LaxoNoong

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-Tech and AMD: Brian Sozzi praises Lisa Su, CEO of AMD, for outstanding leadership that has helped AMD’s market capitalization surpass the $1 trillion mark, along with the successes from the past week.

-Elon Musk and Tesla: Elon Musk attends a state dinner, along with electric vehicle projects such as the Roadster (to be unveiled on 10/01) and the Tesla Semi truck.

-Google in space: Google is testing the idea of bringing AI data centers into space using satellites powered by TPU chips, with a planned launch on 10/01.

-Bradley Tusk on AI: AI expert Bradley Tusk shares his views on AI startups like OpenAI and Anthropic, saying they are being valued too highly and should not rush to go public due to risks and financial pressure.

-Cryptocurrency market: Noting the strong growth of Bitcoin, Ethereum, and other altcoins over the past few weeks, along with potentially positive effects on platforms such as Robinhood.

-Real estate market and interest rates: The 30-year mortgage rate has surpassed 7% (reaching 7.45%), the highest level in 3 years, putting pressure on homebuyers and on companies related to construction and home retail.

-Consumer spending: Costco warns about rising computer prices due to inflation in memory chip costs, reflecting the impact of the AI boom on everyday consumer costs.$BTC #laxonoong

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-Energy & Geopolitics: Oil prices fell slightly as the US and Iran discussed a phased agreement to reopen the Strait of Hormuz. Qatar increased LNG shipments to maintain exports.
Financial Markets: A global bond sell-off stabilized in Asia. The 10-year U.S. Treasury yield rose by about 20 basis points over the past two days.

- Trump-Xi Summit: The meeting between Donald Trump and Xi Jinping was described as "a lot of form but little practical substance." No major announcements on tariffs or artificial intelligence (AI) were made, causing China’s stock market in Hong Kong to fall.

- European Central Bank (ECB) leadership race: The succession race for Christine Lagarde is heating up as ECB board member Isabel Schnabel announced she will leave the bank a year early to join the IMF.

- Security & AI: NATO Secretary General Mark Rutte emphasized that Europe is preparing for hybrid attacks from Russia. In AI, Meta has drawn attention with its personal assistant Muse, while AI competition between the US and China continues, though without concrete cooperation commitments.

- Japanese Yen volatility: The yen showed signs of strengthening due to comments from the US administration and Japanese officials about ending the low-interest-rate policy (Abenomics). However, experts believe this may not be the final stop in the weakening trend, as other central banks (such as the Fed and the ECB) are also tightening monetary policy aggressively.#laxonoong

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The Stellar Lumens ($XLM ) event significantly expands its ecosystem by integrating with the stablecoin infrastructure platform BVNK. This partnership enables businesses to use the Stellar network for cross-border payments, pay vendors, and manage treasury with low costs and fast speeds.

🚀Key highlights:

-Infrastructure integration: BVNK, a stablecoin infrastructure provider with a large annual trading volume, now supports Stellar—helping connect this network to global financial giants such as Mastercard, Visa Direct, WorldPay, and Marqeta.

-Real-world applications: Through these partners, enterprise customers can make instant stablecoin payments, issue cards that support stablecoins, and connect on-chain with traditional fiat payment systems.

-Adoption by institutions: US Bank carries out pilot transactions on the Stellar network, and Nuvanti Technologies partners with the Bank of England to test stablecoin-based settlement on Stellar.

-Stellar is playing a central role in the global financial industry’s transformation—from payments to tokenization of assets—and this is an important step for XLM holders.#laxonoong

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-Role of Chainlink: Chainlink is not only an oracle data provider, but is also playing the role of the "railway track" connecting traditional finance (TradFi) with blockchain technology through partnerships with major organizations such as Infosys, Swift, and DTCC.

-Tokenization of assets: The video highlights the enormous potential of tokenizing stocks and real-world assets (RWAs), helping expand investment access for retail investors.

-Stablecoins and institutional adoption: Global stablecoin governance and the trend of major institutions (such as BlackRock, Vanguard) increasingly integrating deeply into the crypto ecosystem.

-Bank trading with tokens: Major banks in the UK (such as Lloyd's, NatWest, Barclays, HSBC) have completed the first interbank transaction using tokenized deposits, with support from Quant technology.

-FedNow system: The Federal Reserve (Fed) is rolling out support for cross-border transactions for the FedNow service, an important step forward in international payments.

-Trump investment information: Financial disclosures show that Donald Trump strengthened his position by buying shares in Coinbase and MicroStrategy.#laxonoong

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- The importance of the $82,000 price level: This is the average breakeven price for ETF investors. When the price breaks above this threshold, it holds significant technical and psychological meaning, helping many investors move out of a losing position.

