Geopolitical Overhang, Equity Divergence, and DeFi Unwind: Macro Telemetry Brief

Institutional capital faces a fragmented regime: Israeli political instability, a JPMorgan upgrade in AI-linked storage, and neutral stablecoin telemetry with fresh UNI distribution pressure.

Macro Market Intelligence Briefing: AI-Driven Liquidity Divergence & Bitcoin BIP-110 Risk

AI infrastructure demand is reshaping global capital allocation, while Bitcoin's BIP-110 fork deadline looms with near-zero miner support, creating a bifurcated risk landscape. Stablecoin flows remain neutral, suggesting institutional caution amid macro uncertainty.