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Sept 24: Barclays
"[The Oracle Force Majeure] is neutral from a credit perspective, in our view, given the possible capex offsets, and we do not believe ORCL spreads should move in any meaningful way on the headline today."
Sept 25: ORCL CDS blows out +10 to a record 237bps
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September is set to mark the seventh consecutive monthly increase in the 10-year yield, matching its longest winning streak since 1969.
@bespokeinvest
September Services Index from @KansasCityFed moved up to 0 vs. -3 prior … employment down to -10 vs. -4 prior
September 1, 2026 edition of FFTT: "AI is driving a bond singularity before it drives an AI singularity."
Summary: AI increasingly competes with Bessent for capital...to build a technology that nonlinearly undermines Bessent's tax base.
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Sept 24, 2021: China "banned" Bitcoin.
BTC dropped 15%, then surged 63% in 3 weeks. 🚀
Lesson: Peak FUD is maximum opportunity.
September @KansasCityFed Manufacturing Index 14 vs. 9 est. & 10 prior … new orders 24 vs. 16 prior; shipments 21 vs. 17 prior; prices paid 68 vs. 55 prior; employment 0 vs. 0 prior
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Sept 24 Update:
#Bitcoin# ETFs:
1D NetFlow: +3,824 $BTC(+$320.43M)🟢
7D NetFlow: +28,862 $BTC(+$2.42B)🟢
#Ethereum# ETFs:
1D NetFlow: +49,304 $ETH(+$131.2M)🟢
7D NetFlow: +211,638 $ETH(+$563.17M)🟢
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September markets mature this week.
Borrowers, enable auto-renewal, repay, or roll your positions.
Sept 23 Update:
#Bitcoin# ETFs:
1D NetFlow: +7,107 $BTC(+$609.37M)🟢
7D NetFlow: +20,738 $BTC(+$1.78B)🟢
#Ethereum# ETFs:
1D NetFlow: +67,597 $ETH(+$183.83M)🟢
7D NetFlow: +86,117 $ETH(+$234.2M)🟢
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【September 23 Emergent Live Maintenance Update Notice】
Commanders,
We will perform live maintenance on September 23 from 19:00 to 21:30 (UTC+9).
During this time, you will experience a brief disconnect from the server, and you will need to log back into the game to download the latest version.
Please refer to the following announcement for more details. We apologize for the inconvenience caused.
GODDESS OF VICTORY: NIKKE Team
#NIKKE#
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