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Markets :    WATER CRISIS - Dependency on Desalination :  Kuwait: 90%  Israel: 75%  Saudi Arabia: 70%  Qatar: 50%  UAE: 42%  Iran: 2%, Iran is Trump's Vietnam, Kharg Island: Iran’s oil lifeline that Donald Trump has left untouched, Google, Meta, and Oracle are on a $1 trillion borrowing spree >> IRAN regime KNEW they needed an oil shock and thus a market sell-off to get a TACO..eventually...(admitting defeat in reality)..and they got it, pretty early, last night already (NO pain tolerance..).... relief for markets and folks locally....! the war isn't over, though they threw the kitchen sink at each other for 10days, in a VERY destructive way, for all involved...Trump panicked, changed goals, declared victory.. NO clean win whatever anyone says, in fact it's a war Trump can't win and can't end... it's been painful economically, that's for sure >>> The Iranians are most interested in delivering pain as directly to Trump as possible, it's the protracted war that Iran wanted, and the US and Israel are afraid of of it... you could argue it's now a crisis (less fierce in the short-term, but could last longer..), one can fear the goal from new radical Khamenei is to EXPULSE the U.S out of the Middle East.. IRAN WILL NOT accept ceasefire without guarantee another attack won't happen..>>> Crude up and down 30pct (totally nuts..really..), risk rallies again overnight, USD weaker as you would expect, This is really now calling for the end of U.S hegemony, dominance, even PETRODOLLAR's..., shorting USD again is what Mr Market will do... If Iran succeeds in pressing its advantage: “It will destroy the Trump presidency;  it will destroy the GOP for a generation; and it would finally end the entrapment of the United States by its junior geopolitical ally.” While Trump builds military coalitions and bombs the Middle East, China just made its move. Wang Yi announces: zero tariffs on 100% of African imports, effective May 1st JP Morgan on how Operation Epic Fury would end: "Resource risk will begin to outweigh increasingly marginal military gains and the conclusion to the conflict will come down to the three M’s : Munitions, Markets and Midterms ." OpenAI's massive Stargate data center canceled as firm can't reach terms with Oracle, operator struggles with reliability issues — Meta said to be interested in snatching excess capacity Trump Delivers Mixed Messages on the State of the Iran War | TIME Clearly this, G7 and Crude prices.. TACO'ed ..  Trump Advisers Urge Him to Find Iran Exit Ramp, Fearing Political Backlash. The president told reporters on Monday that he thought the war in Iran would be over ‘very soon’. (WSJ) The oil pipelines that could decide the Iran war | The Straits Times Kharg Island: Iran’s oil lifeline that Donald Trump has left untouched Trump says Iran’s new leader is “unacceptable.” China replies: the decision was made according to Iran’s Constitution, not Washington’s approval rating. That’s the real humiliation. Iranian Brigadier General Masoud Akhtari: “Because we destroyed the radars, Trump and Netanyahu are trapped in a slaughter house now in the Middle East. $150 per barrel of oil, which is coming will Cause global economic chaos”.... >>> Trump would like it to be over, the question is what does Iran really want...push all the way, get US out of ME... ? watch out.. Sumitomo Chemical declared force majeure yesterday, making it the fifth Asian chemical company in a single week . First Chandra Asri in Indonesia, then Yeochun NCC in South Korea. By March 5, Petrochemical Corporation of Singapore had declared force majeure on 1.1 million tons of ethylene capacity on Jurong Island. Aster followed a day later with its cracker running at half capacity. The root cause is the same for all five: naphtha, the feedstock these plants break down into the base chemicals behind plastics, rubber, and packaging. Asian steam crackers source most of their naphtha from the Middle East, and virtually all of it transits the Strait of Hormuz. When the Strait closed, all five lost their feedstock within days. Five force majeures in seven days. This is a massive disruption of the chemicals that hold the global economy together. Polymer prices are already up double digits. Everything downstream gets more expensive from here. China’s tariff-free trade offer boosts Africa’s global rise - CAJ News Africa Trump, Putin Talk of War and Peace as US Weighs Easing Russian Oil Sanctions Two Months for Gulf Oil Output to Fully Return After War Ends, Analyst Says Nice recap IMHO Sandeep Manudhane on X: "Iran War Update - - - 1) Trump's presser: Trump has chickened out completely, in just 10 days of Iran's not surrendering & fighting back. Personally, I don't think war is over. Trump tried pushing the responsibility to every adviser, as always. He realizes deep damage, and his" / X Clash Report on X: "Iran's Foreign Minister Abbas Araghchi: They thought that in a matter of two or three days they could go for regime change and achieve a rapid, clean victory, but they failed. So I believe that Plan A was a failure. And now they are trying other plans, but all of them have https://t.co/1KBJBxcpPp " / X War Monitor on X: "Just a reminder that Iran’s new supreme leader Mojtaba Khamenei has lost the following people in this war: - His father: Ayatollah Ali Khamenei (killed in the opening strikes). - His mother: (Mentioned in multiple sources as killed in the same or related strikes). - His wife: https://t.co/TduX5QJ1QW " / X OpenAI's massive Stargate data center canceled as firm can't reach terms with Oracle, operator struggles with reliability issues — Meta said to be interested in snatching excess capacity | Tom's Hardware Google, Meta, and Oracle are on a $1 trillion borrowing spree | Fortune

G7 Finance ministers will discuss a joint release of petroleum from reserves co-ordinated by the IEA in an emergency meeting on Monday. Iran appears to be demanding the unconditional withdrawal of US forces from the Middle East, the end of American military presence in West Asia, and the unconditional surrender of Israel >>> Operation Epic Fury is in danger of turning into Operation Epic Failure Markets : WTI trades up to $115 overnight (down to $100 again on G7 chatters), over 30 Iranian oil depots Israel bombed on Saturday without warning Washington about the real scale, America's NatGas bounty, Global Bond market sell-off!..nowhere to hide.. (higher oil, higher inflation - no more cut - stagflation) , The White house says/wants a 4-6weeks conflict, the mechanism says 6months or more (ONE OF THEM IS CATASTROPHICALLY WRONG..), 'The Strait of Hormuz was not closed by mines, missiles, or warships. It was closed by seven insurance letters' - The war ends when the reinsurance market says it ends. Not when the White House says it ends >>> A REMINDER that nothing really