Daily Intelligence Briefing — 2026-10-03 (D125)

D125 Daily Intelligence Briefing covers a second tanker strike in the Strait of Hormuz amid Iran's Yemen ground war, Ukraine's ballistic escalation ladder, OpenAI's week of executive hires and departures, France's lycee protest wave over budget cuts, G7 fuel reserves and diesel diplomacy, the SEC's 3x leveraged ETP approvals and adviser custody fallback, record-summer heat stress and cryosphere melt, and Arthur Hayes' trillion-dollar-rescue warning for bitcoin. #StraitOfHormuz #UkraineBallistics #OpenAIExodus #LyceeProtests #DieselDiplomacy #SEC3xETP #CryosphereMelt #BitcoinRescue

