🔥 FORMER OPENAI TALENT PLACES A NEAR-$8.5B SHORT BET ON AI CHIPS

Leopold Aschenbrenner, a former OpenAI researcher and the man behind Situational Awareness LP, has just caught the market’s attention after the latest 13F filing showed that his fund is holding about $8.46B in put options targeting AI chip and semiconductor stocks.

Notable positions:

🖤 SMH ETF: ~$2.04B puts
🖤 NVIDIA: ~$1.57B puts
🖤 Oracle: ~$1.07B puts
🖤 Broadcom: ~$1.01B puts
🖤 AMD: ~$969M puts

But the story is not as simple as saying he’s bearish on AI.

In fact, Situational Awareness is still long several stocks tied to AI infrastructure, such as Bloom Energy, CoreWeave, SanDisk, and other companies connected to energy and data centers.

In other words:
🟢 He is not shorting all of AI
🔴 He may be shorting the part of the market that has become overheated: chips, GPUs, semiconductors, and AI hardware

One important detail: The $8.5B figure is the notional value of the put options reported in the 13F filing. That does not mean the fund actually deployed $8.5B in cash to make the short bet. Also, 13F data is only a snapshot as of 03/31/2026, so there is no guarantee the positions remain unchanged today.

@BackcomGlobal #OpenAI #Nvidia

🆗 WORLD CUP DRIVES KALSHI VOLUME TO RECORD HIGHS

Kalshi just recorded a record weekly spot trading volume of $7.52B.
The biggest driver came from the sports segment, as the World Cup is helping push volume higher:

🖤 Sports volume: $5.44B
🖤 Non-sports volume: $2.09B

🖤 This is the first time non-sports volume has surpassed $2B

Meanwhile, markets related to crypto, economic data, elections, and financial events are also starting to attract larger capital flows.

🖤 World Cup is the short-term catalyst, but non-sports is the long-term signal to watch

Kalshi is showing that prediction markets are no longer just a niche, but could become a new product layer within the regulated financial market.

🤔 Part of the market is also questioning transparency as Prediction Markets become increasingly popular!

@BackcomGlobal #Kalshi #PredictionMarkets

🇺🇸🇮🇷 U.S. TEMPORARILY EASES IRAN OIL SANCTIONS FOR 60 DAYS

The U.S. Treasury has issued a general license allowing the production, transportation, and sale of Iranian-origin crude oil, petroleum products, and petrochemicals until August 21, 2026.

Notably, the license also covers related services such as banking, insurance, and shipping, potentially allowing Iranian oil exports to resume in the short term.

However, this is only a temporary easing measure — not a full removal of sanctions on Iran.

🟢 Short-term impact: oil supply could increase
🔴 Key risk: the deal still depends on U.S.-Iran negotiation progress
⚪️ Oil markets may remain highly volatile in the coming weeks

❗️ This information is for reference only and not investment advice.

@BackcomGlobal

🔴 U.S. Economic Calendar (UTC) | Week 04 - June 2026

Specifically, Thursday this week will be packed with several key economic indicators released in the same 00:30 PM time window:

PCE Index🖤Q1 GDP🖤Initial Jobless Claims

In addition, there are other major highlights to watch:
🖤 01:45 PM, Tuesday: Manufacturing & Services PMI (June)
🖤 02:00 PM, Wednesday: New Home Sales (May)
🖤 08:30 AM, Thursday: Fed Balance Sheet
🖤 12:30 PM, Friday: Goods Trade Balance (May)

Stay alert to the news so you can manage your positions proactively!

🖤 Current probabilities for the upcoming Fed interest rate decision on July 29 (UTC), according to Kalshi:
- No Change: 77%
- 25 bps Cut: 2%
- 25 bps Hike: 23%

View News Source

🟠 View the list of crypto rebate exchanges HERE

Wishing everyone an effective trading week! 😎

📱 Website | 📱 Private Messenger

@BackcomGlobal #EconomicsCalendar

💰 BINGX #BXTREME: EARN POINTS – REDEEM REWARDS – HUNT WORLD CUP DEALS 🆗

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@BackcomGlobal #BingX #WorldCup

🔥 FUN FACT: THE TRUMP EMPIRE'S TOTAL ASSETS UNDER MANAGEMENT ARE ESTIMATED AT AROUND $3-$4+ BILLION

The Trump family is not only involved in politics, but also possesses a vast "wealth empire" spanning various business sectors.

Estimates suggest that the total consolidated net worth (AUM) associated with the Trump ecosystem could range around $3-$4 billion USD, although the actual figure for his personal wealth remains a subject of debate.

Key asset segments include:
🖤 ​​The Trump Organization
🖤 ​​Global Golf & Winery
🖤 ​​Investing in former fashion brands & licensing
🖤 ​​Licensing for trademarks, books, media & politics
🖤 ​​Kushner Companies & Urban Real Estate

🔻 It's worth noting that much of the value of the "Trump empire" lies not only in tangible assets, but also in brand power, licensing rights, and media influence.

