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قام المتداولون الأفراد في كوريا بالمراهنة بمبلغ 1.6 مليار دولار ضد التيار بينما ينخفض مؤشر KOSPIباختصار
راهن المستثمرون الأفراد الكوريون بمبلغ 1.6 مليار دولار بينما هرب الأجانب والمؤسسات.
فقد مؤشر KOSPI مستوى 7,000 نقطة،وانخفض بنسبة 2.70٪ في يوم واحد.
يُظهر التاريخ أن هذا النمط من التداولات الفردية يمكن أن يسير في اتجاهين مختلفين تمامًا.
اقرأ المقالة الأصلية قام المتداولون الأفراد في كوريا بالمراهنة بمبلغ 1.6 مليار دولار ضد التيار بينما ينخفض مؤشر KOSPI بواسطة Darryn Pollock في ar.beincrypto.com
قام المتداولون الأفراد في كوريا بالمراهنة بمبلغ 1.6 مليار دولار ضد التيار بينما ينخفض مؤشر KOSPI
باختصار
راهن المستثمرون الأفراد الكوريون بمبلغ 1.6 مليار دولار بينما هرب الأجانب والمؤسسات.
فقد مؤشر KOSPI مستوى 7,000 نقطة،وانخفض بنسبة 2.70٪ في يوم واحد.
يُظهر التاريخ أن هذا النمط من التداولات الفردية يمكن أن يسير في اتجاهين مختلفين تمامًا.
اقرأ المقالة الأصلية قام المتداولون الأفراد في كوريا بالمراهنة بمبلغ 1.6 مليار دولار ضد التيار بينما ينخفض مؤشر KOSPI بواسطة Darryn Pollock في ar.beincrypto.com
راهن المستثمرون الأفراد الكوريون بمبلغ 1.6 مليار دولار بينما هرب الأجانب والمؤسسات.
فقد مؤشر KOSPI مستوى 7,000 نقطة،وانخفض بنسبة 2.70٪ في يوم واحد.
يُظهر التاريخ أن هذا النمط من التداولات الفردية يمكن أن يسير في اتجاهين مختلفين تمامًا.
اقرأ المقالة الأصلية قام المتداولون الأفراد في كوريا بالمراهنة بمبلغ 1.6 مليار دولار ضد التيار بينما ينخفض مؤشر KOSPI بواسطة Darryn Pollock في ar.beincrypto.com
7
3 token unlocks to follow this weekIn brief
Crypto markets face more than $913 million in token unlocks this week.
DoubleZero unfreezes 1.66 billion 2Z worth $113.20 million on October 2.
Sui and Kolektor Crypto issue digital currencies worth $16.84 million and $11.67 million.
Read the original article: 3 token unlocks to follow this week by Kamina Bashir at ar.beincrypto.com
3 token unlocks to follow this week
In brief
Crypto markets face more than $913 million in token unlocks this week.
DoubleZero unfreezes 1.66 billion 2Z worth $113.20 million on October 2.
Sui and Kolektor Crypto issue digital currencies worth $16.84 million and $11.67 million.
Read the original article: 3 token unlocks to follow this week by Kamina Bashir at ar.beincrypto.com
Crypto markets face more than $913 million in token unlocks this week.
DoubleZero unfreezes 1.66 billion 2Z worth $113.20 million on October 2.
Sui and Kolektor Crypto issue digital currencies worth $16.84 million and $11.67 million.
Read the original article: 3 token unlocks to follow this week by Kamina Bashir at ar.beincrypto.com
18
Gold and silver lost $1 trillion in a single day as bets rose on a Federal Reserve rate hikeIn short
Gold and silver were valued at around $1.05 trillion in market value on Monday.
Rising odds of a Federal Reserve rate hike, higher yields, and a stronger dollar drove selling.
The charts show $3,943 for gold and $54.51 for silver in the next phase.