works for any length of time.. with $100-125 WTI for the world economy, nothing..!, so due to markets hurting bigly.. TRUMP will somehow TACO and retreat (WHEN, today, next week, next months?), take troops out of ME, say he's won the war-declare victory, and the new Iranian leader has 40years reign in front of him courtesy of Trump.., U.S can then focus on something else, Cuba maybe, THE PRESSURE TO REOPEN HURMUZ will be huge from here, the economic price is enormous if this last much longer.. The USDollar should / will weaken from here, once the short-term 'risk-off bid' goes away.. Bond markets tumbled in Asia trading as an oil price shock prompted investors to price in higher inflation and deteriorating economic growth ... #stagflation Yields on US Treasuries rose +7bps and expectations for the Fed’s next quarter point rate cut have been scaled back to September #AMZN Amazon made their 2,847 engineers spend 8 months documenting every code pattern, every debugging workflow, every optimization trick. Then fed it all to AI. Then fired them.. Trump's decision to bomb Iran is now the greatest windfall to the Russian war effort on record. If it continues, it might save the Russian war economy.. G7 to discuss joint release of emergency oil reserves Iran war: Israel targets 'regime infrastructure' Live updates: Iran names Mojtaba Khamenei as new supreme leader, state media reports State Department urges Americans across Mideast to depart as strikes continue StockMarket.News on X: "BREAKING: The United States just told Israel "WTF." Over 30 Iranian oil depots Israel bombed on Saturday without warning Washington about the real scale. A senior official said plainly: "We don't think it was a good idea." Here's why this matters more than you think. Trump's https://t.co/8xo6e6C2Ob " / X DD Geopolitics on X: "🚨🇮🇷 BREAKING: Iran has struck Orot Rabin in Hadera, Israel's largest power station. Complete power outage reported in Tel Aviv. Orot Rabin generates 2,590 MW, roughly 19% of Israel's total electricity capacity. It sits on the Mediterranean coast, 45 km north of Tel Aviv, and https://t.co/l0dGtOTTZw " / X Trump demands Iran relent as US aims to calm energy markets Trump Says US May Target New Parts of Iran in Escalating War China Consumer Inflation Hits 3-Yr High on Holiday Surge, Producer Deflation Lingers (1) Actuarial Warfare: How Seven Insurance Letters Closed the World’s Most Critical Chokepoint and Why Markets Are Mispricing Duration by 300% The White House says 4 to 6 weeks. The mechanism says 6 to 18 months. One of them is catastrophically wrong . The entire global allocation framework depends on which. Nine days into Operation Epic Fury, the kinetic campaign is succeeding by every traditional military metric. Iranian air defences are 80% destroyed. Missile launches are down 86% from opening-day peaks. Forty-three warships sunk. Three thousand targets struck. Air superiority achieved in 48 hours. Oxford Economics projects intense strikes wrapping within 1 to 3 weeks, settlement attempts within 2 months. Trump’s press secretary has repeated the 4 to 6 week timeline three times. None of this matters for the question that actually determines global market pricing. The war ends when the reinsurance market says it ends. Not when the White House says it ends Furkan Gözükara on X: "The Ultimate Humiliation: Imagine having a multi-billion dollar military budget, setting up bases in Kuwait to project power, and then having Kuwaiti TV openly broadcast that they are the ones protecting you. A generational embarrassment for Washington. Expel the bases. https://t.co/D5v2nbHvFx " / X America’s natural-gas bounty is cushioning US markets from global shocks Amazon layoff March 2026: 100 employees from Robotics fired, company says ‘difficult but necessary’ - Technology News | The Financial Express U.S. labor market lost 92,000 jobs in February, marking an unexpected setback for the economy - CBS News Knall: UBS-Bigshot August Hatecke vor dem Aus – Inside Paradeplatz March 8, 2026 vote: the result from across Switzerland - SWI swissinfo.ch One in five million-pound homes selling at a loss Peak sold prices suffer significant drops as high taxes crush the market

Ali Larijani, Secretary of Iran's Supreme National Security Council, just made a very worrying statement : "The war will end only when Iran's adversaries understand they no longer have the right to violate Iranian territory and agree to pay COMPENSATION for the damages caused."... Markets : WTI $100 nailed on, the real risk for global economy is $150 and for longer ( ALL ABOUT duration..for global economy..), markets tumble hard 10-20pct if ME troubles are prolonged for 2-3months let alone more, this IS the risk.. and PRIVATE CREDIT ! (the signs been there for few weeks, since Blue Owl..!!) is a BIG trouble , end of PETRODOLLAR decades upon us, with the closure of Hormuz.., recession calls will be on the increase this week..you can be sure of this! , now they been attacking desalination plants, this is terrible, horrible strategic decisions. . (Iran is 3% dependent on desalination - US allies in the region at 40-90%)...!!, Gulf countries as a whole are the second largest global fertilizer exporter, U.S logistics, data centres hit hard across ME (TECH economics weaker too..), China and Russia rammed into this war too.. >>> WTI crude trades just under $100 already, U.S economy losing jobs (net -142K job miss on Friday..), ''time to dust off 70s charts of two inflation surges and stagflation'' , Iran would appear to be prepared to make war last for 6months ( keep Hormuz shut for 90days..see below ), and hit HARD the whole US and allies financial system, economic war.., cheap drones destroying equipment worth 10's of millions or more...think about this...., 30years ago in Iraq war we used to see CNN and daily news and videos of the war, every detailed shown as US dominated Iraq war...these days we see hardly anything... nothing at all, nada...!!... why not...... weekend futures down just under 1pct and WTI seen around $96 How can war hit AI capex trade? Higher energy prices/power shortages, lower global GDP/demand, Helium and minerals shortages for semis, reducing GCC AI capex (~$150-200bn next 5y), budget shifts towards more popular expenditures, corporate spending cuts, etc../JPM... Blackrock manages $11 Trillion , that's 11,000 Billions of dollars, and they had to say NO to people who only wanted to withdraw (ONLY..) 2.5 billion dollars, think about this, and read it again.. Japan’s ambitious national quantum strategy is accelerating research and industrialisation Today only ~12.5% of loans (broadly syndicated) are trading at par. This number was 65% at the start of the year The US just suspended sanctions on Russian oil to help pay for the war with Iran.,... (114) Updates Iran war live: Israel hits Tehran oil depots; 2 killed in