largest oil supply shock, -20 million b/d, US crude oil prices >$104/barrel, +90% since Dec low, July 2022, $150/barrel warning, 66% chance >$100/barrel
BREAKING: The world is now experiencing its largest oil supply shock in history, losing nearly 20 million barrels of oil supply per day. Top oil supply shocks: 1. Hormuz Closure (NOW): -20 million b/d 2. Iranian Revolution (1978): -5.5 million b/d 3. Yom Kippur War (1973): -4.5
We now have: 1. The 2nd largest monthly job loss since the pandemic 2. Oil prices up +60% in 4 months to a new 2-year high 3. Gas prices up more than +20% since December 2025 4. US PPI inflation unexpectedly rising to its highest since July 2025 5. 10Y Note Yield up +20
Qatar, natural gas liquefaction, full shutdown, 2 weeks restart, 2 weeks full capacity
此举预计将对全球能源市场产生重大影响，因为卡塔尔是主要的液化天然气生产国。
BREAKING: Qatar is set to fully shut natural gas liquefaction today, two sources close to the matter say. Restarting natural gas liquefaction after a complete shutdown would take 2 weeks. Once restarted, Qatar would need at least another 2 weeks to reach full capacity. Qatar
GPT-5.4 is launching, available now in the API and Codex and rolling out over the course of the day in ChatGPT. It's much better at knowledge work and web search, and it has native computer use capabilities. You can steer it mid-response, and it supports 1m tokens of context. https://t.co/DUrHIhXhzc
OpenAI, US Department of War, deploy models, classified network, US Treasury, GSA, Anthropic products, Claude platform, termination of use, robotics chief resigned, mass surveillance, autonomous weapons
🚀 Day 5 of #OpenSourceWeek: 3FS, Thruster for All DeepSeek Data Access Fire-Flyer File System (3FS) - a parallel file system that utilizes the full bandwidth of modern SSDs and RDMA networks. ⚡ 6.6 TiB/s aggregate read throughput in a 180-node cluster ⚡ 3.66 TiB/min
Unitree G1, world's first humanoid robot cluster Kung Fu, world's first kip-up, world's first standing side flip, Unitree H2, R1 Intelligent Companion, A2 Stellar Hunter
Movement creates intelligence - Unitree's G1 humanoid robot nails the world's first kip-up!😘 This fresh, newly captured video from Unitree's testing grounds showcases the breakneck speed of humanoid intelligence advancement. Every day brings something thrilling! #Unitree #Combat https://t.co/Q9102fw0x1
ALS took Nick’s arm mobility. Now, he can control a robotic arm with his Neuralink device to feed himself. “Life with my BCI has been and continues to be so surreal and so rewarding. Can’t wait to see what comes next!” https://t.co/jInvprOyAr
Israel, Iran, preemptive strike, US participation, B-1 bombers, F-15E, F-35I, B-52s, PrSMs, IRGC C2, air defense, missile/drone sites, military airfields, Shahid Bagheri, Soleimani-class warship, Yak-130, Abu al-Qassem Baba’iyan eliminated, eastern Tehran military compound struck, 'all of the oil'
Two days ago, the Iranian regime had 11 ships in the Gulf of Oman, today they have ZERO. The Iranian regime has harassed and attacked international shipping in the Gulf of Oman for decades. Those days are over. Freedom of maritime navigation has underpinned American and global https://t.co/nzdkMVMqZC
7 US service members killed, 3 US F-15E Strike Eagles down (friendly fire), Kuwait, Iranian propaganda, USS Abraham Lincoln, Shahid Bagheri, Bahrain drone attack, 32 civilians injured, 150 THAAD interceptors
CENTCOM Update TAMPA, Fla. – Last night, a U.S. service member passed away from injuries received during the Iranian regime’s initial attacks across the Middle East. The service member was seriously wounded at the scene of an attack on U.S. troops in the Kingdom of Saudi Arabia
Gulf countries, Saudi Arabia, UAE, Kuwait, Qatar, withdrawing investments, Iran war, budget stains
此举可能对全球金融市场造成影响，反映出中东地区冲突对盟友经济决策的深远影响。
BREAKING: 3 of the 4 big Gulf countries (Saudi Arabia, UAE, Kuwait, and Qatar) are discussing withdrawing from US and other investments as the toll from the war with Iran mounts, per FT. Details Include: 1. "Budget stains" are reportedly mounting due to reduced income from
French police, X office raid, Paris, French intelligence, Telegram, Moldova, censorship request, US Congress, EU Censorship Files, EU Commission, political opponents, 8 elections, 6 European countries
The US Congress has exposed the EU Commission for censoring political opponents for over a decade and interfering in at least 8 elections across 6 European countries. This is consistent with the French gov’s attempts to force Telegram to censor speech in 2 of those countries. QT @JudiciaryGOP: 🚨The EU Censorship Files, Part II For more than a year, the Committee has been warning that European censorship laws threaten U.S. free speech online. Now, we have proof: Big Tech is censoring Americans’ speech in the U.S., including true information, to comply with Europe’s https://t.co/Fg0gxzoTxD
BREAKING: President Trump has brokered a "multimillion-dollar" gold deal between the US and Venezuela, per Axios. Details include: 1. Venezuela's state-owned mining company, Minerven, agrees to sell up to 1,000 kilograms of gold destined for US markets 2. Trafigura will
Telegram, Cocoon, decentralized confidential compute network, live, AI requests, 100% confidentiality, TON
此举将AI计算与区块链技术结合，旨在提供更高的数据隐私和安全，同时为GPU所有者提供新的收入来源。
🐣 It happened. Our decentralized confidential compute network, Cocoon, is live. The first AI requests from users are now being processed by Cocoon with 100% confidentiality. GPU owners are already earning TON. https://t.co/jDBwQNutH6 is up. 🏦 Centralized compute providers such
BREAKING: The world is now experiencing its largest oil supply shock in history, losing nearly 20 million barrels of oil supply per day. Top oil supply shocks: 1. Hormuz Closure (NOW): -20 million b/d 2. Iranian Revolution (1978): -5.5 million b/d 3. Yom Kippur War (1973): -4.5
BREAKING: The US economy unexpectedly LOSES -92,000 jobs in February, below expectations of a +58,000 gain. The unemployment rate was 4.4%, above expectations of 4.3%. This marks just the 2nd monthly job loss since the 2020 pandemic. The US labor market is clearly weakening.
.@POTUS’ policies have – for the first time in three years – caused mortgage rates to fall below 6% according to Freddie Mac’s Primary Mortgage Survey. The average rate for a 30-year fixed mortgage hit 5.98%, its lowest level since September 2022.
BREAKING: Qatar is set to fully shut natural gas liquefaction today, two sources close to the matter say. Restarting natural gas liquefaction after a complete shutdown would take 2 weeks. Once restarted, Qatar would need at least another 2 weeks to reach full capacity.
MBaer has funneled over a hundred million dollars through the U.S. financial system on behalf of illicit actors tied to Iran and Russia. Banks should be on notice that the U.S. Treasury will aggressively protect the integrity of the U.S. financial system using the full force of [QT @USTreasury: Today, @FinCENnews proposed a rule that, if finalized, would sever Swiss bank MBaer Merchant Bank AG access to the U.S. financial system as a result of its financial support to illicit actors linked to Russia and Iran.]
GPT-5.4 is launching, available now in the API and Codex and rolling out over the course of the day in ChatGPT. It's much better at knowledge work and web search, and it has native computer use capabilities. You can steer it mid-response, and it supports 1m tokens of context. https://t.co/DUrHIhXhzc
Thank you, PM @narendramodi ji, for an inspiring conversation on India’s AI opportunity. To support the country’s ambitions, Microsoft is committing US$17.5B—our largest investment ever in Asia—to help build the infrastructure, skills, and sovereign capabilities needed for https://t.co/NdFEpWzoyZ
Dozens of G1 robots achieved the world’s first fully autonomous humanoid robot cluster Kung Fu performance (with quick movement), pushing motion limits and setting multiple world firsts! H2 made striking progress!
🌎 The Neuralink Patient Registry is now open globally! If you have quadriplegia and are interested in exploring groundbreaking ways to control a computer using your thoughts, you can now sign up from anywhere in the world. https://t.co/jdKOJNhuKf https://t.co/rgG1sRr8G7
Operation Epic Fury, Israel/US strikes on Iran, 6 US service members killed, 3 US F-15E lost, PrSMs used, >3000 targets struck in 1 week, Soleimani-class warship, Shahid Bagheri drone carrier
Last night, U.S. B-1 bombers, struck deep inside Iran to degrade Iranian ballistic missile capabilities. As the President stated, "we're going to destroy their missiles and raze their missile industry to the ground."
BREAKING: The US is "dismayed" by Israel's strikes on 30 Iranian oil depots on Saturday, sparking the first "significant disagreement" between the allies since the war began, per Axios. Details Include: 1. The strikes reportedly went "far beyond" what the US expected when
Cartels fear US retaliation as Trump-era pressure reshapes strategy: 'They fear the United States' “President Trump launches 'Shield of the Americas,' a coalition of Latin American and Caribbean countries aimed at dismantling drug cartels.” https://t.co/YflOnwEuDE
BREAKING: The world is now experiencing its largest oil supply shock in history, losing nearly 20 million barrels of oil supply per day. Top oil supply shocks: 1. Hormuz Closure (NOW): -20 million b/d 2. Iranian Revolution (1978): -5.5 million b/d 3. Yom Kippur War (1973): -4.5
BREAKING: US oil prices officially surge above $104/barrel for the first time since July 2022. US oil prices are now up +90% since the December low. https://t.co/wCgjfrAivU
BREAKING: Iraq has shut down oil production at Rumaila, the world's second largest oil field which produces 1.5 million barrels of oil per day, amid escalating military activity.
BREAKING: Qatar is set to fully shut natural gas liquefaction today, two sources close to the matter say. Restarting natural gas liquefaction after a complete shutdown would take 2 weeks. Once restarted, Qatar would need at least another 2 weeks to reach full capacity. Qatar https://t.co/YzLCXVpQ53
BREAKING: The US economy unexpectedly LOSES -92,000 jobs in February, below expectations of a +58,000 gain. The unemployment rate was 4.4%, above expectations of 4.3%. This marks just the 2nd monthly job loss since the 2020 pandemic. The US labor market is clearly weakening.
GPT-5.4 is great at coding, knowledge work, computer use, etc, and it's nice to see how much people are enjoying it. But it's also my favorite model to talk to! We have missed the mark on model personality for awhile, so it feels extra good to be moving in the right direction.
Tonight, we reached an agreement with the Department of War to deploy our models in their classified network. In all of our interactions, the DoW displayed a deep respect for safety and a desire to partner to achieve the best possible outcome. AI safety and wide distribution of
Thank you, PM @narendramodi ji, for an inspiring conversation on India’s AI opportunity. To support the country’s ambitions, Microsoft is committing US$17.5B—our largest investment ever in Asia—to help build the infrastructure, skills, and sovereign capabilities needed for https://t.co/NdFEpWzoyZ
CENTCOM Update TAMPA, Fla. – As of 4 pm ET, March 2, six U.S. service members have been killed in action. U.S. forces recently recovered the remains of two previously unaccounted for service members from a facility that was struck during Iran's initial attacks in the region.
BREAKING: President Trump responds to Spain banning the US from using their military bases for strikes on Iran: President Trump says: 1. The US is now "cutting off all trade with Spain" 2. He has a "right to stop everything that has to do with Spain" 3. He instructed Treasury
No private company will ever dictate the terms of our national security. Anthropic’s attempts to push use clauses into their contracts with the United States government are unacceptable, and their products will no longer be utilized by the @USTreasury or any other government https://t.co/TBIEYCAblr
*WTI OIL DROPS AS MUCH AS 10% TO $85.52/BBL AT START OF [Tuesday] TRADING
*TRUMP SAYS IRAN WAR WILL END 'SOON' BUT NOT THIS WEEK
Not to be callous ... but the market really cares about oil tankers moving through the Strait of Hormuz. It believes that transits are about to
Microsoft $MSFT is adding Anthropic's AI technology to its Copilot service - Reuters [QT @StockMKTNewz: Microsoft $MSFT CEO Satya Nadella posted this today: “Announcing Copilot Cowork, a new way to complete tasks and get work done in M365.” https://t.co/HI2U5L6YVV]
ChatGPT has over 2.5x as many paid monthly subscribers than Gemini and Claude do combined Full report: https://t.co/P2BUkn6fvY https://t.co/jsctkcHgc9 [QT @omooretweets: 🚨 The @a16z consumer AI Top 100 is back! For the sixth time, we ranked consumer AI websites and mobile apps by usage (monthly unique visits and MAUs). This edition, we changed the rules. Here's why - and what the new list says about where consumer AI is heading 👇 https://t.co/4XSHw3bnGD]
This is absolutely insane: By 2:10 PM ET today, the S&P 500, $SPY, $675 strike calls had fallen to a low of $0.02 per contract, effectively worthless. Then, at 3:20 PM ET, President Trump said the Iran war is "very complete," sending the S&P 500 soaring. By 3:30 PM ET, 10 https://t.co/PDyJ8NlLzh
“If Iran does anything that stops the flow of Oil within the Strait of Hormuz, they will be hit by the United States of America TWENTY TIMES HARDER than they have been hit thus far.” - @POTUS https://t.co/EfJm0xQ9Jz
BREAKING: Iran says any Arab or European country that expels the ambassadors of Israel and the US will have "full authority and freedom" to pass through the Strait of Hormuz, per BBC. Details include: 1. Iran says this policy will begin tomorrow after a week-long shutdown 2.
"We have more rights to take all necessary measures to defend ourselves, to protect our people, and this is exactly what we are doing," Iranian Foreign Minister Abbas Araghchi tells @IAmAmnaNawaz. "This is not our war, this is not our choice. This war is imposed on us. We are https://t.co/IEdB7YLoZZ
The Ethereum Foundation is using DVT-lite to stake 72,000 ETH: https://t.co/NIt4mksntj My hope for this project is that in the process, we can make it maximally easy and one-click to do distributed staking for institutions. Choose which computers run your nodes, make a config
*WTI OIL DROPS AS MUCH AS 10% TO $85.52/BBL AT START OF [Tuesday] TRADING *TRUMP SAYS IRAN WAR WILL END 'SOON' BUT NOT THIS WEEK Not to be callous ... but the market really cares about oil tankers moving through the Strait of Hormuz. It believes that transits are about to
Is this Bullish or Bearish software stocks? 🤔 🤔 [QT @wallstengine: WIRED says Nvidia is preparing to launch an open-source AI agent platform called NemoClaw, aimed at enterprise software companies. The platform would let businesses deploy AI agents for internal tasks, work even outside $NVDA chips, and include security and privacy tools. https://t.co/jEZWCR862i]
ChatGPT has over 2.5x as many paid monthly subscribers than Gemini and Claude do combined Full report: https://t.co/P2BUkn6fvY https://t.co/jsctkcHgc9 [QT @omooretweets: 🚨 The @a16z consumer AI Top 100 is back! For the sixth time, we ranked consumer AI websites and mobile apps by usage (monthly unique visits and MAUs). This edition, we changed the rules. Here's why - and what the new list says about where consumer AI is heading 👇 https://t.co/4XSHw3bnGD]
This is absolutely insane: By 2:10 PM ET today, the S&P 500, $SPY, $675 strike calls had fallen to a low of $0.02 per contract, effectively worthless. Then, at 3:20 PM ET, President Trump said the Iran war is "very complete," sending the S&P 500 soaring. By 3:30 PM ET, 10 https://t.co/PDyJ8NlLzh
“If Iran does anything that stops the flow of Oil within the Strait of Hormuz, they will be hit by the United States of America TWENTY TIMES HARDER than they have been hit thus far.” - @POTUS https://t.co/EfJm0xQ9Jz
Iran policy, expel ambassadors of Israel and US, Strait of Hormuz, full authority and freedom, tomorrow, week-long shutdown, Araghchi denies preventing ships, Iraqi PBS NEWS: Oil shipments halted due to US and Israeli attacks
BREAKING: Iran says any Arab or European country that expels the ambassadors of Israel and the US will have "full authority and freedom" to pass through the Strait of Hormuz, per BBC. Details include: 1. Iran says this policy will begin tomorrow after a week-long shutdown 2.
