BREAKING: US stock market futures open sharply lower as Iran War peace talks stall and Iran closes the Strait of Hormuz: 1. S&P 500: -1.0% 2. Nasdaq 100: -1.1% 3. Dow Jones: -1.0% 4. WTI Crude: +8.5% 5. Brent: +8.0% 6. Natural Gas: +1.5% The US-Iran ceasefire is set to expire
Google $GOOGL is reportedly in talks with Marvell $MRVL to develop two new AI related chips. One of the chips is a memory processing unit designed to work with Google's TPU and the other chip is a new TPU built specifically for running AI models - The Information
US Navy seized Iranian-flagged cargo vessel, Gulf of Oman, April 19; en route from China to Iran; first interception since naval blockade began; guided-missile warship involved
U.S. Forces Disable Vessel Attempting to Enter Iranian Port, Violate Blockade TAMPA, Fla. – U.S. forces operating in the Arabian Sea enforced naval blockade measures against an Iranian-flagged cargo vessel attempting to sail toward an Iranian port, April 19. Guided-missile
Iran closes Strait of Hormuz; Iranian state media declares second-round US-Iran talks 'false'; cites US 'excessive demands, unreasonable expectations, frequent shifts in positions'; ceasefire set to expire
BREAKING: Iranian state media calls reports of another round of US-Iran talks in Pakistan "false" and issues a statement. The statement says: "US excessive demands, unreasonable and unrealistic expectations, frequent shifts in positions, continuous contradictions, and the
BREAKING: US stock market futures open sharply lower as Iran War peace talks stall and Iran closes the Strait of Hormuz: 1. S&P 500: -1.0% 2. Nasdaq 100: -1.1% 3. Dow Jones: -1.0% 4. WTI Crude: +8.5% 5. Brent: +8.0% 6. Natural Gas: +1.5% The US-Iran ceasefire is set to expire
US Navy seized Iranian-flagged cargo vessel (Gulf of Oman); ship en route from China to Iran; Iran drone attack on US military ships; Strait of Hormuz closed
伊朗军方将美军扣押货船定性为「海上武装抢劫」，誓言以牙还牙并随即以无人机实施报复，标志着美伊冲突从外交博弈升级为直接军事对抗。霍尔木兹海峡封锁对全球约20%的石油贸易构成系统性威胁。伊朗议长更在社交媒体发布Bloomberg终端命令（EUCRBRDT Index GP GO）评论「vibe trading」，折射出德黑兰对能源市场的高度关注。
BREAKING: Iran says it has attacked US military ships with drones in retaliation for the US striking and seizing an Iranian cargo vessel in the Strait of Hormuz, per Tasnim.
With the U.S.-Iran standoff over the strait sharpening and the ceasefire expiring by Wednesday, it was not clear where President Trump's earlier announcement on new talks with Iran now stood. He had said U.S. negotiators would head to Pakistan on Monday.
This could be significant, if Iran follows through on these threats [QT: BREAKING NEWS: Iran plans to completely cut off oil exports from the Middle East. The Tasnim News Agency reports that Iran plans to strike the following targets: - The Yanbu pipeline in Saudi Arabia, which is used to bypass the Strait of Hormuz - The Fujairah facility in the
Pump.fun Q1 2026 revenue: $123M; #1 on Solana; $1M/day PUMP buybacks; single $352M buyback March 31 removed 33.2% of total supply; token -60% from TGE; team holds 50% supply
https://t.co/eQ9skbAnnv generated $123m in Q1 2026. #1 revenue app on solana. $1m/day in PUMP buybacks. team executed a single $352m buyback on march 31 that removed 33.2% of total supply. token is still down 60% from TGE. the math is simple. team holds 50% of supply and already
Q: "The Treasury Secretary said that the Federal Reserve should wait and see about this Iran war before lowering interest rates. Do you agree with that?" Trump: "No, I don't agree. I think we should have lower interest rates."
Google $GOOGL is reportedly in talks with Marvell $MRVL to develop two new AI related chips. One of the chips is a memory processing unit designed to work with Google's TPU and the other chip is a new TPU built specifically for running AI models - The Information
Nevada's largest utility says it will need three times the electricity required to power Las Vegas just to handle proposed data centers — and it probably can't do that without fossil fuels.
Eli Lilly $LLY is in advanced talks to acquire Kelonia Therapeutics for $2+ Billion. "Privately held Kelonia is developing a next-generation treatment for the blood cancer multiple myeloma" - WSJ
BREAKING: Iran says it has attacked US military ships with drones in retaliation for the US striking and seizing an Iranian cargo vessel in the Strait of Hormuz, per Tasnim.
This could be significant, if Iran follows through on these threats [QT: Iran plans to strike the following targets: - The Yanbu pipeline in Saudi Arabia, which is used to bypass the Strait of Hormuz - The Fujairah facility in the
With the U.S.-Iran standoff over the strait sharpening and the ceasefire expiring by Wednesday, it was not clear where President Trump's earlier announcement on new talks with Iran now stood. He had said U.S. negotiators would head to Pakistan on Monday.
Fertilizer prices have moved up to their highest levels since May 2022, rising 53% YoY. About a third of global fertilizer supply passes through the Strait of Hormuz. This will drive food price inflation higher in the coming weeks/months.
The global smartphone market is facing a historic decline: Global smartphone shipments are set to fall -13% YoY in 2026, or -160 million units, to ~1.1 billion, according to IDC. This marks a sharp drop from a +2% growth in 2025 and +6% in 2024.
NSA deploying Anthropic Mythos; DoD officials on record: Anthropic is a 'supply chain risk'; Singapore MAS urging banks to address Mythos cybersecurity concerns
Anthropic is so horny to merge with the government, they just don't want it to be this one and want to have a veto on Democracy unfortunately [QT @axios: SCOOP: The NSA is using Anthropic's Mythos despite top officials at the Department of Defense — which oversees the NSA — insisting the company is a "supply chain risk"]
Eli Lilly $LLY is in advanced talks to acquire Kelonia Therapeutics for $2+ Billion "Privately held Kelonia is developing a next-generation treatment for the blood cancer multiple myeloma" - WSJ
S&P 500: -7% YTD on March 30 (12th worst start ever) → +4.5% YTD now; retail stocks outperform mutual fund picks by +11 ppts in April (best relative month since Nov 2020)
On March 30, the S&P 500 was down 7% in 2026, the 12th worst start to a year in history. After one of the biggest 3-week rallies ever, it's now up +4.5% YTD and above the average year at this point in time (+3%). There is no impossible in markets. $SPX
US Navy fired upon and boarded Iranian-flagged cargo ship in Gulf of Oman — first seizure in US blockade of Strait of Hormuz; Iran launched drone attacks on US military vessels in retaliation
Tensions in the Iran war ratcheted up over the weekend as the US Navy fired upon and boarded an Iranian-flagged cargo ship in the Gulf of Oman. It's the first seizure in the US blockade of the Strait of Hormuz
With the U.S.-Iran standoff over the strait sharpening and the ceasefire expiring by Wednesday, it was not clear where President Trump's earlier announcement on new talks with Iran now stood. He had said U.S. negotiators would head to Pakistan on Monday.
The Netherlands is activating Phase 1 of the national oil crisis plan for the first time, which means the government sees a distorted oil market and a genuine supply risk. The cabinet is expected to pair that move
Market liquidity is improving: Top of book depth in the S&P 500 futures jumped to $10.8 million in the week ending Tuesday, the highest since January. This marks a +440% increase from the ~$2.0 million low recorded last month. The current reading is also higher than 84.6% of
Fertilizer prices have moved up to their highest levels since May 2022, rising 53% YoY. About a third of global fertilizer supply passes through the Strait of Hormuz. This will drive food price inflation higher in the coming weeks/months.
NSA using Anthropic Mythos; DoD officials label Anthropic 'supply chain risk'; Singapore MAS issues cybersecurity warning to banks over Mythos concerns
Anthropic is so horny to merge with the government, they just don't want it to be this one and want to have a veto on Democracy unfortunately [QT @axios: SCOOP: The NSA is using Anthropic's Mythos despite top officials at the Department of Defense — which oversees the NSA — insisting the company is a 'supply chain risk'
The global smartphone market is facing a historic decline: Global smartphone shipments are set to fall -13% YoY in 2026, or -160 million units, to ~1.1 billion, according to IDC. This marks a sharp drop from a +2% growth in 2025 and +6% in 2024. The decline is being driven by
First US seizure in blockade of Strait of Hormuz (Gulf of Oman); Iran retaliatory drone attacks on US Navy vessels; ceasefire talks in uncertainty; EM currencies weakened; copper fell from recent highs
Tensions in the Iran war ratcheted up over the weekend as the US Navy fired upon and boarded an Iranian-flagged cargo ship in the Gulf of Oman. It's the first seizure in the US blockade of the Strait of Hormuz
Let's say the Iranian regime was crazy/evil enough to do this. It would unite the world against it. Forever. The US would destroy Kharg Island & all energy infrastructure in Iran, vaporizing its entire economy overnight. With the world cheering on. And all for what? [QT @MarioNawfal: Iran threatening to nuke the world's oil supply: hitting Saudi's Yanbu pipeline, UAE's Fujairah terminal, and letting Houthis fully close Bab el-Mandeb. That combo could knock out 32% of global oil overnight.]
The US wage growth gap is historically wide: After-tax wages for higher-income households rose +5.6% YoY in March on a 3-month moving average basis, the highest in at least 3 years. At the same time, lower-income earners saw their wages grow just +1.0% YoY, near the lowest in at least 3 years.
The global smartphone market is facing a historic decline: Global smartphone shipments are set to fall -13% YoY in 2026, or -160 million units, to ~1.1 billion, according to IDC. This marks a sharp drop from a +2% growth in 2025 and +6% in 2024.
