2026-07-12

Wheat volume spike — 4.5× the 20-day average (150,447 vs 33,476 avg)

Coffee volume spike — 11.5× the 20-day average (31,069 vs 2,702 avg)

Coffee bear 10.7% vs prior close ($356.95 → $318.60)

Cocoa volume spike — 7.8× the 20-day average (26,149 vs 3,357 avg)

OSINT: 500 ex‑Wagner mercenaries form criminal enterprise in CAR

Bakken (ND): drought conditions detected — potential oil supply impact

Oil +3.71%: significant gain on the session

Corn bull 7.8% vs prior close ($427.75 → $461.00)

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

OSINT: Explosions rock Strait of Hormuz near Qeshm Island

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

OSINT: Global Oil Market Alert Signals Economic Ripple

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

Brazil Minas Gerais: crop water stress detected (2.7σ above baseline) — potential KC=F supply pressure

OSINT: Iran's IRGC says it attacked US carrier refueling platforms at Oman's Duqm

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

Wheat bull 4.7% vs prior close ($611.25 → $640.25)

Gold volume spike — 2.2× the 20-day average (1,842 vs 838 avg)

Corn volume spike — 2.3× the 20-day average (292,843 vs 126,272 avg)

Cotton bull 4.9% vs prior close ($76.16 → $79.92)

RBOB Gasoline bear 5.5% vs prior close ($2.98 → $2.82)

Soybeans volume spike — 2.1× the 20-day average (118,100 vs 55,494 avg)

