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Tom Lee Says Yields Below 5% Mean the AI Selloff Is Nearly Over
Tom Lee says falling rates and a crowded tech short mean the AI selloff is nearing its end. Here is what he expects next. The post Tom Lee Says Yields Below 5%…
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3 Hurdles Could Complicate a Tesla and SpaceX Merger, Says Ex-Tesla Director
Steve Westly says valuation, SEC approval, and China could complicate a Tesla and SpaceX merger as both boards explore it. The post 3 Hurdles Could Complicate a Tesla and SpaceX Merger, Says…
Fidelity's Timmer Blames Sticky Inflation and Fiscal Risk for Rising Bond Yields
Fidelity's Timmer says bond yields may settle into a range, but sticky inflation and fiscal risk drove the climb. The post Fidelity's Timmer Blames Sticky Inflation and Fiscal Risk for Rising Bond…
1% of AI Users Drive 80% of Spending Leaving the Boom Very Fragile
Ramp data shows 1% of firms drive 80% of AI spending on OpenAI and Anthropic, while growth in that spending has nearly stalled. The post 1% of AI Users Drive 80% of…
Circle CEO Shrugs Off Bitcoin's Slump and Pitches Digital Dollars for the AI Era
Circle CEO Jeremy Allaire shrugs off Bitcoin's slump and pitches digital dollars for AI payments as GENIUS Act rules near. The post Circle CEO Shrugs Off Bitcoin's Slump and Pitches Digital Dollars…
CME CEO Says Crypto Perps Are Swaps While Suing CFTC Over Their Approval
CME CEO Terry Duffy calls crypto perps swaps while CME sues the CFTC over their approval. Here is how the regulator answers. The post CME CEO Says Crypto Perps Are Swaps While…
Bank of Korea Hits Pause, but Chip Boom Keeps Rate Hikes in Play
The Bank of Korea held at 3.00% as a chip export boom clashes with a KOSPI selloff. See why a November hike remains live. The post Bank of Korea Hits Pause, but…
Will Brent Jump 28% Again? US and Israel Draft Post-Midterm Iran Strike Plans
The US and Israel drafted Iran strike plans for after the midterms. See how Brent oil reacted to the last strikes. The post Will Brent Jump 28% Again? US and Israel Draft…
Fidelity’s Timmer Says AI Bubble Risk Is Not Stock Valuations, but Debt
Fidelity's Jurrien Timmer says any AI bubble may sit in debt, as CoreWeave bond yields top 15% and stock valuations fall. The post Fidelity’s Timmer Says AI Bubble Risk Is Not Stock…
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Yuki Yamamoto1 min read
Archax adopts Chainlink Data Streams for tokenised Treasury collateral
TL;DR: Archax has adopted Chainlink Data Streams to supply pricing information for GOVY, its tokenised US Treasury product, as it…
Yuki Yamamoto1 min readBlog
crytonewsbulls1 min read
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crytonewsbulls1 min read
Altcoin NewsYuki Yamamoto1 min read
Cardano Foundation Opposes MiCA Regulation for DeFi Protocols
The Cardano Foundation has detailed its response to a European consultation, arguing that MiCA regulations should target specific financial activities…
Yuki Yamamoto1 min read
Altcoin NewsYuki Yamamoto1 min read
Fhenix brings encrypted smart contracts to Ethereum and Arbitrum
Fhenix has deployed CoFHE on the Ethereum and Arbitrum mainnets, introducing fully homomorphic encryption to allow approved applications to execute…
Yuki Yamamoto1 min read