AlphaBriefing

🇺🇸 Geopolitics. Markets. What's between the lines. ⚡️Trained to spot what others miss. We scan. We surface. You decide. 🧠 RTs ≠ endorsement.

[AlphaBriefing @TheAlphaBrief]

Rare earths are the chips nobody's talking about.

SpaceX just proved it: orbital dominance isn't enough—supply chain dominance is.

The asymmetry: China still controls rare earth supply. https://t.co/qxiuRjMlCk

[AlphaBriefing @TheAlphaBrief]

Geopolitical easing unlocked risk appetite. But watch where it's flowing.

Bitcoin -1.26%. Ethereum +10%. Solana +12%. JTO +28%.

That's not a crypto rally. That's a rotation away from BTC dominance into tech and altcoins while Bitcoin consolidates at $65.7k.

The question: Is this rational repricing of risk? Or leverage-driven euphoria that collapses at the Asia open?

Watch BTC volume and liquidation data overnight. 🔍

https://t.co/7tLL37GHI6

[Emmanuel Pernot-Leplay @PernotLeplay]

🇫🇷 🇺🇸 Big unexpected news: France ends the contract between Palantir and DGSI (domestic intelligence agency).

Palantir will be replaced by ChapsVision. The contract had previously been renewed several times for lack of alternative.

🇩🇪 Germany also moved to ChapsVision earlier this year.

[D A Z @Authentic369]

Looks like More and More is being Disclosed by David Grusch….

Watch this 👇🏾👇🏾👇🏾

[Disclosure Party @disclosureorg]

The U.S. government has created a new ODNI-led interagency UAP Governance Board, supported by outside advisory groups including Avi Loeb’s Science Advisory Council, to coordinate UAP investigations, improve data collection and analysis, support AARO, and accelerate declassification efforts.

The ODNI issued this statement to Liberation Times:

"To support the President's directive on UAP transparency, ODNI — alongside FBI and DOW [Department of War] — established a UAP Governance Board to provide guidance, recommendations and coordination at the interagency level, bringing together military, law enforcement, the Intelligence Community, and other civilian agencies."

https://t.co/6HOlbHH0u9

[Gerb @UAPGERB]

Mr. Mellon,

While many, including myself, appreciate your tenacity here, this is a perplexing tweet...

You are calling for the release of UAP space data, satellite data, and detection from the Ballistic Missile Early Warning System; however, you yourself have commented on several occasions on the existence of both the legacy programs and recovered materials/biological samples.

The number one example that comes to mind is this redacted Signal messaging screenshot you released in 2024 in response to Sean Kirkpatrick voluntarily offering Signal exchanges between you and him for a FOIA release.

This redacted exchange with an unknown individual not only confirms you know the management structure, security control systems, and ownership of the crash retrieval portfolio, but that you are also aware of a highly classified memo by SecAF in the 1950s that is still in effect to maintain cover for the legacy programs.

Indeed, you also in this exchange confirm you are aware of the Air Force legacy SES-2 gatekeeper (likely Russel E. Wyler) and state the 1953 Kingman, Arizona UFO crash was indeed real and recovered.

So why exactly is this memo by a former SecAF or the release of the Kingman wreckage and biologics not a priority for you? These have lower precedence than your listed IMINT/SIGINT data?....

You have said similar things on several occasions regarding UFO retrieval and exploitation, including a 2023 NewsNation appearance with Chris Cuomo where you stated: "I’ve been told that we have recovered technology that did not originate on this Earth, by officials in the Department of Defense and by former intelligence officials."

https://t.co/Bnin6fajhK

This feels like a bizarre pivot back to your and Mr. Elizondo's ~ 2017-2023 narrative of discussing an amorphous non-human presence on this planet without breaking into the fine details of recovered technical vehicles or biologics.

At the same time, I find it bizarre that your list is excluding maritime UFO sensor data encounters. We know, all the way back to the days of Project Blue Book, USO/maritime UFO encounters are often strikingly anomalous and occur almost more frequently than any space-based UFO monitoring and tracking.

