M9_Crypto

Pontos-chave
TSX subiu 1,5% para 32.470,98
Registra o maior ganho desde 14 de outubro
Mineradores lideram com a recuperação do ouro
Taxa de desemprego cai para 6,5%
Por Fergal Smith
O principal índice de ações do Canadá encerrou uma semana volátil em uma nota forte na sexta-feira, à medida que os preços dos metais subiram e os investidores aproveitaram a recente desvalorização do mercado.
O Índice S&P/TSX Composite TSX subiu 476,38 pontos, ou 1,5%, para 32.470,98, registrando seu maior avanço desde 14 de outubro e recuperando a maior parte da acentuada queda do dia anterior. Na semana, o índice subiu 1,7%.

O Bitcoin experimentou uma de suas correções mais acentuadas nos últimos anos, caindo abaixo do nível de $65.000 e atingindo seu menor preço desde outubro de 2024. A queda reflete a pressão de venda persistente em todo o mercado de criptomoedas, acompanhada por um sentimento macroeconômico deteriorado, liquidez reduzida e posicionamento cauteloso entre os participantes institucionais. A ação recente dos preços sugere que o mercado está entrando em uma fase crítica onde a confiança, mais do que os níveis técnicos sozinhos, pode determinar o próximo movimento direcional.

Key points
Wall Street stocks rally but Nasdaq heads for weekly lossGreenback dips as risk assets catch a bidCryptocurrencies rebound after steep lossesOil rises as US-Iran talks get under wayBy Sinéad Carew and Sophie KiderlinBy Sinéad Carew and Sophie Kiderlin

MSCI's global equities gauge was up more than 1% on Friday after falling in five of the last six sessions, while bitcoin also attempted a comeback from a sharp selloff and spot gold and silver prices attempted to regain some lost ground.

Oil prices were choppy as investors monitored talks between the United States and Iran and assessed the possibility of a supply-disrupting Middle East conflict.

An equities rally on Wall Street boosted the global index as investors crept back S5INFT into U.S. technology stocks particularly semiconductors. Tech shares sold off massively in the prior three sessions on concerns around spending and competition disruption related to the artificial intelligence boom.Amazon.com AMZN shares fell sharply after it announced huge spending plans late on Thursday, upping the total for a combined 2026 Al spending spree by Amazon, Microsoft Platforms∞ META to an estimated $600 billion. The sector was also hit by worries about Al disruption in the software and data services sectors.

MSFT, Alphabet G GOOG and Meta

Regarding the S&P's bounce on Friday, Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut, pointed to technical buying after the benchmark index hit its 100-day moving average on Thursday, adding to some support from bitcoin's turnaround and investor reconsideration of Al fears.

"The market looks like it was getting a bit overdone to the downside so you're seeing a rebound in technology and some industrials and financials stocks. It was a healthy selloff," said Pavlik, also suggesting that investors had recalculated when Al disruption to the software industry would materialize.

"Maybe in the future, but it's not happening right away and the realization that this is not something that's happening today brought a little bit
cooler heads to the market," he said

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But gains were mostly concentrated in chipmakers, with the Philadelphia semiconductor index SOX rallying 5.7% after three daily losses in a row. The S&P 500's software and services index (.SPLRCIS) climbed a modest 1.7% after losing more than 17% in the last seven sessions.

On Wall Street at 2:45 p.m. ET (1945 GMT), the Dow Jones Industrial Average 30 DJI rose 1,069.60 points, or 2.19%, to 49,978.32 after briefly breaching the 50,000 milestone for the first time. The S&P 500 500 SPX rose 113.48 points, or 1.67%, to 6,911.88 and the Nasdaq Composite IXIC rose 413.68 points, or 1.84%, to 22,954.27.

MSCI's gauge of stocks across the globe EURONEXT:IACWI rose 13.53 points, or 1.32%, to 1,040.77, eying its biggest one-day gain since November. But the index of stocks from 47 countries was still showing a decline for the week.

