Haru

“The big money is not in the buying and selling, but in the waiting.”

[Crypto Rover @cryptorover]

🚀ASIAN MARKETS JUST ADDED NEARLY $1 TRILLION IN A SINGLE DAY AFTER TRUMP’S PEACE DEAL ANNOUNCEMENT.

🇯🇵 Nikkei +4.99%
+¥51 trillion added.

🇰🇷 KOSPI +5.2%
+₩331 trillion added.

🇮🇳 Nifty +1.19%
+₹5 trillion added.

🇹🇼 Taiwan +2.78%
+NT$4.1 trillion added.

🇨🇳 Shanghai +1.61%
+$110 billion added.

[Haru @haruvipbb]

Whale alert on $ASTER 🐋
A sharp whale just pulled 3.2M $ASTER straight from Binance in the last few hours

0xB70e3cEe0Bb1b434F5cda1D83Bd2641C83ee764f.

Instead of holding in the main wallet, they instantly swept everything to a fresh secondary address:

0x5f92dC3c8a41e25198c11428516F65Be15434C83

[Cointelegraph @Cointelegraph]

🔥 BULLISH: Standard Chartered forecasts $UNI could reach $100 by 2030, citing a 37x growth in tokenized assets active in DeFi.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: SpaceX stock, $SPCX, surges +9% in overnight trading and hits $2.7 trillion in market cap.

SpaceX has officially surpassed Amazon to become the 5th largest public company in the world.

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 $1.1 trillion added to the US stock market today.

[Cointelegraph @Cointelegraph]

🔥 HUGE: Elon Musk's net worth surged $164.8B in a single trading day, pushing him to $1.3T.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The SpaceX IPO, $SPCX, raised a record $85.7 billion after underwriters exercised the "greenshoe" overallotment.

This officially exceeds the previous record by 191%, which was set by Saudi Aramco in 2020, at $29.4 billion.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The S&P 500 surges over +100 points after President Trump says the time and place of an Iran deal signing will be “announced shortly."

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 $1.15 trillion added to the US stock market today.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The Nasdaq 100 extends losses to nearly -4% on the day as President Trump says Iran has shot down a US Apache helicopter.

[Cointelegraph @Cointelegraph]

🔥 NEW: Ethena has partnered with $480B asset manager Janus Henderson to allocate and distribute tokenized CLO funds.

[Rand Group @randgroup]

🇺🇸 Trump's Updated Portfolio

[Watcher.Guru @WatcherGuru]

JUST IN: Bitcoin surges 5% to $64,000 after President Trump says Israeli PM Netanyahu has "no choice" but to accept an Iran deal.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: S&P 500 futures erase all losses and turn green after President Trump says Israel has "no choice" but to accept an Iran deal.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: South Korea’s stock market has been halted after falling -8.4% at the open.

[Bull Theory @BullTheoryio]

🚨 EVERYTHING THAT COULD GO WRONG FOR MARKETS WENT WRONG TODAY.

S&P 500 down -1.65%, wiping out $1.14 trillion.
Nasdaq down -2.60%, wiping out $1.11 trillion.
Gold down -3.38%, wiping out $1 trillion.
Silver down -6.9%, wiping out $280 billion.
Bitcoin down -6.31%, wiping out $80 billion.

In total $2.5 TRILLION wiped out in a single session. These were not isolated moves. Everything started breaking at the same time.

It started with the jobs report this morning.

The US economy added 172,000 jobs in May. Wall Street expected 88,000. That is almost double.

On any normal day, strong jobs is good news. But inflation is already at 3.8% and oil is sitting at $90. A labor market this strong tells the Fed it cannot cut interest rates and may actually need to raise them.

The probability of a rate hike this year went from 40% to 57% in a single day. That spooked every investor holding tech and growth stocks because higher rates mean those stocks are worth less today.

Then the AI trade started cracking.

Yesterday Broadcom reported record earnings: revenue up 48%, AI chip sales up 143% and the stock still crashed 12.6%. The reason was simple.

Broadcom did not raise its AI revenue targets for the year. Investors had expected it to. That single miss made people ask a question they had been avoiding for months: are we paying too much for AI stocks?

That question got louder today when a research firm called SemiAnalysis revealed that Nvidia's next-generation AI chips will need significantly less memory than everyone assumed, roughly half of what the market was pricing in.

Memory chips are what companies like SK Hynix and Samsung make. SK Hynix fell nearly 10% today. Samsung fell over 6%.

South Korea's entire stock market crashed 5.5% in a single session. Japan's semiconductor stocks did the same.

And then Anthropic added fuel to the fire by publishing a report warning that AI is getting close to the point where it can improve itself without human help and calling for a global pause in AI development.

Coming on the same day as the memory demand news and Broadcom's miss, it fed a single growing fear across the market: what if the AI boom is moving faster than the business models can keep up with?

Underneath all of this, there is a liquidity problem nobody is talking about.

SpaceX goes public next week at a $1.75 trillion valuation. Anthropic just filed to go public. OpenAI is next.

These three companies together are worth $4 to $5 trillion. Fund managers need cash to buy into these listings.

But cash levels are already at their lowest since early 2024. The only way to raise cash is to sell what they already own. That selling is happening right now.

The new Fed Chair Kevin Warsh will also hold his very first policy meeting in 11 days. He was appointed by Trump with the expectation of cutting rates.

He is now walking into a situation where inflation is high, oil is high, and the job market is running hot. Investors do not know what he will do.

When nobody knows what the most powerful central banker in the world will decide in less than two weeks, the safest move is to reduce risk today.

Everything that could go wrong, went wrong at the same time. A hot jobs report, a collapsing ceasefire, a crack in the AI trade, a trillion dollar liquidity drain, and a Fed meeting with no clear outcome.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Bitcoin is now expected to fall below $50,000 this year.

There is now a record high 65% chance of Bitcoin falling below $50,000 in 2026.

[Cointelegraph @Cointelegraph]

⚡ MASSIVE: Almost $1T has been wiped out since January 1st.

[Watcher.Guru @WatcherGuru]

JUST IN: Over $1 trillion wiped out from the US stock market in the first two hours of trading today.

[The Kobeissi Letter @KobeissiLetter]

What just happened?

The S&P 500 just erased nearly -$2 TRILLION of market cap just hours after 3rd strongest US jobs report in 18 months.

Meanwhile, Bitcoin is officially down over -50% from its record high in October 2025.

What's happening? Let us explain.

(a thread)