D

Trading since I was 19 y.o. Constantly learning global macro.

[Yet another commodity guy @tleilax___]

"The US has now struck Iran's oil, gas, petrochemical, and water infrastructure in tonight's attacks."

[zerohedge @zerohedge]

*S. KOREA'S KOSPI TRADING HALTED FOR 20 MINUTES AFTER 8% DECLINE

Trading halt #7 this year.

[WALL ST JESUS @WallStJesus]

770+ ETFs have been launched so far this year as per GS.. 54% utilize derivatives & 33% are classified as levered/inverse..

[P Equity Research 📰 @pequityresearch]

"Your money is my money"

All of the FCF from hyperscalers is going straight to semiconductor companies.

[zerohedge @zerohedge]

Global stock market cap: $167 trillion. The US is half of that.

[Serenity @aleabitoreddit]

Congrats to $SIVE, they have now raised an upside round of 700m SEK from institutional investors.

The round was “Multiple Times Oversubscribed” and slightly upsided.

Validating immense institutional demand around current market prices.

This raise was specifically for "expanding manufacturing capacity for InP lasers and optical amplifiers" (volume ramping with fab-light model).

Hinting Sivers has reached the inflection point for scale.

The round was at 57 SEK (current prices are 63 SEK), which I’m personally very happy about as it’s around current market prices, which typically sets a floor.

Instituional money has now de-risked the balance sheet, and funded Sivers transition to HVM.

[zerohedge @zerohedge]

Trump Reports Over $1.4 Billion In Income From 2025 Crypto Earnings https://t.co/HMLZ8X7nmb

[Damir Akaza @Damir_Akaza]

The co-founder of Diameter Capital Partners, which manages over $30 billion, shared his analysis of the private credit market at the Sohn 2026 conference

Scott Goodwin is one of the most respected credit investors on Wall Street, the former head of High Yield Trading at Citi, who founded Diameter Capital in 2017

in 16 minutes you'll understand why so much risk has built up in the private credit market, especially in SaaS lending: high leverage, weak covenants, and money handed out against ARR instead of real cash flow

bookmark it, a must watch if you invest in credit, BDCs, or private debt

[First Squawk @FirstSquawk]

KOSPI Trading Suspended for 20 Minutes After Circuit Breakers Activated: Korea Exchange

[Noah Bergren @NbergWX]

Pretty rare earthquake activity tonight on Earth.

Both of these things happening within 2 hours of each other:

1 in 1,000 to 1,200 years

• A “doublet” earthquake in Venezuela (two quakes of similar magnitude in the exact same spot)
• A totally separate 6.9+ quake somewhere else (Japan)

[KKGB @INArteCarloDoss]

Someone should brief Italy’s PM on the heavily guarded secrets of the Panama Canal and Suez Canal…

🤡

[Charlie Bilello @charliebilello]

The US government has never consumed a larger share of the economy than it does today.

[zerohedge @zerohedge]

Peter Thiel's Secret Society Leak Creates A Perfect Target List For Espionage, Influence Operations, And Blackmail https://t.co/zbD9W1Udu5

[WALL ST JESUS @WallStJesus]

🎲 RETAIL OPTIONS ACTIVITY

[First Squawk @FirstSquawk]

TRADERS BET BIG AS RECORD $90 BILLION FLOWS THROUGH HIGH-RISK LEVERAGED ETFs IN A SINGLE DAY.

[malcolm @macdegods]

photo of Paul Tudor Jones i took last night

[SangLucci™ @sanglucci]

Y'all saw the timing of that TACO news yes?

There's NO way someone is not waiting for the ideal moment where everyone is positioned on one side of this tape to drop that

And it's been like this for months now

#60minutes even did a piece on it but they only scratched the surface

And you think its ironic they're charging these rinky dink 10 million 20 million or less than 1 million dollar flips on polymarket

Just to keep your eyes away from the real cheesecake which sits at the very head of the White House

In my 20 years of trading oh I've seen my fair share of this shit

But nothing compares to what we're seeing recently

[MacroEdge @MacroEdgeRes]

A federal judge struck down a $100,000 fee President Donald Trump ordered for H-1B visa applications, providing a reprieve for large US corporations that rely on hiring foreign workers at cheaper wages

#MacroEdge

[WALL ST JESUS @WallStJesus]

🎰

[D @tradermacro]

@IPODave Did you ever blow up in your career, sir?