The Ethereum Foundation is using DVT-lite to stake 72,000 ETH: https://t.co/NIt4mksntj My hope for this project is that in the process, we can make it maximally easy and one-click to do distributed staking for institutions. Choose which computers run your nodes, make a config
WTI OIL DROPS AS MUCH AS 10% TO $85.52/BBL, surged to $120 a barrel, gasoline per gallon has risen nearly 50 cents, sanctions relief, US Navy escort tankers through the Strait of Hormuz
*WTI OIL DROPS AS MUCH AS 10% TO $85.52/BBL AT START OF [Tuesday] TRADING *TRUMP SAYS IRAN WAR WILL END 'SOON' BUT NOT THIS WEEK Not to be callous ... but the market really cares about oil tankers moving through the Strait of Hormuz. It believes that transits are about to
Cost pressures across US businesses are accelerating: US manufacturers reported total operating costs jumped +8.5% in 2025, nearly double the +5.0% rise in the prior year. At the same time, service firms saw costs rise +7.0%, also accelerating from +5.0% in 2024. Employee https://t.co/R3T6pEeWJs
Japan’s economy expanded in the final quarter of 2025 more than initially reported, stronger corporate investment, Q4 GDP upgraded to annualised 1.3% expansion, vs -0.2% q/q, vs -0.3% seen earlier
Japan’s economy expanded in the final quarter of 2025 more than initially reported thanks to stronger corporate investment, as Prime Minister Sanae Takaichi urges further spending to develop key industries https://t.co/ZjpYNo5655
UK consumer sentiment has dropped sharply since war broke out in the Middle East, Australia’s consumer confidence edged higher in March, though daily readings showed a weakening over the survey period as concerns about the war in the Middle East gathered pace
UK consumer sentiment has dropped sharply since war broke out in the Middle East, according to a new survey, as the global consequences of the conflict start to take their toll on economies such as Britain’s https://t.co/em3Liw1nOF
OpenClaw is seeing close to one million daily visits to its signup page Full report: https://t.co/P2BUkn6fvY https://t.co/tgG1fpctSq [QT @omooretweets: 🚨 The @a16z consumer AI Top 100 is back! For the sixth time, we ranked consumer AI websites and mobile apps by usage (monthly unique visits and MAUs). This edition, we changed the rules. Here's why - and what the new list says about where consumer AI is heading 👇 https://t.co/4XSHw3bnGD]
Wall Street stocks clawed their way back from a steep selloff to close higher, final-hour rebound, Trump suggested that the US-Israeli war on Iran could be close to ending
Wall Street stocks clawed their way back from a steep selloff to close higher, notching a final-hour rebound after US President Trump suggested that the US-Israeli war on Iran could be close to ending. Read: https://t.co/WF6hONJR0l https://t.co/wgzuDltImZ
“If Iran does anything that stops the flow of Oil within the Strait of Hormuz, they will be hit by the United States of America TWENTY TIMES HARDER than they have been hit thus far.” - @POTUS https://t.co/EfJm0xQ9Jz
BREAKING: Iran says any Arab or European country that expels the ambassadors of Israel and the US will have "full authority and freedom" to pass through the Strait of Hormuz, per BBC. Details include: 1. Iran says this policy will begin tomorrow after a week-long shutdown 2.
not allow export of one litre of oil from region if US, Israeli attacks continue, IRGC, will determine the end of the war, security in the region will be for everyone or for no one
Australia will send a surveillance aircraft to the Middle East, supply the UAE with advanced air-to-air missiles, defend against Iranian attacks, keep local airspace open
Australia will send a surveillance aircraft to the Middle East and supply the UAE with advanced air-to-air missiles to defend against Iranian attacks and keep local airspace open in order to help stranded Australians return home https://t.co/XSoa5wI8XA
Iranian Foreign Minister Abbas Araghchi said Monday that talks with the United States may be off the table after the U.S. and Israel initiated a military operation against the country. In an interview with PBS News Hour co-anchor Amna Nawaz, Araghchi said he didn't think talking
The Ethereum Foundation is using DVT-lite to stake 72,000 ETH: https://t.co/NIt4mksntj My hope for this project is that in the process, we can make it maximally easy and one-click to do distributed staking for institutions. Choose which computers run your nodes, make a config
OLAS at $8.5m mcap is 51x smaller than virtuals at $434m. polystrat agents running 388% returns on polymarket with 4,200 trades in 2 weeks. same ERC-8004 identity layer integration. same agent infrastructure. the consumer app gets the premium but the infrastructure layer captures
Cost pressures across US businesses are accelerating: US manufacturers reported total operating costs jumped +8.5% in 2025, nearly double the +5.0% rise in the prior year. At the same time, service firms saw costs rise +7.0%, also accelerating from +5.0% in 2024. Employee
Japan’s economy expanded in the final quarter of 2025 more than initially reported thanks to stronger corporate investment, as Prime Minister Sanae Takaichi urges further spending to develop key industries https://t.co/ZjpYNo5655
India’s central bank is poised to play a bigger role in both currency and bond markets as crude oil surges above $100 a barrel, raising the risk of higher inflation and putting pressure on government finances, analysts say https://t.co/gQwTaIehF4
Nvidia, NemoClaw, open-source AI agent platform, enterprise
英伟达正在将其AI产品扩展到开源代理平台领域，此举可能进一步巩固其在企业AI解决方案市场的地位。
BREAKING: Nvidia, $NVDA, is planning to launch an open-source AI agent platform called NemoClaw, allowing enterprises to deploy AI agents for their workforces, per WIRED.
This is false. Thermodynamic and next-gen compute will create a whole new cycle of massive buildouts in the early 2030s. The digital world will be left behind. [QT @Kekius_Sage: Jensen Huang says the AI boom could create huge wealth in the next few years, but once the infrastructure is fully built, breaking into the industry may become far harder. The current wave may be one of the last big entry points for outsiders.]
A top Pentagon official sees little chance of resuming negotiations with Anthropic over military use of its AI tools following the company’s legal challenge of an unprecedented government move to declare the firm a supply-chain risk https://t.co/hgJfIHSWsY
Chip Wilson is pushing for major leadership changes as Lululemon faces slowing growth and rising competition in the athleisure market. https://t.co/1dwRFE4M5L
“If Iran does anything that stops the flow of Oil within the Strait of Hormuz, they will be hit by the United States of America TWENTY TIMES HARDER than they have been hit thus far.” - @POTUS https://t.co/EfJm0xQ9Jz
Iran policy on Strait of Hormuz, expelling ambassadors, IRGC oil export threat, 'determine the end of the war', 'security...for everyone or for no one'
BREAKING: Iran says any Arab or European country that expels the ambassadors of Israel and the US will have "full authority and freedom" to pass through the Strait of Hormuz, per BBC. Details include: 1. Iran says this policy will begin tomorrow after a week-long shutdown 2.
The Iranian regime can try to hide their missile launchers, but U.S. forces won’t stop looking. When we find them, we’re taking them out. https://t.co/urq3LWwARC
Trump's administration is considering reducing oil sanctions on Russia to help cool a surge in global energy prices triggered by the US and Israeli war on Iran, with an announcement possible as soon as March 9, according to three sources familiar with the planning. More here:
President Trump had a call Monday with Russian President Putin to discuss the war in Iran and other issues, according to the Kremlin. Putin's foreign affairs adviser Yuri Ushakov described the conversation as "frank and businesslike" and said it lasted about one hour.
Cost pressures across US businesses are accelerating: US manufacturers reported total operating costs jumped +8.5% in 2025, nearly double the +5.0% rise in the prior year. At the same time, service firms saw costs rise +7.0%, also accelerating from +5.0% in 2024.
Japan’s economy expanded in the final quarter of 2025 more than initially reported thanks to stronger corporate investment, as Prime Minister Sanae Takaichi urges further spending to develop key industries
Indonesia central bank defend rupiah, volatile oil prices; India central bank intervention, crude oil >$100/barrel; New Zealand inflation, fuel costs, earlier interest-rate hike
Indonesia’s central bank may continue to defend the rupiah around a key threshold as volatile oil prices, a stronger dollar and risk-off flows tied to the Iran conflict deepen concerns over the nation’s investment appeal
Australia’s fiscal coffers are set to be boosted by higher liquefied natural gas and coal export prices fueled by the war in Iran, while households will be hit by surging gasoline costs, according to a research note from Bloomberg Economics
BREAKING: Nvidia, $NVDA, is planning to launch an open-source AI agent platform called NemoClaw, allowing enterprises to deploy AI agents for their workforces, per WIRED.
A top Pentagon official sees little chance of resuming negotiations with Anthropic over military use of its AI tools following the company’s legal challenge of an unprecedented government move to declare the firm a supply-chain risk
“If Iran does anything that stops the flow of Oil within the Strait of Hormuz, they will be hit by the United States of America TWENTY TIMES HARDER than they have been hit thus far.” - @POTUS https://t.co/EfJm0xQ9Jz
“We've left some of the most important targets for later in case we need to do it. If we hit them, it's going to take many years for them to be rebuilt,” says President Trump.
Australia will send a surveillance aircraft to the Middle East and supply the UAE with advanced air-to-air missiles to defend against Iranian attacks and keep local airspace open in order to help stranded Australians return home
President Trump had a call Monday with Russian President Putin to discuss the war in Iran and other issues, according to the Kremlin. Putin's foreign affairs adviser Yuri Ushakov described the conversation as "frank and businesslike" and said it lasted about one hour.
China’s export growth accelerated far faster than expected in the first two months of the year, putting shipments on a record path before US and Israeli strikes on Iran disrupted global trade https://t.co/Mpaqlq3ExA
Cost pressures across US businesses are accelerating: US manufacturers reported total operating costs jumped +8.5% in 2025, nearly double the +5.0% rise in the prior year. At the same time, service firms saw costs rise +7.0%, also accelerating from +5.0% in 2024. Employee https://t.co/R3T6pEeWJs
BREAKING: Nvidia, $NVDA, is planning to launch an open-source AI agent platform called NemoClaw, allowing enterprises to deploy AI agents for their workforces, per WIRED.
A top Pentagon official sees little chance of resuming negotiations with Anthropic over military use of its AI tools following the company’s legal challenge of an unprecedented government move to declare the firm a supply-chain risk https://t.co/hgJfIHSWsY
Apple increased iPhone production in India by about 53% last year and now makes a quarter of its marquee devices there, reflecting the US company’s efforts to avoid tariffs on China https://t.co/zmlYlp7hLo
Planet Labs, extending its delay, commercial satellite imagery, Middle East, to two weeks from four days, concerns that the intelligence could be used to target NATO members
Planet Labs is extending its delay on commercial satellite imagery in the Middle East to two weeks from four days over concerns that the intelligence could be used to target NATO members https://t.co/MZOc3CeuiG
“If Iran does anything that stops the flow of Oil within the Strait of Hormuz, they will be hit by the United States of America TWENTY TIMES HARDER than they have been hit thus far.” - @POTUS https://t.co/EfJm0xQ9Jz
Schrodinger's Iran War [QT @OilHeadlineNews: Q: You said the war is 'very complete.' But your defense secretary says 'this is just the beginning.' So which is it? TRUMP: You could say both https://t.co/VoNCavh4tx]
US operating costs, manufacturers +8.5% (2025), service firms +7.0% (2025)
这些数据表明美国经济制造业和服务业的成本压力都在加速，预示着持续的通胀压力。
Cost pressures across US businesses are accelerating: US manufacturers reported total operating costs jumped +8.5% in 2025, nearly double the +5.0% rise in the prior year. At the same time, service firms saw costs rise +7.0%, also accelerating from +5.0% in 2024.
Massive 30% Oil rally and reversal was triggered by (later unsubstantiated) news of G7 release & end of the war. However, most significant selling came from CTA stop loss. Trend is still +ive and news will evolve, so CTAs likely to re- establish longs (risk is to the upside).
China’s government bond yield curve reached its steepest level in about four years, as inflation concerns triggered by the Iran war pile pressure on longer‑term debt
BREAKING: Nvidia, $NVDA, is planning to launch an open-source AI agent platform called NemoClaw, allowing enterprises to deploy AI agents for their workforces, per WIRED.
A top Pentagon official sees little chance of resuming negotiations with Anthropic over military use of its AI tools following the company’s legal challenge of an unprecedented government move to declare the firm a supply-chain risk
Jensen Huang says the AI boom could create huge wealth in the next few years, but once the infrastructure is fully built, breaking into the industry may become far harder. The current wave may be one of the last big entry points for outsiders.
Apple increased iPhone production in India by about 53% last year and now makes a quarter of its marquee devices there, reflecting the US company’s efforts to avoid tariffs on China https://t.co/zmlYlp7hLo
The Iranian regime can try to hide their missile launchers, but U.S. forces won’t stop looking. When we find them, we’re taking them out. https://t.co/urq3LWwARC
"We have already warned everybody in the region," says Iranian Foreign Minister Abbas Araghchi. "Since we cannot reach American soil, we have to attack their bases in the region." https://t.co/iu4J4J5G
French President Emmanuel Macron, "unprecedented" fleet, eight frigates, one aircraft carrier, two helicopter carriers, Eastern Mediterranean, Strait of Hormuz
‼️🇫🇷 France is assembling an “unprecedented” fleet of eight frigates, an aircraft carrier and two helicopter carriers in the eastern Med and “off the straits of Hormuz”, President Emmanuel Macron said today. 1/
Trump's administration is considering reducing oil sanctions on Russia to help cool a surge in global energy prices triggered by the US and Israeli war on Iran, with an announcement possible as soon as March 9, according to three sources familiar with the planning. More here:
China’s government bond yield curve reached its steepest level in about four years, as inflation concerns triggered by the Iran war pile pressure on longer‑term debt https://t.co/sodyEdV0od
China’s export growth accelerated far faster than expected in the first two months of the year, putting shipments on a record path before US and Israeli strikes on Iran disrupted global trade https://t.co/Mpaqlq3ExA
BREAKING: Nvidia, $NVDA, is planning to launch an open-source AI agent platform called NemoClaw, allowing enterprises to deploy AI agents for their workforces, per WIRED.
Apple increased iPhone production in India by about 53% last year and now makes a quarter of its marquee devices there, reflecting the US company’s efforts to avoid tariffs on China https://t.co/zmlYlp7hLo
The Iranian regime can try to hide their missile launchers, but U.S. forces won’t stop looking. When we find them, we’re taking them out. https://t.co/urq3LWmARC
"We have already warned everybody in the region," says Iranian Foreign Minister Abbas Araghchi. "Since we cannot reach American soil, we have to attack their bases in the region." https://t.co/iu4JqX4d5G
First Came the Hospital Leak, Now Macron Says Cyprus Is Europe’s Front Line The leaked July 18, 2025 letter from French Health Minister Catherine Vautrin surfaced in late August and early September 2025, it said regional health agencies should prepare hospitals to receive 10,000 https://t.co/6RTh9lsXQi [QT @clashreport: French President Macron: When Cyprus is under attack, the entire Europe is under attack. https://t.co/ZT0mz8Q0Hd]
Massive 30% Oil rally and reversal was triggered by (later unsubstantiated) news of G7 release & end of the war. However, most significant selling came from CTA stop loss. Trend is still +ive and news will evolve, so CTAs likely to re- establish longs (risk is to the upside).
BREAKING: Nvidia, $NVDA, is planning to launch an open-source AI agent platform called NemoClaw, allowing enterprises to deploy AI agents for their workforces, per WIRED.
From Brian T. Moynihan, CEO of Bank of America, on how many headcounts AI saved in latest earning season (one of many examples): “We have 18,000 people on the company's payroll who code, and we've -- using the AI techniques, we've taken 30% out of the coding technique -- the
Apple increased iPhone production in India by about 53% last year and now makes a quarter of its marquee devices there, reflecting the US company’s efforts to avoid tariffs on China https://t.co/zmlYlp7hLo
Right at the time of vague "end of war" comments shortly after 3pm EST, all 3 main US indices: S&P 500, NDX, and DOW happened to reclaim 200dma - the biggest CTA buy signal. So perhaps CTAs had a bigger role in end of the day squeeze rather than Trump's comments.
US Central Command, Iran missile sites; French fleet (8 frigates, 1 aircraft carrier, 2 helicopter carriers), Eastern Med, Straits of Hormuz; ship clusters near Strait of Hormuz; President Trump's statement
‼️🇫🇷 France is assembling an “unprecedented” fleet of eight frigates, an aircraft carrier and two helicopter carriers in the eastern Med and “off the straits of Hormuz”, President Emmanuel Macron said today.
