Issue #27: Cheaper, everywhere — Claude Haiku 5.5’s price cut and GPT-6 for every ChatGPT user, OpenAI’s math release (and its first withdrawals), two labs opening cyber capability to vetted defenders, and the CFTC proposing new rules for crypto exchanges CURRENT
October 8, 2026
Claude Haiku 5.5 up to 90% cheaper (~75% avg, per Anthropic); GPT-6 for every ChatGPT tier; OpenAI math release and first 3 withdrawals; Mistral Large 4 + Anthropic CVP tiers for vetted cyber defenders. Crypto F&G 64 Greed; BTC ETFs Oct 1–7 ≈ –$163M; CFTC Regulation CTX / CAM ANPRM.
Issue #26: Gemini 4 Argon gated cyber release, a mid-week model cost cluster, FTC product-risk probe, and SEC Innovation Exemption on the Federal Register
October 1, 2026
Gemini 4 Argon gated cyber release (Fairwind, 1M out, intro $2/$10); GPT-6.1 Sol / dots / Sonnet 5.5; FTC product-risk probe. Crypto F&G 74 Greed; BTC ETFs Sep 24–30 ≈ +$274M. Clarity failed 49–50 (11 short); SEC Innovation Exemption on Federal Register through 2031.
Issue #25: ETF flood, OpenAI agent breach, frontier model drops, and a still-Fear equity tape
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 49–50 (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