Just days after CryptoQuant urged Strategy () to take a step back on its Bitcoin acquisition strategy, the company has been hit with a huge blow. Strategyās unrealized Bitcoin has risen to $13 billion, one of the biggest in corporate history. Now, the worldās biggest corporate Bitcoin holder is staring at a historic financial hole….
Two hundred fifty million cars run on software from a company most people think is dead. That is the number that put BlackBerry, ticker BB, on my watchlist this week. Not the phone everybody remembers. The operating system, called QNX, sitting inside a quarter of a billion vehicles right now, running the dashboards and the…
The historically reliable 4-year halving cycle suggests that ās current bear market may stretch through Q3 before forming a durable bottom. What about valuation, central banks, money supply, sentiment, and institutional ownership? Bitcoin Key Points The historically reliable 4-year halving cycle suggests that Bitcoinās current bear market may stretch through Q3 before forming a durable…
Market Overview The crypto market capitalisation fell from $2.12T to $2.02T before rebounding to $2.06T, where it had stabilised at the time of writing as active trading began in Europe. Selling pressure intensified after a fresh downward surge in stock indices. This morning, cryptocurrencies again appeared stable or rebounding, but these sentiments will only be…
Market Analysis: The USDTHB pair shows a tendency to move sideways to slightly stronger after US economic data released last night came in relatively robust. Core PCE inflation for May (the Fedās preferred gauge) stood at 3.4% YoY, while headline PCE was at 4.1% YoY, indicating persistent inflationary pressures. Additionally, Q1 GDP was revised up…
The Macro Backdrop: Central Bank Tug-of-War šļøThe persistent markdown we witnessed throughout mid-June was a direct response to a heavy clash of monetary policies across the Atlantic: The Hawkish BoE Split: On June 18, the Bank of England held its benchmark rate steady at 3.75%. However, the 7ā2 vote split revealed a growing hawkish faction,…
XAUUSD: Weekly Downtrend Holds, Buyers Still Need to Prove Strength Market Context Gold sellers returned strongly into Friday, with price still trading near the weak low area after a heavy bearish week. Even though Fed rate-hike expectations have cooled, the US Dollar continues to attract safe-haven demand as global risk sentiment remains fragile and tensions…
The Macro Backdrop: The Liquidity Vacuum šļøThe persistent sideways grind across late June is the direct result of a major structural shift in global liquidity. Following the Federal Reserve’s hawkish policy update under new Chair Kevin Warsh, speculative retail capital has temporarily fled risk assets in favor of premium cash yields. š¦ The Retail Fatigue:…
ICP on the 8H timeframe is currently trading around 2.401 after a sustained decline from the early June high near 3.200, with price now compressing between a descending trendline from above and a key horizontal support level near 2.150ā2.200. The chart shows price spiking from the late April range near 2.300ā2.400 up to a high…
The biggest fortunes in a technological revolution are rarely made by owning yesterdayās bottleneck. Theyāre made by identifying tomorrowās. The Rise of NVIDIA Five years ago, the bottleneck in artificial intelligence was compute. If you wanted exposure to AI, you bought NVIDIA (NVDA). The company built the engine that powered the AI revolution, and the…
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