infinityhedge

02 July 2025 22:15

OPENAI: “OPENAI TOKENS” ARE NOT OPENAI EQUITY; DID NOT PARTNER WITH ROBINHOOD, WERE NOT INVOLVED IN THIS, AND DO NOT ENDORSE IT

OPENAI: ANY TRANSFER OF OPENAI EQUITY REQUIRES OUR APPROVAL—WE DID NOT APPROVE ANY TRANSFER.

infinityhedge

18 June 2025 23:10

Iran is open to talks with the U.S., a senior diplomat says, even as the supreme leader rejects the idea: NYT

infinityhedge

18 June 2025 12:32

IRAN'S SUPREME LEADER KHAMENEI TO U.S.: THEY SHOULD KNOW THAT IRAN WILL NOT SURRENDER AND ANY U.S. STRIKE WILL HAVE SERIOUS IRREPARABLE CONSEQUENCES

infinityhedge

17 June 2025 01:52

CHINESE EMBASSY IN ISRAEL ADVISES CHINESE CITIZENS TO LEAVE ISRAEL THROUGH LAND BORDER CROSSINGS AS SOON AS POSSIBLE

infinityhedge

16 June 2025 14:04

*TRUMP ORGANIZATION WILL LAUNCH PHONES MADE IN AMERICA

*TRUMP ANNOUNCES PLANS TO LAUNCH NEW WIRELESS BRAND TRUMP MOBILE

infinityhedge

14 June 2025 23:01

ISRAEL ATTACKED FUEL STORAGE TANK SOUTH OF TEHRAN: IRAN'S SHANA

infinityhedge

13 June 2025 17:24

US STATE DEPT: U.S. CITIZENS SHOULD NOT TRAVEL TO IRAN FOR ANY REASON AND SHOULD DEPART IRAN IMMEDIATELY

infinityhedge

11 June 2025 17:11

*LUTNICK : WE ARE NOT GOING TO GIVE CHINA OUR BEST CHIPS

infinityhedge

05 June 2025 18:47

MUSK: WITHOUT ME, TRUMP WOULD HAVE LOST THE ELECTION

Such ingratitude

infinityhedge

30 May 2025 14:09

*TRUMP: CHINA VIOLATED ITS AGREEMENT WITH US ON TARIFFS

infinityhedge

28 May 2025 22:01

*TRUMP MEDIA GROUP STOCK $DJT DOWN 24% AFTER BITCOIN TREASURY ANNOUNCEMENT

*GAMESTOP SHARES DOWN 12% AFTER BITCOIN PURCHASE ANNOUNCEMENT

infinityhedge

23 May 2025 20:21

*TRUMP: 25% TARIFF ON PHONEMAKERS NOT PRODUCING IN US

*TRUMP: WILL TARIFF APPLE, SAMSUNG BY END OF JUNE

infinityhedge

16 May 2025 14:55

ICYMI: Trump said on Friday that he’d set new tariff rates for trading partners "over the next two to three weeks," saying his administration lacks the capacity to negotiate deals with all of its trading partners. Bessent and Lutnick “will be sending letters out essentially telling people” what “they’ll be paying to do business in the United States.” Trump added “I think we’re going to be very fair. But it’s not possible to meet the number of people that want to see us.”

*Trump has held out the prospect that the US will set new tariff rates on many of its trading partners unilaterally, rather than striking deals with all of them.

infinityhedge

15 May 2025 12:58

COINBASE DATA LEAK ⚠️🚨

Coinbase: Cyber criminals bribed and recruited a group of rogue overseas support agents to steal Coinbase customer data to facilitate social engineering attacks. These insiders abused their access to customer support systems to steal the account data for a small subset of customers. We will reimburse customers who were tricked into sending funds to the attacker.

*Coinbase: We will not pay the $20M ransom demand we received. Instead we are establishing a $20M reward fund for information leading to the arrest and conviction of the criminals.