From Brian T. Moynihan, CEO of Bank of America, on how many headcounts AI saved in latest earning season (one of many examples): “We have 18,000 people on the company's payroll who code, and we've -- using the AI techniques, we've taken 30% out of the coding technique -- the
Apple increased iPhone production in India by about 53% last year and now makes a quarter of its marquee devices there, reflecting the US company’s efforts to avoid tariffs on China https://t.co/zmlYlp7hLo
Israeli Radio: The government is considering expanding the security belt and buffer zone inside southern Lebanon and is discussing this with Washington.
A veritable armada of crepe. The French will not hazelnut to protect the world fromage of Trump. [QT @Mij_Europe: ‼️🇫🇷 France is assembling an “unprecedented” fleet of eight frigates, an aircraft carrier and two helicopter carriers in the eastern Med and “off the straits of Hormuz”, President Emmanuel Macron said today. 1/]
"We've left some of the most important targets for later in case we need to do it. If we hit them, it's going to take many years for them to be rebuilt," says President Trump.
China purchased more crude in the first two months of the year as the country continued to hoard oil to guard against supply disruptions https://t.co/21rXuzfMi3
Billion dollar Seed... we're going to need something larger than a Coconut to label this [QT @lxbrun: I am joining @ylecun and an exceptional founding team to lead @amilabs as CEO. We have secured a $1.03 billion USD seed round to fuel our mission to build intelligent systems capable of truly understanding the real world—a long-term scientific endeavor.]
From Brian T. Moynihan, CEO of Bank of America, on how many headcounts AI saved in latest earning season (one of many examples): “We have 18,000 people on the company's payroll who code, and we've -- using the AI techniques, we've taken 30% out of the coding technique -- the
TSMC's sales rose 30% in the first two months of the year, buoyed by the robust pace of AI infrastructure construction prior to the outbreak of conflict in the Middle East https://t.co/ZODVgskMY
🎯 STRUCK: The IDF conducted an additional wave of airstrikes targeting assets and storage facilities of the Hezbollah affiliated Al-Quard Al-Hassan Association in Lebanon, used to finance the purchasing of weapons and terrorist salaries, as part of ongoing efforts to further https://t.co/AZIjUKYpoD
This is so cyberpunk it's insane [QT @dim0kq: Very interesting footage from Russians indicating that Ukrainian Forces use laser light beam to fry fiber optic on "waiter" drones. Quite unexpected turn of the warfare, take notes. https://t.co/C1zDkBoX0U]
Middle East conflict, Iran war, Qatar LNG outage, higher oil prices, Air New Zealand, Qantas, Vietnam WFH, Mitsui Chemicals, Formosa Petchem force majeure, India force majeure, G7 emergency oil reserves, Thai WFH
Some Asian LNG buyers are struggling to find prompt cargoes after a war-related outage at the world’s largest export facility in Qatar tightened global supplies of the super-chilled fuel https://t.co/McYrIhQkYU
TSMC, sales rose 30%, first two months of year, AI infrastructure
这表明芯片制造商的潜在增长强劲，AI相关硬件需求在冲突前表现出蓬勃态势。
TSMC's sales rose 30% in the first two months of the year, buoyed by the robust pace of AI infrastructure construction prior to the outbreak of conflict in the Middle East https://t.co/ZOD3VgskMY
Quest Global has begun discussions with investment banks for a potential initial public offering in Mumbai that could raise as much as $1 billion, according to people familiar with the matter https://t.co/nM4wWd9Kzk
🎯 STRUCK: The IDF conducted an additional wave of airstrikes targeting assets and storage facilities of the Hezbollah affiliated Al-Quard Al-Hassan Association in Lebanon, used to finance the purchasing of weapons and terrorist salaries, as part of ongoing efforts to further https://t.co/AZIjUKYpoD
Israeli government, security belt, buffer zone, southern Lebanon, Washington
此举可能预示着以色列与黎巴嫩边境地区的战略调整或冲突升级，并可能需要美国的外交支持。
Israeli Radio: The government is considering expanding the security belt and buffer zone inside southern Lebanon and is discussing this with Washington.
Billion dollar Seed... we're going to need something larger than a Coconut to label this [QT @lxbrun: I am joining @ylecun and an exceptional founding team to lead @amilabs as CEO. We have secured a $1.03 billion USD seed round to fuel our mission to build intelligent systems capable of truly understanding the real world—a long-term scientific endeavor.]
You thought the alignment problem was the real problem of the AI era. It was always the verification problem. Do you have the skills to know if the output is correct? If not, you FUBAR. [QT @lukOlejnik: Amazon is holding a mandatory meeting about AI breaking its systems. The official framing is "part of normal business." The briefing note describes a trend of incidents with "high blast radius" caused by "Gen-AI assisted changes" for which "best practices and safeguards are not https://t.co/XSXOSqALBN]
🎯 STRUCK: The IDF conducted an additional wave of airstrikes targeting assets and storage facilities of the Hezbollah affiliated Al-Quard Al-Hassan Association in Lebanon, used to finance the purchasing of weapons and terrorist salaries, as part of ongoing efforts to further https://t.co/AZIjUKYpoD
Senator Warner, no imminent US threat from Iran, threat to Israel
这位美国参议员的言论突显了美国政策圈内部对于伊朗对美国国家安全和对地区盟友威胁的细致看法。
Good night to everyone: [QT @unusual_whales: Warner: "There was no imminent threat to the United States by the Iranians. There was a threat to Israel. If we equate a threat to Israel as the equivalent of an imminent threat to the US, then we are in uncharted territory." https://t.co/3egdHufP9I]
Billion dollar Seed... we're going to need something larger than a Coconut to label this [QT @lxbrun: I am joining @ylecun and an exceptional founding team to lead @amilabs as CEO. We have secured a $1.03 billion USD seed round to fuel our mission to build intelligent systems capable of truly understanding the real world—a long-term scientific endeavor.]
You thought the alignment problem was the real problem of the AI era. It was always the verification problem. Do you have the skills to know if the output is correct? If not, you FUBAR. [QT @lukOlejnik: Amazon is holding a mandatory meeting about AI breaking its systems. The official framing is "part of normal business." The briefing note describes a trend of incidents with "high blast radius" caused by "Gen-AI assisted changes" for which "best practices and safeguards are not https://t.co/XSXOSqALBN]
There are now over a half dozen extremely well-funded companies from famous AI researchers building alternative approaches to AI, betting LLM-based technologies hit a wall. The overall effect is that there are now more pathways than ever for keeping AI development moving forward.
TSMC, sales rose 30%, first two months, AI infrastructure construction
这一增长突显了AI芯片和相关基础设施的强劲市场需求，但也暗示地缘政治冲突可能对未来增长构成风险。
TSMC's sales rose 30% in the first two months of the year, buoyed by the robust pace of AI infrastructure construction prior to the outbreak of conflict in the Middle East https://t.co/ZOD3VgskMY
Bain Capital raises $10.5 billion for its sixth Asia buyout fund, completing a rapid fundraising that defies a broader industry slowdown https://t.co/eYSpzy2D9F
Some of the world’s biggest hedge funds known for their steady returns suffered hundreds of millions of dollars in losses last week after the war against Iran triggered wild market moves and hit portfolios across the industry https://t.co/3iyd4JFduo
🎯 STRUCK: The IDF conducted an additional wave of airstrikes targeting assets and storage facilities of the Hezbollah affiliated Al-Quard Al-Hassan Association in Lebanon, used to finance the purchasing of weapons and terrorist salaries, as part of ongoing efforts to further https://t.co/AZIjUKYpoD
NATO is deploying a US-made Patriot missile-defense system to Turkey’s southern province of Malatya, in response to Iranian missiles targeting the country https://t.co/sFdCysVMML
Oil drops after President Trump said the Iran war could end "very soon," and Turkey announces that NATO is deploying a Patriot system in the country. Get the latest in our live blog: https://t.co/bhk22N4Bdc
[QT @sainingxie: i’m joining forces with @ylecun and an incredible group of people to start AMI Labs @amilabs. AMI isn’t a conventional lab. we don’t intend to become one. a lot to say about why this moment matters, but for now we’re heads down building. join us: https://t.co/zXj1IyBYDc]
There are now over a half dozen extremely well-funded companies from famous AI researchers building alternative approaches to AI, betting LLM-based technologies hit a wall. The overall effect is that there are now more pathways than ever for keeping AI development moving forward.
[QT @lukOlejnik: Amazon is holding a mandatory meeting about AI breaking its systems. The official framing is "part of normal business." The briefing note describes a trend of incidents with "high blast radius" caused by "Gen-AI assisted changes" for which "best practices and safeguards are not https://t.co/XSXOSqALBN]
Oil prices have topped $100 a barrel for the first time since 2022, as the escalating Iran war disrupts crude flows out of the Persian Gulf. Here's what to know https://t.co/7LslkiId0d
European Central Bank Governing Council member Madis Muller said the chances of an interest-rate hike have risen of late, but that officials shouldn’t react hastily to the war in Iran and its implications
US Job finding confidence near all-time lows (Feb), 44%; Decline in consumers not expecting to make minimum debt payments (Feb); US small business sentiment declined (Feb)
Job finding confidence still near all-time lows for consumers per survey from @NewYorkFed ... as of February, average of 44% believed they'd find a job in next 3 months if losing current job today https://t.co/qyE8AqTSRC
There are now over a half dozen extremely well-funded companies from famous AI researchers building alternative approaches to AI, betting LLM-based technologies hit a wall. The overall effect is that there are now more pathways than ever for keeping AI development moving forward.
Amazon is holding a mandatory meeting about AI breaking its systems. The official framing is "part of normal business." The briefing note describes a trend of incidents with "high blast radius" caused by "Gen-AI assisted changes" for which "best practices and safeguards are not https://t.co/XSXqOqALBN]
Hugo Boss第四季度业绩超出分析师预期。英国房屋建筑商Persimmon展望2026年利润和销售强劲，股价创六年最大涨幅，尽管税前利润未达共识。大众汽车预计2025年利润因关税和中国市场竞争减半。Lindt & Spruengli AG因地缘政治动荡下调全年销售指引，股价大跌创六年新低。Pennon Group预计年度利润将处于预测区间低端。
Hugo Boss Q4 beat estimates; Persimmon 2026 strong outlook, shares surged most in 6 years; Volkswagen 2025 profit halves; Lindt shares fell most in 6 years; Pennon Group low end forecast
乐高计划在美国进行大笔投资，预计消费者支出将保持弹性，其销售额已超越全球玩具市场并创下新纪录。山德士集团（Sandoz Group AG）成立全球生物仿制药部门，以应对未来十年内价值6500亿美元专利到期药物的市场机会。Stellantis正与丰田和博世供应商合作开发新款Jeep的混合动力技术。雷诺计划到2030年在印度推出四款新车型，并通过海外扩张实现销量增长23%。
Lego sales record, Sandoz targets $650 billion biosimilars market, Renault 23% sales volume increase target by 2030
EU's von der Leyen: Presenting new European strategy for small modular nuclear reactors today, which we want to be operational in Europe by the early 2030s
20,000,000 Bitcoin mined, Bitcoin >$70,000, Bank Policy Institute considers lawsuit against OCC over crypto charters, Avalanche >20 million transactions, Coinbase IRS Form 1099-DA
Oil prices, topped $100/barrel, first time since 2022, Iran war, US gas prices above $3.40/gallon, Trump, Iran exit ramp, oil prices retreated $119 to $90
You thought the alignment problem was the real problem of the AI era. It was always the verification problem. Do you have the skills to know if the output is correct? If not, you FUBAR.
Lindt & Spruengli AG shares fell by the most in six years after the chocolate maker lowered its full-year sales guidance, citing geopolitical turmoil
Some of the world’s biggest hedge funds known for their steady returns suffered hundreds of millions of dollars in losses last week after the war against Iran triggered wild market moves and hit portfolios across the industry
India’s cabinet relaxed foreign investment rules for Chinese firms, an official said, marking a shift in New Delhi’s stance toward its largest neighbor and geopolitical rival
hyperliquid policy center announced feb 18. cftc announced perp regulation focus march 3. that's not coincidental timing. chervinsky plus giancarlo is the only cftc-connected leadership team in perp DEXs. $29m seed is a down payment. the alpha is tracking chervinsky's
Oil prices have topped $100 a barrel for the first time since 2022, as the escalating Iran war disrupts crude flows out of the Persian Gulf. Here's what to know https://t.co/7LslkiId0d
Chinese electric-vehicle maker Nio reported its first ever quarterly profit, a milestone that follows a decade of cash burn but coincides with an increasingly shaky demand outlook https://t.co/gLtLusXdKd
Lindt & Spruengli AG shares fell by the most in six years after the chocolate maker lowered its full-year sales guidance, citing geopolitical turmoil https://t.co/ON9PZRmFBO
Chinese electric-vehicle maker Nio reported its first ever quarterly profit, a milestone that follows a decade of cash burn but coincides with an increasingly shaky demand outlook
Samsung and SK said they plan to cancel a combined 20.8 trillion won ($14.1 billion) of treasury shares, one of the largest such moves by South Korean conglomerates as firms respond to governance reforms aimed at boosting shareholder returns
Iran missile strikes on Israel, IDF strikes in Tehran, US campaign struck 5,000 targets, objectives to destroy missiles/defense industrial base/navy, Strait of Hormuz threat
Trump said that Cuba is in 'deep trouble' on a 'humanitarian basis' and that US Secretary of State Marco Rubio was dealing with the issue which may or may not be a 'friendly takeover' https://t.co/G8cBW93AxZ
February @NFIB small business optimism down to 98.8 vs. 99.6 est. & 99.3 prior … hiring plans fell along with % of firms seeing higher selling prices and expecting a better economy; compensation plans and capex plans unchanged
Indian refiners have bought about 30 million barrels of Russian oil since the US provided a green light for purchases to help the country cope with a shortfall of Middle Eastern supply, according to people with knowledge of the deals
NVIDIA $NVDA CEO JENSEN HUANG JUST SAID: “We are still early. Much of the infrastructure does not yet exist. Much of the workforce has not yet been trained. Much of the opportunity has not yet been realized. But the direction is clear. AI is becoming the foundational https://t.co/VyTJyYwi7Q
Pershing Square filed for an IPO in a deal that would see billionaire Bill Ackman’s hedge fund make its debut on a US exchange alongside a new closed-end fund. https://t.co/a1wd7zGOuU 📷: Jeenah Moon / Bloomberg https://t.co/9vXwzzimjG
Chinese electric-vehicle maker Nio reported its first ever quarterly profit, a milestone that follows a decade of cash burn but coincides with an increasingly shaky demand outlook
Samsung and SK said they plan to cancel a combined 20.8 trillion won ($14.1 billion) of treasury shares, one of the largest such moves by South Korean conglomerates as firms respond to governance reforms aimed at boosting shareholder returns
Flows did a 180 yesterday and went FULL risk-on with $12b flooding into trading crowd favorites $SPY $QQQ $HYG et al.. while $VOO (the tortoise in the wealth creation race) doing its half a bil a day regardless of the weather. https://t.co/ZmVfqIenfw
Iranian officials ruled out ceasefire/negotiations; US Defense Sec. Hegseth: today most intense strike day; US objectives to destroy missiles, defense base, navy
BREAKING: Iranian officials have "ruled out" any plans for a ceasefire or negotiations with Israel and the US, per FT. Details include: 1. The statement comes as Israel's Prime Minister Netanyahu said they are "not done yet" 2. US Defense Secretary Hegseth said today would be
Companies are rushing to sell bonds in Europe as gauges of credit risk fell on indications from US President Donald Trump that the war in Iran will end soon
MARA RIOT and BTDR aren't bitcoin miners anymore. bitdeer liquidated 100% of its BTC treasury. core scientific getting $500m from morgan stanley specifically for AI buildout. MARA signed 20-30 year AI power deals with EDF. jpmorgan's $30 RIOT target is based on AI compute, not
The Iran war is threatening to upend Americans' household budgets. U.S. oil prices hit a high of $119.50 on Monday, and the national average gasoline price topped $3.50 a gallon as of Tuesday, up 21% from a month ago, according to AAA. Read how consumers could be "hammered" as https://t.co/KhdfCTSvNX
Nvidia $NVDA is making a new investment in Thinking Machines Lab, an AI company founded by former OpenAI executive Mira Murati Nvidia will also supply chips to help train and run the startup’s AI models - Bloomberg https://t.co/eZYPWJOpVy
Yann LeCun just raised $1.03bn to prove LLMs are a dead end. This is Europe's largest ever seed round, and he did it in four months. https://t.co/1drOjS6jxo
Pershing Square filed for an IPO in a deal that would see billionaire Bill Ackman’s hedge fund make its debut on a US exchange alongside a new closed-end fund. https://t.co/a1wd7zGOUu 📷: Jeenah Moon / Bloomberg https://t.co/9vXwzzimjG
BREAKING: Amazon is getting ready to try and raise between $25B-$30B by selling high grade bonds in as many as 11 tranches, ranging from 2 to 50 years. Amazon is also reportedly looking to raise another 10 Billion Euros in a euro
BREAKING: Iranian officials have "ruled out" any plans for a ceasefire or negotiations with Israel and the US, per FT. Details include: 1. The statement comes as Israel's Prime Minister Netanyahu said they are "not done yet" 2. US Defense Secretary Hegseth said today would be
Bitcoin Supply Shock Intensifies As Banks Prepare To Sue The U.S. Gov Over Crypto! Let's Discuss LIVE @ 9am est w/ @alexlmiller 🔥 https://t.co/fxBXRP0tb1 https://t.co/zvJjCbhKWg
According to the February NFIB small business survey survey, 11 percent of respondents list "poor sales" as their single-most important problem, the highest level since July 2025 and up 2ppts from the previous month. Historically, this is not the best sign for the labor market.
