BREAKING: The UK just sold 10Y Government Bonds at the highest yield since the 2008 Financial Crisis, at 4.9158%. The 2036 gilt syndication raised a record £15 billion and attracted £148 billion of investor orders. Keep watching the bond market.
I cannot emphasize this enough. If these loss estimates are even close to accurate, this is the largest oil shock on record. Roughly 13 million barrels per day have already been knocked offline, and April tightness could worsen as the last prewar cargoes clear the system.
March Producer Price Indexes Showed An Energy Shock Hitting a Weak Economy. March producer prices rose 0.5% and the 12 month rate reached 4.0%, which at first glance looks like inflation is broadly heating back up. But the deeper read is much less impressive. Final demand goods
The AI boom is fueling a historic surge in startup investment: Global startup investment surged +153% in Q1 2026, to a record $300 billion. This is already ~70% of all venture capital spending seen in the entire year of 2025. This was driven by late-stage deals that spiked
"I introduced Dario to 22 friends up and down Sand Hill Road and we got 21 no's.... it was such a brutal time getting this company going." @AnjneyMidha This company today is trading at $860BN on secondary markets... ouch.
But... how are they going to make the secret Norway data center from Pantheon a real thing now?? [scoop: OpenAI is backing out of another Stargate data center. Microsoft is going to take the capacity from Nscale in Norway. $msft]
Apple CEO Tim Cook who is a member of Nike's $NKE board of directors also just bought stock Tim Cook spent $1.06M to buy 25,000 shares of $NKE stock at an average price of $42.43 per share
Kim Jung Un of North Korea has said: I am always ready to sit down with the US President at any time to make efforts for a mediation with Iran to produce an outcome that the international community would welcome.
As I just said on ITV's News at Ten, ministerial and industry sources say the UK is two or three weeks away from shortages of diesel and jet fuel, though petrol suppliers are healthier. This means Starmer's new Middle East Response Committee will soon face difficult decisions on
The US job market has been stagnant for years beneath the surface: Since January 2024, the healthcare and social assistance sector has added +1.7 million jobs. Over the same period, all other industries combined have lost -56,000 jobs.
The US housing market is weakening heading into the spring selling season: Existing home sales fell -3.6% MoM in March, to a seasonally adjusted annual rate of 3.98 million, the lowest since June 2025. This marks the 2nd-largest decline since November 2022.
I cannot emphasize this enough. If these loss estimates are even close to accurate, this is the largest oil shock on record. Roughly 13 million barrels per day have already been knocked offline, and April tightness could worsen as the last prewar cargoes clear the system.
The World Bank could mobilize $80 billion to $100 billion in funding over the next 15 months for countries hit hard by the war in the Middle East, eclipsing the $70 billion it provided during the COVID pandemic, the bank's president, Ajay Banga, said
Anthropic has reportedly had multiple offers from VCs valuing the company at as much as $800 Billion in recent weeks. That's more than double the $380B valuation from its February funding round, just two months ago, as per Business Insider. Anthropic's run-rate revenue has soared to $30B, up from $9B at the end
X Cashtags are here. Powered by Solana. [QT @nikitabier: 𝕏 has always been the best source of financial news for traders and investors. Billions of dollars are allocated every day based on what people read on Timeline. Today we're launching our new Cashtags feature in the US and Canada on iPhone, bringing real-time financial data]
The AI boom is fueling a historic surge in startup investment: Global startup investment surged +153% in Q1 2026, to a record $300 billion. This is already ~70% of all venture capital spending seen in the entire year of 2025. This was driven by late-stage deals that spiked
Look at this. A mysterious $BE 200c weekly trade that hit 20 bagger status overnight with the contracts opened at ~1.10 and trading as high as 21.50 today. Huge afterhours run that came after the following news: Bloom Energy x Oracle partnership news last night. Someone
As I just said on ITV's News at Ten, ministerial and industry sources say the UK is two or three weeks away from shortages of diesel and jet fuel, though petrol suppliers are healthier. This means Starmer's new Middle East Response Committee will soon face difficult decisions on
X Cashtags are here. Powered by Solana. [QT @nikitabier: 𝕏 has always been the best source of financial news for traders and investors. Billions of dollars are allocated every day based on what people read on Timeline. Today we're launching our new Cashtags feature in the US and Canada on iPhone, bringing real-time financial data]
The US housing market is weakening heading into the spring selling season: Existing home sales fell -3.6% MoM in March, to a seasonally adjusted annual rate of 3.98 million, the lowest since June 2025. This marks the 2nd-largest decline since November 2022.
The US job market has been stagnant for years beneath the surface: Since January 2024, the healthcare and social assistance sector has added +1.7 million jobs. Over the same period, all other industries combined have lost -56,000 jobs.
US prosecutors made a surprise visit to the Federal Reserve's offices in Washington Tuesday amid the Justice Department's investigation into Chair Jerome Powell and a renovation project at the central bank, according to a source.
South Korea import prices biggest surge in nearly 3 decades; Japan manufacturers' confidence biggest dip in 3 years; Iran war-driven oil spike + KRW depreciation
South Korea's import prices posted their biggest surge in nearly three decades, underscoring the scale of cost pressures rippling through the economy as the Iran war spurs a spike in oil and weighs on the Korean won.
Donald Trump's tariffs may be restored by July to the levels in place before the Supreme Court struck down many of his levies, Treasury Secretary Scott Bessent said.
Anthropic Mythos model; endorsed by Treasury Secretary Scott Bessent (AI lead over China); JPMorgan CEO Jamie Dimon testing; Canadian cabinet minister praise
Mythos获美国政府高层与金融机构双重背书，凸显其国家安全与企业级应用价值；戴蒙警告AI短期内可能扩大网络安全漏洞，但长远将成为防御工具；《华尔街日报》评论认为Mythos让AI实现了自我偿付（AI pays for itself）。
JPMorgan Chase CEO Jamie Dimon said Tuesday that while artificial intelligence tools could eventually help companies defend themselves from cyberattacks, they are first making them more vulnerable. Dimon said that JPMorgan was testing Anthropic's latest model — the Mythos.
Anthropic has reportedly had multiple offers from VCs valuing the company at as much as $800 Billion in recent weeks. That's more than double the $380B valuation from its February funding round, just two months ago. Anthropic's run-rate revenue has soared to $30B, up from $9B at the end.
X Cashtags launch US & Canada iPhone, real-time stocks & crypto data; Solana infrastructure via Dialect + Helius; token pricing by Jupiter Exchange
X Cashtags将Solana生态直接嵌入全球最大金融讨论平台，是Solana获得重要主流采用的里程碑；Dialect和Helius因此获得平台层面战略地位，Jupiter则成为加密定价数据的核心供应商。市场人士认为此举将强化X作为交易者核心信息基础设施的定位。
X Cashtags are here. Powered by Solana. [QT @nikitabier: 𝕏 has always been the best source of financial news for traders and investors. Billions of dollars are allocated every day based on what people read on Timeline. Today we're launching our new Cashtags feature in the US and Canada on iPhone, bringing real-time financial data.]
Robinhood $HOOD stock was up almost 15% today including after hours following the 🇺🇸 SEC announced it was getting rid of the pattern day trading rules.
Look at this. A mysterious $BE 200c weekly trade that hit 20 bagger status overnight with the contracts opened at ~1.10 and trading as high as 21.50 today. Huge afterhours run that came after the following news: Bloom Energy x Oracle partnership news last night. Someone.
US Navy guided-missile destroyers blockade all Iranian ports 'impartially against vessels of all nations'; two oil tankers from Chabahar port intercepted and turned back
U.S. Navy guided-missile destroyers are among the assets executing a blockade mission impacting Iranian ports. The blockade is being enforced impartially against vessels of all nations entering or leaving coastal areas or ports in Iran.
The US housing market is weakening heading into the spring selling season: Existing home sales fell -3.6% MoM in March, to a seasonally adjusted annual rate of 3.98 million, the lowest since June 2025. This marks the 2nd-largest decline since November 2022.
The US job market has been stagnant for years beneath the surface: Since January 2024, the healthcare and social assistance sector has added +1.7 million jobs. Over the same period, all other industries combined have lost -56,000 jobs.
South Korea's import prices posted their biggest surge in nearly three decades, underscoring the scale of cost pressures rippling through the economy as the Iran war spurs a spike in oil and weighs on the Korean won.
VCs ARE FLOODING ANTHROPIC WITH OFFERS TO INVEST AT UP TO AN $800 BILLION VALUATION. That's more than double the $380B valuation from its February funding round, just two months ago. Anthropic's run-rate revenue has soared to $30B, up from $9B at the end of last year.
JPMorgan Chase CEO Jamie Dimon said Tuesday that while artificial intelligence tools could eventually help companies defend themselves from cyberattacks, they are first making them more vulnerable. Dimon said that JPMorgan was testing Anthropic's latest model — the Mythos
Robinhood $HOOD stock was up almost 15% today including after hours following the 🇺🇸 SEC announced it was getting rid of the pattern day trading rules. The 🇺🇸 SEC just eliminated the Pattern Day Trader (PDT) rule and replaced it with a new intraday margin system
A mysterious $BE 200c weekly trade that hit 20 bagger status overnight with the contracts opened at ~1.10 and trading as high as 21.50 today. Huge afterhours run that came after the following news: Bloom Energy x Oracle partnership news last night. Someone
US Navy guided-missile destroyers blockade all Iranian ports; enforced impartially against vessels of all nations; Bessent accuses China of hoarding oil
U.S. Navy guided-missile destroyers are among the assets executing a blockade mission impacting Iranian ports. The blockade is being enforced impartially against vessels of all nations entering or leaving coastal areas or ports in Iran.
