每日快讯 2026-03-24

Apollo gives investors only 45% of requested withdrawals from $15 billion private credit fund

This is unprecedented: Short positions in Brent crude oil futures by producers, merchants, processors, and commercial users are up to a record $193 billion. These are the companies that physically produce, refine, trade, and consume oil, from major producers and refineries to...

Investors welcomed efforts to end a war that has driven up energy prices. Brent ended 11% lower, and the S&P 500 posted its biggest one-day gain since early February.

Pharmaceutical company Roche announced it is launching a new large-scale 'AI factory' with thousands of the latest Nvidia chips to accelerate the development of new drugs and diagnostics, per Forbes

OpenAI calls out Microsoft reliance as risk in investor document ahead of expected IPO

Gilead Sciences to Buy Ouro Medicines for Up to $2.18 Billion

The Magnificent 7 stocks are decoupling from the rest of the market: The 100-day correlation between the Magnificent 7 Index and the S&P 500 Equal Weight Index is down to -0.27, the most negative reading since June 2023. This means Big Tech and the average stock in the market...

President Trump postponed threatened strikes against Iranian energy infrastructure, pending what he said were discussions with Iran to end the war. Iran denied talks had happened.

I've traded futures markets for five decades. There is ZERO doubt in my mind that Trump money was behind this buying. There is NOOOOO law that prevents the Trump machine from manipulating futures markets. Inside trading is legal. Trump family fortune grew today. Trump is playing

JUST IN: Zelenskyy says he has 'irrefutable evidence' that Russia continues to provide intelligence to Iran.

circle doing 72% of stablecoin transaction volume vs tether's 28%. OCC trust bank charter gives 50-state banking privileges tether can't replicate from el salvador. stock up 100% in a month, bernstein raised target to $191. the stablecoin war isn't about supply dominance anymore,

[QT @WSJ: Exclusive: A pair of senators are introducing a law that would prohibit CFTC-regulated entities like Kalshi and Polymarket from listing contracts related to sporting events]

BREAKING: Apollo has capped redemptions from one of its largest private credit funds after today's withdrawal requests exceeded 11% of outstanding shares. Cracks in the private credit market seem to be spreading.

US Treasury Secretary Scott Bessent: "We will have 50 days of higher prices for 50 years of no Iran nukes."

A private credit fund jointly run by Future Standard and KKR lost one of its investment-grade ratings, a rare occurrence in the $1.8 trillion private credit market that could result in higher borrowing costs for the investment vehicle

JUST IN: Anthropic releases new feature giving Claude control of its users' mouse, keyboard, and screen.

BREAKING: Nvidis CEO has said we've AGI

OpenAI calls out Microsoft reliance as risk in investor document ahead of expected IPO

Wall Street's main stock indexes closed up more than 1% as oil prices fell after President Trump said he had ordered the military to postpone strikes against Iranian power plants.

Gas company offices and gas pressure reduction station damaged in attack in Iran's central city of Isfahan – semi-official Fars News Agency

I've traded futures markets for five decades. There is ZERO doubt in my mind that Trump money was behind this buying. There is NOOOOO law that prevents the Trump machine from manipulating futures markets. Inside trading is legal. Trump family fortune grew today. Trump is playing

There will not be "a quick ending" to an agreement with Iran, Daniel Kurtzer, former US Ambassador to Israel tells @kaileyleinz

A regional jet collided with a fire truck at New York City's LaGuardia Airport around 11:40 p.m. Sunday evening. The fire truck had been responding to a separate incident and was crossing the runway as the Air Canada Regional Express jet Flight 8646 was landing. The entire front

circle doing 72% of stablecoin transaction volume vs tether's 28%. OCC trust bank charter gives 50-state banking privileges tether can't replicate from el salvador. stock up 100% in a month, bernstein raised target to $191. the stablecoin war isn't about supply dominance anymore,

BREAKING: Japan's 10Y Government Bond Yield has surged to 2.30%, near the highest since 1999. This exceeds the 2008 Financial Crisis peak by 30 basis points. Furthermore, the 5Y yield jumped to 1.72%, just a few basis points away from its all-time high. This comes as rising

Japan's key inflation gauge slowed more than expected to its weakest pace in nearly four years as utility subsidies cooled energy costs, with the recent surge in oil prices likely to fuel a resurgence in coming months

JUST IN: Anthropic releases new feature giving Claude control of its users' mouse, keyboard, and screen.

OPENAI CALLS OUT MICROSOFT RELIANCE AS RISK IN INVESTOR DOCUMENT AHEAD OF EXPECTED IPO. In a document that resembles an IPO prospectus, OpenAI said its close ties with Microsoft $MSFT could be a potential risk to its business, telling investors that the software company is

Gilead Sciences to Buy Ouro Medicines for Up to $2.18 Billion

I've traded futures markets for five decades. There is ZERO doubt in my mind that Trump money was behind this buying. There is NOOOOO law that prevents the Trump machine from manipulating futures markets. Inside trading is legal. Trump family fortune grew today. Trump is playing

Wall Street's main stock indexes closed up more than 1% as oil prices fell after President Trump said he had ordered the military to postpone strikes against Iranian power plants.

🔴 US and Israel carried out strikes on two energy infrastructure sites - Fars News

GEN. MATTIS: '.. Iran right now, if we declared victory, they would now say they own the strait. .. You'd see a tax for every ship that goes through. .. We're in a tough spot, ladies and gentlemen. .. I can't identify a lot of options.'

US Treasury Secretary Scott Bessent: "We will have 50 days of higher prices for 50 years of no Iran nukes."

BREAKING: Japan's 10Y Government Bond Yield has surged to 2.30%, near the highest since 1999. This exceeds the 2008 Financial Crisis peak by 30 basis points. Furthermore, the 5Y yield jumped to 1.72%, just a few basis points away from its all-time high. This comes as rising

"Depleted oil reserve leaves US exposed as Iran war pushes up prices," per FT

Japan core inflation in February misses estimates, headline CPI eases for a fourth straight month

Japan's PM Takaichi: Japan to start releasing national oil reserves from Thursday - Post on X

OPENAI CALLS OUT MICROSOFT RELIANCE AS RISK IN INVESTOR DOCUMENT AHEAD OF EXPECTED IPO In a document that resembles an IPO prospectus, OpenAI said its close ties with Microsoft $MSFT could be a potential risk to its business, telling investors that the software company is

Is $5 trillion a lot? Seems like a lot to me. @elonmusk [QT @jukan05: Bernstein calculated that Musk's TeraFab would require at least $5 trillion.]

Strange [QT @zerohedge: VALERO PORT ARTHUR REFINERY EXPLOSION REPORTED: 12NEWS One of the largest refineries in the US]

Gas company offices and gas pressure reduction station damaged in attack in Iran's central city of Isfahan – semi-official Fars News Agency

GEN. MATTIS: ".. Iran right now, if we declared victory, they would now say they own the strait. .. You'd see a tax for every ship that goes through. .. We're in a tough spot, ladies and gentlemen. .. I can't identify a lot of options."

Saudi Arabia and the United Arab Emirates have taken some steps toward joining the Iran War, the Wall Street Journal reported — potentially signaling an escalation of the fighting.

BREAKING: Brent crude oil prices surge back above $100/barrel as Iran continues to deny peace talks with the US.

BREAKING: Japan's 10Y Government Bond Yield has surged to 2.30%, near the highest since 1999. This exceeds the 2008 Financial Crisis peak by 30 basis points. Furthermore, the 5Y yield jumped to 1.72%, just a few basis points away from its all-time high.

Japan's PM Takaichi: Japan to start releasing national oil reserves from Thursday

Japan's core inflation slows below BOJ target, complicates rate path

Just moments after Donald Trump backed down from his threat to bomb Iran's energy infrastructure, oil prices plunged, Treasury yields tumbled and traders signaled that US stocks would surge at the opening bell. Read more on how the president's move set off a wild, five-minute

Valero's Port Arthur is one of the largest heavy sour refiners in the US and processes the majority of imported Venezuelan crude.

About time for the Houthis to get in the game and broaden the theater

Saudi Arabia and the United Arab Emirates have taken some steps toward joining the Iran War, the Wall Street Journal reported — potentially signaling an escalation of the fighting.

President Trump hinted that the conflict in Iran could be over soon, but that was met with immediate pushback from Iran.

Just moments after Donald Trump backed down from his threat to bomb Iran's energy infrastructure, oil prices plunged, Treasury yields tumbled and traders signaled that US stocks would surge at the opening bell. Read more on how the president's move set off a wild, five-minute...

Gold sinks deeper into bear market territory as sell-off extends

Japan finance minister says ready to act 'on all fronts' after report on oil futures intervention

Alibaba is launching a new chip for agentic AI and inference computing, adding to a portfolio of semiconductors designed to drive its artificial intelligence ambitions.

US must suspend Nvidia AI chip exports to China, senators say

About time for the Houthis to get in the game and broaden the theater

Trump's reckless false narrative risks amplifying volatility. Market is done playing games. Stay vigilant. Eyes on bonds and yields.

Flight operations aboard USS Abraham Lincoln (CVN 72) continue in support of Operation Epic Fury, as the aircraft carrier sails across regional seas.

BREAKING: The US and Israel have struck new Iranian energy facilities including a natural gas pipeline belonging to an Iranian power plant in Khorramshahr. Brent oil prices are pushing above $100/barrel.

Contracts representing millions of barrels of oil changed hands about 15 minutes before a social media post from Trump that sent crude prices tumbling by as much as 14%

BREAKING: Job postings on Indeed fell -5% YoY in the week ending March 13th, to the lowest since October 2025. Postings have declined -36% since April 2022 and are now down to February 2021 levels. The number of available vacancies is now only +3% above pre-pandemic levels seen

US must suspend Nvidia AI chip exports to China, senators say

Alibaba unveils next-gen chip for agentic AI: company

we're at the Terra Luna stage of OpenAI

SK Hynix is seeking to raise $10 billion from a potential listing in the US, the Korea Economic Daily reported

BREAKING: The US and Israel have struck new Iranian energy facilities including a natural gas pipeline belonging to an Iranian power plant in Khorramshahr. Brent oil prices are pushing above $100/barrel.

BREAKING: Saudi Arabia & UAE have "taken steps toward joining" the Iran special military operation.

Pakistan is making a push to mediate talks to end the US-Israeli war against Iran, with its powerful army chief holding calls with Trump to find a resolution to the fighting, people familiar with the matter said

Air raid warnings in Amman - two a few minutes apart

BREAKING: The US and Israel have struck new Iranian energy facilities including a natural gas pipeline belonging to an Iranian power plant in Khorramshahr. Brent oil prices are pushing above $100/barrel.

