The Market Updates

🚨🇮🇷 BREAKING: The IRGC has formally claimed tonight's barrage, announcing a joint missile and drone operation against U.S. positions in Kuwait and Bahrain, and warning it will halt the entire deal over what it calls American ceasefire violations.

Per the statement, IRGC Aerospace and Navy forces hit eight targets between 2 and 3 a.m. local time, naming Ali Al-Salem Air Base in Kuwait and the Fifth Fleet at Mina Salman in Bahrain, in answer to U.S. strikes on five coastal posts earlier that morning.

Apply the war's hard lesson to the damage claims, every prior IRGC boast of hitting the Fifth Fleet collapsed under CENTCOM's accounting, and Kuwait and Bahrain's defenses have intercepted nearly everything so far.

The dangerous part is the legal escalation.

Iran is invoking the Islamabad MoU itself, claiming control of Hormuz transit rests with Tehran and declaring the U.S. breached Article 1, which it says halts all processes.

That is Iran threatening to walk the whole agreement.

Source: Al Jazeera

🚨SHOCKING:

If you invested $10,000 in $TRUMP at its peak in Jan 2025, today you’d have $220.

A lot of the quality altcoins are sitting at a generational bottom.

This is exactly what happened with AI and memory stocks a few years ago.

And look at them today.

NVIDIA went up 20x in the last 3.5 years.

AMD pulled a 10x since the 2022 bottom.

Micron has pumped 20x since last year, while SanDisk has rallied almost 85x.

I think this is exactly what's going to happen with crypto projects that are focused on trending narratives like RWA and stablecoins.

Projects like $LINK , $HYPE and $SOL that are consistently leading in tokenized equities and payment rails while creating value will be the biggest winners.

A lot of large cap alts sitting on $30B or $50B MCap are going to be $500 Billion companies in the coming years.

This is the dark side of AI.

An 86-year-old woman in Canada was scammed out of $900k after falling victim to a crypto scam that used AI deepfake.

In July 2025 she saw an AI-generated video of Canada's Prime Minister, Mark Carney, urging people to invest $350 in a crypto opportunity.

She said “I saw an ad on Facebook of Mark Carney telling me if I invested $350 Canadian, it would be backed by the Bank of Canada,”

She started with $350, then mortgaged her house. Over the following months she invested almost everything she had, then the scammers stopped responding.

She is now left with just $200.

BREAKING: The US just struck Iran for the first time since the MOU was signed.

The strikes hit Iranian missile sites, drone storage, and radar after Iran attacked a ship exiting the Strait of Hormuz, breaking the ceasefire.

This is the most bearish bear market i have ever seen in the history of bear markets.

🇺🇸 Fed bought $3.3 Billion in T-bills this week.

🇨🇳 China injected ¥2.3 Trillion in liquidity this week.

🇺🇸 Treasury injected $41 Billion in liquidity this week.

🇺🇸 Treasury bought back $2.75 Billion of its own debt this week.

And somehow, the crypto market lost $170 Billion this week.

How is this not market manipulation?

Before coming into crypto, I used to live worry-free and was making good money.

And then I entered the crypto market.

Now, I have to worry about:

- Oil prices
- Inflation
- Unemployment
- Earthquakes
- Missiles
- Memory prices
- AI bubble
- Tariffs

And on top of this, my portfolio is only going down.

Bitfinex whales are aggressively closing their $ETH shorts.

Last time they did this was after the Feb 6th bottom.

🇮🇱🇱🇧 Israel agrees to pull back in southern Lebanon

The framework deal gets signed in Washington tonight, and it has Israel committing to withdraw its forces from parts of southern Lebanon.

It runs as a "pilot." Israel steps back, the Lebanese army moves in and takes responsibility for those areas.

The other piece is the bigger one. Both sides are expected to formally recognise each other's sovereignty over their own land.

A pilot is a small start, but after everything these two have been through, troops pulling back and sovereignty on paper is a real step in the right direction.

Source: TABZ ( Telegram ) / Writer: Daniyal

TARIFF THREATS ARE BACK !!!

🇺🇸🇮🇷 Trump:

Iran fired at least 4 One Way Attack Drones at ships in the Strait of Hormuz, one of them solidly hitting the upper deck of a large cargo carrier before the ship was able to proceed, the U.S. knocking down the other 3.

