WHAT’S INSIDE:

Feature: End of The Oil, Dollar, Navy Grand Bargain

Top Tech News: US-Iran MOU cools oil; markets rally as geopolitics de-risk. Fed seen holding 3.50–3.75%; May output +0.1%; WH 30-day AI red-team window.

Company Watch: SpaceX IPO +19% ($2.3T); Nvidia $20B bonds; Bezos $12B AI; Salesforce buys Fin $3.6B.

Buzzy Tools: ChatGPT custom PDF editor; Meta AI Mode search; Fin AI support; semi-solid batteries.

Buzzy Tech: Quantum phase switch; orbital onboard-ML targeting; -14% LLM power; ingestible biosensors; fusion roadmap.

Crypto: SPCX perp $1.4B; Clarity Act push; Strategy buys 1,587 BTC; Messari sold; Kraken CFTC perps.

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Top Technology News

Iran Peace? — U.S. stocks rallied Monday and oil dropped after the US and Iran announced they have reached agreement on an MOU to negotiate further.

Fed To Hold Course — In his first meeting as Chair, Kevin Warsh and the Fed are widely expected to keep interest rates unchanged at 3.50% to 3.75% as elevated energy prices continue to drive persistent inflation.

Anthropic Model Ban — The US government issued export control directive forcing Anthropic to disable Claude Fable 5, Mythos 5 for all users worldwide citing national security jailbreak concerns.

Industrial Slowdown — U.S. industrial production rose by a mere 0.1% in May, falling significantly short of forecasts and signaling that manufacturing momentum is shifting into a more moderate growth phase

Securing Frontier AI — The White House issued an executive order establishing a voluntary 30-day preview window for government-approved red-team testing of advanced AI models before their public release.

End of The Oil, Dollar, Navy Grand Bargain & The Rise of Narrative Investing

The Tech Buzz Editorial

The Shattering of the Bretton Woods "Grand Bargain" 

The global geopolitical framework established at Bretton Woods in 1944 is effectively over. For decades, the world operated on a strategic "grand bargain": the United States protected global sea lanes with its Navy, and in exchange, the world traded commodities—primarily oil—in US dollars. With the current crisis in the Middle East, this oil, dollar, and Navy monopoly has been broken.

The global order is rapidly moving away from strategic, long-term partnerships and shifting into a world of purely transactional alliances. Recognizing that they can no longer rely on a single hegemon for security or trade, nations are being forced to prioritize self-sufficiency. This is sparking a massive drive toward the diversification of energy supplies, defense dependencies, and financial systems across the globe.

The "Peace Deal" Theatre and Global Economic Pressure 

Despite the celebratory headlines, there is no actual peace deal in place. What exists is merely a vague, unsigned 60-day Memorandum of Understanding (MOU) designed to create a framework for future negotiations. The announcement serves as a political narrative allowing leaders to claim victory while leaving the underlying confrontation completely unresolved. There is certainly more common ground than any of the past 48+ times Trump has touted a “deal”, but there is ahuge distance between the sides still judging from public comments by Trump, Vance and Iranian leaders on what the MOU contains.

There is an absolute lack of trust among the players involved. Israel breached its parameters before it was even signed by remaining in Lebanon, launching military operations in Southern Lebanon and bombing Beirut this week including after the MOU was announced. Netanyahu has already stated the IDF will not leave Lebanon despite Trump attacking him on social media over this. This in itself could be a deal-breaker and it is unclear how much control Trump has over the situation.

Meanwhile, Iran is fully prepared to enforce its gains at war. The conflict (and possibly the Iran nuclear weapon leaks we published last week) has granted Tehran the most geopolitical leverage it has held since the 1979 revolution, and it has no intention of letting that leverage go lightly. It will require at least partial release of its own assets frozen by the US and the removal of at least some sanctions by either the US or the United Nations to demonstrate the US is actually serious about an end to the war on reasonable terms, especially given that this war was initially launched during ongoing negotiations and has resulted in significant financial and material damage to Iran.

The Economic Pressure Mounts

The pressure is entirely on the United States to end this conflict quickly, as the global economy is sustaining severe damage. Asian economies heavily dependent on Middle Eastern energy imports—such as Japan, South Korea, and India—are facing massive pressure, and their currencies are getting hammered against the US dollar. If the US cannot secure a rapid resolution, the sustained economic fallout threatens to cause irreparable harm to the global system.

The Crisis of Guarantees in Rebuilding

Integrating a heavily sanctioned nation like Iran back into the global economy presents an enormous challenge because capital demands certainty and guarantees before entering new or recovering markets. Historically, institutions born from Bretton Woods, like the World Bank and the IMF, provided the guarantees needed to rebuild war-torn regions.

Today, there is a vacuum. Investors require firm assurances that their capital will not be destroyed, and there are major questions about who will underwrite these guarantees. While there is speculation that China could step in to drive this rebuilding and provide the necessary backing, the current reality is highly unstable. Iran is seeking guarantees from China, Russia, and Saudi Arabia, and it appears the Gulf nations are starting to adjust to the new regional power dynamic by taking actions in their own self interest in the new reality rather than blindly adhering to their past US alliances.

