GLOBAL LEDGER

₿ Crypto, markets & global affairs
Tracking capital, risk and the narratives shaping markets

[Watcher.Guru @WatcherGuru]

JUST IN: OpenAI says it will terminate its partnership and cut off access to 'Cursor' AI coding tool following SpaceX acquisition.

[Bull Theory @BullTheoryio]

BREAKING: 🇺🇸 President Trump says the US has entered into the "BIGGEST OIL DEAL IN WORLD HISTORY."

The deal secures majority control of more than 65 BILLION barrels of proven oil reserves in Venezuela.

Trump says the deal will increase US oil supply, lower gas prices and strengthen ties between the two countries.

[Whale Insider @WhaleInsider]

JUST IN: 🇵🇰 Pakistan's crypto chief advocates for a national $BTC reserve to enhance financial inclusion and economic resilience.

[Bull Theory @BullTheoryio]

🚨 INSANE VOLATILITY IN US MARKETS

Nearly $1.5 trillion swung in the S&P 500 in just 3 hours as Kevin Warsh's Jackson Hole speech shook markets

+0.22% adding $160B in the first 30 minutes after the open.

-0.42% wiping $300B in 12 minutes as Warsh turned hawkish on inflation.

+0.70% adding $500B over the next hour as he refused to pre-commit to a September rate hike.

-0.77% wiping $550B in the last 1 hour.

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 Odds of the Federal Reserve raising interest rates next month surge to 49%.

[Bubblz @heybubblz]

$WLFI is still ~82% below its old high.

Today World Liberty got conditional approval for a national trust bank built around USD1.

A $500M Abu Dhabi investment. USD1 at ~$4B.

Pretty strange place for an 82%-down token to end up.

[GLOBAL LEDGER @LedgerCurrent]

Wall Street wanted lighter capital rules. Now the banks are fighting over who gets the bigger break.

$JPM says one Fed tweak costs it $13B in relief. $GS and $MS stand to gain.

Same reform. Very different incentives.

[Crypto Rover @cryptorover]

BOOM 🚀 Bitcoin Coinbase Premium just flipped GREEN for this first time in over 3 months.

US institutions are spot buying again! 🤯

[Bull Theory @BullTheoryio]

BREAKING: Germany's 10 year bond yield hits 3.265%, the highest level since 2011

Traders are now pricing in a hawkish ECB, with a possible rate hike in September as Iran war pushes Oil higher.

[GLOBAL LEDGER @LedgerCurrent]

Stablecoins were supposed to go around the banks.

Now the banks want in.

$JPM is weighing its own, while $BAC and other major lenders are exploring bank-backed versions.

The fight is shifting from “crypto vs banks” to who owns the payment rails.

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 Federal judge rules Trump administration violated Anthropic's First Amendment rights by labeling it a supply-chain risk.

[Watcher.Guru @WatcherGuru]

JUST IN: JPMorgan warns a large-scale food supply crisis could hit within the next year.

[Ash Crypto @AshCrypto]

HUGE: 🇺🇸 $13 Trillion Charles Schwab will soon let its users trade $SOL, $AVAX and $LINK.

Institutions are moving into altcoins now.

[Bull Theory @BullTheoryio]

��🇵 Japanese investors sold ¥1.97 Trillion of foreign bonds last week, the largest weekly sale in 5 months.

This is a sharp reversal from the buying seen through May and June.

Rising expectations of a BOJ rate hike have been building for weeks, with odds of a September move sitting around 85%.

A rate hike raises the case for holding yen and Japanese bonds, which could be pushing investors to sell foreign bonds and bring money back home.

[GLOBAL LEDGER @LedgerCurrent]

Washington is considering chip tariffs that could reach laptops and data-center servers too.

If servers get pulled into the tariff net, this stops being just a semiconductor story.

AI infrastructure gets more expensive too.

$NVDA $AMD $TSM

[Ash Crypto @AshCrypto]

Bitcoin just hit $80,000 🚀

$80 million shorts liquidated in 60 mins.

[GLOBAL LEDGER @LedgerCurrent]

July PCE came in at 3.7%. September hike odds moved from 36% to 44%.

$SPY barely flinched.

That’s the interesting part. Markets are getting used to inflation staying hot.

The risk isn’t one bad print. It’s everyone deciding higher rates are normal.

[unusual_whales @unusual_whales]

BREAKING: All US immigrant visa applications have been paused by the Trump administration

[Bitcoin Magazine @BitcoinMagazine]

JUST IN: Asia’s largest Bitcoin conference starts tomorrow 🇭🇰

You are not ready 🚀

[GLOBAL LEDGER @LedgerCurrent]

$BTC traded above $80K for the first time since May.

Last week: +23%, $1.92B into spot ETFs, and $7.2B in leveraged shorts wiped out.

This isn’t one catalyst anymore. A weaker dollar, Treasury buybacks and real ETF demand are all hitting the same trade.