2026-08-05

Platinum volume spike - 5.6× the 20-day average (44 vs 7 avg)

Cotton volume spike - 1037.0× the 20-day average (27,740 vs 26 avg)

Soybeans volume spike - 4.1× the 20-day average (106,807 vs 26,360 avg)

OSINT: Chinese investors surge into gold ETFs, 14-day inflow streak

Gold +5.60%: significant gain on the session

OSINT: UAV Collision Near Leipzig Raises Safety Concerns for Cargo Flights

Gold +4.18%: significant gain on the session

Polymarket order flow on "Strait of Hormuz traffic returns to normal by August 31?": $10,954 in orders from 13 wallets absorbed at the 83% level, consistent with hidden resting size on this prediction

OSINT: Russia reports sharp economic slowdown in latest data

Gold +3.34%: significant gain on the session

Polymarket order flow on "Strait of Hormuz traffic returns to normal by August 31?": 5-level bid ladder, ~1.0pp spacing ($17,472 resting), consistent with programmatic order placement on this predicti

OSINT: US and Iran Near Deal to Reopen Strait of Hormuz

OSINT: New Heat Dissipation Path Unveiled for Ultra-Fast Laser Systems

Oil -6.57%: significant decline on the session

OSINT: Houthis claim missile strike on Saudi tanker Daisy in Gulf of Aden

Oil -1.10%: significant decline on the session

OSINT: Western Oil Giants Project $44B Q2 2026 Earnings, 3rd-Largest on Record

OSINT: Dollar Forecast Shows Heightened Volatility in August 2026

OSINT: RAF August 2026 Fleet Update Shows Increased Tanker and ISR Assets

OSINT: Russia's Zakharova Blames Macron for Alleged Terrorist Call

OSINT: Putin-Macron Talk Delayed, Analyst Cites Strategic Pause

OSINT: Direct Minsk-Moscow-Karachi Rail Link Set to Boost Eurasian Trade

OSINT: Swiss Campaign Targets Russia with Anti-RF Propaganda

OSINT: US 2026 Sanctions on Russia Ripple Through EU Markets

Gold rose 5.2% vs prior close ($4,095.40 → $4,307.30)

NATURAL GAS: speculators net long 258,574 contracts, 64.40% of open interest (+2.2σ vs 3y mean), crowded long positioning

Prediction market repriced: "Will Grêmio FBPA win on 2026-08-05?" moved +23pp in 24h to 70%

Prediction market repriced: "Will Cruzeiro EC win on 2026-08-05?" moved +24pp in 24h to 96%

Prediction market repriced: "Will CA Boca Juniors win on 2026-08-05?" moved +40pp in 24h to 85%

Polymarket order flow on "Will the Fed decrease interest rates by 25 bps after the Sep": 5-level bid ladder, ~0.1pp spacing ($19,941 resting), consistent with programmatic order placement on this pred

Polymarket order flow on "Will the Fed decrease interest rates by 50+ bps after the Se": 5-level bid ladder, ~0.1pp spacing ($16,079 resting), consistent with programmatic order placement on this pred

Polymarket order flow on "Will the Fed increase interest rates by 25 bps after the Sep": $12,197 in orders from 21 wallets absorbed at the 54% level, consistent with hidden resting size on this predic

Prediction market repriced: "Will Francesca Hong win the Wisconsin Democratic Governor primary by at least 30%?" moved -34pp in 24h to 13%

Prediction market repriced: "Will Paris Saint-Germain win on 2026-08-05?" moved -34pp in 24h to 22%

Prediction market repriced: "Will RCD Mallorca win on 2026-08-05?" moved +32pp in 24h to 56%

Prediction market repriced: "Will Arsenal FC win on 2026-08-05?" moved -46pp in 24h to 14%

Prediction market repriced: "Will the next Google Gemini Pro model be released by August 14, 2026?" moved -24pp in 24h to 48%

Prediction market repriced: "Iran charges Hormuz fees by October 31?" moved -32pp in 24h to 36%

Prediction market repriced: "Will SK Brann win on 2026-08-05?" moved -33pp in 24h to 26%

