The Market Updates

🇫🇷 A French tax official was arrested for selling crypto investors' home addresses and financial records to criminal networks.

41 kidnappings followed. One every 2.5 days since January 2026.

The criminals didn't need to hack anything. They bought a list from someone inside the government.

France is the most dangerous country in the world right now if you hold crypto and someone knows about it 💀

Source: Le Mond

🇶🇦🇺🇸🇮🇷 Trump called Qatar's Emir on Friday to discuss Iran, the Strait of Hormuz, and keeping global supply chains alive.

Qatar is now offering to back Pakistani mediation efforts to reduce tensions. a quiet signal that the U.S. is building a multilateral off-ramp while direct talks with Iran remain frozen.

When the U.S. starts coordinating through Qatar AND Pakistan simultaneously, it usually means the diplomatic window is closing fast, and Washington knows it.

Source: Qatari Amiri Diwan

CRYPTO WILL EXPLODE SOON.

🇺🇸 Nasdaq jumped +20%, hitting a new all-time high of 27,300 after pulling off the biggest reversal in history during an active war.

The US stock market added over $9 TRILLION in the last 25 days.

All this while Bitcoin is still down -40% from its ATH of $126k and struggling to break above $80k for weeks now.

The fundamentals in crypto right now are the strongest they have ever been with Billions in ETF inflows every week, crazy stable-coin adoption and Clarity act on verge of passing.

Nasdaq pervious ATH - Oct 2025
Bitcoin previous ATH - Oct 2025
Nasdaq hits new ATH - April 2025
Bitcoin - still -40% from Oct 2025 ATH

I think at some point Bitcoin will catch up and fill this gap. The next rally in crypto will be the biggest one in history.

🚨🇺🇸🇮🇷 BREAKING:

The Trump administration Just froze $344 million in crypto linked to the Iranian regime.

Blockchain analytics traced the funds through Iranian exchanges and wallets tied to the Central Bank of Iran.

Crypto was supposed to help them hide money. The transparency worked against them.

Source: CNN

🇮🇷🇵🇰 Araghchi just landed in Islamabad.

Iran says he's only here to meet Pakistan. The same Islamabad where Witkoff and Kushner just happen to be heading this weekend.

Source: Middle East Spectator

🇺🇸🇮🇷 Trump just swapped out his negotiating team. Vance stays home. Witkoff and Kushner go to Islamabad.

Iran made its position explicit weeks ago: if talks are going to produce any outcome, Vance needs to be in the room. With Witkoff and Kushner, nothing will come out of it. They had seen that before.

So Trump's response to Iran saying "send Vance" is to send the two people Iran specifically said produce nothing.

Now here's where it gets interesting.

Trump is simultaneously posting that Iran wants to make a deal "very badly" and that talks are going well. Iran is simultaneously saying its FM won't show up. Both cannot be true at the same time.

Headcanon time: Trump isn't trying to get a deal this round. He's buying time.

Sending a delegation Iran won't negotiate with while simultaneously rearming and regrouping military assets in the region would be a move that sounds genuinely scary for Tehran.

If that's what's happening, Iran sits currently between a rock and a hard place: try and negotiate your way out of a war the other party surgically prepares for.

Both sides publicly want a deal. Both sides are privately preparing for the alternative. And the current negotiating team is one that Iran has already told the world it won't talk to.

If that's a bluff it needs to land in the next 48 hours. If it isn't, the ceasefire that nobody officially agreed to is running out of road.

THIS IS ABSOLUTELY INSANE

Nasdaq-listed $SNDK is up 3,500% since the April 2025 bottom.

If you had invested $28,000 a year ago in SanDisk, you would have been a MILLIONAIRE today.

🇺🇸🇮🇷 Round 2 is confirmed:

Witkoff and Kushner heading to Pakistan this weekend to meet Iran's FM.

No Vance, no Ghalibaf. The principals are on standby while the dealmakers go first.

Last time they were in Islamabad for 21 hours and left with nothing. This time they're managing expectations before they even land.

Source: CNN

🚨INSANE

Jane Street made $39.6 BILLION in trading revenue last year. A Wall Street record.

With just 3,500 employees, they beat JPMorgan and every other major bank on the planet.

For reference, JPMorgan has 300,000+ employees. Citigroup has 220,000. Bank of America has 210,000.

One firm. 3,500 people. More revenue than the biggest banks on Earth.

🔥PUMP:

$650,000,000,000 added to the US stock market today.

BTC and alts will be the next.

🚨 BREAKING:

🇺🇸 The Trump administration has frozen $344 million in crypto tied to Iran, per CNN.

$ATOM starting to break out here. Key resistance around $2, might look for a quick scalp short there.

INTEL $INTC just hit a new all-time high.

Those who bought Intel during the dot-com bubble are finally in profit now.

BREAKING:

NASDAQ 100 just hit a new all-time high again.

It's now up 18.6% in just 4 weeks, adding $5,000,000,000,000 to its market value.

BREAKING:

🇺🇸 The DOJ is expected to drop its criminal investigation into Fed Chair Jerome Powell over the Fed's $2.5 BILLION HQ renovation cost.

🔥MASSIVE:

Spot Bitcoin ETFs recorded a $2 BILLION in net inflows during an eighth straight day of positive flows.

Whales are loading up like never before.

BREAKING:

🇺🇸 Senator Cynthia Lummis says there is now “bipartisan support” in Congress to advance crypto market structure bill.

Bullish for crypto 🚀

🇺🇸 TRUMP JUST POSTED THIS !!

“Think that I am “anxious” to end the War with Iran, please be advised that I am possibly the least pressured person ever to be in this position.”

“I have all the time in the world, but Iran doesn't.”

INSANE VOLATILITY IN THE MARKETS.

S&P 500 first wiped out $500 billion in just 15 MINUTES after news broke out that Iran was activating its defense system.

After that, S&P 500 pumped and added $600 billion in 30 minutes after Israel said that no attacks had been launched.

BREAKING: Almost $800 billion wiped from US stocks in 50 minutes after reports that Iran's top negotiator Ghalibaf has resigned from the peace talks.

Israeli channel N12 reports the IRGC intervened and forced Ghalibaf out signaling hardliners have taken control of Iran's negotiation process.

The man leading peace talks for Iran just walked away. Oil is pricing in war resuming.