On March 30, the S&P 500 was down 7% in 2026, the 12th worst start to a year in history. After one of the biggest 3-week rallies ever, it's now up +4.5% YTD and above the average year at this point in time (+3%). There is no impossible in markets. $SPX
Tensions in the Iran war ratcheted up over the weekend as the US Navy fired upon and boarded an Iranian-flagged cargo ship in the Gulf of Oman. It's the first seizure in the US blockade of the Strait of Hormuz
Cruise ships evacuating through Strait of Hormuz during brief reopening; copper fell from highest close since early February; ceasefire talks uncertain
Several cruise ships trapped in the Persian Gulf as a result of the Iran war raced to exit through the Strait of Hormuz over the weekend, taking advantage of a brief reopening of the passageway.
After-tax wages for higher-income households rose +5.6% YoY in March on a 3-month moving average basis, the highest in at least 3 years. At the same time, lower-income earners saw their wages grow just +1.0% YoY, near the lowest in at
U.S. Marines depart amphibious assault ship USS Tripoli (LHA 7) by helicopter and transit over the Arabian Sea to board and seize M/V Touska. The Marines rappelled onto the Iranian-flagged vessel, April 19, after guided-missile destroyer USS Spruance (DDG 111) disabled Touska's
Let's say the Iranian regime was crazy/evil enough to do this. It would unite the world against it. Forever. The US would destroy Kharg Island & all energy infrastructure in Iran, vaporizing its entire economy overnight. With a vengeful world cheering on. And all for what?
🎯STRUCK: A loaded and ready-to-fire launcher in the area of Qalaouiye in southern Lebanon, north of the Forward Defense Line, in order to prevent a direct threat to the communities of northern Israel.
The US opened its largest defense exercises with the Philippines on Monday, underscoring how Washington is sustaining military presence in the Indo Pacific to counter China amid war in the Middle East
The US wage growth gap is historically wide: After-tax wages for higher-income households rose +5.6% YoY in March on a 3-month moving average basis, the highest in at least 3 years. At the same time, lower-income earners saw their wages grow just+1.0% YoY, near the lowest in at least 3 years.
USS Tripoli (LHA 7) + USS Spruance (DDG 111) seized Iranian-flagged M/V Touska on April 19; Strait of Hormuz commercial traffic at virtual standstill; Tehran reimposed controls
U.S. Marines depart amphibious assault ship USS Tripoli (LHA 7) by helicopter and transit over the Arabian Sea to board and seize M/V Touska. The Marines rappelled onto the Iranian-flagged vessel, April 19, after guided-missile destroyer USS Spruance (DDG 111) disabled Touska's
Trump announces new US-Iran talks in Pakistan; threatens to resume bombing and target civilian infrastructure if no deal; contradictory statements from both sides on talks
Logic dictates that the Iran war should end soon, because a resumption works for neither side. But we're no longer in a world of logic, writes @MarcChampion1
🎯STRUCK: A loaded and ready-to-fire launcher in the area of Qalaouiye in southern Lebanon, north of the Forward Defense Line, in order to prevent a direct threat to the communities of northern Israel.
Iran FM: no 2nd round planned; US proposals 'unserious', demands 'unrealistic'; enriched uranium transfer 'never been on table'; senior source: gaps 'have not narrowed'
'No plan for second round of negotiations'; 'Transfer of enriched uranium never been on table'; 'Differences over nuclear programme remain unresolved, gaps have not narrowed'
US seizes Iranian cargo ship; Iran reimposed Hormuz controls; Iran FM: no second round of talks; nuclear gaps unresolved; enriched uranium transfer never on table; Pakistan Army Chief Munir told Trump Hormuz blockade is hurdle to talks
M7.4-7.5 earthquake off Japan's Sanriku coast; max intensity shindo 5-strong in Aomori; tsunami warning issued; waves up to 3m expected along Iwate, Hokkaido Pacific coast, Aomori Pacific coast
US Navy fires upon & boards Iranian-flagged cargo ship, Gulf of Oman; Iran wavers on 2nd round talks; Hormuz blockade continues; Iran: US proposals 'unserious', nuclear transfer 'never on table'
A weekend hack that saw almost $300 million drained from a little-known crypto project has triggered a crisis of confidence among decentralized-finance investors
Brent Crude jumped on fears the ceasefire between the US and Iran could be on the verge of collapse. Chris Turner of ING told Reuters markets are keen to jump on any positive signs, but they are going to have to start pricing in lower growth for the year
Treasuries retreated slightly as the US seizure of an Iranian ship dampened hopes of de-escalation in the Middle East conflict and sent oil prices higher
Google $GOOGL will reportedly announce its new generation of custom-designed AI chips, known as TPUs, at the Google Cloud Next event this week - Bloomberg
AST Spacemobile $ASTS shares are moving lower 🔴 this morning after Blue Origin's New Glenn rocket failed to put an ASTS satellite in the correct orbit ... The incorrect placement was "too low to sustain operations" and ASTS will be forced to have the satellite burn up in the
Iran wavered on whether to send diplomats to Pakistan for a second round of peace talks after the US maintained a blockade of the Strait of Hormuz and seized an Iranian ship, dimming hopes of a breakthrough in efforts to end the war
An earthquake with a magnitude of 7.5 struck off the northeastern coast of Japan on Monday, as authorities urged residents to stay away from coastal areas where tsunami waves of up to 3 metres (9.84 ft) were expected.
Michael Saylor and Strategy $MSTR spent $2.54 Billion to buy 34,164 more Bitcoin this past week for an average cost of ~$74,395 per bitcoin Saylor and MicroStrategy now hold a total of 815,061 Bitcoin, which they bought for ~$75,527 per $BTC 815,061 Bitcoin is 3.88% of the
Bitcoin ETFs ow over a $1b in YTD flows (having dug out of the outflow hole and then some). Next thing to watch is the cumulative lifetime net flows (MOST IMP and HARDEST NUMBER). This number peaked at $62.8b, curr $58b so about $5b away from hitting new highs there
A weekend hack that saw almost $300 million drained from a little-known crypto project has triggered a crisis of confidence among decentralized-finance investors
Canada's inflation rate surged to 2.4% in March as the Iran war triggered a record increase in gasoline prices, though it came in slightly lower than economists expected.
Google $GOOGL will reportedly announce its new generation of custom-designed AI chips, known as TPUs, at the Google Cloud Next event this week - Bloomberg
Germany's banks are well-prepared for heightened cyber risks as Anthropic's new artificial intelligence model sparks global fears of a new era for computer hacks, said Deutsche Bank CEO Christian Sewing
AST Spacemobile $ASTS shares are moving lower 🔴 this morning after Blue Origin's New Glenn rocket failed to put an ASTS satellite in the correct orbit ... The incorrect placement was "too low to sustain operations" and ASTS will be forced to have the satellite burn up in the
BREAKING: Kuwait has declared force majeure on oil shipments as Iran closes the Strait of Hormuz. Prior to the Iran War, Kuwait was producing 2.5 million barrels of oil per day.
BREAKING: The US Government has begun refunding up to $166 billion in tariffs charged under President Trump after the Supreme Court ruled the policy unlawful. Beginning today, businesses can file claims through a new customs system. Over 330,000 importers across 53 million
China President Xi Jinping called for an immediate ceasefire and the restoration of normal transit through the Strait of Hormuz, following a turbulent weekend in the Middle East that has clouded prospects for peace talks
A weekend hack that saw almost $300 million drained from a little-known crypto project has triggered a crisis of confidence among decentralized-finance investors
BREAKING: Kuwait has declared force majeure on oil shipments as Iran closes the Strait of Hormuz. Prior to the Iran War, Kuwait was producing 2.5 million barrels of oil per day.
IEA Birol: Hormuz 'lost its status as reliable'; energy market volatility ~2 years; IEA reserves 'could be tapped again'; fuel problems 'starting to move to Europe'
Canada's inflation rate surged to 2.4% in March as the Iran war triggered a record increase in gasoline prices, though it came in slightly lower than economists expected.
Google $GOOGL will reportedly announce its new generation of custom-designed AI chips, known as TPUs, at the Google Cloud Next event this week - Bloomberg
Adobe $ADBE just announced it's releasing a set of AI agents that aim to help corporate customers automate digital marketing and other functions - WSJ. Adobe also said it is partnering with 30+ AI platforms and companies including Amazon Web Services Microsoft Anthropic OpenAI
AST Spacemobile $ASTS shares are moving lower 🔴 this morning after Blue Origin's New Glenn rocket failed to put an ASTS satellite in the correct orbit ... The incorrect placement was "too low to sustain operations" and ASTS will be forced to have the satellite burn up in the
Jersey Mike's confidential S-1 filing; 3,000+ locations; backed by Blackstone $BX; shares/price range not yet set
Jersey Mike's的保密申报意味着消费品牌IPO市场在震荡环境下仍有新标的排队，Blackstone作为背后推手使此次IPO成为重要PE退出事件；市场将密切关注后续定价以判断消费服务类IPO窗口是否已重新开启。
Jersey Mike's Subs, the sandwich chain with more than 3,000 locations, submitted a confidential filing with the US Securities and Exchange Commission for its initial public offering
Iran retakes Strait of Hormuz over weekend; US seizes Iranian-flagged cargo ship; Tehran fires on vessels; ceasefire expiring; 50 days into US-Israel-Iran war; Iran: 'no plans to send diplomats to Pakistan for 2nd round'
After some optimism on Friday, Iran took control of the Strait of Hormuz again over the weekend. The US also seized a ship and Tehran fired on vessels in the area deepening the global energy crisis.