Prediction market repriced: "Will IShowSpeed attend Cristiano Ronaldo's wedding?" moved -36pp in 24h to 8%

Prediction market repriced: "Will JD Vance visit Ukraine by December 31, 2026?" moved +36pp in 24h to 41%

Prediction market repriced: "Will Chelsea FC win on 2026-08-05?" moved -20pp in 24h to 26%

Prediction market repriced: "Will Inter Milano win on 2026-08-05?" moved +34pp in 24h to 74%

Prediction market repriced: "Israel agrees to Board of Peace Gaza plan by August 7?" moved -22pp in 24h to 3%

Prediction market repriced: "US-Iran Hormuz Agreement by August 15?" moved +31pp in 24h to 61%

Polymarket order flow on "US announces end of Iranian blockade by August 7, 2026?": $10,321 in orders from 12 wallets absorbed at the 50% level, consistent with hidden resting size on this prediction

Prediction market repriced: "Will Cleitinho Azevedo win the 2026 Minas Gerais gubernatorial election?" moved +24pp in 24h to 25%

OSINT: US and Iran Near Deal to Reopen Strait of Hormuz

OSINT: US and Iran Near Deal to Reopen Strait of Hormuz

Polymarket order flow on "Will the U.S. invade Iran before 2027?": 6-level ask ladder, ~1.0pp spacing ($57,923 resting), consistent with programmatic order placement on this prediction market

Prediction market repriced: "Will Millonarios FC win on 2026-08-04?" moved +23pp in 24h to 86%

Prediction market repriced: "Will Santos FC win on 2026-08-04?" moved +26pp in 24h to 65%

OSINT: SpaceX partners with Nvidia on AI satellite payload

OSINT: Houthis claim missile strike on Saudi tanker Daisy in Gulf of Aden

OSINT: Houthis claim missile strike on Saudi tanker Daisy in Gulf of Aden

OSINT: Agroindustrial Exports to EU Surge in H1 2024

OSINT: Western Oil Giants Project $44B Q2 2026 Earnings, 3rd-Largest on Record

OSINT: China sanctions US firms, tightens drone export controls

OSINT: Russia's Zakharova Blames Macron for Alleged Terrorist Call

OSINT: RAF August 2026 Fleet Update Shows Increased Tanker and ISR Assets

OSINT: RAF August 2026 Fleet Update Shows Increased Tanker and ISR Assets

Polymarket order flow on "Israel x Iran ceasefire continues through August 15?": 4-level ask ladder, ~1.0pp spacing ($118,102 resting), consistent with programmatic order placement on this prediction

OSINT: US 2026 Sanctions on Russia Ripple Through EU Markets

OSINT: Swiss Campaign Targets Russia with Anti-RF Propaganda

OSINT: Putin-Macron Talk Delayed, Analyst Cites Strategic Pause

OSINT: Direct Minsk-Moscow-Karachi Rail Link Set to Boost Eurasian Trade

Polymarket order flow on "Israel x Iran ceasefire continues through August 9?": 4-level ask ladder, ~1.0pp spacing ($71,141 resting), consistent with programmatic order placement on this prediction ma

Polymarket order flow on "Will there be no change in Fed interest rates after the Sept": 4-level bid ladder, ~1.0pp spacing ($185,552 resting), consistent with programmatic order placement on this pre

Polymarket order flow on "Will there be no change in Fed interest rates after the Sept": $21,472 in orders from 8 wallets absorbed at the 52% level, consistent with hidden resting size on this predict

Polymarket order flow on "Will the U.S. invade Iran before 2027?": $35,427 in orders from 5 wallets absorbed at the 85% level, consistent with hidden resting size on this prediction market

Polymarket order flow on "Clarity Act (H.R.3633) signed into law in 2026?": $13,427 in orders from 9 wallets absorbed at the 84% level, consistent with hidden resting size on this prediction market

BITCOIN: speculators net long 3,904 contracts, 19.50% of open interest (+2.9σ vs 3y mean), crowded long positioning

