Bitcoin

$77,262

+0.25% from Wed

S&P 500

7,445

-0.17% from Wed close (open)

Crude Oil

$104.52

+1.1% at open

Gold

$4,514

-0.47%

Must Know Today

SpaceX IPO filing reveals 18,712 BTC ($1.45B) — larger than Tesla, held unchanged since 2024 at avg $35.3K; BTC as Fortune-500 treasury is now normalized

Nvidia Q1 FY27: $81.6B revenue (+85% YoY), gross margin 75.0% — blew past every estimate; Q2 guided $91B; biggest single print of the AI cycle

WTI surges back to $104 as Iran deal talks stall for 4th time in 3 weeks — oil headwind fully back; S&P fell despite Nvidia beat

BTC ETF 4-day outflow streak: $70.5M net today (IBIT -$61.5M) — short-term de-risking, not conviction shift; cumulative AUM still $101B

Watch this week

Oil back at $104 after Iran deal talks collapsed again — 4th time in 3 weeks. Walmart guidance miss is a stagflation warning: consumers trading down to essentials. Fed rate hike probability now at 55%+ per CME FedWatch — the first serious hike pricing since the 2024 tightening cycle ended.