Solid Intel 🛰

INTEL: U.S. launches fresh airstrikes against Iran hours after Trump vowed retaliation for the downing of a U.S. Army Apache helicopter, as six explosions are reported on Qeshm Island. Twitter

INTEL: Oil shipments through the Strait of Hormuz will resume in Q3, but traffic is not expected to return to pre-war levels until early 2027, IEA says Twitter

INTEL: Anthropic will release Claude Fable later today, a safeguarded Mythos-class model priced about 2x Claude Opus, after initial Mythos pricing was 5x Opus, The Information says Twitter

INTEL: Talks to prevent Iran from acquiring a nuclear weapon are achieving “positive results,” citing a White House official Twitter

INTEL: Von der Leyen says EU will double down with 21st Russia sanctions package, including powers for full third-country bans on crypto-asset services Twitter

INTEL: Taiwan weighs AI chip export curbs on China to align with US rules, targeting advanced chips and AI servers routed through third-country supply chains Twitter

INTEL: Japanese bank SBI Shinsei to launch crypto rewards for depositors this fall, letting customers convert 20% of fiat interest into BTC, ETH or XRP vouchers Twitter

INTEL: China considers $295B nationwide plan to build AI data centers Twitter

INTEL: Zcash developers finalize Ironwood upgrade rules, adding a new Orchard shielded pool and restricting legacy pool payments to reduce counterfeiting risk $ZEC Twitter

INTEL: Trump confirms US-Iran talks to end the war remain active, with Lebanon and frozen assets still holding up a final deal Twitter

INTEL: Israel is holding fire on Iran for now but will respond "with might" if attacked again, Netanyahu says Twitter

INTEL: CFTC scraps plan to share office space with the SEC and will extend its Washington lease for another five years Twitter

INTEL: FTX CO-FOUNDER BANKMAN-FRIED FORMALLY APPLIES FOR TRUMP PARDON Twitter

INTEL: Citrini promotes Hyperliquid as the antidote to FTX’s failure in latest post $HYPE Twitter

INTEL: BitMine adds 126,971 $ETH, lifting holdings to 5.54M $ETH or 4.59% of supply, with total crypto and cash holdings at $9.6B Twitter

INTEL: Israel is halting strikes in Iran at Trump’s request, while operations against Hezbollah in southern Lebanon will continue, Israeli media report Twitter

INTEL: STRATEGY BOUGHT 1,550 $BTC ($101.3M) AT AN AVERAGE PRICE OF $65,332 Twitter

INTEL: STRIVE PURCHASES 32 $BTC AT $63,911 AVERAGE PRICE FROM JUNE 2-7 Twitter

INTEL: US spot Bitcoin ETFs posted $1.72B in net outflows last week, the second-largest weekly withdrawal since launch, while Ether ETFs lost $173M and extended their outflow streak to four weeks

INTEL: Iran has NOT blocked the Bab el-Mandeb Strait, despite circulating claims. The actual development is that Houthis reiterating an existing ban on Israeli-linked ships in the Red Sea (not a new escalation) The Houthis have restricted Israeli-linked vessels in the Red Sea for over a year and today's statement reaffirms that, it isn't a new closure. No credible confirmation of any Bab el-Mandeb or fresh Hormuz blockade. We'll flag it immediately if that changes Twitter