2026-07-12

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

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

OSINT: Explosions rock Strait of Hormuz near Qeshm Island

OSINT: Global Oil Market Alert Signals Economic Ripple

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

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

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

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

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

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

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

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

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

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

OSINT: Ukrainian Drones Ignite Russia's Syzran Oil Refinery

Cocoa bear 3.3% vs prior close ($6,309.00 → $6,100.00)

APT open interest -76.6% - OI collapse

ARB open interest +107.1% - OI surge

LTC open interest -36.1% - OI collapse

OP open interest -60.5% - OI collapse

DOT open interest -53.9% - OI collapse

ATOM open interest -45.8% - OI collapse

ADA open interest +237.9% - OI surge

UNI open interest -56.0% - OI collapse

NEAR open interest -64.1% - OI collapse

BCH open interest -34.8% - OI collapse

TIA open interest -71.4% - OI collapse

LINK open interest +131.0% - OI surge

SUI open interest +117.5% - OI surge

XRP open interest -66.2% - OI collapse

INJ open interest -65.8% - OI collapse

AVAX open interest +34.7% - OI surge

DOGE open interest -21.4% - OI collapse

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

SOL open interest +79.1% - OI surge

ETH open interest +181.7% - OI surge

BTC open interest +21.2% - OI surge

JUP open interest -78.4% - OI collapse

JTO open interest -60.0% - OI collapse

IO open interest +406.3% - OI surge

W open interest -60.7% - OI collapse

TNSR open interest -90.8% - OI collapse

STRK open interest +70.0% - OI surge

SEI open interest -80.8% - OI collapse

PYTH open interest -77.1% - OI collapse

DRIFT open interest -38.0% - OI collapse

ME open interest -87.4% - OI collapse

EIGEN open interest +244.6% - OI surge

ENA open interest +23.7% - OI surge

KMNO open interest +98.8% - OI surge

OP open interest -63.0% - OI collapse

BCH open interest -34.3% - OI collapse

APT open interest +332.8% - OI surge

XRP open interest -81.2% - OI collapse

DOGE open interest +173.7% - OI surge

AVAX open interest -73.0% - OI collapse

UNI open interest +125.0% - OI surge

ATOM open interest -76.5% - OI collapse

DOT open interest -53.2% - OI collapse

ARB open interest -55.1% - OI collapse

NEAR open interest +202.8% - OI surge

INJ open interest -73.7% - OI collapse

LTC open interest -62.0% - OI collapse

ADA open interest +144.1% - OI surge

SUI open interest -41.2% - OI collapse

TIA open interest -78.9% - OI collapse

LINK open interest -43.1% - OI collapse

SOL open interest -51.8% - OI collapse

ETH open interest +201.7% - OI surge

BTC open interest +84.5% - OI surge

JTO open interest +74.6% - OI surge

STRK open interest +39.0% - OI surge

ENA open interest -87.6% - OI collapse

IO open interest -54.4% - OI collapse

W open interest -61.3% - OI collapse

TNSR open interest +240.0% - OI surge

DRIFT open interest -36.8% - OI collapse

JUP open interest +65.3% - OI surge

KMNO open interest +91.2% - OI surge

PYTH open interest +103.2% - OI surge

ME open interest -31.8% - OI collapse

EIGEN open interest +232.1% - OI surge

DOGE open interest +157.7% - OI surge

ADA open interest +40.8% - OI surge

APT open interest +295.8% - OI surge

ARB open interest +124.2% - OI surge

ATOM open interest +671.7% - OI surge

AVAX open interest +152.9% - OI surge

BCH open interest +232.3% - OI surge

DOT open interest -47.5% - OI collapse

INJ open interest -83.0% - OI collapse

LINK open interest +299.2% - OI surge

LTC open interest -34.9% - OI collapse

NEAR open interest +177.0% - OI surge

OP open interest +30.7% - OI surge

SUI open interest -63.5% - OI collapse

TIA open interest +60.6% - OI surge

UNI open interest -50.6% - OI collapse

XRP open interest -77.7% - OI collapse

ETH open interest +220.1% - OI surge

BTC open interest -31.9% - OI collapse

SOL open interest -51.5% - OI collapse

W open interest -80.8% - OI collapse

PYTH open interest +116.6% - OI surge

JTO open interest -29.5% - OI collapse

IO open interest -52.8% - OI collapse

KMNO open interest -47.6% - OI collapse

JUP open interest +36.8% - OI surge

ENA open interest +86.8% - OI surge

TNSR open interest +888.1% - OI surge

ME open interest -76.4% - OI collapse

EIGEN open interest -20.0% - OI collapse

DRIFT open interest +61.3% - OI surge

STRK open interest +134.9% - OI surge

SEI open interest -81.1% - OI collapse

AVAX open interest +136.0% - OI surge

DOGE open interest -70.2% - OI collapse

SUI open interest +59.8% - OI surge

BCH open interest -80.3% - OI collapse

ADA open interest -74.3% - OI collapse

OP open interest -70.3% - OI collapse

DOT open interest +551.1% - OI surge

NEAR open interest -66.5% - OI collapse

ARB open interest -71.8% - OI collapse

INJ open interest -65.7% - OI collapse

XRP open interest -67.2% - OI collapse

LINK open interest +303.9% - OI surge

APT open interest -74.8% - OI collapse

ATOM open interest -76.2% - OI collapse

LTC open interest -35.9% - OI collapse

UNI open interest +282.1% - OI surge

TIA open interest -66.2% - OI collapse

BTC open interest +83.9% - OI surge

ETH open interest -65.8% - OI collapse

SOL open interest -26.5% - OI collapse

TNSR open interest -66.4% - OI collapse

PYTH open interest -29.4% - OI collapse

SEI open interest -81.3% - OI collapse

JUP open interest +62.9% - OI surge

JTO open interest -28.7% - OI collapse

IO open interest +125.8% - OI surge

STRK open interest +136.5% - OI surge

KMNO open interest -47.1% - OI collapse

W open interest -80.9% - OI collapse

ENA open interest +55.5% - OI surge

ME open interest -87.2% - OI collapse

EIGEN open interest -72.2% - 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

OSINT: Eric Trump Highlights Ethereum Surge After $30B Market‑Cap Gain

OSINT: Large Binance Whale Moves $100M+ of ETH and WBTC Out of Exchange

ADA funding -0.0203% · 4th percentile of its 175d Binance history

OSINT: Top‑tier NFTs poised to endure as broader NFT hype wanes

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

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

Q3-2026: Beat consensus by 46.5% - EPS $2.33 vs $1.5902 estimate

Q3-2026: Beat consensus by 5.5% - EPS $1.28 vs $1.2138 estimate

Q1-2026: Missed consensus by 104.9% - EPS $-73.15 vs $-35.7 estimate

Q4-2025: Beat consensus by 5.7% - EPS $-52.5 vs $-55.692 estimate

Bond issued at elevated rate 6.75% - credit-stress signal

OSINT: Eric Trump Highlights Ethereum Surge After $30B Market‑Cap Gain

OSINT: Top‑tier NFTs poised to endure as broader NFT hype wanes

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

OSINT: Eric Trump Highlights Ethereum Surge After $30B Market‑Cap Gain

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

OSINT: Cardboard Harrier Cutout Mentioned at Sports Event

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

OSINT: Ukrainian Drones Ignite Russia's Syzran Oil Refinery

Financial conditions loosening: NFCI at -0.52, liquidity supportive