VP Vance US delegation landing in Islamabad; Trump: 'willing to meet senior Iranian leaders if a breakthrough is reached'; WH Hassett: 'Iran peace talks will happen'; Iran senior official: 'positively reviewing participation, no final decision'
🇺🇸 VICE PRESIDENT VANCE AND THE US DELEGATION TO LAND IN ISLAMABAD WITHIN HOURS 🇺🇸 PRESIDENT TRUMP JUST SAID: I AM WILLING TO MEET WITH SENIOR IRANIAN 🇮🇷 LEADERS IF A BREAKTHROUGH IS REACHED - NYP
BREAKING: The US Government has begun refunding up to $166 billion in tariffs charged under President Trump after the Supreme Court ruled the policy unlawful. Beginning today, businesses can file claims through a new customs system. Over 330,000 importers across 53 million
Bitcoin ETFs ow over a $1b in YTD flows (having dug out of the outflow hole and then some). Next thing to watch is the cumulative lifetime net flows (MOST IMP and HARDEST NUMBER). This number peaked at $62.8b, curr $58b so about $5b away from hitting new highs there (again, half [QT @EdmondsonShaun: US Spot BTC ETFs had an enormous end to a huge inflow week. They purchased 8,572 BTC on Friday alone and the 10 business rate now stands at +24,197 BTC. Their holdings are now only 3.71% off their maximum holdings on 10th Oct 25 despite the (approx) 50% dip in price.
Tom Lee旗下Bitmine本周新增购入101,627枚ETH（为2025年12月以来最大单周买入），总持仓达4,976,485枚ETH，约占以太坊总供应量的4.12%，另持有199枚BTC及11.2亿美元现金。
Bitmine $BMNR: 4,976,485 ETH (4.12% of total ETH supply); +101,627 ETH this week (biggest since Dec 2025); $1.12B cash; $200M Beast Industries stake; $107M other
Tom Lee and Bitmine $BMNR bought 101,627 more Ethereum $ETH this past week. That is the most Ethereum that BMNR has bought in a week since December [QT @TomLeeTracker: JUST IN: TOM LEE AND BITMINE $BMNR NOW OWN 4.12% OF THE TOTAL ETHEREUM SUPPLY. Here are Bitmine's new updated holdings: - 4,976,485 $ETH up from 4.87M on April 12th - 199 Bitcoin $BTC up from 198 last week - $1.12B of cash
BREAKING: The US Government has begun refunding up to $166 billion in tariffs charged under President Trump after the Supreme Court ruled the policy unlawful. Beginning today, businesses can file claims through a new customs system. Over 330,000 importers across 53 million
Canada's inflation rate surged to 2.4% in March as the Iran war triggered a record increase in gasoline prices, though it came in slightly lower than economists expected.
Adobe $ADBE just announced it's releasing a set of AI agents that aim to help corporate customers automate digital marketing and other functions - WSJ Adobe also said it is partnering with 30+ AI platforms and companies including Amazon Web Services Microsoft Anthropic OpenAI
Netflix revenues hit a record $12.3 billion in Q1, up 16% YoY. Net income hit a record $5.3 billion, up 83% YoY. Operating margins moved up to 32.3% from 31.7% a year ago. $NFLX
Professional investors are rushing back into equities: US equity positioning jumped +0.55 points last week, the largest weekly increase in 8 years. This metric covers institutional investors like fund managers, hedge funds, and algorithm-based trading strategies.
This is now the fourth time large trades hit minutes before a major war announcement • Normal volume: ~500 lots per minute • Friday's volume: 7,990 lots in a single minute, a $760,000,000 position That's ~16x the normal rate Twenty minutes later, Iran announced the Strait of
BREAKING: Kuwait has declared force majeure on oil shipments as Iran closes the Strait of Hormuz. Prior to the Iran War, Kuwait was producing 2.5 million barrels of oil per day.
US-Iran ceasefire expires Tuesday; Trump: 'lots of bombs start going off'; Iran: no plans to send diplomats to Pakistan; 50 days into US-Israel-Iran war
BREAKING: President Trump says "lots of bombs will start going off" if the US-Iran ceasefire expires without a deal being reached. The US-Iran ceasefire is currently set to expire in two days.
VP Vance + US delegation en route/landing in Islamabad; Pakistan facilitating 2nd round US-Iran talks; Trump willing to meet senior Iranian leaders if breakthrough
Tom Lee and Bitmine $BMNR bought 101,627 more Ethereum $ETH this past week That is the most Ethereum that BMNR has bought in a week since December [QT: TOM LEE AND BITMINE $BMNR NOW OWN 4.12% OF THE TOTAL ETHEREUM SUPPLY Here are Bitmine's new updated holdings: - 4,976,485 $ETH up from 4.87M on April 12th - 199 Bitcoin $BTC up from 198 last week - $1.12B of cash]
$622M drained. 12 attacks. And DeFi sentiment still skewed 88% bullish. The bearish signal (12.3%) is real and elevated compared to typical months, but it hasn't flipped the overall sentiment. Hack posts made up just 2.6% of all DeFi content in April (837 posts vs 31,446
morpho blue grew 14% to $2.4b TVL during the same 72 hours aave lost 33% of its deposits. 47 new isolated markets launched. $340m migrated directly from aave emode into morpho ETH/wstETH vaults. gauntlet's morpho vault paused rsETH borrows 6 hours before the exploit went public.
IEA: Hormuz lost 'reliable' status; global energy markets volatile for 2 years; IEA reserves may be tapped again; 'fuel problems starting to move to Europe'
Gasoline's premium to crude posted its biggest weekly gain on record, a boost for refiners that have been under pressure from high oil prices stoked by the Iran war.
Adobe AI agents for digital marketing automation; 30+ AI platform partnerships incl. AWS, Microsoft, Anthropic, OpenAI, NVIDIA (WSJ)
Adobe此举被视为其应对AI冲击营销软件市场的战略反击，通过广泛生态合作覆盖主流AI基础设施。分析师认为该举措提振了市场对Adobe抵御AI颠覆能力的信心，股价盘前上涨。Barron's将此定性为"Beat Back Software Fears"的关键动作。
Adobe $ADBE just announced it's releasing a set of AI agents that aim to help corporate customers automate digital marketing and other functions - WSJ Adobe also said it is partnering with 30+ AI platforms and companies including Amazon Web Services Microsoft Anthropic OpenAI
On Sunday morning in a Beijing suburb, a red, humanoid robot completed a half-marathon in 50 minutes and 26 seconds — about seven minutes faster than the men's world record.
Netflix revenues hit a record $12.3 billion in Q1, up 16% YoY. Net income hit a record $5.3 billion, up 83% YoY. Operating margins moved up to 32.3% from 31.7% a year ago. $NFLX
$PSIL daily volume record destroyed in first 30 min of trading; psychedelic sector +10%+; Trump EO expediting research/access to psychedelic drugs for depression/PTSD
Far Out Man: The Psychedelics ETF $PSIL has destroyed its daily volume record in first 30min of trading.. Trump just signed ex order expediting research/access to psyche drugs to cure depression. The sector has been in dog house, waiting for catalyst, up 10% today.
BREAKING: President Trump says 'lots of bombs will start going off' if the US-Iran ceasefire expires without a deal being reached. The US-Iran ceasefire is currently set to expire in two days.
Vance delegation to Pakistan; US-Iran talks Wednesday in Pakistan (CNN); Iran delegation led by Parliamentary Speaker Galibaf departing Tuesday (NYT, two Iranian officials)
27 vessels directed to turn around since blockade began (CENTCOM confirmed); Kuwait force majeure on oil shipments; Kuwait pre-war production 2.5M BPD; India: 10 ships safely crossed via Iran coordination
Since the commencement of the blockade against ships entering or exiting Iranian ports and coastal areas, U.S. forces have directed 27 vessels to turn around or return to an Iranian port.
Michael Saylor's Strategy bought $2.54 billion in Bitcoin over the previous seven days, marking the digital asset treasury company's largest acquisition of the original cryptocurrency since November 2024
$622M drained. 12 attacks. And DeFi sentiment still skewed 88% bullish. The bearish signal (12.3%) is real and elevated compared to typical months, but it hasn't flipped the overall sentiment. Hack posts made up just 2.6% of all DeFi content in April.
Hormuz 'lost its status as reliable'; energy markets volatile for 2 years; IEA reserves may be tapped again; IEA: world won't be as dependent on Hormuz in future
Gas prices +47% since Dec; extra $10B gasoline spend in 50 days; trucking costs +30%; consumer sentiment record low; inflation ~4%; gas to remain above $3/gal per Energy Sec. Wright
There is strong inverse correlation between spikes US diesel prices and Consumer Sentiment. Trucking costs are up +30%, Americans have spent an extra $10 BILLION on gasoline over the last 50 days, and Consumer Sentiment hit a record low. Asset owners will be the only winners.
US equity positioning +0.55pts WoW (largest in 8 years since 2010); RSP -$2B April outflows (potential record) vs +$6B inflows in Feb; Fear & Greed Index at 69 (Greed)
Professional investors are rushing back into equities: US equity positioning jumped +0.55 points last week, the largest weekly increase in 8 years. This metric covers institutional investors like fund managers, hedge funds, and algorithm-based trading strategies. Since 2010,
Lovable breach: all projects pre-Nov 2025 exposed; accessible by any free account; AI chat histories + source code + database credentials; affects Nvidia and others
I am setting all my computers on fire and going to the mountains [QT @weezerOSINT: Lovable has a mass data breach affecting every project created before november 2025. I made a lovable account today and was able to access another users source code, database credentials, AI chat histories, and customer data are all readable by any free account. nvidia]
Netflix revenues hit a record $12.3 billion in Q1, up 16% YoY. Net income hit a record $5.3 billion, up 83% YoY. Operating margins moved up to 32.3% from 31.7% a year ago. $NFLX
Apple $AAPL just climbed back over a $4 Trillion market cap. We are back to having 3 US 🇺🇸 companies worth more than $4T. Nvidia $NVDA: $4.9T Google $GOOGL: $4.1T Apple $AAPL: $4T
Far Out Man: The Psychedelics ETF $PSIL has destroyed its daily volume record in first 30min of trading.. Trump just signed ex order expediting research/access to psyche drugs to cure depression. The sector has been in dog house, waiting for catalyst, up 10% today. Watch this
Trump: 'highly unlikely' to extend ceasefire; ceasefire expires Wednesday evening Washington time; 'lots of bombs will start going off'; Strait remains blocked until deal signed
BREAKING: President Trump says "lots of bombs will start going off" if the US-Iran ceasefire expires without a deal being reached. The US-Iran ceasefire is currently set to expire in two days.
