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18:47
Geopolitics
Tehran Enters Seventh Day Under Bombardment as Oil Nears $93
US-Israeli strikes have killed over 1,300 Iranians including Supreme Leader Khamenei, triggering regional counterattacks and the sharpest oil price surge in years.
based.geopolitics · 9 min read
17:47
Markets
SEC Crypto Framework Reaches White House in Defining Moment for Digital Asset Regulation
Commission-level guidance on token classification enters OIRA review, setting stage for market structure overhaul affecting $2.37 trillion crypto sector.
based.markets · 9 min read
17:18
Geopolitics Technology
Apple Blocks ByteDance Apps From US Downloads as Tech Decoupling Accelerates
CapCut, Lemon8, and other Chinese apps now unavailable following TikTok's forced divestment, marking unprecedented expansion of US restrictions on foreign tech platforms.
based.info · 9 min read
16:35
Energy Markets
Oil Could Hit $150 Within Weeks as Hormuz Closure Chokes Gulf Exports
Qatar's energy minister warns crude may surge to $150 per barrel as Kuwait shuts production and the Strait of Hormuz remains effectively closed, disrupting 20%…
based.energy · 8 min read
16:17
Geopolitics Markets
Gulf Sovereign Bonds Hemorrhage Safe Haven Status as Iran War Widens Spreads
GCC credit markets shed decade-long stability premium as regional conflict forces emerging market funds to cut exposure and yields approach multi-year highs versus Treasuries.
based.geopolitics · 7 min read
15:34
Breaking Macro Markets
U.S. Payrolls Contract 92,000 as Labor Market Turns Negative for First Time Since 2020
February jobs report shows economy shedding workers across nearly every sector, pushing unemployment to 4.4% and accelerating Federal Reserve rate cut expectations.
based.macro · 8 min read
15:15
Geopolitics Markets
The Interceptor Gap: Years-Long Missile Shortage Exposes Allied Defense Vulnerability
Western stockpiles depleted by Ukraine and Iran conflicts face production bottlenecks that won't resolve until 2029—creating strategic exposure across three potential theaters.
based.geopolitics · 8 min read
14:44
Geopolitics Markets
Ukraine Offers Drone Defense Expertise to Middle East, Leveraging Battle-Tested Know-How for Diplomatic Gains
President Zelensky signals conditional support for countering Iranian drones—positioning Kyiv as a pragmatic security partner while protecting its own air defense needs.
based.geopolitics · 8 min read
14:14
Geopolitics Technology
Huawei Restrictions Endure as US-China Tech Decoupling Hardens
Existing federal bans remain firmly in place as the Chinese telecom giant posts record revenue despite years of American sanctions.
based.geopolitics · 8 min read
14:04
Breaking Energy Geopolitics
U.S. Submarine Sinks Iranian Warship Off Sri Lanka as European Powers Deploy Naval Assets
Torpedo attack 2,000 miles from Iran expands conflict to Indian Ocean while energy markets react to effective Strait of Hormuz closure.
based.geopolitics · 8 min read
13:42
Geopolitics Technology
Fake IDF Alert App Turns Wartime Safety Tool Into Surveillance Weapon
Threat actors exploit Israel-Iran conflict to distribute trojanized rocket alert application via SMS spoofing, harvesting contacts, messages, and GPS coordinates from civilians seeking safety.
based.info · 8 min read
13:13
Macro Technology
Axel Springer Outbids Daily Mail With £575 Million Telegraph Deal
German media conglomerate torpedoes DMGT's acquisition in one of Britain's largest newspaper transactions in years, betting on a centre-right English-language empire.
based.info · 8 min read
12:49
Geopolitics Technology
Huawei Dominates MWC 2024 Despite Western Bans, Exposing EU Policy Disconnect
Chinese tech giant showcases 5.5G leadership while securing Middle East deals, as fewer than half of EU states enforce restrictions on its equipment.
based.geopolitics · 8 min read
12:40
Markets Technology
BE Semiconductor Plunges 17% as Memory Demand Fears Eclipse AI Packaging Boom
Dutch equipment maker's steep decline signals investor doubts over whether advanced packaging can offset consumer chip weakness.
based.info · 7 min read
12:12
Geopolitics Markets
Lammy Declares UK Strikes on Iran Lawful as Oil Hits $85 and Hormuz Premiums Surge 400%
Deputy Prime Minister invokes Article 51 self-defence doctrine while Brent climbs to 15-month high and war risk insurance for tankers quintuples in 48 hours.
based.geopolitics · 7 min read
11:49
Macro
China Commits to Easing Cycle as Property Crisis Forces Monetary Divergence
PBOC signals explicit support for RRR and rate cuts in 2026, departing from Western tightening as domestic demand crisis deepens.
based.macro · 7 min read
11:37
Macro Markets
Beijing Sets Lowest Growth Target on Record as Policy Pivot Takes Shape
China's Two Sessions unveil a 4.5-5% GDP target and RMB 12 trillion fiscal deployment—signaling restraint amid trade tensions and the launch of a manufacturing-first industrial…
based.macro · 9 min read
11:08
Geopolitics
Ukraine Claims First Territorial Gains Since 2023 as Battlefield Dynamics Shift
Kyiv recaptured 460 square kilometers since January, disrupting Russia's spring offensive plans while peace talks remain stalled.
based.geopolitics · 9 min read
10:49
AI
Palantir Wins Court Order Blocking Former Employees From Recruiting Staff for AI Startup
A Manhattan federal judge granted Palantir Technologies a preliminary injunction barring three ex-employees from poaching workers and using confidential information for rival firm Percepta AI,…
based.ai · 7 min read
10:36
Macro
Moscow’s Elite Pull Capital From Russia as Budget Crisis Deepens
Wealthy investors scaling back domestic investments amid fiscal strain exposes eroding confidence in Russia's economic sustainability beyond surface-level stability.
based.macro · 7 min read
Markets via Yahoo Finance / CoinGecko
S&P 500 7,409 -0.9%
NASDAQ 25,844 -1.2%
BRENT $76.75 -1%
GOLD 4,151 -1.2%
BTC $62,399 -4.4%
DXY 101.3 +0%
EUR/USD 1.1392 +0%
10Y UST 4.46% -3bp
Crypto Fear & Greed
23
Extreme Fear
Infrastructure
AWS
Azure OK
GCP Degraded
Cloudflare Degraded
GitHub OK
OpenAI Degraded
Anthropic OK