Tapati M.e

ABSOLUTE BLOODBATH IN US MARKETS 🩸 Almost $1 TRILLION has been wiped out in just 5 minutes after the market open.

Distribution from large, long-term holders is at bear market LOW levels per the Supply Adjusted CDD. 🔒 Historically, low readings here have coincided with reduced sell-side pressure from experienced holders. 📉 What does this signal to you? 👇

🚨 THE U.S. BOND MARKET IS SCREAMING A MASSIVE WARNING. While the S&P 500 just hit a fresh record high of 7,501, the bond market is pricing in higher interest rates for longer. The 30 year yield is at 5.085%. The 20 year is at 5.092%. The 10 year is at 4.538%. Every maturity is rising at the same time. Stocks are at all time highs because the AI boom is driving earnings and the market is pricing in years of continued growth. Bond yields do not care about AI. They care about a $2 trillion annual deficit, oil at $100, persistent inflation and a government borrowing more money every single day to fund a war. Both cannot be right. And historically it is not the bond market that is wrong.

BOJ intervened 6 times, and USD/JPY is going up again. BOJ is draining their reserves, and now they probably have one option. "DO RATE HIKES."

BREAKING: Nasdaq 100 futures extend losses to over -1.7%, now on track for the biggest daily decline since March 27th. The market is growing concerned over the rapid surge of US treasury yields.

Short-Term Whales Decide the Next Move “If BTC can stabilize above this cohort’s cost basis, unrealized stress disappears & these whales may transition from defensive sellers into passive holders again, removing significant sell-side pressure from the market.” – By @MorenoDV_

CRASH 🩸 US stock market futures are dumping ahead of market open. S&P 500 futures are down 1.46%, wiping out roughly $1.1 TRILLION from its market’s value.

JUST IN: Semiconductor stocks are most "overbought" since 2000

JUST IN: Honda reports its first annual loss since 1957.

OIL FLOWS THROUGH HORMUZ TICK HIGHER AS MORE SUPERTANKERS EXIT Supertanker traffic through the Strait of Hormuz has picked up over the past four days, offering limited relief to global oil markets following the largest supply disruption in history. Four supertankers, each hauling roughly 2 million barrels of mostly Iraqi crude, have exited the strait since May 10, a transit rate close to 2 million barrels per day. Before the war, about 20 tankers of various sizes crossed the waterway daily. EIA data released Wednesday confirmed the scale of the shock. Hormuz crude and petroleum liquid flows fell to 14.6 million barrels per day in Q1 2026, down from 20.4 million a year earlier, a 30% drop quarter on year.

S&P 500 all time high NASDAQ all time high NVDA all time high Bitcoin down 36% from all time high Ethereum down 54% from all time high Solana down 69% from all time high

There it is folks: Interest rate futures now see a BASE CASE of the next Fed move being a rate HIKE. In fact, the odds of the Fed cutting interest rates before July 2027 are a mere 1%. As inflation hits its highest level since 2023, the Fed is left with no option. All as Consumer Confidence just hit a record low and the labor market is weakening under the surface. Rate hikes into stagflation are coming.

LATEST: 💰 Nakamoto posted $238.8M in Q1 losses as Bitcoin fell, but revenue grew to $2.7M after acquiring BTC Inc and UTXO Management.

‼️European jet fuel stocks are running critically low: Commercial jet fuel stocks across Europe could fall to the International Energy Agency's critical threshold of 23 days of cover by the end of May. Ireland has already exhausted its commercial jet fuel stocks, with France, Germany, and Spain all on track to follow before summer, while the UK and Denmark are projected to run out by late 2026. Jet fuel prices have already DOUBLED since the start of the war, yet once stocks fall below the critical threshold, consumption would need to fall by a further ~20% to balance supply. Achieving that level of demand reduction would require jet fuel prices to TRIPLE from pre-war levels, which would force European airlines to raise ticket prices by ~50% or begin grounding planes entirely. Europe's summer travel season is heading straight into a fuel crisis.

BREAKING: Look at this. Trump bought $DELL. He bought multiple times since February 10th, up to more than $5,000,000. On May 8th, he said: "Go out and buy a Dell." He owned millions of $DELL at that point. Unusual.

Bitcoin has seen a -52.36% max drawdown this cycle — and while price capitulation looks complete, the data says time-based capitulation likely still has roughly 4 WEEKS to run. 📊 Here's the one data point I'm waiting for before I act. 📈 Full vid here: 👇

Shiller PE is now less than 5% away from surpassing the level reached during the Dot Com Bubble which would give the stock market its most expensive valuation in history 🚨🚨🚨

Clarity Act markup/vote has started. This is the Most important bill in the history of crypto and If it gets passed today, It will remove manipulation, give clarity on rules and bring TRILLIONS from institutions. With this, market will explode like we have never seen before in history. Patience.

🇺🇸 JUST IN: Sen. Warner says CLARITY talks moved forward after Republicans accepted some proposed changes, per Eleanor Terrett.

U.S. STOCK MARKET IS UNSTOPPABLE The S&P 500 just crossed 7,500 for the first time in history. It is up +0.95% today, adding over $715 BILLION to it's marketcap.