📰 MARKET AGENDA — SEPTEMBER 5, 2026 ━━━━━━━━━━━━━━━━ 🗺️ GLOBAL & GEOPOLITICAL • U.S.-Iran tensions flared again after a tanker was hit in Hormuz. • Iran threatened a “much harsher” response targeting U.S. bases. • JD Vance said talks require an end to attacks on commercial vessels; Israel threatened to “paralyze” Iran’s infrastructure. ━━━━━━━━━━━━━━━━ 📈 MARKET NEWS • WTI rose more than 9% to 91–92 $, while Brent reached 95–96 $. • U.S. August NFP rose 162K versus 53–55K expected; unemployment held at 4.1% and hourly wages rose 0.3%. • Rate-hike pricing rose from 55% to 62% as oil prices raised inflation concerns. ━━━━━━━━━━━━━━━━ ₿ CRYPTO NEWS • Bitcoin reached 81,272 $ on Thursday (+5.14%) after Waller signaled support for holding rates steady, but fell to 79,600–79,700 $ on Friday as stronger jobs data boosted hike expectations. • Spot Bitcoin ETFs posted 731M $ of inflows on Sept. 4, their largest since January. $ETH rose above 2,500 $, while XRP reached 1.45 $. • Bitcoin short liquidations exceeded 440M $. Stablecoin exchange inflows turned positive after 113 days of net outflows. • Analysts warn of renewed year-end downside risk, while ETF inflows remain structural support. 77,000 $ is key. ━━━━━━━━━━━━━━━━ 🔓 TOKEN UNLOCKS $HYPE — Sept. 6, ~797M $ 🔴 largest cliff unlock of the month. TRUMP — September linear vesting, ~60.3M $ 🟡 medium pressure. SEI — Sept. 15, ~1.5% of supply 🔴 high pressure. RAIN — September linear, ~569M $ 🔴 high cumulative pressure. ━━━━━━━━━━━━━━━━ 🔭 WEEK-AHEAD OUTLOOK • Sept. 6: OPEC+ output meeting; surprises could trigger oil volatility. • Sept. 8–9: Markets will watch Iran’s retaliation and its impact on Hormuz costs. • Sept. 10–11: U.S. CPI and PPI will be key ahead of the FOMC. • Sept. 15–16: FOMC meeting; oil-driven inflation versus weakening employment will be central. • Hormuz tensions, Iran’s response and HYPE’s 797M $ unlock remain key risks.