๐บ๐ธ Trump has an event underway. He may say something about Iran again.
๐ฅ๐ฎ๐ท๐บ๐ธ Trump:
We have decimated Iran with fury
The US and Iran held productive talks
This time Iran is truly ready for a deal
I hope we will conclude this
We will not allow Iran to obtain nuclear weapons
We've destroyed everything in Iran
I've decided to suspend strikes on the energy sector
We destroyed, we destroyed, we destroyed
Iran has another opportunity to end its threats to America and its European allies
The stocks are great - DOW 50,000, SP500 7,000, but then Iran showed up
We've started really good negotiations now
We're giving them 5 days
We hope everything works out
Biden is a jerk
Democrats are jerks
We have decimated Iran with fury
The US and Iran held productive talks
This time Iran is truly ready for a deal
I hope we will conclude this
We will not allow Iran to obtain nuclear weapons
We've destroyed everything in Iran
I've decided to suspend strikes on the energy sector
We destroyed, we destroyed, we destroyed
Iran has another opportunity to end its threats to America and its European allies
The stocks are great - DOW 50,000, SP500 7,000, but then Iran showed up
We've started really good negotiations now
We're giving them 5 days
We hope everything works out
Biden is a jerk
Democrats are jerks
๐คฃ23
โ ๏ธ๐ฎ๐ท Iran has no intention of returning to a "pre-war" format of negotiations with the US
Reports of ongoing talks between the US and Iran do not reflect reality.
โ Rasouli, adviser to the Speaker of the Iranian Parliament on political affairs, to Al-Mayadeen
The question of closing the Strait of Hormuz and mining it remains open pending any reckless actions by the US. Trump has no authority to set conditions or deadlines for negotiations. โ Al Jazeera, citing a senior Iranian official
Reports of ongoing talks between the US and Iran do not reflect reality.
โ Rasouli, adviser to the Speaker of the Iranian Parliament on political affairs, to Al-Mayadeen
The question of closing the Strait of Hormuz and mining it remains open pending any reckless actions by the US. Trump has no authority to set conditions or deadlines for negotiations. โ Al Jazeera, citing a senior Iranian official
๐4
โ ๏ธ๐ฌ๐ง๐ฎ๐ท A British destroyer has arrived in the Eastern Mediterranean to protect the base in Cyprus
๐ฅ3
๐ฅโ ๏ธ๐ฎ๐ท Pentagon considering deploying airborne forces to Iran โ NYT
๐คฃ7
โ ๏ธ๐ฎ๐ท Plans to deploy thousands of Marines and sailors to the Middle East remain unchanged โ military sources told CBS News
๐ฑ2
๐ฅ๐ท๐บ Russia will delay amendments to the fiscal rule until 2027 amid a sharp rise in energy prices. The need for spending cuts is also being questioned โ RTRS
๐ฅโ ๏ธ๐ฎ๐ท Israel stated that:
1) there is full coordination between the US and Israel on actions regarding Iran
2) chances of reaching a deal with Iran are very low
3) no direct negotiations between the parties yet
4) combat operations continue according to plans, and the lull in the last few hours is not related to Trump's statements
โ RTRS
Netanyahu, in light of Washington's statements about contacts with Tehran, said Israel continues to strike Iran and Lebanon
1) there is full coordination between the US and Israel on actions regarding Iran
2) chances of reaching a deal with Iran are very low
3) no direct negotiations between the parties yet
4) combat operations continue according to plans, and the lull in the last few hours is not related to Trump's statements
โ RTRS
Netanyahu, in light of Washington's statements about contacts with Tehran, said Israel continues to strike Iran and Lebanon
๐ซ๐ข๏ธ IRGC: Iran has full control over the Strait of Hormuz
1๐9
๐ฅโ๏ธ๐ฎ๐ท IRAN: WAR WILL CONTINUE UNTIL ALL SANCTIONS ARE LIFTED AND COMPENSATION IS PAID
๐ฅ9
๐ฅโ๏ธ๐บ๐ธ๐ฎ๐ท Thousands of US Marines set to arrive in the Middle East on Friday, coinciding with Trump's Hormuz ultimatum deadline โ WSJ
๐ฑ3
โด๏ธ Franklin Templeton:
- Demand for XRP as a "necessity" rather than a speculative instrument is growing among institutional investors
- XRP and XRP Ledger provide real utility for financial infrastructure through instant cross-border payments and tokenization
- Demand for XRP as a "necessity" rather than a speculative instrument is growing among institutional investors
- XRP and XRP Ledger provide real utility for financial infrastructure through instant cross-border payments and tokenization
โด๏ธ BlackRock is making a multi-billion dollar bet on tokenization, predicting it will modernize the financial system and do to Wall Street what the internet once did to mail โ annual shareholder letter
๐ฅ2
โด๏ธโ Whales have been actively increasing ETH purchases over the last 2 days โ Santiment data
โ๏ธโด๏ธ CryptoQuant notes strong whale inflows into BTC, calls to prepare for elevated volatility
๐4
Gm! Welcome to your crypto circus, and today's lineup is especially packed.