*Coinbase expects up to $400 million hit from cyber attack

infinityhedge

10 May 2025 02:10

PAKISTAN LAUNCHED RETALIATORY MILITARY ACTION AGAINST INDIA: PAKISTAN

infinityhedge

29 June 2025 22:58

The Week Ahead: infinityhedge

Mon:
*China manufacturing PMI, non-manufacturing PMI
*Saylor expected to announce another BTC purchase
*Singapore: Crypto exchanges serving only overseas customers to cease activities
*Bybit to launch testnet for Byreal (its own Solana-based DEX)
*ETHCC(June 30-July 3rd): fireside chat with Robinhood Crypto GM, vitalik, Offchain Labs at 7:45pm CEST (infinityhedge: Something big is surfacing, expected(speculations) new l2, even tokenizes stocks)

Tue:
*Fed Chair Powell Speech at 09:30 AM
*ISM Manufacturing PMI
*JOLTs Job Openings
*‘K-Scale Labs’ to start shipping open-source Personal Robots at $8,999.

Wed:
*Tesla expected to release Q2 vehicle sales figures
*Vitalik's Annual EthCC talk

Thu:
*Non Farm Payrolls
*ISM Services PMI
*U.S. Markets close early ahead of Independence Day

TBA/Whole Week: TradeFi: Vote on Big Beautiful Bill(Advances in Senate, debate on tax cut bill, also Bessent asked Congress to drop Sec 899), another round of musk vs trump?, trade deals?, “Liberation Day” tariffs resume

*More about the week Ahead and What Happened last week:
https://infinityhedge.substack.com/p/the-7-days-f81

infinityhedge

18 June 2025 19:45

U.S. EVACUATED AMERICAN DIPLOMATS AND THEIR FAMILIES FROM ISRAEL TODAY

infinityhedge

17 June 2025 19:10

IRAN'S SENIOR ARMY COMMANDER CALLS ON ISRAELIS TO EVACUATE HAIFA AND TEL AVIV IMMEDIATELY: IRANIAN MEDIA

infinityhedge

16 June 2025 18:36

*ISRAEL MILITARY DETECTS MISSILE LAUNCHES FROM IRAN TOWARDS ISRAEL

infinityhedge

16 June 2025 13:58

The Week Ahead: infinityhedge

Mon:
*Saylor expected to announce another BTC purchase
*The Trump Organization’s “Not our average” announcement

Tue:
*BoJ Interest Rate Decision (expected to keep rates on hold)
*U.S. Senate set for final vote on the stablecoin bill ‘GENIUS Act’ (if pass, will move on to the House of Representatives for further voting)

Wed:
*U.S. Jobless Claims
*U.S. Fed Interest Rate Decision (expected to keep rates on hold), Economic Projections, Press conference
What Bloomberg Economics Says:

Amid the uncertainty, the FOMC considers the optimal path is to stay put. We expect the median participant to signal just one 25-basis-point cut in 2025, down from two earlier this year — and a sizable minority may see no cuts at all. That’s a big gap from market pricing, which still leans toward 50 bps. Powell will try to thread the needle, acknowledging softer data but stressing the Fed is in ‘wait-and-see’ mode amid policy uncertainty.

infinityhedge

14 June 2025 22:59

SHAHRAN OIL DEPOT IN WEST TEHRAN PER REPORTS

infinityhedge

11 June 2025 20:38

U.S. DEFENSE SECRETARY HEGSETH HAS AUTHORIZED THE VOLUNTARY DEPARTURE OF MILITARY DEPENDENTS FROM LOCATIONS ACROSS THE MIDDLE EAST

infinityhedge

05 June 2025 18:51

TESLA SHARES EXTEND LOSSES, LAST DOWN 8.2%

infinityhedge

30 May 2025 20:19

*TRUMP: CHINA VIOLATED BIG PART OF AGREEMENT

*TRUMP: I'LL SPEAK TO XI, HOPEFULLY XI AND I WILL WORK IT OUT

infinityhedge

29 May 2025 10:33

Major News ICYMI:

*Trump has suspended some sales to China of critical U.S. technologies, including those related to jet engines, semiconductors and certain chemicals and machinery. The move is a response to China’s recent restrictions on exports of critical minerals to the United States: NYT

*Trump erupted on a reporter for asking him about "TACO," a new term flying around Wall Street that stands for "Trump Always Chickens Out." Trump was furious when the reporter asked about the term, said he considered it one of the nastiest questions imaginable and insisted that he was no chicken: NYT

*A U.S. Court of International Trade blocked the tariffs the Trump administration imposed under the IEEPA but does not affect sectoral tariffs. The ruling gives the administration 10 days to halt tariff collection. The Trump administration has already filed an appeal to the US Court of Appeals for the Federal Circuit, which could then be appealed again to the Supreme Court.

