Under Operation Economic Outcast, we promised severe consequences for those providing financial lifelines to the Iranian regime. Today, we followed through on that promise with sanctions on companies that continue to support Mahan Air. Let this be a warning to anyone doing business with Iran’s remaining airlines, all of which we sanctioned today: You are at risk of being cut off from the global financial system.
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OpenAI is spurring an under-the-radar run in Softbank and other chip stocks https://www.cnbc.com/2026/09/08/openai-is-spurring-an-under-the-radar-run-in-softbank-and-other-chip-stocks.html?taid=6aa02d23ab199800014a72a5&utm_campaign=trueanthem&utm_content=main&utm_medium=social&utm_source=twitter
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NEW with @AlbertoNardelli
— European and US officials are resigned to Russia’s war in Ukraine continuing into next year, acknowledging the latest Witkoff-Kushner peace initiative made no headway with Putin
— Putin is intent on stepping up attacks on Ukraine through the winter, testing its resistance and the resolve of Kyiv’s allies, according to European officials familiar with the matter
— Putin showed no sign of softening his positions despite recent US signalling to Moscow that new ideas are needed to revive stalled peace talks, the officials said
— Russia’s plan for the next six months is to intensify strikes on Ukraine’s power and heating infrastructure to try to make life unbearable for civilians, and to step up hybrid attacks and political interference in Europe to try to undermine support for Kyiv, one of the people said
— Putin has bet that he can emerge next spring with a stronger hand while keeping Russia’s increasingly strained economy above water, the person said. Trilateral talks may resume after Russia’s State Duma elections but are unlikely to move the dial. Serious negotiations are unlikely until at least next year, said another person
— Putin used the Witkoff-Kushner visit to project strength domestically ahead of the Duma elections, one of the people said. He kept the US delegation waiting until evening before meeting them, leaving Witkoff and Kushner to have an hours-long lunch with Putin envoy Kirill Dmitriev at a Moscow restaurant, the person added
— Ukraine’s allies must respond by prioritising supplies of air-defence interceptors to help Kyiv defend itself, the people said. The UK and others began to do so today, committing to providing Ukraine with more Patriot missiles before winter
Goldman Sounds Food-Crisis Alarm: Hormuz, Black Sea, El Nino Risks Collide Into Perfect Storm https://www.zerohedge.com/commodities/goldman-sounds-food-crisis-alarm-hormuz-black-sea-el-nino-risks-collide-perfect-storm
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The CIA’s outpost in Riyadh, Saudi Arabia, for example, was effectively destroyed by an Iranian attack, per one US official & a former intelligence officer.
Although Pentagon officials have sought to downplay the impact, US military installations in Bahrain, Qatar, Saudi Arabia & Kuwait have all been struck by Iranian drones & missiles, & sources say the damage has been significant.
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$PONS revenue has almost DOUBLED since my last post btw
it has done $1.3M-$2M+ in DAILY revenue for most of the past week
and it hasn't had a SINGLE day below $1.1M in revenue over the last 7 days
let that sink in
but here's the part i think the market is massively underestimating:
THE BUYBACK
the $PONS buyback wallet now has almost $3M READY TO TWAP INTO $PONS
and it's being replenished from fees faster than it can currently be exhausted
this is an absolutely INSANE amount of organic buy pressure
and until now, it was difficult to track because the data wasn't readily available
so i suggested to @MEADGod that he put the buyback data directly on the analytics page
the man literally made it happen in minutes
what a chad! 🫡
you can now see the BUYBACK WALLET yourself on the Pons analytics page:
https://ponsfamily.com/analytics
100% of the fees you see there go towards $PONS buys/burns
and there are TWO other things here that i think the market is seriously sleeping on:
1. $PONS' ACTUAL MARKET CAP IS MUCH LOWER THAN THE FDV MAKES IT LOOK
price at the time of writing is $0.736
everyone looks at the $0.736 FDV price and thinks:
'$736M market cap'
WRONG!
~30% of the $PONS supply has ALREADY been bought and burned through fees since launch
which means the actual market cap at this price is closer to $515M
you're getting THE dominant launchpad on Robinhood chain at roughly a $515M actual market cap
think about that
2. PONS IS NOW CEMENTED AS THE LAUNCHPAD OF ROBINHOOD CHAIN
and it's not even close
the meme/stock meta has been THE biggest trend on Robinhood chain over the past week
so you'd naturally expect PONS' market share to get diluted
instead:
PONS MARKET SHARE HIT AN ATH OF 80% YESTERDAY!
it's been sitting around 75%-80% for most of the past week
AND:
Pons also hit an ATH of 28,560 TOKENS launched on the platform IN ONE DAY last week Saturday
27.6K new launches happened on the platform in the LAST 24 HOURS
even as Robinhood chain cools off slightly after its recent parabolic move
read that again
the chain cools off
PONS dominance goes to ATH
token launches go to ATH
revenue stays above $1.1M/day
buyback wallet approaches $3M and is being topped up at a much faster rate than it's getting depleted
and this is happening RIGHT as the market is finally waking up to the fact that Robinhood chain could be THE CHAIN OF THIS CYCLE
just before the bull run fully IGNITES
so what do you actually have here?
