Solid Intel 🛰

INTEL: US private payrolls rose by 109,000 in April, topping the 99,000 estimate Twitter

INTEL: Trump says it is “too soon” to begin preparations for signing a peace deal with Iran Twitter

INTEL: US private payrolls rose by 109,000 in April, topping the 99,000 estimate Twitter

INTEL: FBI Director Kash Patel confirms UFO files have been delivered for release Twitter

INTEL: TRUMP ON IRAN -IF IRAN DOESN'T AGREE TO DEAL, THE BOMBING STARTS AND IT WILL BE, SADLY, AT A MUCH HIGHER LEVEL AND INTENSITY THAN IT WAS BEFORE - IF IRAN AGREES, EPIC FURY WILL BE AT AN END, AND HIGHLY EFFECTIVE BLOCKADE WILL ALLOW HORMUZ STRAIT TO BE OPEN TO ALL, INCLUDING IRAN Twitter

INTEL: Iran says “threats have been neutralized” and confirms new Strait of Hormuz transit protocol as IRGC Navy says safe passage will be guaranteed Twitter

INTEL: U.S.-Iran negotiations are centered on a proposed 14-point MOU, with Tehran expected to respond on key terms within 48 hours. Key points under discussion: • Formal end of war + 30-day negotiation window • Long-term uranium enrichment freeze — U.S. initially demanded 20 years — Iran reportedly proposed 5 years — Current expectation: ~12–15 years • No nuclear weapons + no underground facilities • Expanded snap inspections • Removal of highly enriched uranium from Iran • U.S. sanctions relief + release of frozen assets • Phased reopening of the Strait of Hormuz + end of U.S. naval blockade • “Snapback” clause allowing renewed blockade or military action if talks collapse Main sticking points remain enrichment limits, HEU removal and inspection access Twitter

INTEL: Michael Saylor announced that Strategy might sell a small amount of BTC to cover dividends on $STRC - Total raised via STRC: $8.5B - Current annual dividend rate: 11.5% (paid monthly) - Monthly payout: ~$82M (~$984M/year) - Cash on balance sheet: $2.2B Last week they raised ~$82M through STRC, but instead of buying BTC, the money went straight to dividend payments. Twitter

INTEL: Strategy Posts Q1 Unrealised Loss Of $12.5B, Whilst Polymarket Odds Of Them Reaching 1M Units Of BTC In Holdings Sit At 61% Twitter

INTEL: OPERATION EPIC FURY 'IS OVER,' NOW 'PROJECT FREEDOM'- RUBIO Twitter

INTEL: CME to launch bitcoin volatility futures on June 1 pending approval, settling to CME aCF Bitcoin Volatility Index (BVX) Twitter

INTEL: Iran’s joint military command denies carrying out any attacks on the UAE in recent days Twitter

INTEL: TRUMP ON IRAN -Iran knows what not to do -All 8 little boats of Iran gone -Iran boats not fast like a missile -Not one ship has passed through Hormuz blockade -Asked what would violate ceasefire: you'll find out -Iran respects us, they didn't used to, Iran respects us more than ever -Don't want to say whether we will arm the Iranian civilians Twitter

INTEL: Anthropic CEO says individual SaaS companies may fail from AI disruption even as the overall software industry continues to grow Twitter

INTEL: Trump admin warned Iran ahead of planned US operation to guide ships through Strait of Hormuz, as officials say Trump could order resumption of war later this week if talks stall Twitter

INTEL: US job openings reached 6.866 million in March, above the 6.835 million estimate Twitter

INTEL: US APRIL ISM SERVICES PMI AT 53.6 VS 54.0; EST. 53.7 US APRIL ISM SERVICES PRICES PAID AT 70.7 VS 70.7 US APRIL ISM SERVICES EMPLOYMENT AT 48 VS 45.2 US APRIL ISM SERVICES NEW ORDERS AT 53.5 VS 60.6 Twitter

INTEL: US services activity rose to 51.0 in April, below the 51.3 forecast and above the 49.8 prior reading Twitter

INTEL: Hegseth says Iran ceasefire remains in effect Twitter

INTEL: Iranian attacks since ceasefire remain below war threshold, Caine says, citing limited drone and missile activity as Tehran reconstitutes forces under US blockade pressure Twitter