BREAKING: The Trump Administration is preparing an Executive Order to "weed out" Anthropic, per Axios. The order formally instructs the federal government to "rip out" Anthropic's AI from its operations.
Nvidia CEO Jensen Huang: 'AI is a five layer cake' (Energy, Chips, Infrastructure, Models, Applications); investing in Thinking Machines Lab; supply chips; OpenAI exited Oracle deal for Nvidia's Ruben
AI is forcing a complete rebuild of data center infrastructure, and networking is becoming one of the biggest bottlenecks. @nexthopai is building high-performance Ethernet switches designed natively for AI workloads.
MARA RIOT and BTDR aren't bitcoin miners anymore. bitdeer liquidated 100% of its BTC treasury. core scientific getting $500m from morgan stanley specifically for AI buildout. MARA signed 20-30 year AI power deals with EDF. jpmorgan's $30 RIOT target is based on AI compute, not
AMAZON $AMZN IS PLANNING TO RAISE MONEY BY SELLING DEBT Amazon is getting ready to try and raise between $25B-$30B by selling high grade bonds in as many as 11 tranches, ranging from 2 to 50 years Amazon is also reportedly looking to raise another 10 Billion Euros in a euro
Samsung and SK said they plan to cancel a combined 20.8 trillion won ($14.1 billion) of treasury shares, one of the largest such moves by South Korean conglomerates as firms respond to governance reforms aimed at boosting shareholder returns
Nio reported its first ever quarterly profit; follows a decade of cash burn
蔚来汽车在长期投入后实现了关键的盈利里程碑，但其未来发展仍面临电动汽车市场需求可能放缓的挑战。
Chinese electric-vehicle maker Nio reported its first ever quarterly profit, a milestone that follows a decade of cash burn but coincides with an increasingly shaky demand outlook
SpaceX reportedly wants to IPO on the NASDAQ [QT @WOLF_Financial: JUST IN: Elon Musk’s SpaceX is leaning toward a Nasdaq listing in what could rank as the biggest IPO of all time, per sources familiar with the company’s thinking.
Iran ruled out ceasefire/negotiations; 'most intense day of strikes'; '5,000 targets', '50 Iranian ships'; Strait of Hormuz effectively closed for second week
India secured 30 million barrels of Russian oil, seeking additional LNG; Indian steelmakers face production cuts; UK, Germany, Italy agree on freedom of navigation; France asked IEA to study oil stocks, threatened sanctions on price hikes
稳定币的推出正在加速，西部联盟（Western Union）发布了$USDPT，富达（Fidelity）也面向零售和机构投资者推出了富达数字美元（Fidelity Digital Dollar，$FIDD）。按交易笔数计算，BNB Chain处理了全球约40%的稳定币交易，其中82%的转账金额低于1000美元。
Stablecoin launches skyrocketing; Western Union $USDPT; Fidelity Digital Dollar $FIDD; BNB Chain handles 40% of global stablecoin transactions; 82% under $1,000
Stablecoin launches are skyrocketing: Western Union is the latest Fortune 500 company to launch a stablecoin, $USDPT, as volumes have skyrocketed. This follows Fidelity's first stablecoin launch, Fidelity Digital Dollar, $FIDD, for retail and institutional investors. As a
national average gas prices up 54 cents (18%) to $3.54/gallon (highest since Jul 2024), US oil prices hit $119.50 then eased to ~$93/barrel, crude supply out of Persian Gulf remains disrupted
Yesterday was day 8 of the war. The national average of gas prices is up 54 cents (18%) since it started. Prices were up 6 cents yesterday. https://t.co/gCWn8VQcNz
The Fed was already struggling to get inflation back to 2% before Trump opted for an all-out confrontation with Iran. Now, elevated energy prices, if sustained, risk delaying that progress further, entangling the central bank in yet another challenging debate about how to https://t.co/QNi3tLYc9
February ADP added 63,000 jobs, BLS total nonfarm payrolls fell 92,000, disconnect
主要劳动力市场指标之间的这种分歧，使得准确评估就业部门的当前健康状况和发展方向变得更具挑战性。
The Payroll Split Is the Tell and the Labor Market Is Softer Than It Looks The February gap between ADP and BLS looks like a contradiction at first glance. ADP said private employers added 63,000 jobs in February, while BLS said total nonfarm payrolls fell 92,000 and private https://t.co/VbHwrHIFqv
US Existing Home Sales rose 1.7% to 4.09M annualized rate in Feb, forecast -0.77%, previous -8.4%
在更优惠的融资条件和需求略有增长的推动下，美国房地产市场正在显示出反弹迹象。
US existing-home sales unexpectedly rose in February and the prior month was revised up. Contract closings increased 1.7% to a 4.09 million annualized rate, according to National Association of Realtors data https://t.co/jE6YNvnCG4 https://t.co/6CSJrHgLXV
Nvidia $NVDA is making a new investment in Thinking Machines Lab, an AI company founded by former OpenAI executive Mira Murati Nvidia will also supply chips to help train and run the startup’s AI models - Bloomberg https://t.co/eZYPWJOpVy
The Trojan Horse Externality: AI makes writing code free but not inspecting it. You ship a lot of uninspected code. @amazon is now holding an urgent meeting about what came out of the code, which they poetically call “high blast radius” incidents. https://t.co/L8ztmGrNe9
Trump Administration preparing Executive Order to 'rip out' Anthropic's AI from federal operations, Anthropic's Claude app recently approved for government use
BREAKING: The Trump Administration is preparing an Executive Order to "weed out" Anthropic, per Axios. The order formally instructs the federal government to "rip out" Anthropic's AI from its operations.
Elon Musk's rocket and satellite maker SpaceX is leaning toward listing its shares on the Nasdaq for what could rank as the biggest initial public offering of all time https://t.co/3hCZcv55ww https://t.co/6SdrJ0Kjf9
Amazon ($AMZN) to raise $25B-$30B debt, 10 Billion Euros in Euro bonds
这表明亚马逊对资金的巨大需求，可能用于资助其持续的增长计划，包括对AI和云基础设施的重大投资。
AMAZON $AMZN IS PLANNING TO RAISE MONEY BY SELLING DEBT Amazon is getting ready to try and raise between $25B-$30B by selling high grade bonds in as many as 11 tranches, ranging from 2 to 50 years Amazon is also reportedly looking to raise another 10 Billion Euros in a euro https://t.co/cF8Z7EuDEw
Boeing ($BA) delay deliveries of some 737 MAX, wiring problem
这标志着波音的又一次生产挫折，可能进一步影响其交付目标、财务业绩以及从以往问题中恢复的进程。
Boeing $BA said it will delay deliveries of some 737 MAX planes after discovering a problem with wiring on newly built aircraft - WSJ https://t.co/Go1rP14RY2
US Defense Secretary Hegseth: Today will be the 'most intense day of strikes', struck more than 5,000 targets in Iran, destroyed more than 50 Iranian ships, objectives: destroy missiles, defense industrial base, Iran's navy
US Defense Secretary Pete Hegseth said the US is conducting its "most intense day of strikes inside Iran" with the most fighters and bombers during a press conference Tuesday at the Pentagon https://t.co/j3Q5hQBh1t https://t.co/hJYAV6vMYe
Iranian officials ruled out ceasefire or negotiations with Israel and US, Israel's Prime Minister Netanyahu said they are 'not done yet', Iran continued missile strikes on Israel
双方均表明冲突将持续并可能升级，伊朗拒绝和谈和持续的军事行动，显示出其在缓和局势上的强硬立场。
BREAKING: Iranian officials have "ruled out" any plans for a ceasefire or negotiations with Israel and the US, per FT. Details include: 1. The statement comes as Israel's Prime Minister Netanyahu said they are "not done yet" 2. US Defense Secretary Hegseth said today would be
Iran's security chief: Strait of Hormuz will either be a strait of peace and prosperity for all or will be a strait of defeat and suffering for 'warmongers'
The biggest refinery in the UAE halted operations after a drone strike caused a fire in the surrounding area. Get the latest in our live blog: https://t.co/bhk22N4Bdc
South Korea's President is trying to calm down the population about the removal of US defense assets but said openly he opposed the move The message is getting pickup all over the Asia Pacific https://t.co/2MJOrN0Ny4
Stablecoin launches are skyrocketing: Western Union is the latest Fortune 500 company to launch a stablecoin, $USDPT, as volumes have skyrocketed. This follows Fidelity's first stablecoin launch, Fidelity Digital Dollar, $FIDD, for retail and institutional investors. As a https://t.co/I3Y9pr0ike
UPDATE: HYPERLIQUID $HYPE HIP-3 TOKENIZED FUTURES MARKET HITS $1.2B OI JUST MONTHS AFTER ITS LAUNCH, DRIVEN BY EQUITY AND COMMODITY CONTRACTS LIKE OIL, GOLD AND SILVER
The Trojan Horse Externality: AI makes writing code free but not inspecting it. You ship a lot of uninspected code. @amazon is now holding an urgent meeting about what came out of the code, which they poetically call “high blast radius” incidents.
BREAKING: US stock market indices extend gains to a new high of the day, with the S&P 500 now 2.5% away from a record high. Asset owners continue to win.
Bill Ackman is returning to the IPO market with a plan to raise up to $7 billion through a closed-end fund called Pershing Square USA, which would also give investors stakes in Pershing Square, his alternative asset management firm
most intense day of strikes, US officials contradict Trump on swift end, US Envoy Witkoff on Iran's enrichment and diplomatic unwillingness, Sen. Cruz predicts new regime, Trump Administration, Executive Order, Anthropic
US Defense Secretary Pete Hegseth said the US is conducting its "most intense day of strikes inside Iran" with the most fighters and bombers during a press conference Tuesday at the Pentagon https://t.co/j3Q5hQBh1t https://t.co/hJYAV6vMYe
Strait of Hormuz effectively closed, drone strike on UAE refinery, IDF operations in Ilam, BA flight cancellations, ExxonMobil evacuation, Iran's threats, US considering escorts
"7 months ago, Ukraine tried to sell the U.S. their battle-proven technology for downing Iranian-made drones. The Trump administration dismissed the Ukrainians, only to reverse course last week after more-than-expected Iranian drone strikes," per Axios.
西联汇款成为最新推出稳定币$USDPT的财富500强公司，紧随富达（Fidelity）推出面向散户和机构投资者的首个稳定币Fidelity Digital Dollar（$FIDD）。BNB Chain处理全球约40%的稳定币交易量，其中82%的交易额低于1,000美元。有分析指出，在当前高名义利率、高通胀、高债务GDP比和更宽信用利差等“金发姑娘”宏观条件下，稳定币市场正从中受益。
Western Union $USDPT, Fidelity $FIDD, BNB Chain 40% stablecoin transactions, 82% under $1,000
Stablecoin launches are skyrocketing: Western Union is the latest Fortune 500 company to launch a stablecoin, $USDPT, as volumes have skyrocketed. This follows Fidelity's first stablecoin launch, Fidelity Digital Dollar, $FIDD, for retail and institutional investors. As a https://t.co/I3Y9pr0ike
BLOOMBERG ANALYST JAMES SEYFFART ON $XRP ETFS: "XRP ETFS HAVE ACTUUPALLY HELD UP PRETTY WELL DESPITE THE MASSIVE PULLBACK IN PRICE." "THEY'VE TAKEN IN A CUMULATIVE $1.4 BILLION SINCE LAUNCH."
The oil market is moving at an unprecedented pace: Trading volume in the United States Oil Fund ETF, $USO, jumped to a record $12.4 billion on Monday. This puts volumes up +1,000% since the start of the year.
S&P 500 now 2.5% away from a record high; SPX is up 100 handles since Friday close
尽管地缘政治紧张，市场仍表现出显著反弹，反映出投资者情绪的改善或对未来经济的乐观预期。
BREAKING: US stock market indices extend gains to a new high of the day, with the S&P 500 now 2.5% away from a record high. Asset owners continue to win. https://t.co/5MGiVNPWy9
February existing home sales +1.7% m/m vs. -0.8% est. & -5.9% prior; 4.09 million annualized rate
这一超出预期的增长表明美国房地产市场显现韧性，销售趋势正在改善，东北地区是唯一出现下滑的区域。
February existing home sales +1.7% m/m vs. -0.8% est. & -5.9% prior (rev up from -8.4%) … Northeast was only region that saw decline (-6%) https://t.co/CIhWeiKumg
The Trojan Horse Externality: AI makes writing code free but not inspecting it. You ship a lot of uninspected code. @amazon is now holding an urgent meeting about what came out of the code, which they poetically call “high blast radius” incidents. https://t.co/L8ztmGrNe9
GOOGLE $GOOGL DEEPENS PENTAGON AI PUSH Google is rolling out a feature that lets civilian and military personnel build custom AI agents for unclassified work on GenAI .mil, the Pentagon’s enterprise AI portal - CNBC
86,000 people; 54% of quiz-takers prefer AI; blind taste test
这一结果表明公众对AI生成内容的接受度和偏好显著提高，突显了AI语言模型日益复杂和高质量的特点。
I think this is worth noting. [QT @kevinroose: We made a blind taste test to see whether NYT readers prefer human writing or AI writing. 86,000 people have taken it so far, and the results are fascinating. Overall, 54% of quiz-takers prefer AI. A real moment! https://t.co/Gpbr3TAiiI]
Salesforce $CRM is reportedly planning to sell as much as $25 billion worth of debt in order to fund its share buyback plan - Bloomberg https://t.co/AK4QxX4Gce
Taiwan Semiconductor ($TSM) revenue $22.65 Billion in first 2 months of 2026; up 30% YoY
台积电强劲的营收增长表明其半导体制造服务需求旺盛，反映了更广泛科技行业的健康表现。
Taiwan Semiconductor $TSM brought in a total of $22.65 Billion in the first 2 months of 2026 up 30% YoY [QT @RalliesNews: TSMC’s $TSM combined revenue for January and February reached NT$718.91 billion, a 30% year-over-year increase https://t.co/FG1pTX8ixL]
Boeing ($BA) to delay deliveries of some 737 MAX planes; wiring on newly built aircraft
这个问题进一步复杂化了波音加速飞机交付和维持其业务复苏势头的努力。
Boeing $BA said it will delay deliveries of some 737 MAX planes after discovering a problem with wiring on newly built aircraft - WSJ [QT @LuxAlgo: BREAKING: $BA 🚨🩸🛬 Boeing says wiring flaws will slow some 737 deliveries. https://t.co/Go1rP14RY2]
Apple ($AAPL) increased iPhone production in India by 53% to 55 million units in 2025
这一显著增长表明苹果正在战略性地使其供应链多样化，减少对中国的依赖，并在印度扩大制造规模。
Apple $AAPL reportedly increased iPhone production in India 🇮🇳 by 53% in 2025 [QT @RalliesNews: Apple $AAPL increased iPhone production in India 🇮🇳 by 53% to 55 million units in 2025 https://t.co/Pyhykpbbs4]
Pentagon: most intense day of strikes; US won't end Iran war until enemy is defeated; Israel to expand its defense budget by almost 40 billion shekels ($13 billion)
#GildedAge 🥇 [QT @kenvogel: In 2008 (the last election before Citizens United), billionaires accounted for 0.3% of federal election spending. In 2024, 300 billionaires & their immediate families accounted for 19% of all spending, either directly or through PACs, totaling $3B+. https://t.co/9zzjhNCI7]
IDF dismantled most key assets of the Iranian terror regime’s Internal Security Forces and Basij units in Ilam Province, including main headquarters
此次行动是以色列国防军针对伊朗政权系统和能力进行打击的更广泛行动的一部分。
🎯 DISMANTLED: Most key assets of the Iranian terror regime’s Internal Security Forces and Basij units in Ilam Province, as part of the IDF’s operations to target the regime’s systems and capabilities. Targets included: • The main Internal Security Forces headquarters • The https://t.co/n2Ib7WIxUZ
Three weeks until Trump meets Xi Jinping; Beijing frustrated by insufficient US preparation; summit may limit to trade agreements and leave key diplomatic and security matters untouched
With three weeks until Trump meets Xi Jinping, Beijing is frustrated by what it sees as insufficient US preparation that may limit the landmark summit to trade agreements and leave key diplomatic and security matters untouched. https://t.co/DBpTbwNXH
Record 39.3 million barrels of sanctioned crude; 30.2 million barrels from Iran, 5.6 million from Venezuela, and 3.5 million from Russia; up +454% from October
这一巨额囤积量表明中国持续进口受制裁石油，可能使全球制裁努力复杂化，并影响国际石油市场动态。
BREAKING: A record 39.3 million barrels of sanctioned crude are sitting on tankers off China's coast. The stockpile includes 30.2 million barrels from Iran, 5.6 million from Venezuela, and 3.5 million from Russia. This is up +454% from October and +17% from levels seen prior to https://t.co/hirX1mGKoF
Stablecoin launches are skyrocketing: Western Union is the latest Fortune 500 company to launch a stablecoin, $USDPT, as volumes have skyrocketed. This follows Fidelity's first stablecoin launch, Fidelity Digital Dollar, $FIDD, for retail and institutional investors. As a https://t.co/I3Y9pr0ike
MetaMask users can transact on Monad without needing gas; Gas prices just dropped to zero in MetaMask
这一集成有望显著降低Monad用户的交易门槛，提升用户体验，并可能促进该平台的采用。
Gas prices just dropped to zero in @MetaMask MetaMask users can now transact on Monad without needing gas [QT @MetaMask: What do we say to gas? Not today. 👀 You can now freely swap and interact with @monad in MetaMask. The gas is on us! https://t.co/1NuNQmtvxu]
BLOOMBERG ANALYST JAMES SEYFFART ON $XRP ETFS: "XRP ETFS HAVE ACTUALLY HELD UP PRETTY WELL DESPITE THE MASSIVE PULLBACK IN PRICE." "THEY'VE TAKEN IN A CUMULATIVE $1.4 BILLION SINCE LAUNCH."
