Market Signals

📊 American National Bank & Trust 13F — AMERICAN NATIONAL BANK & TRUST: $1.2B portfolio, 631 positions (Q2 2026)

📊 Bellecapital International Ltd. 13F — Bellecapital International Ltd.: $625M portfolio, 123 positions (Q2 2026)

CBOE Crude Oil Volatility $63.78 ↑ 2.8% 61th %ile (fear) • KXWTI 8.5% — $117 or above

LIVE UPDATES: BITCOIN SLIPS UNDER $66,000 AS OIL'S SURGE SACKS STRENGTH FROM RISK MARKETS - COINDESK

HERE'S WHY BITCOIN BULLS SHOULD TAKE A CLOSER LOOK AT INTEREST RATES - COINDESK

TRUMP THREATENS TO TARGET IRAN'S BRIDGES AND POWER PLANTS IF HORMUZ ATTACKS PERSIST - BBC

CHINA TO SPEND $3.1 BILLION ON SCRAPPING OLD FREIGHT TRUCKS - ECNS

TRUMP'S 50% TARIFF ON CANADA: TRADE ESCALATION UNDER SECTION 338 - SEEKINGALPHA

NEBIUS ADVANCES ON NVIDIA STAKE DISCLOSURE AMID AI CLOUD SWOON - YAHOO

TSMC PLANS TO RAISE PRICES, SAYS REPORT. STOCK JUMPS. - YAHOO

CARNEY LOOKING AT 'ALL OPTIONS' AS TRUMP ANNOUNCES 50% TARIFFS ON CANADA - BBC

CHINA ALLOWS HUMANITARIAN TRANSFER OF INJURED PERSONNEL FROM ILLEGALLY 'GROUNDED' PHILIPPINE VESSEL AT REN'AI JIAO - ECNS

FLOOD WARNING ISSUED FOR IMJIN RIVER NEAR INTER-KOREAN BORDER AMID DOWNPOURS - YONHAP

CBOE Crude Oil Volatility $62.07 ↑ 3.4% 58th %ile (neutral) • KXWTI 8.5% — $117 or above

WHY ANALYSTS STILL SEE NVIDIA AS THE TOP CHIP STOCK TO BUY FOR Q2 EARNINGS SEASON - YAHOO

CHINA’S TOP AI EVENT DELIVERS MESSAGE TO THE U.S.: WE’RE COMING FOR YOU - WSJ

GOOGLE PLANS NEW ‘FROZEN’ CHIP TO RUN ITS AI MODELS MUCH MORE EFFICIENTLY - THEINFORMATION

STRATEGY SELLS $263.5 MILLION IN MSTR SHARES, BUYS NO BITCOIN AS USD RESERVE TOPS $3.2 BILLION - THEBLOCK

CBOE Crude Oil Volatility $60.02 ↑ 7.4% 50th %ile (neutral) • KXWTI 8.5% — $117 or above

TD COWEN CUTS SMARTER WEB COMPANY PRICE TARGET 36% ON REVISED BITCOIN OUTLOOK - THEBLOCK

Crude Oil Futures $83.90 ↑ 2.6% 37th %ile • KXWTI 8.5% — $117 or above

Crude Oil Futures $81.78 ↑ 4.5% 37th %ile • KXWTI 8.5% — $117 or above

WORLD CUP FINAL DRIVES BILLIONS IN BETS ON KALSHI AND POLYMARKET - NYT

CHINESE AI MODEL TAKES U.S . TECH INDUSTRY BY SURPRISE – NBC 5 DALLAS - FORT WORTH

N. KOREA WARNS OF 'CHAIN OF COUNTERMEASURES' OVER U.S.-LED RIMPAC EXERCISE - YONHAP

CHINESE AI MODEL TAKES U.S . TECH INDUSTRY BY SURPRISE – NBC 7 SAN DIEGO

CHINA SOUTHERN LAUNCHES URUMQI–SEOUL SERVICE VIA YANTAI - ECNS

Crude Oil Futures $81.77 ↑ 4.5% 35th %ile • KXWTI 8.5% — $117 or above

VISA BACKS OPEN USD WITH NEW STABLECOIN PLATFORM AS CIRCLE FACES FRESH COMPETITION - COINDESK

VISA LAUNCHING INTERNAL STABLECOIN PLATFORM FOR CLIENTS THAT PROVIDES ACCESS TO OUSD: REPORT - THEBLOCK

CHINA'S FIRST 2,000-TON HYDROGEN FUEL CELL-POWERED CARGO SHIP LAUNCHED IN GUANGDONG - ECNS

RARE-EARTH COSTS SURGE OVER 20% FOR JAPANESE FIRMS, SURVEY SHOWS - NIKKEI

CBOE Crude Oil Volatility $55.91 ↓ 5.2% 30th %ile (neutral) • KXWTI 8.5% — $117 or above

STMICROELECTRONICS (STM): BEST PERFORMING SEMICONDUCTOR STOCKS TO INVEST IN - YAHOO

TAIWAN SEMICONDUCTOR TOPS Q2 TARGETS ON LEADING-EDGE CHIP DEMAND - YAHOO

STRATEGY CEO SAYS COMPANY ISN’T GOING ANYWHERE AS BITCOIN BUYER, SEES DEBT CONCERNS ONLY BELOW $10,000 BTC - THEBLOCK

COINBASE'S JESSE POLLAK STEPS BACK FROM BASE APP LEADERSHIP AFTER ADMITTING HIS CRYPTO SOCIAL STRATEGY FAILED - COINDESK

CARGO THROUGHPUT OF CHINA'S NATIONAL LOGISTICS HUBS GROWS BY 5.5% IN 2025 - ECNS

FIRST SHIPMENT OF SERBIAN WINE ARRIVES IN HEBEI VIA CHINA-EUROPE FREIGHT TRAIN - ECNS

OPENAI’S GROWING CHALLENGES NARROW ITS IPO WINDOW - WSJ

SOUTH CHINA PORT EXPORTS SURGE 23.8% VIA NEW TRADE CORRIDOR IN H1 - ECNS

LIVE UPDATES: BITCOIN RISES PAST $63,000 AFTER INFLATION COOLED IN JUNE - COINDESK

STRATEGY’S NO-BITCOIN-BUY WEEK SHOWS ‘GREATER BALANCE-SHEET DISCIPLINE,’ ANALYSTS SAY - THEBLOCK

CBOE Crude Oil Volatility $60.25 ↑ 34.9% 47th %ile (neutral) • KXWTI 8.5% — $117 or above

JAPANESE TRAVEL AGENCY JTB BETS ON BOOM IN INBOUND BUSINESS TRAVEL - NIKKEI

MICHAEL SAYLOR POSTS CRYPTIC STRATEGY CHART AFTER $216 MILLION BITCOIN SALE: ‘ORANGE DOTS TELL ONLY PART OF THE STORY’ - THEBLOCK

TRUMP ORDERS NEW STRIKES "TO HOLD IRANIAN FORCES ACCOUNTABLE," CENTCOM SAYS - CBS

STANDARD CHARTERED KEEPS $100K BITCOIN TARGET — CALLS STRATEGY SELLOFF A "COMMUNICATION CHALLENGE, NOTHING MORE"

US NUCLEAR REGULATOR SEEKS SIMPLER ENVIRONMENTAL REVIEWS TO BOOST NUCLEAR EXPANSION - ZEROHEDGE

NEW HAMPSHIRE’S $100 MILLION BITCOIN BOND PROPOSAL FAILS TO PASS FINAL VOTE - THEBLOCK