WS #9856
No material new developments in the last 30 minutes. The US-Iran peace deal narrative remains dominant and unchanged, with no new data points or counter-signals. Other previously reported items (Salesforce-Fin acquisition, SpaceX IPO, UK social media ban, crypto rally) also show no updates. The window is characterized by a continuation of the prior synthesis without escalation or de-escalation.
Key developments
- US-Iran peace deal finalized; ships begin transiting Strait of Hormuz
- Salesforce acquires AI customer service platform Fin for $3.6B
- SpaceX shares rise on second day of trading; valuation exceeds $2 trillion
- UK announces social media ban for under-16s
- Crypto rally: Bitcoin up ~4%, Ethereum up ~9%; Bitmine adds $139M in ETH