-> exploding Robinhood chain growth -> an increasingly dominant PONS -> $1M-$2M+ daily revenue -> $3M of buyback ammunition -> 30% of supply already burned -> no VC unlock overhang -> a cult-like early community
that is an absolutely ridiculous setup
and IMO the closest comparable is obviously $PUMP
and plenty of people already (and rightly, btw!) think PUMP is insanely undervalued by crypto standards
so i've been asking everyone who tells me:
'but why would i buy $PONS after it has already pumped so much?'
one simple question:
'if you were given another opportunity to buy $PUMP at a $500M market cap, would you?'
the answer is usually YES
except $PONS arguably has an even better setup
-> no VC unlocks -> no massive supply overhang -> an organic cult community that got in early and desperately wants the project to win -> and the first onchain PvE environment that is literally being fueled by the platform itself
and here's the funniest part:
while crypto twitter is obsessing over how many X $PONS has already done
my tradfi quant is telling me his tradfi network is starting to catch FOMO
they're not asking how many X it already did
they're waiting for an opportunity to SIZE INTO $PONS
that's the difference between chasing a pump
and recognizing a fundamental repricing
i genuinely think $PONS might be THE TRADE OF THE CYCLE
and my bet is simple:
dips continue getting aggressively bought
until $PONS is trading in the BILLIONS
where i believe it belongs
LOCK IN!
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Will be an interesting test to see if PAC-3s are actually delivered
Levels are critical due to the Iran War. Trump has basically said the US can't spare any. Pentagon OSD could hold it up. In short, the UK can pledge $100 bln, but the ball is really in the Pentagon's court
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Trump invokes Iran War at Steel Across America event honoring 9/11’s 25th anniversary—>
“We’re right now fighting because we have. we have a certain nation that wanted a nuclear weapon, and we're very close to getting it, and now they have no chance at getting it.”
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IRGC CLAIMS CAPTURE OF U.S. UNMANNED SUBMARINE
Iran’s Islamic Revolutionary Guard Corps (IRGC) Navy claims it captured a U.S. unmanned submarine near the entrance to the Strait of Hormuz.
The IRGC said the operation relied on intelligence and operational planning, describing the vessel as an advanced autonomous submarine that entered U.S. service in 2025.
Iran said the submarine remains in its possession and that images will be released later.
The claim has not been independently verified.
90·A+Long
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The Treasury Department is rolling out wide-ranging actions targeting Iran's aviation sector--sanctioning all 27 of the country’s airlines that had not been designated by the U.S. before today & dozens of entities accused of supporting Mahan Air. “Essentially, we're taking the entire aviation sector of the Iranian economy out of the market,” a Treasury official said.
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U.S. sanctions Iranian airlines in aim to tighten economic squeeze as war spreads, oil rises https://www.cnbc.com/2026/09/08/us-sanctions-iran-airlines-oil-economy-war.html?taid=6aa01e4d76f70400018e5571&utm_campaign=trueanthem&utm_content=main&utm_medium=social&utm_source=twitter
90·A+Long
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Stocks are under pressure Tuesday as oil prices rose to six-week highs, rising for a third straight day, after Iran and the U.S. exchanged strikes over the weekend.
$VVV 1 of the best coins / charts right now and is the clear leader in the crypto x AI sector. It's taken that mantle from TAO and should continue. Expecting to see some sort of slight pullback near the highs but overall, still expect it to break that level eventually https://t.co/pY3VPwiNcy
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UK announces new Israeli settlement sanctions, despite U.S. warning of economic consequences https://www.cnbc.com/2026/09/08/uk-israel-sanctions-miliband-florida-trump.html?taid=6aa018a7298afe0001c62c2c&utm_campaign=trueanthem&utm_content=main&utm_medium=social&utm_source=twitter
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Native USDC on Injective is now live on @krakenfx.
Users can deposit and withdraw $USDC directly between Kraken and Injective, providing unmatched stablecoin access into Injective’s onchain markets and regulated RWAs. https://t.co/9orht2nHXX
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August Yielded a Record Month in RWA Perp Volume
Cash markets do not share a clock and RWA perps don’t wait for them to agree. August was another record month against the previous report’s published July baseline. The tracked RWA perp market generated $751.9 billion in RWA perp volume, versus $708.3 billion in July, a 6.2% increase. The market also handled a wider range of situations. Memory equities reversed after a long run higher. Seoul paused program trading during a sharp selloff. Moderna doubled after a clinical readout. Different markets, different schedules, one place to keep trading. The month was larger AND broader: more assets, more types of event, and more reasons to trade around the clock. Yet, still a lot of market left to build. Memory Equities Traded in Both Directions July was a one-way memory trade. August brought the other side of it. The tracked memory complex — SNDK, SKHYNIX, SKHY, MU, SNXX, DRAM, and SAMSUNG — generated $327.4 billion, or 43.5% of August volume. Four of the ten most-traded assets came from the group: SNDK ranked first, SKHYNIX third, MU sixth, and SKHY tenth.
