Neptune Surge

The Rip Current

Weekly Intelligence Briefing

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Issue #22 — September 3, 2026

Stocks in Fear, Crypto in Greed — BTC surges to $81k on Sep 3.

U.S. equities remain cautious (CNN F&G ~33–35), while crypto sentiment has shifted into Greed (Alternative.me ~63–65). BTC moved from ~$77.3k–$78k morning to ~$81k later (+~5%). Spot BTC ETFs flipped to +$101M inflow on Sep 2. Hyperscaler AI capex guidance exceeds $710B for 2026. EU AI Act partial enforcement began Aug 2.

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