India's economic activity slowed in March, with manufacturing slumping to its lowest in nearly 4.5 years, a flash survey by HSBC showed

The Philippines says grounding planes due to a shortage of jet fuel brought on by the war in Iran is a "distinct possibility," according to President Ferdinand Marcos Jr.

SK Hynix plans to spend $7.9 billion on cutting-edge chipmaking tools from ASML, to sate quickening AI demand

Alibaba unveils next-gen chip for agentic AI: company

Anthropic goes to federal court in San Francisco to challenge the Pentagon's move to label it a 'national security supply chain risk.' Joel Dodge, a policy expert, said the case marks 'the first major clash' in a longer power struggle between governments and AI firms

we're at the Terra Luna stage of OpenAI [QT @Polymarket: JUST IN: OpenAI reportedly offering private-equity firms a guaranteed minimum return of 17.5% in push to raise fresh capital.]

Estee Lauder is in talks regarding a potential business combination with Spanish beauty group Puig, the companies said, in a deal that would put beauty and fragrance brands such as Tom Ford, Carolina Herrera, Rabanne and Clinique under one roof

Revolut's revenue surged 46% last year as it boosted subscriptions and wealth offerings aided by a jump in customers

【吉利德科学以22亿美元收购生物科技公司Ouro药业】随着股价接近历史高位，吉利德科学开启大规模并购交易活动。

BREAKING: The US and Israel have struck new Iranian energy facilities including a natural gas pipeline belonging to an Iranian power plant in Khorramshahr. Brent oil prices are pushing above $100/barrel.

BREAKING: Saudi Arabia and the UAE are "inching toward" joining the US/Israeli war against Iran, per WSJ. Details include: 1. Gulf countries are "getting tougher" following persistent attacks 2. Saudi Arabia has agreed to let American forces use its King Fahd air base

Pakistan is making a push to mediate talks to end the US-Israeli war against Iran, with its powerful army chief holding calls with Trump to find a resolution to the fighting, people familiar with the matter said

Contracts representing millions of barrels of oil changed hands about 15 minutes before a social media post from Trump that sent crude prices tumbling by as much as 14%

India's economic activity slowed in March, with manufacturing slumping to its lowest in nearly 4.5 years, a flash survey by HSBC showed

The European Central Bank must be 'very agile and vigilant' to keep prices in check as the Iran war brings stagflation risks closer, Governing Council member Boris Vujcic said

SK Hynix plans to spend $7.9 billion on cutting-edge chipmaking tools from ASML, to sate quickening AI demand

Anthropic goes to federal court in San Francisco to challenge the Pentagon's move to label it a 'national security supply chain risk.' Joel Dodge, a policy expert, said the case marks 'the first major clash' in a longer power struggle between governments and AI firms

we're at the Terra Luna stage of OpenAI [QT @Polymarket: JUST IN: OpenAI reportedly offering private-equity firms a guaranteed minimum return of 17.5% in push to raise fresh capital.]

Puig stock soars 15% after Estée Lauder confirms takeover talks with Charlotte Tilbury maker

Revolut's revenue surged 46% last year as it boosted subscriptions and wealth offerings aided by a jump in customers

BREAKING: Saudi Arabia and the UAE are 'inching toward' joining the US/Israeli war against Iran, per WSJ. Details include: 1. Gulf countries are 'getting tougher' following persistent attacks 2. Saudi Arabia has agreed to let American forces use its King Fahd air base

Iran's Revolutionary Guards warn Israeli military their troops in the north and the Gaza Strip will be targeted 'without any limit' if Israel targets civilians in Palestinian territories and Lebanon - IRNA

【市场在特朗普发帖称与伊朗谈判15分钟前曾异常波动】特朗普发帖称与伊朗的会谈"富有成效"的15分钟前，数千份布伦特和西得克萨斯中质油合约易手，引发内幕交易质疑。

JUST IN: South Korea PM cancels China trip, citing 'urgent need' to stay home & manage Iran crisis fallout

Absolutely incredible: The US 20Y Note Yield is now back to 5.00% less than 24 hours after President Trump said peace talks were underway. The threat of 7% mortgages and $4.00 gas prices has become reality. Bond markets say this war is unsustainable.

Gold is officially in a bear market, per CNBC. Spot gold has now lost over 22% since hitting a high of $5,594.82 per ounce at the end of January.

Private-sector activity in the euro area rose at the slowest pace since last May as the Iran war stokes inflation while endangering a nascent economic recovery.

Revolut's revenue surged 46% last year as it boosted subscriptions and wealth offerings aided by a jump in customers

Puig stock soars 15% after Estée Lauder confirms takeover talks with Charlotte Tilbury maker

SK Hynix plans to spend $7.9 billion on cutting-edge chipmaking tools from ASML, to sate quickening AI demand

⭕️ 3,000+ strikes across Iran since the start of Operation Roaring Lion Yesterday, the IDF targeted IRGC command centers, weapons storage facilities, and aerial defense systems. Overnight, an additional 50+ targets were struck, including ballistic missile storage and launch

BREAKING: Arab mediators have privately 'expressed skepticism' that the US and Iran could quickly reach an agreement, noting that the two sides remained far apart, per WSJ. In a sudden turn of events, Iran is 'distancing itself from talks' as Trump pushes for a peace deal.

A Chinese-owned fuel tanker has sailed through the Strait of Hormuz from the Persian Gulf

It is so difficult to understand why Trump launched his Iran operation - an op so clearly damaging to US national interests, the global economy, Ukraine and the US' closest allies in Europe and the Gulf. Then there is this…. [QT @adamscochran: 5 minutes before Trump's announcement: $1.5B notional worth of S&P500 (ES) futures are bought in a single clip. $192M notional of oil futures (CL) sold. More than 4x-6x any other trade size during the market close. Insiders profited from his lies in broad daylight!]

Absolutely incredible: The US 20Y Note Yield is now back to 5.00% less than 24 hours after President Trump said peace talks were underway. The threat of 7% mortgages and $4.00 gas prices has become reality. Bond markets say this war is unsustainable.

Gold is officially in a bear market, per CNBC Spot gold has now lost over 22% since hitting a high of $5,594.82 per ounce at the end of January.

ECB's Kazaks: Bets on two hikes is plausible, we'll see if it happens

SK Hynix to Buy $8 Billion of ASML EUV Equipment

British fintech Revolut reports record annual profit as it gears up for U.S. push

Puig stock soars 15% after Estée Lauder confirms takeover talks with Charlotte Tilbury maker

⭕️ 3,000+ strikes across Iran since the start of Operation Roaring Lion Yesterday, the IDF targeted IRGC command centers, weapons storage facilities, and aerial defense systems. Overnight, an additional 50+ targets were struck, including ballistic missile storage and launch

BREAKING: Arab mediators have privately "expressed skepticism" that the US and Iran could quickly reach an agreement, noting that the two sides remained far apart, per WSJ. In a sudden turn of events, Iran is "distancing itself from talks" as Trump pushes for a peace deal.

WATCH: Australia and the European Union signed a trade deal that was eight years in the making, removing tariffs for almost all European goods and for nearly all exports of Australian critical minerals

Absolutely incredible: The US 20Y Note Yield is now back to 5.00% less than 24 hours after President Trump said peace talks were underway. The threat of 7% mortgages and $4.00 gas prices has become reality. Bond markets say this war is unsustainable.

Gold is officially in a bear market, per CNBC. Spot gold has now lost over 22% since hitting a high of $5,594.82 per ounce at the end of January.

ECB's Kazaks: Bets on two hikes is plausible, we'll see if it happens

The world economy's first signs of a synchronized shock emerged in business surveys

Anthropic says Claude can now use your computer to finish tasks for you in AI agent push

In March 2023, Claude had an estimated IQ of 64. Today, Claude Opus 4.6 scores 133 on the Mensa Norway test. GPT-5.2 Thinking hits 141. Gemini 3 Pro, 142. That's a jump from cognitively impaired to gifted in three years. No human population has ever improved that fast

SK Hynix to Buy $8 Billion of ASML EUV Equipment

Puig stock soars 15% after Estée Lauder confirms takeover talks with Charlotte Tilbury maker

Moody's cuts rating on private credit fund run by KKR and Future Standard to junk as bad loans grow

Apollo to Acquire Nippon Sheet Glass in $3.7 Billion Deal

Oil rises as Saudi Arabia and UAE reportedly weigh joining Iran war

More than 40 energy assets across nine countries in the Middle East have been 'severely or very severely' damaged by the war

BREAKING: Australia & European Union sign trade deal eight years in the making, removes over 99% of tariffs on EU goods.

Major notes from the weekend on Iran: 1) Combined Force strikes started hitting IRGC Ground Forces units in the Kurdish regions. 2) We have confirmed that IRGC members are at least two cycles behind on pay. 3) *Coincidentally,* I'm sure, the IRGC Ground Forces Commander went [missing]

Russia has temporarily suspended exports of ammonium nitrate, further tightening the global supply of crop nutrients

AAVE at $110 with BGD Labs exiting april 1, ACI gone by july, parafi and blockchain capital dumping $55m combined in march, revenue down 52% from Q4 peak. V4 launches without the team that built V3. market pricing ETF hopium over operational collapse. complacency has an [expiry date]

A case underway in Brooklyn federal court may finally force the US government to provide some answers about its seizure of a mysterious $15 billion crypto hoard

5 minutes before Trump's announcement: * $1.5B notional worth of S&P500 (ES) futures are bought in a single clip. * $192M notional of oil futures (CL) sold. More than 4x-6x any other trade size during the market close. Insiders profited from his lies in broad daylight!

Gas prices in the US have moved up to $3.98/gallon, their highest level since August 2022. The 35% spike over the last month ($2.95/gallon to $3.98/gallon) is the biggest we've seen in the past 30 years.

Gold is officially in a bear market, per CNBC Spot gold has now lost over 22% since hitting a high of $5,594.82 per ounce at the end of January.

ECB's Sleljpen: There's certainly a risk of stagflation

Russia has temporarily suspended exports of ammonium nitrate, further tightening the global supply of crop nutrients

Turkey's central bank is preparing an expanded toolkit to defend the lira from Iran war-related volatility that includes potentially tapping its vast gold reserves

Anthropic says Claude can now use your computer to finish tasks for you in AI agent push

Lawmakers have demanded the US commerce department suspend Nvidia's licences to export AI chips to China and south-east Asian countries after the discovery of a large smuggling scheme, per FT

SK Hynix plans to buy ~$8 billion of extreme ultraviolet equipment from $ASML, in order to ramp up its advanced semiconductor production capability - WSJ

Jefferies Stock Jumps. Japan's SMFG Is Planning a Possible Takeover, Report Says.