More than 20 commercial ships have passed through the Strait of Hormuz in the past 24 hours, according to two U.S. officials… Ships that aren't visiting Iran's ports aren't subject to the blockade and are being allowed to transit freely, per WSJ
The US housing market is weakening heading into the spring selling season: Existing home sales fell -3.6% MoM in March, to a seasonally adjusted annual rate of 3.98 million, the lowest since June 2025. This marks the 2nd-largest decline since November 2022.
South Korea's import prices posted their biggest surge in nearly three decades, underscoring the scale of cost pressures rippling through the economy as the Iran war spurs a spike in oil and weighs on the Korean won.
JPMorgan Chase CEO Jamie Dimon said Tuesday that while artificial intelligence tools could eventually help companies defend themselves from cyberattacks, they are first making them more vulnerable. Dimon said that JPMorgan was testing Anthropic's latest model — the Mythos
Anthropic has received several offers from investors for a new round of funding that could value the AI startup at about $800 billion or higher — overtures that the Claude maker has so far resisted
Compute constraints are a double bind: On the inference side you need to either (a) raise prices, (b) ration use, and/or (c) serve worse models. This hurts current growth. On the training side, you can't train the next gen of models to stay competitive. This hurts future growth.
It's highly likely that the Dow Transports have topped. Its recent 3 week 20% move is unprecedented. The channels ceiling has been respected for over two decades.
US Navy guided-missile destroyers executing blockade of Iranian ports; 20+ commercial ships transited Strait of Hormuz in 24hrs; non-Iran-bound vessels allowed free passage; 2 tankers from Chabahar port intercepted and turned back
U.S. Navy guided-missile destroyers are among the assets executing a blockade mission impacting Iranian ports. The blockade is being enforced impartially against vessels of all nations entering or leaving coastal areas or ports in Iran.
Mediators are racing to bring the U.S. and Iran back to the negotiating table amid a standoff over the Strait of Hormuz and a precarious ceasefire. Historic talks, however, did happen on Tuesday. The U.S. hosted the first face-to-face meeting between Israel and Lebanon in decades
President Donald Trump's tariffs may be restored by July to the levels in place before the Supreme Court struck down many of his levies, Treasury Secretary Scott Bessent said
South Korea's import prices posted their biggest surge in nearly three decades, underscoring the scale of cost pressures rippling through the economy as the Iran war spurs a spike in oil and weighs on the Korean won
US GDP could still exceed 3%–3.5% in 2026; Trump tariffs may be restored by July after Supreme Court struck them down; Bessent labels China 'unreliable global partner' for hoarding oil
Treasury Secretary Scott Bessent said the underlying US economy remained strong and that growth could still exceed 3% or 3.5% this year despite the impact of the US-Israeli war on Iran.
20+ commercial ships transited Strait of Hormuz in 24 hours per 2 US officials; non-Iran-port ships transiting freely; Iraq-bound supertanker first to head west through conduit since US blockade began
More than 20 commercial ships have passed through the Strait of Hormuz in the past 24 hours, according to two U.S. officials… Ships that aren't visiting Iran's ports aren't subject to the blockade and are being allowed to transit freely, per WSJ
Wholesale inflation highest in 3 years; Yellen: rate cut still possible this year; Iran oil shock clouds outlook; Korea BOK incoming chief signals hawkish shift on surging import costs
Former Treasury Secretary and ex-Fed Chair Janet Yellen says she still sees prospects for a US rate cut later this year, though the unfolding oil shock caused by the war in Iran clouds the outlook
More banks are being invited to join SoftBank's $40 billion loan backing its investment in OpenAI, in one of the biggest tests yet of creditor sentiment toward the Japanese conglomerate's debt-fueled push further into AI
Hormuz blockade 'fully implemented'; diplomatic off-ramp signaled; stocks +10%+ since last week's ceasefire; first Iraq-bound supertanker crossing since blockade
China: US 'malicious intentions' on Taiwan; Bessent: China hoarded oil, limited exports during Middle East war — mirrors COVID-19 behavior; Iran reportedly used Chinese spy satellite to target US bases
US Treasury Secretary Scott Bessent said China had been an unreliable global partner during the Middle East war by hoarding oil supplies and limiting exports of some goods, mirroring its actions with medical goods during the COVID-19 pandemic, per Reuters
400 million barrels of strategic petroleum reserves released (IEA coordinated); global oil demand fell significantly; short-term supply gap described as "extreme"
Former Treasury Secretary and ex-Fed Chair Janet Yellen says she still sees prospects for a US rate cut later this year, though the unfolding oil shock caused by the war in Iran clouds the outlook
Meta expanded its deal with chip designer Broadcom to develop several generations of custom processors through 2029, as it sought to build computing capacity needed to power AI features across its apps
With stocks rising more than 10% since last week's ceasefire, the Iran war seems over as far as markets are concerned, says @johnauthers (via @opinion)
"Tesla's new AI5 chip is about 3 times more power efficient than NVIDIA Blackwell at under 10% of the cost. I am super hardcore on chips right now. I have chips on the brain. I dream about chips. A single AI5 has ~5 times the useful compute of a dual SoC AI4." 一 Elon Musk
Meta expanded its deal with chip designer Broadcom to develop several generations of custom processors through 2029, as it sought to build computing capacity needed to power AI features across its apps
Standard Life agrees to buy the UK arm of Dutch insurer Aegon Ltd. for £2 billion as the savings firm looks to grab a bigger slice of Britain's pensions market
Air India racked up a wider-than-expected annual loss of more than $2.4 billion, prompting the company to seek financial aid from its shareholders, sources say.
Sanctioned Iranian supertanker breached US blockade, transited Strait of Hormuz westbound — first since blockade began; confirmed reached Iranian waters
An Iraq-bound supertanker that aborted a weekend attempt to cross the Strait of Hormuz into the Persian Gulf is now sailing through the waterway, that would make it the first to head west through conduit since the US blockade
Rice prices: biggest surge in 2+ years; Norway crude exports at record value; South Korea: 273M barrels secured outside Hormuz; India: ~4M barrels Iranian oil, first in 7 years; Japan refiners at 2/3 capacity
Rice prices surged the most in more than two years on concerns about the supply outlook after the cost of fuel and fertilizer jumped due to the Iran war
"Tesla's new AI5 chip is about 3 times more power efficient than NVIDIA Blackwell at under 10% of the cost. I am super hardcore on chips right now. I have chips on the brain. I dream about chips. A single AI5 has ~5 times the useful compute of a dual SoC AI4." — Elon Musk
Meta expanded its deal with chip designer Broadcom to develop several generations of custom processors through 2029, as it sought to build computing capacity needed to power AI features across its apps
Air India racked up a wider-than-expected annual loss of more than $2.4 billion, prompting the company to seek financial aid from its shareholders, sources say.
Trump signals Iran war wind-down; US sends 'thousands more troops' to Middle East (WaPo); US-Iran second-round talks prospect; Polymarket new market opened on attendees
特朗普在增兵的同时释放停战信号，市场普遍解读为外交谈判筹码博弈而非冲突升级意图。美伊谈判预期推动美元承压、美债收益率企稳，风险资产情绪改善，但政策不确定性仍是核心风险——Citadel CEO Ken Griffin将当前形势称为"世界经济极为险恶的时刻"。
🔴The US sends thousands more troops to mideast as Trump seeks to squeeze Iran - WaPo
Indian and US companies reached a technology agreement to jointly manufacture jet engines, a first for both, as Prime Minister Narendra Modi seeks foreign partners to modernize the air force and produce weapons in the South Asian nation
Hungary: Peter Magyar expects Orban to lift veto on €90B EU loan to Ukraine; calls for president's resignation; plans to renationalize shares transferred to academic foundation
South Korea secures 273M barrels outside Hormuz; Japan $10B oil support; rice prices surge most in 2+ years; Norway crude exports record by value; Japan refiners at two-thirds capacity; Iran oil storage ~16 days remaining capacity
Around 4 million barrels of Iranian oil have arrived in India, marking the first such imports in seven years as the South Asian nation races to secure volumes before a grace period granted by Washington expires at the weekend
Tesla AI5 taped out; ~3x more power efficient than NVIDIA Blackwell; <10% cost of Blackwell; ~5x useful compute vs dual-SoC AI4; AI6 & Dojo3 in development
Tesla's new AI5 chip is about 3 times more power efficient than NVIDIA Blackwell at under 10% of the cost. I am super hardcore on chips right now. I have chips on the brain. I dream about chips. A single AI5 has ~5 times the useful compute of a dual SoC AI4.
