Oil prices are going crazy again—WTI has broken through 100. The Iran war is dragging on endlessly, and the Red Sea and the Strait of Hormuz are both getting hit. Shipping tankers rerouted around Africa adds an extra $2.5 million per vessel. Under this round of macro pressure, traditional markets are starting to shake: the Nasdaq fell 0.64%.
This week has been brutal for Old Ma—Tesla is down to its worst level since 2022, and after SpaceX’s IPO it fell as well. The Starship test still hasn’t even flown, but the stock already softened. Still, the AI space is pretty lively: AMD invested $5 billion to form a strategic partnership with Anthropic. Microsoft and Mistral are expanding AI infrastructure in Europe, and Google rolled out three Gemini models at once.
I think the most interesting part is that the DTCC is set to start trading tokenized stocks. This isn’t just a gimmick—it’s real, gold-and-cash, institutional-grade infrastructure. Assets like $BTC $ETH $SOL may be able to ride this wave of institutionalization and fly a bit longer.
#加密货币 #宏观 #代币化 #AI #Web3
NFA DYOR
This week has been brutal for Old Ma—Tesla is down to its worst level since 2022, and after SpaceX’s IPO it fell as well. The Starship test still hasn’t even flown, but the stock already softened. Still, the AI space is pretty lively: AMD invested $5 billion to form a strategic partnership with Anthropic. Microsoft and Mistral are expanding AI infrastructure in Europe, and Google rolled out three Gemini models at once.
I think the most interesting part is that the DTCC is set to start trading tokenized stocks. This isn’t just a gimmick—it’s real, gold-and-cash, institutional-grade infrastructure. Assets like $BTC $ETH $SOL may be able to ride this wave of institutionalization and fly a bit longer.
#加密货币 #宏观 #代币化 #AI #Web3
NFA DYOR