Margaret Ryan, a U.S. Securities and Exchange Commission's enforcement director, resigned effective last week after clashing with agency leadership over the direction of investigations, specifically those involving Donald Trump and his family, per YF

Apollo Global $APO has agreed to acquire Nippon Sheet Glass marking its largest private-equity investment in Japan 🇯🇵 to date, totaling about $3.7 billion in enterprise value - WSJ

Moody's cuts rating on private credit fund run by KKR and Future Standard to junk as bad loans grow

BREAKING: Traders placed roughly $580 million in oil bets just 15 minutes before President Trump posted about a potential Iran peace deal, per FT. The positions, around 6,200 futures contracts, were executed moments before the announcement and aligned with the sharp move lower

Market volatility persists as President Trump indicates tensions with Iran may ease, but Tehran denies talks and the Strait of Hormuz remains closed

Oil rises as Saudi Arabia and UAE reportedly weigh joining Iran war

JUST IN: Iran has stopped natural gas exports to Turkey.

AAVE at $110 with BGD Labs exiting april 1, ACI gone by july, parafi and blockchain capital dumping $55m combined in march, revenue down 52% from Q4 peak. V4 launches without the team that built V3. market pricing ETF hopium over operational collapse. complacency has an

BREAKING: NYSE partners with Securitize to develop a tokenized securities platform.

Gas prices in the US have moved up to $3.98/gallon, their highest level since August 2022. The 35% spike over the last month ($2.95/gallon to $3.98/gallon) is the biggest we've seen in the past 30 years.

ECB's Sleljpen: There's certainly a risk of stagflation

Big revisions, not in an ideal direction, for 4Q25 unit labor costs (+4.4% vs. initial +2.8%) and productivity (+1.8% vs. initial +2.8%)

Growth in US business activity slowed in March to an almost one-year low and prices paid for materials and other inputs picked up in the wake of the US-Israel war with Iran.

BREAKING: Elon Musk announces that Tesla and SpaceX will jointly build an advanced chip manufacturing plant in Austin, Texas. Details include: 1. Musk says the "Terafab" site will include two fabs, one for Tesla's AI and one for SpaceX's space-based data centers 2. Musk aims

Lawmakers have demanded the US commerce department suspend Nvidia's licences to export AI chips to China and south-east Asian countries after the discovery of a large smuggling scheme, per FT

SK Hynix plans to buy ~$8 billion of extreme ultraviolet equipment from $ASML, in order to ramp up its advanced semiconductor production capability - WSJ

Apollo Global $APO has agreed to acquire Nippon Sheet Glass marking its largest private-equity investment in Japan 🇯🇵 to date, totaling about $3.7 billion in enterprise value - WSJ

Securitize will become NYSE's first digital transfer agent, allowing it to create shares for stocks and exchange-traded funds as digital tokens on a blockchain

Moody's Ratings on Monday downgraded a private credit fund run by KKR and Future Standard to junk amid rising bad loans and a string of weak earnings. The move by Moody's is the latest sign of distress in the private credit world.

BREAKING: Iran is halting gas exports to Turkey following Israel's strike on the South Pars gas field.

Iran has started charging transit fees on some commercial vessels passing through the Strait of Hormuz

Iran appointed a hardline veteran of the Islamic Revolutionary Guard Corps as the country's top national-security leader, replacing Ali Larijani, who was killed in an Israeli airstrike last week.

BREAKING: Traders placed roughly $580 million in oil bets just 15 minutes before President Trump posted about a potential Iran peace deal, per FT. The positions, around 6,200 futures contracts, were executed moments before the announcement and aligned with the sharp move lower

BREAKING: Saudi Arabia's Prince Mohammed bin Salman has been "pushing" President Trump to continue the war against Iran, per NYT. Saudi's Mohammed bin Salman says: 1. The US-Israeli military campaign presents a "historic opportunity" to remake the Middle East 2. Iran poses a

Tether signs engagement with a Big 4 Firm for its first Full Audit ❤️

resolv $80m exploit passed sherlock audit and used fireblocks custody. the hack came from a single private key minting 80m unbacked USR. 15 morpho vaults hit because MEV capital, steakhouse, gauntlet all had the same exposure. alchemix, maple, yearn with zero losses just became

The CLARITY ACT is for the banks, not the crypto industry. Almost as solid an attempt at gaslighting as the "Inflation Reduction Act."

Gas prices in the US have moved up to $3.98/gallon, their highest level since August 2022. The 35% spike over the last month ($2.95/gallon to $3.98/gallon) is the biggest we've seen in the past 30 years.

Crude oil is off to its best start to the year in decades [QT @LeverageShares: Oil's strongest start on record. WTI crude +66.4% YTD, outperforming every year since 1983. Even 2022 (Russia-Ukraine shock) and 2020 (COVID) lag far behind. Late Feb–mid Mar surge exceeds any historical range. Geopolitical premium or supply shock? This is unprecedented.]

Negative supply shock. One theme that popped up in flash PMIs released for March was a worsening of manufacturing delivery times. As it takes longer to move product out the factory door, we typically see upward pressure on prices.

Traders fully price three-quarter-point ECB hikes this year.

Big revisions, not in an ideal direction, for 4Q25 unit labor costs (+4.4% vs. initial +2.8%) and productivity (+1.8% vs. initial +2.8%)

BREAKING: Elon Musk announces that Tesla and SpaceX will jointly build an advanced chip manufacturing plant in Austin, Texas. Details include: 1. Musk says the "Terafab" site will include two fabs, one for Tesla's AI and one for SpaceX's space-based data centers 2. Musk aims

you guys realize i have been saying this for like, a year now? [QT @WatcherGuru: JUST IN: Nvidia $NVDA CEO Jensen Huang says "we've achieved AGI."]

Moody's Ratings on Monday downgraded a private credit fund run by KKR and Future Standard to junk amid rising bad loans and a string of weak earnings. The move by Moody's is the latest sign of distress in the private credit world.

BREAKING: Iran is halting gas exports to Turkey following Israel's strike on the South Pars gas field.

Iran is reportedly charging some commercial vessels up to $2 million for passage through the Strait of Hormuz, though the claims remain unverified, per WSJ

BREAKING: Saudi Arabia's Prince Mohammed bin Salman has been 'pushing' President Trump to continue the war against Iran, per NYT. Saudi's Mohammed bin Salman says: 1. The US-Israeli military campaign presents a 'historic opportunity' to remake the Middle East 2. Iran poses a

Iran appointed a hardline veteran of the Islamic Revolutionary Guard Corps as the country's top national-security leader, replacing Ali Larijani, who was killed in an Israeli airstrike last week.

Iran war may push 45 million people into acute hunger by June, WFP says

Tether signs engagement with a Big 4 Firm for its first Full Audit ❤️ [QT @tether: Tether Signs Big Four Firm to Complete First Full Audit, Setting a New Quality Standard for the Digital Asset Economy]

Yeah bitcoin ETFs now $2.5b for month and one good day away from completely digging out of their YTD flow hole. $IBIT is already there and then some, in top 2% among all ETFs in YTD flows. Again, incredible fortitude in face of 40% 6mo price drop and widespread media pile on.

Announcing supply is the opposite of announcing demand you maniacs [QT @Strategy: Strategy announces new $21 Billion $STRC ATM Program and new $21 Billion $MSTR ATM Program.]

you really have to hand it to @carlosdomingo, unwavering focus on tokenized securities through multiple bears, never flinched, now poised to build a monster, what an incredible founder and category creator

resolv $80m exploit passed sherlock audit and used fireblocks custody. the hack came from a single private key minting 80m unbacked USR. 15 morpho vaults hit because MEV capital, steakhouse, gauntlet all had the same exposure. alchemix, maple, yearn with zero losses just became

March @SPGlobalPMI US Composite down to 51.4 vs. 51.9 prior; Manufacturing at 52.4 vs. 51.6 prior; Services at 51.1 vs. 51.7 prior … index saw first fall in employment in over a year as average input costs posted largest monthly increase for 10 months

WTI crude +66.4% YTD, outperforming every year since 1983 Even 2022 (Russia-Ukraine shock) and 2020 (COVID) lag far behind Late Feb–mid Mar surge exceeds any historical range Geopolitical premium or supply shock? This is unprecedented.

Big revisions, not in an ideal direction, for 4Q25 unit labor costs (+4.4% vs. initial +2.8%) and productivity (+1.8% vs. initial +2.8%)

Traders fully price three-quarter-point ECB hikes this year.

Welcome to March 24, 2026 The Singularity now has a multi-trillion-dollar endorsement. Jensen Huang has declared 'I think we've achieved AGI,' a statement that lands differently when uttered by the man who manufactures the

BREAKING: Elon Musk announces that Tesla and SpaceX will jointly build an advanced chip manufacturing plant in Austin, Texas. Details include: 1. Musk says the 'Terafab' site will include two fabs, one for Tesla's AI and one for SpaceX's space-based data centers 2. Musk aims

Ares is limiting redemptions at its $10.7 billion private credit fund as alternative asset managers face a surge in such requests

Moody's Ratings on Monday downgraded a private credit fund run by KKR and Future Standard to junk amid rising bad loans and a string of weak earnings. The move by Moody's is the latest sign of distress in the private credit world.

By this point we would normally be in the 'Middle East sovereign XYZ takes stake in investment bank ABC' of the credit cycle, but we know that pool is selling to buy weapons, make payroll, and pay Iranian tribute. So think of how bad the credit problems must be for Jefferies to

BREAKING: Iran has begun imposing 'transit fees' on some commercial vessels passing through the Strait of Hormuz, per Bloomberg. Payments of as much as $2 million per voyage are being sought on an adhoc basis.

A senior Iranian Foreign Ministry official told CBS News exclusively that 'we received points from the U.S. through mediators and they are being reviewed.'

BREAKING: Saudi Arabia's Prince Mohammed bin Salman has been 'pushing' President Trump to continue the war against Iran, per NYT. Saudi's Mohammed bin Salman says: 1. The US-Israeli military campaign presents a 'historic opportunity' to remake the Middle East 2. Iran poses a

Iran appointed a hardline veteran of the Islamic Revolutionary Guard Corps as the country's top national-security leader, replacing Ali Larijani, who was killed in an Israeli airstrike last week.

