2026-07-07

Cotton bull 9.1% vs prior close ($73.95 → $80.68)

Coffee volume spike — 5.0× the 20-day average (36,330 vs 7,337 avg)

Coffee bear 12.8% vs prior close ($363.95 → $317.40)

Cocoa volume spike — 4.5× the 20-day average (30,342 vs 6,763 avg)

OSINT: Low Market Confidence in Putin's 2027 Re‑election Fuels Uncertainty

Cotton volume spike — 3.2× the 20-day average (33,885 vs 10,736 avg)

CFTC BITCOIN speculators at extreme long: 52-week positioning extreme

CFTC NATURAL GAS speculators at extreme long: 52-week positioning extreme

Oil +3.84%: significant gain on the session

OSINT: US Announces New Sanctions Targeting Russian Entities

CFTC BITCOIN speculators at extreme long: 52-week positioning extreme

CFTC NATURAL GAS speculators at extreme long: 52-week positioning extreme

OSINT: Russia and Brazil expand coal trade ties

CFTC BITCOIN speculators at extreme long: 52-week positioning extreme

CFTC NATURAL GAS speculators at extreme long: 52-week positioning extreme

OSINT: Sberbank releases quarterly report, signals earnings dip

CFTC BITCOIN speculators at extreme long: 52-week positioning extreme

CFTC NATURAL GAS speculators at extreme long: 52-week positioning extreme

OSINT: Iran ships 60M barrels after US Navy blockade pause

Corn bull 5.2% vs prior close ($440.75 → $463.50)

RBOB Gasoline bear 5.1% vs prior close ($3.00 → $2.85)

WTI Crude Oil bull 5.6% vs prior close ($68.55 → $72.37)

OSINT: US Air Force Hits Iranian Drone & Missile Sites Near Qeshm, Bandar Abbas

OSINT: US Airstrikes Hit Iranian Sites Near Strait of Hormuz, Tankers Support Ops