Earlier, the pan-European STOXX 600 COO SXXP index finished up 0.89% but it fell slightly for the week.Bitcoin BTCUSD gained 11.44% to $70,337.93 after nearing $60,000 on Thursday. Ethereum ETHUSD rose 11.18% to $2,053.26.

"Whether or not this bounce continues is questionable. It's brought some questions into bitcoin as a store of value and the relative safety that it brings but, when it bounces, you don't get the margin calls like you would probably be getting when it's selling off," said Pavlik.

In the precious metals markets, gold advanced with help from bargain hunting, a slightly weaker dollar and lingering concerns over U.S.-Iran talks in Oman. Silver recovered from a 1-1/2-month low.1:59 AM

Spot gold GOLD rose 3.81% to $4,951.46 an ounce while U.S. gold futures (GCc1) rose 2% to $4,958.50 an ounce. Spot silver $XAGUSD 1! rose 8.24% to $77.12 an ounce.
SURVEY SHOWS IMPROVEMENT IN U.S. CONSUMER SENTIMENT
In currencies, the safe-haven dollar index was lower as risk assets rebounded. Earlier, the greenback pared some losses after a U.S. survey showed that consumer sentiment improved marginally in early February amid lingering worries about the labor market and the rising cost of living.
The dollar index DXY, which measures the greenback against a basket of currencies including the yen and the euro, fell 0.32% to 97.64, with the $EURUSD up 0.36% at $1 .1817. euroin which Prime Minister Sanae Takaichi aims to strengthen her majority in parliament.
In U.S. Treasuries, two-year U.S. Treasury yields hit a more than three-month low before turning higher, following a sharp decline on Thursday when unexpectedly weak labor market data raised concerns that the jobs market is worsening faster than thought.
On the U.S. monetary policy front, traders were still betting that the next Fed rate cut would be in June, according to the CME Group's FedWatch tool.
The 2-year note (US2YT=RR) yield, which typically moves in step with interest rate expectations for the Federal Reserve, rose 1.5 basis points to 3.498%, from 3.483% late on Thursday.
The yield on benchmark U.S. 10-year notes US10Y was flat at 4.21% while the 30-year bond (US30YT=RR) yield fell 0.4 basis points to 4.8592%.
In energy markets, oil prices settled slightly higher as traders waited for news on the U.S.-Iran talks. Iran's top diplomat said the nuclear talks mediated by Oman were off to a good start and set to continue The remarks could allav
Sterling GBPUSD strengthened 0.67% to $1.3615.
But against the Japanese yen USDJPY, the dollar strengthened 0.05% to 157.11, with Japanese markets set to come back into focus as investors keep a close eye on Sunday's election, in which Drimo Minictor Congo Tokoichi
$BTC
$XAU
#Write2Earn

Most blockchains try to do everything at once. Payments, DeFi, NFTs, gaming, identity, and even abstract ideas like becoming a “world computer.” Plasma takes a different path. Instead of expanding horizontally, it narrows its focus around a single observation that most networks overlook: stablecoins have already become the digital dollar, but the infrastructure beneath them is still inefficient.
USDT and similar stablecoins are already used globally. People save in them, send them across borders, and settle obligations with them. Yet the experience remains awkward. Users must hold extra gas tokens, fees fluctuate during congestion, and simple transfers feel like interacting with developer tooling rather than money. Plasma exists to remove this friction at the base layer.
Plasma is a Layer-1 blockchain designed specifically for stablecoin payments at scale. It is fully EVM-compatible, allowing developers to use familiar tools, but the design priorities are centered around high-volume, low-friction transfers. The goal is not to compete for attention—it is to quietly power the movement of digital dollars.