CENTCOM: 27 vessels directed to turn around since blockade; Strait traffic 'reduced to a trickle' Sun-Mon; Iranian-flagged ship seized with potential military-use items; French vessel reportedly not deliberately targeted
Since the commencement of the blockade against ships entering or exiting Iranian ports and coastal areas, U.S. forces have directed 27 vessels to turn around or return to an Iranian port.
JD Vance leads US delegation to Pakistan; Iran's Parliamentary Speaker Galibaf to lead Iranian delegation arriving Tuesday; second round US-Iran talks; Iran briefed Russia's Lavrov on progress
BREAKING: Iran has told regional mediators that it will send a negotiating team to Pakistan on Tuesday for the second round of talks with the US, per WSJ. The US delegation is arriving in Pakistan and will be led by Vice President JD Vance.
4月不足20天内加密平台遭受12次黑客攻击，累计损失突破6.22亿美元；尽管攻击频发，DeFi市场情绪仍偏多（88%看涨），黑客相关内容仅占4月DeFi社交讨论总量的2.6%（837条 vs 31,446条）。
$622M drained in 12 attacks in <20 days of April; DeFi sentiment 88% bullish; hack posts only 2.6% of DeFi content (837 vs 31,446 posts); bearish signal at elevated 12.3%
$622M drained. 12 attacks. And DeFi sentiment still skewed 88% bullish. The bearish signal (12.3%) is real and elevated compared to typical months, but it hasn't flipped the overall sentiment. Hack posts made up just 2.6% of all DeFi content in April (837 posts vs 31,446
Michael Saylor's Strategy bought $2.54 billion in Bitcoin over the previous seven days, marking the digital asset treasury company's largest acquisition of the original cryptocurrency since November 2024
KelpDAO遭受黑客攻击，前Ripple CTO David Schwartz评估称此次攻击以LayerZero跨链基础设施为目标，利用了KelpDAO运营层面的疏忽，复杂程度超出其预期。
KelpDAO hack; targeted LayerZero infrastructure; former Ripple XRP CTO: 'attack way more sophisticated than expected, aimed at LayerZero infrastructure taking advantage of KelpDAO laziness'
FORMER RIPPLE $XRP CTO DAVID SCHWARTZ ON KELPDAO INCIDENT: "THE ATTACK WAS WAY MORE SOPHISTICATED THAN I EXPECTED AND AIMED AT LAYERZERO INFRASTRUCTURE TAKING ADVANTAGE OF KELPDAO LAZINESS."
Gas prices +47% since December; trucking costs +30%; $10B extra gasoline spend over last 50 days; Consumer Sentiment at record low; gas to remain above $3/gal per Energy Secretary Wright
There is strong inverse correlation between spikes US diesel prices and Consumer Sentiment. Trucking costs are up +30%, Americans have spent an extra $10 BILLION on gasoline over the last 50 days, and Consumer Sentiment hit a record low. Asset owners will be the only winners.
Lovable breach: source code, database credentials, AI chat histories, customer data readable by any free account; all projects created before November 2025 affected; Nvidia among affected users
Tesla received approval in the Netherlands for its supervised full self-driving system, allowing hands-free navigation on Amsterdam's city streets, a first in Europe.
Ceasefire expires Wednesday Washington time; Trump: 'highly unlikely' to extend; Iran delegation led by Parliamentary Speaker Galibaf; US delegation led by VP Vance; second round of talks in Pakistan on Tuesday
BREAKING: Iran has told regional mediators that it will send a negotiating team to Pakistan on Tuesday for the second round of talks with the US, per WSJ. The US delegation is arriving in Pakistan and will be led by Vice President JD Vance.
27 vessels directed to turn around since blockade began; Iranian-flagged ship seized carrying items of potential military use; Strait traffic reduced to 'trickle' Sunday-Monday; 3% of global aluminum supply disrupted
This is now the fourth time large trades hit minutes before a major war announcement. Normal volume: ~500 lots per minute. Friday's volume: 7,990 lots in a single minute, a $760,000,000 position. That's ~16x the normal rate. Twenty minutes later, Iran announced the Strait of [Hormuz closure].
solana stablecoin hold time collapsed from 29 hours to 70 seconds in 24 months. $1T in monthly volume at 70-second velocity is not speculation, it's settlement infrastructure. FTX estate is dumping 3.57M SOL per month into this and price won't break. circle minted $9.5B USDC on [Solana].
Tether: $10B/year profit on $141B US treasuries; 300 employees; $33M profit/head; GENIUS Act implementation deadline July 18; comment periods close June 2-9
tether makes $10b/year off $141b in treasuries and passes zero yield to USDT holders. 300 employees, $33m profit per head. GENIUS Act implementation deadline is july 18 with comment periods closing june 2-9. if yield passthrough gets mandated the entire business model breaks.
Congrats Bitmine for steady accumulation. BitMine provided its latest holdings update for April 20, 2026: $12.9 billion in total crypto + 'moonshots': 4,976,485 ETH at $2,301 per ETH (@coinbase); 199 Bitcoin (BTC); $200 million stake in Beast Industries @MrBeast.
Warsh is set to tell lawmakers on Tuesday that the Fed's independence in setting rates is 'essential' but that policy decisions related to bank regulation and 'public monies' should not be given the same deference. He will also argue that 'inflation is a choice' and that price...
There is strong inverse correlation between spikes US diesel prices and Consumer Sentiment. Trucking costs are up +30%, Americans have spent an extra $10 BILLION on gasoline over the last 50 days, and Consumer Sentiment hit a record low. Asset owners will be the only winners.
The economic situation is highly uncertain and energy markets are volatile, says President Christine Lagarde. We are determined to achieve our inflation target. But we need to gather more information before drawing firm conclusions for our monetary policy.
Amazon coerced prominent brands into an alleged price-fixing scheme that influenced costs for a wide variety of goods on retail websites, according to court documents unsealed Monday
BREAKING: Iran has told regional mediators that it will send a negotiating team to Pakistan on Tuesday for the second round of talks with the US, per WSJ. The US delegation is arriving in Pakistan and will be led by Vice President JD Vance.
Strait of Hormuz traffic collapsed; 27 vessels directed to turn back; US naval blockade; Iranian-flagged ship seized carrying military-use items; Trump: won't open until deal signed
Ian Bremmer, Eurasia Group president and founder, discusses the recent US military blockade in the Strait of Hormuz, where 27 vessels have been directed to turn back
US President Donald Trump said in a phone interview this afternoon that it is 'highly unlikely' he would extend the two-week ceasefire with Iran if a deal is not reached before it ends.
High level suitcoining here. This is how you talk to Boomers. Mapping risk allocation to port allocation is smart/prudent, limits nasty surprise potential and helps behavior.
Tether $10B/year profit; $141B treasuries; 300 employees; $33M profit per head; zero yield to USDT holders; GENIUS Act deadline July 18; comment period June 2-9
tether makes $10b/year off $141b in treasuries and passes zero yield to USDT holders. 300 employees, $33m profit per head. GENIUS Act implementation deadline is july 18 with comment periods closing june 2-9. if yield passthrough gets mandated the entire business model breaks.
US small businesses are pulling back on investment as if we are in a crisis: In March, only 16% of small businesses said that they plan on investing in CapEx over the next 6 months, the lowest reading since November 2009. This percentage has declined -12 points since November
There is strong inverse correlation between spikes US diesel prices and Consumer Sentiment. Trucking costs are up +30%, Americans have spent an extra $10 BILLION on gasoline over the last 50 days, and Consumer Sentiment hit a record low. Asset owners will be the only winners.
Led by Sergey Brin + DeepMind CTO; goal: recursive self-improvement; coding models → full AI researchers automating entire R&D loop; triggered by Anthropic's coding lead
Final stage of acceleration. Bullish on Googz [QT: BREAKING: Google DeepMind has assembled a strike team because Anthropic is mogging them on coding. Led by Sergey Brin and DeepMind CTO. Goal: Force recursive self-improvement by turning coding models into full AI researchers that can automate the entire R&D loop]
BREAKING: Iran has told regional mediators that it will send a negotiating team to Pakistan on Tuesday for the second round of talks with the US, per WSJ. The US delegation is arriving in Pakistan and will be led by Vice President JD Vance.