Iran's biggest Gulf Arab neighbors are considering joining the US-Israeli war against Iran, and could be pushed to if Tehran attacks their critical infrastructure, according to several people with knowledge of the situation. The Gulf's most powerful states, Saudi Arabia and the

Tether signs engagement with a Big 4 Firm for its first Full Audit ❤️

Yeah bitcoin ETFs now $2.5b for month and one good day away from completely digging out of their YTD flow hole. $IBIT is already there and then some, in top 2% among all ETFs in YTD flows. Again, incredible fortitude in face of 40% 6mo price drop and widespread media pile on.

$CRCL Clarity Act Text Blocks Yield for Holding Stablecoins - The revised Senate draft bans yield payments for simply holding stablecoin balances. - Lawmakers allow rewards only for specific user activities, not for token holdings. - Banking groups pushed for limits to prevent

resolv $80m exploit passed sherlock audit and used fireblocks custody. the hack came from a single private key minting 80m unbacked USR. 15 morpho vaults hit because MEV capital, steakhouse, gauntlet all had the same exposure. alchemix, maple, yearn with zero losses just became

March @SPGlobalPMI US Composite down to 51.4 vs. 51.9 prior; Manufacturing at 52.4 vs. 51.6 prior; Services at 51.1 vs. 51.7 prior … index saw first fall in employment in over a year as average input costs posted largest monthly increase for 10 months

United Airlines CEO Scott Kirby said ticket prices may have to go up by 20% if jet fuel prices remain elevated for longer

Asia is highly exposed to the Iran War energy shock: The Philippines and Vietnam source ~95% and ~90% of their crude oil imports from the Middle East. This is followed by Singapore, South Korea, Taiwan, Malaysia, and Thailand, each importing ~70% from the region. India and…

Clear Harbor Asset Management CEO Aaron Kennon calls moves in the futures markets minutes before a social media post from US President Donald Trump sent crude prices tumbling and equities soaring, 'highly suspicious'

Welcome to March 24, 2026 The Singularity now has a multi-trillion-dollar endorsement. Jensen Huang has declared 'I think we've achieved AGI,' a statement that lands differently when uttered by the man who manufactures the…

Software source code supply-chain-attacks are going to be very common with AI. Stay SAFU! [QT @hnykda: LiteLLM HAS BEEN COMPROMISED, DO NOT UPDATE. We just discovered that LiteLLM pypi release 1.82.8. It has been compromised, it contains litellm_init.pth with base64 encoded instructions to send all the credentials it can find to remote server + self-replicate.]

Arm releases first in-house chip, with Meta as debut customer

LIQUIDATION NATION mid 3/24: *markets back to HAMMERING software... whether its Amodei talking about -50% workforce cuts (come on man) or Claude Dispatch ... or WDAY saying agents are a risk to biz... just ugly action and rolling back over

Moody's Ratings on Monday downgraded a private credit fund run by KKR and Future Standard to junk amid rising bad loans and a string of weak earnings. The move by Moody's is the latest sign of distress in the private credit world.

Epic Games Inc. is cutting more than 1,000 jobs across the company, amid a downturn in engagement with its Fortnite video game.

BREAKING: Iran has begun imposing 'transit fees' on some commercial vessels passing through the Strait of Hormuz, per Bloomberg. Payments of as much as $2 million per voyage are being sought on an adhoc basis.

Gulf states including Saudi Arabia and the United Arab Emirates are considering joining the US-Israeli war against Iran, and could be pushed to if Tehran attacks their critical infrastructure, sources say. Read our exclusive story.

BREAKING: An Iranian source tells CNN that there has been 'outreach' between the US and Iran and that Iran is willing to listen to 'sustainable' proposals to end the war. 'Iran is not asking for a meeting or direct talks with the US but is willing to listen if a plan for a…

Bitcoin has likely reached a floor and could rise to $150,000 by the end of 2026, according to Bernstein, which argues the cryptocurrency is being reshaped by a steady shift toward institutional ownership and financing

NEW: COINBASE $COIN HEAD OF INSTITUTIONAL BRETT TEJPAUL SAYS SECOND WAVE OF INSTITUTIONAL MONEY IN CRYPTO IS HERE, FOCUSING ON YIELD

"Today's 2 yr auction was terrible:" @pboockvar The bid-to-cover ratio was the weakest since May 2024 and dealers got stuck with the largest amount since October 2022. Traders are having a hard time pricing Fed policy as oil prices swing higher.

🔴 Iran war sends US borrowing costs soaring most since 2024 - FT

Futures for oil and stocks worth billions of dollars changed hands just 15 minutes before a social media post from President Trump sent crude prices tumbling and equities soaring

United CEO Scott Kirby expects oil prices to stay high for longer ($100 or more through 2027) and plane ticket prices to potentially rise 20% to compensate for higher fuel costs. He expects demand to eventually go down as a result.

Software horror: litellm PyPI supply chain attack. Simple `pip install litellm` was enough to exfiltrate SSH keys, AWS/GCP/Azure creds, Kubernetes configs, git credentials, env vars (all your API keys), shell history, crypto wallets, SSL private keys, CI/CD secrets, database

Arm releases first in-house chip, with Meta as debut customer

SHOPIFY $SHOP JUST POSTED THIS: - STARTING THIS WEEK, MILLIONS OF MERCHANTS CAN SELL TO CHATGPT USERS VIA AGENTIC STOREFRONTS - SHOP PAY WILL ALSO BE COMING TO COPILOT SO BUYERS CAN COMPLETE PURCHASES INSTANTLY.

This is how far the Magnificent 7 is down from their 52 WEEK HIGHS [QT @bitget: MAG 7 drawdown from 52-week high: $MSFT −31.0% $META −24.2% $TSLA −23.7% $AMZN −18.7% $NVDA −17.2% $GOOGL −13.7% $AAPL −12.9%]

.@Revolut is one of the fastest growing financial institutions in the world @aleximm and @santiago__rdz on the outlier numbers in Revolut's 2025 Annual Report: - Revenue grew 46% to £4.5 billion - Profit before tax grew 57% to £1.7 billion, realizing a 38% margin - Retail

BREAKING: Iran has begun imposing "transit fees" on some commercial vessels passing through the Strait of Hormuz, per Bloomberg. Payments of as much as $2 million per voyage are being sought on an adhoc basis.

🔴 US and Iran may hold high-level talks as soon as Thursday - Axios

US official: Command element of the 82nd airborne division has been directed by the Pentagon to deploy to the Middle East together with an infantry brigade consisting of several thousand troops - Axios Reporter on X

Gulf states including Saudi Arabia and the United Arab Emirates are considering joining the US-Israeli war against Iran, and could be pushed to if Tehran attacks their critical infrastructure, sources say.

Israeli Military: We attacked explosives manufacturing plant in Iran as part of wave of attacks on Isfahan.

Bitcoin has likely reached a floor and could rise to $150,000 by the end of 2026, according to Bernstein, which argues the cryptocurrency is being reshaped by a steady shift toward institutional ownership and financing

The West is relatively "protected" from the current energy shock: Oil currently flowing through global shipping routes is down to ~1,430 million barrels, down -270 million over the last 3 weeks. Meanwhile, OECD Europe and Americas commercial crude flows are up to ~960 million

"Today's 2 yr auction was terrible:" @pboockvar The bid-to-cover ratio was the weakest since May 2024 and dealers got stuck with the largest amount since October 2022. Traders are having a hard time pricing Fed policy as oil prices swing higher.

Investors are pouring money into energy stocks at a record pace: Global energy equity funds have attracted a record +$9.5 billion in inflows over the last 3 weeks. By comparison, the previous peak was +$7 billion at the beginning of 2021. The 2022 spike, when WTI Crude oil

The spike in oil prices caused by the war in Iran has led markets to price in rate hikes from the ECB and Bank of England, with the BoE potentially raising rates four times this year

Software horror: litellm PyPI supply chain attack. Simple `pip install litellm` was enough to exfiltrate SSH keys, AWS/GCP/Azure creds, Kubernetes configs, git credentials, env vars (all your API keys), shell history, crypto wallets, SSL private keys, CI/CD secrets, database

Arm releases first in-house chip, with Meta as debut customer

This is how far the Magnificent 7 is down from their 52 WEEK HIGHS [QT @bitget: MAG 7 drawdown from 52-week high: $MSFT −31.0% $META −24.2% $TSLA −23.7% $AMZN −18.7% $NVDA −17.2% $GOOGL −13.7% $AAPL −12.9%]

.@Revolut is one of the fastest growing financial institutions in the world @aleximm and @santiago__rdz on the outlier numbers in Revolut's 2025 Annual Report: - Revenue grew 46% to £4.5 billion - Profit before tax grew 57% to £1.7 billion, realizing a 38% margin - Retail

U.S. forces have destroyed more than 9,000 military targets inside Iran, significantly removing the Iranian regime's combat capability.

Absolutely incredible: Minutes after the 10Y Note Yield rose to 4.43%, US officials said peace talks with Iran could come as soon as Thursday. However, yields continue to hold as skepticism over peace talks has grown, with the 10Y Note Yield now at 4.40%. Once again, we cannot

US official: Command element of the 82nd airborne division has been directed by the Pentagon to deploy to the Middle East together with an infantry brigade consisting of several thousand troops - Axios Reporter on X

Governments across the Persian Gulf are moving closer to supporting the US-Israeli military campaign against Iran, according to a report by The Wall Street Journal. The report says countries including Saudi Arabia and the United Arab Emirates have taken steps that could expand

BREAKING: Volkswagen is in talks with Israel's Iron Dome maker over a deal that would switch production at one of their factories from cars to missile defense, per FT. The German government is actively supporting the proposal.

Bitcoin has likely reached a floor and could rise to $150,000 by the end of 2026, according to Bernstein, which argues the cryptocurrency is being reshaped by a steady shift toward institutional ownership and financing

SOLANA $SOL FOUNDATION LAUNCHES DEVELOPER PLATFORM WITH MASTERCARD, WESTERN UNION, AND WORLDPAY FOR TOKENIZED ASSETS AND PAYMENTS

Absolutely incredible: Minutes after the 10Y Note Yield rose to 4.43%, US officials said peace talks with Iran could come as soon as Thursday. However, yields continue to hold as skepticism over peace talks has grown, with the 10Y Note Yield now at 4.40%. Once again, we cannot

"Today's 2 yr auction was terrible:" @pboockvar The bid-to-cover ratio was the weakest since May 2024 and dealers got stuck with the largest amount since October 2022. Traders are having a hard time pricing Fed policy as oil prices swing higher.