- Investor profile: About 70–75% of those holding these ETFs are retail investors. Financial advisors are beginning to allocate portfolios into Bitcoin, although there are still regulatory barriers at major financial institutions such as Morgan Stanley or JPMorgan.

- Selling behavior: The selling pressure in recent times has mainly come from long-term Bitcoin investors (OGs) and hedge funds that are closing positions in “basis trades” (price-difference trading), rather than from ETF buyers.

- Future outlook: Although Bitcoin is still often regarded as a risk asset in an unstable macro environment, the fact that financial advisors managing tens of trillions of USD in assets are starting to take an interest in Bitcoin could create a new wave of demand in the future.$BTC #laxonoong

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-BlackRock’s research on AI and cryptocurrencies: BlackRock has released a report on the potential of AI in using stablecoins and blockchain for automated payments, affirming that this will be an important trend in the bullish market.

-AI-powered payments via Cardano: Cardano, together with Solana and the XRP Ledger, is developing tools for AI agents to carry out payment transactions.

-Mastercard and Stellar: Mastercard integrates the Stellar blockchain (token $XLM ) into its stablecoin payment system, while also rolling out a solution with SoFi bank.

-Tokenization in Canada: Six of Canada’s largest banks have launched an initiative to send deposits that are tokenized on the blockchain.

-Binance and Circle: Binance invests $100 million into Circle (issuer of USDC) in an agreement aimed at promoting it over a five-year period.

-Regulation and management: The SEC and CFTC are stepping up regulations on asset custody and preparing for the anticipated boom in large-scale tokenization of assets.#laxonoong

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-AI Fever and Chips: Alibaba has just unveiled its latest AI chip, the Gen Woo V900, promising three times the performance of its predecessor to compete with Nvidia (1:05:01-1:07:48). Enthusiasm for AI is further bolstered by Meta’s Muse agent, setting the stage for growth in Asia’s tech stocks.

-Investment and Dealmaking: Experts from CITIC CLSA and Goldman Sachs discuss the shifting flow of capital, with a trend toward increased investment in technology and compute infrastructure.

🚨The upcoming meeting between U.S. President Donald Trump and Ukrainian President Volodymyr Zelenskyy. Key points include:

+Rising Tensions: The relationship between the U.S. and Ukraine is being tested, as the U.S. asks Ukraine to stop attacking Russia’s oil refineries.

+Economic Impact: These attacks have helped push up global and U.S. diesel prices, putting pressure on the Trump administration ahead of midterm elections.

+Ukraine’s Strategy: Mr. Zelenskyy has used attacks on oil refineries as a strategic lever to pressure Russia—especially after Russia imposed a ban on diesel exports.

+Political Momentum: Even if Mr. Trump could pressure Mr. Zelenskyy to change this strategy, analysts note that Trump currently appears more supportive of Zelenskyy than in the early days of his term, thanks to Ukraine’s effectiveness in pressuring Russia.#laxonoong

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-Canada’s trade strategy: Canada’s International Trade Minister, Maninder Sindhu, explains that Canada is actively diversifying its export markets in Asia (such as India, the Philippines, and ASEAN countries) to reduce dependence on the U.S. Even so, the U.S. market still plays a crucial role in Canada’s supply chain.

-The AI boom and the stock market: Asian stocks rose as optimism spread for AI technology, especially semiconductor companies in Taiwan and South Korea. Nupur Gupta from Eastspring Investments highlights the long-term potential of South Korean stocks and China’s AI companies.

-Vietnam and trade relations: Vietnam’s President, Tô Lâm, shared in an exclusive interview that Vietnam is very close to reaching a trade agreement with the U.S., while also emphasizing its commitment to importing more high-tech goods from the U.S. to narrow the trade deficit.

-Digital payments in India: Max Neukirchen from JPMorgan discusses opportunities in India—especially the adoption of new fees on the UPI system and the growth potential at GIFT City through modern financial services.

-US–China trade negotiations: U.S. and Chinese officials are discussing the extension of the trade truce. On the U.S. side, represented by Jameson Greer, the stance is cautious, and they want shorter terms (3–6 months) to ensure China meets its commitments, while China is seeking a longer-term deal to stabilize the economy.#laxonoong

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-The forecast for Altcoins: Expert Peter Brandt shares a long-term outlook, in which XRP has the potential to reach USD 5.40 and Ethereum is heading toward USD 8,600.

-Involvement of technology corporations: Google and Apple are recruiting for roles related to stablecoins and blockchain technology, indicating growing interest from major corporations in decentralized finance infrastructure.

