Energy Cliff, Supply Chain Shock: The Toxic Cocktail Behind The Urgent Push For An Iran Deal

WTI Extends Losses After Biggest Crude Build In 3 Years Oil prices are sliding this morning following as an over-supplied market (API reported a huge 11.4mm barrel build last week) beats the geopolitical risk premia (with the US poised to attack Iran). "Iran, rather than backing down and agreeing to all and any term [U.S. President Trump] is placing on the table (as he had expected), is instead daring him to attack. "Just you try it and you will see what you will get!" is kind of what Iran implicitly said...

Das: Déjà Vu All Over Again! Are Stock Markets Repeating Dot.Com Mistakes? Authored by Satyajit Das via NewIndiaExpress.com, The sky-high valuations of space and AI firms today are similar to that of internet ventures before 2000. Herd instinct is leading promoters and investors, not financial and technological reality Burning cash rapidly, with large unfunded commitments, space and AI businesses are all dependent on uncertain funding access (Express illustrations | Mandar Pardikar) The listing of SpaceX and forthcoming artificial intelligence floats bear similarities to the lead-up to the 2000 dot-com crash, which resulted in...

US Lawmakers Renew Strategic Bitcoin Reserve Push With ARMA Bill Authored by Brayden Lindrea via CoinTelegraph.com, US lawmakers have renewed efforts to codify a US strategic Bitcoin reserve with a new bipartisan bill on Thursday that seeks to acquire around 1 million Bitcoin over five years.  The American Reserve Modernization Act of 2026 would establish a Strategic Bitcoin (BTC) Reserve and Digital Asset Stockpile for other federally held cryptocurrencies, which would be held by the US Treasury Department, said the bill’s sponsor, Representative Nick Begich. ARMA, sponsored by 16 members of Congress, builds on the...