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Bitcoin : Goldman Sachs changes its mind about Fed rates The crypto market enters a new phase of uncertainty as Goldman Sachs reviews its monetary outlook. The U.S. bank now expects a hike in Fed rates next week, following higher-than-expected core inflation in August. This shift comes as bitcoin trades below $80,000. Investors have adjusted their expectations, with the probability of a rate increase now approaching 90%. The September decision could influence market reactions. Goldman Sachs now expects a 25-basis-point increase in Fed rates in September. Core inflation in the United States reached 0.3% in August, versus the expected 0.2%. The probability of a rate hike is now above 86%, according to CME’s FedWatch. Bitcoin remains below $80,000 despite a favorable technical signal on the daily chart. Bitcoin’s “golden cross” ultimately did not hold through the close. Goldman Sachs abandons its status-quo scenario On July 31, Goldman Sachs defended the hypothesis of a Fed with unchanged policy until the end of 2026. At the time, the bank estimated that rates would remain stable, with underlying monthly inflation likely to slow down. However, new data led its analysts to revise this forecast. Now, the team led by David Mericle expects a 25-basis-point increase at the September 16 meeting. The FOMC could raise its target range for the federal funds rate from 3.50% to 3.75%. JPMorgan, Citigroup, Mitsubishi UFJ, and TD Securities also share this view. In this context, the price of bitcoin stays below $80,000 as markets price in a different monetary environment. $GOLF.US {stock_us}(GOLF.US) $SAC.US {stock_us}(SAC.US) $MITK.US {stock_us}(MITK.US) #Goldman
Bitcoin : Goldman Sachs changes its mind about Fed rates

The crypto market enters a new phase of uncertainty as Goldman Sachs reviews its monetary outlook. The U.S. bank now expects a hike in Fed rates next week, following higher-than-expected core inflation in August. This shift comes as bitcoin trades below $80,000. Investors have adjusted their expectations, with the probability of a rate increase now approaching 90%. The September decision could influence market reactions.

Goldman Sachs now expects a 25-basis-point increase in Fed rates in September.

Core inflation in the United States reached 0.3% in August, versus the expected 0.2%.

The probability of a rate hike is now above 86%, according to CME’s FedWatch.

Bitcoin remains below $80,000 despite a favorable technical signal on the daily chart.

Bitcoin’s “golden cross” ultimately did not hold through the close.

Goldman Sachs abandons its status-quo scenario

On July 31, Goldman Sachs defended the hypothesis of a Fed with unchanged policy until the end of 2026. At the time, the bank estimated that rates would remain stable, with underlying monthly inflation likely to slow down. However, new data led its analysts to revise this forecast.

Now, the team led by David Mericle expects a 25-basis-point increase at the September 16 meeting. The FOMC could raise its target range for the federal funds rate from 3.50% to 3.75%. JPMorgan, Citigroup, Mitsubishi UFJ, and TD Securities also share this view.

In this context, the price of bitcoin stays below $80,000 as markets price in a different monetary environment.

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$SAC.US
$MITK.US
#Goldman
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GOLFUS-0.68%
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Goldman Sachs Leads XRP ETFs with $87.45 Million Among the declared institutional holders of XRP ETFs in the second quarter of the year, Goldman Sachs was in first place. The banking institution showed exposure of $87.45 million as of June 30, well ahead of Jane Street and Millennium Management. In total, the identified banks held $183.5 million in stakes. These figures confirm the integration of XRP products on Wall Street, without necessarily indicating that these firms are directly anticipating a rise in the cryptocurrency. Goldman Sachs dominates institutional positions with $87.45 million in declared XRP ETF holdings. Jane Street and Millennium Management complete the podium, far behind the American bank. The 13F filings do not prove a bullish bet by institutions on XRP. XRP ETFs continue their progress, with nearly $1.48 billion in net assets. Institutional positions remain a minority, representing around 12.4% of the net assets of XRP ETFs. Goldman concentrates nearly half of the known positions While inflows into XRP ETFs reach a historic record, the statistics come from 13F forms. These filings make it possible to count various positions held by U.S. managers overseeing at least $100 million in eligible assets. The ranking of the five main banks reveals the advantage taken by Goldman Sachs: Goldman Sachs held $87.45 million in XRP ETF stakes; Jane Street took second place with $16.64 million; Millennium Management followed with $16.20 million; Intesa Sanpaolo declared exposure of $14.42 million; Marex UK Holdings completed the group with $8.12 million. $XRP {spot}(XRPUSDT) $GOLD.US {stock_us}(GOLD.US) $SAND {spot}(SANDUSDT) #Goldman
Goldman Sachs Leads XRP ETFs with $87.45 Million

Among the declared institutional holders of XRP ETFs in the second quarter of the year, Goldman Sachs was in first place. The banking institution showed exposure of $87.45 million as of June 30, well ahead of Jane Street and Millennium Management. In total, the identified banks held $183.5 million in stakes. These figures confirm the integration of XRP products on Wall Street, without necessarily indicating that these firms are directly anticipating a rise in the cryptocurrency.