Software horror: litellm PyPI supply chain attack. Simple `pip install litellm` was enough to exfiltrate SSH keys, AWS/GCP/Azure creds, Kubernetes configs, git credentials, env vars (all your API keys), shell history, crypto wallets, SSL private keys, CI/CD secrets, database

Arm releases first in-house chip, with Meta as debut customer

Figma's post-IPO crash leaves them down 81%

U.S. forces have destroyed more than 9,000 military targets inside Iran, significantly removing the Iranian regime's combat capability.

US official: Command element of the 82nd airborne division has been directed by the Pentagon to deploy to the Middle East together with an infantry brigade consisting of several thousand troops - Axios Reporter on X

BREAKING: US and Israeli officials are planning for another two to three weeks of war regardless of whether peace talks take place, per Axios.

BREAKING: Volkswagen is in talks with Israel's Iron Dome maker over a deal that would switch production at one of their factories from cars to missile defense, per FT. The German government is actively supporting the proposal.

Royal Navy to lead coalition efforts to reopen Strait of Hormuz - The Times

SOLANA $SOL FOUNDATION LAUNCHES DEVELOPER PLATFORM WITH MASTERCARD, WESTERN UNION, AND WORLDPAY FOR TOKENIZED ASSETS AND PAYMENTS

Brent Crude futures settle at $104.49/bbl, up $4.55, 4.55%.

Absolutely incredible: Minutes after the 10Y Note Yield rose to 4.43%, US officials said peace talks with Iran could come as soon as Thursday. However, yields continue to hold as skepticism over peace talks has grown, with the 10Y Note Yield now at 4.40%. Once again, we cannot

The US Money Supply grew 5% over the last year, the biggest YoY increase since June 2022. After a brief hiatus, money printing is back.

OpenAI is planning to shut down its standalone app for its Sora video platform - WSJ. Turns out creating a new social media platform is very hard

Apple $AAPL is testing a standalone app for its Siri voice assistant alongside a new "Ask Siri" feature - Bloomberg

New day. New attack surfaces. Be careful out there. [QT @karpathy: Software horror: litellm PyPI supply chain attack. Simple `pip install litellm` was enough to exfiltrate SSH keys, AWS/GCP/Azure creds, Kubernetes configs, git credentials, env vars (all your API keys), shell history, crypto wallets, SSL private keys, CI/CD secrets, database]

All these stocks hit new 52 WEEK HIGHS at some point today Clear Secure $YOU Exxon Mobil $XOM Verizon $VZ $DELL Akamai $AKAM Antero $AM $APA Ciena $CIEN Conocophilips $COP Cheniere $CQP Coterra $CTRA Corteva $CTVA Cenovus $CVE Chevron $CVX Darling $DAR Devon Energy $DVN Enbridge

JUST IN: OpenAI to raise an additional $10,000,000,000.00 at a $730,000,000,000.00 valuation.

ARM HOLDINGS $ARM CEO RENE HAAS JUST SAID: - NEW CHIP LINE TO GENERATE $15BN ANNUAL REVENUE IN 5 YEARS - FORECASTS EPS OF $9 & TOTAL REVENUE OF $25BN OVER SAME PERIOD

U.S. forces have destroyed more than 9,000 military targets inside Iran, significantly removing the Iranian regime's combat capability.

BREAKING: US and Israeli officials are planning for another two to three weeks of war regardless of whether peace talks take place, per Axios.

BREAKING: US 82nd Airborne Division Commander ordered to deploy to the Middle East, per FOX

Iran has circulated a letter to member countries of the International Maritime Organization saying 'non-hostile vessels' can transit the Strait of Hormuz 'in co-ordination with Iranian authorities'. In the letter circulated among IMO members on Tuesday and shared with the

United CEO Scott Kirby expects oil prices to stay high for longer ($100 or more through 2027) and plane ticket prices to potentially rise 20% to compensate for higher fuel costs, per Bloomberg

The US Money Supply grew 5% over the last year, the biggest YoY increase since June 2022. After a brief hiatus, money printing is back.

OPENAI TO RAISE $10B FROM MGX, COATUE, AND THRIVE AT $730B VALUATION, TOTAL ROUND NEARS $120B

OpenAI is planning to shut down its standalone app for its Sora video platform - WSJ. Turns out creating a new social media platform is very hard

ARM HOLDINGS $ARM CEO RENE HAAS JUST SAID: - NEW CHIP LINE TO GENERATE $15BN ANNUAL REVENUE IN 5 YEARS - FORECASTS EPS OF $9 & TOTAL REVENUE OF $25BN OVER SAME PERIOD

All these stocks hit new 52 WEEK LOWS at some point today: Mercadolibre $MELI Adobe $ADBE Snapchat $SNAP Abbott $ABT Broadridge $BR Chewy $CHWY Costar $CSGP Cintas $CTAS Dropbox $DBX Diageo $DEO Domino's Pizza $DPZ Fair Isaac $FICO Gen Digital $GEN Kraft Heinz $KHC Mobileye $MBLY

This is now the third time large trades have occurred minutes before a Trump war announcement. Yesterday, unusually large oil futures contracts were traded in the morning. Normal volume at that time: ~700,000 barrels Yesterday's volume: ~6,000,000 barrels. That's almost 10x the...

The 'one-month ceasefire' situation: Israeli media is now reporting that US envoys Witkoff and Kushner are preparing for a one-month ceasefire with Iran. This ceasefire will be utilized to 'hold talks' as the war nears the end of its 4th week. But, will Iran accept? It has...

Just over two weeks ago, Trump defined victory as 'unconditional surrender' by Tehran.

IRAN ON POTENTIAL US GROUND INVASION: 'For years, we have been awaiting the Americans' entry. We have just one message for the American soldiers: Come closer.'

IAEA reiterates call for maximum restraint so as to avoid nuclear safety risks during conflict.

Iran said foreign ships are allowed to cross the Strait of Hormuz, as long as they aren't supporting acts of aggression against the country and follow regulations put in place by Tehran.

zcash [QT @theragetech: 🇪🇺 EU prepares to issue standardized guidance for the surveillance of 'self-hosted wallets'. The EU Anti-Money Laundering Authority (AMLA) is preparing to issue guidance for the technical requirements to surveil transactions between 'self-hosted wallets' and accounts held with...]

BREAKING: US oil prices drop as low as $86.50/barrel on reports that the US is seeking a one-month ceasefire with Iran.

The average cost for a gallon of diesel in California rose to the highest level ever as the state deals with limited oil-refining capacity and as the war in Iran disrupts global energy shipments

In practice, the wealthy nations including Taiwan can scramble to bid high prices for unencumbered energy and materials to fill some/all of their gap, which will likely leave the worst shortages with the poorest countries.

JUST IN: OpenAI to raise an additional $10,000,000,000.00 at a $730,000,000,000.00 valuation.

ARM HOLDINGS $ARM CEO RENE HAAS JUST SAID: - NEW CHIP LINE TO GENERATE $15BN ANNUAL REVENUE IN 5 YEARS - FORECASTS EPS OF $9 & TOTAL REVENUE OF $25BN OVER SAME PERIOD

Disney $DIS is also exiting the deal it signed with OpenAI last year, in which it pledged to invest $1 billion in the company and agreed to license some of its characters for use in Sora - Hollywood Reporter

Robinhood announced a new stock-buyback program authorizing the firm to repurchase as much as $1.5 billion of shares at a time when they're slumping

A New Mexico jury found Tuesday that social media conglomerate Meta violated state consumer protection law in failing to disclose the risks of its platforms to children, the AP reports

BREAKING: The US has developed a '15-point plan' to end the Iran War and claims that Iran has agreed to many of the key points, per Axios. Details include: 1. Proposal includes many of the same demands the US made during the last round of nuclear talks in Geneva 2. US envoy

BREAKING: Iran said foreign ships are allowed to cross the Strait of Hormuz, as long as they aren't supporting acts of aggression against the country and follow regulations put in place by Tehran.

IRAN ON POTENTIAL US GROUND INVASION: 'For years, we have been awaiting the Americans' entry. We have just one message for the American soldiers: Come closer.'

Slovenia becomes first EU country to introduce fuel rationing, per Bloomberg

zcash [QT @theragetech: 🇪🇺 EU prepares to issue standardized guidance for the surveillance of 'self-hosted wallets'. The EU Anti-Money Laundering Authority (AMLA) is preparing to issue guidance for the technical requirements to surveil transactions between 'self-hosted wallets' and accounts held with...]

A private credit fund jointly run by Future Standard and KKR lost one of its investment-grade ratings, a rare occurrence in the $1.8 trillion private credit market that could result in higher borrowing costs for the investment vehicle

Fed's Daly: We need to remain flexible and respond to evolving risks.

BREAKING: Nvidis CEO has said we've AGI

AI may boost euro area productivity growth by 4% in 10 years, ECB says

It's now easier to find, reuse, and build on the files you upload and create in ChatGPT. You can quickly reference files in a chat using recent files in the toolbar, ask ChatGPT about something you've uploaded, or browse your files in the new Library tab in the web sidebar.

Estée Lauder is in talks to merge with Puig amid ongoing turnaround plan

ParaFi, a New York-based digital asset manager that includes KKR co-founder Henry Kravis among its backers, raised $125 million in March for a new venture fund

Clear Secure $YOU stock is up more than 50% so far in 2026

I guess the US is negotiating with a faction of Iran… Is it the faction that controls the missiles and the Strait? That's the only thing that matters

Audio recordings from the airport control tower indicate the truck was initially cleared to cross the runway before a controller tried to pull it back to avoid a collision.

NEW: COINSHARES FILES FOR BITCOIN $BTC VOLATILITY ETF $CBIX

NEW: TRON $TRX DAO EXPANDS AI FUND TO $1B TO BACK AGENTIC ECONOMY INFRASTRUCTURE

A crypto exchange backed by Citadel is creating the first blockchain-based derivative of the Korean won versus the US dollar, one of Asia's busiest currency pairs

Japan core inflation in February misses estimates, headline CPI eases for a fourth straight month

The Magnificent 7 stocks are decoupling from the rest of the market: The 100-day correlation between the Magnificent 7 Index and the S&P 500 Equal Weight Index is down to -0.27, the most negative reading since June 2023. This means Big Tech and the average stock in the market

Elon is actually doing Project Paperclip for chip fabs ahead of WW3. Saving Western chip fab capacity with such an ambitious effort.

AI may boost euro area productivity growth by 4% in 10 years, ECB says

Wall Street is facing the most volatile markets in months as it looks to offload billions of dollars of junk debt to fund buyouts. After some key changes, including a delay, one for Nexstar just got over the line.

