Global Markets, Crypto & Iran

Crypto market cap rose 1% to $2.21T as Bitcoin approached $65K, yet traders viewed the equity rally as a rival for capital.

• Top movers: Theta...

• Tesla/SpaceX launch $16.8B Terafab project in Texas, targeting 100M+ sq ft for chips powering Optimus robots, Cybercabs, and space data centers.
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Sam Blackshear, Mysten Labs co-founder and CTO behind the Sui blockchain, is joining Anthropic to focus on defensive AI security research. He cited...

PowerCompute refinanced its full $18 million debt load at an initial 2% APR by pledging 307 BTC as collateral to Arch Lending. The Nasdaq-listed miner...

• Rapid audit surge: 16 volunteers scanned 390 Bitcoin projects in 29.8 hours, uncovering 4,962 potential issues.
• High-severity findings: 720 issues...

Markets paused their August rally as U.S.-Iran peace progress lifted sentiment while Fed Governor Cook signaled readiness to hike rates if...

Record S&P 500 call buying—over 4 million contracts in one session—fueled the recent melt-up via dealer gamma hedging.

This options-driven advance...

GMO's systematic equity process starts from economic reality rather than generic factors.

• Restates accounting distortions to build GMO Economic...

• Market broadening signals opportunity: Narrowing 2026 earnings gap between Mag 7 and rest of S&P 500 favors underappreciated quality companies.
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• Cloudflare launched programmable wallets for AI agents, enabling future stablecoin micropayments for APIs and content.
• This setup supports...

US, EU, and Russian foreign policies are directly affecting energy and commodity trade, with particular impact on oil, refined products, and shipping.

• Equities hit records as S&P 500 and Dow surged 1.8% on tech earnings and peace hopes, with Palantir jumping 29%.
• Oil tumbled over 5% to $76 WTI...

Yen intervention and dollar selling are amplifying a mega-cap tech rally that has lifted the S&P 500 near records and erased July losses.

• Positive...

Strategy sold 1,638 BTC for $104.73 million last week, its third sale this year totaling 5,258 BTC.

• Saylor clarified the "never sell" rule applies...

• Joint Move Friday: US and Japan spent up to $36.58 billion buying yen, first coordinated action since 1998, after yen hit 40-year low near 164.
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• Ripple invests in UK-based ZILO and FCA-regulated Licuido to add regulated transfer agency, asset issuance, and collateral mobility to the XRP...

• Four hyperscalers plan $650 billion in 2027 data-center spending, rising to $1 trillion, directly powering Amazon's 37% AWS surge and $3 trillion...

Even top-tier cold wallets aren't immune. Hackers exploited a random number generator flaw in Coldcard devices to steal $86M in bitcoin across 4,500+...

Bitcoin is trading almost exactly on its 200-week moving average, a level it has stayed above 92% of the time since the metric became available.

Two separate stress signals are converging on risk assets this week.

• Yen markets: US Treasury signals intervention readiness after Japan spent $73...