Read the original article: Gold and silver lost $1 trillion in a single day as bets rose on a Federal Reserve rate hike by Jakub Dziadkowiec on ar.beincrypto.com
Gold and silver lost $1 trillion in a single day as bets rose on a Federal Reserve rate hike
In short
Gold and silver were valued at around $1.05 trillion in market value on Monday.
Rising odds of a Federal Reserve rate hike, higher yields, and a stronger dollar drove selling.
The charts show $3,943 for gold and $54.51 for silver in the next phase.
Read the original article: Gold and silver lost $1 trillion in a single day as bets rose on a Federal Reserve rate hike by Jakub Dziadkowiec on ar.beincrypto.com
Gold and silver were valued at around $1.05 trillion in market value on Monday.
Rising odds of a Federal Reserve rate hike, higher yields, and a stronger dollar drove selling.
The charts show $3,943 for gold and $54.51 for silver in the next phase.
Read the original article: Gold and silver lost $1 trillion in a single day as bets rose on a Federal Reserve rate hike by Jakub Dziadkowiec on ar.beincrypto.com
66
California politicians will not be able to launch meme coins. Newsom has just signed the banIn short
Newsom signed AB 2409, a bill that bans California officials from issuing meme coins.
Platforms cannot list meme coins that are officially associated and issued as of January 1, 2027.
Trump, Touadéra, and Eric Adams all launched meme coins, which later collapsed.
Read the original article: California politicians will not be able to launch meme coins. Newsom just signed the ban by Kamina Bashir on ar.beincrypto.com
California politicians will not be able to launch meme coins. Newsom has just signed the ban
In short
Newsom signed AB 2409, a bill that bans California officials from issuing meme coins.
Platforms cannot list meme coins that are officially associated and issued as of January 1, 2027.
Trump, Touadéra, and Eric Adams all launched meme coins, which later collapsed.
Read the original article: California politicians will not be able to launch meme coins. Newsom just signed the ban by Kamina Bashir on ar.beincrypto.com
Newsom signed AB 2409, a bill that bans California officials from issuing meme coins.
Platforms cannot list meme coins that are officially associated and issued as of January 1, 2027.
Trump, Touadéra, and Eric Adams all launched meme coins, which later collapsed.
Read the original article: California politicians will not be able to launch meme coins. Newsom just signed the ban by Kamina Bashir on ar.beincrypto.com
1.8k
Is Elon Musk right about general AI by 2027? Traders betting on it ...In short
Elon Musk endorsed a post predicting that general AI will arrive through major U.S. laboratories by 2027.
Kalshi traders give OpenAI a probability of about 44.3% of announcing general AI (AGI) by 2028.
Many of OpenAI’s top scientists are concerned that no one is ready for fast-advancing machine intelligence.
Is Elon Musk right about general AI by 2027? Traders betting on it ...
In short
Elon Musk endorsed a post predicting that general AI will arrive through major U.S. laboratories by 2027.
Kalshi traders give OpenAI a probability of about 44.3% of announcing general AI (AGI) by 2028.
Many of OpenAI’s top scientists are concerned that no one is ready for fast-advancing machine intelligence.
Elon Musk endorsed a post predicting that general AI will arrive through major U.S. laboratories by 2027.
Kalshi traders give OpenAI a probability of about 44.3% of announcing general AI (AGI) by 2028.
Many of OpenAI’s top scientists are concerned that no one is ready for fast-advancing machine intelligence.
24
Verified
Why did the Quant (QNT) coin rise by 322%? JPMorgan, Citi, and Barclays have the answerIn brief
Quant rose by 322% in a week after The Clearing House chose its technology.
The Clearing House expects to open its network in the first half of 2027.
UK Finance said banks have completed payments in sterling encoded directly on the Quant platform.
Read the original article: Why did the Quant (QNT) coin rise by 322%? JPMorgan, Citi, and Barclays have the answer from Kamina Bashir on ar.beincrypto.com
Why did the Quant (QNT) coin rise by 322%? JPMorgan, Citi, and Barclays have the answer
In brief
Quant rose by 322% in a week after The Clearing House chose its technology.