"Obviously, this is a foolish violation of our Ceasefire Agreement."

Source : Truth Social realDonaldTrump

$ETH is no longer the largest stablecoin.

🇮🇷🇺🇸 The U.S. Iran ceasefire deal is already cracking

They signed it days ago, and both sides are already stepping on the parts they swore to keep.

Iran's clause 5 was the easy one. Let ships pass safely through the Strait of Hormuz. Yesterday its forces struck a commercial ship using the Omani side of the strait, the exact lane the U.N. had marked as safe. So much for safe passage.

The U.S. side has clause 1, which says all military operations stop, Lebanon included, and neither party so much as threatens force. Yet Israel, America's partner in this war, kept pounding southern Lebanon, and Trump went online swinging.

Trump: "we'll hit Iran very hard again, just like we did last week, only harder!!!"

That is the exact threat of force the clause rules out, in his own words, days after he put his name to it.

A peace deal nobody even waited a week to break.

Source: CNBC News, Reuters / Writer: Daniyal

🇮🇷 Al Jazeera just mapped out who actually made money from the Iran war

The list is exactly who you'd expect and somehow still shocking when you see the numbers laid out

Saudi Aramco profits up 25% to $32.5bn in Q1. BP more than doubled its profits. TotalEnergies, Shell, all up significantly despite taking hits in Qatar.

Brent briefly hit $126 a barrel. The 6 biggest US banks collectively made $48bn in Q1 alone: JPMorgan up 13%, everyone else printing money off the volatility in oil, currencies and bonds.

Tanker companies were charging $100,000 a day per vessel and war-risk insurance quintupled overnight. Defense contractors are sitting on record backlogs: Northrop Grumman at $95.6bn, while Congress approved $700bn in new defense funding during the conflict.

And then there's the prediction markets. $580m in oil futures flooding in 9 times normal volume exactly 16 minutes before Trump announced a pause in strikes. 50 newly created accounts making hundreds of thousands betting on the ceasefire in the moments before Trump posted it.

A Yale analysis finding those flagged accounts winning nearly 70% of bets across 200,000 cases... statistically impossible without prior knowledge.

Estimated profits of $143m.

Somewhere between the people paying more for gas and the people dying in the strikes, an extraordinary amount of money changed hands very quickly and flowed in very predictable directions.

Wars always have winners, I guess.

Source: Al Jazeera / Writer: Oliver

Every $BTC cycle bottom has happened at least 20% below its "Realized Price."

With the current Realized Price around $53K, Bitcoin could go below $45K before bottoming.

$780,000,000,000 added to the US stock market in last 45 minutes as Michigan 5Y inflation expectations came lower than expected.

Massive reversal.

BREAKING: $STRC hits a new all time low of $71.25.

It is now down -28% from its $100 peg.

THIS IS ABSOLUTELY CRAZY.

Last year, Bybit suffered a $1.5 billion hack carried out by North Korea's Lazarus group.

Investigators traced those funds, and they ended up at wallet addresses linked to Iran's central bank.

But that's not all.

Since 2019, Iran-linked wallets have moved over $3.84 BILLION, much of it tied directly to the IRGC.

This is why the US sanctioned Iran's crypto exchange Nobitex, which was laundering more than half of Iran's crypto income.

MSTR down -24% in this week and broke a support level it held for 830 days.

The $100 level that held through every correction since the Bitcoin ETF launched in January 2024 just broke

MSTR is trading at $85 after hours and now down -84% from its peak.

Let’s compare Bitcoin chart alongside it.

Bitcoin is down -54% from its $126k peak. Currently trading below 5% of the weekly MA 200. The same moving average that has marked the bottom of every major Bitcoin bear market in history.

Here is the scenario nobody wants to say out loud.

MSTR and Bitcoin have moved together since the ETF launched on January 11 2024. MSTR jumped 1,129% and Bitcoin jumped 225% to ATH.

If MSTR retests $40 the Bitcoin chart suggests a parallel retest of the post ETF launch support near $42,000. The same level Bitcoin was trading when the ETF changed everything in January 2024.

$100 on MSTR and $62,500 on Bitcoin are now the most important levels in the entire crypto.

If they do not reclaim these levels fast the next stop is a long way down.