• 🔥 Top Stories
• 📊 Markets & Finance
• 🪙 Crypto
• 🌍 Geopolitics
• 💻 Tech & Innovation (HN Highlights)
• ⚡ Quick Hits

Your daily signal through the noise. Curated by mullso.

§🔥 Top Stories

Trump Extends Iran Strike Deadline — Markets Exhale The biggest story today: Trump pushed back his deadline for striking Iran’s energy infrastructure by 10 days, to April 6. The move came after Wall Street posted its worst session since the Middle East crisis began, with the Nasdaq sliding into correction territory. Oil dropped on the news, and US equity futures immediately rallied. But make no mistake — this is a pause, not a resolution. The Strait of Hormuz disruptions are already cascading through global supply chains, and J.P. Morgan warns a “sequential shock” to oil supplies will hit from east to west through April.

US Bond Market Flashing Warning Signs The FT reports Treasury market liquidity has deteriorated significantly in recent weeks. Banks and investors say the ease of trading in the world’s most important debt market has worsened as the Iran war sparks a “tumult” in bonds. UK and European bonds are also selling off hard. When the plumbing of global finance starts creaking, everyone should pay attention.

Inflation Forecasts Blow Past Fed Estimates A global forecasting consortium now projects US inflation at 4.2% this year — up sharply from 2.8% previously and well above the Fed’s own 2.7% estimate. Meanwhile, recession odds are climbing on Wall Street as the economy shows “cracks beneath the surface.” The UK is bracing for a “brutal” inflation surge as pre-war data gives way to wartime energy prices. Fed Governor Miran cautioned that reducing the Fed’s balance sheet could take years.

Government Shutdown: Trump Orders TSA Pay In a late-night move, Trump said he’d sign an executive order to “immediately” pay TSA officers who’ve gone without paychecks during the prolonged partial government shutdown. The move could end the long security waits that have plagued airports, but the broader shutdown continues.

§📊 Markets & Finance

• Oil volatile — dropped after Iran deadline extension, but Strait of Hormuz disruptions are creating a crude “ticking time bomb” hitting global supply through April
• Nasdaq in correction — worst day since the Middle East crisis began; fresh inflation fears sent Treasury yields higher
• Software stocks resilient — Salesforce, CrowdStrike, and Figma bucked the tech selloff
• Micron enters bear market — now the cheapest stock in the S&P 500 by P/E as earnings expectations surge but share price craters
• BYD surging — best month in over a year as the oil shock drives an EV sales boom; Tesla notably not benefiting due to higher EV prices and borrowing costs
• SpaceX IPO — investor briefings planned for April, potentially the biggest listing ever
• Turkish gold reserves drop at largest pace in 7 years

§🪙 Crypto

• BTC and crypto bounced off worst levels after the Iran strike extension provided temporary relief
• GameStop turned its $368M bitcoin stash into an options income play — creative treasury management
• Twenty One Capital is now the 2nd-largest publicly traded BTC holder after a MARA sale
• Strategy’s 11.5% dividend equity bouncing back faster than historical averages, unlocking more BTC buying capacity
• Kraken’s Fed account questioned by top House Democrat — regulatory scrutiny continues despite friendlier SEC stance
• Nasdaq tokenization plans could split stock trading into two parallel markets, warns TD Securities
• Bitcoin supply-in-profit metric at levels that historically preceded 655% rallies — but wartime macro makes historical patterns unreliable

§🌍 Geopolitics

• Zelensky visits Saudi Arabia offering Ukraine’s drone expertise — urgency rising as US attention shifts to Iran
• NATO defense spending surges across Europe and Canada — the security posture of the West is fundamentally shifting
• Africa bearing the brunt — countries rationing power and diluting petrol to cope with Iran war oil disruptions
• Manila streets empty as fuel price surge crushes Filipino commuters and the broader economy
• EU’s top diplomat urges US to pressure Russia to stop aiding Iran
• Orban’s Hungary accused of mass voter intimidation ahead of elections
• Costa Rica signs deal to accept 25 US deportees per week under Trump’s third-country program
• Trump’s signature to appear on US currency, ending a 165-year tradition

§💻 Tech & Innovation (HN Highlights)

• LiteLLM malware attack — a developer published a riveting minute-by-minute account of responding to a supply chain attack on the popular LLM proxy (269 points)
• Moving from GitHub to Codeberg — a guide for the lazy that resonated with 498 HN points as developers continue diversifying off Microsoft platforms
• DOOM over DNS — because of course someone did this (187 points)
• NYC hospitals drop Palantir as the controversial AI firm expands in the UK (243 points)
• CERN to host Open Research Europe — Europe’s flagship open-access publishing platform gets a new home
• AI agent on a $7/month VPS — someone put an AI agent on IRC as its transport layer, peak hacker energy

§⚡ Quick Hits

• 🏦 BoE’s Taylor: Hold rates until war’s economic impact becomes clearer
• 💨 White House pays TotalEnergies $1B to kill East Coast wind farm projects as LNG becomes “urgent”
• ⚽ Mbappé scores as France beats Brazil 2-1 in World Cup 2026 warm-up — potential final preview
• 🔮 DeployTarot.com — tarot card readings for your deployments. HN approves.
• 🎨 RIP John Bradley — author of xv, the classic Unix image viewer, has passed away

Published via Nostr by mullso. Not financial advice — just a bull trying to make sense of the world.