Goldman Sachs dominates institutional positions with $87.45 million in declared XRP ETF holdings.

Jane Street and Millennium Management complete the podium, far behind the American bank.

The 13F filings do not prove a bullish bet by institutions on XRP.

XRP ETFs continue their progress, with nearly $1.48 billion in net assets.

Institutional positions remain a minority, representing around 12.4% of the net assets of XRP ETFs.

Goldman concentrates nearly half of the known positions

While inflows into XRP ETFs reach a historic record, the statistics come from 13F forms. These filings make it possible to count various positions held by U.S. managers overseeing at least $100 million in eligible assets.

The ranking of the five main banks reveals the advantage taken by Goldman Sachs:

Goldman Sachs held $87.45 million in XRP ETF stakes;

Jane Street took second place with $16.64 million;

Millennium Management followed with $16.20 million;

Intesa Sanpaolo declared exposure of $14.42 million;

Marex UK Holdings completed the group with $8.12 million.

$XRP
$GOLD.US
$SAND
#Goldman
XRP+5.68%
GOLDUS-2.05%
Article
🚨 Institutional Tsunami: Goldman Sachs, Citi, BofA Among 21 Global Giants to Launch USD StablecoinThe boundary between traditional finance (TradFi) and decentralized infrastructure has just been permanently erased. According to breaking institutional reports, a massive consortium of 21 global financial powerhouses—including Wall Street titans Goldman Sachs, Citi, and Bank of America—are joining forces to launch a fully regulated, fiat-backed USD stablecoin. The consortium plans to formally establish a dedicated new enterprise in the second half of 2026, targeting an official commercial rollout in the first half of 2027. This represents the largest coordinated banking entry into the digital asset ecosystem to date. 📅 The Master Timeline This is not a vague corporate concept—it is a structured, multi-phase operational roadmap: H2 2026 (The Setup): The 21 global institutions will finalize structural frameworks and establish a new joint-venture corporate entity. This entity will manage the asset backing, compliance nodes, and minting/burning protocols.H1 2027 (The Launch): The institutional stablecoin will officially hit public distributed ledgers. It will immediately target high-velocity enterprise applications, cross-border settlement, and institutional liquidity pools. 🔎 Why Wall Street is Building Its Own Stablecoin Right now, the broader crypto market cap is holding steady around $2.61 trillion. While retail users rely heavily on existing stablecoins for trading, TradFi giants want a settlement tool built specifically for corporate architecture. Capturing the Yield: Stablecoin issuers generate massive profits by backing their tokens with yield-bearing U.S. Treasury bills. Wall Street banks want to capture these billions in revenue directly rather than leaving them to crypto-native firms.Atomic Settlement: Major institutions are moving toward "tokenizing" real-world assets (RWA). Having an native, internal USD stablecoin allows these banks to settle multi-million dollar bond and equity trades instantly, 24/7, without relying on legacy settlement systems.Regulatory Safety: By building a coin directly inside banking guardrails, these firms ensure total compliance with evolving international policies, including the shifting cross-border rules taking effect this month. 💡 The Big Takeaway for Square Traders This is the ultimate validation of blockchain technology. When the biggest banks in human history stop trying to fight stablecoins and instead choose to build their own, the debate over the long-term survival of digital assets is officially over. While the commercial rollout isn't slated until H1 2027, the infrastructure setup starting later this year will likely accelerate institutional capital rotation into enterprise-grade blockchain networks. Will Wall Street's token completely replace crypto-native stablecoins, or will decentralized alternatives reign supreme? Let’s hear your predictions below! Disclaimer: This post is for informational and educational purposes only and does not constitute financial, legal, or investment advice. Always Do Your Own Research (DYOR). #goldman #citi #Write2Earn

🚨 Institutional Tsunami: Goldman Sachs, Citi, BofA Among 21 Global Giants to Launch USD Stablecoin