Saudi Arabia Middle East war live: Trump says he has not ruled out using special forces as investors brace for volatility Shanaka Anslem Perera ⚡ on X: "BREAKING: Yesterday I wrote that ships in the Persian Gulf were changing their transponders to broadcast “Chinese Owner” and “All Chinese Crew” to avoid Iranian attack. The ocean’s rules had changed. The new rules were written in Mandarin. There is now a 30,000 ton Chinese https://t.co/yqU94ECdVz " / X China pulse 🇨🇳 on X: "A minimum of 90 days of intellectual control over the Strait of Hormuz is necessary — says Iranian expert Khandouzi. According to him, on Monday, with the opening of global markets, we will see oil prices above $100. Control over the Strait of Hormuz must last at least 90 days https://t.co/zVJGITsfj7 " / X Are BlackRock and Blackstone the canaries in the coal mine for private credit? BlackRock isn't collapsing but here's what actually happened: investors tried to pull $1.2B from a $26B fund. BlackRock said no to half of them. Blackstone injected $400M of its own cash to cover exits. Blue Owl paused withdrawals entirely. The $1.8 trillion private credit industry is quietly showing cracks during a war, an oil spike, and a jobs miss. The timing is the story Mario Nawfal on X: "Ok things changed in the last few hours, and it’s not looking good for Trump Here's why: - Iran struck the Gulf countries hard tonight. I was not expecting that - The NYT just reported U.S. officials gave a closed door briefing to Congress estimating Iran still retains half" / X Is the nightmare scenario for global energy here? The war in Iran has caused the biggest disruption in oil production in history. Whether it becomes the long-feared “nightmare scenario” for energy markets (and the global economy) now depends on the duration of the conflict. Brian Allen on X: "🚨 The US just suspended sanctions on Russian oil to help pay for the war with Iran. Watch this exchange: BRENNAN: Russia was helping Iran. WRIGHT: Well, there’s been rumors of that. We don’t know if that’s true. BRENNAN: These Iranian drones have Russian parts. Russia has https://t.co/FmzVBkXKic " / X Shanaka Anslem Perera ⚡ on X: "Nine days of the most intensive air campaign since 2003 and Kharg Island has not been touched. Kharg is a small rocky island 25 kilometers off Iran’s southern coast. It handles roughly two million barrels per day. Ninety percent of Iran’s crude oil exports flow through its https://t.co/JbGmg9eQhj " / X What is force majeure? QatarEnergy invokes clause after halting LNG production - CNBC TV18 Many more 'force majeur' out there Mikkel Rosenvold on X: "Attacking desalination plants is NOT a front the US wants to open. Horrible, horrible strategic decision Iran is 3% dependent on desalination - US allies in the region at 40-90% https://t.co/CtJEL0Vw8i " / X Singapore Faces Higher Power Bills as Qatar LNG Shutdown Disrupts Supply - Bloomberg Inside Japan’s growing quantum ecosystem Ed Conway on X: "🎥IRAN WAR PRIMER Six days on from the start of this war, what have we learnt about the economic consequences? Here's our latest primer, covering: 1. Why gas prices are up so much more than oil 2. The ticking timebomb facing Gulf oil producers 3. It's not just oil/gas - we need https://t.co/nYY7cEuE9J " / X

Markets : Crude UP, ( Production suspended at Iraq's largest oil field - Shafaq,. but increased supply from other producers) + Hormuz 'shut', China manuf index fell to 49 in Feb, Nvidia, Amazon temporarily close Dubai offices, KOSPI limit down (wha does up in a straight line 50% or more, with 3 or 3x leveraged ETF's... can come crashing too..), As US stocks began paring back their deepest losses on Tuesday, it looked as if traders were again starting to bet that President Donald Trump would find a way to contain the fallout from another crisis he unleashed (IMHO you should be careful with this view., Trump says US government will backstop war insurance for all shipping in the Persian Gulf...HOW ?... ), US launches military operations in Ecuador !, Ray Dalio sends harsh warning on Bitcoin >>> overall sounds a bit like a circus from the US Admin (Trump..) and that they really underestimated Iran, which is raging a 'total war' across ME.. >>> stay defensive, await opportunities to come to you, whatever goes on early afternoon, maybe be totally different 12hours later, it'll be bumpy for a while... >> higher vol = reduction of risk which brings new opportunities Iran says only Chinese ships can pass through the Strait of Hormuz , calling it a “gesture of thanks” for Beijing’s support. All other vessels are banned, and Tehran warns any unauthorized crossing will be met with military action >>> trying to bring in China and Russia into this war.. which is obviously unsettling to say the least! Trump’s new defense plan quietly creates a National Guard “response force” — trained for crowd control and civil unrest — deployable across all 50 states by April 2026..really! >>> Epstein files drop, names, war starts, now this..why..?..>>> building an infrastructure to never leave.. Deeply concerning that military commanders are framing the Iran war as “God’s plan” and invoking Armageddon in official briefings. Service members swear an oath to the Constitution — not to any religion! Trump said he’ll “cut off all trade with Spain” after the country denied access to its military bases for his bombing campaign against Iran. Madrid said the US must respect international law Canada just publicly rebuked the United States and Israel : “The United States and Israel acted without engaging the United Nations or consulting allies — including Canada.” Velina Tchakarova on X: "The Strait of Hormuz has become the most visible Cold War 2.0 fault line in history right now. Here’s why what just happened matters. Iran declared the strait closed to all international shipping, with one explicit exemption: Chinese and Russian vessels only, citing Beijing and" / X Iran headlines market turbulence and options - a practical map of what to trade | Saxo Elizabeth Warren Says She's Worried After Leaving Trump Administration's Classified Iran Briefing: There Is 'No Plan' - Benzinga Israel, Iran continue attacks as war enters its fifth day, engulfs region | Israel-Iran conflict News | Al Jazeera US launches military operations in Ecuador - POLITICO Trump threatens to halt US trade with Spain over military bases, defence spending | Reuters China's factory activity slumps more than expected in February as holiday disrupts production Iran war: Amazon, Google, Nvidia close offices, help stuck workers (1) U.S. Troops Were Told Iran War Is for “Armageddon,” Return of Jesus Billionaire Ray Dalio sends harsh warning on Bitcoin “Existential risk” – Why scientists are racing to define consciousness | ScienceDaily Fresnillo stuns market with highest dividend payout in its history – The Armchair Trader Mahmood to stop study visas from four countries due to 'abuse' Psychology says the 1960s and 70s accidentally produced one of the most emotionally durable generations in modern history — not through better parenting but through benign neglect that forced children to self-regulate, problem-solve, and develop emotional calluses that modern comfort has made nearly impossible to grow

