Solid Intel 🛰

INTEL: Jamie Dimon unloads on crypto regulation and Coinbase: “Banks will not accept” the current CLARITY Act. Calls Brian Armstrong “full of sh*t.” “No one’s going to bow down to this guy or that company.” Twitter

INTEL: Iran says US deal is still awaiting final approval -Hormuz reopening would follow the lifting of the US blockade -Strait traffic would resume under Iran’s own security and transit arrangements -Sources deny any MOU clause requiring Tehran to destroy nuclear materials Twitter

INTEL: IRAN HAS STRESSED THAT AFTER THE US BLOCKADE IS LIFTED, IT WILL REOPEN THE STRAIT OF HORMUZ ACCORDING TO ITS OWN PRE-DETERMINED ARRANGEMENTS Twitter

INTEL: TRUMP SAYS US LIFTING NAVAL BLOCKADE, SHIPS MAY START HEADING HOME Twitter

INTEL: CFTC staff says certain crypto perpetuals qualify as foreign futures and grants FCMs no-action relief to use customer BTC, ETH and stablecoins as margin with foreign brokers Twitter

INTEL: US Chicago business activity jumped to 62.7 in May, topping the 50.3 estimate and 49.2 prior reading Twitter

INTEL: Warren Buffett Indicator hits record 236%, putting US stocks at 2.36x GDP and above the dot-com and 2021 valuation peaks Twitter

INTEL: ICE CEO Jeff Sprecher says Hyperliquid is “bigger than Nasdaq” despite having 11 employees, warning its SpaceX derivatives market could become “bigger than the IPO itself” Twitter

INTEL: NATO’s Rutte warns Russia’s reckless behavior is a danger to all after a Russian drone hit a residential block in Romania Twitter

INTEL: Anthropic has reportedly raised $65 billion in Series H funding at a staggering $965 billion post-money valuation, while reports estimate the company is now generating at least 35% more revenue than OpenAI. Twitter

INTEL: BESSENT SAYS NO DEAL WITH IRAN WITHOUT OPEN HORMUZ AND ENRICHED URANIUM Twitter

INTEL: IRAN SAYS US DEAL TEXT NOT FINALIZED, REJECTS WESTERN REPORTS Twitter

INTEL: Strategy has bought 2.6x more $BTC than miners have produced so far in 2026 Twitter

INTEL: TRUMP ASKED FOR A FEW DAYS TO THINK ABOUT THE FINAL DEAL Twitter

INTEL: US and Iran reach 60-day MOU for ceasefire and nuclear talks pending Trump’s final approval, with Iran to clear Hormuz mines within 30 days and US blockade relief tied to restored commercial shipping Twitter

INTEL: Bessent says Treasury sanctioned Iran’s PGSA over Strait tolls, warned entities not to hide payments as aid, and will cut Iranian airlines from landing slots, refueling and ticket sales as US escalates its “economic fury” campaign Twitter

INTEL: US JOBLESS CLAIMS 215K IN MAY 23 WEEK; EST. 211K US PRELIM Q1 GDP +1.6% (CONSENSUS +2.0%) US APRIL PCE PRICE INDEX RISES 0.4% M/M; EST. +0.5% US APRIL PCE PRICE INDEX RISES 3.8% Y/Y; EST. +3.8% Twitter

INTEL: BlackRock dopisted 7,048 $BTC worth $516M to Coinbase Prime in past hour, marking its largest single-day $BTC net outflow on record Twitter

INTEL: China’s Shanghai Futures Exchange is working on AI-token futures, turning LLM usage into a tradable hedge for enterprise AI costs Twitter

INTEL: Trump admin is bracing for a potential collapse of Cuba’s government this summer, with SOUTHCOM preparing military contingencies as officials say no invasion is planned Twitter