Solid Intel 🛰

INTEL: Iran says Qatar will release $6B in frozen Iranian funds as part of a preliminary US-Iran deal The funds are half of the $12B held in Qatari banks, with US and Iranian teams set to meet in Doha to coordinate the release. Twitter

INTEL: US-Iran peace talks scheduled for this week in Switzerland have been canceled due to renewed fighting Twitter

INTEL: Bitcoin-backed mortgages are live, Fannie Mae just issued its first Twitter

INTEL: Araghchi says Iran alone controls the Strait of Hormuz over the next 30 days Twitter

INTEL: U.S. MILITARY CONDUCTS STRIKES IN THE STRAIT OF HORMUZ AREA | PER AXIOS Twitter

INTEL: Trump's war on Iran becomes 'most unpopular conflict' in US history Twitter

INTEL: Lenovo says cheap RAM and SSD prices may not come back this decade AI demand is pushing DRAM and NAND into a new pricing era, with Apple already raising MacBook and iPad prices, Xbox raising console prices by up to $150, and Micron warning memory supply may stay tight beyond 2027 Twitter

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INTEL: Iran proposes charging service fees for ships using the Strait of Hormuz, with revenue shared among Gulf countries | per WSJ Iran estimates the fees could generate around $40B annually Twitter

INTEL: Strategy's $STRC preferred stock falls to a record low of $75, while $MSTR shares drop below $90 Twitter

INTEL: U.S. economy grew 2.1% in the first quarter, topping the 1.6% forecast Twitter

INTEL: Iran IRGC is threatens any ship using the new US-backed Hormuz route | per Lloyd’s Twitter

INTEL: Circle and Nomura plan stablecoin settlement service in Japan, aiming to offer instant FX and cross-border payments for companies as early as 2027 Twitter

INTEL: Ripple’s $RLUSD stablecoin gets official approval for use in Japan Twitter

INTEL: $BTC long-term holders now control a record 79% of circulating supply, signaling continued accumulation and tighter available supply | per K33 Research Twitter

INTEL: Micron $MU surges 10%+ after hours on a strong earnings beat, adding roughly $120B in market cap since the report Twitter

INTEL: MICROSTRATEGY FALLS BELOW $100, FIRST TIME SINCE MAR 2024 Twitter

INTEL: BlackRock recommends a 1-2% $BTC allocation for traditional portfolios, saying a small position can add upside without taking over risk Twitter

INTEL: Binance says it will stay in the EU and make another attempt to secure a crypto license after its failed bid Twitter

INTEL: Gulf states are negotiating a new security pact with Iran, moving out from under the US umbrella, the Qatari PM says | per FT A separate Israeli report alleges Qatar has quietly expanded economic and military cooperation with Iran since 2018. Tehran and Doha have grown closer for years, but a formal regional security framework that sidelines Washington would mark a major shift in the Gulf's posture. Developing Twitter