Solid Intel 🛰

INTEL: Iranian negotiators walk out of talks with the US in protest over President Trump's threats. Twitter

Hours earlier, Trump told Fox’s Trey Yingst he warned Iran: “You close it and you won’t have a country” if they shut the Strait of Hormuz “you won’t even make it back to your f***ing country.” Developing.

INTEL: The Iranian delegation reportedly refused to take part in a planned handshake and joint photo-op with the U.S. delegation, followed by the Trump's "you won't make it back home" early threat Twitter

INTEL: Anthropic’s “Mythos” AI broke into almost all NSA classified systems in hours | per The Economist Twitter

INTEL: Iran’s President says the country will never give up its right to enrich uranium, hardening Tehran’s stance | per state media Twitter

INTEL: Ray Dalio says US stocks could deliver -5% to -10% real returns over the next 5-10 years, warns the market is dangerously concentrated in a handful of AI names Twitter

No new time set yet. The trip signals Washington still wants the 60-day track alive after this week’s MOU, even as fighting in Lebanon tests the deal. Vance had delayed his own Switzerland trip Thursday. Developing.

INTEL: Trump envoy Witkoff is heading to Switzerland for potential Iran talks, days after the round was postponed over Israel-Hezbollah escalation | per Axios Twitter

INTEL: US intelligence agencies have warned the Trump administration that Netanyahu is likely to take steps undermining Trump’s effort to reach a lasting peace deal with Iran, driven by Israeli pressure to keep fighting in Lebanon | per WaPo Twitter

INTEL: Trump says Chinese President Xi will visit the US in September Twitter

INTEL: Israel and Hezbollah have agreed to a ceasefire starting at 4 PM local time | per Reuters, citing a US official Twitter

INTEL: Franklin Templeton files for ETFs that would reinvest stock dividends into Bitcoin Twitter

INTEL: US-Iran talks scheduled for today at Switzerland’s Bürgenstock resort have been CANCELED | per the Swiss Foreign Ministry VP JD Vance pulled out overnight after Iran’s delegation had already withdrawn over Israeli strikes in Lebanon Twitter

INTEL: ⚠️ Microsoft warns of a new crypto-stealing malware active since February which swaps wallet addresses copied to users clipboard with the attacker’s, steals seed phrases, and uses Tor to stay hidden. Spreading via infected USB drives | per Microsoft Twitter

INTEL: Global trust in the news media just hit an all-time low of 37%. For the first time, more people get their news from social platforms than any traditional outlet | Per Reuters Institute Digital News Report 2026 Twitter

INTEL: The AI “tokenmaxxing” era is ending with companies including Uber, Meta and Amazon are capping employee AI usage as costs spiral | Uber set a $1,500/month per-employee limit Twitter

INTEL: Trump could delay weapons shipments or move toward a de facto arms embargo on Israel if Netanyahu refuses to withdraw forces from southern Lebanon, Israeli officials saying | per Maariv Twitter

INTEL: TRUMP SAYS MOU IS PROBABLY UNCONDITIONAL SURRENDER Twitter

INTEL: Iran has reportedly suspended the entire 60-day negotiation period with the US, citing Israeli attacks on southern Lebanon as a breach of the MOU’s first clause, less than 24 hours after signing | per Fars & Al-Mayadeen Iran’s delegation was preparing to depart for Switzerland before the trip was called off. Talks remain suspended until Israeli attacks stop and the US adheres to first-clause obligations. Twitter

INTEL: BlackRock’s Jay Jacobs says Bitcoin can no longer be ignored, saying “You can't ignore it at this point. It's a large enough asset. Bitcoin has utility.” Twitter