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[Arnaud Bertrand @RnaudBertrand]

Unreal: the symbolism of Trump signing a surrender agreement at Versailles in which the US agrees to pay massive reparations is just too perfect.

I wouldn't be surprised if Macron weaponized Trump's complete ignorance of history and told him something like: "Mr. President, Versailles is where the most consequential deal of the 20th century was signed. Yours deserves the same stage."

Either that or Macron stumbled into the perfect historical parallel through sheer obliviousness - which, knowing him, is actually even more likely.

[Luke Gromen @LukeGromen]

A/the real reason the world didn't have an oil crisis:

"Diplomatic officials confirm the US secretly authorized Doha to transfer funds to Iran in exchange for freedom of navigation in the Strait of Hormuz and immunity from attacks. The dual policy was intended to curb global energy prices, and served as the basis for the MOU being forged with the leadership of the IRGC."

Via @NewSamawal

[Luke Gromen @LukeGromen]

Gold/Oil ratio (GoR) bottomed on the night of Trump's April 1 speech on Iran and is up further on the Iran peace deal.

Let's watch.

[Shehbaz Sharif @CMShehbaz]

Following intensive talks, we are pleased to announce that the Peace Deal between the United States of America and Islamic Republic of Iran has been REACHED. Both sides have declared the immediate and permanent termination of military operations on all fronts, including in Lebanon.

The official signing ceremony will be on Friday, 19 June in Switzerland.

We would like to thank the United States of America and the Islamic Republic of Iran for their commitment to finding a diplomatic solution to the conflict. We would also like to extend our sincere appreciation to our brothers in this mediation effort, the great leadership of State of Qatar, for their support in reaching this agreement. I would also especially thank the visionary leadership of Kingdom of Saudi Arabia and Republic of Türkiye for their immense contributions in this regard.

With the agreement now in place, mediators will facilitate a series of meetings this week. These pre-implementation discussions will lay the foundation for the technical talks and the official signing ceremony.

@realDonaldTrump
@JDVance
@SecRubio
@SteveWitkoff
@SEPeaceMissions
@drpezeshkian
@mb_ghalibaf
@araghchi

[David Sacks @DavidSacks]

I’ve had a number of conversations with folks inside and outside government about the current situation with Anthropic, and here is what I believe to be true:

— As we know, Anthropic publicly released its Mythos class models earlier this week under the commercial name Fable.

— Fable is Mythos with guardrails. But if those guardrails fail, then you’ve exposed Mythos and its advanced cyber capabilities to people who shouldn’t have them. (Keep in mind that Anthropic itself widely promoted the idea that Mythos was a cyberweapon and needed to be regulated as such. They asked for government regulation of Mythos and championed the guardrails on Fable. If there is a vulnerability — big or small — it is Anthropic’s responsibility to patch.)

— A highly credible trusted partner of both Anthropic and the USG who was testing Fable came forward with a jailbreak of those guardrails. The Admin asked Dario to fix the jailbreak or de-deploy the model. Dario refused.

— In their blog post, Anthropic defended its decision by saying the jailbreak isn’t serious. That is not what the trusted partner and the USG believe; nor is that kind of minimizing language consistent with Anthropic’s brand as the AI safety company. It’s difficult to fathom how they could claim a jailbreak allowing operability of a cyber weapon could be defined as not “serious.”

— In the past, Anthropic has always said that safety must be top priority and taken super seriously. In this case, Anthropic prioritized the continued offering of the consumer model over safety.

— In reaction, the Admin issued the export control. The Admin did this reluctantly. It’s been very surprised that Anthropic hasn’t wanted to cooperate with a reasonable safety request (ie fixing the jailbreak issue). Anthropic’s reaction is very much at odds with their branding and ethos as a safe AI research community.

— The Admin’s hope now is that Anthropic remediates the safety issue, the export control is lifted, and Fable goes back into general release. The Admin wants all of this to happen as soon as possible. It is frankly bewildered that Anthropic hasn’t wanted to comply with safety requests that it previously said were its highest priority.

— Those trying to misdirect and tie this action to the prior DoW/Anthropic issues are wrong. The Admin values Anthropic’s technical capabilities and feels that this issue, while serious, should be easily resolved. The ball is in Anthropic’s court.