Markets : U.S calls for all US citizens to evacuate the region.., Joint declaration of  President Macron and  Chancellor Friedrich Merz, US 'stonewalling' requests by Gulf states to replenish interceptors, KOSPI reopens -8%, Embassy in Riyadh, air base in Bahrain: Full list of US facilities in Middle East targeted in fresh drone attacks today (Thread), The Strait of Hormuz is a military problem - but above all, it's an insurance issue. And it's worsening, Saudi ground forces have entered Bahrain to crush the uprising as they did during the 2011 Bahrain uprising, Amazon says drone strikes damaged 3 facilities in UAE and Bahrain, France offers to deploy nuclear deterrent across Europe for first time, seems Iran was mightily underestimated... >>> Blackstone flagship private credit fund hit with wave of redemptions, 100% of insider trades are a SELL - still ( Insiders continue to dump stocks at a record pace since the pandemic), EU NatGas specifically weighing on european stock markets !, US manufacturing grew, input costs soared before Iran attack, EURO should move lower in tandem, USD stays bid (risk-off), remain super defensive, usual winners and losers during such times, volatility will bring opportunities, prepare! A Saudi official told Al Jazeera that the US has abandoned the Gulf states, focusing its defense systems on protecting Israel and leaving these countries at the mercy of Iranian missiles and drones, despite the presence of American military bases in their territories A German lawmaker who oversees the country’s parliamentary intelligence committee warned that Iran could try to carry out attacks in Europe-NYT >>> if Iran is ready to bomb all Gulf states, it can also activate sleeper cells to carry out domestic terror in Europe or elsewhere...be vigilant!! Iran : Trump should be very worried. This is not a centralized leadership they can assassinate or decapitate anymore…. it's a fragmented, resilient network that keeps firing even without a head. Escalation could get unpredictable fast /THREAD Blackstone flagship private credit fund hit with wave of redemptions Investors pull net $1.7bn out of vehicle over first quarter as industry strains intensify If Europe no longer fully trusts the US security guarantee, the global order is shifting European gas prices jumped near 50% after Qatar Energy halts LNG production Iran war live: Iran warns will attack ships trying to pass Hormuz; drones hit US embassy in Riyadh | Reuters EU Natural Gas - Price - Chart - Historical Data - News Embassy in Riyadh, air base in Bahrain: Full list of US facilities in Middle East targeted in fresh drone attacks today France offers to deploy nuclear deterrent across Europe for first time US urges citizens to immediately leave over a dozen Middle East countries | Conflict News | Al Jazeera Amazon says drone strikes damaged 3 facilities in UAE and Bahrain US 'stonewalling' requests by Gulf states to replenish interceptors, sources say | Middle East Eye Next phase of Iran war ‘will be even more punishing,' Rubio says Embassy of France in the U.S. on X: "Joint declaration of 🇫🇷 President Macron and 🇩🇪 Chancellor Friedrich Merz. https://t.co/VKMPMRFP3P " / X Marco Rubio on Capitol Hill: 'Hardest Hits Yet To Come' Against Iran | Military.com Iran Conflict: Insurance Clubs to End Persian Gulf War-Risk Coverage for Ships - Bloomberg "...More than half of the world’s largest maritime insurance clubs will cease covering war risks for ships entering the Persian Gulf ..." Blackstone flagship private credit fund hit with wave of redemptions JPMorgan's Jamie Dimon warns U.S. economy could soon 'deteriorate' A 'fight about vibes' drove the Pentagon's breakup with Anthropic US manufacturing grew, input costs soared before Iran attack - The Business Times Beefeater on X: "A Saudi official told Al Jazeera that the US has abandoned the Gulf states, focusing its defense systems on protecting Israel and leaving these countries at the mercy of Iranian missiles and drones, despite the presence of American military bases in their territories. According https://t.co/PiRZZssbvR " / X How Data Centers actually Work 6mins video Liz Webster on X: "🆘 Significant moment. If Europe no longer fully trusts the US security guarantee, the global order is shifting. Macron floating a European 🇪🇺 nuclear umbrella signals strain in the transatlantic alliance. In that world, Britain’s security and economic future lies closer https://t.co/WjZQW6HFrA " / X UK Stock Market News: Fresnillo, Intertek, Greggs UBS pfuscht mit Hypothek – Inside Paradeplatz P.S trying our best to check and be real, but there is obviously plenty of AI disinformation (videos) around

Markets : U.S and OIL infrastructure hit across ME, including Ras Tanura (the largest oil refining export facility in the world!), Trump vows to continue attacks on Iran, says more US troops ‘likely’ to die, WaPo: the mood inside the Pentagon is "intense and paranoid" Pentagon leaders worry the US will expend its air defense stockpiles, and the conflict will "spiral out of control", there is a DEFINITE risk of this was escalating across the Middle East, Trump got involved, let's hope he has planned for an operation that may last more than a week... Senior officials in the Gulf states are reportedly completely shocked by the intensity of Iran's retaliatory attacks >>> continue to play defensively, there is a lot of uncertainty out there, bonds rallied last week on AI dominance and worsening credit markets, boosted a little further on weekend events, JPY weaker on higher crude prices, USD slightly firmer with Gold, and as expected crude reacts the most up 7% or so.. all this was heavily flagged last week already, military build up etc etc A Saudi official told Al Jazeera that U.S. defense is focused on Israel, not on protecting Arab Gulf states that host many U.S. bases What appear to be CIA sources leaking to Reuters that the regime will not collapse in Tehran . As far as I know, these sorts of leaks have never taken place two days into a major war before. Draw your own conclusions from that DP World temporarily suspended operations at the Jebel Ali port in Dubai as a precautionary measure, according to a notice sent to customers and seen by Bloomberg >> could be catastrophic, unless they pressure Trump defeat Iran quickly and decisively or to fold (taco) right away . With 88% of expats, tourism, finance, air and shipping exposure, this can also send shockwaves globally, also an Amazon Web Services data centre in the UAE just got hit This is fabulous news for our clients, now defacto one of the very safest banks in the world, circa 3x the capital ration of the likes of Barclays or UBS J Safra Sarasin Group completes the acquisition of majority stake in Saxo Bank | Saxo Bank Switzerland Trump says Iran bombing campaign could last a week Iranian drone crashed into RAF base, Cyprus president says UK will allow US to use bases to strike Iranian missile sites, says Starmer Merz accepts a harder world on Iran | Euractiv Joint Statement on Iran’s Missile and Drone Attacks in the Region - United States Department of State Trump vows to continue attacks on Iran, says more US troops ‘likely’ to die | Donald Trump News | Al Jazeera Philip Pilkington on X: "What appear to be CIA sources leaking to Reuters that the regime will not collapse in Tehran. As far as I know, these sorts of leaks have never taken place two days into a major war before. Draw your own conclusions from that. 