The boundary between traditional finance (TradFi) and decentralized infrastructure has just been permanently erased.
According to breaking institutional reports, a massive consortium of 21 global financial powerhouses—including Wall Street titans Goldman Sachs, Citi, and Bank of America—are joining forces to launch a fully regulated, fiat-backed USD stablecoin.
The consortium plans to formally establish a dedicated new enterprise in the second half of 2026, targeting an official commercial rollout in the first half of 2027. This represents the largest coordinated banking entry into the digital asset ecosystem to date.
📅 The Master Timeline
This is not a vague corporate concept—it is a structured, multi-phase operational roadmap:
H2 2026 (The Setup): The 21 global institutions will finalize structural frameworks and establish a new joint-venture corporate entity. This entity will manage the asset backing, compliance nodes, and minting/burning protocols.H1 2027 (The Launch): The institutional stablecoin will officially hit public distributed ledgers. It will immediately target high-velocity enterprise applications, cross-border settlement, and institutional liquidity pools.
🔎 Why Wall Street is Building Its Own Stablecoin
Right now, the broader crypto market cap is holding steady around $2.61 trillion. While retail users rely heavily on existing stablecoins for trading, TradFi giants want a settlement tool built specifically for corporate architecture.
Capturing the Yield: Stablecoin issuers generate massive profits by backing their tokens with yield-bearing U.S. Treasury bills. Wall Street banks want to capture these billions in revenue directly rather than leaving them to crypto-native firms.Atomic Settlement: Major institutions are moving toward "tokenizing" real-world assets (RWA). Having an native, internal USD stablecoin allows these banks to settle multi-million dollar bond and equity trades instantly, 24/7, without relying on legacy settlement systems.Regulatory Safety: By building a coin directly inside banking guardrails, these firms ensure total compliance with evolving international policies, including the shifting cross-border rules taking effect this month.
💡 The Big Takeaway for Square Traders
This is the ultimate validation of blockchain technology. When the biggest banks in human history stop trying to fight stablecoins and instead choose to build their own, the debate over the long-term survival of digital assets is officially over.
While the commercial rollout isn't slated until H1 2027, the infrastructure setup starting later this year will likely accelerate institutional capital rotation into enterprise-grade blockchain networks.
Will Wall Street's token completely replace crypto-native stablecoins, or will decentralized alternatives reign supreme? Let’s hear your predictions below!
Disclaimer: This post is for informational and educational purposes only and does not constitute financial, legal, or investment advice. Always Do Your Own Research (DYOR).
#goldman #citi #Write2Earn
#GoldmanCutsGoldTargetTo$4900 📉 Gold is losing its shine due to the Warsh Fed Goldman Sachs has slashed its gold target for the end of 2026 to $4,900, down from **$5,400 to $4,900 per ounce**. Gold is currently trading around **$4,168**, marking its third consecutive week of losses and a 25% pullback from its all-time high in January (~$5,600). 🔥 Why did Goldman cut its target? 1. The Warsh Fed buries rate cuts On Tuesday, the Fed held rates steady (3.50%-3.75%), but 9 out of 18 members project at least one hike in 2026. Goldman pushed back its rate cut forecasts to June and December 2027 (previously expecting cuts in December 2026). Without cuts, gold loses its main fuel. 2. Massive ETF outflows in gold Gold ETFs saw outflows of **$2 billion in May**, with Asian funds experiencing their first monthly outflow since August 2025 (-$1.2B). 3. Risk of a drop to $4,400** If the Fed raises rates, Goldman warns that gold could drop to **$4,400 by year-end. 🟢 The silver lining: central banks are still buying Despite the cut, Goldman maintains a "structurally constructive" view on gold in the medium term. Central banks added 19 tons in April, and a World Gold Council survey shows that 45% plan to increase their reserves in the coming year. 🧠 What does this mean for the crypto market? · Gold becomes less attractive due to high rates → capital could rotate into Bitcoin as an alternative store of value. · But beware: if the Fed raises rates, the dollar strengthens and liquidity tightens → bearish for all risk assets, including crypto. Goldman sees gold with short-term bearish risks but medium-term bullish potential. For Bitcoin, the market continues to move in sync with the Warsh Fed. Do you think gold will find a floor at $4,000 or will the drop continue? 👇 #Goldman #XAUUSD #Fed $XAU $XAUT #MacroEconomía #Bitcoin
#GoldmanCutsGoldTargetTo$4900 📉 Gold is losing its shine due to the Warsh Fed

Goldman Sachs has slashed its gold target for the end of 2026 to $4,900, down from **$5,400 to $4,900 per ounce**. Gold is currently trading around **$4,168**, marking its third consecutive week of losses and a 25% pullback from its all-time high in January (~$5,600).

🔥 Why did Goldman cut its target?

1. The Warsh Fed buries rate cuts
On Tuesday, the Fed held rates steady (3.50%-3.75%), but 9 out of 18 members project at least one hike in 2026. Goldman pushed back its rate cut forecasts to June and December 2027 (previously expecting cuts in December 2026). Without cuts, gold loses its main fuel.