Gilead Sciences to Buy Ouro Medicines for Up to $2.18 Billion

ParaFi, a New York-based digital asset manager that includes KKR co-founder Henry Kravis among its backers, raised $125 million in March for a new venture fund

Strategy doubles down with aggressive capital plan to buy Bitcoin.

Kim Jong Un says North Korea's nuclear status is irreversible, threatens South

Kalshi set to block politicians, athletes from trading in their markets

NEW: TRON $TRX DAO EXPANDS AI FUND TO $1B TO BACK AGENTIC ECONOMY INFRASTRUCTURE

🚨SEN. ELIZABETH WARREN SEEKS DETAILS FROM MRBEAST'S BEAST INDUSTRIES ON TEEN CRYPTO PLANS AFTER STEP ACQUISITION

Venezuela firms turn to crypto while Bitcoin prices swing on conflicting Middle East reports.

Goldman Sachs dropped its call for monetary easing in Indonesia this year while adding interest-rate hikes for India and the Philippines as the US-Israeli war on Iran drives up energy prices and boosts inflation across Asia.

Institutional investors are betting on higher volatility: Net $VIX futures positioning among asset managers is up to +$18 million, the highest since November. This marks a sharp reversal from the net short positioning seen over the last 3 months, with the low reaching -$50

Apollo gives investors only 45% of requested withdrawals from $15 billion private credit fund

Elon is actually doing Project Paperclip for chip fabs ahead of WW3. Saving Western chip fab capacity with such an ambitious effort. [QT: Tesla's TeraFab has launched a talent war in Taiwan via job postings seeking senior chip experts (Process Integration Engineers) with over 10-years of experience, media report, adding its 2nm fab plan aims directly at TSMC. Chip engineers are already in short supply in Taiwan]

The FCC ordered a ban on the import of new models of foreign-produced consumer wireless routers after an interagency panel determined they threaten national security

The Magnificent 7 stocks are decoupling from the rest of the market: The 100-day correlation between the Magnificent 7 Index and the S&P 500 Equal Weight Index is down to -0.27, the most negative reading since June 2023. This means Big Tech and the average stock in the market

Apollo gives investors only 45% of requested withdrawals from $15 billion private credit fund

A private credit fund jointly run by Future Standard and KKR lost one of its investment-grade ratings, a rare occurrence in the $1.8 trillion private credit market that could result in higher borrowing costs for the investment vehicle

ParaFi, a New York-based digital asset manager that includes KKR co-founder Henry Kravis among its backers, raised $125 million in March for a new venture fund

Strategy doubles down with aggressive capital plan to buy Bitcoin.

NEW: TRON $TRX DAO EXPANDS AI FUND TO $1B TO BACK AGENTIC ECONOMY INFRASTRUCTURE

🚨SEN. ELIZABETH WARREN SEEKS DETAILS FROM MRBEAST'S BEAST INDUSTRIES ON TEEN CRYPTO PLANS AFTER STEP ACQUISITION

One day you just wake up and the chair of CFTC is hyping up the conference you're putting on. [QT @ChairmanSelig: Looking forward to joining @KristinSmith at @blockworksDAS tomorrow to discuss how the @CFTC is supporting @POTUS in ushering in a Golden Age for American financial markets.]

Goldman Sachs dropped its call for monetary easing in Indonesia this year while adding interest-rate hikes for India and the Philippines as the US-Israeli war on Iran drives up energy prices and boosts inflation across Asia.

Apollo Global $APO told investors in its flagship private credit fund that it will limit withdrawals this quarter to just under half of requests - CNBC

Apple is planning to bring advertisements to its Maps app as early as this month, per Bloomberg

Institutional investors are betting on higher volatility: Net $VIX futures positioning among asset managers is up to +$18 million, the highest since November. This marks a sharp reversal from the net short positioning seen over the last 3 months, with the low reaching -$50

Kim Jong Un says North Korea's nuclear status is irreversible, threatens South

Australia and the European Union signed a trade deal that was eight years in the making, removing tariffs for almost all European goods and for nearly all exports of Australian critical minerals.

Kalshi set to block politicians, athletes from trading in their markets

One of Australia's largest pension funds, Hostplus, is considering offering cryptocurrencies as an investment option to its members, an asset class that's so far been largely shunned by its industry rivals

🚨SEN. ELIZABETH WARREN SEEKS DETAILS FROM MRBEAST'S BEAST INDUSTRIES ON TEEN CRYPTO PLANS AFTER STEP ACQUISITION

Risk appetite among retail investors is plummeting: Retail trading activity as a percentage of total stock volume is down to 8.1%, the lowest since Q3 2024. This percentage has nearly HALVED since the November 2025 peak of 15.0%.

Alibaba is launching a new chip for agentic AI and inference computing, adding to a portfolio of semiconductors designed to drive its artificial intelligence ambitions.

Apple is planning to bring advertisements to its Maps app as early as this month, per Bloomberg

We're early in a world where agents maintain the software they help you build. Ramp Labs team is proving it works at production scale and the results are only getting better as models improve.

EXCLUSIVE: Nintendo is cutting back Switch 2 output after demand trailed expectations during the year-end holiday season

Private credit funds' exposure to software has come back to bite them, presenting new risks and opportunities for banks. JPMorgan is looking at both sides of the private credit meltdown.

🔴 World Gold Council: Additional central banks to purchase gold this year.

Vietnam, Russia signed an agreement on the construction of the Southeast Asian nation's first nuclear power plant as Hanoi moves to bolster energy security amid Middle East disruptions

JUST IN: Kim Jong Un vows to 'permanently strengthen' North Korea's nuclear forces.

BNB Chain Foundation bought 370k 人生K线 tokens ($50k) in january. foundations don't buy meme coins. they're making a bet that chinese cultural relevance keeps BSC alive when developer commits are down 85% and TVL is stagnant. the chain is pivoting from infrastructure to identity

One day you just wake up and the chair of CFTC is hyping up the conference you're putting on.

Kalshi set to block politicians, athletes from trading in their markets

Risk appetite among retail investors is plummeting: Retail trading activity as a percentage of total stock volume is down to 8.1%, the lowest since Q3 2024. This percentage has nearly HALVED since the November 2025 peak of 15.0%.

India's March private business activity slows to lowest since Oct 2022, missing forecasts

Sleep-time-compute is coming

Valero's Port Arthur is one of the largest heavy sour refiners in the US and processes the majority of imported Venezuelan crude.

EXCLUSIVE: Nintendo is cutting back Switch 2 output after demand trailed expectations during the year-end holiday season

Australian mining stocks gained the most in almost a year after President Donald Trump's decision to postpone attacks on Iran's energy infrastructure.

OnlyFans owner Leonid Radvinsky, an American of Ukrainian descent, has died of cancer at age 43 — Bloomberg. At the time of his death, he was the sole shareholder of the company. Recent estimates placed his net worth as high as $7.8BN, driven by massive dividend payouts.

Private credit funds' exposure to software has come back to bite them, presenting new risks and opportunities for banks. JPMorgan is looking at both sides of the private credit meltdown.

BREAKING: Vietnam & Russia sign agreement to build first nuclear power plant in Vietnam.

Australia and the European Union signed a trade deal that was eight years in the making, removing tariffs for almost all European goods and for nearly all exports of Australian critical minerals.

BNB Chain Foundation bought 370k 人生K线 tokens ($50k) in january. foundations don't buy meme coins. they're making a bet that chinese cultural relevance keeps BSC alive when developer commits are down 85% and TVL is stagnant. the chain is pivoting from infrastructure to identity

Gold sinks deeper into bear market territory as sell-off extends

India's March private business activity slows to lowest since Oct 2022, missing forecasts

Sleep-time-compute is coming

【吉利德科学以22亿美元收购生物科技公司Ouro药业】随着股价接近历史高位，吉利德科学开启大规模并购交易活动。

【雅诗兰黛正洽谈与让•保罗•高提耶母公司普伊格合并】美国与西班牙两家集团的联手将打造一家市值达400亿美元的美妆巨头。

Raajmarg Infra Investment Trust's units rose as much as 8% in their trading debut after an initial public offering that raised $649 million, India's largest so far this year

Tesla Sales Rebound in Europe After Monthslong Slump

EU, Australia seal trade deal as Western countries hedge against U.S. risks

backpack $BP launches with zero insider token allocation. sounds revolutionary until you realize founders hold equity directly, not through tokens. the conversion terms haven't dropped yet. if they announce a $5b valuation, your tokens buy 0.0001% equity while insiders keep 80%.

The European Central Bank must be "very agile and vigilant" to keep prices in check as the Iran war brings stagflation risks closer, Governing Council member Boris Vujcic said

Even if the fighting in Iran stops within days, there will still be a prolonged disruption to the natural-gas flows that Europe depends on, writes @LionelRALaurent

Russia's Bureau 1440 space company launches 16 broadband Internet satellites, part of a plan to rival SpaceX's Starlink network

UBS Global Wealth Management downgrades Indian and euro zone equities, warning their sensitivity to elevated oil prices makes them more vulnerable

Raajmarg Infra Investment Trust's units rose as much as 8% in their trading debut after an initial public offering that raised $649 million, India's largest so far this year

EU, Australia seal trade deal as Western countries hedge against U.S. risks

$16m in whale withdrawals from binance on march 23 and ENA is the largest position at $4.07m. USDe at $3b supply is the bet that DeFi needs yield-bearing collateral USDC won't provide. perp margin, lending, options protocols all need productive collateral not dead dollars. $180m

backpack $BP launches with zero insider token allocation. sounds revolutionary until you realize founders hold equity directly, not through tokens. the conversion terms haven't dropped yet. if they announce a $5b valuation, your tokens buy 0.0001% equity while insiders keep 80%.

Wall Street backs Bitcoin miner pivot into AI and data centers.