$ASML JUST RAISED ITS FULL YEAR SALES FORECAST - New guidance: €36 Billion to €40 Billion - Previous guidance: €34 Billion to €39 Billion ASML expects "that the supply will not meet the demand for the foreseeable future" - Bloomberg
Iran IRGC threatens Gulf/Sea of Oman blockade; Iran top military command threatens Red Sea trade disruption; US sends thousands more troops to Mideast; mediators closer to ceasefire extension (AP); Trump: 'Strait is opening'; Turkey working to extend ceasefire; multiple messages exchanged since Iranian delegation left Pakistan
Iran's top joined military command: Armed forces would act to prevent the continuation of trade flows in the Red Sea if the blockade against Iranian vessels continues
Indian and US companies reached a technology agreement to jointly manufacture jet engines, a first for both, as Prime Minister Narendra Modi seeks foreign partners to modernize the air force and produce weapons in the South Asian nation
Trump hints at reneging on US-UK tariff deal; Bessent says tariffs may be restored by July to pre-Supreme Court levels; UK PM Starmer says under 'a lot of US pressure' on Iran
Donald Trump's tariffs may be restored by July to the levels in place before the Supreme Court struck down many of his levies, Treasury Secretary Scott Bessent said
Rice prices surged the most in more than two years on concerns about the supply outlook after the cost of fuel and fertilizer jumped due to the Iran war
Around 4 million barrels of Iranian oil have arrived in India, marking the first such imports in seven years as the South Asian nation races to secure volumes before a grace period granted by Washington expires at the weekend
Snap: ~1,000 FTE layoffs = ~16% of global workforce; stock +7% premarket; CEO Evan Spiegel targets profitability; AI cited as reducing 'repetitive work'
$ASML JUST RAISED ITS FULL YEAR SALES FORECAST - New guidance: €36 Billion to €40 Billion - Previous guidance: €34 Billion to €39 Billion ASML expects "that the supply will not meet the demand for the foreseeable future"
Trump: 'Iran war very close to being over'; 'The Strait is opening'; 'They are going to make a deal'; mediators close to extending ceasefire; Turkey, UAE active in de-escalation
Iran's Revolutionary Guards: Will not allow imports and exports in the Gulf, the Sea of Oman, if the US blockade in the Hormuz Strait against Iran's vessels continues
Donald Trump's tariffs may be restored by July to the levels in place before the Supreme Court struck down many of his levies, Treasury Secretary Scott Bessent said
$ASML JUST RAISED ITS FULL YEAR SALES FORECAST - New guidance: €36 Billion to €40 Billion - Previous guidance: €34 Billion to €39 Billion. ASML expects "that the supply will not meet the demand for the foreseeable future" - Bloomberg
ASML, the world's largest supplier of chipmaking tool, reported strong first-quarter earnings and lifted its 2026 outlook as surging demand for AI chips has boosted new orders for its equipment
Trump: Iran conflict 'very close to being over'; Tehran 'wants to make a deal very badly'; talks could resume within days; mediators closer to extending ceasefire
Iran's Revolutionary Guards: Will not allow imports and exports in the Gulf, the Sea of Oman, if the US blockade in the Hormuz Strait against Iran's vessels continues
polymarket processes $2.48b in weekly volume. 72% of platform fees come from 5-minute and 15-minute markets. that's not a prediction market, that's an unregulated binary options desk. 50+ wallets just front-ran the US-Iran ceasefire with $15-30m in coordinated bets placed in a
Trump tells @FoxBusiness he will fire Powell if he does not resign from the Fed and says he is not planning to drop the probe into Powell's handling of renovations at the central bank's headquarters in Washington saying it is about 'incompetence'
Global govt debt 93.9% of GDP in 2025 (up from 92% in 2024); projected 102.3% by 2031; interest payments ~3% of GDP vs 2% four years ago; expected to reach 100% by 2029
Hammack: rates on hold 'for a good while'; Fed 'still persistently missing on inflation target'; 3m annualized core PPI dropped sharply to 4.9%; PPI goods biggest increase since Aug 2023
Tariffs may be restored by July to pre-Supreme Court levels per Bessent; Treasury quietly asks private credit firms for performance data; Bessent: 'no systemic risk in private credit'; oil price spike 'quite temporary' per Hassett
Donald Trump's tariffs may be restored by July to the levels in place before the Supreme Court struck down many of his levies, Treasury Secretary Scott Bessent said
量化交易公司简街额外增持CoreWeave 10亿美元股权，并计划在其AI云平台上消费约60亿美元，CoreWeave基础设施由NVIDIA Vera Rubin芯片驱动
Jane Street: $1B additional equity stake in CoreWeave; ~$6B planned spend on CoreWeave products; NVIDIA Vera Rubin powered; Jane Street training 'massive models on noisy data'
Not just using AI. @JaneStreetGroup is training massive models on noisy data, refining continuously, and deploying at scale. @CoreWeave, powered by NVIDIA Vera Rubin, is the engine behind that ambition.
Anthropic Claude mandatory KYC checks initiated for some users; Bessent: 'The new Anthropic model is very powerful'; Trump: 'Anthropic threat is not systemic, we will work it out'
MS Q1 2026: EPS $3.43 vs est $2.98; Net rev $20.5B vs est $19.71B; FICC $3.36B vs est $2.89B; IB rev $2.12B vs est $2.04B; provision for credit losses $98M vs est $80.2M
$MS Morgan Stanley Q1 2026 Earnings: EPS $3.43, est. $2.98 Net rev. $20.5B, est. $19.71B Institutional investment banking rev. $2.12B, est. $2.04B FICC sales & trading rev $3.36B, est. $2.89B Provision for credit losses $98M, est. $80.2M
ASML FY2026 guidance raised to €36-40B from €34-39B; South Korea ASML's largest market in Q1 2026; 'supply will not meet demand for the foreseeable future'
$ASML JUST RAISED ITS FULL YEAR SALES FORECAST - New guidance: €36 Billion to €40 Billion - Previous guidance: €34 Billion to €39 Billion ASML expects 'that the supply will not meet the demand for the foreseeable future'
BIRD stock +170-238% intraday; $50M convertible facility for GPU acquisition; company rebranding to 'NewBird AI'; selling all footwear brands and assets
Absolutely incredible… Allbirds, the shoe brand, is selling all footwear assets, renaming itself 'NewBird AI', and using $50M to buy high-performance GPUs. $BIRD is up +170% this morning.
Trump: Iran conflict 'very close to being over'; Tehran 'wants to make a deal very badly'; US not formally agreed to ceasefire extension; Iranian nuclear enrichment 'level and type is negotiable' per Baghaei; Pakistani delegation en route to Tehran
11 Finance Ministers joint statement; 'impacts on growth, inflation and markets will persist even with a durable resolution'; EU to allow member states more flexibility to subsidize fuel and fertilizer prices
IAEA: North Korea made 'very serious' advances in nuclear weapons production; probable addition of new uranium enrichment facility; stepped up activity at key complex
North Korea has made 'very serious' advances in its ability to produce nuclear weapons, with the probable addition of a new uranium enrichment facility and stepped up activity at a key complex, said IAEA chief Rafael Grossi
polymarket processes $2.48b in weekly volume. 72% of platform fees come from 5-minute and 15-minute markets. that's not a prediction market, that's an unregulated binary options desk. 50+ wallets just front-ran the US-Iran ceasefire with $15-30m in coordinated bets placed in a
RAVE FDV peak $15B; 90% supply insider-controlled; 20% circulating; 30.58M tokens deposited to Bitget over 3 days at 5600% annual borrow rate; 31.94M tokens withdrawn to trigger short squeeze
RAVE hit $15b FDV with 90% of supply controlled by insiders and only 20% circulating. the playbook was onchain the whole time. deposit 30.58m tokens to bitget over 3 days, bait shorts at 5600% annual borrow rate, withdraw 31.94m tokens back to wallets, trigger squeeze, dump into
April Empire Manufacturing Index jumped to 11.0 vs. 0.0 est. & -0.2 prior…new orders up to 19.3 vs. 6.4 prior; shipments up to 20.2 vs. -6.9 prior; prices paid up to 51.0 vs. 36.6 prior; employment up to 9.8 vs. 5.8 prior
Nasdaq: 10 consecutive green sessions (longest since Nov 2021); +13.7% gain (biggest recovery since 2022, 3rd largest since 2009); S&P 500 on track for first record since January
We are witnessing a historic rally: The Nasdaq Composite has finished green for 10 consecutive trading sessions, the longest streak since November 2021. The index has rallied +13.7% over this time span, the biggest recovery since 2022 and the third-largest since 2009.
Trading firm Jane Street has taken an additional $1 Billion stake in CoreWeave $CRWV Jane Street plans to spend ~$6 Billion on CoreWeave's products - Bloomberg
$IONQ +14%; new DARPA contract + Air Force Research Lab breakthrough announced; Rep. Greg Steube (R, House Intelligence Committee) disclosed $IONQ purchase on March 17
Well this probably should raise some flags Rep. Greg Steube (R) disclosed buying IonQ $IONQ on March 17th Today, IonQ announced a new DARPA contract and an Air Force Research Lab tech breakthrough The stock is up 14% today All while Steube sits on the House Intelligence
US-Iran weighing 2-week ceasefire extension; US officials: progress Tuesday, moving toward framework agreement; Trump: war 'very close to over'; Iran: 'no specific date set for talks'
CENTCOM: 0 vessels breached US blockade in first 48 hours; 9 vessels turned back; first crude carrier heads west through Strait of Hormuz since blockade
US CENTCOM: No vessels breached the US blockade of Iranian ports in the first 48 hours. 9 vessels complied with the US's orders to turn back toward Iranian ports or coastal areas.
IDF Chief Zamir: 'approved plans for continuation in Lebanon and Iran, planes are ready and armed'; Israel rejects US request for temporary Lebanon ceasefire; Israeli Security Cabinet convenes on Lebanon
IDF Chief of Staff Zamir: We have approved plans for the continuation in Lebanon and Iran. We are on high alert, the planes are ready and armed - N12 News
Pakistan Army Chief Munir arrives Tehran as mediator; second round of US-Iran talks likely in Islamabad next week per Al Jazeera; Pakistani delegation carries US message
Pakistan's Army Chief Munir arrived in Tehran. He will meet with senior Iranian officials for discussions on the recent Iran-US talks and review the current positions of both parties - Iran Nuances.