2. Massive ETF outflows in gold
Gold ETFs saw outflows of **$2 billion in May**, with Asian funds experiencing their first monthly outflow since August 2025 (-$1.2B).

3. Risk of a drop to $4,400**
If the Fed raises rates, Goldman warns that gold could drop to **$4,400 by year-end.

🟢 The silver lining: central banks are still buying

Despite the cut, Goldman maintains a "structurally constructive" view on gold in the medium term. Central banks added 19 tons in April, and a World Gold Council survey shows that 45% plan to increase their reserves in the coming year.

🧠 What does this mean for the crypto market?

· Gold becomes less attractive due to high rates → capital could rotate into Bitcoin as an alternative store of value.
· But beware: if the Fed raises rates, the dollar strengthens and liquidity tightens → bearish for all risk assets, including crypto.

Goldman sees gold with short-term bearish risks but medium-term bullish potential. For Bitcoin, the market continues to move in sync with the Warsh Fed.

Do you think gold will find a floor at $4,000 or will the drop continue? 👇

#Goldman #XAUUSD #Fed $XAU $XAUT #MacroEconomía #Bitcoin
#Goldman *Goldman Sachs Scraps All 2026 Fed Rate Cuts: 'Higher for Longer' Extended to June 2027 on Hot Labor, AI Boom* Goldman Sachs calls off all Fed rate cuts for 2026, citing a red-hot economy fueled by stronger-than-expected labor data and massive AI investments. Risk assets on notice. 1. *No Relief This Year*: Goldman’s new forecast kills any 2026 cut hopes. First potential rate relief pushed to June 2027. That’s 12+ months of restrictive policy left if Fed follows suit. 2. *Hike Odds Double*: Probability of a Fed rate _hike_ jumps to 20%. Labor market strength + AI capex surge keeping inflation pressures sticky. The “soft landing” narrative gets tested. 3. *Market Impact*: “Higher for longer” squeezes tech valuations, crypto, and growth. Bonds, dollar strength, and borrowing costs stay elevated. Liquidity conditions tight through 2026. *Bottom Line*: Macro headwinds intensify. If Fed holds the line, risk-on trades face a longer uphill battle. Not financial advice.
#Goldman
*Goldman Sachs Scraps All 2026 Fed Rate Cuts: 'Higher for Longer' Extended to June 2027 on Hot Labor, AI Boom*

Goldman Sachs calls off all Fed rate cuts for 2026, citing a red-hot economy fueled by stronger-than-expected labor data and massive AI investments. Risk assets on notice.

1. *No Relief This Year*: Goldman’s new forecast kills any 2026 cut hopes. First potential rate relief pushed to June 2027. That’s 12+ months of restrictive policy left if Fed follows suit.
2. *Hike Odds Double*: Probability of a Fed rate _hike_ jumps to 20%. Labor market strength + AI capex surge keeping inflation pressures sticky. The “soft landing” narrative gets tested.
3. *Market Impact*: “Higher for longer” squeezes tech valuations, crypto, and growth. Bonds, dollar strength, and borrowing costs stay elevated. Liquidity conditions tight through 2026.

*Bottom Line*:
Macro headwinds intensify. If Fed holds the line, risk-on trades face a longer uphill battle. Not financial advice.
🚀 #WallStreet Split: #Goldman Sachs CEO Backs "#Clarity " Law, Defying Banking Sector Concerns! 🏦 ⚖️ ✨ 💎 Goldman Sachs Bets on the "Future of Crypto"... and Affirms: Clarity of Regulations is More Important than Protecting Traditional Banking Interests! ✅ 🏛️ 🤝 👑 $BTC {spot}(BTCUSDT) $LINK {spot}(LINKUSDT)
🚀 #WallStreet Split: #Goldman Sachs CEO Backs "#Clarity " Law, Defying Banking Sector Concerns! 🏦 ⚖️ ✨

💎 Goldman Sachs Bets on the "Future of Crypto"... and Affirms: Clarity of Regulations is More Important than Protecting Traditional Banking Interests! ✅ 🏛️ 🤝 👑

$BTC
$LINK
red envelope
Good luck 🤞
From SamOnion
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🪙 XRP ETFs continue to attract money American spot XRP ETFs have logged 11 consecutive trading sessions with net inflows. Over this period, the funds pulled in about $170 million, and the total inflow since launch has already reached $1.68 billion. Interestingly, among the largest institutional holders of XRP ETFs are #Goldman Sachs ($87.4 million), #Jane Street ($16.6 million), and $Millennium ($16.2 million). But there’s a catch: such positions don’t necessarily mean the companies simply “bought XRP and are waiting for it to rise.” Some could be related to market-making, arbitrage, or hedging. 📌 Demand for XRP through traditional financial instruments continues to grow. $XRP
🪙 XRP ETFs continue to attract money

American spot XRP ETFs have logged 11 consecutive trading sessions with net inflows. Over this period, the funds pulled in about $170 million, and the total inflow since launch has already reached $1.68 billion.

