WS #12822
No material new developments in the last 30 minutes. The dominant narrative remains the US-Iran conflict pause, with no new counter-signals or de-escalation. The AI security alliance and Bitcoin purchase by Strategy are unchanged from the previous window.
Topics
Key developments
- Saudi Arabia intercepts drones from Iraq targeting oil facilities; Houthis claim strikes on oil infrastructure
- NVIDIA and Safe Superintelligence Inc. announce long-term strategic partnership and investment
- Strategy (MSTR) adds $525M to cash reserve, skips Bitcoin buy for fifth week
- Bitmine buys more ether, Tom Lee says rising ETH/BTC ratio points to stronger crypto prices