Dominoes Guess who's next? [QT @FirstSquawk: FINLAND (FEB) PPI YOY ACTUAL: 3.8% VS 1.9% PREVIOUS]

Japan's core inflation slows below BOJ target, complicates rate communication

Deepening shortages of Middle Eastern crude oil are threatening to disrupt everyday life in South Korea, from trash bags to instant noodles

Alibaba unveils next-gen chip for agentic AI

🤯 [QT @Modular: Generate images in less than 1 second. 99% cheaper than NanoBanna. 🚀 😱 Our latest 26.2 release ships FLUX.2 image generation with a 4.1x speedup over torch.compile on NVIDIA Blackwell - translating to a 5.5x TCO advantage with AMD MI355X. Read more ⬇️]

White House to pay TotalEnergies $1 billion to kill off East Coast wind farm projects

SK Hynix is seeking to raise $10 billion from a potential listing in the US, the Korea Economic Daily reported

【吉利德科学以22亿美元收购生物科技公司Ouro药业】随着股价接近历史高位，吉利德科学开启大规模并购交易活动。

EU, Australia seal trade deal as Western countries hedge against U.S. risks

$16m in whale withdrawals from binance on march 23 and ENA is the largest position at $4.07m. USDe at $3b supply is the bet that DeFi needs yield-bearing collateral USDC won't provide. perp margin, lending, options protocols all need productive collateral not dead dollars. $180m

Dominoes. Guess who's next? [QT @FirstSquawk: FINLAND (FEB) PPI YOY ACTUAL: 3.8% VS 1.9% PREVIOUS]

India's private sector growth hits 3-year low as Middle East war saps demand

🤯 [QT @Modular: Generate images in less than 1 second. 99% cheaper than NanoBanna. Our latest 26.2 release ships FLUX.2 image generation with a 4.1x speedup over torch.compile on NVIDIA Blackwell - translating to a 5.5x TCO advantage with AMD MI355X.]

Russia's Bureau 1440 space company launches 16 broadband Internet satellites, part of a plan to rival SpaceX's Starlink network

Amazon faces further AWS disruption in the Middle East from Iran conflict

White House to pay TotalEnergies $1 billion to kill off East Coast wind farm projects

Xiaomi posted its slowest quarterly growth since 2023, after strong sales of its EVs failed to make up for slumping smartphone demand

The Philippines says grounding planes due to a shortage of jet fuel brought on by the war in Iran is a 'distinct possibility,' President Ferdinand Marcos Jr. tells Bloomberg's @haslindatv

$16m in whale withdrawals from binance on march 23 and ENA is the largest position at $4.07m. USDe at $3b supply is the bet that DeFi needs yield-bearing collateral USDC won't provide. perp margin, lending, options protocols all need productive collateral not dead dollars. $180m

Private-sector activity in the euro area rose at the slowest pace since last May as the Iran war stokes inflation while endangering a nascent economic recovery

Exclusive: Korea's pension fund sells dollars as won hangs near 17-year lows, sources say

Russia's Bureau 1440 space company launches 16 broadband Internet satellites, part of a plan to rival SpaceX's Starlink network

Many such cases [QT @creshka: Built an auction house MCP in one day using Codex + @garrytan's skills for brainstorming & spec. 8 years ago: 3-4 days of manual parsing, Excel cleaning, Power BI dashboards. Today: 1 day, working analytics dashboard.]

Apollo to Acquire Nippon Sheet Glass in $3.7 Billion Deal

Xiaomi Quarterly Profit Falls Amid Rising Memory Costs

Amazon faces further AWS disruption in Middle East from Iran conflict

JUST IN: South Korea PM cancels China trip, citing "urgent need" to stay home & manage Iran crisis fallout.

World Economic Forum cancels meeting in Saudi due to regional war

Turkey's central bank is preparing an expanded toolkit to defend the lira from Iran war-related volatility that includes potentially tapping its vast gold reserves

Terafab would be a massive operation to build cutting-edge semiconductors for artificial intelligence, robotics and space forays

Gap becomes the first major fashion company to offer checkout within Google's Gemini

Jefferies Stock Jumps. Japan's SMFG Is Planning a Possible Takeover, Report Says.

Xiaomi posted its slowest quarterly growth since 2023, after strong sales of its EVs failed to make up for slumping smartphone demand

Today is a good day for a massive Tether news

Circle Internet agreed its first African partnership with a unit of Nvidia-backed Cassava Technologies to offer customers the ability to conduct transactions in the US company's stablecoin

The FCC said yesterday that they will no longer certify WiFi routers 'produced in a foreign country.' It doesn't ban import of routers they certified earlier but over time as new models come out (say to support the WiFi 7 standard) this will become a problem.

In March 2023, Claude had an estimated IQ of 64. Today, Claude Opus 4.6 scores 133 on the Mensa Norway test. GPT-5.2 Thinking hits 141. Gemini 3 Pro, 142. That's a jump from cognitively impaired to gifted in three years. No human population has ever improved that fast

The NYSE said today it is teaming up with Securitize to develop its tokenized securities trading platform. Securitize will become NYSE's first digital transfer agent, which allows it to create shares for stocks and ETFs as digital tokens on a blockchain - WSJ

BREAKING: Australia & European Union sign trade deal eight years in ‌the making, removes over 99% of tariffs on EU goods.

A case underway in Brooklyn federal court may finally force the US government to provide some answers about its seizure of a mysterious $15 billion crypto hoard

Circle Internet agreed its first African partnership with a unit of Nvidia-backed Cassava Technologies to offer customers the ability to conduct transactions in the US company's stablecoin

Turkey's central bank is preparing an expanded toolkit to defend the lira from Iran war-related volatility that includes potentially tapping its vast gold reserves

Nvidia's Huang Says Human-Level AI Has Arrived. Don't Get Too Excited.

Alibaba reveals new AI chip designed for 'agents'

United Airlines $UAL just said it expects to take delivery of more than 250 new airplanes by April 2028 the most by any airline in a two-year period

By this point we would normally be in the 'Middle East sovereign XYZ takes stake in investment bank ABC' of the credit cycle, but we know that pool is selling to buy weapons, make payroll, and pay Iranian tribute. So think of how bad the credit problems must be for Jefferies to

Bank of Montreal plans to offer tokenized cash services and deposits via CME Group, allowing institutional clients to move money around more easily

CFTC LAUNCHES INNOVATION TASK FORCE TO REGULATE CRYPTO, AI, AND PREDICTION MARKETS

Alibaba reveals new AI chip designed for 'agents'

DeepSeek posted a cluster of job openings for specialists in agentic artificial intelligence and other positions, as enthusiasm for the technology that can carry out tasks without human intervention grips China.

The FCC said yesterday that they will no longer certify WiFi routers "produced in a foreign country." It doesn't ban import of routers they certified earlier but over time as new models come out (say to support the WiFi 7 standard) this will become a problem.

SK Hynix plans to buy ~$8 billion of extreme ultraviolet equipment from $ASML, in order to ramp up its advanced semiconductor production capability - WSJ

JUST IN: Vanguard just announced it is doing stock splits for a bunch of its largest ETFs - Vanguard Growth ETF $VUG will be split 6:1 - Vanguard Mega Cap Growth ETF $MGK will be split 5:1 - Vanguard S&P 500 Growth ETF $VOOG will be split 6:1 - Vanguard Mid-Cap ETF $VO will be

By this point we would normally be in the 'Middle East sovereign XYZ takes stake in investment bank ABC' of the credit cycle, but we know that pool is selling to buy weapons, make payroll, and pay Iranian tribute. So think of how bad the credit problems must be for Jefferies to [QT FT: Japan's second-largest lender, Sumitomo Mitsui Financial Group, is working on plans for a possible takeover of Jefferies]

United Airlines $UAL just said it expects to take delivery of more than 250 new airplanes by April 2028 the most by any airline in a two-year period. New airplanes joining United's fleet between now and April of 2028 include: - 47 Boeing 787-9 Dreamliners with the Elevated

BoE's Pill: Upside risks to price stability mounting as a result of events in the Gulf

Alibaba reveals new AI chip designed for 'agents'

the bigger story may be what comes next. Ghodi said it out loud: 'With the sort of SaaS disruption that we're seeing, Databricks will definitely partake in that disruption' He has the data, the AI... and now he's building the apps. Its the AWS playbook for the AI age.

Jeff Bezos is in early talks to raise a $100 billion fund that would acquire manufacturing companies and use artificial intelligence to automate their operations.

JUST IN: Vanguard just announced it is doing stock splits for a bunch of its largest ETFs - Vanguard Growth ETF $VUG will be split 6:1 - Vanguard Mega Cap Growth ETF $MGK will be split 5:1 - Vanguard S&P 500 Growth ETF $VOOG will be split 6:1 - Vanguard Mid-Cap ETF $VO will be

BREAKING: NYSE partners with Securitize to develop a tokenized securities platform.

CFTC LAUNCHES INNOVATION TASK FORCE TO REGULATE CRYPTO, AI, AND PREDICTION MARKETS

Gold has a reputation as a hedge against geopolitical turmoil. And yet you'd be hard-pressed to find a major asset that has performed as poorly as the precious metal since the start of the Iran war. What's going on?

the bigger story may be what comes next. Ghodi said it out loud: 'With the sort of SaaS disruption that we're seeing, Databricks will definitely partake in that disruption' He has the data, the AI... and now he's building the apps. Its the AWS playbook for the AI age.

Microsoft has agreed to rent a data center project in Texas that was originally being developed for Oracle and OpenAI, sources say

IPL Team Royal Challengers Bengaluru Set for $1.8 Billion Takeover Deal

JUST IN: Hedge fund Millenium reportedly considering relocating away from Dubai after requests from employees.

ELIMINATED: Muhammad Ali Kourani, a Quds Force terrorist who was advancing terror attacks directed by Iranian intelligence officials from within Lebanon. As long as Iranian intelligence elements continue to operate and advance terror attacks from within Lebanese territory, the…

The Kremlin is cashing in on the war in the Middle East, boosting crude flows amid soaring prices to earn the most from its oil exports since just after it invaded Ukraine in 2022

$CRCL Clarity Act Text Blocks Yield for Holding Stablecoins - The revised Senate draft bans yield payments for simply holding stablecoin balances. - Lawmakers allow rewards only for specific user activities, not for token holdings. - Banking groups pushed for limits to prevent…

Circle heads for its worst day on record as stablecoin rival Tether announces audit milestone

Crypto Fear & Greed Index: 11/100 - Extreme Fear

SNB's Chairman Schlegel: SNB's readiness to intervene in the FX market is elevated.

Microsoft has agreed to rent a data center project in Texas that was originally being developed for Oracle and OpenAI, sources say

Pentagon ban of Anthropic faces judge; Claude AI maker seeks injunction

Epic Games Inc. is cutting more than 1,000 jobs across the company, amid a downturn in engagement with its Fortnite video game.

