Issue #25: ETF flood, OpenAI agent breach, frontier model drops, and a still-Fear equity tape CURRENT
September 24, 2026
Crypto F&G flips to 71 Greed; BTC ETFs ~+$2.65B (Sep 17–23). OpenAI agent AU Medicare portal breach; Opus 5.5 / Grok 4.7 / GPT-6 Sol & Luna. Clarity failed 50–49 (11 short); SEC Innovation Exemption. Equity F&G ~35 Fear; BTC mid-$80ks.
Issue #24: Hawkish Fed, stalled Clarity, and a split tape
September 17, 2026
Fed hike to 3.75%–4.00%; Clarity cloture fails 49–50. Equity F&G ~27–30 Fear; crypto F&G 50 Neutral. BTC ~$76k after –$450.4M / –$295.9M BTC ETF outflows Sep 15–16. Brent ~$103–$105.
Issue #23: Greed Fade in Crypto — BTC drops from $82k to $77k as ETF inflows reverse
September 10, 2026
Issue #22: Stocks in Fear, Crypto in Greed — BTC surges to $81k on Sep 3
September 3, 2026
Issue #20: AI Capex Surge and Regulatory Crosscurrents
August 13, 2026
Issue #19: Institutional Accumulation and ETF Rotation
July 30, 2026
Issue #16: Mid-Year Regulatory and Market Review
July 9, 2026
Issue #15: AI Act Enforcement Timeline and ETF Flows
July 2, 2026
Issue #14: Hyperscaler Capex and Geopolitical Risk
June 26, 2026
Issue #13: From Capitulation to Recovery
June 18, 2026
Issue #12: Institutional Signals and Supply Chain
June 11, 2026
Issue #11: Weekly Intelligence Briefing
June 4, 2026
Issue #10: Weekly Intelligence Briefing
May 28, 2026
Issue #9: Weekly Intelligence Briefing
May 21, 2026
Issue #8: Weekly Intelligence Briefing
May 14, 2026
Issue #7: Weekly Intelligence Briefing
July 30, 2026
Issue #6: Weekly Intelligence Briefing
July 30, 2026
Issue #5: Weekly Intelligence Briefing
July 30, 2026
Issue #4: Weekly Intelligence Briefing
April 16, 2026
Issue #3: Weekly Intelligence Briefing
April 10, 2026
Issue #2: Weekly Intelligence Briefing
April 3, 2026
Issue #1: Weekly Intelligence Briefing
April 3, 2026