WS #8800
No material new developments in the last 30 minutes. The dominant narratives (Russia-Ukraine escalation, Iran war stability, AI infrastructure demand, Bitcoin pressure) remain unchanged with no counter-signals or de-escalation.
Key developments
- Russia launches massive overnight attack on Ukraine with 729 aerial targets, killing at least 11
- Bitcoin ETFs suffer record 11-day outflow of $3.45B, BTC slides toward $70k
- Mt. Gox moves 10,422 BTC ($739M) to new wallet ahead of October repayment deadline
- SK Group chairman plans to double HBM wafer capacity, aims to be major HBM supplier for NVIDIA's Vera Rubin
- Anthropic confidentially files for IPO with SEC
- Brent crude falls $1.04 to $93.94 after Trump says Iran talks ongoing
- Netanyahu defies Trump, reportedly ruins Iran peace negotiations
- Intel announces new AI innovations at Computex