IPL Team Royal Challengers Bengaluru Set for $1.8 Billion Takeover Deal

Figma's post-IPO crash leaves them down 81%

Bank of Montreal plans to offer tokenized cash services and deposits via CME Group, allowing institutional clients to move money around more easily, per Bloomberg

NEW: COINBASE $COIN HEAD OF INSTITUTIONAL BRETT TEJPAUL SAYS SECOND WAVE OF INSTITUTIONAL MONEY IN CRYPTO IS HERE, FOCUSING ON YIELD

$CRCL Clarity Act Text Blocks Yield for Holding Stablecoins - The revised Senate draft bans yield payments for simply holding stablecoin balances. - Lawmakers allow rewards only for specific user activities, not for token holdings. - Banking groups pushed for limits to prevent

Circle heads for its worst day on record as stablecoin rival Tether announces audit milestone

United CEO Scott Kirby expects oil prices to stay high for longer ($100 or more through 2027) and plane ticket prices to potentially rise 20% to compensate for higher fuel costs. He expects demand to eventually go down as a result.

SHOPIFY $SHOP JUST POSTED THIS: - STARTING THIS WEEK, MILLIONS OF MERCHANTS CAN SELL TO CHATGPT USERS VIA AGENTIC STOREFRONTS - SHOP PAY WILL ALSO BE COMING TO COPILOT SO BUYERS CAN COMPLETE PURCHASES INSTANTLY.

Pentagon ban of Anthropic faces judge; Claude AI maker seeks injunction

Great news! If this foundation does even a B/B+ job and can avoid being co-opted by the various governments across America and the world that by default will try to plunder its wealth, it will probably do more good than all government action on AI put together.

Some of the Optics names extensions from their 200-DMA: $AXTI ~439% $LITE ~183% $CIEN ~132% $AAOI ~200% For context, here's what a few recent blow-off tops looked like at their peak: $MSTR ~199% 11/20/24 $SMCI ~237% 2/15/24 $SLV ~144% 1/28/26 Are Optics entering a

Circle heads for its worst day on record as stablecoin rival Tether announces audit milestone

Epic Games to cut more than 1,000 jobs as Fortnite usage falls

Bank of Montreal plans to offer tokenized cash services and deposits via CME Group, allowing institutional clients to move money around more easily, per Bloomberg

HYPERLIQUID $HYPE HIP-3 OPEN INTEREST RISES ~25% IN ONE WEEK TO ~$1.74B

BINANCE ANNOUNCES AI PRO BETA. CONNECTS LLMs LIKE CHATGPT AND CLAUDE FOR MARKET ANALYSIS AND TRADE EXECUTION

BREAKING: Manufacturing and construction employment now represents just ~15% of all US jobs, the lowest contribution in at least 175 years. This percentage has declined -25 points since 1950. Over the same period, agriculture has fallen -18 points, to just 2%, the lowest in history.

SNB's Chairman Schlegel: SNB's readiness to intervene in the FX market is elevated.

Financial crises typically have two main features: runs, and contagion. Once confidence has been lost in the liquidity of a private credit fund, the vicious cycle of redemptions -> selling of illiquid loans -> markdowns -> redemptions -> selling begins.

Great news! If this foundation does even a B/B+ job and can avoid being co-opted by the various governments across America and the world that by default will try to plunder its wealth, it will probably do more good than all government action on AI put together.

BINANCE ANNOUNCES AI PRO BETA. CONNECTS LLMs LIKE CHATGPT AND CLAUDE FOR MARKET ANALYSIS AND TRADE EXECUTION

Microsoft CEO: The biggest obstacle to expanding artificial intelligence is persuading people to change the way they work.

Some of the Optics names extensions from their 200-DMA: $AXTI ~439% $LITE ~183% $CIEN ~132% $AAOI ~200% For context, here's what a few recent blow-off tops looked like at their peak: $MSTR ~199% 11/20/24 $SMCI ~237% 2/15/24 $SLV ~144% 1/28/26 Are Optics entering a

Xiaomi reported its first quarterly profit drop in three years, with Q4 net profit falling to $914.5 million despite beating revenue forecasts

ASML employees join walkout, unions urge management to reconsider job cuts

Volkswagen recalls nearly 100,000 EVs over battery issues

Circle heads for its worst day on record as stablecoin rival Tether announces audit milestone

HYPERLIQUID $HYPE HIP-3 OPEN INTEREST RISES ~25% IN ONE WEEK TO ~$1.74B

the pudgy penguins card is finally here

$tao definitely one of the better looking altcoin charts, clear 5 up on daily, extremely strong. would be interested in buying a 3 wave pullback in the future if/when it comes, whether that's from here or higher idk... will be watching

UK short-term and long-term inflation expectations increase to 5.4% and 4.5%, respectively, in March - Citi YouGov

Ares has limited withdrawals from one of its private credit funds at 5%, per Bloomberg.

Jensen Huang said Nvidia $NVDA is going to get up to $3 Trillion in revenue [QT @LuxAlgo: Nvidia CEO Jensen Huang says he is certain $3 Trillion annual $NVDA revenue is possible as compute takes up 100 times more than the past share of GDP. "It's hard for people to imagine how large we can be because there's nobody I can take [market] share from."]

Amazon buys Fauna Robotics, entering the consumer humanoid field. $AMZN

Robinhood $HOOD just announced a new $1.5 Billion share buyback program

Epic Games to cut more than 1,000 jobs as 'Fortnite' usage falls

This is now the third time large trades have occurred minutes before a Trump war announcement Yesterday, unusually large oil futures contracts were traded in the morning Normal volume at that time: ~700,000 barrels Yesterday's volume: ~6,000,000 barrels That's almost 10x the

HYPERLIQUID $HYPE HIP-3 OPEN INTEREST RISES ~25% IN ONE WEEK TO ~$1.74B

the pudgy penguins card is finally here [QT @pudgypenguins: The Pengu Card, on @Visa, is now live. In collaboration with @KASTxyz the Pengu Card is now available globally, across 170+ countries and 150M+ different merchants. Get yours below.]

BINANCE ANNOUNCES AI PRO BETA. CONNECTS LLMs LIKE CHATGPT AND CLAUDE FOR MARKET ANALYSIS AND TRADE EXECUTION

2-year Treasury auctions are usually 'nonevents' — but not today

South Korea's consumer confidence fell in March to the lowest in 10 months as the war in Iran darkened the outlook for growth and prices, tempering optimism from the elevated levels seen earlier this year

Hedge funds are dumping cyclical stocks at an aggressive pace: The long/short ratio of hedge funds in US non-consumer cyclical stocks, which include Energy, Materials, Industrials, Financials, and Real Estate, is down to 1.68, the lowest since May 2025. Hedge funds have sold...

Apple aims to modernize Siri with a new look and chat-like abilities, set to unveil new Siri at developers conference on June 8th. $AAPL

YC Demo Day for W26 is in full swing. The craziest stat: 3X more companies in this batch reached $1M annualized revenue than W25. Also crazy: the fastest revenue growth rate of YC history at 14% week on week growth *on average* across the whole set of nearly 200 startups

Robinhood $HOOD just announced a new $1.5 Billion share buyback program

Circle Internet Group, the issuer of the USDC stablecoin, fell the most on record on Tuesday, with investors reacting to potential changes to stablecoin regulation that could make the firm's cryptocurrency less attractive to large holders.

Dow, S&P, Nasdaq end lower, oil prices and bond yields climb on Iran war worries

BLACKROCK HEAD OF DIGITAL ASSETS ROBBIE MITCHNICK SAYS AI, NOT ALTCOINS, WILL DRIVE CRYPTO'S NEXT BULL PHASE AS INSTITUTIONAL INVESTORS CONCENTRATE ON $BTC AND $ETH

i know crypto market is still harrowing but BTC overall has held up well against equities for nearly 2 months now

bittensor emitting $391m monthly in TAO while total subnet revenue runs ~$62m annualized. that's 75:1 dilution to revenue ratio. targon trading 3.3x ARR when comparable SaaS trades 10-15x. subnet tokens may be the asymmetric bet if you believe decentralized AI scales. TAO absorbs

the pudgy penguins card is finally here [QT @pudgypenguins: The Pengu Card, on @Visa, is now live. In collaboration with @KASTxyz the Pengu Card is now available globally, across 170+ countries and 150M+ different merchants. Get yours below.]

2-year Treasury auctions are usually 'nonevents' — but not today

South Korea's consumer confidence fell in March to the lowest in 10 months as the war in Iran darkened the outlook for growth and prices, tempering optimism from the elevated levels seen earlier this year

Amazon $AMZN has acquired Fauna Robotics, a startup that builds 'approachable' humanoid robots for consumers and businesses - CNBC

Microsoft $MSFT and Nvidia $NVDA are joining forces on a new initiative aimed at breaking nuclear power bottlenecks to build plants swiftly - Axios

YC Demo Day for W26 is in full swing. The craziest stat: 3X more companies in this batch reached $1M annualized revenue than W25. Also crazy: the fastest revenue growth rate of YC history at 14% week on week growth *on average* across the whole set of nearly 200 startups

Victory Capital has pulled out of Janus acquisition after not getting support from Janus' 'special committee'

All these stocks hit new 52 WEEK LOWS at some point today: Mercadolibre $MELI Adobe $ADBE Snapchat $SNAP Abbott $ABT Broadridge $BR Chewy $CHWY Costar $CSGP Cintas $CTAS Dropbox $DBX Diageo $DEO Domino's Pizza $DPZ Fair Isaac $FICO Gen Digital $GEN Kraft Heinz $KHC Mobileye $MBLY

Guys war's over - Iran's conditions are out. Lots of middle ground here [QT: Iran's ceasefire conditions: — Netanyahu's extradition to the ICC — Withdrawal to the October 7th borders — Cancellation of Trump's Gaza plan — Lifting all sanctions — Recognition of Iran's nuclear rights]

the pudgy penguins card is finally here [QT @pudgypenguins: The Pengu Card, on @Visa, is now live. In collaboration with @KASTxyz the Pengu Card is now available globally, across 170+ countries and 150M+ different merchants.]

BLACKROCK HEAD OF DIGITAL ASSETS ROBBIE MITCHNICK SAYS AI, NOT ALTCOINS, WILL DRIVE CRYPTO'S NEXT BULL PHASE AS INSTITUTIONAL INVESTORS CONCENTRATE ON $BTC AND $ETH

bittensor emitting $391m monthly in TAO while total subnet revenue runs ~$62m annualized. that's 75:1 dilution to revenue ratio. targon trading 3.3x ARR when comparable SaaS trades 10-15x. subnet tokens may be the asymmetric bet if you believe decentralized AI scales. TAO absorbs

'Going public in US, yes it's a strong consideration,' says Ledger CEO when talking to 'Bloomberg Crypto' earlier today. Digital asset firm Ledger completed a $50 million secondary share sale