WS #9648
No material new developments in the last 30 minutes. The dominant themes (US-Iran deal, SpaceX IPO, Microsoft gaming strategy, energy infrastructure attacks) remain unchanged with no new data points or counter-signals. The narrative arc is STABLE.
Key developments
- US-Iran peace deal 'very close' as UAE to unlock billions for Iran; oil drops ~3%
- SpaceX IPO raises $75B, shares pop 30%, Musk becomes first trillionaire
- Standard Chartered declares bitcoin bottom at $59k, crypto spring begins
- Microsoft considered spinning out Xbox, plans new Halo and Fallout games
- Ukrainian drone strike hits Nizhnekamsk Petrochemical Plant in Russia