WS #10566
The dominant narrative from the previous window—US-Iran de-escalation and Ukraine's strikes on Russian oil infrastructure—continues with no material new developments in the last 30 minutes. No counter-signals or non-dominant-narrative developments have emerged to alter the existing outlook.
Topics
Key developments
- US Senate passes Iran War Powers Resolution 50-48, demanding removal of US forces from hostilities against Iran
- Ukrainian drones strike oil facilities in Crimea and Yaroslavl, escalating attacks on Russian oil infrastructure
- Ethlabs launched to prepare Ethereum for institutional adoption, backed by Bitmine, Sharplink, and Joe Lubin
- Cerebras Systems after-hours drop on margin concerns despite OpenAI deal
- US Navy lifts blockade of Iranian ports, allowing over a dozen ships through as part of deal