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

Global Intelligence Journal

FEB 11, 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

The global board looks increasingly fractured this morning, even as the U.S. economy attempts to rewrite its own history. Domestically, the headline jobs number for January is a solid 130,000, with unemployment holding at 4.3%—but the real story is the massive revision to 2025’s data, which erased 403,000 jobs from the record books. It appears the "soft landing" was actually a low-altitude stall that we’re only just acknowledging.

Internationally, the mood is far more volatile. While Canada reels from the horrific school shooting in Tumbler Ridge, B.C., which has left 10 dead, geopolitical risk meters are flashing red elsewhere.

Bangladesh is on edge ahead of tomorrow’s general election—its first since the "Monsoon Revolution"—with security forces blanketing Dhaka. Meanwhile, tensions between Washington and Tehran are spiking after President Trump threatened "tough" repercussions if U.S. demands aren't met, and Ukraine is pivoting its war strategy, signing a fresh deal with France to localize weapons production as the conflict grinds into another spring.

Macro Signal

Live odds from Kalshi & Polymarket
Recession
22%
Moderate
Rate Cuts
2.2
Next 6 Mo
Midterms
46%
D-House, R-Senate
CPI Forecast
2.7%
Dec 2025
AI Bubble Burst
20%
Dec 2026

From The Research Desk

Best Actor At 2026 Oscars: Why Betting on Timothée Chalamet at 77% Is the Smartest Oscar Play
By flowframe Research • Culture • 5 min read

Why Betting on Timothée Chalamet at 77% Is the Smartest Oscar Play The Kalshi market for Best Actor at the 2026 Oscars prices Timothée Chalamet at 77% to win for Marty Supreme. Leonardo DiCaprio sits at 10%, Michael B. Jordan at 9%. Those odds aren't...

Keep Reading on FlowFrame →

Breaking Markets

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

Stock Market Movers

Top gainers and losers from yesterday's trading session.

Top Gainers

▲ 4.9%
INTC
Intel Corporation
$49.44
+$2.31
▲ 1.9%
TSLA
Tesla Inc.
$433.44
+$8.23
▲ 1.8%
NVDA
NVIDIA Corporation
$191.94
+$3.40

Top Losers

▼ 3.5%
CRM
Salesforce Inc.
$186.64
-$6.81
▼ 2.7%
ADBE
Adobe Inc.
$257.61
-$7.06
▼ 1.9%
PYPL
PayPal Holdings
$40.71
-$0.78

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.

Sports
Rating:  A Side:  No Odds:  92.8%
ROI:  7.7% APY:  17.7%

Emerging Markets

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

24h Vol: $33,202 Velocity: 0.6x
24h Vol: $131,801 Velocity: 0.6x

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 $114,886 Feb 9, 10:08 PM Top Trader
#2
Bet: No $50,813 Feb 9, 8:10 PM Top Trader
#3
Bet: Team WE $33,749 Feb 11, 12:12 PM Top Trader
#4
Bet: Yes $33,299 Feb 10, 9:27 PM Top Trader
#5
Bet: No $23,137 Feb 9, 3:56 PM Top Trader

Market of the Day

Market of the Day

The Catalyst: Anthropic Drops Opus 4.6 "Anthropic Announces Claude Opus 4.6 as Next Step in Enterprise AI" – PYMNTS, Feb 5, 2026

The Alpha: This is the primary driver. Anthropic released Claude Opus 4.6 on Feb 5, which users and benchmarks are calling a "huge leap" in reasoning and agentic coding. The market immediately repriced Anthropic from a ~35% toss-up to a ~76% favorite, betting that neither Google nor OpenAI can ship a counter-model before the month ends.

The Drag: OpenAI’s Hardware Delays "OpenAI’s Jony Ive-Designed Device Delayed to 2027" – MacRumors, Feb 10, 2026

The Context: While Anthropic is shipping shipping code, OpenAI is delaying hardware. The much-hyped "iPhone killer" designed by Jony Ive has been pushed back to Feb 2027. Combined with a lack of "GPT-5" rumors for February, confidence in a near-term OpenAI counter-punch has collapsed to 6%.

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