RVhighlights

🐈 SpaceX rallied overnight to $229.40, nearing a $3 trillion valuation and potentially becoming the world's 4th most valuable company. Meanwhile, the Bank of Japan raised rates to 1% without causing panic. Markets rallied on optimism regarding the U.S.–Iran agreement. The S&P 500 gained roughly $1.2 trillion. Bitcoin briefly exceeded $67K before settling near $66.3K. Markets currently favor optimism over tightening policy. However, Japan's rate hike remains a long-term risk if global sentiment sours and liquidity tightens further. 💪 t.me/FinancialWorldUpdates

⚠️⚠️⚠️⚠️ ⚡️ SpaceX will acquire the company behind Cursor through a merger expected to close in Q3. 💪 t.me/FinancialWorldUpdates

👇👇👇⚠️ Goldman reports that option markets currently show the most bearish sentiment in gold ever recorded. 💪 t.me/FinancialWorldUpdates

If you had bought SpaceX's $SPCX IPO last Friday, you would have out performed everyone holding ETH for the past 5 years. @WatcherGuru

JUST IN: 🇺🇸 $1.1 trillion added to the US stock market today. @WatcherGuru

JUST IN: BlackRock to launch Bitcoin Premium Income ETF tomorrow. @WatcherGuru

U.S.-Iran deal lifts equities, sends oil lower, while crypto stays wary The peace deal reached over the weekend provided the stimulus many markets had been waiting for. Crypto traders, however, have learned to distrust this particular headline

🇺🇸🇮🇷 TRUMP: "We are not investing any money in Iran." News | Markets | YouTube

Zimbabwe introduces its first cryptocurrency regulations - NewZimbabwe.com https://www.newzimbabwe.com/zimbabwe-introduces-its-first-cryptocurrency-regulations/

Ghana: BoG Warns Financial Institutions Against Unauthorised Foreign Currency Platforms https://allafrica.com/stories/202606150310.html

First Capital Bank backs Royal Harare pavilion project First Capital Bank Limited has entered into a 20-year partnership with the Royal Harare Golf Club (RHGC) to develop a pavilion at Royal Palampilo Park, in a move the lender says reflects its commitment to long-term investment in community and national development initiatives. The project forms part of the bank’s broader strategy to support infrastructure development and initiatives that create lasting value while contributing to economic growth in Zimbabwe. Speaking during the project’s official launch on Friday, First Capital Bank head of marketing and communications Fadzai Marowa said the partnership extended beyond conventional sponsorship. https://www.newsday.co.zw/business/article/200057046/first-capital-bank-backs-royal-harare-pavilion-project

The evolution of central banks' lending operations: insights from the Markets Committee Compendium https://www.bis.org/publ/qtrpdf/r_qt2606b.htm

🇯🇵 BoJ to 1% but crypto didn’t care this time. Here’s why: The Bank of Japan hiked 25bp to 1.0% today, the highest since September 1995. After this, Nikkei punched through 70,000 for the first time ever, USD/JPY held above 160, and BTC barely flinched at ~$66k. In August 2024, a same-sized surprise hike dragged BTC from $65k to $50k in a week. Four reasons the playbook broke: 1. The hike was already priced in. Polymarket sat at 98–99% pre-meeting. 2. Carry is structurally smaller. The fast hedge-fund leg blew up in 2024, with net JPY shorts collapsing from ~180k to flat in 5 weeks. Today’s 145k shorts are extreme but hedged carry has been negative since mid-2022. 3. BTC is already low. 50% off October highs, $4.4B of ETF outflows over 13 sessions cleared the leverage. 4. Real rates remain deeply negative. The carry isn’t dead, it’s just no longer the marginal driver of BTC. News | Markets | YouTube