Bitcoin climbed back above $71,000 on Tuesday; choppy week of trading; Wall Street keeps building around crypto
尽管短期价格波动，加密货币领域的机构发展和基础设施建设仍在持续，表明市场对长期前景保持信心。
Bitcoin climbed back above $71,000 on Tuesday after a choppy week of trading that saw it spike, retreat and spike again. But the messy price action is obscuring a quieter story: Wall Street keeps building around crypto regardless. https://t.co/dHfk4i0G5x
US oil prices fall -16% to below $80/barrel; $35/barrel intraday swing from $119 to $84/barrel; biggest intraday swing on record; rebound above $80/barrel, then above $85/barrel.
BREAKING: Yesterday's $35/barrel oil swing, falling from $119/barrel to $84/barrel in a single session, officially marks crude oil's biggest intraday swing in dollar terms on record.
BREAKING: A record 39.3 million barrels of sanctioned crude are sitting on tankers off China's coast. The stockpile includes 30.2 million barrels from Iran, 5.6 million from Venezuela, and 3.5 million from Russia. This is up +454% from October and +17% from levels seen prior to https://t.co/hirX1mGKoF
Gas prices pass $3.50 per gallon; highest level since 2024.
中东冲突直接导致美国消费者能源成本上涨，加剧通胀压力并影响家庭预算。
The average price per gallon of unleaded gas in the United States 🇺🇸 climbed to about $3.54 per gallon, the highest price since 2024 - CNBC https://t.co/5rEAtCuWS1
A flotilla of at least 25 supertankers is heading to Saudi Arabia’s Red Sea port of Yanbu as the kingdom races to get its oil to market after the Iran war halted shipping through the Strait of Hormuz https://t.co/V1P02w142J
GOOGLE $GOOGL DEEPENS PENTAGON AI PUSH Google is rolling out a feature that lets civilian and military personnel build custom AI agents for unclassified work on GenAI .mil, the Pentagon’s enterprise AI portal - CNBC
I think this is worth noting. [QT @kevinroose: We made a blind taste test to see whether NYT readers prefer human writing or AI writing. 86,000 people have taken it so far, and the results are fascinating. Overall, 54% of quiz-takers prefer AI. A real moment! https://t.co/Gpbr3TAiiI]
BREAKING: US stock market indices extend gains to a new high of the day, with the S&P 500 now 2.5% away from a record high. Asset owners continue to win. https://t.co/5MGiVNPWy9
Salesforce is planning to sell as much as $25 billion of debt to fund a share buyback, according to people with knowledge of the matter, in what would be the software firm’s biggest-ever note sale https://t.co/EMgdtz2NBm
Taiwan Semiconductor $TSM brought in a total of $22.65 Billion in the first 2 months of 2026 up 30% YoY [QT @RalliesNews: TSMC’s $TSM combined revenue for January and February reached NT$718.91 billion, a 30% year-over-year increase https://t.co/FG1pTX8ixL]
🎯 DISMANTLED: Most key assets of the Iranian terror regime’s Internal Security Forces and Basij units in Ilam Province, as part of the IDF’s operations to target the regime’s systems and capabilities. Targets included: • The main Internal Security Forces headquarters • The https://t.co/n2Ib7WIxUZ
Israel is set to expand its defense budget by almost 40 billion shekels ($13 billion), about 2% of its gross domestic product, to fund the war with Iran, according to a finance ministry official https://t.co/Ixz1gOedyQ
Like Solana this is really impressive given these launched into a brutal 45% drawdown. Traditionally, inflows are near imposs for ETF having a reverse shiny object moment, and esp if they are brand new. My guess is this is largely XRP super fans vs casual retail. [QT @JSeyff: The XRP ETFs have actually held up pretty well despite the massive pullback in price. They've taken in a cumulative $1.4 billion since launch. https://t.co/Bjtmb0y40D]
Gas prices just dropped to zero in @MetaMask MetaMask users can now transact on Monad without needing gas [QT @MetaMask: What do we say to gas? Not today. 👀 You can now freely swap and interact with @monad in MetaMask. The gas is on us! https://t.co/1NuNQmtvxu]
morpho trading at 4.2x P/S with $260m annualized revenue. apollo just took a 9% stake, that's an $840b AUM TradFi giant buying 90m tokens over four years. coinbase routes their entire $1.2b loan product through morpho vaults. aave trades at 12x P/S with core contributors exiting
BREAKING: Yesterday's $35/barrel oil swing, falling from $119/barrel to $84/barrel in a single session, officially marks crude oil's biggest intraday swing in dollar terms on record.
BREAKING: A record 39.3 million barrels of sanctioned crude are sitting on tankers off China's coast. The stockpile includes 30.2 million barrels from Iran, 5.6 million from Venezuela, and 3.5 million from Russia. This is up +454% from October and +17% from levels seen prior to https://t.co/hirX1mGKoF
The average price per gallon of unleaded gas in the United States 🇺🇸 climbed to about $3.54 per gallon, the highest price since 2024 - CNBC https://t.co/5rEAtCuWS1
Conflict, energy/fertilizer prices up, food shortages, destabilizing states, central bank inflation efforts complicated, UN warns Strait of Hormuz disruption.
The conflict is driving up energy and fertilizer prices; threatening food shortages in poor countries; destabilizing fragile states, such as Pakistan; and complicating options for the inflation fighters at central banks, like the Federal Reserve. https://t.co/N2EI1rBzON
Google, $GOOGL, is rolling out a feature that lets civilian and military personnel build custom AI agents for unclassified work on GenAI .Mil, the Pentagon’s enterprise AI portal, per CNBC
The backlog for AI systems is ‘very large,’ says HPE CEO Antonio Neri. Neri discusses how his company is managing what he calls the ‘huge mismatch’ between memory supply and demand https://t.co/HNUPdbiRvU https://t.co/sn1fFrbF67
US stock market indices, S&P 500, new high of the day, 2.5% away from record high.
尽管地缘政治紧张，股市仍保持强劲上涨势头，显示出市场韧性和投资者信心，资产所有者持续受益。
BREAKING: US stock market indices extend gains to a new high of the day, with the S&P 500 now 2.5% away from a record high. Asset owners continue to win. https://t.co/5MGiVNPWy9
Taiwan Semiconductor $TSM brought in a total of $22.65 Billion in the first 2 months of 2026 up 30% YoY [QT @RalliesNews: TSMC’s $TSM combined revenue for January and February reached NT$718.91 billion, a 30% year-over-year increase https://t.co/FG1pTXixuL]
Salesforce is planning to sell as much as $25 billion of debt to fund a share buyback, according to people with knowledge of the matter, in what would be the software firm’s biggest-ever note sale https://t.co/EMgdtz2NBm
BREAKING: US Energy Secretary Wright deletes his X post on the US Navy successfully escorting an oil tanker through the Strait of Hormuz. Oil prices rebound back above $80/barrel. https://t.co/Nhn2Bv7hNI
Canadian police are investigating after the United States consulate in downtown Toronto was hit by gunfire early on Tuesday morning. Nobody was injured. https://t.co/uIahNVyJqK
The SEC and the CFTC plan to coordinate examinations and enforcement for businesses that fall under both agencies’ turf, the latest sign of cooperation between Wall Street’s top regulators https://t.co/c8KnOnGdk1
BREAKING: Yesterday's $35/barrel oil swing, falling from $119/barrel to $84/barrel in a single session, officially marks crude oil's biggest intraday swing in dollar terms on record.
Thinking Machines secured a gigawatt of compute 🤯 [QT @thinkymachines: We are partnering with @nvidia to power our frontier model training and platforms delivering customizable AI. https://t.co/JFlf9hJkKh https://t.co/M23RB8dZxI]
I think we crossed the AGI line with the GPT 5.2/Opus 4.5/Gemini 3 generation of models, in their coding agent form factors, in late November/early December, and if I had to guess the modal historian of the future will also say this
Volkswagen cut 50,000 jobs in Germany by 2030, Salesforce sell $25 billion debt for share buyback, TSMC $22.65 Billion revenue in Jan-Feb 2026 (+30% YoY), Apple increased iPhone production in India by 53% to 55 million units in 2025.
"Elon Musk's rocket and satellite maker SpaceX is leaning toward listing its shares on the Nasdaq for what could rank as the biggest initial public offering of all time," per Reuters
Hassan Salameh eliminated, IDF dismantles Iranian assets in Ilam Province, US asks Israel to halt strikes on Iran’s energy/oil infrastructure, initial Iran war timeline 4-6 weeks, objectives ahead of schedule, 50 Iranian vessels destroyed.
British Airways cancels Abu Dhabi flights, UN warns Strait of Hormuz disruption could cause food shortages, US dismantling THAAD and Patriot systems from S-Korea to send to Middle East.
Reading Korean media and there is great fear that the removal of THAAD will precipitate another diplomatic crisis with China if they are ever redeployed: In 2016 the initial deployment caused a serious crisis and they anticipate another may happen if we try to return it
BREAKING: Yesterday's $35/barrel oil swing, falling from $119/barrel to $84/barrel in a single session, officially marks crude oil's biggest intraday swing in dollar terms on record.
US manufacturing employment continues to shrink: The manufacturing sector lost another -12,000 jobs in February, to 12.57 million, the lowest since January 2022. Employment in the sector has now contracted in 23 of the last 25 months, the longest losing streak since the 2008 https://t.co/p4D0kD3qbH
Google, $GOOGL, is rolling out a feature that lets civilian and military personnel build custom AI agents for unclassified work on GenAI .Mil, the Pentagon’s enterprise AI portal, per CNBC
"Elon Musk's rocket and satellite maker SpaceX is leaning toward listing its shares on the Nasdaq for what could rank as the biggest initial public offering of all time," per Reuters
BREAKING: President Trump comments on reports that Iran has placed mines in the Strait of Hormuz: “If for any reason mines were placed, and they are not removed forthwith, the Military consequences to Iran will be at a level never seen before.” https://t.co/MzVpng8UmK
Crude Oil has to be impossible to trade right now Red = Transportation Secretary Chris Wright says the Navy escorted a ship through the Strait of Hormuz, -8.3% Blue = Social Media post deleted, +5.49% Green = repost below, potential mines in the Strait, +9.57% https://t.co/5WwL74F5wx
BREAKING: The US has asked Israel to stop its strikes on Iranian energy infrastructure, particularly oil assets, per Axios. Details include: 1. President Trump aims to “cooperate” with Iran's oil sector after the war 2. The request marks the first time the Trump
ELIMINATED: Hassan Salameh, Commander of Hezbollah's 'Nassar' Unit, IAF strike, IDF DISMANTLED Iranian Internal Security Forces and Basij units in Ilam Province
🔴ELIMINATED: Hassan Salameh, the Commander of Hezbollah's 'Nassar' Unit Salameh was eliminated on Sunday night in a precise IAF strike in the Jwaya area. The senior terrorist held multiple key positions in the terror organization. https://t.co/mbSudYYYg4
Bilateral trade with South Korea: 240 billion Bilateral trade with Israel: 50 billion [QT @UK_REPT: NEW — 🇰🇷🇺🇸🇮🇷 Korean media published an image from today, showing the US dismantling its THAAD and Patriot systems from S-Korea, to send to the Middle East. https://t.co/9XSRVPc1BY]
Absolute insanity: In just 2 hours, oil prices have now fallen -$10/barrel and risen +$11/barrel, with prices now nearing $90/barrel again. This is unprecedented volatility.
The White House acknowledged that a post from US Energy Secretary Chris Wright had erroneously claimed that an oil tanker had been escorted through the Strait of Hormuz
The conflict is driving up energy and fertilizer prices; threatening food shortages in poor countries; destabilizing fragile states, such as Pakistan; and complicating options for the inflation fighters at central banks, like the Federal Reserve.
US manufacturing employment continues to shrink: The manufacturing sector lost another -12,000 jobs in February, to 12.57 million, the lowest since January 2022. Employment in the sector has now contracted in 23 of the last 25 months, the longest losing streak since the 2008
BREAKING: Yesterday's $35/barrel oil swing, falling from $119/barrel to $84/barrel in a single session, officially marks crude oil's biggest intraday swing in dollar terms on record.
BREAKING: The White House is preparing an executive order formally instructing the federal government to rip out Anthropic's AI from its operations, per Axios
U.S. forces are degrading the Iranian regime's ability to project power at sea and harass international shipping. For years, Iranian forces have threatened freedom of navigation in waters essential to American, regional and global security and prosperity. https://t.co/gIBN02mowh
BREAKING: President Trump comments on reports that Iran has placed mines in the Strait of Hormuz: “If for any reason mines were placed, and they are not removed forthwith, the Military consequences to Iran will be at a level never seen before.” https://t.co/MzVpng8UmK
BREAKING: The US has asked Israel to stop its strikes on Iranian energy infrastructure, particularly oil assets, per Axios. Details include: 1. President Trump aims to “cooperate” with Iran's oil sector after the war 2. The request marks the first time the Trump
Absolute insanity: In just 2 hours, oil prices have now fallen -$10/barrel and risen +$11/barrel, with prices now nearing $90/barrel again. This is unprecedented volatility.
ORACLE $ORCL JUST SAID THIS: "The demand for cloud computing for AI training and inferencing continues to grow faster than supply. Furthermore, some of the largest consumers of AI Cloud capacity have recently strengthened their financial positions quite substantially."