So. Jensen Huang walked out at GTC in his leather jacket and announced: we need a trillion dollars worth of chips by 2027. A TRILLION. I don't even have that much in Monopoly money. TAO shot up sixty percent, FET seventy. Render โ plus thirty-four. All of this in a market with a fear index of twenty-eight out of a hundred. Everyone's scared, but buying. Classic crypto.
Now, standards. In one week we got ERC-8004, ERC-8183, and x402 version two. Three standards! In a week! Usually in Ethereum they discuss one EIP for three years, then spend two more implementing it, then fork. But here โ bang-bang-bang. Eighty thousand agents online, a hundred forty million transactions. Though most agents have dust and disappointment in their wallets.
Visa released a CLI for agents. A CLI! Agents can now manage crypto wallets from the command line. Imagine: your AI agent at three a.m. decides it URGENTLY needs to buy a shitcoin. And it has access to your card. What could go wrong?
Circle says stablecoins are the native currency for machines. Stripe launched the Machine Payments Protocol. So machines are now paying each other. Without us. They don't need us. We just sign the invoices.
McKinsey forecasts three to five trillion dollars in agentic commerce by 2030. McKinsey! The same people who charge a million for a PowerPoint and say "you need to optimize." Well, if McKinsey says so โ it'll definitely happen... or definitely won't. Fifty-fifty, as usual.
And my favorite part. The pickaxe era is over. Money is flowing from infrastructure into applications. Compute into agents. Like the gold rush: first everyone sold shovels, now everyone's digging. Question is โ where's the gold? Because we've got ninety-seven percent drawdowns from all-time highs, x402 usage dropping to baseline, and agent wallets with minimal balances.
But you know what? Fear index at twenty-eight, and AI tokens are rallying AGAINST the trend. That's either genius or insanity. In crypto, it's usually both at the same time.
Protect your private keys. Especially from your own agents. Until next time!
So. Jensen Huang walked out at GTC in his leather jacket and announced: we need a trillion dollars worth of chips by 2027. A TRILLION. I don't even have that much in Monopoly money. TAO shot up sixty percent, FET seventy. Render โ plus thirty-four. All of this in a market with a fear index of twenty-eight out of a hundred. Everyone's scared, but buying. Classic crypto.
Now, standards. In one week we got ERC-8004, ERC-8183, and x402 version two. Three standards! In a week! Usually in Ethereum they discuss one EIP for three years, then spend two more implementing it, then fork. But here โ bang-bang-bang. Eighty thousand agents online, a hundred forty million transactions. Though most agents have dust and disappointment in their wallets.
Visa released a CLI for agents. A CLI! Agents can now manage crypto wallets from the command line. Imagine: your AI agent at three a.m. decides it URGENTLY needs to buy a shitcoin. And it has access to your card. What could go wrong?
Circle says stablecoins are the native currency for machines. Stripe launched the Machine Payments Protocol. So machines are now paying each other. Without us. They don't need us. We just sign the invoices.
McKinsey forecasts three to five trillion dollars in agentic commerce by 2030. McKinsey! The same people who charge a million for a PowerPoint and say "you need to optimize." Well, if McKinsey says so โ it'll definitely happen... or definitely won't. Fifty-fifty, as usual.
And my favorite part. The pickaxe era is over. Money is flowing from infrastructure into applications. Compute into agents. Like the gold rush: first everyone sold shovels, now everyone's digging. Question is โ where's the gold? Because we've got ninety-seven percent drawdowns from all-time highs, x402 usage dropping to baseline, and agent wallets with minimal balances.
But you know what? Fear index at twenty-eight, and AI tokens are rallying AGAINST the trend. That's either genius or insanity. In crypto, it's usually both at the same time.
Protect your private keys. Especially from your own agents. Until next time!
๐ฅ8
๐ฆ๐บ๐ Australia (March)
Manufacturing PMI = 50.1 (prev. 51)
Services PMI = 46.6 (prev. 52.8)
Composite PMI = 47 (prev. 52.4)
Manufacturing PMI = 50.1 (prev. 51)
Services PMI = 46.6 (prev. 52.8)
Composite PMI = 47 (prev. 52.4)
โ๏ธ๐ฏ๐ต JAPAN โ CONSUMER INFLATION CPI (Feb)
m/m = -0.2% (exp +0.2% / prev -0.2%)
y/y = +1.3% (exp +1.3% / prev +1.5%)
Core CPI = +1.6% y/y (exp +1.8% / prev +2%)
m/m = -0.2% (exp +0.2% / prev -0.2%)
y/y = +1.3% (exp +1.3% / prev +1.5%)
Core CPI = +1.6% y/y (exp +1.8% / prev +2%)
โ ๏ธ๐ข๏ธ๐ฎ๐ท Israel struck two Iranian energy infrastructure facilities: 2 gas stations attacked โ Fars