The Clearing House expects to open its network in the first half of 2027.
UK Finance said banks have completed payments in sterling encoded directly on the Quant platform.
Read the original article: Why did the Quant (QNT) coin rise by 322%? JPMorgan, Citi, and Barclays have the answer from Kamina Bashir on ar.beincrypto.com
Quant rose by 322% in a week after The Clearing House chose its technology.
The Clearing House expects to open its network in the first half of 2027.
UK Finance said banks have completed payments in sterling encoded directly on the Quant platform.
Read the original article: Why did the Quant (QNT) coin rise by 322%? JPMorgan, Citi, and Barclays have the answer from Kamina Bashir on ar.beincrypto.com
2
3
5.4k
Trump-policy inflation is no longer just a gas story: the U.S. economy is under threatIn short
A phenomenon dubbed Trumpflation has quietly spread beyond gasoline prices to the broader U.S. economy.
Core inflation rates have not changed much despite a sharp drop in overall prices since May.
Tightening Federal Reserve data may force a rethink, putting overvalued AI stocks at risk.
Trump-policy inflation is no longer just a gas story: the U.S. economy is under threat
In short
A phenomenon dubbed Trumpflation has quietly spread beyond gasoline prices to the broader U.S. economy.
Core inflation rates have not changed much despite a sharp drop in overall prices since May.
Tightening Federal Reserve data may force a rethink, putting overvalued AI stocks at risk.
A phenomenon dubbed Trumpflation has quietly spread beyond gasoline prices to the broader U.S. economy.
Core inflation rates have not changed much despite a sharp drop in overall prices since May.
Tightening Federal Reserve data may force a rethink, putting overvalued AI stocks at risk.
35
Vitalik Buterin says that the Hegota upgrade next year will be the last “normal” fork of EthereumIn brief
Vitalik Buterin says that Hegota will most likely be the last “normal” fork of Ethereum.
The following splits bring iterative STARKs, formal verification, and secure cryptography against quantum computers.
Glamsterdam must ship first, while initially specifying the branching of the test Sepolia network in 6 October.
Read the original article by Vitalik Buterin, which says that Hegota’s upgrade next year will be the last “normal” fork of Ethereum by Kamina Bashir on ar.beincrypto.com
Vitalik Buterin says that the Hegota upgrade next year will be the last “normal” fork of Ethereum
In brief
Vitalik Buterin says that Hegota will most likely be the last “normal” fork of Ethereum.
The following splits bring iterative STARKs, formal verification, and secure cryptography against quantum computers.
Glamsterdam must ship first, while initially specifying the branching of the test Sepolia network in 6 October.
Read the original article by Vitalik Buterin, which says that Hegota’s upgrade next year will be the last “normal” fork of Ethereum by Kamina Bashir on ar.beincrypto.com
Vitalik Buterin says that Hegota will most likely be the last “normal” fork of Ethereum.
The following splits bring iterative STARKs, formal verification, and secure cryptography against quantum computers.
Glamsterdam must ship first, while initially specifying the branching of the test Sepolia network in 6 October.
Read the original article by Vitalik Buterin, which says that Hegota’s upgrade next year will be the last “normal” fork of Ethereum by Kamina Bashir on ar.beincrypto.com
52
Signs of Boom and Bust from the Dot-Com Bubble and Real Estate Are Returning—This Time for Artificial IntelligenceIn short
The signs of boom and bust from 2000 and 2008 could reappear around artificial intelligence.
The Wall Street Journal considers OpenAI and Anthropic’s spending rate a warning sign.
OpenAI and Anthropic have postponed their initial public offerings, but the opportunity hasn’t closed yet.
Read the original article for signs of prosperity and collapse from the dot-com bubble and real estate returning again—this time thanks to artificial intelligence by Darryn Pollock at ar.beincrypto.com
Signs of Boom and Bust from the Dot-Com Bubble and Real Estate Are Returning—This Time for Artificial Intelligence
In short
The signs of boom and bust from 2000 and 2008 could reappear around artificial intelligence.