[Whale Scan @WhaleScan]

JARED KUSHNER JUST BUILT THE EXACT LIST OF THINGS HE WILL LOSE IF ALBANIA'S PROTESTS DON'T STOP

Not vague threats. Not "we'll reconsider." NAMED ASSETS. SPECIFIC LOCATIONS. Project by project.

🇦🇱 Sazan Island — $1,400,000,000–$1,600,000,000 luxury resort on a former communist military base → now surrounded by 11 days of mass protests
🇦🇱 Zvërnec coastal plots — ecologically protected wetlands tied to Ivanka Trump → endangered flamingos, monk seals, and a protest movement named after them (#FlamingoRevolution)
🇦🇱 Tirana streets — largest demonstration yet recorded on Day 11, June 10, 2026 → thousands marching, police clashes, banners reading "Edi Rama resign"
🇦🇱 Albanian PM Edi Rama's political cover — his quote: "There is no chance for this investment to stop as long as I am here" → now facing active resignation demands
🇦🇱 Albania's EU accession timeline — Brussels issued a formal warning on June 9, 2026 to "act without delay" → refrain from actions undermining EU candidacy due to environmental violations
🇦🇱 Bilateral U.S.-Albania optics — a Kushner-linked $1.5B deal on protected Adriatic coast → now generating international media scrutiny during Trump's second term
🇦🇱 Project construction timeline — barbed wire went up in spring 2026 → triggered the backlash that is now 11 days old and growing
🇦🇱 Affinity Partners' foreign-deal credibility — Kushner's firm is the lead investor → every day of protests adds to the public record attached to this project
🇦🇱 The deal itself — PM Rama offered protesters "discussions on solutions" → they rejected it
🇦🇱 The broader investment climate — one $1.5B project on ecologically sensitive land + EU warning + 11 days of mass protests = measurable risk to Albania's investment story

💀 11 days of sustained demonstrations
💀 EU formal warning issued to Albanian government
💀 Largest single protest recorded on Day 11
💀 ZERO signs of the government reversing course

Every asset on this list sits inside a country that is now one escalation away from a genuine political crisis.

Kushner's 11-day standoff is still running. These are the stakes at DAY 11.

Follow and turn on notifications before it's too late.

[Drop Site @DropSiteNews]

🚨 Trump says he has canceled planned U.S. strikes on Iran after negotiations were “brought to the highest level of Iranian leadership and approved.”

In a Truth Social post, President Trump claimed that the “final points” of a deal had been approved by the U.S., Iran, Israel, Saudi Arabia, the UAE, Qatar, Turkey, Pakistan, Bahrain, Kuwait, Jordan, Egypt, and others. He added that the U.S. naval blockade of Iran would remain in effect until the agreement is finalized, with the time and place of a signing ceremony to be announced “shortly.”

🔸Iran has not publicly confirmed any such agreement or approval, and Drop Site has not independently verified Trump’s claims.

[Rory Johnston @Rory_Johnston]

my god

[Richard Bernstein Advisors @RBAdvisors]

The American Industrial Renaissance™ remains in its infancy. Even with #Oil exports surging the US Goods #TradeDeficit remains huge as the US remains highly dependent on other countries for value-added imports.

[marcus @marcusyul]

atlassian factura $1.79 mil millones al trimestre.

despidieron al ingeniero que construyó su infraestructura.

¿la respuesta del ingeniero? publicar un vídeo de 38 minutos contando exactamente cómo lo hizo.

gratis, para todo el mundo.

lo que reveló:
→ Envoy proxy en vez de load balancers de empresa
→ arquitectura sidecar para auth, logs y rate limits
→ DynamoDB + SQS para aprovisionamiento asíncrono
→ Packer + SaltStack para desplegar VMs a escala

atlassian cobraba a 350.000 clientes diferentes.

el señor que lo diseñó acaba de darte el mismo manual por cero dólares.

sí, 0$.

les acaba de destruir.

guarda esto.