Interestingly, among the largest institutional holders of XRP ETFs are #Goldman Sachs ($87.4 million), #Jane Street ($16.6 million), and $Millennium ($16.2 million).

But there’s a catch: such positions don’t necessarily mean the companies simply “bought XRP and are waiting for it to rise.” Some could be related to market-making, arbitrage, or hedging.

📌 Demand for XRP through traditional financial instruments continues to grow.
$XRP
🔴 Goldman Sachs capitulated late Friday, abandoning its standalone call for a Fed pause next week. With all major Wall Street banks now unified in expecting a rate hike, institutional monetary expectations 📉 have fully repriced. Prolonged cost-of-capital pressures threaten to squeeze crypto liquidity ⚡ in the near term. Watch spot order books closely as rate volatility shifts ahead of the policy decision. Will the consensus Fed rate hike trigger a fresh liquidity contraction for Bitcoin or is it already priced in? 👇 #fed #macro #rates #liquidity #goldman
🔴 Goldman Sachs capitulated late Friday, abandoning its standalone call for a Fed pause next week. With all major Wall Street banks now unified in expecting a rate hike, institutional monetary expectations 📉 have fully repriced. Prolonged cost-of-capital pressures threaten to squeeze crypto liquidity ⚡ in the near term. Watch spot order books closely as rate volatility shifts ahead of the policy decision.

Will the consensus Fed rate hike trigger a fresh liquidity contraction for Bitcoin or is it already priced in? 👇

#fed #macro #rates #liquidity #goldman
🔴 Goldman Sachs capitulated late Friday night, abandoning its own sole call for an FOMC pause next week. Now that all major Wall Street banks unanimously expect a rate hike, institutional monetary expectations 📉 have been fully repriced. Prolonged pressure on the cost of capital threatens to squeeze cryptocurrency liquidity ⚡ in the near term. Watch the spot order books closely, as rate volatility shifts ahead of the policy decision. Will the consensus FOMC rate hike trigger a new liquidity pullback for Bitcoin, or is that already priced in? 👇 #fed #macro #rates #liquidity #goldman
🔴 Goldman Sachs capitulated late Friday night, abandoning its own sole call for an FOMC pause next week. Now that all major Wall Street banks unanimously expect a rate hike, institutional monetary expectations 📉 have been fully repriced. Prolonged pressure on the cost of capital threatens to squeeze cryptocurrency liquidity ⚡ in the near term. Watch the spot order books closely, as rate volatility shifts ahead of the policy decision.

Will the consensus FOMC rate hike trigger a new liquidity pullback for Bitcoin, or is that already priced in? 👇

#fed #macro #rates #liquidity #goldman
🔴 Goldman Sachs capitulated on Friday night, abandoning its solitary stance of a pause in the Fed next week. With all the major Wall Street banks now aligned in expecting a rate hike, institutional monetary expectations 📉 have been fully recalibrated. Prolonged pressures from the cost of capital threaten to squeeze crypto ⚡ liquidity in the short term. Keep a close eye on the spot order books as rate volatility shifts ahead of the policy decision. Will the Fed’s consensus rate hike trigger a fresh contraction of liquidity for Bitcoin, or is it already priced in? 👇 #fed #macro #rates #liquidity #goldman
🔴 Goldman Sachs capitulated on Friday night, abandoning its solitary stance of a pause in the Fed next week. With all the major Wall Street banks now aligned in expecting a rate hike, institutional monetary expectations 📉 have been fully recalibrated. Prolonged pressures from the cost of capital threaten to squeeze crypto ⚡ liquidity in the short term. Keep a close eye on the spot order books as rate volatility shifts ahead of the policy decision.