Others and I share the concern that within the Age of Disclosure documentary, Jay Stratton, who retired as a Defense Intelligence Senior Executive (DISES) from the Office of Naval Intelligence (ONI), purposefully excluded Navy elements from the film's "Legacy Program" outline to protect his Naval interest or prior exposure to Naval Legacy Elements. Mr. Mellon, are you doing the same? Admiral Gallaudet has advocated for the study of UFO/USO in maritime environments tirelessly. Why do you not also advocate for release of such data?

An additional worthy pursuit, as I have publicly requested, is for you to comment on your former SSCI coworker, Mary K. Sturtevant. As I have stated, I am aware that whilst Sturtevant was Lockheed Martin VP of Government Affairs and VP for Intelligence, Joint and Science & Technology Progams, she aided in the blocking of the Kona Blue PSAP UFO materials transfer between Lockheed Martin and the AAWSAP. My public request to you can be found here:

https://t.co/gAD3Lv6R6V

Why is UFO retrieval, exploitation, and reverse engineering, for which you have advocated transparency in the past, taking a backseat to a handful of specific sensor data?

[General Mike Flynn @GenFlynn]

When do our drone games begin? This is badassery and it should unnerve our military commanders.

[AlphaBriefing @TheAlphaBrief]

Dubai crude premia just flipped negative for the first time since Q1 2026.

That's not a price collapse. It's a contango collapse—markets pricing future oil *cheaper* than today's oil.

Only happens when supply fears lift faster than demand destruction. Iran sanctions relief is the trigger.

But the real signal: the commodity shock trade is already broken. https://t.co/eC21Ia1ukK

[Tony Seruga @TonySeruga]

1/7 🧵

🚨 “STOPPED COLD”: FBI Uncovers 23-Person Drone-and-Sniper Plot to Massacre Crowd at Trump’s White House UFC Event — 5 in Custody

Explosive Drones, Snipers, a White House Gate Assault — The 23-Person Terror Plot the FBI Crushed in 6 Days

This is genuinely one of the most chilling and operationally sophisticated domestic terror plots we’ve seen in years. Let’s break it down.

[AlphaBriefing @TheAlphaBrief]

SpaceX just IPO'd at $2T+.

The asymmetry: Risk is Elon execution. Upside is irreversible US orbital dominance.

Market priced the upside correctly.

https://t.co/A6tsMPcvhv

[AlphaBriefing @TheAlphaBrief]

The commodity shock trade is already broken.

Qatar reaching 80% LNG capacity in 2 months post-ceasefire. If energy infrastructure rebounds faster than consensus priced, inflation stays benign and the energy crisis narrative collapses.

Watch oil pricing — still in "permanent shock" mode despite recovery timelines that look nothing like a shock.

https://t.co/eC21Ia1ukK

[AlphaBriefing @TheAlphaBrief]

🛡️ ALPHA BRIEFING — Tuesday, June 16, 2026

🌍 GEOPOLITICS

• **US-Iran Ceasefire Framework — Hormuz Set to Reopen.** Washington and Tehran signed a preliminary 60-day ceasefire MOU over the weekend, with a formal ceremony set for June 19 in Geneva. The deal reopens the Strait of Hormuz — roughly 20% of global oil and LNG flows through it — to toll-free commercial shipping. Iran clears the mines; the US lifts its naval blockade. Nuclear talks begin in a 60-day window. Israel remains outside the agreement and skeptical. It's a major American diplomatic win on a critical chokepoint — but the hard part (nuclear caps, proxy disarmament, sanctions) starts now.

• **Ukraine Drones Strike Moscow Oil Refinery — 9th Straight Night.** Ukraine launched another mass drone barrage on Russia overnight, hitting the Moscow Oil Refinery in Kapotnya and sparking a fire at one of the region's largest fuel facilities. All four of Moscow's international airports faced disruptions. Russian authorities claimed to down 172 drones across Russian regions and occupied territories in a single night. Kyiv frames the campaign as "coercion" — making the war economically painful inside Russia itself to press the Kremlin toward talks.

• **G7 Convenes in Évian as Iran Deal Reshapes the Room.** The 52nd G7 Summit (Évian-les-Bains, France, June 15–17), hosted by Macron, entered day two with the US-Iran breakthrough front and center. Leaders are aligned on Ukraine support, critical minerals supply chains, AI governance, and countering China's economic influence. Ukraine's Zelenskyy is participating in key sessions. Final communiqué expected June 17.