The core thesis behind Plasma is simple: people using stablecoins are not seeking speculation. They are not excited about gas tokens or yield mechanics. What they want is speed, predictable costs, and simplicity. Stablecoins already provide price stability and global reach, but most chains treat them as secondary assets rather than first-class money.
Plasma flips this model. If stablecoins are becoming the internet’s default currency, then the chain underneath them must be built around their needs. This is why Plasma is designed as stablecoin-native infrastructure, not a general-purpose chain that happens to support stablecoins.
Zero-fee USDT transfers are not a marketing trick. They are a consequence of the architecture. Plasma removes the requirement for users to hold volatile tokens “just in case” a fee is needed. This eliminates cognitive friction and makes stablecoins feel like money rather than applications layered on top of complex systems.
Fee friction is one of the largest barriers to stablecoin adoption, especially for small or frequent payments. Plasma’s design allows wallets to abstract away gas entirely, enabling micro-transactions, subscriptions, and everyday commerce. Over time, this encourages stablecoins to be used as utilities rather than speculative instruments.
Payments alone, however, are not enough. A modern payment network must also be programmable. Plasma embraces full EVM compatibility so that stablecoin transfers can interact with smart contracts seamlessly. This bridges the gap between simple payments and programmable money without forcing developers to adopt new tooling or languages.
The future stablecoin economy will not revolve around basic transfers. It will include payroll systems that automatically allocate funds, merchant tools with instant settlement, subscription models with refund logic, and global marketplaces using escrow rules. Plasma is built to support this complexity while keeping the user experience simple.
Security is where Plasma anchors its long-term credibility. Rather than inventing a new narrative, Plasma aligns itself with Bitcoin’s reputation for neutrality and permanence. Through a trust-reduced Bitcoin bridge, BTC can be used in smart contracts while benefiting from Bitcoin’s security assumptions. Speed alone is easy to advertise; trust is much harder to earn.

The objective is clear: combine Bitcoin’s credibility with a modern payment chain that feels fast, intuitive, and developer-friendly. If stablecoins are to be treated as real money, they must settle on infrastructure that carries a strong security and settlement narrative.
XPL, Plasma’s native token, plays a supporting—not dominant—role. In a stablecoin-first system, users prefer to remain in stable assets, but the network still requires incentives, validator rewards, and governance. XPL coordinates these economic functions without forcing volatility onto everyday users.
This structure makes zero-fee stablecoin transfers sustainable. Plasma does not claim the network is free; it ensures that costs are absorbed at the infrastructure level rather than pushed onto someone sending $20 to a family member. Validator economics, architecture, and non-core monetization support the system.
Real adoption is measured by integration, not slogans. Institutional partners care less about narratives and more about reliability. The integration announced by Cobo, a major digital-asset custodian, highlights Plasma’s positioning as a stablecoin settlement layer, referencing USDT0 and lifetime zero-fee transfers.
Infrastructure adoption usually begins with custodians and payment workflows before becoming visible to end users. Plasma appears to be following that path deliberately.

The long-term question is whether Plasma can make stablecoins invisible. The ideal experience is simple: open a wallet, send digital dollars, done. No explanations, no gas tokens, no complexity.
Plasma’s educational focus reflects this goal—emphasizing speed, simplicity, and usability rather than speculation. Instant confirmations, stablecoin-first contracts, and fee abstraction define the experience.
There are risks. A stablecoin-centric strategy depends on issuer policies and regulation. Plasma plans to support multiple stablecoins over time, but USDT remains central. Sustainability of zero-fee transfers must also be proven under real network conditions. Competition from existing chains and L2s is real, and Plasma’s bet is that specialization will outperform generalization as markets mature.
These risks raise the bar but do not invalidate the thesis. Payment rails are infrastructure, not memes. They must earn trust through execution.
Plasma stands out because of focus, not novelty. In a space driven by attention, clarity of purpose is rare. If Plasma succeeds, it will not look like a typical crypto success—it will look like boring, dependable money quietly moving across the internet.
$XPL
#Plasma
@Plasma