Will the Fed’s consensus rate hike trigger a fresh contraction of liquidity for Bitcoin, or is it already priced in? 👇

#fed #macro #rates #liquidity #goldman
Goldman Sachs Quietly Exits XRP It's not retail investors running; it's Goldman. Goldman Sachs has fully liquidated its $154 million position in XRP, with the exit timing coinciding with the CLARITY Act's committee passage. The bill just passed, and the top-tier investment bank is offloading. This is completely contrary to the market narrative—everyone is saying compliance is bullish for XRP, but Goldman is sending a different message with their actions. Why? XRP has dropped 63% from its July 2025 high of $3.65, despite a cumulative ETF inflow of $1.37 billion, yet the price remains unmoved, technically breaking below the $1.35 triangle support, with the next line of defense at $1.30. ETF funds are flowing in, but the price isn't rising—this alone is the biggest warning signal. But the flip side is also true—Bloomberg reported today: tokenization is quietly taking root in the least sexy corners of finance, and the market is re-pricing for "innovation-friendly rules." Goldman is selling XRP, but institutions are buying tokenized assets. Goldman is offloading yesterday's narrative, while buying what might be tomorrow's track. Which one are you holding? #XRP #Goldman #代币化 #机构分歧
Goldman Sachs Quietly Exits XRP
It's not retail investors running; it's Goldman.
Goldman Sachs has fully liquidated its $154 million position in XRP, with the exit timing coinciding with the CLARITY Act's committee passage.
The bill just passed, and the top-tier investment bank is offloading.
This is completely contrary to the market narrative—everyone is saying compliance is bullish for XRP, but Goldman is sending a different message with their actions.
Why? XRP has dropped 63% from its July 2025 high of $3.65, despite a cumulative ETF inflow of $1.37 billion, yet the price remains unmoved, technically breaking below the $1.35 triangle support, with the next line of defense at $1.30.
ETF funds are flowing in, but the price isn't rising—this alone is the biggest warning signal.
But the flip side is also true—Bloomberg reported today: tokenization is quietly taking root in the least sexy corners of finance, and the market is re-pricing for "innovation-friendly rules."
Goldman is selling XRP, but institutions are buying tokenized assets.
Goldman is offloading yesterday's narrative, while buying what might be tomorrow's track. Which one are you holding?
#XRP #Goldman #代币化 #机构分歧
$KXIA GOLDMAN SACHS RAISES TARGET TO 116K YEN ON AI STORAGE BOOM 🔥 Target: 116,000 yen 🚀 This isn't just another analyst upgrade. Goldman Sachs is calling for NAND pricing power to persist into 2028 — rare for a historically cyclical sector. The key catalyst: AI data center buildout is eating up supply faster than expected, and major memory makers are still prioritizing DRAM capex. Specific data point: Goldman now expects average selling prices to rise 38% in 2027, up from 27% previously. With Kioxia focusing on price discipline over volume, margins could peak higher than the market expects. Are you positioned for this structural shift in storage? Not financial advice. Always manage your risk. #KXIA #AI #NAND #Storage #Goldman 🔥
$KXIA GOLDMAN SACHS RAISES TARGET TO 116K YEN ON AI STORAGE BOOM 🔥

Target: 116,000 yen 🚀

This isn't just another analyst upgrade. Goldman Sachs is calling for NAND pricing power to persist into 2028 — rare for a historically cyclical sector. The key catalyst: AI data center buildout is eating up supply faster than expected, and major memory makers are still prioritizing DRAM capex.

Specific data point: Goldman now expects average selling prices to rise 38% in 2027, up from 27% previously. With Kioxia focusing on price discipline over volume, margins could peak higher than the market expects. Are you positioned for this structural shift in storage?

Not financial advice. Always manage your risk.

#KXIA #AI #NAND #Storage #Goldman

🔥
🔴 Goldman Lowers Gold Target: Hopes for Rate Cuts Fade, ETF Withdrawals Accelerate Goldman Sachs just took a $500 hit on its gold price forecast for 2026, now expecting $4,900 per ounce. This isn't just a minor adjustment; it's a direct response to markets abandoning the idea of early Fed rate cuts. The bank's analysts are seeing weaker demand for gold-backed ETFs, which experienced outflows of $2 billion just in May. Asian funds are particularly weak, recording their first monthly outflow since August 2025. Investor positioning screams bearish sentiment, with the put-call skew on the primary gold ETF reaching levels unseen since 2017. The Fed's hawkish shift, with some officials even considering rate hikes, crushes gold's appeal as a hedge against policy. Goldman warns that gold could drop to $4,400 if the Fed actually raises rates. Despite short-term pain, central bank buying and planned reserve increases provide a floor, but the path forward is tactically cautious. 📊 Expect a short-term bearish wave on risk assets as gold's appeal as a safe haven diminishes. This could put pressure on BTC and ETH as liquidity tightens, with potential spillover to high-beta altcoins over the next 1-2 weeks. What's next for gold? 👇 #gold #goldman #etf #fed #rates
🔴 Goldman Lowers Gold Target: Hopes for Rate Cuts Fade, ETF Withdrawals Accelerate

Goldman Sachs just took a $500 hit on its gold price forecast for 2026, now expecting $4,900 per ounce. This isn't just a minor adjustment; it's a direct response to markets abandoning the idea of early Fed rate cuts. The bank's analysts are seeing weaker demand for gold-backed ETFs, which experienced outflows of $2 billion just in May. Asian funds are particularly weak, recording their first monthly outflow since August 2025. Investor positioning screams bearish sentiment, with the put-call skew on the primary gold ETF reaching levels unseen since 2017. The Fed's hawkish shift, with some officials even considering rate hikes, crushes gold's appeal as a hedge against policy. Goldman warns that gold could drop to $4,400 if the Fed actually raises rates. Despite short-term pain, central bank buying and planned reserve increases provide a floor, but the path forward is tactically cautious.

