According to @StockMKTNewz, Disney’s dispute with Google-owned YouTube TV over a new distribution contract is costing Disney an estimated $4.3 million per day in lost revenue, source: @StockMKTNewz citing The Verge and Morgan Stanley. For position sizing and scenario planning, that daily drag implies about $30.1 million over 7 days and roughly $129 million over 30 days if unresolved, based on the same estimate, source: Morgan Stanley estimate reported by The Verge. Context for the other side of the table: YouTube TV exceeded 8 million subscribers as of Alphabet’s Q4 2023 update, highlighting the platform’s scale in carriage negotiations, source: Alphabet Q4 2023 earnings commentary. For cross-asset monitoring, equity news in mega-cap tech can affect broader risk appetite tied to crypto given documented increases in BTC–stock correlations, source: International Monetary Fund analysis Crypto Prices Move More in Sync With Stocks (2022).