Prediction market repriced: "Ethereum Up or Down on August 5?" moved +23pp in 24h to 73%

Prediction market repriced: "Will the price of Ethereum be above $1,900 on August 5?" moved -23pp in 24h to 3%

Prediction market repriced: "Will Arc launch a token by December 31 2026?" moved +20pp in 24h to 48%

Prediction market repriced: "Will the price of Bitcoin be above $64,000 on August 5?" moved +26pp in 24h to 70%

OSINT: Tokenized Stock Market Cap Surges 400% in One Year

OSINT: Figma and Block post strong earnings, beating revenue and EPS estimates

OSINT: Dollar Forecast Shows Heightened Volatility in August 2026

OSINT: Bank of America predicts three Fed rate hikes this year

OSINT: Trump Discloses $1.4B Crypto Income, Sparking Scandal Debate

OSINT: Sen. Cynthia Lummis pushes bipartisan Clarity Act for crypto regulation

OSINT: Swiss Campaign Targets Russia with Anti-RF Propaganda

Debt issued with acquisition financing named as the use of proceeds

Debt issued with acquisition financing named as the use of proceeds

OSINT: SpaceX partners with Nvidia on AI satellite payload

OSINT: US Job Openings Fall to 7.36M in June, Lowest Since March

OSINT: South African court reinstates PIC CEO, overturns suspension

Greenfire Resources Ltd. search volume spiked +100 pts, unusual interest

OSINT: Fed Governor Lisa Cook signals readiness to hike rates if inflation stays high