Gold -1.01%: significant decline on the session

ETH ETF outflow of $2714M — institutional selling

BTC ETF outflow of $18600M — institutional selling

SEI open interest -80.4% — OI collapse

ME open interest +317.4% — OI surge

KMNO open interest -52.0% — OI collapse

STRK open interest -72.8% — OI collapse

PYTH open interest -23.7% — OI collapse

DRIFT open interest -39.2% — OI collapse

TNSR open interest +1198.5% — OI surge

EIGEN open interest +21.6% — OI surge

JTO open interest -40.4% — OI collapse

W open interest +329.8% — OI surge

JUP open interest -24.1% — OI collapse

ENA open interest +22.7% — OI surge

IO open interest -78.8% — OI collapse

OP open interest -24.5% — OI collapse

DOGE open interest -70.2% — OI collapse

ADA open interest -31.9% — OI collapse

ATOM open interest +298.2% — OI surge

TIA open interest +300.4% — OI surge

XRP open interest -81.4% — OI collapse

NEAR open interest -64.2% — OI collapse

LTC open interest -61.8% — OI collapse

DOT open interest -53.7% — OI collapse

AVAX open interest +212.7% — OI surge

UNI open interest -80.6% — OI collapse

APT open interest -78.1% — OI collapse

LINK open interest -34.8% — OI collapse

BCH open interest +243.1% — OI surge

ARB open interest +319.1% — OI surge

SUI open interest +264.5% — OI surge

INJ open interest -65.1% — OI collapse

ETH open interest -68.9% — OI collapse

BTC open interest +80.7% — OI surge

SOL open interest -25.0% — OI collapse

PYTH open interest -82.6% — OI collapse

W open interest -49.8% — OI collapse

JUP open interest -22.1% — OI collapse

DRIFT open interest +62.5% — OI surge

STRK open interest +379.2% — OI surge

KMNO open interest +323.4% — OI surge

ENA open interest +24.3% — OI surge

SEI open interest +395.2% — OI surge

EIGEN open interest +287.1% — OI surge

TNSR open interest -74.3% — OI collapse

ME open interest -86.7% — OI collapse

JTO open interest +54.2% — OI surge

IO open interest +134.4% — OI surge

INJ open interest -73.6% — OI collapse

ADA open interest +24.0% — OI surge

SUI open interest -66.1% — OI collapse

XRP open interest -70.8% — OI collapse

NEAR open interest -64.1% — OI collapse

BCH open interest -34.7% — OI collapse

DOGE open interest +547.8% — OI surge

ATOM open interest +346.8% — OI surge

TIA open interest +219.2% — OI surge

UNI open interest +112.1% — OI surge

APT open interest +343.1% — OI surge

LINK open interest -70.5% — OI collapse

ARB open interest +327.0% — OI surge

DOT open interest +260.3% — OI surge

AVAX open interest -33.5% — OI collapse

OP open interest -21.3% — OI collapse

LTC open interest -75.9% — OI collapse

BTC open interest -69.2% — OI collapse

ETH open interest +214.7% — OI surge

SOL open interest -56.7% — OI collapse

TNSR open interest +227.8% — OI surge

STRK open interest -26.2% — OI collapse

IO open interest -57.7% — OI collapse

DRIFT open interest -36.9% — OI collapse

ME open interest +411.2% — OI surge

PYTH open interest +30.4% — OI surge

JUP open interest +321.8% — OI surge

KMNO open interest +320.0% — OI surge

EIGEN open interest -73.4% — OI collapse

W open interest -50.5% — OI collapse

SEI open interest +399.2% — OI surge

ENA open interest +23.9% — OI surge

JTO open interest +36.9% — OI surge

BCH open interest +241.1% — OI surge

OP open interest +27.7% — OI surge

ATOM open interest -86.0% — OI collapse

XRP open interest -35.5% — OI collapse

APT open interest +342.5% — OI surge

DOGE open interest +211.9% — OI surge

NEAR open interest -62.8% — OI collapse

UNI open interest -77.6% — OI collapse

INJ open interest +193.5% — OI surge

ARB open interest -71.4% — OI collapse

AVAX open interest -79.9% — OI collapse

SUI open interest -57.6% — OI collapse

TIA open interest -30.0% — OI collapse

LTC open interest -61.9% — OI collapse

ADA open interest -68.0% — OI collapse

DOT open interest -42.1% — OI collapse

LINK open interest -74.4% — OI collapse

SOL open interest +204.0% — OI surge

BTC open interest -34.2% — OI collapse

ETH open interest +228.9% — OI surge

TNSR open interest +231.7% — OI surge

ME open interest +570.1% — OI surge

SEI open interest +433.0% — OI surge

IO open interest -79.6% — OI collapse

ENA open interest +722.4% — OI surge

JTO open interest -34.8% — OI collapse

STRK open interest -26.3% — OI collapse

KMNO open interest -76.0% — OI collapse

W open interest +98.3% — OI surge

DRIFT open interest -36.7% — OI collapse

PYTH open interest +429.4% — OI surge

JUP open interest -75.7% — OI collapse

EIGEN open interest +280.6% — OI surge

ATOM open interest +72.1% — OI surge

DOT open interest +114.5% — OI surge

OP open interest -72.4% — OI collapse

INJ open interest -64.9% — OI collapse

SUI open interest +207.7% — OI surge

ARB open interest +249.3% — OI surge

AVAX open interest -69.2% — OI collapse

NEAR open interest -65.4% — OI collapse

ADA open interest +43.2% — OI surge

DOGE open interest +194.0% — OI surge

TIA open interest +266.8% — OI surge

APT open interest +348.8% — OI surge

BCH open interest -67.2% — OI collapse

LINK open interest +20.6% — OI surge

UNI open interest +342.9% — OI surge

XRP open interest +412.4% — OI surge

LTC open interest +161.7% — OI surge

ETH open interest +218.1% — OI surge

BTC open interest -20.5% — OI collapse

SOL open interest -24.8% — OI collapse

OSINT: Bitcoin rebounds to $64K after $108M short liquidations

SOL RSI 76.0 — overbought (crossed above 70)