SpaceX, AI, and the "Narrative" Market Transition

Financial markets are currently ignoring geopolitical reality, operating instead in a world governed purely by narrative. This disconnect is most visible in the relentless capital flows into the tech sector, specifically AI ventures (like OpenAI and Anthropic) and the historic SpaceX IPO.

Even though SpaceX currently incinerates cash on capital expenditures, the market is overwhelmingly buying into the narrative that "space is 10 times better," fueling hype around concepts like orbital data centers powered by infinite solar energy. In contrast, the extreme volatility and shifting regulatory rules in the Middle East have made it too painful and dangerous for traders to hold positions in physical commodities or old-economy energy stocks like Exxon. Consequently, investors are destocking their commodity positions and indiscriminately rotating their capital into the tech and AI bubble.

How to Invest and Take Advantage of the Transition 

To survive this transition, investors must position their portfolios based on the narrative-driven market that currently exists, rather than the reality-based market they might want.

1. Pivot to Hard Assets: The unprecedented level of global uncertainty and shifting global alliances makes this an excellent time to hold hard assets.

2. Utilize a "Pairs Trade" Strategy: Because passive capital flows and mania continue to push the S&P 500 higher, outright shorting the broader market is too dangerous. Instead, investors can ride the AI and SpaceX bubble by going long on the S&P 500, while simultaneously offsetting that risk by shorting fundamentally weak sectors in the real economy, such as homebuilders. Homebuilders are highly vulnerable to either higher interest rates or a weakening overall economy, and they receive zero benefit from the billions flowing into AI, making them an ideal hedge against the broader market's narrative-driven exuberance.

Companies To Watch

Latest deals and trending companies

Open Deal

[Open] Satispay €120M — Italian fintech raises to expand into stock, ETF trading targeting €1.27T idle-deposit market with 6.5M users, 450K merchant partners, €116M ARR and over €500M total funding.

Big Movers

SpaceX IPO +19% — Shares soared to $160.95 on debut pushing market cap to $2.3T making Elon Musk world's first trillionaire with heavily oversubscribed offering delivering gains for Founders Fund, a16z, Sequoia.

Musk $1T — SpaceX IPO priced at $135 per share valued Musk stake at $860B propelling his total wealth past $1T with the largest public offering in market history.

Nvidia $20B Bonds — First debt sale since 2021 raises at least $20B across seven tranches maturing up to 30 years led by JPMorgan, Goldman, Morgan Stanley with $85B investor demand for AI chip expansion, debt refinancing.

Prometheus — Jeff Bezos industrial AI startup raised a $12B Series B valuing $41B backed JPMorgan/BlackRock/Goldman/DST Global aiming speed up product development 10x using AI.

Fox Buys Roku $22B — Fox acquires Roku at $160/share cash-and-stock deal pairing Fox's live sports, news, Tubi with Roku's leading CTV platform reaching 100M+ streaming households with $400M run-rate synergies expected.

Fin — Acquired by Salesforce for $3.6 billion, this startup builds autonomous AI agents capable of reasoning and resolving complex enterprise customer service issues.

Buzzy Tools & Tech

The Latest Trending Tools & Cutting Edge Technology Developments

Buzzy Tools

Buzzy Tools To Watch and Try Today

ChatGPT — Custom PDF editor, signaling a shift toward privacy-first, on-device AI

Meta — Rolls out AI Mode to generate conversational search results from public FB

Fin — AI customer service platform resolves complex enterprise support end-to-end

Semi-Solid Batteries — Gel-based electrolytes as alternative to lithium-ion

Buzzy Technology

Buzzy Tech Discoveries and Breakthroughs Trending Today

Quantum Phase Switch — Ultrafast laser pulses unlock a stable, hidden state

Autonomous Orbital AI — A satellite successfully used onboard ml to id targets

Eco-Friendly AI Training — Granular GPU tuning cuts LLM training power -14%

Ingestible Biosensors — Fluorescent optical nanosensor and swallowable device

Commercial Fusion — The DOE new strategy to leverage AI for commercial fusion 

Cryptocurrency News

The Latest News in Crypto & Blockchain

SpaceX SPCX Frenzy — Hyperliquid's SPCX perpetual hit $1.4B in trading volume on SpaceX IPO day accounting for 30% of all HIP-3 volume with HYPE rising 10% as fees funded token buybacks and stock perps hit $18.8B in first half of June.

Regulatory Tailwinds — A coalition of over 200 crypto firms is pushing the Senate to pass the Clarity Act, by reclassifying it under CFTC jurisdiction.

Bitcoin Treasury Expansion — Strategy purchased 1,587 BTC for $100M while Strive acquired 73 BTC, driving crypto stocks higher alongside easing macro fears.

Messari — The comprehensive crypto data and analytics platform was acquired by rival Blockworks for just over $10 million, marking a steep 96.7% markdown.

Regulated Crypto Perps — Kraken launched the first major CFTC-regulated crypto perpetual futures market for U.S. clients via its newly acquired Bitnomial exchange.

AI Tokens Surge — Bittensor (TAO) led the CoinDesk 20 index with a massive 31.9% price surge, boosting the broader index higher amid renewed demand for AI-related tokens.

Hostile Treasury Takeovers — Forward Industries is leveraging its $1.6 billion Solana treasury to launch hostile, all-stock buyout proposals for smaller Solana DATs like SkyAI after suffering asset markdowns.

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