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Stacker_Stocks

Meat inflation cooling sharply.. fruits & veges freshening

We Estimate Based on Reported Vessel Counts that Average Daily Flows Through the Strait of Hormuz Are Down 96% From Their Normal Levels (4-Day Moving Average)

![](https://m.stacker.news/134762)

GS Oil Tracker: Hormuz Tracker: Still Low Persian Gulf Exports

Options markets show the most bullish positioning on the US dollar since 2022.

sparking fears of wider contagion risk in the auto loan sector.


![](https://m.stacker.news/133935)


https://x.com/FinanceLancelot/status/2031423367845126292?s=20

Shares of Canadian subprime lender Goeasy $GSY fall 50% today

Banks up, software down

![](https://m.stacker.news/133826)


https://x.com/KobeissiLetter/status/2031215924515058173?s=20

US oil prices surge nearly +10% in 2 hours and rise back above $91/barrel.

Brent crude +73% YTD

$4 at the pump coming our way unless something changes... 

+83% from the December low.


![](https://m.stacker.news/133595)

RBOB gasoline futures $3.12... highest since July 2022..

But a 2.9% dividend yield, massive FCF yield, and a nice buyback yield

![](https://m.stacker.news/133557)

Energy is just 3.5% of the S&P 500 JPMAM

$90 oil... saving grace? Much lower energy intensity these days... JPMAM

BofA Advisor Survey: Equity allocation now at the highest since 2021

Energy Services up the most, Airlines down the most $OIH $JETS


![](https://m.stacker.news/133367)

GS: Industry group rotations alongside historical oil price spikes

We expect headline and core CPI to increase by 0.27% m/m (2.4% y/y) and 0.26% m/m (2.5% y/y), respectively

Rising oil prices pose a risk in the months ahead


![](https://m.stacker.news/133192)

BofA: February CPI should show inflation remains relatively contained.

$SPY -1.2%
$IWM -2.6%
$VEU -2.8%
$AGG -0.3%
$GLD -1.3%
$IBIT -3.1%


![](https://m.stacker.news/133181)

Oil +5%, but 'sell everything' besides that.. $XOP hangin on to a solid gain

$VIX climbs toward 25

+42.7% on the 6-year stack


![](https://m.stacker.news/132900)

Supermarket inflation 3.2% YoY MTD Feb BofA Nielsen data

Futures a little lower, but not collapsing yet

$NVDA holding its rising 200dma.. but also stuck in a range... can tech lead a market comeback?

![](https://m.stacker.news/132890)

$NVDA holding its rising 200dma..

Jamie Dimon in 2017: "Bitcoin is a fraud... worse than tulip bulbs. It won't end well. Someone is going to get killed."

Today in 2026: JPMorgan accepting Bitcoin as collateral, accepting it as proof of funds, spot trading, and Dimon himself saying "Bitcoin is real. It will be used by all of us."

From "fraud" to full institutional rails.

The pivot of the decade happening now.

- JPMorgan Chase explores Bitcoin and crypto trading for institutional investors, accepts BTC and ETH as collateral via ETFs with planned expansion to spot trading, and Jamie Dimon admitted that Bitcoin is real and that he was wrong before.

- Bank of America releases more than 15,000 wealth advisors to recommend allocations in Bitcoin ETFs (typically 1-4%) with coverage from products such as BlackRock, Fidelity, Grayscale, and Bitwise. CEO commenting on the potential inflow of $6 trillion to stablecoins if the Clarity Act passes with initial content; if this happens, what percentage will go to spot BTC?

- Wells Fargo offers Bitcoin-backed loans to institutional clients with access to ETFs and credit against BTC as collateral.


- Goldman Sachs reveals a position of approximately $1.1-$1.6 billion in Bitcoin ETFs via filings, and CEO David Solomon confirmed he has a small personal position in BTC.

- Citigroup launches institutional Bitcoin custody infrastructure with institutional-grade wallet and key management to integrate BTC into trading later this year.

- Morgan Stanley builds in-house Bitcoin custody and trading, yield products, lending, digital wallet, proprietary ETF plans for BTC/SOL/ETH, early access to wealth accounts, and E*Trade direct spot trading.

- PNC Bank rolls direct Bitcoin spot trading to private banking via Coinbase infrastructure with integrated custody.

- US Bank resumes and expands institutional Bitcoin custody with ETF offerings through partnerships.

- Charles Schwab plans Bitcoin and Ethereum spot trading in the first half of 2026 on self-directed platforms.

- Standard Chartered launches dedicated prime brokerage accounts for institutional-focused Bitcoin trading. UBS offers Bitcoin trading to select private banking clients in the US and globally.



- BNY Mellon has provided active custody of Bitcoin and Ethereum for years to select clients with tokenized deposits and on-chain safekeeping.

- State Street plans regulated digital custody by 2026 with tokenization services including tokenized funds in partnerships like Solana.

- SoFi Bank becomes the first chartered bank in the US to offer direct trading of digital assets including Bitcoin from client accounts.

- BlackRock dominates billion-dollar inflows into ETFs with IBIT as the absolute monster and BUIDL tokenized Treasury expanding into DeFi.

- Fidelity has maintained custody since 2018 with strong ETFs and recommends direct allocations for clients. In addition to direct involvement in BTC mining.

- Vanguard evaluates the inclusion of Bitcoin ETFs in 401k plans and recommends moderate allocations for diversification.

- Anchorage Digital acts as the first federal crypto bank with safekeeping, settlement, staking, and governance for institutions. Jane Street, the villainous AP for major Bitcoin ETFs (such as BlackRock's IBIT), facilitates creations/redemptions and accumulates positions in MicroStrategy as a leveraged proxy for BTC.



The biggest players on the planet, with trillions under management, are building complete rails for Bitcoin to become collateral, yield, trading, and the standard reserve. From "fraud" to mainstream in less than a decade.

Remember, Bitcoin is a digital-native asset and extremely transparent; we'll easily see who's swimming without a swimsuit via on-chain data.

The Surrender of the Giants: Bitcoin is Now Financial Infrastructure

Strategy is now the most "shorted" stock among the largest market capitalizations on the American stock exchange.

With the fall in Bitcoin, $MSTR has already accumulated a drop of almost 80% from its all-time high.

Could this be the biggest potential "short squeeze" in the market?

![](https://m.stacker.news/131995)

They are hunting the Saylor.

The court-appointed administrator responsible for the liquidation of Terraform (formerly TERRA-LUNA, which went bankrupt) sued Jane Street for alleged insider trading.

Apparently, the quantitative trading firm was the main catalyst for the depegging of UST, Terra's former stablecoin, which subsequently affected several companies and protocols.

This wave of bankruptcies culminated in the collapse of FTX in November 2022. Incidentally, SBF, a director at FTX, began his career at Jane Street.


![](https://m.stacker.news/131758)