Notícias

On February 4, Jin10 reported that investors in the Guotou Silver LOF Fund are experiencing difficulties due to significant fluctuations in silver prices. According to Jin10, the fund has faced three consecutive trading halts, yet it still maintains a premium of 64.6%. Zhao Xiangbin, a researcher at the Beijing Gold Economic Development Research Center, noted that when there is a demand for safe-haven assets, gold prices typically rise first, followed by silver. The delay in silver's price increase can range from weeks to months, or even one to two years. Additionally, silver is heavily influenced by industrial raw material demand and industry development needs.

A 62-year-old Hong Kong man was arrested in Bangkok by Thai police on Monday in connection with a murder case that occurred 37 years ago in Hong Kong. According to RTHK, the arrest was made at the request of the Hong Kong Special Administrative Region government. The individual is a suspect in a 1989 murder case and is currently charged with illegal entry, with extradition proceedings underway.

Reports indicate that the suspect was unable to provide identification and admitted during questioning that he was wanted in Hong Kong. He revealed that he fled to Thailand in 1994, where he established a small factory, married a local woman, and fathered three children.

Eurozone government bond yields experienced a slight decline during early trading, indicating market expectations of a decrease in January's inflation preliminary figures. According to Jin10, analysts surveyed by The Wall Street Journal anticipate a year-on-year increase of 1.8% in the Harmonized Consumer Price Index for January, which is below the European Central Bank's target level of 2.0%. Data from the London Stock Exchange Group shows that the yield on Germany's 10-year government bond fell by 0.6 basis points to 2.882%. Meanwhile, the bond market is seeing new supply: Belgium plans to issue a new 30-year government bond maturing in June 2056 through a syndicate, and Germany will auction federal bonds maturing in November 2032. The yield on Belgium's previously issued 30-year OLO bond maturing in June 2055 decreased by 1 basis point to 4.312%.

In recent years, there has been a growing health consciousness among Hong Kong residents, leading to a surge in fitness trends and the expansion of several gym chains. According to Ming Pao, even Japanese fitness operators are looking to capitalize on this trend. RIZAP, a Japanese fitness center operator, has been expanding its brand chocoZAP in Hong Kong since 2023. Known for its 24-hour 'unmanned fitness convenience stores,' chocoZAP is set to open a new location in Sai Wan, with the opening expected by mid-next month.

The U.S. stock market experienced pressure on Tuesday as concerns grew over the impact of advancing AI programming on traditional software and SaaS companies. According to Ming Pao, Wong Bik, the Dean of the Hong Kong Austrian School of Economics, expressed skepticism about the current focus on AI and its profitability model in the U.S. stock market. He noted that there has been ongoing doubt about OpenAI's execution and monetization capabilities. The market, which previously anticipated a perpetual motion trading model with continuous capital flow among related concept stocks, is now beginning to question whether this is merely an attractive bubble.

Recently, NVIDIA's (US: NVDA) proposed multi-billion dollar investment in OpenAI has faced uncertainties, raising doubts about the sustainability of the AI investment frenzy.

Jack Kong, CEO of Nano Labs, posted on X. Speculation about the appointment of a new Federal Reserve Chair, reportedly the son-in-law of Estée Lauder, has led to market instability even before the official announcement. The potential appointment has sparked discussions about the intersection of family interests and monetary policy, drawing comparisons to dramatic narratives. The dual-track policy approach, characterized by simultaneous acceleration and braking, along with the removal of forward guidance, has left the market in uncertainty. A common saying on Wall Street suggests that when the Federal Reserve Chair begins to compromise, the market starts to collapse. Amid this uncertainty, Bitcoin's value proposition has become more apparent.

A Strategy address has significantly increased its holdings in Ethereum (ETH) and Solana (SOL) within a short period. According to ChainCatcher, monitoring by Hyperinsight revealed that the address (0x94d3…) added over $13.045 million to its long positions in ETH and SOL in approximately ten minutes.

The specific actions involved rolling over its ETH long positions around 15:20, accumulating 3,192.17 ETH valued at approximately $7.65 million. Concurrently, the address increased its SOL long positions by 57,342.34 SOL, worth about $5.395 million. Following these transactions, the total value of its ETH long positions rose to $65.9302 million, with an average price of $2,270 per ETH. The SOL long position expanded to $19.5303 million, with an average price of $98.9 per SOL.

This address is known for establishing large-scale short positions in mainstream cryptocurrencies during December, when Strategy made substantial BTC acquisitions. At one point, it became the largest BTC short holder on Hyperliquid, with a position exceeding $100 million.

Arbitrum has successfully regained control of its Governance X account following a security breach. According to Foresight News, the account was compromised yesterday. The company is currently reviewing its security protocols to prevent similar incidents in the future.

