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🇺🇸 JUST IN: President Trump: “The stock market is at an ALL-TIME HIGH,” calling it proof that “America is winning.”

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🇺🇸 JUST IN: The Trump administration has refunded $100 billion in “Liberation Day” tariffs.

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🇺🇸 LATEST: Trump’s White House is reportedly excluding open-source models from its new AI review framework and has no plans to release it publicly, per Axios.

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🇺🇸🇮🇷 JUST IN: The US, Iran, and Oman are closing in on an interim deal to reopen the Strait of Hormuz, with an announcement expected as soon as Wednesday, per Axios.

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⚡️ NOW: Arthur Hayes says AI's CAPEX boom is a 2008-style credit bubble whose government bailout will spark Bitcoin and crypto's biggest bull market since 2021.

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🚨 NOW: US National debt hits a new record of $39.8 trillion, nearing $40T, with debt-to-GDP now at 123%.

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🚨 INSIGHT: USDT’s 60-day market cap change has fallen -$4B, nearing its sharpest contraction on record, per CryptoQuant.

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🇺🇸🇮🇷 JUST IN: Trump says US-Iran talks are “moving along very nicely” and Hormuz could reopen soon on Fox News.

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🇺🇸 LUMMIS: "I believe we will get a vote on the CLARITY Act before August recess."

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🚨 UPDATE: Gold surged to a six-week high above $4,200 on strong Chinese demand while Bitcoin remained stuck near $64,000, even as the S&P 500 hit another record.

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