OSINT: Figma and Block post strong earnings, beating revenue and EPS estimates

OSINT: Bank of America predicts three Fed rate hikes this year

OSINT: Iranian Student Interest in Russia Surges 33%

OSINT: China sanctions US firms, tightens drone export controls

OSINT: US 2026 Sanctions on Russia Ripple Through EU Markets

AVAX ONE TECHNOLOGY LTD. 8-K references BTC treasury activity · filed 2026-08-05

POWERCOMPUTE, INC. 8-K references 307 BTC treasury activity · filed 2026-08-05

Q2-2026: Beat consensus by 13.4%, EPS $0.52 vs $0.4584 estimate

Q2-2026: Missed consensus by 11.5%, EPS $0.18 vs $0.2033 estimate

Q2-2026: Beat consensus by 42.9%, EPS $6.35 vs $4.4449 estimate

Q2-2026: Beat consensus by 22.0%, EPS $0.49 vs $0.4017 estimate

Q2-2026: Beat consensus by 10.5%, EPS $0.68 vs $0.6154 estimate

Q2-2026: Beat consensus by 65.9%, EPS $-0.29 vs $-0.8513 estimate

Q2-2026: Missed consensus by 209.4%, EPS $-0.21 vs $0.1919 estimate

Q2-2026: Beat consensus by 32.3%, EPS $-0.13 vs $-0.1919 estimate

Q2-2026: Beat consensus by 9.4%, EPS $1.24 vs $1.1331 estimate

Q2-2026: Missed consensus by 60.9%, EPS $-0.37 vs $-0.2299 estimate

Q2-2026: Beat consensus by 51.5%, EPS $0.17 vs $0.1122 estimate

Q2-2026: Beat consensus by 17.8%, EPS $0.77 vs $0.6535 estimate

Q4-2026: Beat consensus by 7.0%, EPS $3.56 vs $3.3281 estimate

Q2-2026: Beat consensus by 12.2%, EPS $0.17 vs $0.1515 estimate

Q3-2026: Beat consensus by 12.3%, EPS $0.57 vs $0.5075 estimate

Q2-2026: Missed consensus by 19.9%, EPS $0.70 vs $0.8738 estimate

Q2-2026: Beat consensus by 29.7%, EPS $0.19 vs $0.1465 estimate

Q1-2027: Beat consensus by 155.1%, EPS $0.17 vs $-0.3086 estimate

Q2-2026: Beat consensus by 8.5%, EPS $-0.14 vs $-0.153 estimate

Q2-2026: Missed consensus by 79.3%, EPS $0.04 vs $0.1929 estimate

Q2-2026: Beat consensus by 24.7%, EPS $-0.70 vs $-0.9294 estimate

Q2-2026: Missed consensus by 25.6%, EPS $1.51 vs $2.0285 estimate

Q2-2026: Missed consensus by 8.9%, EPS $0.76 vs $0.8342 estimate

Q2-2026: Beat consensus by 983.9%, EPS $0.67 vs $-0.0758 estimate

Q2-2026: Missed consensus by 73.5%, EPS $-1.04 vs $-0.5993 estimate

Q2-2026: Missed consensus by 42.2%, EPS $0.07 vs $0.1212 estimate

Q2-2026: Beat consensus by 24.4%, EPS $1.92 vs $1.5431 estimate

Q2-2026: Missed consensus by 5.5%, EPS $0.19 vs $0.2011 estimate

Q2-2026: Missed consensus by 116.0%, EPS $-0.07 vs $0.4386 estimate

Q2-2026: Beat consensus by 8.3%, EPS $0.59 vs $0.5448 estimate

Q2-2026: Beat consensus by 82.9%, EPS $1.30 vs $0.7106 estimate

Q2-2026: Beat consensus by 29.7%, EPS $0.70 vs $0.5398 estimate

Q2-2026: Beat consensus by 40.8%, EPS $1.17 vs $0.8309 estimate

Q2-2026: Beat consensus by 35.7%, EPS $1.75 vs $1.2896 estimate

Q2-2026: Missed consensus by 161.5%, EPS $-0.37 vs $-0.1415 estimate

Q2-2026: Beat consensus by 13.8%, EPS $0.88 vs $0.7732 estimate

Q1-2027: Beat consensus by 32.4%, EPS $0.51 vs $0.3851 estimate

Q2-2026: Beat consensus by 13.7%, EPS $0.69 vs $0.6066 estimate

Q2-2026: Missed consensus by 47.0%, EPS $0.23 vs $0.4343 estimate

Q2-2026: Beat consensus by 64.8%, EPS $0.34 vs $0.2063 estimate

Q2-2026: Missed consensus by 9.0%, EPS $0.43 vs $0.4727 estimate

Q2-2026: Beat consensus by 11.5%, EPS $1.95 vs $1.7493 estimate

Q2-2026: Missed consensus by 112.8%, EPS $-0.0087 vs $0.0678 estimate

Q2-2026: Beat consensus by 22.1%, EPS $-0.27 vs $-0.3468 estimate

Q2-2026: Beat consensus by 5.9%, EPS $1.69 vs $1.5957 estimate

Q2-2026: Beat consensus by 13.8%, EPS $1.27 vs $1.1161 estimate

Q2-2026: Beat consensus by 10.1%, EPS $1.76 vs $1.5983 estimate

Q2-2026: Beat consensus by 33.7%, EPS $0.43 vs $0.3217 estimate

