BTC taps $76k as traders price in Iran's growing willingness to end uranium enrichment before July.

WH Sr. Adviser Hassett at it again: There is room for the Fed to cut.

Hassett's buddy Kevin Warsh is about to get confirmed as Fed Chair.

🚨Kevin Warsh, President Donald Trump's nominee for Fed chair, has disclosed assets with his wife Jane Lauder that total at least $192 million -Bloomberg

OpenAI’s $852bn valuation is under increasing scrutiny from its own backers as the group switches focus to the enterprise market and tackling competition from Anthropic -FT

Israel-Lebanon talks at the U.S. State Department have begun

Bullish

🚨US CENTCOM: More than 10,000 US sailors, marines, and airmen, over a dozen warships, and dozens of aircraft are executing a mission to blockade ships entering and departing Iranian ports.

IMF urges members to be prepared for market dysfunction, liquidity squeeze

That comes later, in 2027

Iran has said there is still no agreement with the US -CNN

Funny how BTC still reacts to FUD coming from Iran. Me and you ain't selling but manipulators still try to milk it.

Sec Wright on Iran blockade: We put the military pressure on Iran to degrade their capacities to menace the region, and now, we're going to put an economic squeeze on them, end their oil revenues from coming out of their country. This is the way to bring this conflict to an end.

Iran getting r*ped right now

The US will allow the temporary waiver of sanctions on Iranian oil on the sea to expire this week - two US officials.

Btc dumping again on this. Just like with tariffs, they will sign a peace deal only when markets stop reacting to news about negotiations.

Ripple CEO Brad Garlinghouse expresses continued optimism on the Clarity Act, stating that peak frustration is when compromise finally happens

Why would Ripple care about the Clarity Act, they've been hiring call centers to dump on retirees since 2017

Trump: second round of talks with Iran could take place in Pakistan within the next two days

Treasury warns banks in Oman, China, Hong Kong and the UAE about handling Iranian money

Max pressure on Iran to make a deal

Hastra, the largest player in blockchain based private credit with 70% market share, is expanding its use of Chainlink as official oracle infrastructure. The move will allow Hastra to bring the $20 billion Home Equity Lines of Credit (HELOC) and auto loans market onchain.

Trump tells NY post we're more 'inclined' to go to Pakistan for Iran talks

Bullish

Iran says it has established alternate trade routes through Russia, Central Asia, and China, claiming any blockade will backfire and become "America's biggest regional mistake.

🚨Crude under $92

Oil knows a peace deal is coming soon

Kraken co-CEO Arjun Sethi confirmed Kraken has confidentially filed for a US IPO at $13.3B valuation. Kraken had initially targeted a Q1 2026 listing but pushed back the timeline amid Iran tensions.

Hassett on AI: It is raising the productivity of small and large businesses.

The AI led productivity boom thesis is about to go mainstream. Most still have no idea how dovish Warsh is going to be this year.

1-year breakevens fell back to pre war levels last week. Breakevens reflect 1-year inflation expectations priced in by those holding US gov debt.

For now, big money is buying back into the official "inflation is under control" narrative.

The US will not renew sanctions waiver on Iranian oil -Reuters

Another huge L for the IRGC.