril Founder @PalmerLuckey Presents the 'Barracuda' Cruise Missile on Japanese TV: 'This is designed to scare China into not taking action on Taiwan. It has a very specific purpose.' '[We] design our cruise missiles so that they can be very easily manufactured by]
hyperliquid's real moat isn't the tech. it's that regulation makes it illegal for binance to offer permissionless listings. $154b in HIP-3 volume across markets that no compliant CEX can ever create. 34% of all perp DEX volume at $6b daily. every token binance delists, every
CELO just passed CELOccelerate with 97% approval. the mechanic: all stablecoin gas fees on the network get auto-swapped into CELO and sent to the community fund. 178m monthly transactions currently paying gas in cUSD about to become a continuous native token bid. no other L1
Artemis co-founder (founded 2022): 'tokens don't make sense; value enabled by blockchains accrues to equities'; shutting down or pivoting after 4 years
"tokens don't make sense" artemis gonna mark an absolutely perfect bottom, never forget [QT @jonbma: Dear Crypto, It took us 4 years to admit the hard truth: tokens don't make sense and value enabled by blockchains accrues to equities. We built @artemis in 2022 to bring fundamentals to crypto.]