🏦 MARKETS & MACRO

US futures: S&P ~7,600 (flat) / Dow ~52,000 (+0.09%) / Nasdaq ~30,800 (+0.18%) — holding near record highs after Monday's ceasefire-driven rally.

🛢️ Oil: Brent $81.64 | WTI $77.36 — pulling back as the Hormuz reopening removes the supply-risk premium that drove prices higher during the conflict.

Asia: Nikkei surged 5% Monday to a record high; South Korea's Kospi added another 1.8% Tuesday on chip/tech strength. Hong Kong slipped 1.3%.

Europe: DAX +0.7%, FTSE 100 down slightly (-0.4%).

👁️ WATCH THIS WEEK

1. **June 19 Formal Signing, Geneva** — If both sides show up and Hormuz reopens on schedule, energy markets reprice sharply lower. If it collapses, expect an immediate oil spike and return to military pressure.
2. **G7 Final Communiqué (June 17)** — Watch language on Ukraine aid, China economic coercion, and AI governance — three areas where G7 unity is less assured than the photo ops suggest.
3. **Bank of Japan Rate Decision** — BOJ call this week could jolt Asian FX and EM currency markets already moving fast on the geopolitical repricing.

Bottom Line: The US-Iran ceasefire is a genuine American diplomatic achievement — but it's a framework with a 60-day clock, not a resolution. The hardest issues are all deferred: enrichment limits, proxy forces, frozen assets. Markets are pricing in the best case; smart money is hedging the very real chance this unravels before summer ends.

Full briefing → https://t.co/imu1m6alJu

[AlphaBriefing @TheAlphaBrief]

Palantir is becoming the OS of the U.S. government.

Army $10B contract. DHS $1B blanket purchase. USDA $300M. Treasury. Space Force.

$687M government revenue in Q1 alone (+84% YoY). When every federal agency standardizes on one platform, that's not a stock—it's infrastructure.

https://t.co/98Bj3ErANY

[Eric Garland @ericgarland]

Tulsi Gabbard, Ukraine Biolabs, and the Dumbest Intelligence in History https://t.co/hLIZoB1L9o

[Red Panda Koala @RedPandaKoala]

Former US Military remote viewer Lyn Buchanan describes “remote influencing”

“There's also what they're calling remote influencing which is actually a form of remote persuasion, but you can mentally interact telepathically with others, pass messages back and forth and all that.

We've learned how to do that. Not hard. Whether that's people on Earth or beings on another planet, it's actually very easy to do at the extreme highest levels of CRV.”

[Mario Nawfal @MarioNawfal]

🚨🇺🇸BREAKING: Eight crewmembers are believed dead after a B-52 bomber crashed shortly after takeoff from Edwards Air Force Base near Los Angeles this morning.

Officials say initial indications are that the crash was "not survivable."

[AlphaBriefing @TheAlphaBrief]

Russia's UNESCO monastery bombing just changed Trump's negotiation price tag.

Cultural preservation clauses he'd never have demanded now become the deal floor.

[AlphaBriefing @TheAlphaBrief]

Bitcoin at $95K but the macro hedge breaks down.

The breakout narrative is wrong. Dollar rips, inflation nowhere, real rates positive. Exactly the conditions that DON'T trigger Bitcoin rallies.

You buy digital gold for deflation or fiat crisis. Neither is pricing in right now.

If the Fed holds at 4.5% all year, Bitcoin's bull case needs a rewrite.

What flips it? Geopolitical shock or confidence collapse.

https://t.co/imu1m6alJu

[AlphaBriefing @TheAlphaBrief]

Worst oil shock since the 1970s. No energy crisis.

That's not a miracle — it's proof the Western energy infrastructure survived maximum stress. Saudi spare capacity, SPR buffers, and OPEC hedges held.

The asymmetry everyone missed: Russia couldn't break our energy, but it tried.

[AlphaBriefing @TheAlphaBrief]

THAAD production will 4x from 96 to 400 missiles annually.

The constraint on NATO defense rearming isn't money or politics anymore.

It's RTX and Lockheed Martin's factory floors.

https://t.co/B0sSbKMtAX