🇺🇸🇮🇷 https://t.co/68078uig3b " / X Mario Nawfal on X: "🚨🇮🇷 Senior officials in the Gulf states are reportedly completely shocked by the intensity of Iran's retaliatory attacks. "We were certain that after the elimination of Khamenei they would respond, but right now they're aiming at population centers, not just military https://t.co/uE3URVk94F " / X Max Blumenthal on X: "WaPo: the mood inside the Pentagon is "intense and paranoid" Pentagon leaders worry the US will expend its air defense stockpiles, and the conflict will "spiral out of control" This is precisely what Pentagon Joint Chiefs Chair Dan Caine warned of last week https://t.co/bxWuW3RVCv " / X Rahul Shivshankar on X: "DUBAI IS SCARRED. But little is emerging. Dubai government has threatened to slap fines upto 200K Dhirams on anyone making videos of Iranian drone hits. Dubai doesn't want reels to shatter billions it invested to pivot towards an economic future less dependent on oil. https://t.co/RbIfk09HhG " / X Alexander C. Kaufman on X: "The speed with which American voters are turning against data centers is breathtaking. One comparison might be what happened to nuclear after the double-whammy of "The China Syndrome" coming out days before Three Mile Island, except there's no equivalent in terms of Hollywood https://t.co/lpygtL3Ufl " / X It's happening in the UK and Europe as well - people are turning against the construction of AI data centres because all we experience with them is LOSS. There is not a single gain from having a data centre located in your area. Why unemployment in Switzerland is increasing more than elsewhere in Europe - SWI swissinfo.ch

The CEO of a $380 billion company just went on camera and said the world is not ready for what his own technology is about to do. Not a competitor warning you and not a regulator. The man who BUILT it This is Dario Amodei, CEO of Anthropic, company behind Claude. He just compared AI to a tsunami on the horizon.... Markets : The Rothschilds group exposed (Epstein files..there will be plenty more 'celebrity' like casualties), Tech stocks struggle still (sell rallies, reduce risk in that sector still.. #NVDA price action in the first 45mins is always key post earnings - set the tone for the day and possible more.., #AI bonus ?.. ' Block cuts nearly half the staff' (like Musk at Twitter, Bezos, MSFT, Intel, and MANY others....!, Global Smartphone market will contract by 15%, Barclays, Santander, Wells Fargo in Street lenders exposed to failed UK-based MFS (another cockroach..), Anthropic will refuse Pentagon's demands (no messing around!), Bain Capital’s Rufino Warns Software Default Rate Risks Hitting Double Digits, Even Sam Altman is admitting it now. Some companies are using "AI" as cover for plain old layoffs, #META's internal research shows its platforms are addictive and harmful, and they still targeting teens..! >>> NVDA traded $200+ after hours, eventually whole sector struggled there after (weak #priceaction), FX all pretty quiet, bonds quiet, plenty of credit casualties out there (more cockroaches to appear.. ), play accordingly.. rotation into precious metals, hard assets type companies continues, #RARE #URA #EMG etc Geopolitics : Iran says 'good progress' in U.S talks, next round within a week, Pakistan has announced the start of an open war with Afghanistan: overnight airstrikes targeted Taliban positions "Deutsche Bank AG and Goldman Sachs Group Inc. are looking to agentic artificial intelligence to help bolster trading surveillance and track possible misconduct." (BN) Reuters reports that rare earth shortages are worsening for US aerospace and semiconductor firms, namely 'rare earths such as yttrium and scandium' which are 'almost entirely produced in China'. >>> Thread - To build a data centre the size of Manhattan, as Mr. Zuckerberg intends to, we need some metals that you’ve probably never heard of in quantities than you cannot fathom… #rare Edmond de Rothschild Group said its weighing up the matter after the scope of CEO Ariane de Rothschild’s links to convicted sex offender Jeffrey Epstein were revealed in documents made public by the US DOJ Vanguard reaches settlement with Texas in key case on ESG investing . Republican-led states accused the US’s largest index fund managers of conspiring to reduce coal emissions, finally them, ..all are made to pay for their lies.. Another cockroach .. Barclays, Santander, Wells Fargo in Street lenders exposed to failed UK-based MFS - report StockMarket.News on X: "The CEO of a $380 billion company just went on camera and said the world is not ready for what his own technology is about to do. Not a competitor warning you and not a regulator. The man who BUILT it This is Dario Amodei, CEO of Anthropic, company behind Claude. He just https://t.co/YfkG2Wusie " / X Nvidia Shares Slide After Forecast Underwhelms Investors Meta’s Internal Research Shows Its Platforms Are Addictive and Harmful, Still It Targets Teens - The HighWire Pakistan Afghanistan War Live Updates: Iran offers to help 'facilitate dialogue' between Afghanistan, Pakistan - The Times of India New Iran Talks Set for Next Week as US Builds Up Forces - SWI swissinfo.ch Bain Capital’s Rufino warns software default rate risks hitting double digits Fire half the staff, and shares rally..reward top management, not workers.. #AI impact.. sounds like fun..?.... Jack Dorsey Struck an 'Empathetic' Tone With Block's Massive Layoffs - Business Insider Pretty crazy... It turns out Jack Dorsey's Block $XYZ  spent $68 million on a single party in September 2025, roughly the annual payroll for 200 employees at $340,000 each., 5months later he fires 50% of staff.. Vanguard reaches settlement with Texas in key case on ESG investing Global smartphone market to contract 12.9% amid memory chip shortage By Investing.com Iran says 'good progress' in US talks, next round within a week Edmond de Rothschild