JUST IN: TRUMP-BACKED WORLD LIBERTY FINANCIAL $WLFI PROPOSES TOKEN RESTRUCTURE INCLUDING UP TO 4.5B BURN AND NEW VESTING TERMS FOR 62.28B LOCKED TOKENS
RAVE hit $15b FDV with 90% of supply controlled by insiders and only 20% circulating. the playbook was onchain the whole time. deposit 30.58m tokens to bitget over 3 days, bait shorts at 5600% annual borrow rate, withdraw 31.94m tokens back to wallets, trigger squeeze, dump into
polymarket processes $2.48b in weekly volume. 72% of platform fees come from 5-minute and 15-minute markets. that's not a prediction market, that's an unregulated binary options desk. 50+ wallets just front-ran the US-Iran ceasefire with $15-30m in coordinated bets placed in a
Housing remains stuck in the basement. The NAHB Housing Market Index (HMI) hit a seven-month low of 34 in April. Present sales sank to 37 while six-month expectations soured to 42, the lowest level since June 2025 as buyer traffic remains anemic.
Does it also require them to drive a horse-and-buggy to work wtf [QT @mattyglesias: "The Democratic National Committee has barred staffers from using ChatGPT and Claude."]
More on GPT-5.4 Pro's latest mathematical contribution: "The closest analogy I would give would be that the main openings in chess were well-studied, but AI discovers a new opening line that had been overlooked based on human aesthetics and convention."
Nasdaq: 10 consecutive green days (longest since Nov 2021), +13.7% (biggest recovery since 2022, 3rd largest since 2009); S&P 500 ~6,990 vs prior ATH close 6,978.60
We are witnessing a historic rally: The Nasdaq Composite has finished green for 10 consecutive trading sessions, the longest streak since November 2021. The index has rallied +13.7% over this time span, the biggest recovery since 2022 and the third-largest since 2009.
Trading firm Jane Street has taken an additional $1 Billion stake in CoreWeave $CRWV Jane Street plans to spend ~$6 Billion on CoreWeave's products - Bloomberg
During the first 48 hours of the U.S. blockade on ships entering and exiting Iranian ports, no vessels have made it past U.S. forces. Additionally, 9 vessels have complied with direction from U.S. forces to turn around and return toward an Iranian port or coastal area.
US-Iran weighing 2-week ceasefire extension (expires Tuesday); agreed in principle to meet (no date/location); Trump: war 'very close to over'; Iran: 'no specific date set'
Pakistan Army Chief Munir in Tehran; second round possibly in Islamabad; China FM Wang Yi backs Iran's rights over Strait of Hormuz and ceasefire momentum; Trump confirmed call with Munir
Pakistan's army chief arrived in Tehran on Wednesday to help mediate talks between the US and Iran after the two sides failed to clinch a peace agreement on the weekend.
Strait of Hormuz: shipping far below peacetime levels; double blockade (US + IRGC); Persian Gulf producers turn to land transport; Qatar FM: bigger fallout ahead; ECB Nagel: April rate hinges on Hormuz
Shipping through the Strait of Hormuz, the waterway that's become a focal point for the global economy, stayed far below peacetime levels as an effective double blockade stifles vessel movements
CME Crypto suite ADV +57% YoY Q1 2026; Bitcoin futures suite: record quarter; SOL options: record quarter; XRP options: record quarter; MET futures +29% YoY
More on GPT-5.4 Pro's latest mathematical contribution: "The closest analogy I would give would be that the main openings in chess were well-studied, but AI discovers a new opening line that had been overlooked based on human aesthetics and convention."
Not just using AI. @JaneStreetGroup is training massive models on noisy data, refining continuously, and deploying at scale. @CoreWeave, powered by NVIDIA Vera Rubin, is the engine behind that ambition.
Look at this. Allbirds, $BIRD, is a shoe company. It said it will rebrand to Newbird AI. It will convert its assets to "acquire high-performance GPU assets." It is up 600% today.
We are witnessing a historic rally: The Nasdaq Composite has finished green for 10 consecutive trading sessions, the longest streak since November 2021. The index has rallied +13.7% over this time span, the biggest recovery since 2022 and the third-largest since 2009.
US blockade: 0 vessels breached in first 48 hours; 9 vessels complied and turned back; thousands of US service members executing blockade; Trump: 'The Strait of Hormuz is opening'
During the first 48 hours of the U.S. blockade on ships entering and exiting Iranian ports, no vessels have made it past U.S. forces. Additionally, 9 vessels have complied with direction from U.S. forces to turn around and return toward an Iranian port or coastal area.
US-Iran: considering 2-week ceasefire extension; Trump: war 'very close to over'; Iran: no specific date set for talks; US-Iran made progress moving closer to framework agreement (Axios)
ECB April hike: 'no evidence yet of second-round inflation effects'; Nagel: 'April move hinges on the Strait of Hormuz situation'; Nagel: 'we're in between our baseline and adverse scenarios'
Gasoline inventories -6.328M (forecast -2.012M); Distillate -3.122M (forecast -2.143M); Crude -0.913M; US crude exports at record high; net imports at record low
GPT-5.4 Pro; Erdős Primitive Set Conjecture domain; 'first time the math community seems universally impressed with an AI proof' (@tszzl); analogy: 'AI discovers a new [chess] opening line overlooked by human aesthetics' (@gdb)
More on GPT-5.4 Pro's latest mathematical contribution: 'The closest analogy I would give would be that the main openings in chess were well-studied, but AI discovers a new opening line that had been overlooked based on human aesthetics and convention.'
We are witnessing a historic rally: The Nasdaq Composite has finished green for 10 consecutive trading sessions, the longest streak since November 2021. The index has rallied +13.7% over this time span, the biggest recovery since 2022 and the third-largest since 2009.
$BIRD up 600-700%+ intraday; $50M convertible financing facility to 'acquire high-performance GPU assets'; rebrand to NewBird AI
多位市场资深人士将此操作与1998-2000年互联网泡沫蹭热点的历史案例直接类比——彼时Kodak宣布进军加密货币、Zapata改名互联网公司均引发股价暴涨。Liz Ann Sonders指出这是"用上市公司壳套AI热点叙事"的典型案例；投资者实质上是在以旧鞋业估值买入、以AI新估值卖出。CFTC已就油期货内幕交易展开调查，市场警惕同类手法向更多个股蔓延。
Look at this. Allbirds, $BIRD, is a shoe company. It said it will rebrand to Newbird AI. It will convert its assets to 'acquire high-performance GPU assets.' It is up 600% today.
BofA equities revenue +30% Q1; Morgan Stanley equity traders record quarter; Wall Street banks cut 5,000+ jobs Q1; Morgan Stanley sold investment-grade bonds same day
Morgan Stanley CEO Ted Pick discusses the primary risk of inflation being re-imported globally through the energy sector, which could subsequently impact food prices and overall living costs
48-hour blockade: 0 vessels breached; 9 vessels turned back; 5,000 Sailors and Marines from Abraham Lincoln CSG (CVN-72) in Arabian Sea/Gulf of Oman; CENTCOM: 'halted all economic trade going into and out of Iran by sea'
After implementing the blockade on ships entering and departing Iranian ports, American forces halted economic trade going into and out of Iran by sea. U.S. Sailors, Marines, and Airmen remain positioned and ready to act against any vessels seeking to violate the blockade.
US-Iran weighing 2-week ceasefire extension (current ceasefire expires Tuesday); Trump: war 'very close to over'; Pakistan army chief arrived in Tehran to mediate; Kremlin: US rejected Russian initiative to transfer Iranian enriched uranium to Russia
IDF: 1,700+ Hezbollah terrorists eliminated; IDF Chief Zamir: 'approved plans for continuation in Lebanon and Iran'; aircraft 'ready and armed'; Israeli army issued order to kill any Hezbollah fighter in southern Lebanon
'In Lebanon, we continue to strike Hezbollah in a multi-front effort. We have eliminated over 1,700 Hezbollah terrorists since the beginning of the operation—this is a severe blow to the terrorist organization.' —IDF Chief of the General Staff LTG Eyal Zamir during his visit to
Goldman Sachs files for Bitcoin ETF; joining Morgan Stanley, BlackRock; 'growing roster of institutions racing to package cryptocurrencies for mainstream investors'
Goldman Sachs this week became the latest major Wall Street firm to file for a Bitcoin ETF — joining Morgan Stanley, BlackRock and a growing roster of institutions racing to package cryptocurrencies for mainstream investors.
BREAKING: US CFTC is now reportedly investigating these trades. [QT @unusual_whales: BREAKING: Just five minutes before Trump's announcement to halt the attacks on Iran, massive trades reportedly hit the market. In one move, $1.5 billion in S&P 500 (ES) futures was bought while $192 million in oil (CL) futures was sold. These orders were 4–6x larger than]
Iran suspends all petrochemical exports; IMF: 20% of global oil & gas missing from world economy; Bessent: resuming sanctions on Russian and Iranian oil; target: $3/gallon gasoline
As we develop more capable models at the frontier, MSL is committed to safety and preparedness for AI. To demonstrate this commitment, we will be publishing preparedness reports for our models, in line with our new Advanced AI Scaling Framework. See our Muse Spark report below: [QT @summeryue0: Our assessment flagged potentially elevated chem/bio]
$BIRD +875% intraday; previously -99% from record high; rebranding to NewBird AI; selling all footwear brands; acquiring high-performance GPU assets
多位资深分析师将此视为AI主题泡沫的教科书案例：Liz Ann Sonders明确类比1990年代互联网热潮中品牌蹭概念的行为，Bloomberg Opinion指出投资者本质是以濒临倒闭的鞋企估值买入、以AI新云估值卖出。市场荒诞性与投机情绪的极端呈现。
You can't make this up: Allbird stock, $BIRD, was down -99% from its record high as of yesterday as the shoe company was collapsing. Today, Allbirds stock is up as much as +875% after entirely rebranding as an AI company. This includes selling all of its brands and footwear
5,000 Sailors & Marines from Abraham Lincoln CSG; 0 vessels breached blockade in first 48 hours; 9 vessels turned back; first Malta-flagged VLCC transited west through Strait of Hormuz since blockade began
BREAKING: The US announces that no vessels have made it past US forces during the first 48 hours of the 'blockade' on the Strait of Hormuz. The US also says 9 vessels have complied with direction from US forces to turn around and return toward an Iranian port or coastal area.