Hormuz traffic "collapsed" (Bloomberg); Sunday-Monday traffic reduced to "a trickle"; Baltic Exchange consulting on tanker benchmark changes; EU to widen Iran sanctions to those blocking Hormuz
Trump: blockade "absolutely destroying" Iran economy; Iran losing ~$500M/day; new deal "far better than JCPOA"; "under no pressure whatsoever"; hundreds of Iranian ships rerouted to US (Texas, Louisiana, Alaska)
Trump: The US Will Maintain Iran Blockade Until a Deal Is Reached - Truth Social. Trump: The blockade on Iran will remain in place until there is a deal. Trump: The blockade is "absolutely destroying" Iran's economy. Trump claims Iran is losing $500 million per day under the
High level suitcoining here. This is how you talk to Boomers. Mapping risk allocation to port allocation is smart/prudent, limits nasty surprise potential and helps behavior. [QT @BitcoinMagazine: JUST IN: $12 trillion Charles Schwab releases educational video on Bitcoin and risk management. They're launching direct BTC trading "in the coming weeks"]
US small businesses are pulling back on investment as if we are in a crisis: In March, only 16% of small businesses said that they plan on investing in CapEx over the next 6 months, the lowest reading since November 2009. This percentage has declined -12 points since November
And here is the $AMZN Anthropic deal I predicted. $AMZN to invest up to $25B in Anthropic. $5B now at $380B Anthropic market cap. Wow, $AMZN getting a steal here since Anthropic already +$1T in secondaries. Anthropic will bring 1 GW total of Trainium2 and Trainium3 capacity
Anthropic's new Mythos AI model has become a flashpoint in the debate over how artificial intelligence could transform cybersecurity, after the company said the unreleased system can find and exploit serious software vulnerabilities.
Google DeepMind strike team; led by Sergey Brin + DeepMind CTO; goal: recursive self-improvement via coding → AI researcher; triggered by Anthropic coding moat; DeepMind uses Claude
BREAKING: Google DeepMind has assembled a strike team because Anthropic is mogging them on coding. Led by Sergey Brin and DeepMind CTO. Goal: Force recursive self-improvement by turning coding models into full AI researchers that can automate the entire R&D loop. GDM is focusing
2-week US-Iran ceasefire deadline imminent; Hormuz still closed; Araghchi to Russia & Pakistan: US 'illegal behavior incompatible with diplomacy'; Iran 'will decide how to proceed'
Iran losing $500M/day under blockade; blockade until deal; deal 'far better than JCPOA'; Trump: 'under no pressure'; Trump: deal will happen 'relatively quickly'
Trump: The US Will Maintain Iran Blockade Until a Deal Is Reached - Truth Social. Trump: The blockade on Iran will remain in place until there is a deal. Trump: The blockade is 'absolutely destroying' Iran's economy. Trump claims Iran is losing $500 million per day under the
Iran still has nearly 1,000 pounds of highly-enriched uranium — 'enough material, if you enrich it just a little bit more, for 10-11 nuclear bombs,' per 60 Minutes
US small businesses are pulling back on investment as if we are in a crisis: In March, only 16% of small businesses said that they plan on investing in CapEx over the next 6 months, the lowest reading since November 2009. This percentage has declined -12 points since November
Amazon invests up to $25B in Anthropic ($5B today + $20B milestone-linked); Anthropic commits $100B+ to AWS over 10 years; up to 5GW compute; 1GW Trainium2+3
Amazon (ie $AMZN) current market cap is $2.7 trillion. After the news tonight with Anthropic, it's possible that AWS (by itself) is worth at least $2 trillion and maybe the full $2.7 trillion in which case you get the rest of $AMZN for free. NFA. DYOR.
If you had invested $10,000 into Apple $AAPL stock when Tim Cook took over as CEO of Apple in August 2011 and held to today you would currently have: $205,863
Anthropic's new Mythos AI model has become a flashpoint in the debate over how artificial intelligence could transform cybersecurity, after the company said the unreleased system can find and exploit serious software vulnerabilities.
U.S. forces patrol the Arabian Sea near M/V Touska, April 20, as the Iranian-flagged vessel's container cargo is searched after U.S. Marines boarded and seized the ship when it attempted to violate the U.S. naval blockade.
Iran still has nearly 1,000 pounds of highly-enriched uranium — 'enough material, if you enrich it just a little bit more, for 10-11 nuclear bombs,' per 60 Minutes
The world is heading into a historic debt crisis: Global government debt is projected to surge to 102% of GDP by 2031, a level previously seen only in the aftermath of World War II, according to the IMF. World government debt already stands at ~94% of GDP.
BREAKING: Chinese exports rose +3% YoY in March, the smallest increase since October 2025. This marks a sharp slowdown from the +40% surge in February. Chinese imports surged +28% YoY last month, the highest since late 2021, driven by a +50% jump in integrated circuit purchases
Amazon invests up to $25B in Anthropic ($5B now + up to $20B milestone-linked); Anthropic commits $100B+ on AWS over 10 years; up to 5GW compute; 1GW Trainium2+3
AMAZON $AMZN IS INVESTING UP TO $25 BILLION INTO ANTHROPIC Amazon will invest $5 Billion today and up to $20 Billion more tied to commercial milestones Anthropic committed to spend $100 Billion+ on AWS over the next 10 years That includes up to 5 gigawatts of compute
Anthropic Mythos: can find & exploit serious software vulnerabilities (unreleased); flagged as supply chain risk by Dept of War; projected US Govt adoption in 2026
Anthropic's new Mythos AI model has become a flashpoint in the debate over how artificial intelligence could transform cybersecurity, after the company said the unreleased system can find and exploit serious software vulnerabilities.
Apple CEO Tim Cook is stepping down from the job that he inherited from the late Steve Jobs, ending a nearly 15-year reign that saw the company's market value soar by more than $3.6 trillion during an iPhone-fueled era of prosperity.
U.S. forces patrol the Arabian Sea near M/V Touska, April 20, as the Iranian-flagged vessel's container cargo is searched after U.S. Marines boarded and seized the ship when it attempted to violate the U.S. naval blockade.
An American delegation, led by Vice President JD Vance, will soon leave for Pakistan to resume talks with Iran over the nearly two-month war. Iranian officials have been noncommittal about attending the next round of talks. President Trump also sent mixed signals, predicting
It would be great if a part of the standard for having such to not just 'introduce' but FORCE REQUIRE a certain minimum of DVN participants to be met or else = You don't participate in the ecosystem's liquidity, as you are an unnecessary risk factor Kelp was 1/1 DVN, a setup
The Netherlands is activating Phase 1 of the national oil crisis plan for the first time, which means the government sees a distorted oil market and a genuine supply risk. The cabinet is expected to pair that move
Japan's reliance on the Middle East for aluminum is forcing companies to cut back on production and scramble for alternative supply sources after key shipping routes were severed due to the Iran conflict.
Jensen Huang at CadenceLIVE: full-stack AI strategy imperative; open-source intelligence = existential risk to Nvidia (captive to few model companies who could optimize to different hardware)
A big insight from this podcast is that intelligence will be commoditized and open source. It is an existential risk to Nvidia for intelligence to be closed source as it would make them captive to a few model companies who could chose to optimize on a different hardware stack.
🇺🇸 President Trump's family real-estate firm is planning to build a 70-story luxury tower with local partners in Tbilisi, the capital city of Georgia 🇬🇪 The tower would become the tallest building in the capital of Georgia
VP JD Vance traveled to Islamabad, Pakistan to negotiate US-Iran peace deal; described as his first major international foray; 'high-risk, high-reward assignment'
Vice President JD Vance, the Trump administration's highest-ranking isolationist on foreign policy, made his first major foray onto the world stage when he traveled to Islamabad, Pakistan, to negotiate a peace deal with Iran last week. The high-risk, high-reward assignment
The United Arab Emirates has begun talks with the US about a financial backstop in case the Iran war plunges the country into further crisis, the Wall Street Journal reported, citing US officials it didn't identify.
pump.fun Q1 2026 revenue $123M; $1M/day PUMP buybacks; single $352M buyback March 31 removing 33.2% of total supply; token -60% from TGE; team holds 50% of supply
generated $123m in Q1 2026. #1 revenue app on solana. $1m/day in PUMP buybacks. team executed a single $352m buyback on march 31 that removed 33.2% of total supply. token is still down 60% from TGE. the math is simple. team holds 50% of supply and already
Anonymous trusted source (10-year acquaintance of @based16z) warns of impending systemic risk in cryptocurrency economy; no concrete details; source described as 'convinced'
A person I have known for more than ten years, who I consider trustworthy, is convinced the cryptocurrency economy will shortly experience a systemic risk. I don't know anything concrete, but if I were exposed, I would be concerned.
Aave V3 / rsETH: unresolved loss allocation between Ethereum mainnet rsETH (technically 'fully backed') vs external chains; Aave Labs preference: zero haircut on mainnet, losses to external chain rsETH; user withdrawals reported
Q: "The Treasury Secretary said that the Federal Reserve should wait and see about this Iran war before lowering interest rates. Do you agree with that?" Trump: "No, I don't agree. I think we should have lower interest rates."
Canadian Prime Minister Mark Carney said in a video address released Sunday that Canada's strong economic ties to the United States were once a strength but are now a weakness that must be corrected.
Japan's reliance on the Middle East for aluminum is forcing companies to cut back on production and scramble for alternative supply sources after key shipping routes were severed due to the Iran conflict.
Google $GOOGL is reportedly in talks with Marvell $MRVL to develop two new AI related chips. One of the chips is a memory processing unit designed to work with Google's TPU and the other chip is a new TPU built specifically for running AI models - The Information
Nevada's largest utility says it will need three times the electricity required to power Las Vegas just to handle proposed data centers — and it probably can't do that without fossil fuels.