On August 4, the memory trade moved higher. SanDisk rose 8%, Micron 6%, and SK hynix 4% after the companies advanced the first Open Compute Project HBF specification. On August 18, it moved lower: Micron fell 5%, SanDisk 6%, Western Digital 7%, and SK hynix 6% as Treasury yields moved higher and investors repriced the trade. The same group drove both the rally and the selloff and kept trading through both. Korea Sold Off; Perps Kept Trading Korean exposure was not a side story. SKHYNIX ranked third, KORU ninth, and SKHY tenth. Together, they generated $117.1 billion, or 15.6% of August volume. On August 19, the KOSPI fell nearly 6% and a Korea selloff triggered a five-minute sell-side sidecar for program trading. After the close, SK hynix announced a 40 trillion won buyback plan, and the KOSPI recovered almost all of the previous session’s loss the next day. MRNA Perps Listed in Hours. Depth Did Not. On August 19, Moderna and Merck reported positive Phase 3 results for their personalised mRNA cancer vaccine in melanoma. Moderna’s stock rose 176.97% in the session. Very few venues had an MRNA market live before the result; TrueCurrent was one. A few more markets followed shortly after the news broke, including TradeXYZ. From its August 19 listing through month-end, MRNA generated $571.6 million and ranked 69th by volume. Its first two sessions produced $213.5 million combined, representing close to 40% of its total monthly volume. The point is access to the event, not the total volume. Traders already have venues for recurring events around the MAG7 and large technology and AI companies, especially earnings. MRNA showed how that can extend to a smaller public company when a one-off clinical result drives attention. With the right risk, and market-data systems, an exchange can make the event tradable quickly, while the news is still relevant and driving volatility. The 24/7 Reference-Price Problem August brought a market-structure question into focus: who produces a usable price when traditional market infrastructure is closed, paused, or has not opened yet? Douro Labs and the Hyperliquid Policy Center brought that question into the SEC’s market-structure process, arguing that the SEC should recognize qualifying independent reference prices for onchain markets where the SIP-derived NBBO is unavailable or does not reflect onchain conditions. The standard they describe rests on direct contributors, a published methodology, transparent publishers, and checks against traditional market data. A separate SEC comment from the Hyperliquid Policy Center and trade[XYZ] used IPOPs — cash-settled pre-IPO perpetuals with no shares, voting rights, or claim on the issuer — as an example of price discovery before a public listing. The CFTC comment process raises a related question for 24/7 futures and perpetuals in energy markets, where the underlying can keep moving after U.S. futures close. All point to the same shift: perps are bringing questions of data provenance, instrument classification and market access into policy discussions. That is directly relevant to RWA markets. These issues are directly relevant to Pyth, whose data infrastructure is used across much of the tracked volume. August in Numbers August closed at $751.9 billion in tracked volume, a 6.2% increase from the previous month.
Asset Class Ranking The market is very much still equity-led with $487.3 billion or 64.8% of the total volume. Commodities followed at $152.3 billion (20.3%), then indices at $103.9 billion (13.8%) and FX at $8.3 billion (1.1%).
Venue Ranking August showcased a reshuffle behind Binance which is head and shoulders above the rest and still growing ($385.6 billion to $437.4 billion). OKX took the 2nd spot as it held its volume above $100 billion and moved from third to second, while Hyperliquid dropped sharply from July’s second-place position to $84.6 billion in August. The RWA perp volume remained top-five concentrated with over 95% of it being traded on Binance, OKX, Hyperliquid, Bitget, and Bybit.
Market-Data Provider Ranking On the data provider and infrastructure front, Pyth remained the undisputed leader with over $715 billion in RWA perp volume secured, representing 96.27% of the total tracked RWA perp volume. One extra percentage point compared to July further solidifying Pyth Pro and Indices as the products powering 24/7 tradfi markets.
Methodology and Sources All volume, listing and provider figures are drawn from Refraction Research and the RWA Markets dashboard, built by @zinnresearch. Volume is notional traded volume across tracked perpetual venues. Volume priced per market data provider attributes each venue-symbol pair to its stated pricing source, weighted by volume. Pairs without a confirmed source are recorded as unverified.
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There is now a 59% chance that Anthropic goes public at a valuation of more than $1.75 Trillion to make it the biggest IPO of the year https://t.co/M1ywd7jyRp
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Between this and the “Cabinet Planning Forum” he’s scheduled this week, Carney is bracing for a long fight.
Canadian retaliatory tariffs kicked in today. I’m told they see a low chance of any deal before the midterms. Trump is silent so far on any response.
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U.S. Waging ‘Greatest Economic Isolation Operation in History’ Against Iran — ‘Strangling’ Economy to Force Change