"In Lebanon, we continue to strike Hezbollah in a multi-front effort. We have eliminated over 1,700 Hezbollah terrorists since the beginning of the operation—this is a severe blow to the terrorist organization." —IDF Chief of the General Staff LTG Eyal Zamir during his visit to
Goldman Sachs this week became the latest major Wall Street firm to file for a Bitcoin ETF — joining Morgan Stanley, BlackRock and a growing roster of institutions racing to package cryptocurrencies for mainstream investors.
BREAKING: US CFTC is now reportedly investigating these trades. Just five minutes before Trump's announcement to halt the attacks on Iran, massive trades reportedly hit the market. In one move, $1.5 billion in S&P 500 (ES) futures was bought while $192 million in oil (CL) futures was sold. These orders were 4–6x larger than normal.
20% of global oil & gas missing (IMF MD Georgieva); Iran suspends all petrochemical exports; Brent $94.93/bbl, WTI $91.29/bbl; first VLCC transits Hormuz west since blockade
S&P 500 new ATH above 7,000 (first since January, full recovery from -10%); NASDAQ 100 ATH; SPY broke $700 for first time ever; GOOGL back above $4T market cap; MSFT back above $3T
$BIRD +875% intraday (from $2.60); selling all footwear brands; rebranding to 'Newbird AI'; $50M convertible facility for GPU assets; stock was down -99% from record high prior day
You can't make this up: Allbird stock, $BIRD, was down -99% from its record high as of yesterday as the shoe company was collapsing. Today, Allbirds stock is up as much as +875% after entirely rebranding as an AI company. This includes selling all of its brands and footwear.
$SNAP -1,000 jobs (16% of workforce), stock +8% on day, -31% YTD; Live Nation found guilty of illegally monopolizing US concert ticketing by NY federal jury
5,000 Sailors & Marines from USS Abraham Lincoln CSG executing Iran port blockade; Iran suspends all petrochemical exports indefinitely; first Malta-flagged VLCC transits Hormuz west since blockade began
Thousands of U.S. service members, including 5,000 Sailors and Marines from the Abraham Lincoln Carrier Strike Group, are executing the mission to blockade ships entering and departing Iranian ports.
OFAC sanctioned Shamkhani family oil smuggling network; 2 Chinese banks received secondary sanctions warning letters; US not renewing Russian/Iranian oil general licenses; blockade has 'paused Chinese buying of Iranian oil' (Bessent)
Treasury is moving aggressively with Economic Fury by targeting regime elites like the Shamkhani family that attempt to profit at the expense of the Iranian people. Under @POTUS' leadership, Treasury will continue to cut off Iran's illicit smuggling and terror proxy networks.
US-Iran talks likely returning to Pakistan next week (2 Pakistani officials, MS Now); Pakistan confirmed as sole mediator (WH Press Sec. Leavitt); Iran: no final agreement reached on asset release
dolomite has $5b in TVL. 82.7% of it is WLFI collateral. 4.99b WLFI tokens, 98% of total supply, deposited by a project whose CTO is also dolomite's co-founder. USD1 pool hit 93% utilization. USDC pool at 90%. $700m in depositor liquidity drained with $32m USD1 and $12m USDC left.
US economic activity continued to increase at a slight-to-modest pace across most regions as the war with Iran generated a new wave of uncertainty and higher energy costs, the Federal Reserve said.
Research we co-authored on subliminal learning—how LLMs can pass on traits like preferences or misalignment through hidden signals in data—was published today in @Nature.
Allbird stock, $BIRD, was down -99% from its record high as of yesterday as the shoe company was collapsing. Today, Allbirds stock is up as much as +875% after entirely rebranding as an AI company. This includes selling all of its brands and footwear assets.
After implementing the blockade on ships entering and departing Iranian ports, American forces halted economic trade going into and out of Iran by sea. U.S. Sailors, Marines, and Airmen remain positioned and ready to act against any vessels seeking to violate the blockade.
OFAC sanctioned Shamkhani oil smuggling network; no renewal: Russian oil general license; no renewal: Iranian oil general license; prior licenses covered oil on water before March 11
Treasury is moving aggressively with Economic Fury by targeting regime elites like the Shamkhani family that attempt to profit at the expense of the Iranian people. Under @POTUS' leadership, Treasury will continue to cut off Iran's illicit smuggling and terror proxy networks.
US-Iran talks likely returning to Pakistan next week (2 Pakistani officials); Pakistan confirmed as 'only mediator' (WH Press Sec. Leavitt); US did not request ceasefire extension
ethena went from 90% perps exposure to 88% T-Bills in one quarter. $15b USDe supply collapsed to $5.8b. sUSDe yields sitting at 3.5%. they survived the funding rate crisis by becoming a money market fund with extra smart contract risk. if the fed cuts to 2-3%, sUSDe yield goes
dolomite has $5b in TVL. 82.7% of it is WLFI collateral. 4.99b WLFI tokens, 98% of total supply, deposited by a project whose CTO is also dolomite's co-founder. USD1 pool hit 93% utilization. USDC pool at 90%. $700m in depositor liquidity drained with $32m USD1 and $12m USDC left
"The biggest risk continues to be that inflation gets imported around the world," first through energy, then to food & beyond: MS's Ted Pick. Otherwise, markets will stay strong with even a "narrowing of the cone of uncertainty" around the Middle East.
US economic activity continued to increase at a slight-to-modest pace across most regions as the war with Iran generated a new wave of uncertainty and higher energy costs, the Federal Reserve reported in its Beige Book survey of regional business contacts
Anthropic has received several offers from investors for a new round of funding that could value the company at $800 billion or higher, up from $350 billion,'per Bloomberg
Research we co-authored on subliminal learning—how LLMs can pass on traits like preferences or misalignment through hidden signals in data—was published today in @Nature.
Data centers linked to Alphabet's Google are seeking to raise $5.7 billion from a junk-bond sale, in what would be the largest deal of its kind to finance the artificial intelligence buildout boom
S&P 500 first-ever close above 7,000; +11.2% from 12-trading-day low; first ATH since Jan 27; Nasdaq 100: 11-day win streak (longest since Dec 2020); SPY first-ever close above $700
Live Nation Entertainment, the largest US concert promoter and ticket seller, illegally monopolized the live events industry and overcharged fans, a New York federal jury concluded Wednesday.
Shoe company Allbirds just announced that it's planning to - Sell all of its brands and footwear assets - Rebrand the company to Newbird AI - Use a $50M convertible financing facility to "acquire high-performance GPU assets"
SpaceX is gearing up to take potential anchor investors in its IPO on a tour of its marquee sites across America, people familiar with the plans said, as billionaire Elon Musk's company targets the biggest ever market debut
The US Senate on Wednesday rejected the latest Democratic attempt to halt President Trump's war in Iran, turning aside a resolution that would require the U.S. to withdraw forces from the conflict until Congress authorizes further action.
Yesterday, an Iranian-flagged cargo vessel tried to evade the U.S. blockade after leaving Bandar Abbas, exiting the Strait of Hormuz, and transiting along the Iranian coastline. The guided-missile destroyer USS Spruance (DDG 111) successfully redirected the vessel
OFAC sanctions: 12+ entities tied to Mohammad Hossein Shamkhani oil smuggling network; secondary sanction warnings to 2 Chinese banks re Iran transactions; part of 'Economic Fury' campaign
Treasury is moving aggressively with Economic Fury by targeting regime elites like the Shamkhani family that attempt to profit at the expense of the Iranian people. Under @POTUS' leadership, Treasury will continue to cut off Iran's illicit smuggling and terror proxy networks.
US-Iran talks: possibly Pakistan next week (2 Pakistani officials per MS NOW/CNBC); US sent 'lots of messages' since Friday; Iran has not responded; Iran-Pakistan meeting Thursday Tehran; Iran FM warns China of 'serious repercussions' of US actions
BREAKING: The US exported over 5 million barrels of oil per day last week, a record high, amid the Iran War. In aggregate, the US exported a record 12.7 million barrels of crude oil and refined products per day last week. As the Iran War leads to one of the largest energy...
US TIC Long-Term Transactions Actual 58.6B (Forecast -, Previous 15.5B) [QT @financialjuice: US Overall Net Capital Flows Actual 184.5B (Forecast -, Previous -25.0B)]
Anthropic has received several offers from investors for a new round of funding that could value the company at $800 billion or higher, up from $350 billion, per Bloomberg
Data centers linked to Alphabet's Google are seeking to raise $5.7 billion from a junk-bond sale, in what would be the largest deal of its kind to finance the artificial intelligence buildout boom
S&P 500 closes above 7,000 ATH for first time; +11.2% from 12-day low; Nasdaq 100 ATH; 11-day win streak (longest since Dec 2020); Google $4T+; Microsoft $3T+
A federal jury on Wednesday found that Live Nation and its subsidiary Ticketmaster violated the law by operating as a monopoly over the live event and ticketing market. The Manhattan jury reached the verdict on the fourth day of deliberations after a weekslong antitrust trial.
SpaceX is gearing up to take potential anchor investors in its IPO on a tour of its marquee sites across America, people familiar with the plans said, as billionaire Elon Musk's company targets the biggest ever market debut
This is unusual. Allbirds, $BIRD, is a shoe company. Today, it said it will rebrand to Newbird AI. It will convert its assets to "acquire high-performance GPU assets." It finished up 580% today.