📊 Expect a short-term bearish wave on risk assets as gold's appeal as a safe haven diminishes. This could put pressure on BTC and ETH as liquidity tightens, with potential spillover to high-beta altcoins over the next 1-2 weeks.

What's next for gold? 👇

#gold #goldman #etf #fed #rates
INSIGHT: Wall Street analysts launched coverage of SpaceX with price targets ranging from $205 to $800 following the end of the IPO quiet period. Goldman Sachs set a $205 target, Morgan Stanley went to $300, and Raymond James issued the Street-high target of $800. #SpaceX #Goldman #IPO #news #BREAKING
INSIGHT: Wall Street analysts launched coverage of SpaceX with price targets ranging from $205 to $800 following the end of the IPO quiet period.

Goldman Sachs set a $205 target, Morgan Stanley went to $300, and Raymond James issued the Street-high target of $800. #SpaceX #Goldman #IPO #news #BREAKING
SPCX+0.34%
SPCXUS-1.60%
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Article
⚡ GOLDMAN SACHS CUT ITS $ETH ETF BY 70%. BITMINE HAS $12B AND DIDN'T SELL A TOKEN.Goldman Sachs slashed its position in the Ethereum ETF by 70% in Q1 2026 — from $400 million down to $114 million. At the same time, they opened a new position of $67 million in the iShares ETH staking ETF. That's not an exit from Ethereum; it's a rotation from a non-staking ETF to a staking one. Goldman didn't sell the ETH thesis — they just switched the product they're using to express it. — — — — — — — — — — 💣 BOMB ALERT: Goldman held $114M in the ETH ETF and opened $67M in staking ETH. Bitmine has $12 billion in ETH and hasn't sold a thing. The DTCC has a tokenization pilot on ETH set for July. CoinShares reported outflows of $1 billion in BTC last week — but ETH is holding up better than Bitcoin relatively this week. The stablecoin supply in the network remains at a record $323.3 billion. Prices are dipping. Those in the know aren't selling.

⚡ GOLDMAN SACHS CUT ITS $ETH ETF BY 70%. BITMINE HAS $12B AND DIDN'T SELL A TOKEN.

Goldman Sachs slashed its position in the Ethereum ETF by 70% in Q1 2026 — from $400 million down to $114 million. At the same time, they opened a new position of $67 million in the iShares ETH staking ETF. That's not an exit from Ethereum; it's a rotation from a non-staking ETF to a staking one. Goldman didn't sell the ETH thesis — they just switched the product they're using to express it.
— — — — — — — — — —
💣 BOMB ALERT:
Goldman held $114M in the ETH ETF and opened $67M in staking ETH. Bitmine has $12 billion in ETH and hasn't sold a thing. The DTCC has a tokenization pilot on ETH set for July. CoinShares reported outflows of $1 billion in BTC last week — but ETH is holding up better than Bitcoin relatively this week. The stablecoin supply in the network remains at a record $323.3 billion. Prices are dipping. Those in the know aren't selling.
🔴 Goldman Slashes Gold Target: Rate Cut Hopes Fade, ETF Outflows Surge Goldman Sachs just took a $500 axe to its 2026 gold price forecast, now calling for $4,900 an ounce. This isn't just a minor tweak; it's a direct response to markets ditching the idea of early Fed rate cuts. The bank's analysts are seeing weaker demand for gold-backed ETFs, which saw a $2 billion outflow in May alone. Asian funds are particularly weak, logging their first monthly outflow since August 2025. Investor positioning is screaming bearish, with put-call skew on the main gold ETF hitting levels not seen since 2017. The Fed's hawkish pivot, with some officials even eyeing hikes, is crushing gold's appeal as a policy hedge. Goldman warns gold could drop to $4,400 if the Fed actually raises rates. Despite the near-term pain, central bank buying and planned reserve growth offer a floor, but the path ahead is tactically cautious. 📊 Expect a short-term bearish ripple across risk assets as gold's safe-haven appeal diminishes. This could pressure BTC and ETH lower as liquidity tightens, with potential spillover into high-beta altcoins over the next 1-2 weeks. #gold #goldman #etf #fed #rates
🔴 Goldman Slashes Gold Target: Rate Cut Hopes Fade, ETF Outflows Surge

