The Market Updates
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The Market Updates
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$1.14 trillion added to the US stock market today as ISM PMI hits a 4-year high.
S&P500 closes above 7,600 for the first time in over 2 months.
S&P500 closes above 7,600 for the first time in over 2 months.
🇵🇰🇮🇷🇺🇸 Pakistan is back in the middle of the Iran-U.S. talks
Islamabad is reportedly preparing to invite Iran's FM Abbas Araghchi and top negotiator Mohammad Bagher Ghalibaf for talks on the American track.
It's a bold move for a country with plenty on its own plate, offering Tehran a friendly room to work out its next steps with Washington.
A neutral-ish venue with ties to both camps is precisely what a fragile back channel needs to hold.
Source: Al Arabiya
Islamabad is reportedly preparing to invite Iran's FM Abbas Araghchi and top negotiator Mohammad Bagher Ghalibaf for talks on the American track.
It's a bold move for a country with plenty on its own plate, offering Tehran a friendly room to work out its next steps with Washington.
A neutral-ish venue with ties to both camps is precisely what a fragile back channel needs to hold.
Source: Al Arabiya
The same signal that triggered the 2017 and 2021 crypto bull run is back.
ISM just hit 55.6, the highest level since 2022.
ISM above 51 signals a growing economy, improving liquidity, and stronger risk appetite.
Every time ISM has held above 55, altcoins have gone parabolic.
If history repeats, Altseason could already be loading for 2027.
ISM just hit 55.6, the highest level since 2022.
ISM above 51 signals a growing economy, improving liquidity, and stronger risk appetite.
Every time ISM has held above 55, altcoins have gone parabolic.
If history repeats, Altseason could already be loading for 2027.
BREAKING: 🇺🇸 Bernstein says the SEC and CFTC will speed up crypto rulemaking if the CLARITY Act fails.
One way or another, crypto clarity is coming.
One way or another, crypto clarity is coming.
BREAKING: BitMine has bought $19.2 Million worth of $ETH, bringing its total holdings to $11.24 Billion.
BREAKING: 🇺🇸 President Trump says new Iran talks begin Monday afternoon.
“I think there is a deal on Hormuz.”
“I think there is a deal on Hormuz.”
HUGE: 🇺🇸 President Trump and White House are pushing Democrats and Republicans to reach an agreement to pass the Clarity Act this week.
Over $10 billion has been lost in major crypto hacks in the last 12 years.
Be careful guys.
Be careful guys.
2025 was the worst bull run ever because we never saw the Bitcoin blow-off top, ETH didn't even break $5k, and the cycle ended without a real altseason.
This is why the losses feel worse, because holding through multiple crashes over the last 5 years meant nothing.
But if you are down 80%, be grateful. Most people lost everything in the October 10th crash, on top of countless rug pulls, hacks, and scams over the last 2 years.
Atleast your portfolio still has a chance to recover and make you rich in a few years. With the Clarity Act signed into law, we will see trillions of institutional capital enter crypto with RWAs, tokenization, and stablecoins.
The next bull run will be the biggest but likely the last one.
This is why the losses feel worse, because holding through multiple crashes over the last 5 years meant nothing.
But if you are down 80%, be grateful. Most people lost everything in the October 10th crash, on top of countless rug pulls, hacks, and scams over the last 2 years.
Atleast your portfolio still has a chance to recover and make you rich in a few years. With the Clarity Act signed into law, we will see trillions of institutional capital enter crypto with RWAs, tokenization, and stablecoins.
The next bull run will be the biggest but likely the last one.
Crypto traders have lost $90 billion in forced leverage liquidations since Oct 10th crash.
🇺🇸 Trump posted a chart showing U.S. crude exports hitting all-time highs and declared America the “King of Oil.”
The numbers check out; weekly exports have smashed previous records in 2026.
Part of it is long-term shale growth.
A bigger part is clearly geopolitics. The Iran war and threats to the Strait of Hormuz have made Middle East barrels less reliable, so the world is pulling harder on American oil.
But...there’s a catch. The same conflict that is boosting U.S. exports has also forced big releases from the Strategic Petroleum Reserve, leaving it at the lowest level in decades.
Global inventories are tight too. Exports are surging, but the safety cushion is thinner than it looks.
The numbers check out; weekly exports have smashed previous records in 2026.
Part of it is long-term shale growth.
A bigger part is clearly geopolitics. The Iran war and threats to the Strait of Hormuz have made Middle East barrels less reliable, so the world is pulling harder on American oil.
But...there’s a catch. The same conflict that is boosting U.S. exports has also forced big releases from the Strategic Petroleum Reserve, leaving it at the lowest level in decades.
Global inventories are tight too. Exports are surging, but the safety cushion is thinner than it looks.
🇺🇸 The 30-year yield climbing to its highest level since 2007, and continuing to rise even after the Fed held rates steady, is one of the cleaner signals the bond market has sent in years.
In peacetime, long-term rates usually move mainly with growth and inflation expectations.
In conflict periods they start pricing something extra.. the cost of sustained government borrowing.
The current rise is being driven by a combination of sticky energy prices (tied directly to the Iran conflict), very large Treasury issuance to fund both the deficit and military operations, and growing investor concern about the long-term fiscal path.