BREAKING: The White House is preparing an executive order formally instructing the federal government to rip out Anthropic's AI from its operations, per Axios
BREAKING: President Trump comments on reports that Iran has placed mines in the Strait of Hormuz: “If for any reason mines were placed, and they are not removed forthwith, the Military consequences to Iran will be at a level never seen before.”
The White House acknowledged that a post from US Energy Secretary Chris Wright had erroneously claimed that an oil tanker had been escorted through the Strait of Hormuz
🛩️📍TEHRAN & TABRIZ: A combined strike on central command centres of the Iranian terror regime Targets struck included: • A special units command center in Tabriz • An “Imam Hassan” security unit military compound in Tehran • A command center for the security unit
Absolute insanity: In just 2 hours, oil prices have now fallen -$10/barrel and risen +$11/barrel, with prices now nearing $90/barrel again. This is unprecedented volatility. https://t.co/k22Gb2ZZzQ
The White House acknowledged that a post from US Energy Secretary Chris Wright had erroneously claimed that an oil tanker had been escorted through the Strait of Hormuz https://t.co/hZG9bPyJsR https://t.co/yh8kyBTNuk
BREAKING: The Fed's balance sheet rose +$42 billion in February, to $6.63 trillion, the 2nd-highest since August. Since the Reserve Management Purchases (RMPs) began in December, total assets have risen +$93 billion. Under this program, the Fed is buying ~$40 billion in https://t.co/oM92JweIbg
US manufacturing employment continues to shrink: The manufacturing sector lost another -12,000 jobs in February, to 12.57 million, the lowest since January 2022. Employment in the sector has now contracted in 23 of the last 25 months, the longest losing streak since the 2008 https://t.co/p4D0kD3qbH
BREAKING: Adam Schiff has introduced a bill to ban bets on war and death in prediction markets. "Betting on war and death creates an environment in which insiders can profit off of nonpublic information, our national security is jeopardized, and violence is encouraged," he said.
ORACLE $ORCL JUST SAID THIS: "The demand for cloud computing for AI training and inferencing continues to grow faster than supply. Furthermore, some of the largest consumers of AI Cloud capacity have recently strengthened their financial positions quite substantially. These
BREAKING: Elon Musk's rocket and satellite maker SpaceX is leaning toward listing its shares on the Nasdaq for what could rank as the biggest initial public offering of all time," per Reuters
Novo Nordisk $NVO received a warning from the US FDA for failing to report serious suspected side effects in patients who took the company’s GLP-1 weight loss drugs - WSJ https://t.co/BxVQoZCZwu
The US corporate investment-grade bond market posted its largest day on record as companies including Amazon launched nearly $66 billion of new debt https://t.co/QjfcN5Fhut
BREAKING: President Trump comments on reports that Iran has placed mines in the Strait of Hormuz: “If for any reason mines were placed, and they are not removed forthwith, the Military consequences to Iran will be at a level never seen before.” https://t.co/MzVpng8UmK
BREAKING: The US has asked Israel to stop its strikes on Iranian energy infrastructure, particularly oil assets, per Axios. Details include: 1. President Trump aims to “cooperate” with Iran's oil sector after the war 2. The request marks the first time the Trump
🔴ELIMINATED: Hassan Salameh, the Commander of Hezbollah's 'Nassar' Unit Salameh was eliminated on Sunday night in a precise IAF strike in the Jwaya area. The senior terrorist held multiple key positions in the terror organization. https://t.co/mbSudYYYg4
🛩️📍TEHRAN & TABRIZ: A combined strike on central command centres of the Iranian terror regime Targets struck included: • A special units command center in Tabriz • An “Imam Hassan” security unit military compound in Tehran • A command center for the security unit
Crude Oil has to be impossible to trade right now Red = Transportation Secretary Chris Wright says the Navy escorted a ship through the Strait of Hormuz, -8.3% Blue = Social Media post deleted, +5.49% Green = repost below, potential mines in the Strait, +9.57%
Fed's balance sheet rose +$42 billion, February, $6.63 trillion, RMPs, total assets risen +$93 billion, US national debt increase by $2,400,000,000,000.00 every year, next decade, Congressional Budget Office
BREAKING: The Fed's balance sheet rose +$42 billion in February, to $6.63 trillion, the 2nd-highest since August. Since the Reserve Management Purchases (RMPs) began in December, total assets have risen +$93 billion. Under this program, the Fed is buying ~$40 billion in
ECB President Christine Lagarde, Iran war, inflation pain, euro zone, Russia’s invasion of Ukraine, volatility, different situation from 2022, better capacity to absorb shocks
The European Central Bank will ensure the war in Iran doesn’t inflict the same inflation pain on the euro zone as Russia’s invasion of Ukraine did, according to President Christine Lagarde
US corporate investment-grade bond market, largest day on record, $66 billion of new debt, Amazon, hardship withdrawals from their 401(k) retirement accounts, historical high
US manufacturing employment shrank by -12,000 jobs in February, 12.57 million, lowest since January 2022, 23 of the last 25 months, longest losing streak since 2008. Shyam Sankar, reindustrialization maximalists
US manufacturing employment continues to shrink: The manufacturing sector lost another -12,000 jobs in February, to 12.57 million, the lowest since January 2022. Employment in the sector has now contracted in 23 of the last 25 months, the longest losing streak since the 2008
ORACLE $ORCL JUST SAID THIS: "The demand for cloud computing for AI training and inferencing continues to grow faster than supply. Furthermore, some of the largest consumers of AI Cloud capacity have recently strengthened their financial positions quite substantially. These"
Microsoft files amicus brief, Anthropic complaint, Trump admin, Pentagon blacklist, Elon Musk's xAI wins permit to build power plant, Mississippi, pollution concerns
这一系列事件凸显了AI行业在政府监管、企业竞争和基础设施建设方面所面临的挑战与策略。
I would not have predicted this and I think Microsoft deserves serious praise here. Bravo. [QT @mirandanazzaro: New: Microsoft files amicus brief in support of Anthropic complaint against Trump admin (h/t @JuliaShapero ) https://t.co/MYtSZFwCzF]
SpaceX, Nasdaq, biggest initial public offering of all time
这一潜在的里程碑式IPO将为这家高知名度公司带来大量资本，并可能重塑资本市场格局。
"Elon Musk's rocket and satellite maker SpaceX is leaning toward listing its shares on the Nasdaq for what could rank as the biggest initial public offering of all time," per Reuters
Novo Nordisk $NVO, US FDA warning, failing to report serious suspected side effects, GLP-1 weight loss drugs
这一监管审查可能给这家主要制药公司及其热门药物类别带来声誉风险和潜在的市场影响。
Novo Nordisk $NVO received a warning from the US FDA for failing to report serious suspected side effects in patients who took the company’s GLP-1 weight loss drugs - WSJ https://t.co/BxVQoZCZwu
Around-the-clock trading, US equity investors, Nasdaq Inc.’s proposal, tokenized version of stocks
这一创新旨在利用区块链技术，延长交易时间，有望彻底改变市场准入和流动性。
Around-the-clock trading may finally be just around the corner for US equity investors following Nasdaq Inc.’s proposal to offer tokenized version of stocks
🛩️📍TEHRAN & TABRIZ: A combined strike on central command centres of the Iranian terror regime Targets struck included: • A special units command center in Tabriz • An “Imam Hassan” security unit military compound in Tehran • A command center for the security unit
Trump mixed messages, "no reports of Iran putting mines", "Operation Epic Fury", "degrading Iranian regime's ability", "Iran fighting back but not stronger than U.S. thought", "lowest amount of missiles"
Israeli strikes hit near Beirut, disarming Hezbollah, Japanese government charter plane, Iranian female soccer team, asylum in Australia, Boeing $289 million contract
BREAKING: The Fed's balance sheet rose +$42 billion in February, to $6.63 trillion, the 2nd-highest since August. Since the Reserve Management Purchases (RMPs) began in December, total assets have risen +$93 billion.
The European Central Bank will ensure the war in Iran doesn’t inflict the same inflation pain on the euro zone as Russia’s invasion of Ukraine did, according to President Christine Lagarde
🛩️📍TEHRAN & TABRIZ: A combined strike on central command centres of the Iranian terror regime Targets struck included: • A special units command center in Tabriz • An “Imam Hassan” security unit military compound in Tehran • A command center for the security unit
KMNO trading at $77m market cap on $66.91m annualized fees. that's roughly 1x P/S. morpho with similar infrastructure trades at 4.2x. kamino has $2.33b TVL, $500m PYUSD vault, zero bad debt across all markets. either the fee multiple is wrong or the comp is. one of them reprices.
mortgage rates, below 6%, 5.98% (30-year fixed), first time in 3+ years, lowest since Sept 2022
总统特朗普政府认为，在政策引导下，抵押贷款利率正在走低，住房负担能力正在改善。
.@POTUS’ policies have – for the first time in three years – caused mortgage rates to fall below 6% according to Freddie Mac’s Primary Mortgage Survey. The average rate for a 30-year fixed mortgage hit 5.98%, its lowest level since September 2022. After hitting highs of 7.79%
OpenAI, EVMbench, benchmark, AI agents, smart contract vulnerabilities
该基准测试将推动AI在区块链安全领域的应用和发展，提升智能合约的安全性。
Introducing EVMbench—a new benchmark that measures how well AI agents can detect, exploit, and patch high-severity smart contract vulnerabilities. https://t.co/op5zufgAGH
My firm, @atreidesmgmt, will be voting in favor of Elon Musk’s performance-based compensation package. And I would prefer that *every* company I invest in have a comparable plan. I believe shareholders should generally support thoughtfully structured performance-based CEO
Hi Liz, this all sounds pretty wild but just isn't true. I don't live in Silicon Valley (honestly hate the place), I never said my political network would get this done (?), and Erebor's bank charter application was not approved rapidly. The Comptroller is supposed to approve [QT @SenWarren: Trump Grifting 101 Step 1: Silicon Valley Billionaire donates to the Trump campaign Step 2: Raises funds for a new bank promising his "political network" will get it done Step 3: Submits bank charter Step 4: Gets it approved rapidly + celebrates with Trump's bank regulator: https://t.co/LrrXACOxmq]
Unitree Spring Festival Gala Robots —a Full Release of Additional Details 🥳 Dozens of G1 robots achieved the world’s first fully autonomous humanoid robot cluster Kung Fu performance (with quick movement), pushing motion limits and setting multiple world firsts! H2 made striking https://t.co/MZgXEnGc2p
French police is currently raiding X’s office in Paris. France is the only country in the world that is criminally persecuting all social networks that give people some degree of freedom (Telegram, X, TikTok…). Don’t be mistaken: this is not a free country.
🐣 It happened. Our decentralized confidential compute network, Cocoon, is live. The first AI requests from users are now being processed by Cocoon with 100% confidentiality. GPU owners are already earning TON. https://t.co/jDBwQNutH6 is up. 🏦 Centralized compute providers such
Introducing EVMbench—a new benchmark that measures how well AI agents can detect, exploit, and patch high-severity smart contract vulnerabilities. https://t.co/op5zufgAGH
Japan’s economy expanded in the final quarter of 2025 more than initially reported thanks to stronger corporate investment, as Prime Minister Sanae Takaichi urges further spending to develop key industries https://t.co/ZjpYNo5655
In the span of a couple of years, crude oil has become one of the main exports flowing through Canada’s largest port — and China is proving its most eager buyer https://t.co/1QxRLYLaIF
Canada will allow TikTok to continue operating, a reversal after the government had previously ordered the social media company to close its Canadian unit for security reasons https://t.co/eXo4woDJWD
Uber launched a feature Monday to allow both women riders and drivers across the U.S. to be matched with other women for trips, expanding a pilot program aimed at addressing concerns about the safety of its riding-hailing platform. https://t.co/FvzmrHr08V
Australia will send a surveillance aircraft to the Middle East and supply the UAE with advanced air-to-air missiles to defend against Iranian attacks and keep local airspace open in order to help stranded Australians return home https://t.co/XSoa5wI8XA
OLAS at $8.5m mcap is 51x smaller than virtuals at $434m. polystrat agents running 388% returns on polymarket with 4,200 trades in 2 weeks. same ERC-8004 identity layer integration. same agent infrastructure. the consumer app gets the premium but the infrastructure layer captures
Just use Solana [QT @cited: The cost to buy 1 bitcoin on Coinbase is $825 in fees, while it’s just a $40 spread on Titan, directly onchain. https://t.co/iwAvWfPR1u]
Japan’s economy expanded in the final quarter of 2025 more than initially reported thanks to stronger corporate investment, as Prime Minister Sanae Takaichi urges further spending to develop key industries
In the span of a couple of years, crude oil has become one of the main exports flowing through Canada’s largest port — and China is proving its most eager buyer
Blackstone-owned data center operator AirTrunk has secured one of the largest financings in the AI infrastructure sector in Japan as part of an expansion plan
Canada will allow TikTok to continue operating, a reversal after the government had previously ordered the social media company to close its Canadian unit for security reasons
sad, now where are they gonna find another CEO whose name means "bluesky" ?? https://t.co/ssGSAwJ5AE [QT @tbpn: BREAKING: Jay Graber stepping down as CEO of Bluesky https://t.co/A7fS7rdXL5]
Disney is close to naming Thomas Mazloum as chairman of the company’s parks, cruises and consumer products division, succeeding Josh D’Amaro, according to sources
新西兰航空（Air New Zealand）因燃油价格飙升，已暂停其2026财年（FY26）展望并上调了票价。Vail Resorts公司因美国西部30多年来最糟糕的降雪，下调了全年业绩指引。
Air New Zealand, FY26 outlook suspended, raised fares, soaring fuel prices, Vail Resorts, full-year guidance cut, worst snowfall in western US in 30+ years
Australia will send a surveillance aircraft to the Middle East and supply the UAE with advanced air-to-air missiles to defend against Iranian attacks and keep local airspace open in order to help stranded Australians return home
25 new B2 stealth bombers, hit Iran electric production, Trump, Putin, Monday call, Iran war, one hour, US Secretary of State Rubio, Afghanistan, state sponsor of wrongful detention
Just use Solana [QT @cited: The cost to buy 1 bitcoin on Coinbase is $825 in fees, while it’s just a $40 spread on Titan, directly onchain. https://t.co/iwAvWfPR1u]
I spoke to @giancarloMKTS about the U.S. policy shift toward crypto, what’s holding up the Clarity Act, why banks may need crypto clarity more than the industry, and how stablecoins, tokenization, AI, and prediction markets fit into America’s growth strategy. 🚨WATCH NOW: https://t.co/0EzScdNnr0
OLAS at $8.5m mcap is 51x smaller than virtuals at $434m. polystrat agents running 388% returns on polymarket with 4,200 trades in 2 weeks. same ERC-8004 identity layer integration. same agent infrastructure. the consumer app gets the premium but the infrastructure layer captures
When Zhang Bo took over his father’s industrial empire in 2019, it was already one of the world’s biggest producers of aluminum. Since then, the stock of his China Hongqiao Group has risen 585%, turning him into Asia’s richest metals tycoon https://t.co/h6opPr6gSB
Just use Solana [QT @cited: The cost to buy 1 bitcoin on Coinbase is $825 in fees, while it’s just a $40 spread on Titan, directly onchain. https://t.co/iwAvWfPR1u]
U.S. policy shift toward crypto, Clarity Act, banks may need crypto clarity, stablecoins, tokenization, AI, and prediction markets fit into America’s growth strategy
I spoke to @giancarloMKTS about the U.S. policy shift toward crypto, what’s holding up the Clarity Act, why banks may need crypto clarity more than the industry, and how stablecoins, tokenization, AI, and prediction markets fit into America’s growth strategy. 🚨WATCH NOW: https://t.co/0EzScdNnr0
AirTrunk, largest financings, Japan AI infrastructure, expansion
这项重大融资凸显了日本AI基础设施领域的强劲投资和增长，表明该地区对AI技术支持的需求旺盛。
Blackstone-owned data center operator AirTrunk has secured one of the largest financings in the AI infrastructure sector in Japan as part of an expansion plan https://t.co/Gybes3jzrY
The Ethereum Foundation is using DVT-lite to stake 72,000 ETH: https://t.co/NIt4mksntj My hope for this project is that in the process, we can make it maximally easy and one-click to do distributed staking for institutions. Choose which computers run your nodes, make a config
Just use Solana [QT @cited: The cost to buy 1 bitcoin on Coinbase is $825 in fees, while it’s just a $40 spread on Titan, directly onchain. https://t.co/iwAvWfPR1u]
Blackstone-owned data center operator AirTrunk has secured one of the largest financings in the AI infrastructure sector in Japan as part of an expansion plan
Falcon 9 is vertical at pad 40 in Florida ahead of tonight’s launch of the @EchoStar XXV mission. Liftoff is now targeted for 12:19 a.m. ET, and weather is >95% favorable → https://t.co/sQRrKDxllQ https://t.co/e0mOtwlI6w
The onshore yuan rose after the People’s Bank of China strengthened the daily reference rate for the managed currency by the most since January 2025 https://t.co/KvG3qbDQ12
"The real impact of AI in the next five to ten years is going to be in farming, mining, and construction. These industries need autonomy. It couldn't come soon enough. If you look at farmers, the average age of a farmer is in their late fifties. What does that mean ten years https://t.co/mdDnF9Ck1P
China’s enthusiasm for OpenClaw is igniting a stock rally in local technology firms moving swiftly to embrace the open-source AI program https://t.co/UvBpj13O8C
Low-cost carrier AirAsia is paying a steep price for its wrong-way bet on jet fuel, and the company is now the worst-performing airline stock in the world https://t.co/rM8SLRpJff
President Lee Jae Myung says that even if the US military moves air defense assets out of South Korea as the Iran conflict widens, it won’t seriously affect Seoul’s ability to defend itself against nuclear-armed North Korea https://t.co/ySdKh85Der
Several Senate Democrats are threatening to force numerous war powers votes and otherwise disrupt the chamber unless Republicans agree to hold public hearings with key Trump administration officials on the reasons for the attacks on Iran https://t.co/X6g0fKItIj
SpaceX, Falcon 9, EchoStar XXV mission, launch, pad 40, Florida, 12:19 a.m. ET
这标志着SpaceX又一次成功的商业太空发射，展示了其在卫星部署服务方面的持续运营能力和可靠性。
Falcon 9 is vertical at pad 40 in Florida ahead of tonight’s launch of the @EchoStar XXV mission. Liftoff is now targeted for 12:19 a.m. ET, and weather is >95% favorable → https://t.co/sQRrKDxllQ https://t.co/e0mOtwlI6w
Recent media reports about our data centers reflect a fundamental misunderstanding of how AI data centers are built and operated. Oracle’s AI data centers, both current and future, are designed to support liquid cooling, higher hardware density, and multiple generations of
HSBC says customer-facing staff in Hong Kong, including traders and salespeople, must either be with clients or in the office five days a week, ending the pandemic era of work from home for frontline personnel in the city https://t.co/y4IA01B1nc
AirAsia, worst-performing airline stock, "wrong-way bet" on jet fuel
这凸显了航空公司商品对冲策略的重大财务风险，以及判断失误如何严重影响股票表现和市场地位。
Low-cost carrier AirAsia is paying a steep price for its wrong-way bet on jet fuel, and the company is now the worst-performing airline stock in the world https://t.co/rM8RLRpJff
Singapore’s Sembcorp Industries is seeking a loan of around $2.1 billion to back its purchase of power generator and retailer Alinta Energy, sources say https://t.co/5B7zoFm9fs
Schrodinger's Iran War [QT @OilHeadlineNews: Q: You said the war is 'very complete.' But your defense secretary says 'this is just the beginning.' So which is it? TRUMP: You could say both https://t.co/VoNCavh4tx]
DAS tickets are absolutely exploding. Institutional interest is at odds with crypto in a way I've never seen in 7 years of hosting the conference. The last DAS we sold out was London 2024. That could happen as soon as Friday of this week.
