#BREAKING : FOOD CAN TURN INTO THE NEXT BIG GLOBAL RISK
JPMorgan has raised an alert for 2027: a combination of logistics problems in the Strait of Hormuz with the risk of a super El Niño could put pressure on agricultural output and food prices.
According to the cited report, global food inflation could rise from 2.8% in the first half of 2026 to around 5% in the first half of 2027.
This is still a risk scenario, not an inevitable forecast. But it’s an important reminder: weather, energy, transportation, and geopolitics are becoming more and more interconnected.
If this scenario plays out, the impact could go far beyond the commodities market. 🌎📈
#dusk $DUSK @Dusk Privacy is not the same as opacity—and that changes everything for me as an investor in DUSK For a long time, I avoided “privacy” projects because, in practice, they almost always ended up meaning zero traceability—that’s the kind of thing no regulator would accept near serious financial markets. What made me look at $DUSK differently was understanding the project’s programmable, auditable privacy proposal. In practice, that means a transaction can stay confidential to those who don’t need to see the details, but still be fully auditable for anyone with regulatory authority—regulators, auditors, or the counterparties themselves in an institutional negotiation. It’s not a binary choice between “everything public” or “everything hidden.” It’s selective privacy with accountability built into the protocol. That’s exactly what’s missing to unlock RWAs and traditional financial assets by moving them onto a real blockchain. No serious institution will put a bond or a tokenized share in a ledger where any competitor can see positions, volume, and counterparties in real time. But no regulator will approve something that’s a total black box either. DUSK is trying to resolve that exact tension—and that’s why I’m following the project more closely than most of the “privacy coins” I’ve seen come and go.
Colombia faces one of the greatest natural disasters in its recent history. The 7.4-magnitude earthquake has already left at least 294 dead and hundreds missing.
Amid the chaos, President Abelardo de la Espriella seeks with Donald Trump a pause in tariffs on Colombian products.
The request shows how a humanitarian crisis can quickly turn into an economic and geopolitical issue.
For markets, the key point is to watch whether Washington will make room to ease pressure on the Colombian economy during reconstruction.
🌎 Tragedy, trade, and foreign policy are now on the same board.
My reading: the 15-minute chart shows a strong uptrend, with the price above the EMAs 7, 25, and 99. After the +50% surge, I would avoid entering on the momentum.
🎯 Entry: pullback in the 0,00705–0,00710 area with support confirmation. 🚀 Targets: 0,00749 and, if it breaks with volume, 0,00763. 🛑 Stop: below 0,00695.
My strategy: wait for the pullback, don’t chase the price. If it loses 0,00705 strongly, I prefer to stay out and wait for a new structure.
The Q2 13F filings show very different moves among large investors.
H&H and Bridgewater sharply reduced their positions in Alphabet and Nvidia, while Berkshire Hathaway greatly increased its exposure to Alphabet, which has become one of its largest holdings.
Another interesting point: Bridgewater also trimmed several tech stocks and increased positions in S&P 500 ETFs and companies like Shell and Petrobras.
This doesn’t necessarily mean these decisions are definitive buy or sell signals. But tracking where big investors are putting — or removing — capital can reveal important changes in strategy.
Wall Street is repositioning itself. The question is: where is the money going now? 👀
On Friday in Garden City, New York, Donald Trump said that Americans should accept higher gasoline prices as part of the cost to prevent Iran from obtaining nuclear weapons.
The statement came alongside an even more striking threat: Trump said that, after defeating Iran, he intends to declare the Strait of Hormuz a territory of the United States.
The market is already feeling the pressure. Brent reached about US$88.52 and WTI US$82.40, with attacks on oil tankers and traffic stoppages in Hormuz increasing the risk to the global supply of oil.
My take: as long as tensions continue, oil, inflation, and market volatility remain on the radar. And for crypto, this scenario could mean even greater sensitivity to any new geopolitical escalation.
Now the question is: how high can the oil price go if Hormuz remains blocked? 👀
#dusk $DUSK @Dusk I went back to better understand what Dusk is building with Dusk Trade, and I was really excited about what I saw. It’s not just another “invest in crypto” app — it’s a neobroker designed to bring real financial assets on-chain: money market funds, ETFs, debt securities, RWAs, all running on the DuskEVM layer. What I like most about this project is the ambition behind it: building a structured platform to operate as a regulated MTF, within EU rules, with instant settlement and DeFi-standard composability. This is different from promising a “revolution” without delivering anything concrete — here there’s real institutional design, built to last. I think it’s exactly this kind of bridge between traditional finance and on-chain infrastructure that will determine who thrives in the next wave of institutional adoption. And Dusk is positioned well ahead of that curve.
Donald Trump said that the US could soon declare the Strait of Hormuz as American territory.
If that declaration moves forward, the impact could be enormous: the Strait is one of the world’s main oil routes, and any change in its status may increase geopolitical tension, pressure oil prices, and raise market volatility.
For the crypto market, pay attention: oil ↑ + geopolitical tension ↑ = volatility ↑.
In my view, this is a scenario to watch closely before taking aggressive positions.
I'm finding it incredible how @Dusk is making life easier for people who use the network! 🤩
Now you can stake $DUSK directly through the wallet extension, without needing to run your own node — this opens the door for many more people to join and earn rewards. They also updated the bridge to move tokens between versions more securely, and launched an increasingly complete browser wallet, with a transaction history and QR reading.
