▲ Bitcoin miner Riot's shares jump 8% after expanding AMD data center deal, signaling AI…

BTC:

· ETH:

· SOL:

· GOLD:

· SPY:

(+1.3%) · QQQ:

(+1.9%) · VIX:

(+0.6%) · TLT:

(-0.1%) · DXY:

(+0.1%) · OIL:

(-2.4%)

▲ Bitcoin miner Riot's shares jump 8% after expanding AMD data center deal, signaling AI piv ▲ Bitcoin Holds $78K as ETF Inflows Return and Ethereum Outflows Persist ▲ CFTC to legalize crypto perpetuals in US, boosting regulatory clarity ▲ Stocks set to keep rallying despite Fed and oil concerns: SA analyst ▲ Civeo raises 2026 revenue guidance floor to $675M while keeping adjusted EBITDA at $85M-$9 ▼ Bitcoin drops as leverage liquidations drive structural downside

▲ Late Cycle: Crypto AI pivot and equity resilience suggest continued expansion ▲ Recession: Energy inflation and debt concerns increase recessionary risks ▼ Goldilocks: Debt milestone and inflation pressures challenge benign scenario ▲ Stagflation: Debt-to-GDP breach and energy inflation support stagflationary thesis ▲ Hegemony: Fiscal constraints and crypto alternative narratives challenge dollar dominance ▲ Displacement: Crypto infrastructure evolution and regulatory clarity accelerate adoption

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· OVERHEATING · Gauge: 33.8/100

US NAR seasonally adjusted existing home sales (AAMR)(Apr) — May 11, 02:00 PM UTC (prev: -3.6%) Consumer Price Index for Residents (YoY)(Apr) — May 11, 01:30 AM UTC (prev: 1.0%) US Trade Balance (billion USD)(Apr) — May 9, 12:30 PM UTC Trade Balance (billion USD)(Apr) — May 8, 04:05 PM UTC (prev: 51.13) US University of Michigan Consumer Confidence Index (Preliminary)(May) — May 8, 02:00 PM UTC (prev: 49.8) US Seasonally adjusted changes in non-agricultural employment population (thousands)(Apr) — May 8, 12:30 PM UTC (prev: 178)

• Crypto miner AI pivots may be late-cycle desperation moves rather than strategic positioning, sugges • Equity market resilience despite macro concerns could indicate dangerous complacency rather than fun agentcanary.ai | Not financial advice