-Blockchain applications in finance: Banks and large organizations, including the European Central Bank and South Korean banks, are stepping up the issuance and purchase of tokenized bonds on blockchain to shorten settlement times.

-Political activity: Fairshake is mobilizing resources to prevent candidates who are against cryptocurrencies, such as Sherrod Brown, from being re-elected, with the aim of promoting more favorable policies for the industry in the future.

-Medical Technology & Internet: Forest’s CEO discusses using AI to optimize medical treatment workflows, while Trans Celestial’s CEO explains wireless laser technology to deliver high-speed internet in space.#laxonoong

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-US trade - China: The two sides continue the second round of negotiations on trade and AI investment ahead of the summit. The US expressed caution about extending the tariff ceasefire.

-Real estate project in the Maldives: Real estate companies in Dubai and Abu Dhabi are targeting a $12 billion development project in the Maldives, expected to create tens of thousands of jobs and attract significant foreign investment.

-The return of the AI industry: Global stock markets rebounded on optimism about new AI players (AI agents) from Meta. Semiconductor chip stocks surged sharply, with Meta posting an impressive 11% increase.

-Oil market: Oil prices are steady around $100 per barrel after Saudi Arabia increased exports through the Strait of Hormuz and diplomatic efforts to ease tensions with Iran. However, experts warn that supply risks remain.

-Other financial information: Central banks in Africa are expected to keep interest rates high to control inflation and support monetary conditions. In addition, Qatar is pushing partnerships with JPMorgan worth $20 billion.#laxonoong

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-SpaceX: The Starship testing has been postponed to the 28th.

-Bitcoin Prices And The Overall Market: Bitcoin has reached $87,000, confirming that the market has returned to an uptrend (a bull market). Although there may be short-term pullbacks when entering overbought territory, overall sentiment remains very positive. Bitcoin ETF investors are already in profit. Eric Jackson from EMJ Capital believes this trend could continue, and Bitcoin may return to $100,000.

-The Surge of Altcoins: The cryptocurrency market is showing positive signs. For example, the Solana network has just surpassed the New York Stock Exchange in terms of weekly transaction volume, marking a shift toward the internet capital market.

-Nike: Nike’s stock has struggled after being removed from the S&P 100 index after 18 years, and profit forecasts have been cut by Stifel. Experts are concerned about the company’s business situation in the future.

-Technology & Artificial Intelligence: Brian Sozzi discusses Jensen Huang’s (Nvidia CEO) view that humanity will not go extinct by 2030 thanks to AI. In addition, Nvidia is expecting to expand its market in China.

-Novo Nordisk: This pharmaceutical company faces pressure after its Capital Markets Day event, with more challenging forecasts in competing with Eli Lilly.$BTC $SOL #laxonoong

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Tom Lee (Fundstrat Global Advisors strategist) predicts that Ethereum could reach the $6,000 mark by the end of the year.

Key points include:

-Inflation fears are overblown: Lee argues that market concerns about inflation mainly stem from distorted statistics (such as financial service fees and the prices of computer memory components in the PCE index), rather than actual increases in everyday living costs for people.
-Wall Street is building a new system: Instead of viewing blockchain as a threat, major financial institutions like BlackRock or Robinhood are actively adopting this technology to modernize outdated financial infrastructure—creating a market opportunity worth trillions of dollars.
-The four-year cycle and market sentiment: Lee believes that panic and the “rage quitting” of small retail investors are classic signs that the market has hit bottom. Excess leverage has been wiped out, setting the stage for a sustainable bull run.
-Outlook for Bitcoin and Ethereum: Based on technical indicators and improvements in underlying fundamentals, he forecasts that Ethereum could reach $6,000 by year-end.

-Conclusions: Tom Lee advises investors to focus on fundamental factors rather than only looking at short-term price fluctuations, posing the question: “Do you want to be right, or do you want to make money?”$ETH #laxonoong

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The possibility of Venezuela leaving OPEC, the organization that the country helped found in 1960.

-Idea: This emerged in talks with U.S. officials after Venezuela changed its diplomatic relations with Washington.

-Impact on OPEC: If it leaves, OPEC would lose a founding member, which could weaken the group’s position and influence.

-Impact on oil prices: Even if Venezuela exits OPEC, it does not automatically mean crude oil prices will fall right away. The reason is that Venezuela’s current production is only about 1 million barrels per day, and boosting output requires major investment in infrastructure.

-Conclusion: For traders, leaving the organization matters less than the country’s actual ability to supply oil to the market.#laxonoong