The Wall Street Journal considers OpenAI and Anthropic’s spending rate a warning sign.
OpenAI and Anthropic have postponed their initial public offerings, but the opportunity hasn’t closed yet.
Read the original article for signs of prosperity and collapse from the dot-com bubble and real estate returning again—this time thanks to artificial intelligence by Darryn Pollock at ar.beincrypto.com
The signs of boom and bust from 2000 and 2008 could reappear around artificial intelligence.
The Wall Street Journal considers OpenAI and Anthropic’s spending rate a warning sign.
OpenAI and Anthropic have postponed their initial public offerings, but the opportunity hasn’t closed yet.
Read the original article for signs of prosperity and collapse from the dot-com bubble and real estate returning again—this time thanks to artificial intelligence by Darryn Pollock at ar.beincrypto.com
31
Oura's IPO priced at four times the minimum required appears to be mere hype, not a verdict on the asse...In short
Oura's initial public offering saw buy orders totaling about four times the number of shares offered before pricing on Tuesday.
The rush during the weakest stretch for public offering deals exceeding $1 billion in 2026 since years.
Oura's revenue rose 74% even as competitors such as Kraken delayed their initial public offering plans.
Oura's IPO priced at four times the minimum required appears to be mere hype, not a verdict on the asse...
In short
Oura's initial public offering saw buy orders totaling about four times the number of shares offered before pricing on Tuesday.
The rush during the weakest stretch for public offering deals exceeding $1 billion in 2026 since years.
Oura's revenue rose 74% even as competitors such as Kraken delayed their initial public offering plans.
Oura's initial public offering saw buy orders totaling about four times the number of shares offered before pricing on Tuesday.
The rush during the weakest stretch for public offering deals exceeding $1 billion in 2026 since years.
Oura's revenue rose 74% even as competitors such as Kraken delayed their initial public offering plans.
35
A slowdown in industrial sector profits in China to 4.2% suggests that the AI boom has been surpassedIn short
Industrial sector profits in China grow by 4.2% in August, continuing a slowdown that has lasted four months.
Chipmakers in South Korea see profit margins about five times higher this year.
European factories are performing worse than Beijing, and not only Washington and Seoul.
Read the original article: A slowdown in industrial sector profits in China to 4.2% suggests that the AI boom has been surpassed by Darryn Pollock on ar.beincrypto.com
A slowdown in industrial sector profits in China to 4.2% suggests that the AI boom has been surpassed
In short
Industrial sector profits in China grow by 4.2% in August, continuing a slowdown that has lasted four months.
Chipmakers in South Korea see profit margins about five times higher this year.
European factories are performing worse than Beijing, and not only Washington and Seoul.
Read the original article: A slowdown in industrial sector profits in China to 4.2% suggests that the AI boom has been surpassed by Darryn Pollock on ar.beincrypto.com
Industrial sector profits in China grow by 4.2% in August, continuing a slowdown that has lasted four months.
Chipmakers in South Korea see profit margins about five times higher this year.
European factories are performing worse than Beijing, and not only Washington and Seoul.
Read the original article: A slowdown in industrial sector profits in China to 4.2% suggests that the AI boom has been surpassed by Darryn Pollock on ar.beincrypto.com
24
Diesel prices are doing what $4 gas did in 2008. Is this a warning sign for inflation?In short
U.S. diesel prices recorded their largest year-over-year jump ever, according to Bloomberg.
One analyst compares it to the $4-per-gallon gas price that hit a peak in 2008.
The sudden rise adds a new development to the Federal Reserve’s discussion on inflation and interest-rate hikes.
Read the original article: Diesel prices are doing what $4 gas did in 2008. Is this a warning sign for inflation? By Darryn Pollock on ar.beincrypto.com
Diesel prices are doing what $4 gas did in 2008. Is this a warning sign for inflation?
In short
U.S. diesel prices recorded their largest year-over-year jump ever, according to Bloomberg.