ETH DEX volume/liquidity ratio elevated (0.51x): on-chain trade volume 0.51x liquidity

Debt issued for acquisition financing — deal likely imminent

Activist 13D filing — engage in discussions

Phase 3 trial terminated early — JOHNSON Treatment of Anemia in Patients With Cancer Who Are Not Currently Receiving Chem

Phase 3 trial terminated early — ELI A Study of Evacetrapib (LY2484595) in Japanese Participants With Primary Hyperch

Phase 3 trial terminated early — BIOGEN A Trial of Bardoxolone Methyl in Patients With ADPKD - FALCON

Phase 3 trial terminated early — AMGEN 5-FU Based Maintenance Therapy in RAS Wild Type Metastatic Colorectal Cancer Aft

Phase 3 trial terminated early — Merck Alvimopan Use in Polytraumatized Patients

Phase 3 trial terminated early — Merck Effect of Bisoprolol on Progression of Aortic Stenosis

Phase 3 trial terminated early — Merck Effect of Sitagliptin on Graft Function Following Islet Transplantation

Phase 3 trial terminated early — Merck Effect of Ezetimibe Plus Simvastatin on Flow-Mediated Brachial Artery Vasoactivi

Phase 3 trial terminated early — Merck Study of Lonafarnib Versus Placebo in Subjects With Either Myelodysplastic Syndr

Phase 3 trial terminated early — Merck ChangE From Any Systemic psoriasiS therapY to Raptiva

Phase 3 trial terminated early — Merck A Clinical Trial of Vorinostat (MK0683, SAHA) in Combination With FDA Approved C

Phase 3 trial terminated early — Merck Study of GSK3359609 With Pembrolizumab and 5-fluorouracil (5-FU)-Platinum Chemot

Phase 3 trial terminated early — Merck The Addition of Montelukast to Fluticasone in the Treatment of Perennial Allergi

Phase 3 trial terminated early — Merck Switching to Rosuvastatin Versus Adding Ezetimibe to Atorvastatin Versus Doublin

Phase 3 trial terminated early — Merck A Pharmacokinetic Analysis of Posaconazole in Lung Transplant Recipients (MK-559

Phase 3 trial terminated early — PFIZER Dalteparin Versus Unfractionated Heparin In Patients With Acute Coronary Syndrom

Phase 3 trial terminated early — PFIZER Long-Term Study Of The Safety Of Tanezumab In Arthritis Patients

FDA approves IBRANCE (PFIZER) — new revenue stream

Phase 3 trial terminated early — PFIZER Study Evaluating The Efficacy And Safety Of Xyntha In Children Less Than 6 Years

Phase 3 trial terminated early — GILEAD Study of Aztreonam for Inhalation in Children With Cystic Fibrosis and New Infec

BITCOIN — speculators net long (+2.9σ vs 52w mean) — contrarian bear signal

S&P 500 MINI — speculators net long (+2.6σ vs 52w mean) — contrarian bear signal

CONOCOPHILLIPS search volume spiked +41 pts — unusual interest

ABBOTT LABORATORIES search volume spiked +75 pts — unusual interest

NEWMONT Corp /DE/ search volume spiked +100 pts — unusual interest

OSINT: Bitcoin rebounds to $64K after $108M short liquidations

DXY RSI 70.3 — overbought (crossed above 70)

DXY +0.32% — dollar strength signal

OSINT: Iran ships 60M barrels after US Navy blockade pause

OSINT: US Air Force Hits Iranian Drone & Missile Sites Near Qeshm, Bandar Abbas

OSINT: Bitcoin rebounds to $64K after $108M short liquidations

OSINT: Iran ships 60M barrels after US Navy blockade pause

OSINT: US Airstrikes Hit Iranian Sites Near Strait of Hormuz, Tankers Support Ops

OSINT: US Air Force Hits Iranian Drone & Missile Sites Near Qeshm, Bandar Abbas

OSINT: US Air Force Hits Iranian Drone & Missile Sites Near Qeshm, Bandar Abbas

OSINT: US Airstrikes Hit Iranian Sites Near Strait of Hormuz, Tankers Support Ops