2026-07-13

Cocoa volume spike - 7.5× the 20-day average (20,274 vs 2,685 avg)

WTI Crude Oil bull 9.2% vs prior close ($71.41 → $77.96)

Cotton volume spike - 16.1× the 20-day average (29,854 vs 1,859 avg)

Coffee volume spike - 10.0× the 20-day average (18,995 vs 1,902 avg)

Wheat volume spike - 3.0× the 20-day average (87,200 vs 28,865 avg)

Soybeans volume spike - 2.4× the 20-day average (122,869 vs 51,139 avg)

OSINT: Bitcoin dips to $62,037 amid Iran conflict‑driven energy concerns

OSINT: Iranian flight grounding sparks heightened Saudi-Yemen-Houthi tensions

OSINT: South Korea KOSPI drops 8%, triggers circuit breaker

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

Corn bull 5.7% vs prior close ($438.00 → $463.00)

Heating Oil bull 5.0% vs prior close ($3.55 → $3.73)

Coffee bear 3.6% vs prior close ($343.00 → $330.50)

Brazil Minas Gerais: crop water stress detected (1.7σ above baseline) - potential KC=F supply pressure

TIA open interest +423.3% - OI surge

XRP open interest +448.4% - OI surge

ARB open interest -62.3% - OI collapse

BCH open interest -91.4% - OI collapse

LINK open interest +215.4% - OI surge

SUI open interest +59.0% - OI surge

INJ open interest +502.4% - OI surge

DOGE open interest +238.6% - OI surge

AVAX open interest +61.0% - OI surge

ADA open interest -75.7% - OI collapse

DOT open interest -85.2% - OI collapse

LTC open interest -76.2% - OI collapse

APT open interest -75.4% - OI collapse

NEAR open interest -64.8% - OI collapse

UNI open interest +111.5% - OI surge

OP open interest -72.1% - OI collapse

ATOM open interest -85.9% - OI collapse

BTC open interest -43.6% - OI collapse

ETH open interest -23.4% - OI collapse

SOL open interest -66.8% - OI collapse

W open interest -78.0% - OI collapse

ENA open interest -79.1% - OI collapse

DRIFT open interest -35.1% - OI collapse

EIGEN open interest -63.7% - OI collapse

PYTH open interest +113.4% - OI surge

KMNO open interest +108.5% - OI surge

ME open interest +49.2% - OI surge

SEI open interest -80.8% - OI collapse

JUP open interest -65.3% - OI collapse

JTO open interest -30.6% - OI collapse

STRK open interest -54.5% - OI collapse

IO open interest -80.0% - OI collapse

TNSR open interest -92.2% - OI collapse

UNI open interest +114.3% - OI surge

NEAR open interest -66.1% - OI collapse

ARB open interest -77.2% - OI collapse

ADA open interest -27.1% - OI collapse

ATOM open interest -87.2% - OI collapse

AVAX open interest -33.0% - OI collapse

BCH open interest +245.2% - OI surge

XRP open interest +270.2% - OI surge

DOGE open interest -71.3% - OI collapse

DOT open interest -40.6% - OI collapse

TIA open interest -69.9% - OI collapse

SUI open interest -61.9% - OI collapse

INJ open interest -62.6% - OI collapse

APT open interest +315.9% - OI surge

LINK open interest +311.2% - OI surge

LTC open interest +58.2% - OI surge

ETH open interest +221.4% - OI surge

BTC open interest -46.7% - OI collapse

SOL open interest -54.5% - OI collapse

EIGEN open interest -62.3% - OI collapse

KMNO open interest +298.2% - OI surge

DRIFT open interest -37.0% - OI collapse

STRK open interest +116.2% - OI surge

JUP open interest -71.7% - OI collapse

TNSR open interest +361.9% - OI surge

PYTH open interest +202.5% - OI surge

ENA open interest +28.9% - OI surge

IO open interest +117.4% - OI surge

W open interest +371.9% - OI surge

SEI open interest +416.8% - OI surge

ME open interest -76.6% - OI collapse

JTO open interest +36.1% - OI surge

OP open interest -71.0% - OI collapse

DOT open interest -54.2% - OI collapse

NEAR open interest +181.3% - OI surge

DOGE open interest +585.6% - OI surge

ARB open interest -49.5% - OI collapse

TIA open interest -68.1% - OI collapse

SUI open interest -61.4% - OI collapse

INJ open interest +491.2% - OI surge

XRP open interest +84.7% - OI surge

BCH open interest +51.2% - OI surge

AVAX open interest -30.9% - OI collapse

ADA open interest -73.8% - OI collapse

ATOM open interest +646.4% - OI surge

LINK open interest -20.4% - OI collapse

LTC open interest -38.3% - OI collapse

APT open interest -75.9% - OI collapse

UNI open interest +96.3% - OI surge

ETH open interest -61.6% - OI collapse

BTC open interest +88.4% - OI surge

SOL open interest -65.5% - OI collapse

JTO open interest +26.4% - OI surge

STRK open interest -58.7% - OI collapse

IO open interest -79.5% - OI collapse

EIGEN open interest -25.6% - OI collapse

DRIFT open interest -38.6% - OI collapse

W open interest -60.0% - OI collapse

KMNO open interest -50.4% - OI collapse

ENA open interest +907.1% - OI surge