One analyst compares it to the $4-per-gallon gas price that hit a peak in 2008.
The sudden rise adds a new development to the Federal Reserve’s discussion on inflation and interest-rate hikes.
Read the original article: Diesel prices are doing what $4 gas did in 2008. Is this a warning sign for inflation? By Darryn Pollock on ar.beincrypto.com
U.S. diesel prices recorded their largest year-over-year jump ever, according to Bloomberg.
One analyst compares it to the $4-per-gallon gas price that hit a peak in 2008.
The sudden rise adds a new development to the Federal Reserve’s discussion on inflation and interest-rate hikes.
Read the original article: Diesel prices are doing what $4 gas did in 2008. Is this a warning sign for inflation? By Darryn Pollock on ar.beincrypto.com
32
Jim Cramer identifies his "sacred shares" and why he won’t sell themIn short
Jim Cramer says only two stocks earn the highest level of his trust.
The CEO’s appearance in 2022 is still driving Cramer’s confidence in the stock today.
Cramer warns that his best picks are not even safe from his own sell rule.
Read the original article: Jim Cramer identifies his "sacred shares" and why he won’t sell them via Darryn Pollock on ar.beincrypto.com
Jim Cramer identifies his "sacred shares" and why he won’t sell them
In short
Jim Cramer says only two stocks earn the highest level of his trust.
The CEO’s appearance in 2022 is still driving Cramer’s confidence in the stock today.
Cramer warns that his best picks are not even safe from his own sell rule.
Read the original article: Jim Cramer identifies his "sacred shares" and why he won’t sell them via Darryn Pollock on ar.beincrypto.com
Jim Cramer says only two stocks earn the highest level of his trust.
The CEO’s appearance in 2022 is still driving Cramer’s confidence in the stock today.
Cramer warns that his best picks are not even safe from his own sell rule.
Read the original article: Jim Cramer identifies his "sacred shares" and why he won’t sell them via Darryn Pollock on ar.beincrypto.com
36
BlackRock’s chief investment officer sells stocks in favor of high-quality bonds. Here’s whyIn short
Rick Rieder of BlackRock reduces stocks in favor of bonds that pay 7% or more.
Rates the stocks at a B- estimate and expects returns between 10% and 12%.
Every one-point increase from the Fed costs Washington up to $150 billion annually, as he says.
Read the original article: BlackRock’s chief investment officer sells stocks in favor of high-quality bonds. Here’s why by Lockridge Okoth on ar.beincrypto.com
BlackRock’s chief investment officer sells stocks in favor of high-quality bonds. Here’s why
In short
Rick Rieder of BlackRock reduces stocks in favor of bonds that pay 7% or more.
Rates the stocks at a B- estimate and expects returns between 10% and 12%.
Every one-point increase from the Fed costs Washington up to $150 billion annually, as he says.
Read the original article: BlackRock’s chief investment officer sells stocks in favor of high-quality bonds. Here’s why by Lockridge Okoth on ar.beincrypto.com
Rick Rieder of BlackRock reduces stocks in favor of bonds that pay 7% or more.
Rates the stocks at a B- estimate and expects returns between 10% and 12%.
Every one-point increase from the Fed costs Washington up to $150 billion annually, as he says.
Read the original article: BlackRock’s chief investment officer sells stocks in favor of high-quality bonds. Here’s why by Lockridge Okoth on ar.beincrypto.com
1
100
Peter Brandt dismantles the XRP cult narrativeIn short
Peter Brandt says that the XRP coin's charts alone justify taking a stance, rejecting the need for loyalty or communal belief.
Brandt’s long-term chart suggests a possible rise toward $5.40 based on the price structure over a decade.
An inverted head-and-shoulders pattern could drive XRP toward $2 if resistance near $1.55 is broken.
Peter Brandt dismantles the XRP cult narrative
In short
Peter Brandt says that the XRP coin's charts alone justify taking a stance, rejecting the need for loyalty or communal belief.
Brandt’s long-term chart suggests a possible rise toward $5.40 based on the price structure over a decade.
