Macro Caps
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Macro Caps
News, analysis and trends shaping global markets.
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🛢 Brent crude has jumped from $60.7 on January 1 to $90 today. That’s almost a 50% rise in just 8 months.
😅
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📈 $NOW jumps 4.5% Friday to $144.71 after Thursday’s 10% surge, extending a 30%+ August rally.
AI disruption fears ease across software names. ServiceNow’s Q2 showed 24.5% subscription growth, AI ACV topping $1B, and raised full-year guidance. BofA lifted its target to $150.
AI disruption fears ease across software names. ServiceNow’s Q2 showed 24.5% subscription growth, AI ACV topping $1B, and raised full-year guidance. BofA lifted its target to $150.
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🗞 Amazon CEO Andy Jassy sold 20,000 $AMZNB shares on 21 Aug for $5.18M (~$259/share). Filed 25 Aug under a 10b5-1 plan from Nov 2025. He also vested 50k RSUs the same day. Modest vs his remaining stake and Amazon’s size; several other execs sold that week too.
Routine planned trade or a panic signal? 👀
Routine planned trade or a panic signal? 👀
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🔥 Hot take: The October $50k bottom crowd already missed it.
$BTC ripped from the $62k chop to $81k and is sitting near $78k. For that seasonal low to still print, price has to erase this whole rally, break the old lows, and set a new cycle bottom in the next 30 days. That is a lot of damage in a very short window.
Bears keep getting shallower. $62k held for months while everyone waited for the sweep. Looks like they got front-run.
$BTC ripped from the $62k chop to $81k and is sitting near $78k. For that seasonal low to still print, price has to erase this whole rally, break the old lows, and set a new cycle bottom in the next 30 days. That is a lot of damage in a very short window.
Bears keep getting shallower. $62k held for months while everyone waited for the sweep. Looks like they got front-run.
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They bought it
Dump it
$GOLD $TRUMP
Dump it
$GOLD $TRUMP
Macro Caps
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弱気相場A Trump merch account got hijacked last night and used to launch a $60 million memecoin called $GOLD that died in 60 seconds.
Here's what happened:
A $TRUMP collectibles partner account that actually sells official merch got taken over last night. The hijackers used @realtrumpcoins1 (on X) and the linked site to push a brand new Solana token called Trump Digital Gold.
People thought it was official, piled in, and it ripped to $60 million. Then it dumped 95 percent in about a minute. A group of fresh wallets turned roughly $18k into $330k.
The account later claimed over $8 million and said the funds would go toward a bounty on the Trump family. Posts got deleted and the account looks like it was recovered.
Classic crypto. 🤷♂️
Here's what happened:
A $TRUMP collectibles partner account that actually sells official merch got taken over last night. The hijackers used @realtrumpcoins1 (on X) and the linked site to push a brand new Solana token called Trump Digital Gold.
People thought it was official, piled in, and it ripped to $60 million. Then it dumped 95 percent in about a minute. A group of fresh wallets turned roughly $18k into $330k.
The account later claimed over $8 million and said the funds would go toward a bounty on the Trump family. Posts got deleted and the account looks like it was recovered.
Classic crypto. 🤷♂️
翻訳参照
A Trump merch account got hijacked last night and used to launch a $60 million memecoin called $GOLD that died in 60 seconds.
Here's what happened:
A $TRUMP collectibles partner account that actually sells official merch got taken over last night. The hijackers used @realtrumpcoins1 (on X) and the linked site to push a brand new Solana token called Trump Digital Gold.
People thought it was official, piled in, and it ripped to $60 million. Then it dumped 95 percent in about a minute. A group of fresh wallets turned roughly $18k into $330k.
The account later claimed over $8 million and said the funds would go toward a bounty on the Trump family. Posts got deleted and the account looks like it was recovered.
Classic crypto. 🤷♂️
Here's what happened:
A $TRUMP collectibles partner account that actually sells official merch got taken over last night. The hijackers used @realtrumpcoins1 (on X) and the linked site to push a brand new Solana token called Trump Digital Gold.
People thought it was official, piled in, and it ripped to $60 million. Then it dumped 95 percent in about a minute. A group of fresh wallets turned roughly $18k into $330k.
The account later claimed over $8 million and said the funds would go toward a bounty on the Trump family. Posts got deleted and the account looks like it was recovered.
Classic crypto. 🤷♂️
翻訳参照
💡 Did you know: Hal Finney was the first receiver of $BTC
Satoshi sent him the very first Bitcoin transaction on 12 January 2009.
