FlowFrame Global Intelligence Journal
Vol. 1, No. 42 New York • London • Tokyo $0.50
Headline by FlowFrame

Global Intelligence Journal

JAN 5, 2026

Good morning!

While you were sleeping, the prediction market whales were busy. Here's what the smart money is betting on, plus today's top bond picks across sports, finance, politics, and tech.

News Briefing

So, the U.S. apparently decided the most efficient way to lower inflation was to personally "acquire" Venezuela’s leadership this weekend, sending oil stocks and gold prices climbing because nothing stimulates the portfolio quite like a good old-fashioned regime change. While the geopolitical risk premium is back in vogue—with analysts casually forecasting $5,000 gold as if it’s a reasonable base case—Bitcoin bulls have predictably interpreted the chaos as a signal to push BTC past $93,000, operating on the timeless logic that if fiat is funding military adventures, you might as well hold the censorship-resistant alternative. Meanwhile, as the rest of us brace for the fallout, the tech sector is merrily descending on Las Vegas for CES to pitch "physical AI" robots, which we can only hope will be programmed to trade these volatility spikes better than human emotion allows.

Macro Signal

Live odds from Kalshi & Polymarket
Recession
22%
Moderate
Rate Cuts
2.3
Next 6 Mo
Midterms
50%
D-House, R-Senate
CPI Forecast
2.6%
Dec 2025
AI Bubble Burst
17%
Dec 2026

From The Research Desk

Venezuela Strike: Prediction Market Implications
By Tyler Webber • Politics • 8 min read

Executive Summary The United States conducted its most significant military intervention in Latin America since the 1989 Panama invasion when it captured Venezuelan President Nicolas Maduro in a predawn raid on January 3, 2026. OPERATION ABSOLUTE RES...

Keep Reading on FlowFrame →

Breaking Markets

The biggest movers in the last 24 hours. These markets are seeing dramatic price swings.

▲ 14.0%
Will Kevin Stefanski be fired? (Yes 99%)
24h Price Movement

Stock Market Movers

Top gainers and losers from yesterday's trading session.

Top Gainers

▲ 6.7%
INTC
Intel Corporation
$39.38
+$2.48
▲ 4.3%
AMD
Advanced Micro Devices
$223.47
+$9.31
▲ 1.3%
NVDA
NVIDIA Corporation
$188.85
+$2.35

Top Losers

▼ 4.8%
ADBE
Adobe Inc.
$333.30
-$16.69
▼ 4.3%
CRM
Salesforce Inc.
$253.62
-$11.29
▼ 3.0%
NFLX
Netflix Inc.
$90.99
-$2.77

Today's Top Pick

Our highest-rated opportunity of the day. Each pick is rated AAA-A based on liquidity, probability, and smart money activity.

Politics
Rating:  A Side:  No Odds:  95.8%
ROI:  4.4% APY:  81.0%

Emerging Markets

Markets gaining rapid traction with high volume velocity. These unrated markets show accelerating interest.

24h Vol: $61,052 Velocity: 1.0x
24h Vol: $30,822 Velocity: 0.9x

Smart Money Activity

When traders put serious money on the line, we pay attention. Significant whale bets from the past 24 hours.

#1
Bet: No $299,873 Jan 5, 12:52 AM Top Trader
#2
Bet: No $199,800 Jan 4, 12:58 AM Top Trader
#3
Bet: Steelers $49,500 Jan 5, 4:35 AM Top Trader
#4
Bet: No $99,900 Jan 4, 6:14 PM Top Trader
#5
Bet: No $75,712 Jan 3, 11:33 PM Top Trader

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Not financial advice. Do your own research. Markets can be wrong.