Market Signals

THE GROWING ROLE OF CAPEX IN INFLATION DYNAMICS - SEEKING ALPHA — via GNEWS

WHY BITCOIN TITAN STRATEGY'S STRC IS FALLING TO NEW LOWS — via DECRYPT

EVERYDAY SAVERS BET BIG ON BITCOIN GIANT STRATEGY'S STRC—NOW IT'S FALLING — via DECRYPT

KALSHI TRADERS SEE GREATER THAN 50% ODDS THE FED WILL HIKE RATES THIS YEAR — via CNBC

CAPITAL B SHAREHOLDERS APPROVE UP TO $120B IN FINANCING CAPACITY FOR BITCOIN STRATEGY — via COINTELEGRAPH

2-YEAR TREASURY YIELD ROCKETS HIGHER AS MANY FED OFFICIALS SIGNAL POSSIBLE HIKE THIS YEAR — via CNBC

S&P 500, NASDAQ, DOW FUTURES EDGE HIGHER AHEAD OF FED RATE DECISION: INTC, SNAP, SOFI, RUM IN FOCUS - STOCKTWITS — via GNEWS

BLACKROCK DEBUTS BITA BITCOIN ETF, TRADING PARTIAL UPSIDE FOR DOUBLE-DIGIT YIELD — via DECRYPT

BITCOIN DOESN'T NEED ETHEREUM-STYLE YIELD, SAYS STRATEGY'S MICHAEL SAYLOR — via COINTELEGRAPH

DOW JONES HITS RECORD, NASDAQ JUMPS 3% AS IRAN DEAL LIFTS MARKETS - MSN - GNEWS

TRUTH SOCIAL: NVLINK MULTICAST IS NOT SUPPORTED ON BLACKWELL "CONFIDENTIAL COMPUTING" LEADING TO 61% PERFORMANCE REGRESSION ON SGLANG QWEN3.5 397B ACC

ETHENA LABS TO ALLOCATE $250 MILLION TO SECURITIZE’S TOKENIZED AAA CLO FUND AS IT DEPLOYS ON SOLANA — VIA THEBLOCK

BITCOIN RISES DESPITE US INFLATION HITTING 3-YEAR HIGH: WHERE WILL BTC PRICE GO? — VIA COINTELEGRAPH

TRUMP ADMINISTRATION URGES JUDGE TO REJECT BID TO BLOCK WHITE HOUSE UFC EVENT - REUTERS — VIA GNEWS

FOR BITCOIN GIANT STRATEGY, CASH IS KEY TO CALMING INVESTORS: JPMORGAN — VIA DECRYPT

STRATEGY BUYS 1,550 BITCOIN AFTER CONTROVERSIAL 32 BTC SALE — VIA COINTELEGRAPH

THE DOWNLOAD: HOW THE WORLD CUP BALL WILL FLY AND OPENAI’S “SUPER APP” — VIA MIT_TECHREVIEW

BITCOIN HOLDS STEADY AFTER SUNDAY'S RALLY, THOUGH FULL-FLEDGED REVERSAL MAY TAKE LONGER — VIA COINDESK

OPENAI READIES ‘SUPERAPP’ PIVOT AHEAD OF PLANNED IPO, FT REPORTS - BLOOMBERG.COM — VIA GNEWS

ISRAEL’S LEBANON OFFENSIVE PUTS TRUMP’S CEASEFIRE STRATEGY ON THE BRINK - RT.COM — VIA RT

$ASML

CFTC COT: MANAGED MONEY $HG NET LONG AT 78TH PERCENTILE (3Y) — LONG_BUILDING

TRUMP FACES NEW REPUBLICAN RESISTANCE IN CONGRESS AS MIDTERM PRESSURES BUILD — REUTERS

BITCOIN, ETHER ETFS END 13- AND 17-DAY OUTFLOW STREAKS AS TRADERS ROTATE INTO EQUITY PERPS AHEAD OF NFP: ANALYSTS — VIA THEBLOCK

BIT DIGITAL (BTBT) FACES CAUTIOUS EARNINGS OUTLOOK BUT WHAT DOES IT MEAN FOR ITS ETHEREUM STRATEGY? - YAHOO FINANCE — VIA GNEWS

TREASURY WARNS BANKS OF RED FLAGS TIED TO CUSTOMERS IN THE U.S. ILLEGALLY — VIA PBS

DOW SLIPS AS STRONG US JOBS DATA SPARKS CHIP SELLOFF, HITS NASDAQ

STRATEGY’S LEVERAGED BITCOIN MODEL HAS FACED ITS FIRST STRESS TEST: GRAYSCALE — VIA COINTELEGRAPH

TRUMP CONFIDENT IN US-INDIA TRADE DEAL

$NVDA

TRUMP APPROVES $700M TO REVIVE US COAL INDUSTRY — BLOOMBERG

CFTC DATA SHOWS MANAGED MONEY NET LONG COPPER AT 80TH PERCENTILE — LONG BUILDING

$MSTR

$RBRK

TRUMP SAYS PULTE WILL ONLY BE TEMPORARY INTELLIGENCE DIRECTOR — BLOOMBERG

SHORT SELLERS BET RECORD AMOUNTS AGAINST STOCKS — MARKET RALLIES ON POTENTIAL TRUMP-IRAN DEAL

TRUMP'S CEASEFIRES FAILING TO STOP MIDDLE EAST VIOLENCE — REUTERS

KIM JONG UN TOURS NEW NUCLEAR SITE, SAYS OUTPUT CAPACITY DOUBLED

EU TARGETS 4 CHINESE FIRMS ACCUSED OF AIDING RUSSIAN DRONES AND WAR EFFORT — Kyiv Post reports the EU is targeting companies for supporting Russia's d

DOW DROPS 620 POINTS — OIL SURGE AND IRAN TENSIONS HIT STOCKS

AI FORENSIC ACCOUNTING SOFTWARE BUILT — VIA HN

GDPx: Measuring Frontier Model Capabilities Across the Most Valuable Domains

Red-Teaming OpenAI's Internal Agent Monitoring Systems

AI can turn public security fixes into working exploits before users receive an update

AI chatbots are recommending fake retail websites, study finds

How Amplitude ships product improvements in 1–2 days with OpenAI

Asian equities retreat amid Nvidia turmoil and rising yields ahead of Anthropic IPO; Bitcoin drops below $70K

New research could lead to faster, trustworthy AI models for climate prediction

Finland detects strike on Russian warship as Zelenskyy meets US envoys

White House discussing Howard Lutnick’s future as commerce secretary, sources say