Group Monitors CEO's Epstein Links | Business UK local election The End of Starmer – Gorton and Denton Edition – Blonde Money ''Ex-MI6 Chief Sir Richard Dearlove says Zack Polanski is a threat to Britain's defence and national security'' Robert Friedland on X: "To build a data center the size of Manhattan, as Mr. Zuckerberg intends to, we need some metals that you’ve probably never heard of in quantities than you cannot fathom… These metals are not just 1 or 2 letters on your periodic table that you glanced at while daydreaming in https://t.co/0SNKfheX3V " / X Going to make a film of it soon ! Bull Theory on X: "This is SHOCKING. Jane Street’s secret trading technique is to accumulate shares, then dump them in seconds to crash the price and profit from shorts. They ran the same 10 AM manipulation algo in Indian markets and made $4.23 billion, which led to a temporary ban by the https://t.co/0rnYtz3kKz " / X Javier Blas on X: "Goodness, this is truly shocking: UK households energy debt is on track to reach ~£7 billion (~$9.5 billion) by the end of 2026, the industry's trade body said. "Unprecedented levels of customer debt and arrears are threatening the future of the retail energy market," it said." / X

The Defense Production Act has been used to make masks, ventilators, and baby formula. On Friday at 5:01  p.m., the Pentagon plans to invoke it to strip safety features from an AI. Markets : Catastrophising credit ? or time tp panic?..FT (reminder... ''if you are going to panic, then best to panic early'' , CLO equity funds are 'crashing', Google searches for “can’t sell house” just hit an all time HIGH, private( credit is this cycle's sub-prime, Trump to Hike Tariff to 15% ‘Where Appropriate,’ Greer Says, A chip maker in the Netherlands just raised $250m to take on Nvidia. Ineffable is raising $1bn to take on the frontier labs OLIX raised $200m to also take on Nvidia. Europe is awakening...finally..! no longer content with just dominating the application layer, they coming after the full stack.... #valuation #QQQ,   EU-UK Competition Cooperation Agreement signed >>> overall, IMHO, WE ARE in the very early innings of a few things going badly wrong (risk IS that credit is the new sub-prime...).. could be snowballing down the hill anytime int he near future..play accordingly over next few weeks-months.. Geopolitics : Kim Jong Un decries US 'tyranny' but hints at room for improved ties North Korea doubles down on nuclear portion of 'basic security' at party congress , Hungarian opposition groups quit to make way for Orbán challenger, Rubio and Vance warn of Iran's threat ahead of talks #AI  killed software engineers, QA testers, financial analysts, recruiters, paralegals, support agents, designers, marketers, consultants, and writers What's next? HR.. Japan's number of babies born marks record low for 10th straight year Dutch AI inference chipmaker Axelera AI raises $250M - Tech.eu Good! EU and UK agree to cooperate closely on competition matters Anthropic faces Friday deadline in Defense AI clash with Hegseth Catastrophising credit? FT: “.. Holy moly. These are big global financial crisis-like — or at least dotcom-bust-like — numbers. While we haven’t spotted a time horizon for the forecast, we’ve whacked them onto this chart of historic default rates to give you a sense ..” (1) Is Private Equity Having A WeCrash Moment? Global Markets Investor on X: "🚨CLO equity funds are CRASHING: CLOs (Collateralized Loan Obligations) bundle corporate loans into packages and sell different layers of risk to investors, with the riskiest layer absorbing losses first. Funds holding this riskiest layer, including Eagle Point FELL up to -40% https://t.co/zIiRCkxzWm " / X Nvidia: Another Blockbuster Earnings Report (Rating Upgrade) (NASDAQ:NVDA) | Seeking Alpha Exclusive-Rare Earth Shortages Worsen in US Aerospace, Chips Despite Trade Truce, Sources Say Hungarian opposition groups quit to make way for Orbán challenger US: Rubio and Vance warn of Iran's threat ahead of talks Trump to hike tariffs to 15% "where appropriate," US trade rep says | National Post Mehdi Hasan on X: "The Trump State of the Union speech in two minutes. You're welcome. https://t.co/SyJd2TiF6V https://t.co/RtHXLkSrXF " / X Such a wonderful speech it has to be said.......... Hegseth pressures Anthropic to give military broader access to its AI tech, AP source says | AP News NoLimit on X: "🚨 Google searches for “can’t sell house” just hit an ALL-TIME HIGH. Higher than 2008. Higher than COVID. Higher than anything we’ve ever seen. We all know what that means… https://t.co/h9zxnL1AQa " / X UBS-Shooting-Woman zerschlägt die Informatik – Inside Paradeplatz UK Stock Market News: Ocado, Rolls-Royce, Howden

Markets : focus on PRIVATE credit , it IS definitely a BIG part of the puzzle for risk going forward, 15.4% of investment grade debt is tied to AI, making it the largest sector in the credit market, per JP Morgan (whaoo), Boaz Weinstein said turmoil at Blue Owl is exposing deeper cracks in the $1.8 trillion industry, let's face it, no-one really knows how bad or big it is out there , Anthropic also links Ai agent with tools for Investment Banking, HR..., German dentists’ pension fund loses nearly half its assets, raising concerns over governance, oversight, and risk management in Germany’s profession-based pension system (PRIVATE loans, unlisted companies...etc etc >>> Bessent 'had' to check USDJPY rates to stop JPY from weakening, which pushed JGB yields much higher, dragging UST yields higher too, really worrying 'private credit' , NVDA after the bell now ! Gold, precious metals showing renewed signs of strength Insurers are increasingly holding Level 3 assets on their books. 18% of fixed income holdings in aggregate, with some exceeding 30% (36% of Athene's assets are Level 3). The concern here is opacity of said assets (and whether they are sellable at par if needed) / Thread Good Thread / take on private credit: "Private wealth flows are pro-cyclical ''They love income when volatility is low, they demand liquidity when volatility spikes."