Nihal Zengin

🇯🇵🇨🇳 Japan and China are quickly cutting US Treasury bonds.

📉 Japan has sold $96 billion over the last three months, bringing it down to $1.14 trillion—the lowest level since April 2025.

📉 China continues to reduce its portfolio as part of a long-term shift away from US debt.

🗓 Weekly Market Calendar – (3–7 August 2026)

🗓 3 August Monday 2026
🇹🇷10:00 - Türkiye - Consumer Price Index (CPI) (Monthly) (Jun)
🇹🇷10:00 - Türkiye - Consumer Price Index (CPI) (Annual) (Jun)
🇺🇸16:45 - USA - Purchasing Managers’ Index for Manufacturing (PMI) (Jun)
🇺🇸17:00 - USA - ISM Manufacturing Purchasing Managers’ Index (PMI)

🗓 4 August Tuesday 2026
🇺🇸17:00 - USA - Job Openings and Labor Turnover Survey (JOLTS) (Jun)
🇺🇸PKS - USA - SpaceX (#SPCX) post-IPO first earnings
🇺🇸PKS - USA - AMD (#AMD) earnings report

🗓 5 August Wednesday 2026
🇺🇸15:15 - USA - ADP Non-Farm Employment (Jun)
🇺🇸16:45 - USA - Services Purchasing Managers’ Index (PMI) (Jun)
🇺🇸17:00 - USA - ISM Non-Manufacturing Purchasing Managers’ Index (PMI)
🇺🇸17:30 - USA - Energy Information Administration Crude Oil Inventories
🇺🇸PKS - USA - SanDisk (#SNDK) earnings report

🗓 6 August Thursday 2026
🇺🇸15:30 - USA - Initial Jobless Claims

🗓 7 August Friday 2026
🇺🇸15:30 - USA - Average Hourly Earnings (Monthly) (Jun)
🇺🇸15:30 - USA - Non-Farm Employment (Jun)
🇺🇸15:30 - USA - Unemployment Rate (Jun)
#forex #bitcoin

⚠️✍🏻 Since the start of the ABD-Iran war in February, sulfur prices have increased by 134%.

Sulfur is used in the production of sulfur fertilizer, so this directly affects global food prices.

🇯🇵🇺🇸 For over a year now, the largest coordinated FX intervention by Japan and the U.S. ⚡️

📊 EBS volume is $90 billion; Japan sold up to $59 billion. For the first time since 2011, after the yen reached its weakest level since 1986, the BOJ kept interest rates at 1% and signaled potential increases. The wide interest-rate differential is hardening the yen’s weakness.

BREAKING NEWS: 🇮🇷 Iran directly rejected a new claim by Trump that he agreed to end Iran’s nuclear program and opened the Strait of Hormuz, calling it “completely false,” and said, according to Iranian military officials, to Mehr News that this was a “desperate attempt to manipulate the market.”

🇮🇷 Iran also added that it did not make any request to halt planned attacks, and said it was entirely Trump who chose to stop these attacks by making false statements under the guise of a deal.

#forex #bitcoin #borsa

🚨 Crypto Fear and Greed Index : 27 ,FEAR (2.08.2026)

#Bitcoin #crypto #altcoin #btc #eth

🇯🇵 🇺🇸 Japan’s Foreign Minister Satsuki Katayama will announce on Monday that Japan and the United States have taken joint action to support the yen, according to Reuters.

🔹 Katayama will announce a “joint action” with the United States and add that the “operation is still ongoing”

#Fed and U.S. data increased volatility in commodity markets

In precious metals, movements in the dollar and bond yields, along with shifting expectations regarding the Fed’s monetary policy, were decisive.

🛢#OPEC+ plans to increase quotas in September, then will take a three-month break➕The group’s seven core members will meet virtually on August 2 to approve an increase of 188,000 barrels per day, and then will intentionally pause quota adjustments for at least three months.

⚠️BREAKING: Trump Media transferred assets worth 2.628 BTC (165 MILLION DOLLARS) to Crypto com.

📊The company purchased 11,542 BTC at an average price of around $118,500 and moved 7,281 BTC to exchanges this year

📉Total losses—realized and unrealized—are estimated at $555 MILLION.

#Bitcoin #crypto #altcoin #btc #eth

🚨Breaking News: President Trump says the United States has agreed to cancel an attack on Iran, which would take place at Iran and other Middle Eastern countries' request for a deal.

The agreement would require the immediate and full reopening of the Strait of Hormuz and an end to Iran's nuclear threat.

BREAKING: Nasdaq pauses its approval of CME’s Bitcoin option after the SEC questions CME’s authority.

CME argues that Bitcoin is a commodity under the CFTC’s jurisdiction and not under the SEC’s authority.

This suspension ensures that QBTC remains on hold until the full commission reviews the matter.

#Bitcoin #crypto #altcoin #btc #eth

🚨Strategy, after reporting a $8.2 billion C2 loss, is discussing selling Bitcoin for up to $5 billion.

⚠️CEO Phong Le said the company will sell its Bitcoin “when it thinks it’s appropriate for the company.”

📊The company currently holds 843,775 BTC, which sits on a total cost basis above $10 billion.

#Bitcoin #crypto #altcoin #btc #eth

BREAKING:🇺🇸 Trump Media officially launched a paid service that offers faster access to Trump’s Truth Social posts.

Trading firms pay up to $100,000 per month to get his market-moving posts to the public milliseconds earlier.

Weekly Market Calendar – (3-7 August 2026)

#forex #bitcoin #borsa

Binance's CEO, CZ, responded with "Nothing is 100%" after a $70 million Coldcard shortfall caused panic.

🚨BREAKING: In crypto exchanges’ #SanDisk betting, 23 MILLION $ was liquidated, more than any other altcoin.

🔹The memory chip maker is now ranked third on the crypto liquidation chart, behind only Bitcoin and Ethereum.

🔹Micron, SK Hynix, SOXL, SpaceX, and Apple appear alongside BTC and ETH, according to CoinGlass.

🇺🇸🚨🚨 SpaceX

📉#SPCX closed from its lowest price in history and has lost nearly $1.6 trillion in value since the all-time high level in June

⚠️Arthur Hayes 6,16 milyon adet #SYN hissesini (658 bin dolar) sattı, 3,05 milyon adet #ENA hissesini (248 bin dolar) satın aldı.

🚨#Tether, is now the world’s largest known gold holder beyond banks and nation-states.

📊#USDT issuer bought 14 tons of gold in the last quarter, bringing total reserves to 146 tons—an amount worth $18.8 BILLION, according to Bloomberg