• US forces hit Iranian rocket launchers near the Strait of Hormuz; Tehran retaliated with missiles and drones at US bases in Jordan — a direct military exchange that threatens roughly a fifth of global oil flows and risks a…

• Canada imposed 50% retaliatory tariffs on roughly $20 billion in annual US imports — escalating the North American trade war raises input costs, strains USMCA supply chains, and adds stagflationary pressure.

• The Cronos network halted after an exploit of lending protocol Tectonic drained an estimated $75 million — a full chain shutdown raises serious questions about DeFi security and the decentralization of exchange-linked blockchains.

• Fed Chair Warsh's hawkish Jackson Hole speech pushed Bitcoin down 2.8% on Friday after it touched $80,265 Thursday — rate-cut repricing is hitting risk assets across the board.

• Meta agreed to pay up to $18 billion over allegations of harm to young users — one of the largest tech settlements ever, raising the regulatory risk bar for the whole sector.

• Coinbase launched tokenized versions of Apple, Nvidia, Meta, and Google stocks on its Base network — a direct challenge to traditional brokerage margins, with Interactive Brokers' 77% profit margin cited as the target.

Weekend Edition — the week in review.

• Bitcoin posted its largest-ever dollar weekly gain, rising $14,264 to close near $77,400, alongside $2.74B in short liquidations and $2.6B in ETF inflows — signaling a significant shift in crypto risk appetite.

• Nvidia reported $96.2B in quarterly revenue, up 106% year-on-year, and agreed to acquire Hugging Face for $12.9B — extending its dominance from chips into open-source AI model distribution.

• US public debt crossed $40 trillion for the first time as the Treasury announced it would double long-end bond buybacks to at least $4B per operation starting September 9 — easing duration pressure but highlighting deepening…

• Nvidia posted $96.2B in quarterly revenue and guided to $108B next quarter, zeroing out China — the AI capex cycle is accelerating even as export controls bite.

• Meta agreed to pay up to $18B to settle 29-state lawsuits over teen addiction — the largest social-media liability settlement sets a platform accountability benchmark.

• Iran named conditions for reopening the Strait of Hormuz, which carries roughly 20% of global oil — any closure or partial blockage directly moves crude prices and inflation.

• Nvidia guided for roughly 70% revenue growth in fiscal 2028, backed by a 2M GPU Amazon order — reaffirming AI capex as the engine of the equity rally.

• Meta agreed to an $18B settlement over children's social media addiction lawsuits — one of the largest tech settlements ever, setting a steep liability precedent for platforms.

• The CIA director held direct talks with Russian intelligence counterparts in Moscow — rare back-channel contact that hints at quiet diplomacy on Ukraine with potential market ripple effects.

• The US plans a 7.5% overcapacity levy on Chinese goods ahead of a Trump–Xi summit — a fresh tariff layer before high-stakes talks raises retaliation risk and reprices supply-chain assumptions globally.

• Treasury Secretary Bessent doubled long-end buybacks to at least $4B per operation starting Sep. 10, even as the 30-year yield hit 5.31%, its highest since 2007 — a direct curve intervention drawing criticism from Stanley…

• Bitcoin added 28% in August, its biggest monthly gain since November 2024, driven by record spot ETF inflows of $1.92B in a single week and a major short squeeze in futures markets.

• The US Treasury is doubling long-dated bond buybacks to at least $4B per operation starting September 9 — a liquidity injection that eases financial conditions even as 30-year yields hit 5.3% for the first time since 2007.

• Bitcoin posted its largest weekly dollar gain ever, rising $14,264 or 22.7% to close at $77,387, backed by $2.6B in ETF inflows and record short liquidations — signaling a decisive shift in crypto risk appetite.

• New 50% US tariffs on Canadian goods took effect Saturday after talks broke down — threatening auto supply chains, stoking inflation risk, and putting USMCA credibility in question with retaliation likely.

• Treasury buybacks doubled and a new Fed chair installed — liquidity injection plus a regime shift at the central bank sent Bitcoin up 25% to near $80,000 in days.

• US public debt crossed $40 trillion for the first time, amplifying fiscal pressure on the Treasury and Fed to keep long-term rates contained.

• Canada announced counter-tariffs on $20B of US goods starting September 8, escalating the North American trade dispute and pressuring USMCA supply chains.

Weekend Edition — the week in review.

• 30-year Treasury yields hit 5.33%, the highest since 2007, as US national debt crossed $40 trillion — tightening financial conditions globally and raising debt-servicing costs.

• Bitcoin surged past $75,000, triggering a $2.8 billion short squeeze and drawing $1.6 billion in weekly ETF inflows — the largest liquidation event since 2021 marks a decisive shift in crypto positioning.

• Iran kept the Strait of Hormuz closed pending US concessions, threatening roughly 20% of global oil supply and reigniting inflation risks that could constrain central bank easing.

• Treasury doubled bond buyback operations to at least $4B per session as US debt crossed $40 trillion — easing long-end stress but sharpening fiscal sustainability concerns.

• Bitcoin surged past $72,000 for the first time since May, wiping out $3B in shorts and drawing $517M in ETF inflows — signaling renewed institutional appetite.

• The SEC released proposed rulemaking under Regulation Crypto Assets, offering a formal legal path for token sales in the US — the most significant domestic crypto regulatory shift in years.