Yesterday, an Iranian-flagged cargo vessel tried to evade the U.S. blockade after leaving Bandar Abbas, exiting the Strait of Hormuz, and transiting along the Iranian coastline. The guided-missile destroyer USS Spruance (DDG 111) successfully redirected the vessel...
The Republican-led Senate on Wednesday rejected the latest Democratic attempt to halt President Trump's war in Iran, turning aside a resolution that would require the U.S. to withdraw forces from the conflict until Congress authorizes further action.
Treasury Secretary Scott Bessent warned on Wednesday that the United States is preparing to ramp up economic pain on Iran, saying the Republican administration is preparing action that will be the "financial equivalent" of the bombing campaign.
U.S. derivatives regulators are reportedly examining a handful of unusual oil futures trades that took place minutes before a surprise announcement by President Donald Trump signaling a pause in attacks on Iran.
A lot going on in AI for bio/health today: - AWS Launches Amazon Bio Discovery AI platform - Novo Nordisk partners with OpenAI - Novartis CEO joins Anthropic board
This is how $ASML stock has moved in the day after its last 8 earnings reports [Consensus estimates: EPS at €6.64–7.72 Revenue at €8.2–8.9 billion 2 key indicators that could drive a beat or miss is their AI-driven High-NA EUV and Gross Margin performance.]
Donald Trump's tariffs may be restored by July to the levels in place before the Supreme Court struck down many of his levies, Treasury Secretary Scott Bessent said
X Cashtags are here. Powered by Solana. [𝕏 has always been the best source of financial news for traders and investors. Billions of dollars are allocated every day based on what people read on Timeline. Today we're launching our new Cashtags feature in the US and Canada on iPhone, bringing real-time financial data]
Crypto entrepreneur Justin Sun once championed the Trump family's flagship venture into digital assets. Now he's accusing the outfit of treating him and other backers as its "personal ATM."
kamino captured 52% of all RWA deposits in DeFi. $1.9b TVL. no token. now figure is piping $20b in HELOCs and auto loans through it on solana. PRIME market hit $600m and paid $6.5m in interest in 3 months alone.
Donald Trump's tariffs may be restored by July to the levels in place before the Supreme Court struck down many of his levies, Treasury Secretary Scott Bessent said
Apple CEO and Nike board member Tim Cook now owns $5.9 Million worth of Nike $NKE stock. Tim Cook spent $1.06M to buy 25,000 shares of $NKE stock at an average price of $42.43 per share
Never mind that one of the world's most-important energy chokepoints remains closed. Markets are roaring back anyway, with the S&P 500 coming within 0.2% of its January record.
Canadian Prime Minister Mark Carney on Tuesday suspended the fuel tax in response to the Iran war in his first act after securing a majority government.
Mediators are racing to bring the U.S. and Iran back to the negotiating table amid a standoff over the Strait of Hormuz and a precarious ceasefire. Historic talks, however, did happen on Tuesday. The U.S. hosted the first face-to-face meeting between Israel and Lebanon in
Kamino: 52% of all DeFi RWA deposits, $1.9B TVL, no token yet; Figure piping $20B HELOCs & auto loans via Solana; PRIME market $600M TVL, $6.5M interest in 3 months
kamino captured 52% of all RWA deposits in DeFi. $1.9b TVL. no token. now figure is piping $20b in HELOCs and auto loans through it on solana. PRIME market hit $600m and paid $6.5m in interest in 3 months alone.
Crushing it. [QT @tryarchpublic: Arch Public $ETH Arbitrage: Last 30 Days • Cost Basis: $2,092 • Position: +10.5% • Buys: 7 (lowest: $1,989) • Sells: 6 (highest: $2,370) Ethereum surged over 11% in the last 24 hours.]
Apple CEO Tim Cook who is a member of Nike's $NKE board of directors also just bought stock. Tim Cook spent $1.06M to buy 25,000 shares of $NKE stock at an average price of $42.43 per share.
7 Eleven Is Reading the Consumer Before the Data Does. The parent company plans to close 645 North American stores during fiscal 2026 while still opening about 205 new ones, and some of the closures.
Mediators are racing to bring the U.S. and Iran back to the negotiating table amid a standoff over the Strait of Hormuz and a precarious ceasefire. Historic talks, however, did happen on Tuesday. The U.S. hosted the first face-to-face meeting between Israel and Lebanon in decades.
Canadian Prime Minister Mark Carney on Tuesday suspended the fuel tax in response to the Iran war in his first act after securing a majority government.
Great clip! [QT @Abrlien: CZ @cz_binance on FOX Business 'I think so, yes.' on whether the Biden administration wanted to make an example out of him. Freedom of Money tells the full story.]
Chinese and North American gold investors have reacted differently to the Iran war: North American gold ETF holdings fell -2.0 million ounces in March, to the lowest level this year. Over the same period, Chinese gold ETFs added +500,000 ounces, to ~10.0 million, near the highest level on record.
Maine just became the first state to pass a ban on large data-center construction. Maine's state legislature approved a bill freezing construction of new data centers until November 2027 - WSJ
Mediators are racing to bring the U.S. and Iran back to the negotiating table amid a standoff over the Strait of Hormuz and a precarious ceasefire. Historic talks, however, did happen on Tuesday. The U.S. hosted the first face-to-face meeting between Israel and Lebanon in
Never mind that one of the world's most-important energy chokepoints remains closed. Markets are roaring back anyway, with the S&P 500 coming within 0.2% of its January record.
Chinese and North American gold investors have reacted differently to the Iran war: North American gold ETF holdings fell -2.0 million ounces in March, to the lowest level this year. Over the same period, Chinese gold ETFs added +500,000 ounces, to ~10.0 million, near the [record high].
Treasury Secretary Scott Bessent said the underlying US economy remained strong and that growth could still exceed 3% or 3.5% this year despite the impact of the US-Israeli war on Iran.
Maine just became the first state to pass a ban on large data-center construction. Maine's state legislature approved a bill freezing construction of new data centers until November 2027 - WSJ
Historical Solana token data for X provided by @birdeye_data 📈 [QT @nikitabier: 𝕏 has always been the best source of financial news for traders and investors. Billions of dollars are allocated every day based on what people read on Timeline. Today we're launching our new Cashtags feature in the US and Canada on iPhone, bringing real-time financial data]
Chinese and North American gold investors have reacted differently to the Iran war: North American gold ETF holdings fell -2.0 million ounces in March, to the lowest level this year. Over the same period, Chinese gold ETFs added +500,000 ounces, to ~10.0 million, near the [record]
More banks are being invited to join SoftBank's $40 billion loan backing its investment in OpenAI, in one of the biggest tests yet of creditor sentiment toward the Japanese conglomerate's debt-fueled push further into AI
tempo mainnet is live with visa, stripe, standard chartered running validators. $500m raised at $5b valuation. no token. here's the math nobody wants to do. $0.001 per transaction at 776,000 monthly transactions generates $776 in revenue. seven hundred and seventy six dollars.
Chinese and North American gold investors have reacted differently to the Iran war: North American gold ETF holdings fell -2.0 million ounces in March, to the lowest level this year. Over the same period, Chinese gold ETFs added +500,000 ounces, to ~10.0 million, near the
Pakistan said it secured $3 billion in financial support from Saudi Arabia, helping to bolster its forex reserves and offset a loan repayment the country will make to the UAE
China is planning to issue the largest yuan sovereign bonds in Hong Kong since 2023 this month, increasing supply to global investors just as yuan assets stand out as a haven amid the Iran war
Japan plans to provide as much as $10 billion in financial support to nations in Southeast Asia to help them cope with soaring crude oil prices due to the war in the Middle East, according to local media reports
The global smartphone market suffered its first decline since 2023 in the first quarter of this year, according to market tracker IDC, with the memory chip supply crunch and war in Iran likely to elevate costs and constrain growth further
Suntory Holdings is set to acquire Daiichi Sankyo Healthcare, the over-the-counter pharmaceuticals subsidiary of Daiichi Sankyo, the Nikkei newspaper reports
tempo mainnet is live with visa, stripe, standard chartered running validators. $500m raised at $5b valuation. no token. here's the math nobody wants to do. $0.001 per transaction at 776,000 monthly transactions generates $776 in revenue. seven hundred and seventy six dollars.
Say goodbye to long, confusing blockchain addresses. Meet your @tether.me username: your universal digital money address inside the new Tether Wallet. With one simple name, you can instantly receive: Digital dollars (USD₮ & USA₮) Bitcoin and Tether Gold (XAU₮)
Rippling AI was the most successful launch we've ever done. On the heels of this launch, Rippling's revenue is now growing 78% YoY (at ARR over $1 Billion). And this growth rate has now increased, every quarter, for three straight quarters.
SocGen is expanding the reach of its dollar-denominated stablecoin in one of the biggest efforts yet by a major bank to bring digital money to a wider audience
Say goodbye to long, confusing blockchain addresses. Meet your @tether.me username: your universal digital money address inside the new Tether Wallet. With one simple name, you can instantly receive: 💵 Digital dollars (USD₮ & USA₮) Bitcoin and Tether Gold (XAU₮)
USD: 'elevated valuations signal long-term correction risks' (Rogoff, Harvard); hedge funds 'increasingly downbeat on dollar'; US Treasury yields hold steady
Unitree competes in Beijing Humanoid Robot Marathon on the 19th. Due to time and resource constraints, Unitree will officially enter the race with only the H1 model. Multiple independent teams will also participate using self-developed systems based on Unitree products.
Nikita's Cashtags announcement captured 2% of CT's mindshare in the past 24 hours. If it were a project, it would sit at #5 on the mindshare leaderboard. The news generated 5.7M impressions across Nikita's post and the creators covering it.
