Forwarded from unfolded.
SEC clears Trump Media filing, opening door to multi-billion-dollar Bitcoin buy — link | AI comment
Forwarded from Wu Blockchain News
Bybit CEO Ben Zhou announced that Byreal, the first on-chain DEX incubated by Bybit, will launch by the end of this month and is built on Solana. Byreal combines CEX-grade liquidity with DeFi-level transparency, featuring a hybrid RFQ + CLMM routing system to offer low-slippage, MEV-resistant trading. Future CEX and DEX joint launch initiatives are also planned. — link
Forwarded from Tariffs (synoptic.com)
BBG: EU PREPARED TO ACCEPT FLAT 10% US TARIFF UNDER CONDITIONS
Forwarded from Zoomer News
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Forwarded from Walter Bloomberg
UBS: MARKET OVERREACTING TO MIDDLE EAST TENSIONS
UBS says markets often overreact to geopolitical events, and the current Middle East crisis is no exception. Unlike past oil shocks, this conflict poses little threat to supply, with Iran making up just 1.6% of global output and no disruptions reported.
UBS advises buying market dips, expecting only a mild pullback. It remains bullish on global equities, defense, and gold—forecasting gold to reach $3,500/oz by end-2025.
Bottom line: UBS sees fears as overblown and expects markets to stay supported by policy, wages, and AI-driven growth.
(@WalterBloomberg)
UBS says markets often overreact to geopolitical events, and the current Middle East crisis is no exception. Unlike past oil shocks, this conflict poses little threat to supply, with Iran making up just 1.6% of global output and no disruptions reported.
UBS advises buying market dips, expecting only a mild pullback. It remains bullish on global equities, defense, and gold—forecasting gold to reach $3,500/oz by end-2025.
Bottom line: UBS sees fears as overblown and expects markets to stay supported by policy, wages, and AI-driven growth.
(@WalterBloomberg)
Forwarded from Walter Bloomberg
IRAN SEEKS DE-ESCALATION, SIGNALS WILLINGNESS TO RESUME NUCLEAR TALKS
Iran is signaling it wants to ease tensions with Israel and resume nuclear negotiations, sending messages through Arab intermediaries to both Israel and the U.S., officials say. Tehran has told Arab leaders it's open to talks if the U.S. stays out of the fighting and warned it may escalate its nuclear program if diplomacy stalls.
Despite Iranian outreach, Israel continues its air campaign, targeting military leaders and nuclear sites, with little sign of stopping. Prime Minister Netanyahu has vowed to continue until Iran’s nuclear and missile programs are dismantled, though regime change isn't officially the goal.
Iran believes Israel lacks a clear exit strategy and hopes pressure will push Israel toward talks. Meanwhile, Gulf states are urging the U.S. to rein in Israel, warning the conflict could threaten regional stability and energy markets.
(@WalterBloomberg)
Iran is signaling it wants to ease tensions with Israel and resume nuclear negotiations, sending messages through Arab intermediaries to both Israel and the U.S., officials say. Tehran has told Arab leaders it's open to talks if the U.S. stays out of the fighting and warned it may escalate its nuclear program if diplomacy stalls.
Despite Iranian outreach, Israel continues its air campaign, targeting military leaders and nuclear sites, with little sign of stopping. Prime Minister Netanyahu has vowed to continue until Iran’s nuclear and missile programs are dismantled, though regime change isn't officially the goal.
Iran believes Israel lacks a clear exit strategy and hopes pressure will push Israel toward talks. Meanwhile, Gulf states are urging the U.S. to rein in Israel, warning the conflict could threaten regional stability and energy markets.
(@WalterBloomberg)
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Forwarded from Zoomer News
Forwarded from Shoal Research Hub
Arthur Hayes New Article “Assume The Position”
A discussion on the stablecoin mania brewing in public stock markets
> He argues that the booming stablecoin sector is wildly overhyped, noting Tether’s unbeatable distribution moat and Circle’s overvalued IPO.
> He warns that the next wave of listings will be Circle copycats and will be even more overvalued on a Price/AUC ratio than Circle.
> However, he stated the distribution channels for new entrants are closed.
Source: https://cryptohayes.substack.com/p/assume-the-position
A discussion on the stablecoin mania brewing in public stock markets
> He argues that the booming stablecoin sector is wildly overhyped, noting Tether’s unbeatable distribution moat and Circle’s overvalued IPO.
> He warns that the next wave of listings will be Circle copycats and will be even more overvalued on a Price/AUC ratio than Circle.
> However, he stated the distribution channels for new entrants are closed.
Source: https://cryptohayes.substack.com/p/assume-the-position
Substack
Assume The Position
While Circle CEO Jeremy Allaire has no choice by to assume the position at the behest of his daddy gimp Coinbase CEO Brian Armstrong, I hope that for those of you who trade anything "stablecoin" related in the public equity markets this essay can prevent...
Forwarded from Zoomer News