OSINT: Iranian attacks may have caused US casualties, OSINT suggests

OSINT: US-Iran Nuclear Deal by August Seen at 11% Likelihood

OSINT: U.S. Southern Transit Corridor via Oman Remains Open, JMIC Advises

AVAX open interest +34.7% — OI surge

UNI open interest -56.0% — OI collapse

LINK open interest +131.0% — OI surge

DOGE open interest -21.4% — OI collapse

APT open interest -76.6% — OI collapse

OP open interest -60.5% — OI collapse

ADA open interest +237.9% — OI surge

ARB open interest +107.1% — OI surge

DOT open interest -53.9% — OI collapse

NEAR open interest -64.1% — OI collapse

BCH open interest -34.8% — OI collapse

LTC open interest -36.1% — OI collapse

TIA open interest -71.4% — OI collapse

ATOM open interest -45.8% — OI collapse

XRP open interest -66.2% — OI collapse

SUI open interest +117.5% — OI surge

INJ open interest -65.8% — OI collapse

KMNO funding -0.0221% · 1th percentile of its 92d Binance history

ETH open interest +181.7% — OI surge

BTC open interest +21.2% — OI surge

SOL open interest +79.1% — OI surge

KMNO open interest +98.8% — OI surge

W open interest -60.7% — OI collapse

ME open interest -87.4% — OI collapse

STRK open interest +70.0% — OI surge

JUP open interest -78.4% — OI collapse

JTO open interest -60.0% — OI collapse

IO open interest +406.3% — OI surge

DRIFT open interest -38.0% — OI collapse

TNSR open interest -90.8% — OI collapse

ENA open interest +23.7% — OI surge

PYTH open interest -77.1% — OI collapse

SEI open interest -80.8% — OI collapse

EIGEN open interest +244.6% — OI surge

UNI open interest +125.0% — OI surge

ADA open interest +144.1% — OI surge

LINK open interest -43.1% — OI collapse

TIA open interest -78.9% — OI collapse

BCH open interest -34.3% — OI collapse

XRP open interest -81.2% — OI collapse

APT open interest +332.8% — OI surge

OP open interest -63.0% — OI collapse

SUI open interest -41.2% — OI collapse

ATOM open interest -76.5% — OI collapse

INJ open interest -73.7% — OI collapse

DOGE open interest +173.7% — OI surge

DOT open interest -53.2% — OI collapse

NEAR open interest +202.8% — OI surge

AVAX open interest -73.0% — OI collapse

ARB open interest -55.1% — OI collapse

LTC open interest -62.0% — OI collapse

BTC open interest +84.5% — OI surge

ETH open interest +201.7% — OI surge

SOL open interest -51.8% — OI collapse

ENA open interest -87.6% — OI collapse

TNSR open interest +240.0% — OI surge

ME open interest -31.8% — OI collapse

SEI open interest -80.8% — OI collapse

PYTH open interest +103.2% — OI surge

STRK open interest +39.0% — OI surge

JTO open interest +74.6% — OI surge

DRIFT open interest -36.8% — OI collapse

EIGEN open interest +232.1% — OI surge

IO open interest -54.4% — OI collapse

JUP open interest +65.3% — OI surge

W open interest -61.3% — OI collapse

KMNO open interest +91.2% — OI surge

XRP open interest -77.7% — OI collapse

APT open interest +295.8% — OI surge

DOT open interest -47.5% — OI collapse

UNI open interest -50.6% — OI collapse

INJ open interest -83.0% — OI collapse

LINK open interest +299.2% — OI surge

AVAX open interest +152.9% — OI surge

OP open interest +30.7% — OI surge

ATOM open interest +671.7% — OI surge

DOGE open interest +157.7% — OI surge

LTC open interest -34.9% — OI collapse

BCH open interest +232.3% — OI surge

TIA open interest +60.6% — OI surge

NEAR open interest +177.0% — OI surge

ARB open interest +124.2% — OI surge

ADA open interest +40.8% — OI surge

SUI open interest -63.5% — OI collapse

BTC open interest -31.9% — OI collapse

ETH open interest +220.1% — OI surge

SOL open interest -51.5% — OI collapse

ME open interest -76.4% — OI collapse

SEI open interest -81.1% — OI collapse

JTO open interest -29.5% — OI collapse

TNSR open interest +888.1% — OI surge

JUP open interest +36.8% — OI surge

IO open interest -52.8% — OI collapse

DRIFT open interest +61.3% — OI surge

ENA open interest +86.8% — OI surge

STRK open interest +134.9% — OI surge

W open interest -80.8% — OI collapse

EIGEN open interest -20.0% — OI collapse

PYTH open interest +116.6% — OI surge

KMNO open interest -47.6% — OI collapse

ATOM open interest -76.2% — OI collapse

DOGE open interest -70.2% — OI collapse

DOT open interest +551.1% — OI surge

OP open interest -70.3% — OI collapse

AVAX open interest +136.0% — OI surge

TIA open interest -66.2% — OI collapse

LTC open interest -35.9% — OI collapse

APT open interest -74.8% — OI collapse

NEAR open interest -66.5% — OI collapse

XRP open interest -67.2% — OI collapse

ARB open interest -71.8% — OI collapse

UNI open interest +282.1% — OI surge

BCH open interest -80.3% — OI collapse

LINK open interest +303.9% — OI surge

INJ open interest -65.7% — OI collapse

ADA open interest -74.3% — OI collapse

SUI open interest +59.8% — OI surge

ETH open interest -65.8% — OI collapse

SOL open interest -26.5% — OI collapse

BTC open interest +83.9% — OI surge

JTO open interest -28.7% — OI collapse

ME open interest -87.2% — OI collapse

JUP open interest +62.9% — OI surge

STRK open interest +136.5% — OI surge

EIGEN open interest -72.2% — OI collapse

KMNO open interest -47.1% — OI collapse

SEI open interest -81.3% — OI collapse

TNSR open interest -66.4% — OI collapse

ENA open interest +55.5% — OI surge

W open interest -80.9% — OI collapse

IO open interest +125.8% — OI surge

PYTH open interest -29.4% — OI collapse

DRIFT open interest -36.8% — OI collapse

ADA funding -0.0201% · 4th percentile of its 175d Binance history

OSINT: US Companies Hold 92.7% of Global Corporate Bitcoin, Add 510K BTC in Year

OSINT: Japan Yen Weakens, BoJ Signals More Rate Hikes Amid Surge in Bankruptcies

AVAX funding -0.0237% · 2th percentile of its 175d Binance history

ADA funding -0.0204% · 4th percentile of its 175d Binance history

AVAX funding -0.0214% · 2th percentile of its 175d Binance history

Uber Technologies, Inc search volume spiked +100 pts — unusual interest

OSINT: Supergirl becomes DC’s lowest‑grossing major film since 2004

RTX Corp search volume spiked +31 pts — unusual interest

GAP INC search volume spiked +93 pts — unusual interest

Sanofi search volume spiked +35 pts — unusual interest

Uber Technologies, Inc search volume spiked +100 pts — unusual interest

OSINT: Japan Yen Weakens, BoJ Signals More Rate Hikes Amid Surge in Bankruptcies

RTX Corp search volume spiked +31 pts — unusual interest

Sanofi search volume spiked +35 pts — unusual interest

Uber Technologies, Inc search volume spiked +100 pts — unusual interest

RTX Corp search volume spiked +31 pts — unusual interest

Q3-2025: Beat consensus by 20.6% — EPS $-0.26 vs $-0.3276 estimate

Q2-2025: Beat consensus by 106.0% — EPS $0.03 vs $-0.5042 estimate

Q4-2025: Missed consensus by 29.5% — EPS $-0.55 vs $-0.4246 estimate

Q1-2026: Missed consensus by 201.3% — EPS $-0.59 vs $-0.1958 estimate

Q3-2025: Beat consensus by 7.4% — EPS $0.43 vs $0.4005 estimate

Q1-2026: Beat consensus by 11.6% — EPS $0.41 vs $0.3674 estimate

Q2-2025: Beat consensus by 15.5% — EPS $0.42 vs $0.3636 estimate

Q3-2024: Beat consensus by 35.6% — EPS $-2.43 vs $-3.774 estimate

Q2-2024: Beat consensus by 13.5% — EPS $-3.31 vs $-3.825 estimate

Q1-2024: Missed consensus by 20.0% — EPS $-4.53 vs $-3.774 estimate

Q2-2025: Missed consensus by 20.8% — EPS $1.21 vs $1.5278 estimate

OSINT: McConnell office releases photo, denies hospital rumors

OSINT: Iranian attacks may have caused US casualties, OSINT suggests

OSINT: US-Iran Nuclear Deal by August Seen at 11% Likelihood

OSINT: Iranian attacks may have caused US casualties, OSINT suggests

china_us_west shipping +7.1% — potential inflation signal

china_us_west shipping +7.1% — potential inflation signal

OSINT: Cardboard Harrier Cutout Mentioned at Sports Event

OSINT: U.S. Southern Transit Corridor via Oman Remains Open, JMIC Advises

china_us_west shipping +7.1% — potential inflation signal

OSINT: McConnell office releases photo, denies hospital rumors

OSINT: US-Iran Nuclear Deal by August Seen at 11% Likelihood

OSINT: Iranian attacks may have caused US casualties, OSINT suggests

OSINT: Japan Yen Weakens, BoJ Signals More Rate Hikes Amid Surge in Bankruptcies

OSINT: U.S. Southern Transit Corridor via Oman Remains Open, JMIC Advises