An inverted head-and-shoulders pattern could drive XRP toward $2 if resistance near $1.55 is broken.
Peter Brandt says that the XRP coin's charts alone justify taking a stance, rejecting the need for loyalty or communal belief.
Brandt’s long-term chart suggests a possible rise toward $5.40 based on the price structure over a decade.
An inverted head-and-shoulders pattern could drive XRP toward $2 if resistance near $1.55 is broken.
2
1.1k
Lower oil prices could lead to a 10% rise in the stock market, according to a Wall Street strategistIn brief
Treasury yields are near their highest level in 19 years, yet a strategist expects stocks to rise by 10%.
It says lower oil prices could push 10-year bond yields to around 4.75%.
Microsoft and Berkshire Hathaway remain among his favorite picks despite the Fed raising interest rates.
Read the original article: Lower oil prices could lead to a 10% rise in the stock market, according to a Wall Street strategist by Lockridge Okoth at ar.beincrypto.com
Lower oil prices could lead to a 10% rise in the stock market, according to a Wall Street strategist
In brief
Treasury yields are near their highest level in 19 years, yet a strategist expects stocks to rise by 10%.
It says lower oil prices could push 10-year bond yields to around 4.75%.
Microsoft and Berkshire Hathaway remain among his favorite picks despite the Fed raising interest rates.
Read the original article: Lower oil prices could lead to a 10% rise in the stock market, according to a Wall Street strategist by Lockridge Okoth at ar.beincrypto.com
Treasury yields are near their highest level in 19 years, yet a strategist expects stocks to rise by 10%.
It says lower oil prices could push 10-year bond yields to around 4.75%.
Microsoft and Berkshire Hathaway remain among his favorite picks despite the Fed raising interest rates.
Read the original article: Lower oil prices could lead to a 10% rise in the stock market, according to a Wall Street strategist by Lockridge Okoth at ar.beincrypto.com
133
Top 5 Market Movers This Week That Could Affect Stocks and Digital CurrenciesIn short
The Fed raised rates two weeks ago. This week will determine whether it will do so again.
Market watchers expect 90,000 jobs in September, down from 162,000 in August.
Core inflation for the Personal Consumption Expenditures price index is expected to be 3.4%, far above the Federal Reserve’s 2% target.
Top 5 Market Movers This Week That Could Affect Stocks and Digital Currencies
In short
The Fed raised rates two weeks ago. This week will determine whether it will do so again.
Market watchers expect 90,000 jobs in September, down from 162,000 in August.
Core inflation for the Personal Consumption Expenditures price index is expected to be 3.4%, far above the Federal Reserve’s 2% target.
The Fed raised rates two weeks ago. This week will determine whether it will do so again.
Market watchers expect 90,000 jobs in September, down from 162,000 in August.
Core inflation for the Personal Consumption Expenditures price index is expected to be 3.4%, far above the Federal Reserve’s 2% target.
1
1
1
3.4k
The advice Elon Musk’s mother gave him that he rejected before Tesla, SpaceX, and moreIn short
Maaybe Musk told Elon to run one company, so he founded six instead.
Forbes now estimates his wealth at $92.9 billion, most of it in the company’s shares.
She still sleeps in his garage when you visit Starbase in Texas.
Read the original article: The advice Elon Musk’s mother gave him that he rejected before Tesla, SpaceX, and more by Lockridge Okoth at ar.beincrypto.com
The advice Elon Musk’s mother gave him that he rejected before Tesla, SpaceX, and more
In short
Maaybe Musk told Elon to run one company, so he founded six instead.
Forbes now estimates his wealth at $92.9 billion, most of it in the company’s shares.
She still sleeps in his garage when you visit Starbase in Texas.
Read the original article: The advice Elon Musk’s mother gave him that he rejected before Tesla, SpaceX, and more by Lockridge Okoth at ar.beincrypto.com
Maaybe Musk told Elon to run one company, so he founded six instead.