Satoshi sent him the very first Bitcoin transaction on 12 January 2009.
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Glassnode just dropped some tasty on-chain numbers. Long-term holders are sitting on 1.44 million BTC between 62k and 65k. That is a thick support floor right under the market.
Up top, 1.05 million $BTC is stacked between 83k and 86k. That looks like the next supply test, not a ceiling that stops the move.
Price is already holding well above that lower cluster. If this support keeps holding, the path toward that higher wall stays open. LTH conviction looks solid so far.
Up top, 1.05 million $BTC is stacked between 83k and 86k. That looks like the next supply test, not a ceiling that stops the move.
Price is already holding well above that lower cluster. If this support keeps holding, the path toward that higher wall stays open. LTH conviction looks solid so far.
翻訳参照
🚨 Stripe and Advent have called off their bid to buy PayPal $PYPLB , according to Bloomberg. They offered about $53 billion back in July at $60.50 a share, but PayPal's board decided that wasn't enough.
The payments company stays independent for now and will keep working on its turnaround.
The payments company stays independent for now and will keep working on its turnaround.
翻訳参照
Fear of looking dumb is the real limiter.
Most people stay stuck waiting for the “perfect” moment because they’d rather stay invisible than risk being wrong in public. The ones who actually move forward ship the messy version, take the hit, adjust, and keep going.
The lesson you need is usually sitting on the other side of the mistake you’re avoiding.
What’s one thing you almost didn’t start because you were scared of messing it up?
$BTC $NVDAB
Most people stay stuck waiting for the “perfect” moment because they’d rather stay invisible than risk being wrong in public. The ones who actually move forward ship the messy version, take the hit, adjust, and keep going.
The lesson you need is usually sitting on the other side of the mistake you’re avoiding.
What’s one thing you almost didn’t start because you were scared of messing it up?
$BTC $NVDAB
翻訳参照
🗞 Today's recap: Tech carried the whole market today. Nvidia $NVDAB jumped 8.7% after a $96.2B revenue beat and a $108B guide. Salesforce $CRM ripped more than 22% on a strong quarter plus its Anthropic deal. CrowdStrike $CRWD popped over 20%. Nasdaq closed up 1.6% while most other sectors finished lower. Hormel dropped 10% after a miss. Jobless claims came in at 203k. Next up is Warsh at Jackson Hole.
あなたの脳は約12ワットで動いています。ある研究によると、同じような計算能力を今日の半導体で実現しようとすると、約2.7ギガワットかかる可能性があります。⚡
そのためAIは高コスト化しています。IEAによれば、データセンターは2024年に415TWhを使用しており、世界の電力の約1.5%に相当します。そして2030年までに約945TWhに達する可能性があります。米国では、今後10年の電力需要増加のほぼ半分をデータセンターが押し上げるかもしれません。AIの設備投資（capex）が、エネルギー請求書へと変わりつつあります。
$NVDAB $SNDKB $MUB
そのためAIは高コスト化しています。IEAによれば、データセンターは2024年に415TWhを使用しており、世界の電力の約1.5%に相当します。そして2030年までに約945TWhに達する可能性があります。米国では、今後10年の電力需要増加のほぼ半分をデータセンターが押し上げるかもしれません。AIの設備投資（capex）が、エネルギー請求書へと変わりつつあります。
$NVDAB $SNDKB $MUB
🚨 緊急速報：顧客資産が13兆ドル超のチャールズ・シュワブは、今後数カ月でソラナ $SOL 、アバランチ $AVAX 、チェーンリンク $LINK の取引を、同社のシュワブ・クリプト・プラットフォームに追加すると発表しました。
このサービスは5月に開始されたばかりで、ビットコイン $BTC とイーサリアム $ETH に対応しています。これは、より確立されたアルトコインへの迅速な一歩であり、伝統的な証券ブローカーの顧客が、株式やその他の投資と並んで、それらを 1回の取引あたり0.75%の手数料で購入できるようになります。さらに多くの資産は後で追加される予定です。
このサービスは5月に開始されたばかりで、ビットコイン $BTC とイーサリアム $ETH に対応しています。これは、より確立されたアルトコインへの迅速な一歩であり、伝統的な証券ブローカーの顧客が、株式やその他の投資と並んで、それらを 1回の取引あたり0.75%の手数料で購入できるようになります。さらに多くの資産は後で追加される予定です。
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