*Goldman Sachs says Tariffs Blocked by Court is Nothingburger

*Goldman: Trump administration can impose an across-the-board tariff and country-specific tariffs under other legal authorities (e.g., Sec. 122 and Sec. 301) this ruling represents a setback for the administration's tariff plans and increases uncertainty but might not change the final outcome for most major US trading partners.

*The administration could quickly replace the 10% across-the-board tariff with a similar tariff of up to 15% under Sec. 122. Those tariffs would last for only up to 150 days, after which the law requires Congressional action to extend.

*Sec. 232 tariffs, which President Trump has already used for steel, aluminum, and autos, could be broadened to cover other sectors. We already expect additional sectoral tariffs (pharmaceuticals, semiconductors/electronics, etc) and uncertainty regarding the IEEPA-based tariffs could lead the White House to put more emphasis on sectoral tariffs, where there is much less legal uncertainty: Zerohedge via GS

*In conclusion, the bulk of Trump's tariffs - which clearly are now targeting just a handful of trading partners such as China, EU and Japan - can and most likely will stay, even if SCOTUS does not void the trade court ruling on appeal: GS

infinityhedge

26 May 2025 13:30

The Week Ahead: infinityhedge

Mon/26:
*Saylor expected to announce another BTC purchase

Tue/27:
*U.S. CB Consumer Confidence
*“How To Fund Strategic Bitcoin Reserve?” at Bitcoin conference at 9:30 am
*Japan 40-Year JGB Auction at 11:35 PM

Wed/28:
*FOMC Minutes
*US Vice President JD Vance keynote at Bitcoin conference at 9 am
*Nvidia Earnings

Thu/29:
*‘What Do We Do About Quantum Vulnerable Coins?’ at Bitcoin conference at 1:30 pm
*Japan 2-Year JGB Auction at 11:35 PM

Fri/30:
*Actual change in China’s April foreign-exchange reserves
*U.S. PCE
*FTX creditors will receive more than $5 billion from the FTX bankruptcy estate, beginning May 30.

TBA/Whole Week:
*Macro: Trump's 'big, beautiful' tax bill, Trade deals?, Bonds
*Crypto: Bitcoin 2025 conference in Las Vegas

*More about the week Ahead and What Happened last week:
https://infinityhedge.substack.com/p/the-7-days-de7

infinityhedge

19 May 2025 00:05

The Week Ahead | infinityhedge

Mon/19:
*Trump will speak to Putin
*Coinbase to Join S&P 500
*Saylor expected to announce another BTC purchase
*US Senate to vote on the Stablecoin bill “GENIUS Act”
*CME to launch XRP futures
*$PYTH Token unlock: $330M (57.8%)

Tue/20: Google I/O, Google’s biggest developer conference: updates to AI Models, Android 16

Wed/21: Baidu Earnings

Thu/22: Trump dinner with top 220 $TRUMP Token holders

Sun/25: Fed Chair Powell Speaks

TBA/Whole Week: Trump's 'big, beautiful' tax bill, U.S. debt and deficit, Trade deals?

ICYMI: UK overtook China to become the second-largest U.S. Treasury holder for the first time ever; Moody’s lowered the US credit score to Aa1 from Aaa on Friday; Bessent said on Sunday that U.S. may impose some tariffs by region rather than on individual countries, as time runs out to negotiate a laundry list of trade deals globally. Bessent told NBC that if they’re not negotiating in good faith, they are going to get a letter saying here is the rate, so I would expect that everyone would come and negotiate in good faith, Those that get the letter will face the tariff rate that the White House announced on April 2.

*More about the week Ahead and What Happened last week: https://open.substack.com/pub/infinityhedge/p/the-7-days-160

infinityhedge

15 May 2025 21:44

COINBASE SUED AFTER SCAMMERS BRIBED WORKERS TO REVEAL USER DATA: BBG

infinityhedge

13 May 2025 16:29

MICROSOFT CUTTING 3% OF ALL WORKERS - CNBC

*Microsoft had 228,000 employees as of last June.

infinityhedge

06 May 2025 15:34

Grand Theft Auto VI Trailer 2

https://youtu.be/VQRLujxTm3c