> THE IRAN ENERGY CRISIS WILL DRIVE GLOBAL ELECTRIFICATION, IEA CHIEF FATIH BIROL SAYS
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> SPACEX SIGNS COMPUTING POWER DEAL WITH OPEN-SOURCE AI STARTUP REFLECTION WORTH UP TO $6.3 BILLION - CNBC
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> IRAN'S FOREIGN MINISTRY SPOKESPERSON: TEHRAN DID NOT NEGOTIATE THE NUCLEAR ISSUE AND DID NOT ACCEPT ANY NEW COMMITMENTS IN SUNDAY'S TALKS IN SWITZERLAND
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> STOCKS OF CRUDE OIL IN THE US STRATEGIC PETROLEUM RESERVE FALL BY ABOUT 9.1 MLN TO 331.2 MLN BARREL LAST WEEK, LOWEST SINCE 1983
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> ECB'S LAGARDE: RENMINBI'S UNDERAPPRECIATION JUSTIFIES DISCUSSIONS OF EXCESSIVE IMBALANCES AT G7
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> US ALLOWS IRAN OIL SALES IN DOLLARS
THE U.S. TREASURY APPROVED A TEMPORARY WAIVER ALLOWING IRAN TO SELL CRUDE OIL, PETROCHEMICALS, AND PETROLEUM PRODUCTS IN DOLLARS THROUGH AUG. 21, 2026. THE MOVE MARKS A MAJOR SHIFT IN SANCTIONS POLICY AS WASHINGTON AND TEHRAN NEGOTIATE OVER THE STRAIT OF HORMUZ, NUCLEAR INSPECTIONS, AND BROADER SANCTIONS RELIEF. THE WAIVER COULD PROVIDE IRAN GREATER ACCESS TO FOREIGN CURRENCY AND OIL REVENUES.
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THE U.S. TREASURY APPROVED A TEMPORARY WAIVER ALLOWING IRAN TO SELL CRUDE OIL, PETROCHEMICALS, AND PETROLEUM PRODUCTS IN DOLLARS THROUGH AUG. 21, 2026. THE MOVE MARKS A MAJOR SHIFT IN SANCTIONS POLICY AS WASHINGTON AND TEHRAN NEGOTIATE OVER THE STRAIT OF HORMUZ, NUCLEAR INSPECTIONS, AND BROADER SANCTIONS RELIEF. THE WAIVER COULD PROVIDE IRAN GREATER ACCESS TO FOREIGN CURRENCY AND OIL REVENUES.
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> FRANKLIN TEMPLETON COMPLETED THE ACQUISITION OF 250 DIGITAL AND ESTABLISHED ITS CRYPTO ARM, FRANKLIN CRYPTO — LINK
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> TRUMP SAYS IRAN TO ACCEPT NUCLEAR INSPECTIONS
TRUMP SAYS IRAN WILL AGREE TO MAJOR WEAPONS INSPECTIONS TO ENSURE FUTURE “NUCLEAR HONESTY.” THE STATEMENT SIGNALS EXPECTATIONS OF EXPANDED MONITORING AS PART OF ONGOING NUCLEAR-RELATED NEGOTIATIONS.
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TRUMP SAYS IRAN WILL AGREE TO MAJOR WEAPONS INSPECTIONS TO ENSURE FUTURE “NUCLEAR HONESTY.” THE STATEMENT SIGNALS EXPECTATIONS OF EXPANDED MONITORING AS PART OF ONGOING NUCLEAR-RELATED NEGOTIATIONS.
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> ETHLABS, FOUNDED BY FORMER ETHEREUM FOUNDATION CONTRIBUTORS AND FUNDED BY BITMINE, SHARPLINK AND JOE LUBIN, LAUNCHES TO ACCELERATE ETHEREUM’S INSTITUTIONAL SUPERCYCLE — PR
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> SEASONALITY BECOMES PROGRESSIVELY LESS SUPPORTIVE AS BITCOIN MOVES THROUGH THE SUMMER MONTHS.
AVERAGE MONTHLY RETURNS DECLINE BEGINNING IN APRIL BEFORE REACHING THEIR LOW IN SEPTEMBER. MEDIAN RETURNS FOLLOW THE SAME TRAJECTORY — LINK
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AVERAGE MONTHLY RETURNS DECLINE BEGINNING IN APRIL BEFORE REACHING THEIR LOW IN SEPTEMBER. MEDIAN RETURNS FOLLOW THE SAME TRAJECTORY — LINK
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> TRUMP BACKS “EL TIGRE” FOR COLOMBIA
TRUMP CONGRATULATES ABELARDO DE LA ESPRIELLA, CALLING HIM “EL TIGRE” AND SAYING HE LOOKS FORWARD TO STRENGTHENING A POWERFUL PARTNERSHIP BETWEEN COLOMBIA AND THE UNITED STATES.