Cost pressures across US businesses are accelerating: US manufacturers reported total operating costs jumped +8.5% in 2025, nearly double the +5.0% rise in the prior year. At the same time, service firms saw costs rise +7.0%, also accelerating from +5.0% in 2024. Employee https://t.co/R3T6pEeWJs
A top Pentagon official sees little chance of resuming negotiations with Anthropic over military use of its AI tools following the company’s legal challenge of an unprecedented government move to declare the firm a supply-chain risk https://t.co/hgJfIHSWsY
"The real impact of AI in the next five to ten years is going to be in farming, mining, and construction. These industries need autonomy. It couldn't come soon enough. If you look at farmers, the average age of a farmer is in their late fifties. What does that mean ten years https://t.co/mdDnF9Ck1P [QT @lennysan: Marc Andreessen calls him "the best AI CEO nobody knows about." Elad Gil calls his company "the most successful, most quiet company in AI." Qasar Younis (@qasar) is the co-founder and CEO of Applied Intuition—which brings AI to vehicles, like tractors, planes, submarines,]
Recent media reports about our data centers reflect a fundamental misunderstanding of how AI data centers are built and operated. Oracle’s AI data centers, both current and future, are designed to support liquid cooling, higher hardware density, and multiple generations of
Were Cursor Wrong to Build Their Own Models: " I don't think so. We need to frame what their aspirations are with these models. There are generalists and there are specialists. Cursor's going to build specialized, coding models that are going to serve specialized coding tasks,
Chip Wilson is pushing for major leadership changes as Lululemon faces slowing growth and rising competition in the athleisure market. https://t.co/1dwRFE45M5
Carmignac is supporting a campaign by UK-based activist fund Palliser to try to improve corporate governance and boost shareholder value at South Korea’s LG Chem https://t.co/5NJ4OGqKjC
Several Senate Democrats are threatening to force numerous war powers votes and otherwise disrupt the chamber unless Republicans agree to hold public hearings with key Trump administration officials on the reasons for the attacks on Iran https://t.co/X6g0fKItIj
President Lee Jae Myung says that even if the US military moves air defense assets out of South Korea as the Iran conflict widens, it won’t seriously affect Seoul’s ability to defend itself against nuclear-armed North Korea https://t.co/ySdKh85Der
base was 97% of superchain revenue. they forfeited $7.3m in OP tokens to keep $9.78m yearly in sequencer fees. immediately raised fees 2.5x. 3-4 month payback on the divorce. every prerequisite for a BASE token is now checked: independence, stage 1 decentralization, $122m
China government bond yield curve, steepest in four years
这主要是由于伊朗战争引发的通胀担忧给长期债务带来了压力。
China’s government bond yield curve reached its steepest level in about four years, as inflation concerns triggered by the Iran war pile pressure on longer‑term debt https://t.co/sodyEdV8od
Credit protection cost, Asia, fell most in 8+ months
这发生在美国总统唐纳德·特朗普暗示伊朗战争可能即将结束之后。
The cost of credit protection fell by the most in over eight months in Asia, after President Donald Trump signaled the Iran war may be nearing an end https://t.co/pZJRIhjp6m
Onshore yuan rose, PBOC reference rate, most since Jan 2025
此举表明中国央行可能正在通过加强官方参考汇率来管理汇率，以应对市场变化。
The onshore yuan rose after the People’s Bank of China strengthened the daily reference rate for the managed currency by the most since January 2025 https://t.co/KvG3qbDQ12
Recent media reports about our data centers reflect a fundamental misunderstanding of how AI data centers are built and operated. Oracle’s AI data centers, both current and future, are designed to support liquid cooling, higher hardware density, and multiple generations of
HSBC says customer-facing staff in Hong Kong, including traders and salespeople, must either be with clients or in the office five days a week, ending the pandemic era of work from home for frontline personnel in the city https://t.co/y4IA01B1nc
Planet Labs is extending its delay on commercial satellite imagery in the Middle East to two weeks from four days over concerns that the intelligence could be used to target NATO members https://t.co/MZOc3CeuiG
Several Senate Democrats are threatening to force numerous war powers votes and otherwise disrupt the chamber unless Republicans agree to hold public hearings with key Trump administration officials on the reasons for the attacks on Iran https://t.co/X6g0fKItIj
Indonesia, 7 killed, landfill collapse, rescue operations ended
这起悲剧事件凸显了工业安全和基础设施管理的重要性，以及在紧急情况下迅速响应和善后处理的必要性。
Indonesian authorities have ended rescue operations at a landfill collapse that killed seven people as all those who were at the site have been accounted for, an official said on Tuesday. https://t.co/9IZVG2zYb5
base was 97% of superchain revenue. they forfeited $7.3m in OP tokens to keep $9.78m yearly in sequencer fees. immediately raised fees 2.5x. 3-4 month payback on the divorce. every prerequisite for a BASE token is now checked: independence, stage 1 decentralization, $122m
DAS tickets are absolutely exploding. Institutional interest is at odds with crypto in a way I've never seen in 7 years of hosting the conference. The last DAS we sold out was London 2024. That could happen as soon as Friday of this week.
China’s government bond yield curve reached its steepest level in about four years, as inflation concerns triggered by the Iran war pile pressure on longer‑term debt https://t.co/sodyEdVod
HSBC says customer-facing staff in Hong Kong, including traders and salespeople, must either be with clients or in the office five days a week, ending the pandemic era of work from home for frontline personnel in the city https://t.co/y4IA0B1nc
Air New Zealand said it has raised all of its fares due to the Middle East conflict and may take further pricing action, underscoring how global airlines will seek to pass on the costs of higher oil prices to passengers. More here: https://t.co/SCjWVOgT8
VELO down 45% since merger announcement, AERO up 20%. both roll into same token april 1. $17.5m mcap VELO gets 5.5% of merged entity worth $316m+. conversion ratio announcement in 2-3 weeks is the catalyst. market priced this like VELO holders get nothing when they get full
base was 97% of superchain revenue. they forfeited $7.3m in OP tokens to keep $9.78m yearly in sequencer fees. immediately raised fees 2.5x. 3-4 month payback on the divorce. every prerequisite for a BASE token is now checked: independence, stage 1 decentralization, $122m
Volkswagen expects returns to remain under pressure this year as higher raw material costs, intense competition and geopolitical tensions combine for a challenging outlook https://t.co/ut9be3pUpU
Quest Global has begun discussions with investment banks for a potential initial public offering in Mumbai that could raise as much as $1 billion, according to people familiar with the matter https://t.co/nM4wWd9Kzk
Croatia is resuming mandatory military training after nearly two decades, with the initial recruits joined by far more volunteers than officials were expecting https://t.co/XKfvYiPxh4
Malaysia’s Anti-Corruption Commission is facing allegations of corruption despite being the agency tasked with holding others accountable. The MACC has denied any wrongdoing, but the controversy may signal a deeper crisis for the government. Watch the full story https://t.co/I5n4UjTZbc
VELO down 45% since merger announcement, AERO up 20%. both roll into same token april 1. $17.5m mcap VELO gets 5.5% of merged entity worth $316m+. conversion ratio announcement in 2-3 weeks is the catalyst. market priced this like VELO holders get nothing when they get full
base was 97% of superchain revenue. they forfeited $7.3m in OP tokens to keep $9.78m yearly in sequencer fees. immediately raised fees 2.5x. 3-4 month payback on the divorce. every prerequisite for a BASE token is now checked: independence, stage 1 decentralization, $122m
BoJ Executive Director Nakamura: Our bond taper so far has helped improve market functioning, but we are mindful that our presence in the bond market remains big.
Renault is preparing a model offering with a majority of fully electric cars, just as consumers face sharply higher prices at the pump https://t.co/9YFEOfIxUr
This is so cyberpunk it's insane [QT @dim0kq: Very interesting footage from Russians indicating that Ukrainian Forces use laser light beam to fry fiber optic on "waiter" drones. Quite unexpected turn of the warfare, take notes. https://t.co/C1zDkBo8oU]
Croatia, mandatory military training, resuming, two decades, many volunteers
这反映了克罗地亚国防政策的转变，可能是在欧洲区域或更广泛地缘政治紧张局势下做出的回应。
Croatia is resuming mandatory military training after nearly two decades, with the initial recruits joined by far more volunteers than officials were expecting https://t.co/XKfvYiPxh4
VELO down 45% since merger announcement, AERO up 20%. both roll into same token april 1. $17.5m mcap VELO gets 5.5% of merged entity worth $316m+. conversion ratio announcement in 2-3 weeks is the catalyst. market priced this like VELO holders get nothing when they get full
Volkswagen expects returns to remain under pressure this year as higher raw material costs, intense competition and geopolitical tensions combine for a challenging outlook https://t.co/ut9be3pUpU
VELO down 45% since merger announcement, AERO up 20%. both roll into same token april 1. $17.5m mcap VELO gets 5.5% of merged entity worth $316m+. conversion ratio announcement in 2-3 weeks is the catalyst. market priced this like VELO holders get nothing when they get full
[QT @aakashgupta: Perplexity Computer costs $200/month. $2,400/year per seat. They’re claiming it replaced $225K in annual marketing tools. That’s a 94x ROI on paper. But the real math is in who loses. The marketing automation software market is $7.2B in 2025. HubSpot, Adobe, Salesforce Pardot,]
Persimmon surged the most in almost six years after the company reported earnings that reassured investors it is navigating a soft UK housing market better than many of its rivals
AI Is a Five‑Layer Cake AI is one of the most powerful forces shaping the world today. It is not a clever app or a single model; it is essential infrastructure, like electricity and the internet. AI runs on real hardware,
Perplexity Computer costs $200/month. $2,400/year per seat. They’re claiming it replaced $225K in annual marketing tools. That’s a 94x ROI on paper. But the real math is in who loses. The marketing automation software market is $7.2B in 2025. HubSpot, Adobe, Salesforce Pardot,
新加坡交易所将推出与部分亚洲国家政府债券挂钩的期货，以帮助投资者对冲风险。伦敦金属交易所（LME）将从9月起对金属期权实施自动化到期流程。上周，部分大型对冲基金因伊朗战争引发的市场剧烈波动蒙受数亿美元损失。印度IDFC First Bank支付64.5亿卢比解决涉嫌欺诈索赔。
Singapore Exchange launches Asian gov bond futures; LME automated options expiry; Hedge funds hundreds of millions in losses; IDFC First Bank 6.45 billion rupees settlement
Singapore Exchange Ltd. will launch futures tied to government bonds of some Asian countries as investors seek to hedge their risks https://t.co/3jDukqRaHX
Trump on Cuba 'deep trouble' / 'friendly takeover'; Cuban dissidents nearing regime change goal; Bolivia realigns foreign policy with Washington; North Korea & China resume passenger train service
Trump said that Cuba is in 'deep trouble' on a 'humanitarian basis' and that US Secretary of State Marco Rubio was dealing with the issue which may or may not be a 'friendly takeover' https://t.co/G8cBW93AxZ
Samsung and SK said they plan to cancel a combined 20.8 trillion won ($14.1 billion) of treasury shares, one of the largest such moves by South Korean conglomerates as firms respond to governance reforms aimed at boosting shareholder returns https://t.co/tqOqFHEXHs
For years, China has used military aircraft buzzing around Taiwan as a pressure tactic But since late February there has been an unexplained pause in flights https://t.co/FbUU87g9dz
According to the February NFIB small business survey survey, 11 percent of respondents list "poor sales" as their single-most important problem, the highest level since July 2025 and up 2ppts from the previous month. Historically, this is not the best sign for the labor market.