Goldman Sachs just took a $500 axe to its 2026 gold price forecast, now calling for $4,900 an ounce. This isn't just a minor tweak; it's a direct response to markets ditching the idea of early Fed rate cuts. The bank's analysts are seeing weaker demand for gold-backed ETFs, which saw a $2 billion outflow in May alone. Asian funds are particularly weak, logging their first monthly outflow since August 2025. Investor positioning is screaming bearish, with put-call skew on the main gold ETF hitting levels not seen since 2017. The Fed's hawkish pivot, with some officials even eyeing hikes, is crushing gold's appeal as a policy hedge. Goldman warns gold could drop to $4,400 if the Fed actually raises rates. Despite the near-term pain, central bank buying and planned reserve growth offer a floor, but the path ahead is tactically cautious.

📊 Expect a short-term bearish ripple across risk assets as gold's safe-haven appeal diminishes. This could pressure BTC and ETH lower as liquidity tightens, with potential spillover into high-beta altcoins over the next 1-2 weeks.

#gold #goldman #etf #fed #rates
🚀 The tech giants are moving the needle—when Goldman Sachs targets a $400 move for Google, it signals the AI supercycle is entering its most aggressive expansion phase. #Goldman Sachs projects Alphabet (GOOG/GOOGL) could reach $400 ahead of Q1 2026 earnings, driven by undervaluation of its AI moat, TPU 8t chip adoption, and accelerating cloud monetization from the Cloud Next ecosystem. ━━━━━━━━━━━━━━━━━━ 🚀 COIN ANALYSIS 1) $FET (Artificial Superintelligence Alliance) • Idea: Google’s TPU 8t expansion strengthens the AI infrastructure narrative. #FET represents the decentralized counterpart to Big Tech AI scaling. • Possible Move: Coiling near mid-range support. A strong Google earnings reaction could trigger a high-beta rotation toward the $2.80 liquidity zone. 2) $TAO (Bittensor) • Idea: Google Cloud’s agentic AI push directly validates decentralized subnet intelligence models, reinforcing #TAO ’s core narrative. • Possible Move: Holding 50-day EMA support. Positive earnings sentiment could lead to leadership in the AI infrastructure rally, targeting ~$310. 3) $RNDR (Render Network) • Idea: AI compute demand is accelerating globally. RNDR benefits from GPU scarcity as decentralized rendering becomes critical infrastructure. • Possible Move: 4H recovery structure intact. Strong macro AI sentiment could push continuation toward the $12.50 resistance zone. ━━━━━━━━━━━━━━━━━━ ⚡ KEY TAKEAWAY When Big Tech earnings confirm AI acceleration, decentralized AI and compute tokens tend to follow with high-beta expansion. Where institutional AI flows go, altcoin liquidity follows.
🚀 The tech giants are moving the needle—when Goldman Sachs targets a $400 move for Google, it signals the AI supercycle is entering its most aggressive expansion phase.

#Goldman Sachs projects Alphabet (GOOG/GOOGL) could reach $400 ahead of Q1 2026 earnings, driven by undervaluation of its AI moat, TPU 8t chip adoption, and accelerating cloud monetization from the Cloud Next ecosystem.

━━━━━━━━━━━━━━━━━━

🚀 COIN ANALYSIS

1) $FET (Artificial Superintelligence Alliance)
• Idea: Google’s TPU 8t expansion strengthens the AI infrastructure narrative. #FET represents the decentralized counterpart to Big Tech AI scaling.

• Possible Move: Coiling near mid-range support. A strong Google earnings reaction could trigger a high-beta rotation toward the $2.80 liquidity zone.

2) $TAO (Bittensor)
• Idea: Google Cloud’s agentic AI push directly validates decentralized subnet intelligence models, reinforcing #TAO ’s core narrative.

• Possible Move: Holding 50-day EMA support. Positive earnings sentiment could lead to leadership in the AI infrastructure rally, targeting ~$310.

3) $RNDR (Render Network)
• Idea: AI compute demand is accelerating globally. RNDR benefits from GPU scarcity as decentralized rendering becomes critical infrastructure.

• Possible Move: 4H recovery structure intact. Strong macro AI sentiment could push continuation toward the $12.50 resistance zone.

━━━━━━━━━━━━━━━━━━
⚡ KEY TAKEAWAY
When Big Tech earnings confirm AI acceleration, decentralized AI and compute tokens tend to follow with high-beta expansion.
Where institutional AI flows go, altcoin liquidity follows.
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