Independent macroeconomic research firm Continuum Economics' North American Senior Economist Dave Sloan anticipates a rise of 30,000 in January's ADP employment figures, marking a slowdown from December's increase of 41,000. According to Odaily, the ADP report is expected to be significantly lower than January's nonfarm employment data, with an overall nonfarm employment growth projected at 85,000. While December's ADP data closely matched nonfarm employment figures, recent trends show ADP data consistently underperforming, averaging 22,000 less than nonfarm figures over the past six months. Although the gap narrowed in September and November, it is expected to widen to 50,000 in January. Nonfarm employment is anticipated to rebound from recent retail sector weakness, a factor less impactful on ADP data. January's ADP breakdown is expected to show slight improvements in goods-producing sectors, particularly construction, while service sector growth may slow. The trend of weaker ADP data compared to nonfarm figures is most pronounced in the service sector, with notable discrepancies in education and healthcare industries.

UBS Group's performance in its U.S. wealth management division is under scrutiny due to substantial fund outflows this quarter. According to Jin10, analysts Kian Abouhossein and Amit Ranjan from JPMorgan highlighted concerns in a recent report, noting that despite UBS raising its pre-tax profit margin guidance for the U.S. wealth management sector, the region experienced a net asset outflow of $14.1 billion. While strong inflows in the Asia-Pacific and Europe, Middle East, and Africa regions offset the outflows from the Americas, the overall net inflow for the wealth management business was $8.5 billion, significantly below JPMorgan's previous estimate of $20 billion.

TotalEnergies has partnered with Tikehau Capital to establish a joint investment platform focused on electric vehicle (EV) charging infrastructure. According to Jin10, the venture aims to provide EV charging services in urban areas across Belgium and the Netherlands. The platform is equally owned by both partners, reflecting their commitment to expanding sustainable transportation solutions in these regions.

Spot silver prices have accelerated, surpassing the $90 per ounce mark. According to Jin10, the commodity experienced a daily increase of over 5%, rebounding more than $18 from this week's low.

On February 4, during a routine press conference, Chinese Foreign Ministry spokesperson Lin Jian addressed questions from Bloomberg reporters regarding a proposal by several foreign ministers in Washington. The proposal aims to establish a critical mineral partnership to reduce dependency on China. According to Jin10, Lin Jian stated that China's position on maintaining the stability and security of the global supply chain for critical minerals remains unchanged. He emphasized that all parties have a responsibility to contribute constructively to this effort. Lin also noted that regarding the memorandum between Europe and the United States, China consistently believes that all countries should adhere to market economy principles and international trade rules, enhance communication and dialogue, and jointly maintain the stability and smooth operation of the international supply chain to promote stable global economic development.

The Bhutan government has moved 184 Bitcoin, valued at approximately $14.09 million, to a new wallet address. According to NS3.AI, this substantial transfer indicates a potential deposit into centralized exchanges or the execution of over-the-counter trades. The transaction has garnered attention due to the significant amount involved.

Microsoft has entered into a $750 million cloud partnership with AI search startup Perplexity to bolster its Azure cloud service. According to NS3.AI, this strategic move comes as Microsoft's stock has experienced a 24% decline over the past six months, attributed to weak earnings and underperformance in crucial areas. Despite the stock's downturn, analysts maintain a largely optimistic outlook, viewing the partnership as a potential catalyst for revitalizing Azure's growth and enhancing Microsoft's position in the market.

South Korean stocks experienced a notable rise, closing with an increase of nearly 1.6% and setting a new record high. According to RTHK, the Seoul Composite Index initially fell by almost 1% but later reversed its course. It closed at 5,371 points, marking an increase of 83 points, or 1.57%.

An advisory committee associated with the Democratic Party's Digital Asset Task Force has expressed concerns over South Korea's Financial Services Commission's proposal to limit major shareholder stakes in cryptocurrency exchanges to 15-20%. According to NS3.AI, the advisers advocate for a more comprehensive discussion on the matter, suggesting that risks should be managed through strong legal and institutional frameworks instead of ownership restrictions. They highlight the importance of implementing monitoring, accountability, and checks to prevent conflicts of interest and illegal activities.

Stablecoin USDC has announced an end-to-end, agent-driven hackathon with a prize pool of $30,000 USDC. According to Foresight News, the event will conclude on February 4 at 4:00 Pacific Standard Time. The hackathon features three tracks: agent commerce, best OpenClaw skills, and most innovative smart contracts. The event employs an innovative selection mechanism where agents submit projects, vote, and USDC automatically transfers the prize. It is open to all OpenClaw robots, Clawdbot, Moltbot, and AI agents.

PANews posted on X (formerly Twitter). An online roundtable titled 'Web3 Linking Reality,' co-hosted by Zhihu Finance, PANews, and Solana, has officially launched. The event invites industry experts, seasoned professionals, and academic researchers to engage in discussions. The focus is on the transition from 'on-chain circulation' to 'linking reality,' examining how Web3 is deeply embedding itself into everyday life. Participants are encouraged to join the conversation.

On February 4, Jin10 reported that Hauke Siemssen from Commerzbank highlighted the robust demand for Italy's newly issued 15-year government bonds, which bodes well for Belgium's upcoming 30-year bond issuance. Italy successfully issued €14 billion of new bonds maturing in October 2041. According to interest rate strategists, the bond attracted over €157 billion in orders, indicating strong investor demand at current valuation levels.

Commerzbank anticipates that Belgium's forthcoming bond, maturing in June 2056, will reach a size of €6 billion. In addition to Belgium's syndicate issuance, Germany plans to auction €4 billion of federal bonds maturing in November 2032.