That is why the move happened on the long end of the curve rather than simply tracking the Fed.
This pattern is not new.
Major military commitments have repeatedly pushed governments to issue more debt at the same time inflation pressures appear, forcing long-term rates higher.
The difference today is the speed and the backdrop: credit-card delinquencies already at post-2010 highs, consumer sentiment having hit record lows earlier this year, and the private sector simultaneously pouring record capital into AI.
The Treasury market is effectively saying the conflict is not free, it is being paid for in higher long-term borrowing costs that feed straight into mortgages, corporate debt, and the government’s own future interest bill.
When the 30-year starts making new multi-decade highs while the central bank is on hold, it is usually a sign that fiscal and geopolitical reality has begun to outweigh short-term monetary policy.
That is the message the bond market is sending right now.
Source: KobeissiLetter
In peacetime, long-term rates usually move mainly with growth and inflation expectations.
In conflict periods they start pricing something extra.. the cost of sustained government borrowing.
The current rise is being driven by a combination of sticky energy prices (tied directly to the Iran conflict), very large Treasury issuance to fund both the deficit and military operations, and growing investor concern about the long-term fiscal path.
That is why the move happened on the long end of the curve rather than simply tracking the Fed.
This pattern is not new.
Major military commitments have repeatedly pushed governments to issue more debt at the same time inflation pressures appear, forcing long-term rates higher.
The difference today is the speed and the backdrop: credit-card delinquencies already at post-2010 highs, consumer sentiment having hit record lows earlier this year, and the private sector simultaneously pouring record capital into AI.
The Treasury market is effectively saying the conflict is not free, it is being paid for in higher long-term borrowing costs that feed straight into mortgages, corporate debt, and the government’s own future interest bill.
When the 30-year starts making new multi-decade highs while the central bank is on hold, it is usually a sign that fiscal and geopolitical reality has begun to outweigh short-term monetary policy.
That is the message the bond market is sending right now.
Source: KobeissiLetter
🇺🇸🇯🇵 A photographed memo at Camp David yesterday may have exposed a yen bailout.
Reuters caught the note on Treasury Secretary Scott Bessent's desk showing the U.S. is weighing a $5-10 billion yen buy, and Treasury had already tipped off banks it might storm into the market Friday.
Washington hasn't rescued the yen since 2011, and back then it took an earthquake and a tsunami to justify it. So yeah, kind of a big deal.
The yen is the loose bolt holding the whole dollar system together.
Investors borrow it for almost nothing, flip it into dollars, and shovel it into U.S. stocks and bonds. That quiet flow has been propping up Wall Street for years.
Then the U.S. and Israel hit Iran and oil went haywire. Japan imports nearly all its energy, so the price spike slammed straight into its economy and the bolt started rattling loose.
That's the real reason Washington is scrambling. If this trade unwinds, it drags Wall Street down with it.
Source: Reuters
Reuters caught the note on Treasury Secretary Scott Bessent's desk showing the U.S. is weighing a $5-10 billion yen buy, and Treasury had already tipped off banks it might storm into the market Friday.
Washington hasn't rescued the yen since 2011, and back then it took an earthquake and a tsunami to justify it. So yeah, kind of a big deal.
The yen is the loose bolt holding the whole dollar system together.
Investors borrow it for almost nothing, flip it into dollars, and shovel it into U.S. stocks and bonds. That quiet flow has been propping up Wall Street for years.
Then the U.S. and Israel hit Iran and oil went haywire. Japan imports nearly all its energy, so the price spike slammed straight into its economy and the bolt started rattling loose.
That's the real reason Washington is scrambling. If this trade unwinds, it drags Wall Street down with it.
Source: Reuters
BREAKING: 🇺🇸 Michael Saylor's Strategy plans to sell up-to $5 Billion in $BTC to build its USD reserve.
The breaks down into three parts:
1. Up to $1.25 Billion to top up the reserve.
2. $1.76 Billion a year for dividends and interest.
3. Up to $2 Billion for share buybacks.
The breaks down into three parts:
1. Up to $1.25 Billion to top up the reserve.
2. $1.76 Billion a year for dividends and interest.
3. Up to $2 Billion for share buybacks.
🇮🇷🇴🇲 A tanker just got hit 11 nautical miles off Oman's coast.
UKMTO says an unknown projectile tore into the engine room. Vessel's dead in the water.
A second tanker nearby reported a large explosion close enough to see.
But this is exactly where the last round of tanker attacks happened, right as the "heavy wave" of U.S. strikes on Iran wrapped and retaliation started.
Source: UKMTO
UKMTO says an unknown projectile tore into the engine room. Vessel's dead in the water.
A second tanker nearby reported a large explosion close enough to see.
But this is exactly where the last round of tanker attacks happened, right as the "heavy wave" of U.S. strikes on Iran wrapped and retaliation started.
Source: UKMTO
HOLY SHIT!! THIS IS GETTING WORSE.
Over $71,000,000 in $BTC stolen so far as more Coldcard wallets continue to get drained.
Over $71,000,000 in $BTC stolen so far as more Coldcard wallets continue to get drained.
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