PYTH open interest -50.4% - OI collapse

JUP open interest -64.3% - OI collapse

ME open interest +190.8% - OI surge

SEI open interest -80.5% - OI collapse

DOT open interest -40.4% - OI collapse

ADA open interest +272.7% - OI surge

ARB open interest +80.6% - OI surge

ATOM open interest -76.4% - OI collapse

AVAX open interest -81.0% - OI collapse

BCH open interest -69.9% - OI collapse

DOGE open interest +104.2% - OI surge

INJ open interest -62.7% - OI collapse

LINK open interest +24.6% - OI surge

LTC open interest -61.6% - OI collapse

NEAR open interest +211.9% - OI surge

OP open interest +169.7% - OI surge

SUI open interest -71.1% - OI collapse

UNI open interest -74.6% - OI collapse

XRP open interest -45.3% - OI collapse

BTC open interest -44.9% - OI collapse

ETH open interest -67.2% - OI collapse

SOL open interest -43.9% - OI collapse

DRIFT open interest -38.8% - OI collapse

PYTH open interest +39.9% - OI surge

SEI open interest +413.2% - OI surge

ME open interest -29.7% - OI collapse

KMNO open interest -51.0% - OI collapse

TNSR open interest -75.4% - OI collapse

JUP open interest -71.1% - OI collapse

JTO open interest -21.4% - OI collapse

W open interest +156.5% - OI surge

STRK open interest -80.1% - OI collapse

IO open interest -55.1% - OI collapse

EIGEN open interest +199.5% - OI surge

ENA open interest -87.8% - OI collapse

OSINT: Lawson launches Japan's first POS pilot using JPYC stablecoin

OSINT: Brazil's OranjeBTC adds 8 BTC, total 3,912, tops LATAM holdings

ETH DEX volume/liquidity ratio elevated (0.52x): on-chain trade volume 0.52x liquidity

SOL DEX volume/liquidity ratio elevated (1.09x): on-chain trade volume 1.09x liquidity

SOL DEX volume/liquidity ratio elevated (1.05x): on-chain trade volume 1.05x liquidity

ATOM funding -0.0452% · 5th percentile of its 176d Binance history

BITCOIN - speculators net long (+2.3σ vs 52w mean) - contrarian bear signal

TNSR funding -0.0986% · 4th percentile of its 92d Binance history

SOL DEX volume/liquidity ratio elevated (0.98x): on-chain trade volume 0.98x liquidity

Phase 3 trial terminated early - BRISTOL Calf Deep Vein Thrombosis Treatment Trial

Phase 3 trial terminated early - BRISTOL Mechanistic Studies of B- and T-Cell Function in RA Patients Treated With TNF An

Phase 3 trial terminated early - AMGEN Etanercept Treatment in Patients With Moderate to Severe Plaque Psoriasis Who Lo

Phase 3 trial terminated early - AMGEN An Exploratory Sub-study for the RED-HF™ (Reduction of Events With Darbepoetin A

Phase 3 trial terminated early - PFIZER TITRATE (inducTIon for acuTe ulceRATivE Colitis)

Phase 3 trial terminated early - PFIZER Study Evaluating Desvenlafaxine Succinate Sustained-release (DVS SR) in Adult Ou

Phase 3 trial terminated early - PFIZER Evaluate Parasitological Clearance Rates And Pharmacokinetics Of The Combination

Phase 3 trial terminated early - PFIZER An Open Label Trial to Investigate Macugen for the Preservation of Visual Functi

Phase 3 trial terminated early - ABBOTT Depakote Extended Release (ER) Versus Seroquel for Agitated Behaviors in Nursing

Phase 3 trial terminated early - Merck A Weight Maintenance Study in Obese Patients (0364-012)(TERMINATED)

Phase 3 trial terminated early - Merck Varicella Zoster Vaccine in Patients With Plaque Psoriasis Treated With Biologic

Phase 3 trial terminated early - Merck Study of GSK3359609 and Pembrolizumab in Programmed Death Receptor 1-ligand 1 (P

GAP INC search volume spiked +93 pts - unusual interest

DESCARTES SYSTEMS GROUP INC search volume spiked +100 pts - unusual interest

SOUTHERN CO search volume spiked +34 pts - unusual interest

Q3-2025: Missed consensus by 30.0% - EPS $0.07 vs $0.1 estimate

Q2-2025: Missed consensus by 13.4% - EPS $0.53 vs $0.612 estimate

Q2-2026: Missed consensus by 12.6% - EPS $1.02 vs $1.1676 estimate

Q2-2012: Missed consensus by 121.2% - EPS $-0.3 vs $1.414 estimate

Q2-2026: Beat consensus by 5.9% - EPS $1.56 vs $1.4736 estimate

S&P 500 MINI - speculators net long (+2.3σ vs 52w mean) - contrarian bear signal

Sanofi search volume spiked +35 pts - unusual interest

Q1-2026: EPS $0.08 vs $-0.0124 estimate, +0.09 on a near-zero consensus

Q4-2025: EPS $0.00 vs $0.0049 estimate, in line on a near-zero consensus

Q1-2019: EPS $0.064 vs $0.004 estimate, +0.06 on a near-zero consensus

OSINT: Lawson launches Japan's first POS pilot using JPYC stablecoin

EUR/USD - speculators net short (-2.2σ vs 52w mean) - contrarian bull signal

china_us_west shipping +7.1% - potential inflation signal

Financial conditions loosening: NFCI at -0.52, liquidity supportive