Forbes now estimates his wealth at $92.9 billion, most of it in the company’s shares.
She still sleeps in his garage when you visit Starbase in Texas.
Read the original article: The advice Elon Musk’s mother gave him that he rejected before Tesla, SpaceX, and more by Lockridge Okoth at ar.beincrypto.com
1
351
Did MicroStrategy buy more Bitcoin? Michael Saylor hints againIn short
Saylor shared another 'orange' Bitcoin chart on Sunday, pointing to a new purchase.
The last similar post came a day before the purchase of 950 Bitcoins.
Keep the strategy of holding 846,000 Bitcoins, and a file on Monday will confirm any new purchase operation.
Read the original article: Did MicroStrategy buy more Bitcoin? Michael Saylor hints again by Lockridge Okoth at ar.beincrypto.com
Did MicroStrategy buy more Bitcoin? Michael Saylor hints again
In short
Saylor shared another 'orange' Bitcoin chart on Sunday, pointing to a new purchase.
The last similar post came a day before the purchase of 950 Bitcoins.
Keep the strategy of holding 846,000 Bitcoins, and a file on Monday will confirm any new purchase operation.
Read the original article: Did MicroStrategy buy more Bitcoin? Michael Saylor hints again by Lockridge Okoth at ar.beincrypto.com
Saylor shared another 'orange' Bitcoin chart on Sunday, pointing to a new purchase.
The last similar post came a day before the purchase of 950 Bitcoins.
Keep the strategy of holding 846,000 Bitcoins, and a file on Monday will confirm any new purchase operation.
Read the original article: Did MicroStrategy buy more Bitcoin? Michael Saylor hints again by Lockridge Okoth at ar.beincrypto.com
181
Could China reopen the AI market for Nvidia? How will NVDA shares react on Monday?In short
China may allow Alibaba and ByteDance to buy a new Nvidia chip.
The chip is a workstation card, not the best hardware for a data center from Nvidia.
Nvidia’s current forecasts still count zero sales of data-center chips in China.
Read the original article: Could China reopen the AI market for Nvidia? How will NVDA shares react on Monday? By Lockridge Okoth on ar.beincrypto.com
Could China reopen the AI market for Nvidia? How will NVDA shares react on Monday?
In short
China may allow Alibaba and ByteDance to buy a new Nvidia chip.
The chip is a workstation card, not the best hardware for a data center from Nvidia.
Nvidia’s current forecasts still count zero sales of data-center chips in China.
Read the original article: Could China reopen the AI market for Nvidia? How will NVDA shares react on Monday? By Lockridge Okoth on ar.beincrypto.com
China may allow Alibaba and ByteDance to buy a new Nvidia chip.
The chip is a workstation card, not the best hardware for a data center from Nvidia.
Nvidia’s current forecasts still count zero sales of data-center chips in China.
Read the original article: Could China reopen the AI market for Nvidia? How will NVDA shares react on Monday? By Lockridge Okoth on ar.beincrypto.com
101
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GoldFallsTo$4144
653 views
24 Discussing
🔎Something about gold's selloff doesn't add up...
#GoldFallsTo$4144
Oil is back above $100. Middle East risk is still elevated. Yet gold is getting hammered toward $4,144.
Shouldn't those things be pushing investors into gold?
Here's where it gets interesting.
The market isn't treating this primarily as a “war = safe haven” story anymore.
It's treating it as an inflation → rates story.
Reuters reports that the jump in oil prices is strengthening expectations that the Fed may keep policy tighter, putting pressure on gold.
The chain looks like this:
Hormuz risk → oil ↑ → inflation risk ↑ → rate expectations ↑ → yields ↑ → gold ↓
That's the paradox.
The geopolitical shock is creating the very inflationary pressure that makes holding a zero-yield asset less attractive.
And that's why I'm watching oil and Treasury yields, not just the headlines coming out of the Middle East.
If oil stays elevated, the next gold move may have less to do with “safe haven demand” and much more to do with how long the Fed can realistically stay tight.
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