...A lot of paper wealth been leveraged out there UBS’s Matt Mish lays out a scenario for credit involving “rapid, aggressive AI disruption.” US high yield, leveraged loan & private credit default rates could rise to 3–6%, 8–10%, & 14–15%, respectively: Mish. “Defaults could approach ~$420bn, w/losses of roughly ~$300bn” Trump said Iran is working to reconstitute its nuclear program in his State of the Union address, pledging to “never allow” Tehran to have a weapon. While the comments added to speculation about potential US military action, the president also reiterated his desire for a diplomatic solution. (BBG) USDJPY 'check' and UST yields : Bessent is much more of a trader (and yet also much more political) than most Treasury secretaries ...This makes sense as Bessent wants to enforce his "put" in the long end. Bessent knows that for there to be a durable top in long end yields, USDJPY upside has to be contained. That was the message of the Dec-Jan duration sell off. And now.. might happen again..? Yen weakens after Sanae Takaichi picks dovish candidates for Bank of Japan Trump latest: President makes 'third term' claim in longest ever state of the union address | US News | Sky News Boaz Weinstein sounds the alarm on private credit: 'the wheels are coming off' (PCMM:NASDAQ) | Seeking Alpha Fed's Cook Says AI Triggering Big Changes, Sees Possible Short-Term Unemployment Rise Fed's Goolsbee Says Tariff Ruling Could Help Cool Inflation US Warns Anthropic to Allow Unrestricted Use of AI by Military | Financial Post Anthropic Links AI Agent With Tools for Investment Banking, HR - Bloomberg Leyla on X: "Go read this. 1. Insurers are increasingly holding Level 3 assets on their books. 18% of fixed income holdings in aggregate, with some exceeding 30% (36% of Athene's assets are Level 3). The concern here is opacity of said assets (and whether they are sellable at par if" / X German pension fund collapse sparks questions on oversight of €300 billion industry – Firstpost boaz weinstein on X: "The way the wheels are coming off the car in the equities of private credit managers, (and the investors who hold them - look at LNC today), public credit looks absurdly rich. This might surprise, but Saba Capital is long stock in BX, ARES, APOL, and also OWL! We sold down a" / X junkbondinvestor on X: "PE exits hit $717B last year. Sounds great, right? Actually 7 deals made up a fifth of that total. Deal count actually fell 2%. The industry isn’t recovering. A handful of mega-exits are masking that everyone else is stuck. https://t.co/ZSAKFbxtIn " / X The IRS says Meta now owes nearly $16 billion in taxes Why unemployment in Switzerland is increasing more than elsewhere in Europe - SWI swissinfo.ch

#AI .. There’s an increasingly dystopian tone to commentary on AI. Fed Gov Waller today: “The thing with AI is it’s coming at us so fast….that it’s easy to start seeing jobs that may go away before you see the new jobs that are going to be created.” >>> IMHO, AI bubble will come with further big test, China is using a totally different approach to AI: - open source, mass scale, cheap vs The West approach to AI which is close source, private, profit driven, only the big Tech Bro's benefit... Markets : trade tensions, volatile tariffs dynamics (chaotic!), AI disruption weighing on sentiment, Governments should tax AI to cushion the impact of sweeping job losses, Alap Shah, co-author of the Citrini report (indeed they should, and fast), FedEx sues for refund of Trump tariffs (the 1st of many, law firms the big winners!) , Bessent initiated 'USDJPY check', Iceland to Fast-Track EU accession referendum to August, instead of the originally planned 2027 vote >>> USD picks up a little, EURUSD 1.19-1.20 top for now, USDJPY better big again (markets not worried about Bessent's check), risk overall remains a 'reduce' crowded tech/AI trade on rallies, BTC grinding lower still Geopolitics : Trump said an Iran strike would be “easily won,” but he’d prefer a diplomatic deal, rebuffing reports that the Pentagon was concerned about a potential war.  (BBG), Panama moves to occupy canal ports after court scraps CK Hutchison deal, Ukraine-Hungary dispute escalates over Russian oil flows Jamie Dimon said rival banks are doing “dumb things” to boost income as he noted similarities to the pre-2008 crisis era. He told investors the credit cycle will sour again. He sees JPMorgan as a winner in the AI race FedEx sues for refund of Trump tariffs after Supreme Court ruling Tariff chaos is back as Europe-U.S. trade deal is in question Iceland may fast-track vote on joining EU: report Ukraine-Hungary dispute escalates over Russian oil flows Jamie Dimon Warns of Risky Lending As Competition Heats up - Business Insider Donald Trump’s global tariff takes effect at 10% Bitcoin falls to nearly $64,000 as 2026 crypto woes continue Panama moves to occupy canal ports after court scraps CK Hutchison deal | World News - Business Standard US Treasury Secretary initiated January's yen-dollar rate check: sources - Nikkei Asia China puts Japanese companies on export control lists as tensions rise China leaves benchmark lending rates unchanged as Beijing signals tolerance for stronger yuan Taleb, Citrini fuel AI scare trade as IBM drops most in 25 years NASA's Artemis II launch date gets pushed back again France curtails US Ambassador Kushner's government access after he fails to obey summons - France 24 Lord Mandelson arrested on suspicion of misconduct in public office Salvage begins of Swiss train derailed by avalanche - SWI swissinfo.ch

Markets : Alts assets managers pulse check #BlueOwl #Apolo etc, #AI didn't make knowledge worthless, it made access to knowledge worthless, Ai has infinite 'knowledge' and zippo common sense nor wisdom !!, IS and Ai price war about to begin ??.. . (play accordingly), #Crude reacts to Iran threats as it should (6months highs) , Les Wexner's full deposition on Epstein investigation (confirms a lot of things..), Nvidia and OpenAI abandon unfinished $100bn deal in favour of $30bn investment, |  Pardoned Binance Founder Hobnobs With Trump Sons and Administration Officials at Mar-a-Lago Crypto Fest ... !! >>> equity markets continue to hold' overall, huge rotations though still going on, Alts fund managers now under pressure, it seems we go from one weakness/sector to another (unwinding? hedging? bigger things to come ?) , FX pretty quiet with bonds, VIX had a meaningful move up, but no consequences, yet anyway, crude the natural 'Iran' clean bet.. Geopolitics : Trump just announced the U.S. will send $10 BILLION to his so-called “Board of Peace.” An offshore entity he controls. Where he’s chairman for life (grifting..outright illegal) , Trump warns of 'bad things' if Iran doesn't make a deal as US ramps up military presence Blue Owl curbs investor liquidity following asset sale, reminiscent of mid 2007/2008 and how it started, beware IF it spreads... it's all about the building blocks underneath.. perhaps the #IGV sell-off is some sorts of hedge (techs/SaaS private assets...), British authorities have reportedly begun sending Pam Bondi copies of Prince Andrew's emails collected after his arrest with notes that say, "Since you spilled black all over your copies, here are fresh, uncensored copies that will help you finally arrest someone!" | Advisers Want Trump to Focus on the Economy. It’s Easier Said Than Done. Foreign policy draws the president’s attention while voters raise concerns about the cost of living. (WSJ) Trump warns of 'bad things' if Iran doesn't make a deal as US ramps up military presence Oil Rises to Highest Since August on Iran Conflict Concerns Ukraine war live: