ATLAS V5 Morning Report 2026-05-15 — May 15 Fri AM POWELL EXIT DAY / STAYS GOVERNOR THROUGH 2028 FIRST

Key Headlines

• May 15 Fri AM POWELL EXIT DAY
• STAYS GOVERNOR THROUGH 2028 FIRST SINCE ECCLES 1948
• WARSH EFFECTIVE SUN MAY 17
• FIRST FOMC JUNE 16-17
• NO POWELL FAREWELL TACTICAL QUIET
• TRUMP-XI SUMMIT FINAL: BOEING 200 AIRCRAFT NOT 600 BA -4%+
• NO JOINT COMMUNIQUE
• CONSTRUCTIVE STRATEGIC STABILITY FRAMEWORK
• XI TO WH SEPT 24
• USTR GREER: NO TRUCE EXTEND DECISION BEYOND NOV
• TARIFF TRUCE FIRST FULL SESSION US 30% CHINA 10%
• BTC RECLAIMED $80K $80,596
• OPEN $81,069
• OVERNIGHT LOW $79,200 TRUMP-XI TAIWAN TENSION
• 200DMA $82,228 CEILING HELD
• DOMINANCE 56.8%
• THU BTC ETF +$131M REVERSED ENDS 2-DAY -$863M BLEED
• IBIT +$144M LEAD FBTC -$8M
• LIQUIDATIONS $157M 79.1% SHORTS = THU 84% LONG CASCADE FULLY FLIPPED
• FUNDING NEUTRAL 0.005-0.012%
• F&G 34 DEEPEST FEAR OF WEEK FROM 42 = MAX PESSIMISM SAME DAY RECLAIM CLASSIC BOTTOM SIGNATURE
• CLARITY PASSED SENATE BANKING 15-9 ALL REPS + GALLEGO + ALSOBROOKS
• TILLIS-ALSOBROOKS SEC 404 COMPROMISE SURVIVED
• ALSOBROOKS: COMMITTEE VOTE != FLOOR
• FLOOR JUN-JUL TARGET
• TRUMP DESK BY SUMMER
• 60-SENATOR THRESHOLD
• MSTR THU CLOSE $186.90 +4.98% PRE-MKT ~$177.70 -4.9%
• STRC RECORD DATE TODAY 5 PM ET $0.958/SH 11.5% ANNUALIZED PAY MAY 31
• STRATEGY SMALLEST 2026 BTC BUY 535 BTC $43M MAY 5-11