Indian refiners have bought about 30 million barrels of Russian oil since the US provided a green light for purchases to help the country cope with a shortfall of Middle Eastern supply, according to people with knowledge of the deals
MARA RIOT and BTDR aren't bitcoin miners anymore. bitdeer liquidated 100% of its BTC treasury. core scientific getting $500m from morgan stanley specifically for AI buildout. MARA signed 20-30 year AI power deals with EDF. jpmorgan's $30 RIOT target is based on AI compute, not
Lindt & Spruengli AG shares fell by the most in six years after the chocolate maker lowered its full-year sales guidance, citing geopolitical turmoil
Trump said that Cuba is in 'deep trouble' on a 'humanitarian basis' and that US Secretary of State Marco Rubio was dealing with the issue which may or may not be a 'friendly takeover' https://t.co/G8cBW93AxZ
India’s cabinet relaxed foreign investment rules for Chinese firms, an official said, marking a shift in New Delhi’s stance toward its largest neighbor and geopolitical rival https://t.co/Qf3G84heMS
For years, China has used military aircraft buzzing around Taiwan as a pressure tactic But since late February there has been an unexplained pause in flights https://t.co/FbUU87g9dz
hyperliquid policy center announced feb 18. cftc announced perp regulation focus march 3. that's not coincidental timing. chervinsky plus giancarlo is the only cftc-connected leadership team in perp DEXs. $29m seed is a down payment. the alpha is tracking chervinsky's
Apple's competitors must be breathing a sigh of relief that the M-chip team is finally hitting a bit of a wall on y/y performance improvements. Most tests show only a ~10% lift for M5 Max over M4 Max. Thus, Qualcomm is nearly at parity with the X2 Elite. https://t.co/BRWSjLnuqG
India’s cabinet relaxed foreign investment rules for Chinese firms, an official said, marking a shift in New Delhi’s stance toward its largest neighbor and geopolitical rival https://t.co/Qf3G84heMS
Many Hong Kong-based family offices are planning to add exposure to private equity and digital assets over the next three years, according to a report commissioned by local authorities
According to the February NFIB small business survey survey, 11 percent of respondents list "poor sales" as their single-most important problem, the highest level since July 2025 and up 2ppts from the previous month. Historically, this is not the best sign for the labor market. https://t.co/jDF02ekuqS
The nut of it is that OpenAI bowed out of the Oracle deal because it wanted NVDA Ruben and not the Blackwell, which are two different types of data center builds. Oracle borrowed heavily to secure the site and order all the hardware for the buildout around Blackwell, and OpenAI
多家比特币矿企正积极转向AI计算领域：Bitdeer清算了其全部比特币储备；Core Scientific从摩根士丹利获得5亿美元用于AI设施建设；Marathon Digital Holdings（$MARA）与法国电力公司EDF签署了20-30年的AI电力供应协议。摩根大通对Riot Platforms（$RIOT）30美元的目标价也基于AI计算业务。
Bitcoin miners pivot to AI, Bitdeer 100% BTC treasury liquidation, Core Scientific $500M for AI, MARA 20-30 year AI power deals, RIOT target based on AI compute.
MARA RIOT and BTDR aren't bitcoin miners anymore. bitdeer liquidated 100% of its BTC treasury. core scientific getting $500m from morgan stanley specifically for AI buildout. MARA signed 20-30 year AI power deals with EDF. jpmorgan's $30 RIOT target is based on AI compute, not
SpaceX reportedly wants to IPO on the NASDAQ [QT @WOLF_Financial: JUST IN: Elon Musk’s SpaceX is leaning toward a Nasdaq listing in what could rank as the biggest IPO of all time, per sources familiar with the company’s thinking.
Chinese electric-vehicle maker Nio reported its first ever quarterly profit, a milestone that follows a decade of cash burn but coincides with an increasingly shaky demand outlook https://t.co/gLtLusXdKd
Kohl’s Corp. reported worse-than-expected sales for last quarter, as the retailer continues to struggle to revive years of declining results. https://t.co/NtCw3C23g3
For years, China has used military aircraft buzzing around Taiwan as a pressure tactic But since late February there has been an unexplained pause in flights https://t.co/FbUU87g9dz
The Supreme Court’s decision blocking Donald Trump’s tariff strategy has thrown US trade policy into turmoil. As the president scrambles for a new path, we look at what his trade war has accomplished https://t.co/97cAgEbeKq https://t.co/PWEd67BB1P
UPDATE: HYPERLIQUID $HYPE HIP-3 TOKENIZED FUTURES MARKET HITS $1.2B OI JUST MONTHS AFTER ITS LAUNCH, DRIVEN BY EQUITY AND COMMODITY CONTRACTS LIKE OIL, GOLD AND SILVER
"On BNB Chain, which handles roughly 40% of global stablecoin transactions by count, 82% of stablecoin transfers are under $1,000." » How Stablecoins Became Parallel Currencies In Crisis Economies https://t.co/4VBDUoAAhr
Silver is approaching $90 again — this time from a much more oversold level. Notice what’s happening across the commodity complex: Capital keeps rotating from one resource to another. While the market’s attention is fixated on the current flavor of the month — oil — metals
Investors betting on a hawkish response to rising oil prices could be misreading the Federal Reserve, according to Bank of America, which warns that supply shocks can also result in periods of stable interest rates and even deep cuts
US stocks haven’t been this out of favor relative to their international peers in more than five years, according to Bank of America’s Michael Hartnett
British startups using AI and freelancers; 20% of US jobs vulnerable; foreign investors cut exposure to Indian IT stocks; China's exports fueled by AI and robotics
UPDATE: HYPERLIQUID $HYPE HIP-3 TOKENIZED FUTURES MARKET HITS $1.2B OI JUST MONTHS AFTER ITS LAUNCH, DRIVEN BY EQUITY AND COMMODITY CONTRACTS LIKE OIL, GOLD AND SILVER
BREAKING: A record 39.3 million barrels of sanctioned crude are sitting on tankers off China's coast. The stockpile includes 30.2 million barrels from Iran, 5.6 million from Venezuela, and 3.5 million from Russia. This is up +454% from October and +17% from levels seen prior to
GOOGLE $GOOGL DEEPENS PENTAGON AI PUSH Google is rolling out a feature that lets civilian and military personnel build custom AI agents for unclassified work on GenAI .mil, the Pentagon’s enterprise AI portal - CNBC
We are on track to a world with billions of robots To get there we need robots to be imbued with an understanding of the physical world They need to be able to adapt to the infinite combinations of object and environment states we see in the real world @rhoda_ai_ did this by [QT @startupjag: After operating in stealth for the last 18 months @rhoda_ai_ , we’re excited today to finally show the world what we’ve been working on. We believe we’re on a path to physical AGI with the launch of our brand new foundation model, the Direct Video Action (DVA) model.
China is 92% Han-Chinese, and yet they are passing a new assimilation law… They want everyone in their country to assimilate into the dominant culture to "safeguard national unity, national security, and social cohesion." The opposite of the West in recent years. https://t.co/0tm4u4Rnp7
morpho trading at 4.2x P/S with $260m annualized revenue. apollo just took a 9% stake, that's an $840b AUM TradFi giant buying 90m tokens over four years. coinbase routes their entire $1.2b loan product through morpho vaults. aave trades at 12x P/S with core contributors exiting
UPDATE: HYPERLIQUID $HYPE HIP-3 TOKENIZED FUTURES MARKET HITS $1.2B OI JUST MONTHS AFTER ITS LAUNCH, DRIVEN BY EQUITY AND COMMODITY CONTRACTS LIKE OIL, GOLD AND SILVER
Nigeria halted the issuance of import licenses for gasoline, a major win for billionaire Aliko Dangote, who controls Africa’s largest refinery and has long called for the move https://t.co/aEMT2svCKt
AMAZON $AMZN PLANS ‘DEEP DIVE’ INTERNAL MEETING TO ADDRESS AI-RELATED OUTAGES Amazon plans to address a string of recent outages, including some that were tied to AI-assisted coding errors, at a retail technology meeting on Tuesday - CNBC https://t.co/mEDsT51fTi
Bill Ackman is returning to the IPO market with a plan to raise up to $7 billion through a closed-end fund called Pershing Square USA, which would also give investors stakes in Pershing Square, his alternative asset management firm https://t.co/WVFaSnHta https://t.co/MnlqZj9SDo
Congrats to the @useKled team. The first human data marketplace, powered by payments on Solana 🔥 [QT @useKled: Today, we’re announcing our $5.5M Seed round to build the first human data marketplace. Backed by Sebastian Thrun (Founder of Waymo), Aglaé (Venture Fund of Bernard Arnault), K5 Global, Diplo, Parable VC, Cox Exponential (CX2), Daniel Greenberg (Founder of MSCHF), Harrison Shih https://t.co/63vlV761RV]
Massive [QT @MikeIppolito_: The CEO of BNY Mellon is speaking at DAS in 2 weeks. Most institutional conference in crypto's history. https://t.co/pty8RxcM4W]
These are goldilocks macro conditions for stablecoins Stablecoins benefit from higher nominal rates, higher inflation, larger debt to gdp ratios, and wider credit spreads This is why Circle and Sky are rallying Tether would be mooning right now if it was public
NOW who’s talking transitory. [QT @atrupar: Leavitt: "Rest assured to the American people -- the recent increase in oil and gas prices is temporary, and this operation will result in lower gas prices in the long term."]
Nigeria halted the issuance of import licenses for gasoline, a major win for billionaire Aliko Dangote, who controls Africa’s largest refinery and has long called for the move https://t.co/aEMT2svCKt
EIA: global oil production will outpace consumption, EIA Raises Oil Price Forecasts Sharply, Brent 2026 average: $78.84, WTI 2026 average: $73.61, OPEC+ not significantly raise production next year.
Lufthansa is facing a two-day pilot walkout starting Thursday, threatening to ground hundreds of flights at a time when the airline already grapples with fuel-price volatility and geopolitical disruption https://t.co/OsvAuymogU
China is 92% Han-Chinese, and yet they are passing a new assimilation law… They want everyone in their country to assimilate into the dominant culture to "safeguard national unity, national security, and social cohesion." The opposite of the West in recent years. https://t.co/0tm4u4Rnp7
Canadian police are investigating after the United States consulate in downtown Toronto was hit by gunfire early on Tuesday morning. Nobody was injured. https://t.co/uIahNVyJqK
#GildedAge 🥇 [QT @kenvogel: In 2008 (the last election before Citizens United), billionaires accounted for 0.3% of federal election spending. In 2024, 300 billionaires & their immediate families accounted for 19% of all spending, either directly or through PACs, totaling $3B+. https://t.co/nzzjhN4GbH]
French central bank maintains Q1 growth forecast at 0.2-0.3%, warns outlook could be reduced due to Middle East conflict Bank of France uncertainty indicator jumps on Iran war.
.@omooretweets on why the US ranks just 20th in per-capita AI adoption despite building the biggest AI products: "We did... a heat map essentially of which countries are adopting AI the most and the least on a per capita basis. So we looked across the ten biggest LLM products on https://t.co/mmoZ3L0ETJ"
SoftBank-backed PayPay is betting its strong position in Japan’s cashless payments market and the support of cornerstone investors will insulate its plans for a US initial public offering from the current bout of market turbulence https://t.co/0ADsWoTdmF
Swap, stake, deploy tokens, and more from WhatsApp or Telegram. DM your agent to use Solana with @solanaclawagent🦞 [QT @anagramxyz: introducing https://t.co/Eqr3pO731o (@solanaclawagent) We built an AI agent framework that can execute any @solana transaction from WhatsApp or Telegram. Swap tokens. Stake SOL. Deploy tokens. Earn Yield. All from chat. Fully visualized via the https://t.co/5H8bDI38Xt https://t.co/AlnxYdEibA]
https://t.co/KPDLxGAbBB RTX perps flip the usual dynamic. iran news breaks saturday morning, NYSE closed for 48 hours, defense stock exposure trades onchain at 3am with 20x leverage. by monday open TradFi is catching up to prices crypto already discovered. first mover liquidity
BREAKING: Adam Schiff has introduced a bill to ban bets on war and death in prediction markets. "Betting on war and death creates an environment in which insiders can profit off of nonpublic information, our national security is jeopardized, and violence is encouraged," he said.
Gita Gopinath said the world economy is already facing a slowdown in growth in 2026 due to higher oil prices in the wake of the conflict that erupted less than two weeks ago
US raised domestic oil production forecast for next year
这表明美国可能通过增加国内产量来应对全球供应冲击，旨在缓解中东动荡对国际石油市场的影响并稳定油价。
The US raised its forecast for domestic oil production next year after the recent surge in prices due to supply disruptions from key Middle East countries
Google, $GOOGL, is rolling out a feature that lets civilian and military personnel build custom AI agents for unclassified work on GenAI .Mil, the Pentagon’s enterprise AI portal, per CNBC
Join the GPU MODE Hackathon, sponsored by AMD, and push the boundaries of LLM inference performance on leading open models, optimized for AMD Instinct MI355X GPUs. Finalists will compete for the $1.1M total cash prize pool across two independent tracks, each focused on a
Meta said it had acquired Moltbook, a social networking platform built for artificial intelligence agents, bringing the company's founders into its AI research division.
Novo Nordisk $NVO received a warning from the US FDA for failing to report serious suspected side effects in patients who took the company’s GLP-1 weight loss drugs - WSJ
"Elon Musk's rocket and satellite maker SpaceX is leaning toward listing its shares on the Nasdaq for what could rank as the biggest initial public offering of all time," per Reuters
Join the GPU MODE Hackathon, sponsored by AMD, and push the boundaries of LLM inference performance on leading open models, optimized for AMD Instinct MI355X GPUs. Finalists will compete for the $1.1M total cash prize pool across two independent tracks, each focused on a https://t.co/W231WxpdDc
Hedge fund allocation to South Korean equities remains high: Net allocation to Korean stocks, which measures the size of hedge fund bets on prices going higher, stands at ~5.0%, the highest in at least 5 years. Gross allocation, which measures total money invested regardless of https://t.co/moWLwMelsd
Swap, stake, deploy tokens, and more from WhatsApp or Telegram. DM your agent to use Solana with @solanaclawagent🦞 [QT @anagramxyz: introducing https://t.co/Eqr3pO731o (@solanaclawagent) We built an AI agent framework that can execute any @solana transaction from WhatsApp or Telegram. Swap tokens. Stake SOL. Deploy tokens. Earn Yield. All from chat. Fully visualized via the https://t.co/5H8bDI38Xt https://t.co/AlnxYdEibA]
Meta acquired Moltbook, social networking platform built for artificial intelligence agents, founders into its AI research division, Solana Claw Agent, execute any @solana transaction, WhatsApp or Telegram
Meta said it had acquired Moltbook, a social networking platform built for artificial intelligence agents, bringing the company's founders into its AI research division. Read: https://t.co/5X1y0oMErn https://t.co/9bsntmur9V
SpaceX’s Starship lunar lander, NASA, technical challenges, more delays, planned 2028 moon landing, government audit, US ranks just 20th in per-capita AI adoption, biggest AI products, heat map analysis, LLM products
SpaceX’s Starship lunar lander for NASA still faces numerous technical challenges and likely more delays ahead of a planned 2028 moon landing, according to a new government audit released Tuesday
Elon Musk, $839B, richer than the next three richest billionaires combined, trillionaire status
这一数据突显了财富的极端集中，主要得益于其旗下公司，特别是科技和太空领域的出色表现。
Here are the 10 richest people in the world according to Yahoo Finance 🥇 Elon Musk - $839B 🥈 Larry Page - $257B 🥉 Sergey Brin - $237B Jeff Bezos - $224B Mark Zuckerberg - $222B Larry Ellison - $190B Bernard Arnault - $171B Jensen Huang - $154B Warren Buffett - $149B Armancio https://t.co/pFbZ7PY57K
Solana Claw Agent, execute any @solana transaction, WhatsApp or Telegram, WDK Agent Skills, AI agents, self-custodial wallets, human confirmation, CFTC Chairman Michael Selig, regulating prediction markets and sports betting
China's exports jumped nearly 22% in the first two months of the year from a year earlier, powered by a surge in shipments of computer chips, autos and electronics.
Meta said it had acquired Moltbook, a social networking platform built for artificial intelligence agents, bringing the company's founders into its AI research division. Read: https://t.co/5X1y0oMErn https://t.co/9bsntmur9V
Join the GPU MODE Hackathon, sponsored by AMD, and push the boundaries of LLM inference performance on leading open models, optimized for AMD Instinct MI355X GPUs. Finalists will compete for the $1.1M total cash prize pool across two independent tracks, each focused on a https://t.co/W231WxpdDc
Watch: A British startup has designed a microgravity exercise device designed to help astronauts stay fit in space, and has tested the machine with the support of the European Space Agency and the UK Space Agency https://t.co/rk3pGNypuu
Novo Nordisk $NVO received a warning from the US FDA for failing to report serious suspected side effects in patients who took the company’s GLP-1 weight loss drugs - WSJ https://t.co/BxVQZCZwu
The daughter of late wildcatter Autry Stephens is selling about $2 billion of Diamondback stock received from the sale of the oil mogul’s company https://t.co/hbyNkbB2xq
Australia granted asylum to five members of the Iranian women's soccer team who were visiting the country for a tournament when the Iran war began, a government minister said Tuesday.
Federal prosecutors in New York charged two men for ISIS-inspired Islamist terrorism. Perhaps Chuck Schumer can find it in his instinct for political self-preservation to restore funding to the Department of Homeland Security.