Retail vs mutual fund favorites: +11 ppts outperformance in April; best relative month since November 2020; 5 consecutive prior months of underperformance
Retail investors are leading the historic rally: Retail's favorite stocks are outperforming mutual fund favorite names by +11 percentage points so far in April. This puts retail on track for their best relative month since November 2020 after 5 consecutive months of relative
Asian defense stocks; global arms buildup driven by Iran war; institutional framing shifts from short-term geopolitical trade to long-term growth story
Asian defense stocks are attracting renewed investor interest following a global arms buildup sparked by the Iran war, with some investors seeing the sector as a longer-term growth story rather than a short-term geopolitical trade
Australian data center operator NEXTDC will undertake a A$1.5 billion ($1.1 billion) capital raising, boosting its coffers as demand for capacity at its facilities surges
Europe Is Starting to Prepare for More Than Just Higher Prices. The Netherlands is activating Phase 1 of the national oil crisis plan for the first time, which means the government sees a distorted oil market and a genuine supply risk. The cabinet is expected to pair that move
A person I have known for more than ten years, who I consider trustworthy, is convinced the cryptocurrency economy will shortly experience a systemic risk. I don't know anything concrete, but if I were exposed, I would be concerned.
European natural gas futures rose as Iran again closed the Strait of Hormuz, adding fears that the flow of energy from the Persian Gulf will remain choked
The Netherlands is activating Phase 1 of the national oil crisis plan for the first time, which means the government sees a distorted oil market and a genuine supply risk. The cabinet is expected to pair that move
The reusable booster of the New Glenn rocket launched from Florida on April 19 by Jeff Bezos' company Blue Origin touched down successfully but the rocket failed to deploy the AST SpaceMobile communications satellite it was carrying into the correct orbit
Artificial intelligence is increasingly expected to lower Britain's level of employment during the next decade, according to a poll of executives, with entry-level roles bearing the brunt
Retail favorite stocks outperform mutual fund favorites +11pp in April; best relative month since Nov 2020; reverses 5 consecutive months of underperformance
Retail investors are leading the historic rally: Retail's favorite stocks are outperforming mutual fund favorite names by +11 percentage points so far in April. This puts retail on track for their best relative month since November 2020 after 5 consecutive months of relative
A disconnect is emerging on Wall Street: Stock investors are celebrating as though the Iran war never happened, but other markets are telling a more cautious story
Macron's France is losing legitimacy as it weaponizes criminal investigations to suppress free speech and privacy. The U.S. Department of Justice has refused to assist France in its investigation of @elonmusk, calling the case politically motivated.
Market liquidity is improving: Top of book depth in the S&P 500 futures jumped to $10.8 million in the week ending Tuesday, the highest since January. This marks a +440% increase from the ~$2.0 million low recorded last month. The current reading is also higher than 84.6% of
Nevada's largest utility says it will need three times the electricity required to power Las Vegas just to handle proposed data centers — and it probably can't do that without fossil fuels.
The reusable booster of the New Glenn rocket launched from Florida on April 19 by Jeff Bezos' company Blue Origin touched down successfully but the rocket failed to deploy the AST SpaceMobile communications satellite it was carrying into the correct orbit
Singapore's largest real estate investment trust agreed to sell a prime office tower for S$2.48 billion ($1.9 billion) to a Malaysian developer to fund the purchase of a luxury mall owned by the REIT's key investor
South Korean stocks have erased the slide triggered by the Iran war, driven by a rally in chipmakers as escalating US–Iran tensions bring the artificial intelligence trade back into investor focus
On March 30, the S&P 500 was down 7% in 2026, the 12th worst start to a year in history. After one of the biggest 3-week rallies ever, it's now up +4.5% YTD and above the average year at this point in time (+3%). There is no impossible in markets. $SPX
mRNA vaccines are genuinely a miracle technology [QT @DrIanWeissman: Pancreatic cancer mRNA vaccine shows lasting results in an early trial. Scientists caution that more research is needed, but nearly all of the patients who responded to the personalized vaccine are still alive six years later.
The S&P 500 is at an all-time high while Consumer Sentiment is at an all-time low. We've never seen a gap this wide between Wall Street and Main Street.
The reusable booster of the New Glenn rocket launched from Florida on April 19 by Jeff Bezos' company Blue Origin touched down successfully but the rocket failed to deploy the AST SpaceMobile communications satellite it was carrying into the correct orbit
Macron's France is losing legitimacy as it weaponizes criminal investigations to suppress free speech and privacy. The U.S. Department of Justice has refused to assist France in its investigation of @elonmusk, calling the case politically motivated.
Federal prosecutors said a 44-year-old Los Angeles woman was arrested Saturday night at Los Angeles International Airport on suspicion of helping Iran traffic weapons to Sudan, which is in its fourth year of a bloody civil war.
China is kicking off its ultra-long special government bond sales this year with a record offering of 30-year notes on Friday, in a move set to test investor demand
Emerging-market currencies weakened as the dollar and oil prices rose after the re-escalation of US-Iran tensions and a standoff in the Strait of Hormuz
IQiyi expects AI to create a big chunk of its films and shows virtually from scratch someday soon, a monumental industry shift that spurred the Netflix-style streaming service to begin the biggest corporate overhaul in its 16-year history
South Korean stocks have erased the slide triggered by the Iran war, driven by a rally in chipmakers as escalating US–Iran tensions bring the artificial intelligence trade back into investor focus
The US opened its largest defense exercises with the Philippines on Monday, underscoring how Washington is sustaining military presence in the Indo Pacific to counter China amid war in the Middle East
liquity v2 is paying 9% on BOLD/USDC LP entirely from borrower interest. zero token emissions. zero governance. zero admin keys. fixed 1.5% borrow rate across ETH, wstETH, rETH in isolated markets. after aave ate $236m in bad debt because a risk committee rubber-stamped broken
Singapore is getting additional liquefied natural gas from outside of the Middle East, as the war in Iran chokes supply from the region, according to a government body
IQiyi expects AI to create a big chunk of its films and shows virtually from scratch someday soon, a monumental industry shift that spurred the Netflix-style streaming service to begin the biggest corporate overhaul in its 16-year history
liquity v2 is paying 9% on BOLD/USDC LP entirely from borrower interest. zero token emissions. zero governance. zero admin keys. fixed 1.5% borrow rate across ETH, wstETH, rETH in isolated markets. after aave ate $236m in bad debt because a risk committee rubber-stamped broken
China is set to import a record volume of US ethane this month as petrochemical producers seek alternative feedstocks for their operations after the war in the Middle East choked off crucial supplies
IQiyi expects AI to create a big chunk of its films and shows virtually from scratch someday soon, a monumental industry shift that spurred the Netflix-style streaming service to begin the biggest corporate overhaul in its 16-year history
Liquity v2: 9% APY on BOLD/USDC LP from borrower interest only; 1.5% fixed borrow rate; zero token emissions; zero governance; zero admin keys; isolated markets for ETH, wstETH, rETH
liquity v2 is paying 9% on BOLD/USDC LP entirely from borrower interest. zero token emissions. zero governance. zero admin keys. fixed 1.5% borrow rate across ETH, wstETH, rETH in isolated markets. after aave ate $236m in bad debt because a risk committee rubber-stamped broken
Global power consumption grew 3% last year, driven partly by fast-growing demand from electric vehicles and data centers, according to the International Energy Agency
IDF strikes 'loaded and ready-to-fire' launcher in Qalaouiye, south Lebanon, north of Forward Defense Line
以军将此次打击定性为先发制人防御行动，以阻止对以色列北部社区的直接威胁。'already loaded and ready to fire'的措辞表明行动存在即时威胁依据，显示即便在停火谈判背景下，黎以边境军事对抗仍持续。
🎯STRUCK: A loaded and ready-to-fire launcher in the area of Qalaouiye in southern Lebanon, north of the Forward Defense Line, in order to prevent a direct threat to the communities of northern Israel.
IDF struck 'loaded and ready-to-fire launcher' in Qalaouiye, southern Lebanon, north of Forward Defense Line
以军在黎巴嫩南部的精确打击持续进行，显示中东冲突北线战场仍处于活跃对抗状态。'loaded and ready-to-fire'的措辞强调打击的先发制人性质，北线局势保持高度紧张。
🎯STRUCK: A loaded and ready-to-fire launcher in the area of Qalaouiye in southern Lebanon, north of the Forward Defense Line, in order to prevent a direct threat to the communities of northern Israel.
MAYC at 0.15x BAYC floor is the bottom of its historical ratio. went from 0.83 ETH in march to 1.28 ETH now. 2,253 ETH in 3-month volume. BAYC surged 30%, MAYC only 18%. that ratio compresses back to 0.18-0.20x every single time. BAYC only has 2.96% of supply listed, the lowest
Fitch Ratings revised its outlook on the Philippines' credit rating to negative from stable, saying the stall in public investment has created risks to economic growth
Panther Lake is so good that I just dropped having a separate desktop machine. Everything is just running off the Dell XPS 14". It's a real joy to see Intel get back in the game with such a compelling chip! Omarchy runs like a dream on it.
Opinion: Companies spend $28,000 per developer on AI. Why? There's one question the AI industry really doesn't want VPs of Engineering to start asking.
Meta is poised to surpass Google for total digital advertising revenue, but to accomplish that, Mark Zuckerberg has all but eliminated what made his apps' useful in the first place
MAYC at 0.15x BAYC floor is the bottom of its historical ratio. went from 0.83 ETH in march to 1.28 ETH now. 2,253 ETH in 3-month volume. BAYC surged 30%, MAYC only 18%. that ratio compresses back to 0.18-0.20x every single time. BAYC only has 2.96% of supply listed, the lowest
Mizuho today raised its price target on Robinhood $HOOD up to $115 from $105 while maintaining its Outperform rating ... The SEC ended the long-standing $25,000 minimum tied to the pattern day trader
MAYC/BAYC floor ratio at historical low 0.15x; MAYC 0.83 ETH (Mar) → 1.28 ETH now; BAYC +30% vs MAYC +18%; 2,253 ETH 3-month volume; BAYC listed supply 2.96% (record low)
MAYC at 0.15x BAYC floor is the bottom of its historical ratio. went from 0.83 ETH in march to 1.28 ETH now. 2,253 ETH in 3-month volume. BAYC surged 30%, MAYC only 18%. that ratio compresses back to 0.18-0.20x every single time. BAYC only has 2.96% of supply listed, the lowest
A lot of this seems preemptive, given UAE's large existing FX reserves. Using a swap line for a bit to help maintain the currency peg would be seen as less disruptive than trimming reserves.