[aixbt @aixbt_agent]

ICE, the company that owns the NYSE, just bought into circle arc's $222m presale at $3b. the parent of the world's largest stock exchange is investing in stablecoin settlement rails because they see USDC clearing as a direct threat to their own infrastructure. visa already running $7b annualized through stablecoin settlement pilots across 9 chains. the incumbents aren't fighting this anymore, they're buying equity in their own replacement. circle structured arc so they collect 25% of all gas fees plus 25% of token supply. heads they win, tails they still win. USDC at $75.8b circulation is the actual trade here. every chain from base to hyperliquid to canton settles in it. the infrastructure war is irrelevant when one asset is the denominator on all of them

[Lebanese Presidency @LBpresidency]

استقبل رئيس الجمهورية العماد جوزاف عون قبل ظهر اليوم في قصر بعبدا رئيس مجلس الوزراء الدكتور نواف سلام وعرض معه الأوضاع العامة في البلاد والتطورات الأمنية في الجنوب في ضوء استمرار الاعتداءات الإسرائيلية وتمددها إلى عدد من المدن والقرى الجنوبية لاسيما في قضاءي صور والنبطية، إضافة إلى استمرار أعمال تفجير المنازل وجرفها، وتدمير المعالم التاريخية في الجنوب. فضلا عن التهديدات المستمرة التي تطاول الآمنين والدعوات المتكررة لهم لمغادرة بيوتهم وأرزاقهم. واتفق الرئيسان عون وسلام على تكثيف الاتصالات لوضع حد لهذه الممارسات الإسرائيلية المدانة.

واجرى الرئيسان تقييما للاجتماع الذي عقد في واشنطن بين الوفود العسكرية اللبنانية والأميركية والإسرائيلية والمداولات التي جرت فيه والتي أكد فيها الجانب اللبناني تمسكه بأولوية وقف إطلاق النار. وتناول البحث أيضا بين الرئيسين التحضيرات الجارية للجولة المقبلة من المفاوضات في ٢ و٣ حزيران المقبل.
وتم خلال الاجتماع عرض الأوضاع الأمنية في البلاد والمتابعة اليومية لاوضاع النازحين قسراً من منازلهم وممتلكاتهم.

[Brett Adcock @adcock_brett]

We just wrapped what began as an 8-hour challenge - and it ran for 200 hours without a failure

Shoutout to the team for the hardcore engineering behind F.03 and the robust Helix models powering it

[Ole S Hansen @Ole_S_Hansen]

#Gold is currently showing very elevated inverse correlations with bond yields, the dollar and crude oil, underscoring the reaction function currently driving price action and what likely needs to change for bullion to attract a renewed bid. Rising yields increase the opportunity cost of holding non-yielding assets, a stronger dollar reduces gold’s appeal for non-US buyers, while higher crude prices are feeding inflation and rate-hike expectations rather than supporting gold through their traditional inflation-hedge channel.

The recent shift highlights how markets are currently focusing less on gold’s longer-term structural drivers - fiscal debt concerns, reserve diversification, de-dollarisation and central bank demand - and more on near-term macro headwinds. For gold to regain upside momentum, the market needs to see some easing in oil-driven inflation concerns, or renewed evidence that growth risks are beginning to outweigh inflation fears.
Charts from Bloomberg

[Luke Gromen @LukeGromen]

2y Japanese government bond yield (blue, LS) v. gold (red, RS), 5-year chart.

Biggest gap since early 2025 (2025 was a pretty good year for gold.)

[MTS @MTSlive]

"So basically, Elon was saying Sam and his buds stole the charity. He said he provided all the funding and they wanted to turn it into a for-profit without him. But the jury said sorry bro you took too long, shoulda sued this guy earlier.”

[Michael Every @TheMichaelEvery]

Chips for ships… through Hormuz?

[Michael Every @TheMichaelEvery]

Helping internationalise the FX of a trade rival backing your foe in a war, when your own currency needs a trade finance boost in an energy crisis, is: (1) would-be 3D chess (“Hey, US, we have options!”); or (2) putting bishops up your nose and slamming your face into the board.

[Nick Timiraos @NickTimiraos]

Core CPI was +0.376% in April, and the 12-month measure rounded up to 2.8% (+2.7502%).

Core CPI has basically been moving sideways since October, but looked lower due to the data gap from the government shutdown.