Q2-2026: Beat consensus by 107.9%, EPS $0.21 vs $0.101 estimate

Q2-2026: Beat consensus by 27.2%, EPS $4.24 vs $3.3328 estimate

Q2-2026: Missed consensus by 28.5%, EPS $-1.52 vs $-1.1825 estimate

Q2-2026: Beat consensus by 116.4%, EPS $0.92 vs $0.4252 estimate

Q2-2026: Beat consensus by 25.2%, EPS $9.41 vs $7.5136 estimate

Q2-2026: Beat consensus by 161.4%, EPS $0.36 vs $0.1377 estimate

Q2-2026: Missed consensus by 43.8%, EPS $-1.54 vs $-1.071 estimate

Q2-2026: Missed consensus by 19.0%, EPS $0.88 vs $1.0859 estimate

Q2-2026: Beat consensus by 6.5%, EPS $0.86 vs $0.8074 estimate

Q2-2026: Missed consensus by 7.3%, EPS $0.35 vs $0.3774 estimate

Q4-2026: Beat consensus by 11.7%, EPS $1.84 vs $1.6474 estimate

Q2-2026: Beat consensus by 10.6%, EPS $0.73 vs $0.6603 estimate

Q2-2026: Beat consensus by 24.0%, EPS $3.93 vs $3.1692 estimate

Q2-2026: Beat consensus by 70.8%, EPS $1.38 vs $0.808 estimate

Q2-2026: Beat consensus by 271.8%, EPS $0.66 vs $-0.3842 estimate

Q2-2026: Beat consensus by 17.0%, EPS $0.53 vs $0.4528 estimate

Q4-2026: Beat consensus by 16.6%, EPS $2.12 vs $1.818 estimate

Q2-2026: Missed consensus by 33.6%, EPS $0.40 vs $0.6024 estimate

Q1-2027: Beat consensus by 17.2%, EPS $2.52 vs $2.1493 estimate

Q2-2026: Missed consensus by 32.0%, EPS $0.77 vs $1.1326 estimate

Q4-2026: Beat consensus by 27.2%, EPS $2.96 vs $2.3277 estimate

Q2-2026: Beat consensus by 131.6%, EPS $0.46 vs $0.1986 estimate

Q2-2026: Beat consensus by 15.7%, EPS $-0.26 vs $-0.3085 estimate

Q2-2026: Beat consensus by 45.9%, EPS $0.56 vs $0.3838 estimate

Q2-2026: Beat consensus by 50.0%, EPS $0.58 vs $0.3867 estimate

Q2-2026: Beat consensus by 19.0%, EPS $1.27 vs $1.0676 estimate

Q2-2026: Beat consensus by 26.5%, EPS $-0.06 vs $-0.0816 estimate

Q4-2026: Beat consensus by 11.1%, EPS $0.41 vs $0.3691 estimate

Q2-2026: Beat consensus by 150.7%, EPS $0.14 vs $-0.2764 estimate

Q2-2026: Beat consensus by 150.2%, EPS $0.35 vs $-0.6969 estimate

Q2-2026: Beat consensus by 21.2%, EPS $1.27 vs $1.0479 estimate

Q3-2026: Beat consensus by 95.0%, EPS $-0.02 vs $-0.4016 estimate

Q2-2026: Missed consensus by 75.3%, EPS $-0.76 vs $-0.4335 estimate

Q2-2026: Missed consensus by 76.9%, EPS $0.208 vs $0.9016 estimate

Q2-2026: Missed consensus by 15.2%, EPS $0.15 vs $0.1768 estimate

Q2-2026: Beat consensus by 8.3%, EPS $1.05 vs $0.9697 estimate

Q2-2026: Missed consensus by 28.6%, EPS $-0.15 vs $-0.1166 estimate

Q2-2026: Beat consensus by 11.6%, EPS $1.57 vs $1.4065 estimate

Q2-2026: Beat consensus by 19.0%, EPS $0.24 vs $0.2016 estimate

Q1-2027: Beat consensus by 5.4%, EPS $0.58 vs $0.5504 estimate

OSINT: US and Iran Near Deal to Reopen Strait of Hormuz

OSINT: South African court reinstates PIC CEO, overturns suspension

OSINT: US Job Openings Fall to 7.36M in June, Lowest Since March

OSINT: Fed Governor Lisa Cook signals readiness to hike rates if inflation stays high

OSINT: Western Oil Giants Project $44B Q2 2026 Earnings, 3rd-Largest on Record

OSINT: Agroindustrial Exports to EU Surge in H1 2024

OSINT: Russia's Zakharova Blames Macron for Alleged Terrorist Call

OSINT: Bank of America predicts three Fed rate hikes this year

OSINT: China sanctions US firms, tightens drone export controls

OSINT: Dollar Forecast Shows Heightened Volatility in August 2026

OSINT: Iranian Student Interest in Russia Surges 33%

OSINT: Direct Minsk-Moscow-Karachi Rail Link Set to Boost Eurasian Trade

OSINT: US 2026 Sanctions on Russia Ripple Through EU Markets

OSINT: Putin-Macron Talk Delayed, Analyst Cites Strategic Pause

OSINT: Swiss Campaign Targets Russia with Anti-RF Propaganda