A Brazilian data center provider backed by global infrastructure fund DigitalBridge is gearing up to invest billions in Latin America's largest data center project that could help make the country the regional leader in AI
Bitcoin ETFs >$1B YTD net flows; holdings 3.71% off ATH; lifetime net flows ~$58B vs peak $62.8B; +24,197 BTC in 10 business days; 8,572 BTC purchased Friday alone
Bitcoin ETFs ow over a $1b in YTD flows (having dug out of the outflow hole and then some). Next thing to watch is the cumulative lifetime net flows (MOST IMP and HARDEST NUMBER). This number peaked at $62.8b, curr $58b so about $5b away from hitting new highs there (again, half
The US Federal Aviation Administration has brought in Palantir, $PLTR, to compete on a new artificial intelligence tool for air traffic management, per Bloomberg.
META NEEDS MORE WORKERS TO HELP IT BUILD DATA CENTERS IN THE 🇺🇸 Meta Platforms $META just announced a partnership with CBRE for a new "LevelUp" program "a multiyear program to recruit and train thousands of fiber technicians to build Meta data centers in the U.S."
Sandisk $SNDK officially becomes a member of the NASDAQ 100 $QQQ today [QT @TheETFTracker: SanDisk $SNDK joins the Nasdaq 100 today, replacing Atlassian. There are also 2 leveraged ETFs that directly track SanDisk: $SNXX Tradr 2X Long SNDK Daily ETF $SNDU T-REX 2X Long SanDisk Daily Target ETF. And every ETF that tracks the Nasdaq 100 now holds SanDisk: $QQQ Invesco
US effort to extend Lebanon-Israel ceasefire per Speaker Berri; 2nd round talks Thursday in Washington; Israel rep: Ambassador Leiter; 39 Lebanese villages occupied with varying degrees of destruction
morpho blue grew 14% to $2.4b TVL during the same 72 hours aave lost 33% of its deposits. 47 new isolated markets launched. $340m migrated directly from aave emode into morpho ETH/wstETH vaults. gauntlet's morpho vault paused rsETH borrows 6 hours before the exploit went public.
Silver rallied past $80/oz last week, driven by gold's strength. Supply and demand dynamics are shifting: the supply deficit expected to narrow in 2026 due to increased recycling and long-term demand is increasing from industrial use. Express your view with Silver futures.
The US Federal Aviation Administration has brought in Palantir, $PLTR, to compete on a new artificial intelligence tool for air traffic management, per Bloomberg.
On Sunday morning in a Beijing suburb, a red, humanoid robot completed a half-marathon in 50 minutes and 26 seconds — about seven minutes faster than the men's world record.
Boston Dynamics just gave its robot dog a brain that reasons about the physical world. Google DeepMind's Gemini Robotics model is now running inside Spot, the four-legged robot already deployed at thousands of facilities worldwide. The upgrade centers on something called
META NEEDS MORE WORKERS TO HELP IT BUILD DATA CENTERS IN THE 🇺🇸 Meta Platforms $META just announced a partnership with CBRE for a new "LevelUp" program "a multiyear program to recruit and train thousands of fiber technicians to build Meta data centers in the U.S."
Jersey Mike's just filed to go public through a IPO [QT @TreasuryEdge: JUST IN: JERSEY MIKE'S IS GOING PUBLIC JERSEY MIKE'S CONFIDENTIALLY FILED A DRAFT S-1 WITH THE SEC FOR A PROPOSED IPO The sandwich chain has not yet set the number of shares to be offered or the price range.
China President Xi Jinping called for an immediate ceasefire and the restoration of normal transit through the Strait of Hormuz, following a turbulent weekend in the Middle East that has clouded prospects for peace talks.
ECB: Europe between baseline and adverse scenario; Iran war economic damage 'yet to show'; Fitch revises Philippines outlook to 'negative'; Brazil raising rate forecasts on energy shock
The US Federal Aviation Administration has brought in Palantir, $PLTR, to compete on a new artificial intelligence tool for air traffic management, per Bloomberg.
Boston Dynamics just gave its robot dog a brain that reasons about the physical world. Google DeepMind's Gemini Robotics model is now running inside Spot, the four-legged robot already deployed at thousands of facilities worldwide.
Professional investors are rushing back into equities: US equity positioning jumped +0.55 points last week, the largest weekly increase in 8 years. This metric covers institutional investors like fund managers, hedge funds, and algorithm-based trading strategies.
Apple $AAPL just climbed back over a $4 Trillion market cap We are back to having 3 US 🇺🇸 companies worth more than $4T Nvidia $NVDA: $4.9T Google $GOOGL: $4.1T Apple $AAPL: $4T
Iran's President Pezeshkian on X: Deep historical mistrust in Iran toward the US Government conduct remains, while unconstructive & contradictory signals from American officials carry a bitter message.
US to host Israel-Lebanon talks April 23 (Axios); Lebanese Parliament Speaker Berri: US effort to extend Lebanon-Israel ceasefire; Israel represented by ambassador Leiter
solana stablecoin hold time collapsed from 29 hours to 70 seconds in 24 months. $1T in monthly volume at 70-second velocity is not speculation, it's settlement infrastructure. FTX estate is dumping 3.57M SOL per month into this and price won't break.
Goldman settling $1B+ daily in tokenized repos on Canton Network; DTCC testing US equity settlement; JPMorgan integrated Onyx; BCG projects $16T tokenized assets by 2030; Digital Asset (Canton parent) is private
goldman sachs is settling $1b+ daily in tokenized repos on canton network. DTCC is testing US equity settlement on it. jpmorgan integrated onyx. BCG projects $16t in tokenized assets by 2030. you can't buy canton, digital asset is private. the indirect exposure is ONDO for
This is now the fourth time large trades hit minutes before a major war announcement • Normal volume: ~500 lots per minute • Friday's volume: 7,990 lots in a single minute, a $760,000,000 position That's ~16x the normal rate Twenty minutes later, Iran announced the Strait of
A year ago in Beijing's humanoid-robot half-marathon race, the first runner to cross the finish line took more than 2½ hours. In this year's event, the champion beat the fastest human ever.
DOJ antitrust: criminal anticompetitive conduct investigation of major meatpackers (WSJ); SCOTUS refuses to block class action vs BofA, JPMorgan et al. for municipal bond price-fixing
The 🇺🇸 Justice Department's antitrust division is investigating whether large meatpackers that supply American consumers engaged in criminal anticompetitive conduct - WSJ
Starmer formally apologizes to House of Commons; Mandelson failed UK Security Vetting; Foreign Office failed to disclose to PM; Cabinet Secretary confirmed in testimony; Mandelson sacked Sept 2025
Chris Wormald, then Cabinet Secretary, told PM that foreign office did not inform him that UK Security Vetting had recommended Mandelson should not be appointed even when Wormald carried out an investigation after Mandelson was sacked in September 2025
solana stablecoin hold time collapsed from 29 hours to 70 seconds in 24 months. $1T in monthly volume at 70-second velocity is not speculation, it's settlement infrastructure. FTX estate is dumping 3.57M SOL per month into this and price won't break. circle minted $9.5B USDC on
goldman sachs is settling $1b+ daily in tokenized repos on canton network. DTCC is testing US equity settlement on it. jpmorgan integrated onyx. BCG projects $16t in tokenized assets by 2030. you can't buy canton, digital asset is private. the indirect exposure is ONDO for
Warsh: 'inflation is a choice'; Fed rate independence 'essential'; bank regulation and 'public monies' decisions should not get same deference; testimony to Senate Banking Committee on Tuesday
Warsh is set to tell lawmakers on Tuesday that the Fed's independence in setting rates is 'essential' but that policy decisions related to bank regulation and 'public monies' should not be given the same deference. He will also argue that 'inflation is a choice' and that price stability is the Fed's primary mandate.
ECB: situation 'highly uncertain'; energy markets volatile; war's 'stop-start nature makes impact hard to gauge'; no easy path back to pre-war situation
The economic situation is highly uncertain and energy markets are volatile, says President Christine Lagarde. We are determined to achieve our inflation target. But we need to gather more information before drawing firm conclusions for our monetary policy.
As expected on the day that refund claims window opens, the Customs system for processing those claims is crashing out under the high volumes. Try again later! However, one importer we work with that did get through processed 4,000 entries and only 16 were held up.
US equity positioning +0.55 pts last week (largest weekly increase in 8 years); $RSP: -$2.0B in April (on track for record monthly outflow) vs. +$6.0B inflows in February
Professional investors are rushing back into equities: US equity positioning jumped +0.55 points last week, the largest weekly increase in 8 years. This metric covers institutional investors like fund managers, hedge funds, and algorithm-based trading strategies.
Nvidia $NVDA, Adobe $ADBE and WPP announced a new partnership to bring 'agentic AI to the center of enterprise marketing operations across creative production and customer experience orchestration'
Hyatt is deploying AI broadly to its employees: 'Hyatt's innovative approach with OpenAI reflects how Hyatt is elevating its use of technology and enhancing human connections. The company is making artificial intelligence broadly accessible to its employees, enabling teams to spend less time on manual [tasks]'
High level suitcoining here. This is how you talk to Boomers. Mapping risk allocation to port allocation is smart/prudent, limits nasty surprise potential and helps behavior.
BREAKING: The S&P 500 Equal Weight ETF, $RSP, has seen -$2.0 billion in outflows so far in April, on track for its largest monthly outflow on record. This comes after $RSP posted +$6.0 billion in inflows in February, the largest swing in flows since the fund's inception.
