ROY

@KobeissiLetter We await FED’s decision tomorrow

Something rare is on the verge of occurring in the US economy: The gap between the US unemployment rate and headline CPI has narrowed to just 0.1 percentage points, the smallest since 2022. This comes as inflation rose to 4.2% in May, the highest since April 2023, while the unemployment rate stood at 4.3% in March, April, and May. Historically, periods when this gap has approached zero have often been followed by Fed rate hikes. The most recent example includes 2021-2022, when inflation exceeded the unemployment rate for 22 months. This prompted the Fed to hike rates by 5.25 percentage points to 5.5% between March 2022 and July 2023, the highest since 2001. Inflation is back at the center of the Fed's attention.

@WatcherGuru Still a win for crypto, SpaceX hold bitcoin on their balance sheet

@NigeriaStories The Nigerian Senate is taking steps to regulate digital assets/cryptocurrencies already, the bill has passed second reading and now with the committee on capital market for futher legislative works

@KobeissiLetter AI about to suck all the liquidity available in the equity markets!

The AI revolution needs more funding: Net equity issuances are estimated to rise to ~$200 billion in 2026 and surge +500% YoY in 2027, to ~$1.2 trillion, according to JP Morgan. This includes IPOs, secondary offerings, and other share sales after accounting for buybacks. Combined, this would be the largest 2-year period of net stock issuance since at least the late 1990s. This marks a sharp reversal from ~$12 trillion of shares repurchased in the previous 20 years, shrinking the available stock supply consistently each year. The surge is being driven by SpaceX's, $SPCX, $85.7 billion IPO, the largest in history, alongside upcoming mega IPOs from OpenAI and Anthropic. At the same time, Alphabet, $GOOGL, Meta, $META, and Oracle, $ORCL, are expected to raise hundreds of billions in secondary share offerings to fund their AI spending plans. We are about to witness a historic wave of US equity issuance.

Apoti Idibo

Everything starts from a place…. A little here and there, he becomes good at what he does best. Wishing you and the family God’s best…

Dear Arsenal @Arsenal, It is with a heavy heart and a deep sense of pain that I write this to you. Over the past few weeks, something has shifted; something we, as fans, can feel but struggle to fully explain. The sharpness, the hunger, the fire that once defined every touch, every run, every tackle… it seems to have faded just a little. And in a league as unforgiving as this, even the slightest drop costs everything. We understand the demands. We see the intensity of the fixtures, the physical toll, the mental exhaustion. Fatigue is real, pressure is real. But this moment, this very point in the season, is not where we can afford to slow down or lose belief. This is where champions are defined. This is where resilience must speak louder than weariness. It hurts, not because we’ve lost games, but because we know what this team is capable of. We have seen the brilliance, the dominance, the unity. We have celebrated the moments where you made the impossible look routine. That is why these recent performances cut so deep; because they don’t reflect the true Arsenal we believe in. The fans are not just disappointed; we are restless, anxious, and longing to see that spark again. Not perfection, but passion. Not just results, but fight. We want to see a team that refuses to be broken, a team that rises when the weight gets heavier. So take a breath; but not to retreat. Take a breath to reset, to refocus, to remind yourselves of what is still within reach. The title is not gone. The dream is still alive. And as long as there is a chance, there must be belief. Stand up. Fight harder. Push further. Give everything. Because we are still here. We are still behind you. And we still believe. With pain, with hope, and with unwavering love, A Loyal Fan COYG!!!

@Cointelegraph All assets will ultimately be onchain!

@unusual_whales Maybe he’s right, SpaceX has risen over 60% since debut on nasdaq

@KobeissiLetter Good old days are back?.. interesting

@durov This is concerning

@KobeissiLetter SpaceX listing has to be the most consequential listing in history!

Retail investors are piling in to SpaceX stock: Over the last 2 trading sessions, retail investors bought nearly as much SpaceX, $SPCX, as every other US single stock combined in the entire prior week, according to Vanda Research data. On Monday alone, retail purchased +$93.8 million of $SPCX shares, accounting for ~73% of all retail single-stock purchases during the day. In the first 10 minutes of Monday’s session, retail investor turnover in the stock exceeded $7 million. Individual investors also bought some semiconductor stocks such as Marvell $MRVL, Micron $MU, SanDisk $SNDK, and Broadcom $AVGO. Retail appetite for risk shows no signs of slowing.

Indian telecom Reliance is sabotaging access to Telegram for millions of users OUTSIDE India (including the UAE) via a rogue method called BGP hijacking. The sabotage seems intentional, as Reliance has ignored multiple reports. This may be part of a competitive war, as Reliance is partially owned by Meta — the company behind WhatsApp. Network operators are advised to reject unauthorized BGP announcements from Reliance (AS18101) to prevent route hijacks and ensure stable Internet access for their users. Such abuse of global Internet routing is alarming. I wouldn’t be surprised if Reliance/WhatsApp were also behind the recent lobbying effort to ban Telegram in India.

BREAKING: US oil prices extend losses to -7% on the day, falling below $76/barrel, on news that the US-Iran deal is expected to include sanctions relief.

JUST IN: Elon Musk is now worth more than Bitcoin's entire market cap. Elon Musk: $1.4 trillion Bitcoin: $1.3 trillion

@unusual_whales Interesting 🤔

UFC fighters at the White House got paid with Trump family stablecoins, per FORTUNE

@KobeissiLetter Energy prices about to drop sharply

BREAKING: The US will allow Iran to immediately begin selling oil and fuel under the deal to end the war, per WSJ. Details include: 1. The provision for waivers of sanctions on oil sales takes effect immediately upon signing the agreement 2. This also covers necessary services including banking, transportation and insurance needed to facilitate the sales 3. Iran is expected to receive upfront sanctions relief under the deal with further relief tied to Iran’s performance Oil prices are down sharply on the news.

@durov @X premium creators