Bitcoin Closes Its Best Quarter Since 2024 Up 43% With Open Interest at a March Low and Puts Stacked at $75,000
Traders are buying October calls and December downside protection at once, which describes a market expecting a rally then hedging...
Modi and Trump Hold First Call Since June as a New US Law Allows 100% Tariffs on Buyers of Russian Oil
India cannot resolve this through trade concessions alone, because the exposure runs through its energy sourcing rather than its bilateral...
Seven Truth Social ETFs Hold $110 Million and Drew Under $5 Million This Year While Dan Ives Single Fund Passed $1 Billion
Yorkville is assembling a merchant bank around Trump-linked products, crypto, AI and a retail-famous analyst, with ambitions far ahead of...
Trump to Announce $200 Billion of Korean Energy Investment Including Eight Nuclear Plants, With Seoul Yet to Confirm
The package covers eight reactors, a 6-gigawatt Texas plant and $54 billion for an Alaska LNG project that still has...
Global Capital Funding US AI Boom; Foreign Investors (Asia SWFs, Gulf, Pensions) Deploying ~$500B (Bonds $250B + Bank Loans $250B); JPMorgan Flags Off-Balance-Sheet Risk; 5 Hyperscalers Concentration; Asia Inference Demand Close-to-Users; Energy Bottleneck Gas Turbines
JPMorgan's Charles Wu (SuperReturn Singapore): foreign banks/institutional investors (Asia, Gulf, pensions, SWFs, insurance) funding US AI capex expansion (~$1T total)....
Apple iPhone Duo Targets 6M Units 2026; $1,999 October Release; Counterpoint Forecast; Foldable Segment +13% to 22.9M Units; iPhone 18 Pro China +12% vs iPhone 17 Pro; Apple 33% China Share; Component-Cost Pressures Favor Premium Pricing
Counterpoint Research: Apple iPhone Duo 6M units 2026 (priced $1,999, October release). IDC: foldables +13% to 22.9M units with iPhone...
US Fund Mariner Atlantic Files Criminal Complaint vs Radiant World in Switzerland; Fraud & Money Laundering; $50M Credit Facilities; Falsified Trade Documents; Founder Pinkesh Nahar Named; Singapore Police Investigation; KPMG Restructuring; Multi-Jurisdiction Crisis
Mariner Atlantic Multi-Strategy LLC filed criminal complaint with Geneva Public Prosecutor (Sept 14) against Radiant World + related entities: fraud,...
Markets Wrap Sept 30: PCE Inflation Catalyst; S&P Futures +0.2%, Treasuries Edged Higher; 30-Year Yields Highest Since 2002 (RBC Eyes 6%); Micron AI Earnings Test; Narrow Breadth (Index 52-Week High, Average Stock Down); OpenAI $30B at $1.4T; France Inflation Accelerating
S&P 500 futures +0.2%; Treasuries edged higher ahead of PCE inflation (expected acceleration). 30-year yields hit highest since 2002; RBC:...
Lithium Futures Crash 25% in September China; 160K→120K Yuan/Ton; Battery Overcapacity, New Project Construction Suspended; Consumption Tax; CATL Weakness; EV Demand Sluggish; ESS Production > Installations; Some Analysts See Sentiment Overreaction; Supply Deficit Rest of Year Support
Chinese lithium carbonate futures -25% September (160K yuan to
Cboe & S&P DJI Extend SPX Options Licensing 25 Years (Through 2051); May Explore Tokenized Derivatives; 970.6M Contracts 2025; Smart-Contract Automation; Nasdaq/NYSE/DTCC Tokenization Wave; Centrifuge SPXA, Hyperliquid Perps
Cboe + S&P Dow Jones extended exclusive S&P 500 Index options agreement 25 years through 2051. New clause: may collaborate...
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