Solid Intel 🛰

INTEL: Trump says Iran ceasefire extension is highly unlikely and expires Wednesday evening Washington time Twitter

INTEL: Stocks vs housing since 1970 shows a widening gap in long term returns with equities significantly outperforming U.S. home prices Twitter

INTEL: Tom Lee’s Bitmine buys 101,627 $ETH in its largest weekly purchase since December and lifts holdings to 4.98 million $ETH, about 4.1% of supply Twitter

INTEL: Trump administration to begin refunding $166 billion in tariffs Twitter

INTEL: STRATEGY BUYS 34,164 $BTC FOR AGGREGATE PURCHASE PRICE $2.54B Twitter

INTEL: Public bitcoin miners sold over 32,000 $BTC in Q1 2026, a record liquidation, as firms pivot capital toward AI infrastructure amid rising mining costs Twitter

INTEL: EU to require smartphones sold from February 2027 to have user replaceable batteries and provide spare parts and repair manuals for at least 10 years Twitter

INTEL: Armed forces will take necessary action against the “terrorist American army,” spokesperson for Iran’s Khatam al-Anbiya Central Headquarters says Twitter

INTEL: Tehran submitted a 10 point proposal via Pakistan and will make decisions on negotiations based on its national interests, Iran FM spokesperson says Twitter

INTEL: IRANIAN FORCES CARRIED OUT A DRONE STRIKE TOWARD U.S. MILITARY SHIPS Twitter

INTEL: U.S. futures drop while oil surges as Iran war talks stall and the Strait of Hormuz is closed. S&P 500 -1.0% Nasdaq -1.1% Dow -1.0% WTI +8.5% Brent +8.0% U.S. crude jumps above $89 as Iran denies new talks and markets react. Twitter

INTEL: IRAN WILL SOON RESPOND AND RETALIATE AGAINST THIS 'MARITIME AND ARMED ROBBERY' BY U.S. MILITARY, IRAN'S TOP JOINT MILITARY COMMAND SAYS Twitter

INTEL: Details of the latest U.S.-Iran draft proposal, according to Amit Segal & various other journalists: – Iran commits to a 15-year enrichment suspension, with the exception of research reactors for medical isotopes. – Iran’s stockpile of 60% and 20% enriched uranium would be partially converted to reactor fuel, and partially ‘downblended’ to a lower enrichment level. However, it won’t leave Iran. – IAEA supervison on nuclear sites. – Opening the Strait of Hormuz, with the possibility of collecting tolls. – The U.S. will offer Iran phased sanctions relief. – The U.S. will unfreeze all Iranian assets currently frozen abroad, amounting to $20 Billion or more. – The U.S. will commit to a non-aggression pact with Iran that is ensured through a UN National Security Council resolution and a treaty ratified by Congress. – The U.S. will withdraw all its military forces from the Persian Gulf. NOTE: This is simply the proposal currently being discussed, neither side have yet agreed to it. Twitter

INTEL: Trump says the concept of the deal is done. I think we have a very good chance to get it completed Twitter

INTEL: IRAN REJECTED TAKING PART IN THE SECOND ROUND OF THE TALKS WITH THE U.S, ACCORDING TO IRAN'S IRNA Twitter

INTEL: Trump just said if Iran doesn't take the deal he "is going to knock out every single Power Plant, and every single Bridge, in Iran. NO MORE MR. NICE GUY!." Twitter

INTEL: WHITE HOUSE SOURCE SAYS TRUMP WANTS TO PUSH HARD FOR AN IRAN DEAL, BUT IS FRUSTRATED WITH IRANIAN ACTIONS TRUMP SAYS IRAN COMMITTED 'SERIOUS VIOLATION’ OF CEASEFIRE TRUMP STILL THINKS CAN GET PEACE DEAL WITH IRAN TRUMP ON PEACE DEAL SAYS 'IT WILL HAPPEN Twitter

INTEL: Houthis say they will close the Bab el-Mandeb Strait if Trump continues to obstruct peace, according to group leadership. The chokepoint links the Red Sea and Gulf of Aden, carrying ~12% of global seaborne oil and ~8% of LNG. Twitter

INTEL: U.S. preparing to board and seize Iran-linked oil tankers in international waters in the coming days, expanding its naval crackdown. Part of “Operation Economic Fury,” aimed at forcing Iran to reopen the Strait and make nuclear concessions. Twitter

INTEL: IRAN’S SUPREME NATIONAL SECURITY COUNCIL says control over the Strait of Hormuz includes charging for security, safety, and environmental protection services, per state media. Twitter