Rippling is still growing 78% a year at this size? This is why startups are valuable. [QT @parkerconrad: Rippling AI was the most successful launch we've ever done. On the heels of this launch, Rippling's revenue is now growing 78% YoY (at ARR over $1 Billion). And this growth rate has now increased, every quarter, for three straight quarters.]
London Stock Exchange's CEO Julia Hoggett says the exchange has the biggest pipeline of deals in more than two decades for execution over the next year
Kevin Warsh: 'major bets on AI and crypto' (financial disclosures); Senate Banking Chair Tim Scott: 'The American people deserve a Fed that is free from political influence'
Unitree competes in Beijing Humanoid Robot Marathon on the 19th. Due to time and resource constraints, Unitree will officially enter the race with only the H1 model. Multiple independent teams will also participate using self-developed systems based on Unitree products.
Wall Street stands resilient near record highs, fueled by a surge of optimism as potential peace talks in the Middle East spark hope. Janet Mui from RBC Brewin Dolphin said market complacency may be setting in, but there's a cap on escalation.
This is unusual. Senator John Boozman disclosed a $15K purchase of a 2x long S&P 500 ETF, $SPYM, on March 20. He serves on the Senate Subcommittee on Commodities, Risk Management, and Trade. What does he know?
Donald Trump's tariffs may be restored by July to the levels in place before the Supreme Court struck down many of his levies, Treasury Secretary Scott Bessent said
this might be the first documented case in human history of a philosopher getting a job [QT @Polymarket: JUST IN: Google DeepMind hires a philosopher as it prepares for machine consciousness.]
Software investor Thoma Bravo struck a strategic partnership with Alphabet's Google Cloud to help the private equity firm's portfolio companies accelerate their adoption of AI
Trump-Xi letter exchange; Xi: not sending weapons to Iran; no pushback from China or Saudis on Hormuz blockade; leaders set to meet in Beijing in ~1 month
President Donald Trump said he exchanged letters with Chinese counterpart Xi Jinping, suggesting the move was motivated by concerns over Beijing providing weapons to Iran
Russia's intelligence services are now seeking to damage European infrastructure with cyber attacks, Swedish Civil Defense Minister Carl-Oskar Bohlin said
RAVE hit $15b FDV with 90% of supply controlled by insiders and only 20% circulating. the playbook was onchain the whole time. deposit 30.58m tokens to bitget over 3 days, bait shorts at 5600% annual borrow rate, withdraw 31.94m tokens back to wallets, trigger squeeze, dump into
0 fee trading for BTC/U @Binance. $U just hit a new milestone: 3 months since listing on @binance. $1.75B peak 24h volume. BTC/U surpassed BTC/USDT trading volume on Apr 13. Now a Top 10 token by trading volume across the entire market
This is the story of Hyperliquid, the most profitable startup per employee on earth, told from a guarded office in Singapore. Last year, its team of 11 generated $900 million in profit. It's 3 years old, has never taken a dollar of venture capital, and is beginning to change how
NY Empire Manufacturing April: 11.0 vs 0.0 est & -0.2 prior; new orders 19.3 vs 6.4 prior; prices paid 51.0 vs 36.6 prior; shipments 20.2 vs -6.9 prior
April Empire Manufacturing Index jumped to 11.0 vs. 0.0 est. & -0.2 prior…new orders up to 19.3 vs. 6.4 prior; shipments up to 20.2 vs. -6.9 prior; prices paid up to 51.0 vs. 36.6 prior; employment up to 9.8 vs. 5.8 prior
Per @Gallup, half of employees reported using AI at least a few times a year in 1Q26 vs. 46% in 4Q25…frequent and daily AI users increased to 28% and 13%, respectively
LVMH, Kering, Hermès all report weak Q1 sales; 7 weeks of Middle East war impact; Kering shares slide after Gucci disappoints; European luxury stocks selloff deepening; BofA clients' gas spending +16% in March
BTC/U surpassed BTC/USDT trading volume on Apr 13; U: $1.75B peak 24h volume; top 10 token by global trading volume; zero trading fees on Binance; 3 months since listing
0 fee trading for BTC/U @Binance [QT @UTechStables: $U just hit a new milestone: 3 months since listing on @binance 🔥 📊 $1.75B peak 24h volume 🔥 BTC/U surpassed BTC/USDT trading volume on Apr 13 🌍 Now a Top 10 token by trading volume across the entire market And it's not slowing down]
This is the story of Hyperliquid, the most profitable startup per employee on earth, told from a guarded office in Singapore. Last year, its team of 11 generated $900 million in profit. It's 3 years old, has never taken a dollar of venture capital, and is beginning to change how
Housing remains stuck in the basement. The NAHB Housing Market Index (HMI) hit a seven-month low of 34 in April. Present sales sank to 37 while six-month expectations soured to 42, the lowest level since June 2025 as buyer traffic remains anemic.
Per @Gallup, half of employees reported using AI at least a few times a year in 1Q26 vs. 46% in 4Q25…frequent and daily AI users increased to 28% and 13%, respectively
Does it also require them to drive a horse-and-buggy to work wtf [QT @mattyglesias: "The Democratic National Committee has barred staffers from using ChatGPT and Claude."]
The main firm responsible for clearing 🇺🇸 stock trades "DTCC" is working with Amazon Web Services $AMZN to move its core systems to the cloud by the end of the decade - Bloomberg
Weak sales from French group Hermes led a slump in luxury shares, showing the war in Iran is weighing on Middle East demand and European tourism, dealing a blow to hopes of a sector revival.
China FM Wang Yi: 'Iran's rights over Strait of Hormuz should be respected'; China backs Iran in 'safeguarding national dignity'; Trump: China agreed not to send weapons to Iran
$MSBT up 8% since launch a week ago, $NGHT up 3.5%, which means majority of btc returns have come during US trading hours. Very prelim but I'm interested to see how this develops.
$IONQ +14%; new DARPA contract + Air Force Research Lab breakthrough; Rep. Greg Steube (R) disclosed purchase March 17th; sits on House Intelligence Committee
Well this probably should raise some flags Rep. Greg Steube (R) disclosed buying IonQ $IONQ on March 17th Today, IonQ announced a new DARPA contract and an Air Force Research Lab tech breakthrough The stock is up 14% today All while Steube sits on the House Intelligence
IDF Chief Zamir: 'approved plans for continuation in Lebanon and Iran; planes are ready and armed'; Israeli Security Cabinet met at 8PM local to discuss Lebanon ceasefire
IDF Chief of Staff Zamir: We have approved plans for the continuation in Lebanon and Iran. We are on high alert, the planes are ready and armed - N12 News
Saylors best year ever was 2024, where he bought 320K BTC He is currently on pace for 400-600K BTC in 2026 The case for new ATHs is relatively straightforward
JUST IN: TRUMP-BACKED WORLD LIBERTY FINANCIAL $WLFI PROPOSES TOKEN RESTRUCTURE INCLUDING UP TO 4.5B BURN AND NEW VESTING TERMS FOR 62.28B LOCKED TOKENS
As we develop more capable models at the frontier, MSL is committed to safety and preparedness for AI. To demonstrate this commitment, we will be publishing preparedness reports for our models, in line with our new Advanced AI Scaling Framework.
Well this probably should raise some flags. Rep. Greg Steube (R) disclosed buying IonQ $IONQ on March 17th. Today, IonQ announced a new DARPA contract and an Air Force Research Lab tech breakthrough. The stock is up 14% today. All while Steube sits on the House Intelligence
Pakistan Army Chief Munir arrives Tehran; second round of US-Iran talks possibly in Islamabad next week; Trump spoke with Munir; Trump may visit Pakistan if deal reached
Pakistan's army chief arrived in Tehran on Wednesday to help mediate talks between the US and Iran after the two sides failed to clinch a peace agreement on the weekend.
"In Lebanon, we continue to strike Hezbollah in a multi-front effort. We have eliminated over 1,700 Hezbollah terrorists since the beginning of the operation—this is a severe blow to the terrorist organization." —IDF Chief of the General Staff LTG Eyal Zamir
JUST IN: TRUMP-BACKED WORLD LIBERTY FINANCIAL $WLFI PROPOSES TOKEN RESTRUCTURE INCLUDING UP TO 4.5B BURN AND NEW VESTING TERMS FOR 62.28B LOCKED TOKENS
Saylors best year ever was 2024, where he bought 320K BTC. He is currently on pace for 400-600K BTC in 2026. The case for new ATHs is relatively straightforward.
Hammack: rates on hold 'for a good while'; IMF Georgieva: 'caution central banks against moving fast like in 2022'; 'March was a tough month; April may be much tougher'; 'recovery is some way off, even if the war ends tomorrow'
Meta Muse Spark Safety & Preparedness Report; Advanced AI Scaling Framework; 'potentially elevated chem/bio risk' flagged in pre-deployment assessment
Meta主动发布安全报告，显示大型科技公司在前沿AI安全透明度上正向Anthropic和OpenAI的标准靠拢。报告中化学/生物风险的明确标注意味着模型能力已进入政策敏感区间，这一自我披露策略也可能是在为即将收紧的AI监管环境提前布局。Scale AI CEO Alexander Wang将此解读为行业安全承诺走向规范化的积极信号。
As we develop more capable models at the frontier, MSL is committed to safety and preparedness for AI. To demonstrate this commitment, we will be publishing preparedness reports for our models, in line with our new Advanced AI Scaling Framework. See our Muse Spark report below:
Distinguished ladies and gentlemens, revered dignitaries, noble royals, and esteemed delegates. I present to you The Schiller PE, which has just hit its highest valuation in 26 years, making it the second most overvalued market in history.
BREAKING: US call option volumes have surged to 47 million contracts per day, the 2nd-highest reading this year. Call volume has surged +75% since the beginning of the month. At the same time, put option volume has declined -15%, to 32 million contracts per day.