— PRESIDENT DONALD J. TRUMP
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TRUMP CONGRATULATES ABELARDO DE LA ESPRIELLA, CALLING HIM “EL TIGRE” AND SAYING HE LOOKS FORWARD TO STRENGTHENING A POWERFUL PARTNERSHIP BETWEEN COLOMBIA AND THE UNITED STATES.
— PRESIDENT DONALD J. TRUMP
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> JPMORGAN CEO JAMIE DIMON SAYS "WE'RE IN A BULL MARKET."
"IT'S LIKE A LITTLE TSUNAMI."
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"IT'S LIKE A LITTLE TSUNAMI."
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> IRAN REJECTS TRUMP ADMINISTRATION CLAIMS OF NEW NUCLEAR COMMITMENTS | PER CNN
VANCE CALLED INSPECTOR ACCESS “WHAT WE’RE MOST EXCITED ABOUT AS AMERICANS,” AND BESSENT SAID IRAN COMMITTED TO IT IN WRITING. IRAN’S BAGHAEI SAYS COOPERATION CONTINUES ONLY UNDER EXISTING RULES SET BY ITS PARLIAMENT WITH NO NEW OBLIGATIONS, AND THE NUCLEAR FILE WASN’T DISCUSSED IN THE 18 HOURS OF TALKS.
IRGC-LINKED TASNIM WENT FURTHER, CALLING THE INSPECTION CLAIM “VERY DAMAGING” AND A BREACH OF THE MOU.
THE GAP IS THE STORY: THE US IS SELLING A NUCLEAR WIN AT HOME WHILE IRAN TELLS ITS HARDLINERS NOTHING CHANGED.
DEVELOPING.
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VANCE CALLED INSPECTOR ACCESS “WHAT WE’RE MOST EXCITED ABOUT AS AMERICANS,” AND BESSENT SAID IRAN COMMITTED TO IT IN WRITING. IRAN’S BAGHAEI SAYS COOPERATION CONTINUES ONLY UNDER EXISTING RULES SET BY ITS PARLIAMENT WITH NO NEW OBLIGATIONS, AND THE NUCLEAR FILE WASN’T DISCUSSED IN THE 18 HOURS OF TALKS.
IRGC-LINKED TASNIM WENT FURTHER, CALLING THE INSPECTION CLAIM “VERY DAMAGING” AND A BREACH OF THE MOU.
THE GAP IS THE STORY: THE US IS SELLING A NUCLEAR WIN AT HOME WHILE IRAN TELLS ITS HARDLINERS NOTHING CHANGED.
DEVELOPING.
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> MICRON $MU IS NOW POWERING ANTHROPIC, LOCKING IN A MULTI-YEAR AI MEMORY DEAL AND BUYING INTO THE COMPANY ITSELF
FOUR PARTS:
• A MULTI-YEAR SUPPLY CONTRACT FOR HBM, DRAM AND SSDS
• JOINT CO-DESIGN OF CHIP ARCHITECTURE FOR FRONTIER AI
• A STRATEGIC INVESTMENT IN ANTHROPIC’S SERIES H ROUND
• CLAUDE ROLLED OUT ACROSS MICRON’S OWN ENGINEERING AND MANUFACTURING
THEY’RE OPTIMIZING FOR “TOKEN ECONOMICS” — THE COST PER UNIT OF AI OUTPUT.
STRAIGHT FROM THE NVIDIA $NVDA PLAYBOOK: LOCK IN DEDICATED SUPPLY INSTEAD OF BUYING COMMODITY MEMORY ON THE OPEN MARKET.
MICRON’S STOCK IS UP MORE THAN 10X IN A YEAR ON AI MEMORY DEMAND.
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FOUR PARTS:
• A MULTI-YEAR SUPPLY CONTRACT FOR HBM, DRAM AND SSDS
• JOINT CO-DESIGN OF CHIP ARCHITECTURE FOR FRONTIER AI
• A STRATEGIC INVESTMENT IN ANTHROPIC’S SERIES H ROUND
• CLAUDE ROLLED OUT ACROSS MICRON’S OWN ENGINEERING AND MANUFACTURING
THEY’RE OPTIMIZING FOR “TOKEN ECONOMICS” — THE COST PER UNIT OF AI OUTPUT.
STRAIGHT FROM THE NVIDIA $NVDA PLAYBOOK: LOCK IN DEDICATED SUPPLY INSTEAD OF BUYING COMMODITY MEMORY ON THE OPEN MARKET.
MICRON’S STOCK IS UP MORE THAN 10X IN A YEAR ON AI MEMORY DEMAND.
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> IRAN'S CENTRAL BANK GOVERNOR SAYS TEHRAN NOT OBLIGED TO PURCHASE AGRICULTURAL INPUTS FROM U.S. UNDER EXISTING AGREEMENTS - TASNIM NEWS AGENCY
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