In other words:

Trump didn't just build real estate, he built a brand that can be valued as an asset.

@BackcomGlobal #Trump #AUM #RealEstate #Business

🇺🇸 The U.S. Senate passes a bill banning the Fed from issuing CBDC until 2030

The U.S. Senate just passed a bipartisan housing bill that includes a provision banning the Federal Reserve from issuing or creating a CBDC through 2030.

👍 The bill passed with an overwhelming 85–5 vote, but still needs to be passed by the House and signed by the President before officially becoming law.

This shows that the stance against the “digital dollar” in the U.S. is becoming increasingly clear, especially as many lawmakers worry that a CBDC could pave the way for excessive financial surveillance.

@BackcomGlobal

⚪️ MICRON SET TO REPORT EARNINGS – CHIP SECTOR FACES A MAJOR TEST

Micron Technology (MU) is set to release its earnings report after the U.S. market close, around 4:30 PM EDT on June 24, equivalent to 8:30 PM UTC on June 24.

This is a highly important event, especially after the semiconductor sector just went through a sharp sell-off!

🤔 The market is now asking one big question:

🖤 Is the AI + memory chip + data center story still strong enough to sustain the rally?
🖤 Or has the chip sector become overheated after a long run-up driven by AI expectations?

🖤 Micron’s report this time could become a key signal for the entire semiconductor space, especially regarding AI memory demand, profit margins, and the outlook for data infrastructure spending in the coming period.

@BackcomGlobal

🔥 MICRON ($MU) “EXPLODES” WITH Q3/FY2026 EARNINGS – AI MEMORY IS STILL RUNNING HOT

Micron Technology has just released its Q3/FY2026 earnings report at ~08:00 PM, 06/24 (UTC), and the results can be considered a major beat against expectations.
🖤 Revenue: $41.46B
🖤 Adjusted EPS: $25.11/share
🖤 Gross margin: around 84.6%
🖤 MU stock jumped strongly after hours

The key highlight is not only the Q3 numbers, but also Q4 guidance:
🟢 Micron expects Q4 revenue of around $50B ± $1B
🟢 Adjusted EPS is expected to be around $31/share
🟢 Gross margin could rise to around 86%

The AI + HBM + data center story is still driving Micron extremely strongly.

🖤 Micron is no longer being viewed simply as a cyclical memory stock, but increasingly as a critical link in AI infrastructure, especially as demand for memory chips used in AI servers continues to outpace supply.

🟢 In addition, the company also announced approximately $22B in long-term supply agreements with 16 strategic customers, showing that demand is not only strong in the short term, but also appears to be “locked in” through multi-year contracts.

Old Man BTC bounced right after $MU pumped 😄

@BackcomGlobal #Micron #MU

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@BackcomGlobal #OKX

🚨 WARNING: ZachXBT Suspects AscendEX is Facing Liquidity Issues – Delayed Withdrawals!

On-chain detective ZachXBT has issued a warning to the community about the centralized exchange AscendEX (formerly Bitmax).

Details:
🟢 Multiple users have reported that withdrawal requests are being delayed for many days to several weeks, and in some cases, not processed at all.
🟢 After checking the exchange’s hot wallets on Arkham and TRM Labs, ZachXBT found a significant shortage of major tokens such as $ETH, $USDT, $SOL...
🟢 This suggests the platform may be facing liquidity problems.

About AscendEX:
🟣 Founded in 2018 by George (Jing) Cao and Ariel Ling.
🟣 In December 2021, the exchange was hacked by the Lazarus Group, with estimated losses of around $78 million.

AscendEX has not yet issued an official response to these allegations.

⚠️ Advice:

Users who are holding assets on AscendEX should consider withdrawing to their personal wallets immediately and monitor the situation closely. Avoid depositing any additional funds at this time.

Source: ZachXBT’s post & reputable crypto news outlets (PANews, CryptoTimes...)

@BackcomGlobal

🔥 ARE THE MEMORIES OF LEHMAN BROTHERS COMING BACK?

Lee Robinson – the fund manager who reportedly made around 900% during the 2008 financial crisis by betting against the collapse of the U.S. subprime mortgage market – is now warning about a new risk in the financial system:

“The private credit market, worth roughly $1.8 trillion.”

What stands out is that Private Credit has grown rapidly in recent years, becoming an alternative source of funding to traditional banks for many businesses.

But the problem lies here:
🖤 The market is getting bigger
🖤 Transparency is lower than in public bond markets
🖤 Liquidity risk may be underestimated
🖤 Many insurers and financial institutions are becoming more deeply connected to this sector

According to Robinson, the current environment somewhat resembles the period before the Lehman Brothers collapse in 2008.

On the surface, markets still look relatively calm, credit spreads remain low, but underneath, may be quietly building up.

