#BigTech
• Apple dipped on slower iPhone 17 build reports
• Microsoft: $2B into European AI infra fund
• Meta: AI WhatsApp biz tools launch in India
• Nvidia: next-gen H200 GPUs for cloud
• AWS hires Stéphane Israël to lead EU Cloud
• Amazon loses VP from AGI dev team
#BigTech
• Apple dipped on slower iPhone 17 build reports
• Microsoft: $2B into European AI infra fund
• Meta: AI WhatsApp biz tools launch in India
• Nvidia: next-gen H200 GPUs for cloud
• AWS hires Stéphane Israël to lead EU Cloud
• Amazon loses VP from AGI dev team
#Geopolitics
• Russia launches major strikes
• Poland tightens airspace
• Crimea rations fuel after refinery hits
• Houthi ignite Dutch ship in Gulf of Aden
• Trump hosts Netanyahu on Gaza plan
• Russia quits Europe’s anti-torture pact
#Geopolitics
• Russia launches major strikes
• Poland tightens airspace
• Crimea rations fuel after refinery hits
• Houthi ignite Dutch ship in Gulf of Aden
• Trump hosts Netanyahu on Gaza plan
• Russia quits Europe’s anti-torture pact
#Crypto
• BTC ~$113K, ETH ~$4.14K — both recover
• Total market cap ~$3.84T (+0.6%)
• 24h liquidations ~$412M (66% shorts)
• Total futures open interest ~$203B +3.1%
• Bitcoin dominance ~59%
• Fear & Greed ~50; Altseason Index ~64
#Crypto
• BTC ~$113K, ETH ~$4.14K — both recover
• Total market cap ~$3.84T (+0.6%)
• 24h liquidations ~$412M (66% shorts)
• Total futures open interest ~$203B +3.1%
• Bitcoin dominance ~59%
• Fear & Greed ~50; Altseason Index ~64
#Macro
• U.S. Aug spending +0.6%, income +0.4%
• Pending home sales +4% MoM on lower rates
• Eurozone sentiment up, hiring views softer
• Spain flash HICP 3.0% YoY, core 2.3%
• Japan retail sales +2.7% YoY in Aug
• Next: ISM Wed, U.S. jobs Fri
#Macro
• U.S. Aug spending +0.6%, income +0.4%
• Pending home sales +4% MoM on lower rates
• Eurozone sentiment up, hiring views softer
• Spain flash HICP 3.0% YoY, core 2.3%
• Japan retail sales +2.7% YoY in Aug
• Next: ISM Wed, U.S. jobs Fri
Gm and Welcome to Fear 😏
#Bitcoin has slipped back into fear, this is the deepest level we’ve seen in the last 3–4 months.
This aligns with my bias and signals that a bottom could be near. We might see one last shakeout, but these dips are for buying imo.
I’m stacking…
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