Best of all: it's not just new features for the sake of novelty. Every improvement makes the ecosystem more accessible without losing focus on privacy and compliance — exactly what makes this project stand out in the market. Congratulations to the team for the ongoing work! 🙌
Thinking well about the future of on-chain finance, @Dusk is on the right track too much!
Unlike so many projects that ignore the rules, they’re building everything with privacy that truly aligns with regulation—this is essential to bring real-world assets (RWA) and the DuskEVM into the network.
You could clearly see at the meetings the team held with regulators in the Netherlands: everyone realized that the next phase needs privacy that everyone can trust. And $DUSK is at the heart of it all, moving liquidity, rewards, and this new economy that’s emerging with a lot of solidity. 🚀
ACTIONS | Can Samsung and SK Hynix be too cheap? 📈🇰🇷
KB Securities sees an extremely optimistic scenario for Samsung Electronics and SK Hynix.
According to the analysis, the two semiconductor giants could post record results in the 3rd quarter, driven by strong memory demand—especially from AI hyperscalers.
📊 Cited projections: • Samsung: operating profit of 112 trillion won • SK Hynix: 77 trillion won • More than 60% of memory capacity already contracted by cloud companies
If chip prices remain strong and shareholder returns increase, the market may start pricing these companies differently.
💡 My take: the memory market is entering a phase where AI-driven demand can continue to be one of the main engines of growth. The key now is to know whether the projected profits really hold up in the next earnings reports.
The Trump administration plans to allocate at least US$ 900 million for construction and modernization projects at the White House complex, according to information cited by The Washington Post.
The plan draws attention because some of the funding would have been assembled through other agencies and private donors, rather than via a direct request for financing from Congress.
Among the projects is a new ballroom, estimated at US$ 400 million, whose construction is currently facing a legal dispute.
The case raises an important question about funding, transparency, and the limits of presidential power in major public works. 👀
🇻🇪 Venezuela seeks to recover 31 tons of gold blocked in the UK
The Venezuelan crisis has taken on a new chapter. The government is stepping up efforts to recover about 31 tons of gold held at the Bank of England, valued at approximately US$ 4 billion.
Pressure increased after the June earthquakes, which left more than 6,000 dead, while annual inflation reached 575.9% in July. According to authorities, the resources would be important to finance the rebuilding of housing, hospitals, energy, and infrastructure.
Gold, however, remains at the center of a long legal dispute in the UK. The question now is whether these assets can finally be released amid the economic and humanitarian emergency.
💰 Gold, international reserves, and inflation: three factors that could keep moving markets and increasing investors’ attention on Venezuela.
The Reserve Bank of Australia (RBA) reinforced its warning that disruptions to global oil supply are directly increasing inflationary pressures.
The issue goes beyond fuel: more expensive oil means higher costs for transportation, production, and many sectors of the economy. This can keep inflation high for longer and make future interest-rate cuts more difficult.
Today, the RBA kept the interest rate at 4.35%, showing that there is still concern about the strength of inflation.
🌍 For markets, the message is clear: as long as energy supply remains under pressure, oil will continue to be one of the main risks to global inflation.
📊 JPMorgan: the worst phase for SK Hynix may be falling behind
The recent drop in SK Hynix shares has increased investors’ concerns, mainly regarding the HBM chip market, prices, and the company’s new investment plans.
But, according to JPMorgan, part of this pessimism may be exaggerated. The bank said that changes in HBM specifications are a response to the current shortage of supply and disputed reports of a 50% drop in HBM prices.
In addition, infrastructure investments are part of the company’s strategy to expand its capacity and prepare for the next phase of expansion.
👀 What to watch now: updates on HBM contract prices, the new shareholder-return plan, and progress on the possible listing of the subsidiary in the U.S.
In my view, if these points develop positively, sentiment toward SK Hynix could improve gradually in the medium term.
🚨 TRUMP: THE OUTCOME OF THE WAR WITH IRAN COULD BE NEAR
Donald Trump said the world will “soon” know what happens next in the war involving the United States and Iran.
The statement increases uncertainty in markets. Any sign of escalation or diplomatic progress could trigger strong volatility in oil, gold, and cryptocurrencies.
👀 Now it’s a matter of watching Washington and Tehran’s next steps. In the market, caution may be the best strategy.
#BREAKING : 🟡 GOLD BREAKS THROUGH US$ 4,400 AND GAINS STRENGTH
Gold has returned to the spotlight after breaking through $4,400 per ounce, reaching a two-month high and showing a recovery following weeks of volatility.
The move is even more significant because it happens before new U.S. inflation data. A weaker CPI could increase expectations of Fed rate cuts and further favor gold.
On the other hand, inflation above expectations—especially with oil putting pressure on prices—could increase market caution.
📊 My take: gold is showing technical strength, but the next big move may depend directly on the CPI and expectations for U.S. interest rates.
For those following the market, volatility could increase considerably after the data. 👀
BICO showed a strong breakout with volume, but after a +30% surge I wouldn’t enter on the impulse.
🎯 My strategy: wait for a pullback at 0,0470–0,0480 to look for an entry. 🚀 Targets: 0,0513 → 0,0550 → 0,0600. 🛑 Stop: below 0,0440.
My opinion: the short-term outlook remains positive, but I’d rather wait for a correction or a confirmation of the breakout than buy at the peak of the move.