🔻He is not saying with certainty that private credit will become the “next Lehman Brothers.” Instead, he is warning that this could become a major weak spot if the economy falls into recession or if corporate defaults rise sharply.

🔻 More importantly, Robinson is not directly shorting private credit. Instead, he is betting on the potential spillover effects through insurance companies linked to this sector, using credit default swaps.

@BackcomGlobal

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@BackcomGlobal #BingX

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@BackcomGlobal

🔸 BINANCE TEMPORARILY BANNED FROM PROVIDING SERVICES IN THE EU MARKET

Binance is forced to temporarily suspend services across the European Union starting July 1, 2026, because it failed to obtain the MiCA license before the deadline.

🏙 Main reasons:

🖤The license application submitted in Greece was rejected.
🖤 Binance has withdrawn the application and will resubmit in another EU country.
🖤 Regulatory authorities in Greece, Ireland, and Latvia expressed concerns over Binance’s complex legal history (including fines related to money laundering), complex corporate structure, and high-risk culture.

Yi He (Co-CEO of Binance) stated that this is a normal regulatory challenge for a new industry (comparing it to Uber and Airbnb). She affirmed that the EU remains an important market despite accounting for only a small percentage of volume, and Binance is committed to close cooperation with regulators to build trust and comply with the highest standards.

@BackcomGlobal

🏠 OKX PARTNERS WITH ICE (NYSE PARENT) TO ESTABLISH MAJOR JOINT VENTURE

OKX and ICE (Intercontinental Exchange — parent company of the New York Stock Exchange - NYSE) have established a 50/50 joint venture to bridge traditional financial markets with the crypto ecosystem.

The joint venture will operate as a U.S.-registered broker-dealer and futures commission merchant (FCM), pending regulatory approval.

✔️ Key objectives:

🖤 Bring ICE futures markets and NYSE tokenized equities to OKX’s 120 million users.
🖤 Targeted rollout in the second half of 2026.

👤 Co-chaired by:

🖤 Andrew Cuomo — former Governor of New York
🖤 Trabue Bland — Senior Vice President of Futures Markets at ICE

This deal follows ICE’s strategic investment in OKX in March 2026, which valued the company at $25 billion and secured ICE a seat on OKX’s board of directors.

@BackcomGlobal

🔈 JUNE 30: THE DAY THE MARKET AWAITS SIGNALS FROM STRATEGY

🖤 Strategy’s preferred stock STRC has been falling sharply and is currently trading around $73–75, well below the $100 level the product aims to maintain in order to attract capital for buying Bitcoin.

🖤 June 30 is a key date because Strategy will update the monthly dividend rate for STRC. The current nominal dividend stands at 11.5% per year and has remained unchanged for 4 consecutive months, even as STRC’s price has declined significantly.

🖤 At the current price level, investors are demanding a real yield close to 15%. The market believes the existing dividend rate is no longer attractive enough relative to the risk.

🖤If Strategy increases the nominal dividend → the cost of capital will rise.
🖤If it does not increase → STRC may continue to lose investor confidence, clogging the channel for raising new funds to buy Bitcoin.

STRC is one of the important channels helping Michael Saylor raise capital to buy more Bitcoin. However, when the price falls too far from the $100 mark, the market is no longer just looking at the dividend.

The market is watching to see whether Saylor’s “Bitcoin capital-raising machine” is still running smoothly — or whether we’re waiting for the “Ponzi” to come to an end?

@BackcomGlobal

🪙 MIKE NOVOGRATZ: BITCOIN WILL MOVE SIDEWAYS UNTIL NEW CATALYSTS EMERGE

🖤Galaxy Digital CEO Mike Novogratz believes Bitcoin’s upward momentum currently hinges on two key factors:

🖤Passage of the CLARITY Act (the bill that provides clear regulatory framework for the crypto market).
🖤 Fed interest rate cuts.

Novogratz stated that without these two catalysts, Bitcoin is likely to remain stuck in its current range and will struggle to establish a strong upward trend.

He noted that the market is waiting for clear policy signals from the U.S. before gaining new momentum.

📌Note:

Novogratz maintains a long-term bullish outlook, believing that both the CLARITY Act and Fed monetary easing will eventually materialize.

@BackcomGlobal

🔥 US STRIKES IRAN FOR THE 2ND CONSECUTIVE DAY

The US continues to strike Iranian targets around the Strait of Hormuz, in response to Tehran’s “continuous aggressive actions”.

Iran is accused of launching a drone attack on tanker M/T Kiku on Saturday morning.

🖤 Targets struck this time include:

🖤 Military surveillance infrastructure
🖤 Communication systems
🖤 Air defense
🖤 Drone warehouses
🖤 Iran’s mine-laying capabilities

Hormuz heating up again, will oil have a big GAP tomorrow guys? 😄

@BackcomGlobal