The AI pyramid: major investments in data-center leases and chip purchases are not reflected on companies’ balance sheets.

WSJ estimates US AI big tech’s off-balance-sheet liabilities at $3 trillion, against just $600 billion in capex. Alex Krüger called it “the largest bubble in stock-market history.”

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Crypto flash

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Crypto flash

Hedge funds and asset managers lifted Nasdaq 100 futures shorts to a record.

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Crypto flash

💸 US Dollars Shield Japan Debt

The US is printing dollars to stop Japan from dumping $1.4 trillion in US debt.

US-Japan interventions have so far failed to save the yen.

Finance Minister Scott Bessent is warning the Federal Reserve to expand FIMA for Japan, or the yen will collapse and drag down the Treasury market.

FIMA repo lets foreign central banks raise dollars by selling US Treasuries to the Federal Reserve and agreeing to buy them back.

✅@futures

Crypto flash

About half of Venezuela’s oil is currently exported to the US, the US Energy Department says.

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Crypto flash

❌China Cuts U.S. Treasury Holdings

China continues selling U.S. Treasuries. Its holdings fell to their lowest level since 2008.

Over the year, China’s holdings dropped from $731.4 billion in June 2025 to $633.4 billion in June 2026.

China once held the most U.S. government debt, reaching a record $1.13 trillion in February 2019. Japan took first place in June 2019 and remains the largest holder. China is now selling U.S. government debt and buying gold.

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Crypto flash

No developed economy prints as much money as Canada, which roughly doubles its monetary base every 8 years.

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Crypto flash

Sugar takes off, but coffee doesn't yet, analysts: “Coffee without sugar is money down the drain.”

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Crypto flash

Hyperliquid: HYPE >70, +20% on Trump's shill

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Crypto flash

Moderna shares rose 150% in an hour after successfully completing final Phase 3 trials of a skin cancer vaccine that prevents recurrence after surgery.

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Crypto flash

💵US Bond Intervention

Bessent has become the most interventionist US Treasury chief in decades, BBG reports.

Yesterday, the US Treasury doubled purchases of “long” bonds to curb extremely high government bond yields. Trump urged Americans not to worry about bond-market volatility. Experts identified the Treasury’s red line as a 5.30% yield on 30-year bonds.

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Crypto flash

This is how wealthy people stay wealthy.

- Scott Galloway

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Crypto flash

⚡️ JUST IN: Trump says Iran would have used a nuclear weapon to destroy Israel and the entire Middle East.

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Crypto flash

Michael Saylor, Bitcoin’s largest institutional holder, likely sold at the cycle bottom for the second cycle in a row.

Save these indicators.

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Crypto flash

Swiss Franc > USD

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Crypto flash

The market has officially rejected Bessent's buyback.

30yr yields have almost completely erased their post buyback moves.

We saw the same result with the Yen intervention.

The intervention buys hours, not days.

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Crypto flash

This veteran trader explains how to let your profits run.

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Crypto flash

Stanley Druckenmiller on how great traders think about risk

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Crypto flash

wtf

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Crypto flash

⚡️ JUST IN: 🇺🇸🇮🇷 US House Speaker says the Iran war is expected to enter a new phase soon.

✅@futures

Crypto flash