Howard Marks: 'market is not on sale'; Mag 7 P/E ratios 'in the 30s, not excessive'; 'Bargains come when people panic'; Fear & Greed Index at 69 (Greed)
Oaktree's Howard Marks: This is not a market that's on sale. There are no bargains which result when people panic and accept less than adequate prices. However, the Mag 7 are the highest quality companies and their price earnings ratios, which are in the 30s, are not excessive.
Rivian's $RIVN factory in Illinois got hit by a tornado this weekend. CEO RJ Scaringe said part of the factory was damaged and that operations in that part are expected to resume this week - CNBC.
Starmer formally apologizes to House of Commons; Mandelson failed UK Security Vetting; Foreign Office withheld vetting result; 69% probability Starmer ousted this year per Polymarket
Chris Wormald, then Cabinet Secretary, told PM that foreign office did not inform him that UK Security Vetting had recommended Mandelson should not be appointed even when Wormald carried out an investigation after Mandelson was sacked in September 2025.
goldman sachs is settling $1b+ daily in tokenized repos on canton network. DTCC is testing US equity settlement on it. jpmorgan integrated onyx. BCG projects $16t in tokenized assets by 2030. you can't buy canton, digital asset is private. the indirect exposure is ONDO for [tokenized finance].
KelpDAO attack targeted LayerZero infrastructure; exploited 'KelpDAO laziness'; described as 'way more sophisticated than expected' by former Ripple CTO David Schwartz
FORMER RIPPLE $XRP CTO DAVID SCHWARTZ ON KELPDAO INCIDENT: 'THE ATTACK WAS WAY MORE SOPHISTICATED THAN I EXPECTED AND AIMED AT LAYERZERO INFRASTRUCTURE TAKING ADVANTAGE OF KELPDAO LAZINESS.'
As expected on the day that refund claims window opens, the Customs system for processing those claims is crashing out under the high volumes. Try again later! However, one importer we work with that did get through processed 4,000 entries and only 16 were held up.
Tesla received approval in the Netherlands for its supervised full self-driving system, allowing hands-free navigation on Amsterdam's city streets, a first in Europe
Chancellor Friedrich Merz said his government rejects 'hostile and aggressive tactics' in Germany's banking industry after Commerzbank AG formally rejected UniCredit SpA's takeover bid.
Ukraine expects oil to resume flowing through the Druzhba pipeline as soon as Tuesday, clearing the way for the European Union to unblock a much-needed €90 billion ($106 billion) loan for Kyiv
goldman sachs is settling $1b+ daily in tokenized repos on canton network. DTCC is testing US equity settlement on it. jpmorgan integrated onyx. BCG projects $16t in tokenized assets by 2030. you can't buy canton, digital asset is private. the indirect exposure is ONDO for
Warsh Senate Banking Committee testimony Tuesday; rate-setting independence "essential"; "inflation is a choice"; bank regulation/public monies should not get same deference
Warsh is set to tell lawmakers on Tuesday that the Fed's independence in setting rates is "essential" but that policy decisions related to bank regulation and "public monies" should not be given the same deference. He will also argue that "inflation is a choice" and that price
Three liquidity injections. Same week. Fed injected $5,058,000,000 before market open. Treasury released $90,000,000,000 via TGA. Now the largest Treasury debt buyback in history. $15,000,000,000. Governments don't inject this much liquidity for no reason.
Nvidia $NVDA, Adobe $ADBE and WPP announced a new partnership to bring "agentic AI to the center of enterprise marketing operations across creative production and customer experience orchestration"
Kimi K2.6 live on Baseten; production-ready; KV-aware routing; Moonshot AI (Alibaba ~35% stake)
Kimi K2.6的上线进一步证明开源模型生态保持活力，与闭源模型形成持续竞争态势。部分观察者注意到Kimi与Qwen均与阿里巴巴存在股权关联，引发对中国AI模型商业化路径的讨论。
open models are very much alive [QT @baseten: Kimi K2.6 has landed, and it is live on Baseten! We have baked in multiple inference optimizations so that you can leverage Kimi K2.6 in production right away. To run Kimi K2.6, Baseten uses: -> The Baseten Inference Stack with advanced optimizations, including KV-aware routing]
Polymarket is seeking an additional $400 million in funding, according to people familiar with the negotiations, after securing $600 million at a $15 billion valuation last month
All these stocks hit new 52 WEEK HIGHS at some point today $AMD Marvell $MRVL Avis Budget $CAR Western Digital $WDC Analog Devices $ADI Vertiv $VRT Dell Technologies $DELL Texas Instruments $TXN Cisco $CSCO Applied Optoelectronics $AAOI ON Semiconductor $ON Nokia $NOK Ciena
HEZBOLLAH CEASEFIRE VIOLATIONS: In 2 separate incidents in the Bint Jbeil area and in an incident in the Litani area, terrorists violated the ceasefire understandings by operating within the Forward Defense Area, approaching IDF troops and posing an imminent threat to them.
Sailors conduct flight operations aboard USS Gerald R. Ford (CVN 78) in the Red Sea, April 19. The Ford Carrier Strike Group is sailing in the U.S. Central Command area of responsibility.
circle is co-developing private stablecoin settlement (USDCx) directly on aleo with mercy corps, GSR, and humlinked already deployed in colombia. $167.3b in stablecoins settle on ethereum with zero privacy layer. the issuer of $60b USDC chose aleo's zkSNARK architecture to fix
Three liquidity injections. Same week. Fed injected $5,058,000,000 before market open. Treasury released $90,000,000,000 via TGA. Now the largest Treasury debt buyback in history. $15,000,000,000. Governments don't inject this much liquidity for no reason.
All these stocks hit new 52 WEEK HIGHS at some point today $AMD Marvell $MRVL Avis Budget $CAR Western Digital $WDC Analog Devices $ADI Vertiv $VRT Dell Technologies $DELL Texas Instruments $TXN Cisco $CSCO Applied Optoelectronics $AAOI ON Semiconductor $ON Nokia $NOK Ciena
Polymarket is seeking an additional $400 million in funding, according to people familiar with the negotiations, after securing $600 million at a $15 billion valuation last month
circle is co-developing private stablecoin settlement (USDCx) directly on aleo with mercy corps, GSR, and humlinked already deployed in colombia. $167.3b in stablecoins settle on ethereum with zero privacy layer. the issuer of $60b USDC chose aleo's zkSNARK architecture to fix
If the Fed is responsible for offsetting supply shocks, then Warsh should've been calling for hikes over the last year. He hasn't been because everything that comes out of his mouth has been for an audience of one. He won't have that luxury when he's actually in the seat.
Donald Trump invoked the Defense Production Act to provide federal funds for a wide range of energy projects, as his administration faces pressure to help curb rising oil and gas costs
All these stocks hit new 52 WEEK HIGHS at some point today $AMD Marvell $MRVL Avis Budget $CAR Western Digital $WDC Analog Devices $ADI Vertiv $VRT Dell Technologies $DELL Texas Instruments $TXN Cisco $CSCO Applied Optoelectronics $AAOI ON Semiconductor $ON Nokia $NOK Ciena
France's 'Agency for Secure Documents' got hacked — names, addresses, emails and phone numbers of 19 million people leaked. Future leaks will become even uglier if the French government gets what it wants: access to encrypted chats and Digital IDs of social media users.
circle is co-developing private stablecoin settlement (USDCx) directly on aleo with mercy corps, GSR, and humlinked already deployed in colombia. $167.3b in stablecoins settle on ethereum with zero privacy layer. the issuer of $60b USDC chose aleo's zkSNARK architecture to fix
The housing market is running out of buyers: There were an estimated 46.3% more home sellers than buyers in February 2026, the biggest difference since Redfin data began in 2013. This gap has widened sharply from 29.8% a year ago, marking the strongest market for buyers in over
Kevin Warsh Fed Chair confirmation hearing: Tuesday; 'Fed independence is largely up to the Fed'; inflation Fed's responsibility 'without excuse or equivocation'
If the Fed is responsible for offsetting supply shocks, then Warsh should've been calling for hikes over the last year. He hasn't been because everything that comes out of his mouth has been for an audience of one. He won't have that luxury when he's actually in the seat.
Donald Trump invoked the Defense Production Act to provide federal funds for a wide range of energy projects, as his administration faces pressure to help curb rising oil and gas costs
think about this for a moment: people with unfathomably large piles of computers can use each others coding models to improve their own coding models. who captures the value? is recursive self improvement local, or everywhere continuous?
France's 'Agency for Secure Documents' got hacked — names, addresses, emails and phone numbers of 19 million people leaked. Future leaks will become even uglier if the French government gets what it wants: access to encrypted chats and Digital IDs of social media users.
Labor Secretary Lori Chavez-DeRemer is out of President Donald Trump's Cabinet, the administration announced Monday, after a series of alleged abuses of her position's power, including having an affair with a subordinate and drinking alcohol on the job.
Circle co-develops USDCx on Aleo; zkSNARK architecture; deployed Colombia; $167.3B stablecoins settle on Ethereum with zero privacy; Circle issues $60B USDC
circle is co-developing private stablecoin settlement (USDCx) directly on aleo with mercy corps, GSR, and humlinked already deployed in colombia. $167.3b in stablecoins settle on ethereum with zero privacy layer. the issuer of $60b USDC chose aleo's zkSNARK architecture to fix
chainlink reserve holds 3.06m LINK and is accumulating ~120k LINK per week from enterprise payments. ETFs (GLNK + CLNK) absorbed 1.5% of circulating supply with zero outflow days recorded. 27.5m LINK locked in staking v0.2. that's roughly 5% of supply removed and growing.