BREAKING: 🇮🇷 🇺🇸 Al Jazeera conferma che l'Iran sta chiedendo un incredibile fondo di "ricostruzione" di $300.000.000.000 all'amministrazione Trump per fermare la guerra.
Stanno anche chiedendo che tutti i beni congelati vengano restituiti in CONTANTE puro immediatamente.#TrumpSendsTougherIranPeaceTerms
The Macro X-Ray: Stripping the Noise From the S&P 🧵
To understand the true health of global capital, and where it is headed next, we must strip away the distorting veil of fiat currency. The chart below visualizes a five-year rolling Z-score of the S&P 500 to Gold ratio.
Statistically, a rolling Z-score measures how many standard deviations a data point sits away from its historical moving average. When this indicator hits the upper green bands, equities are unsustainably expensive relative to hard money and historical norms. When it plunges into the deep red troughs, as it has done only a handful of times in modern history, it signals a severe structural distortion.
Wintermute: ETH Is “Not the Right Asset” for the Current Macro Environment
ETH fell 10.2% this week, continuing to underperform across spot and derivatives markets, with the ETH/BTC ratio pressing 0.0275, according to Wintermute. The firm said Ethereum is “not the right asset for this macro” amid rising yields and renewed inflation concerns.
Additionally, Wintermute argued that being outright long BTC at current levels means betting institutional investors will step back in despite rising Treasury yields and reaccelerating inflation, which may be difficult until markets fully digest the shifting macro backdrop.$ETH
Bitcoin total demand entered into contraction yesterday, after growing since early March driven by speculative demand (perpetual futures).
Speculative demand growth (blue bars) peaked as prices approached $80K and has since slowed down significantly, while spot demand (grey bars) is contracting slightly faster.$BTC #Trump'sIranAttackDelayed
We have been writing that Bitcoin was in for a price correction for several weeks now, mostly amid: - High unrealized profits. - A spike in profit taking in spot and futures markets. - Slowdown of US spot demand. - Technical and On-chain price resistance.
BlackRock trasferisce significativi asset crypto a un exchange centralizzato; questa mossa mostra grande volatilità, magari 👇 cosa ne pensi? Facci sapere le tue suggestioni 💭 qui sotto nel box commenti. Il 18 maggio, BlackRock ha trasferito 2.221 BTC e 26.572 ETH a un exchange centralizzato (CEX), secondo BlockBeats On-chain Detection. Questa mossa mette in evidenza il continuo coinvolgimento di grandi istituzioni finanziarie nel mercato delle criptovalute.$BTC $ETH #SpaceXEyes2TIPO #BlackRockAdds3.14MMSTRShares
secondo il mio punto di vista, che ne pensi? commenta qui sotto La curva dei rendimenti è inclinata positivamente su tutte le scadenze, da tre mesi a 30 anni. Questo è normale e significa che i mercati stanno scontando aumenti dei tassi e inflazione in crescita. Col tempo, la curva si approfondirà ulteriormente man mano che la realtà di tassi di interesse più elevati e inflazione si farà sentire. $BTC
Digital Asset Seeks New Funding at $2 Billion Valuation Led by a16z crypto
According to Bloomberg, blockchain infrastructure firm Digital Asset is raising a new funding round at an approximately $2 billion valuation, with a16z crypto expected to lead roughly $300 million in financing. Digital Asset is the developer behind Canton Network and is backed by DRW, Citadel Securities, and several Wall Street banks. The company previously raised $50 million in 2025 from investors including BNY Mellon and Nasdaq.$BTC CFTC&SECStrengthenOversightCollaborationOnPredictionMarkets