Europe accelerating NATO fallback plan if Trump exits — WSJ; Italy PM Meloni: joint drone production with Ukraine; Russia Defence Min. Shoigu warns European drone supplies to Ukraine 'dragging these countries into war with Russia at ever-faster pace'
Saylors best year ever was 2024, where he bought 320K BTC. He is currently on pace for 400-600K BTC in 2026. The case for new ATHs is relatively straightforward.
fireblocks just integrated morpho as a primary yield destination for 2,400 institutional clients processing $200b/month in stablecoins. sentora is curating the vaults specifically for enterprise treasuries. if even 1% of that monthly flow gets directed to morpho vaults that's $2b
ECB Nagel: euro-zone economy 'shifted beyond base case toward more painful outcome' due to Iran war; ECB sources: wary of April rate hike; no evidence of second-round inflation effects
The euro-zone economy has shifted beyond the European Central Bank's base case and toward a more painful outcome due to the Iran war, according to Governing Council member Joachim Nagel.
US home sellers are increasingly cutting prices: A record 34.2% of home sellers lowered their list price in February, the highest for any February since records began in 2012. Since 2022, the percentage of sellers cutting prices has more than tripled.
Risk appetite among retail investors has declined: US leveraged equity ETFs have seen a record -$50 billion in outflows over the last year. This covers 2x and 3x long and short leveraged funds of single stocks and indices, including the volatility index VIX.
dolomite has $5b in TVL. 82.7% of it is WLFI collateral. 4.99b WLFI tokens, 98% of total supply, deposited by a project whose CTO is also dolomite's co-founder. USD1 pool hit 93% utilization. USDC pool at 90%. $700m in depositor liquidity drained with $32m USD1 and $12m USDC left
US economic activity continued to increase at a slight-to-modest pace across most regions as the war with Iran generated a new wave of uncertainty and higher energy costs, the Federal Reserve said.
34.2% of home sellers cut list prices in February (record high since 2012 for any February, 3x since 2022); leveraged equity ETFs record -$50B outflows over past year
US home sellers are increasingly cutting prices: A record 34.2% of home sellers lowered their list price in February, the highest for any February since records began in 2012. Since 2022, the percentage of sellers cutting prices has more than tripled.
Wish there was information about where this data came from, but this is a very significant change. Since AI use comes from experience, the persistent gender gap in AI use across every study of AI was something that a lot of scholars were concerned about.
Jensen Huang unable to clearly explain NVIDIA moat vs Google TPUs & Amazon Trainium; Anthropic uses TPUs & Trainium; Jensen: 'Anthropic is a unique instance, not a trend'
First time I have seen $NVDA's Jensen having some issues in explaining $NVDA's moat vs ASICs like $GOOGL TPUs and $AMZN Trainium. Why does Anthropic use TPUs and Trainium? Jensen: 'Anthropic is a unique instance, not a trend'
Google released a standalone Gemini app for macOS, giving owners of Mac computers an easier way of accessing the AI assistant as mainstream adoption of the tech continues to grow.
It was an audacious bet by JPMorgan Chase & Co. and Mitsubishi UFJ Financial Group: Taking on a record-shattering $38 billion loan package backing new Oracle Corp. data center projects in Texas and Wisconsin.
World Liberty Financial is facing a fresh round of criticism after proposing that some tokens owned by some early investors remain unavailable for trading indefinitely — or at least until Trump leaves office.
WH crypto advisor Patrick Witt: 'Without a durable market structure framework in place, the US will continue to fall behind in the digital assets race'
WHITE HOUSE CRYPTO ADVISOR PATRICK WITT: 'WITHOUT A DURABLE MARKET STRUCTURE FRAMEWORK IN PLACE, THE US WILL CONTINUE TO FALL BEHIND IN THE DIGITAL ASSETS RACE.'
Cantor Fitzgerald has donated $10 million to a super PAC led by its biggest client and designed to elect US political candidates supportive of cryptocurrency.
US home sellers are increasingly cutting prices: A record 34.2% of home sellers lowered their list price in February, the highest for any February since records began in 2012. Since 2022, the percentage of sellers cutting prices has more than tripled.
First time I have seen $NVDA's Jensen having some issues in explaining $NVDA's moat vs ASICs like $GOOGL TPUs and $AMZN Trainium. Why does Anthropic use TPUs and Trainium? Jensen: 'Anthropic is a unique instance, not a trend'
Wish there was information about where this data came from, but this is a very significant change. Since AI use comes from experience, the persistent gender gap in AI use across every study of AI was something that a lot of scholars were concerned about.
AI agents are exploding in popularity. As the AI Revolution advances, we are seeing massive growth in Agentic AI. Between 2025 and 2030, revenue in this market is set to grow at a CAGR of 43.3%, rising to ~$48.3 billion per year.
Warning letters sent to 2 (unnamed) Chinese banks re: secondary sanctions on Iran transactions; Xi assured Trump: China not supplying weapons to Iran; blockade has paused Chinese buying of Iranian oil
Treasury Secretary Scott Bessent said the US sent letters to two Chinese banks warning them of the risk of secondary sanctions if they are found to be supporting transactions tied to Iran.
ondo controls 58% of the tokenized stock sector at $630m TVL. the deutsche börse partnership through 360X gives them clearstream custody, MiCA compliance, and EU-regulated settlement for 24/7 US equity trading. no other protocol has that regulatory moat. $1.26b market cap pricing
WH Crypto Advisor Patrick Witt: 'WITHOUT A DURABLE MARKET STRUCTURE FRAMEWORK IN PLACE, THE US WILL CONTINUE TO FALL BEHIND IN THE DIGITAL ASSETS RACE'
WHITE HOUSE CRYPTO ADVISOR PATRICK WITT: 'WITHOUT A DURABLE MARKET STRUCTURE FRAMEWORK IN PLACE, THE US WILL CONTINUE TO FALL BEHIND IN THE DIGITAL ASSETS RACE.'
World Liberty Financial is facing a fresh round of criticism after proposing that some tokens owned by some early investors remain unavailable for trading indefinitely — or at least until Trump leaves office.
ECB Schnabel: 'inflation expectations could be more fragile'; 'memory of high inflation still very fresh'; 'ECB can afford to take time to analyse Iran shock'
US home sellers are increasingly cutting prices: A record 34.2% of home sellers lowered their list price in February, the highest for any February since records began in 2012. Since 2022, the percentage of sellers cutting prices has more than tripled.
Wish there was information about where this data came from, but this is a very significant change. Since AI use comes from experience, the persistent gender gap in AI use across every study of AI was something that a lot of scholars were concerned about.
U.S. derivatives regulators are reportedly examining a handful of unusual oil futures trades that took place minutes before a surprise announcement by President Donald Trump signaling a pause in attacks on Iran.
White House Crypto Advisor Patrick Witt: 'WITHOUT A DURABLE MARKET STRUCTURE FRAMEWORK IN PLACE, THE US WILL CONTINUE TO FALL BEHIND IN THE DIGITAL ASSETS RACE'
WHITE HOUSE CRYPTO ADVISOR PATRICK WITT: "WITHOUT A DURABLE MARKET STRUCTURE FRAMEWORK IN PLACE, THE US WILL CONTINUE TO FALL BEHIND IN THE DIGITAL ASSETS RACE."
ondo controls 58% of the tokenized stock sector at $630m TVL. the deutsche börse partnership through 360X gives them clearstream custody, MiCA compliance, and EU-regulated settlement for 24/7 US equity trading. no other protocol has that regulatory moat. $1.26b market cap pricing
ethena went from 90% perps exposure to 88% T-Bills in one quarter. $15b USDe supply collapsed to $5.8b. sUSDe yields sitting at 3.5%. they survived the funding rate crisis by becoming a money market fund with extra smart contract risk. if the fed cuts to 2-3%, sUSDe yield goes
dolomite has $5b in TVL. 82.7% of it is WLFI collateral. 4.99b WLFI tokens, 98% of total supply, deposited by a project whose CTO is also dolomite's co-founder. USD1 pool hit 93% utilization. USDC pool at 90%. $700m in depositor liquidity drained with $32m USD1 and $12m USDC left
The "Buy Now, Pay Later" crisis: 47% of Buy Now, Pay Later (BNPL) users were late in paying their BNPL loans over the last year. This percentage has risen +6 points from 2025 levels and +13 points over the last 2 years. High-income borrowers, young adults, men, and parents of...
AI agents are exploding in popularity. As the AI Revolution advances, we are seeing massive growth in Agentic AI. Between 2025 and 2030, revenue in this market is set to grow at a CAGR of 43.3%, rising to ~$48.3 billion per year. As a result, Nvidia's CEO Jensen Huang has...
Spirit Airlines is at risk of being liquidated as rising jet fuel prices spurred by the US war with Iran further squeeze the bankrupt budget carrier's finances, according to sources
ondo controls 58% of the tokenized stock sector at $630m TVL. the deutsche börse partnership through 360X gives them clearstream custody, MiCA compliance, and EU-regulated settlement for 24/7 US equity trading. no other protocol has that regulatory moat. $1.26b market cap pricing
ethena went from 90% perps exposure to 88% T-Bills in one quarter. $15b USDe supply collapsed to $5.8b. sUSDe yields sitting at 3.5%. they survived the funding rate crisis by becoming a money market fund with extra smart contract risk. if the fed cuts to 2-3%, sUSDe yield goes
jupiter market share dropped from 90% to 82% in 4 months. dflow, titan, OKX DEX eating into their routing edge. jupiter's response is building RPC 2.0 with helius, triton, and anza to vertically integrate the entire solana read layer. $150m annual revenue, $602m market cap, and