Over 1,000 Kenyans to fight in Putin’s war Is an AI price war about to begin? Trump says U.S. will contribute $10 billion to Board of Peace - CBS News Can't make this up.. Pardoned Binance founder hobnobs with Trump sons, administration officials at Mar-a-Lago crypto fest Christine Lagarde intends to complete her term at | GBAF Change of mind.. Blue Owl curbs investor liquidity following private loans sale Blue Owl Sold Private Loans to Pension Giants and Own Insurer - Bloomberg Apollo Seeks to Reassure Clients About Rowan’s Epstein Ties - Bloomberg Apollo’s $27.5 Billion Panic Two powerful teachers’ unions demand SEC investigation. Hint at massive pullout. “Apollo Seeks to Reassure Clients About Rowan’s Epstein Ties” Top Traders Unplugged Podcast - GM97: Why Isn’t Anything Breaking? ft. Steen Jakobsen | Free Listening on Podbean App The crypto-loving billionaire and the $400mn ‘perfect fraud’ A White House advisor wants economists 'disciplined' for tariff study Advisers want Trump to focus on the economy. It’s easier said than done. Nvidia and OpenAI abandon unclosed $100 billion deal in favor of $30 billion investment - Goo Goo Read | Coo-coo-reading Johnson & Johnson explores $20 billion sale of orthopedics unit, Bloomberg News reports Mark Zuckerberg to testify in Meta social media addiction trial Billionaire Les Wexner tells lawmakers he was 'conned' by Epstein and did 'nothing wrong' Oversight Committee on X: "🚨 BREAKING: The House Oversight Committee is releasing the FULL deposition video of Les Wexner from our Epstein investigation. No spin. The American people deserve to see the testimony for themselves—transparency matters. Link to full deposition below 👇🏻 https://t.co/TeJ50JAFnl " / X Clash Report on X: "French President Macron: Free speech is a pure bullshit if nobody knows how you are guided through this so-called free speech—especially when it is to be guided from one hated speech to another hated speech. I just want to have a transparent road through these different https://t.co/pFAQ62SsxU " / X he's right.. what free speech... “free speech” is meaningless if the algos behind it aren’t transparent.... and clearly they are not.. all we have is some kind of ''guided speech'' these voices, kind of people (political usually) are boosted, others shadow‑banned, and we don’t 'really' know why (based on which ever web page we click on..etc)...calling that free speech is simply wrong or misplaced IMHO..

Geopolitics : US Gathers the most Air Power in the Mideast since the 2003 Iraq invasion  , The US will withdraw all of its remaining troops from Syria over the next two months, Dutch company built a new drone carrier in Romania for the Portuguese fleet! European Navy rising Markets : Fed minutes reveal discussion of a possible rate hike if inflation doesn’t cool, minutes also confirmed 'rate check' in USDJPY last month at the behest of the Treasury, Quantum threat to BTC (Saylor..), Over 80% of companies report no productivity gains from AI so far despite billions in investment >>> USD picks up a little bit of strength on FED minutes (talks of hike as well as int rate cut-mixed), risk overall stays firm, metals rebounded (bit wild yesterday again), GOLD back to $5K+, QQQ underperforming as it should, rotation etc.. will Europe have a proper go at social media and big techs ?.. it certainly is a card they can play vs U.S into mid-terms.. (trade and geopolitics, Russia, Iran etc).. many seems to think something big is happening with Iran.. (>>if anything crude should react..!..), let's see after earnings what Walmart can do form here, it is already on a 45 P/E.. #IBKR CEO: "So margin loans have been on roughly 10% to 12% of client assets. And to tell you, frankly, I get nervous when margin loans rise too quickly" Putin really going for it now, setting the stage for a full shut down of Russian internet, even crafting the law so that the Duma can't prevent it France to sell India 114 Rafale jets in a massive 90 billion Euro deal production will be localised to India to finalise the deal IMF calls on China to halve industrial subsidies Trump’s Board of Peace to pledge $5bn to rebuild Gaza  | Yet Hamas would need to disarm before a peace plan can get under way. (WSJ) Anthropic's CEO Dario Amodei: There are only a small number of years before AI models surpass the cognitive capabilities of most humans at most things... America’s Military Buildup Around Iran: What We Know and What It Means - Middle East Forum Russia-Ukraine talks to resume in Geneva as US claims 'meaningful' progress Delegations from the United Kingdom and France showed up to the Geneva negotiations without being invited and completely shifted the dynamic. The original plan between Trump and Russia was to corner Ukraine. That strategy just ran into London and Paris. They sent a clear message: no deals about Europe without Europe Putin könnte Internet in Russland komplett abschalten | Nau.ch German Chancellor Merz says US leadership ‘lost,’ calls for repair of relations Portugal builds Europe's first dedicated drone carrier, D João II Way to go ! AI can cure thousand-year diseases but risks are real, Anthropic CEO at India AI Impact Summit | Watch Michael Saylor's Strategy Adds 2,486 BTC Amid Institutional Concerns Over Quantum Threat To Bitcoin >>>> What he's not telling folks on CNBC is that the insane rate of shareholder dilution would pretty much destroy shareholders in MSTR.., much faster than the company itself.... Fed minutes reveal discussion of a possible rate hike if inflation doesn’t cool - MarketWatch Fed says last month's 'rate checks' were at Treasury's request | Reuters Over 80% of companies report no productivity gains from AI so far despite billions in investment, survey suggests — 6,000 executives also reveal 1/3 of leaders use AI, but only for 90 minutes a week | Tom's Hardware IMF calls on China to halve industrial subsidies EU approves agreement with London on Gibraltar That's sensible way to go ! now.. UK should replace fiscal rules with ‘traffic light’ system, says think-tank France’s Macron in India to boost Rafale deal talks, AI ties Mark Zuckerberg to testify in Meta social media addiction trial Why... ?.. Palantir Pays Zero Federal Income Tax Despite Explosive Growth, Largely Due to Trump Tax Law – ITEP Mamdani threatens to raise NYC property taxes by 10% Keep an eye on this one .. Why Carvana (CVNA) Is Down 10.4% After Fraud Allegations And Regulatory Scrutiny Emerge And What's Next Casino Royale. . Las Vegas casino doubles down on Bitcoin – The Armchair Trader Clash Report on X: "Anthropic's CEO Dario Amodei: There are only a small number of years before AI models surpass the cognitive capabilities of most humans at most things. A set of AI agents more capable than most humans at most things — coordinating at superhuman speed. That level of capability https://t.co/QfwJVXaX4P " / X