💵 Treasury and Fed Pull Apart
On August 19, Scott Bessent doubled Treasury buybacks to $4 billion a week. The 30-year yield fell about 10 basis points, then reversed. The 10-year reached 4.704% and... Читати далі →
Venture Capital
@ventureThe official channel of V3V Ventures. We share updates on our investments, portfolio companies, and fund activities. Buy Ads: @strategy (this is our only account).
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Відкрити в Telegram SOLI — The Community-Powered Web3 Ecosystem for Real-World Innovation
SOLI is a crypto-native ecosystem designed to bridge blockchain technology with real-world business, digital payments, and... Читати далі →
SOLI is a crypto-native ecosystem designed to bridge blockchain technology with real-world business, digital payments, and... Читати далі →
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📊 Michael Burry’s Updated Positions
🖱️ Bought Nvidia NVDA longs as a hedge.
🖱️ Added to Oracle ORCLE shorts.
🖱️ Added to Palantir PLTR shorts.
🖱️ Added to Nebius NBIS shorts.
🖱️ Added to Caterpillar... Читати далі →
🖱️ Bought Nvidia NVDA longs as a hedge.
🖱️ Added to Oracle ORCLE shorts.
🖱️ Added to Palantir PLTR shorts.
🖱️ Added to Nebius NBIS shorts.
🖱️ Added to Caterpillar... Читати далі →
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🤖 Anthropic Locks In Rubin Demand
Anthropic’s $45B Nscale buildout will use NVDA Vera Rubin chips. Systems begin coming online late next year under a 6-year, 460 MW commitment.
Rubin demand is being... Читати далі →
Anthropic’s $45B Nscale buildout will use NVDA Vera Rubin chips. Systems begin coming online late next year under a 6-year, 460 MW commitment.
Rubin demand is being... Читати далі →
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🤓 OpenAI’s Two-Track Reset
TIME says OpenAI is resetting after falling behind Anthropic in revenue and valuation. It is cutting secondary projects, merging Codex with ChatGPT, expanding enterprise... Читати далі →
TIME says OpenAI is resetting after falling behind Anthropic in revenue and valuation. It is cutting secondary projects, merging Codex with ChatGPT, expanding enterprise... Читати далі →
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💻️ Nvidia Earnings Test the AI Bull Market
Nvidia reports Q2 results today, with Wall Street expecting roughly $92 billion in revenue, almost double last year. Last quarter, revenue was $81.6 billion... Читати далі →
Nvidia reports Q2 results today, with Wall Street expecting roughly $92 billion in revenue, almost double last year. Last quarter, revenue was $81.6 billion... Читати далі →
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🔸 Copper moved ahead of a tariff
American warehouses held 673,766 tonnes before any tariff was imposed. The proclamation ordered a review, not a duty. Commerce missed the 30 June 2026 deadline, with... Читати далі →
American warehouses held 673,766 tonnes before any tariff was imposed. The proclamation ordered a review, not a duty. Commerce missed the 30 June 2026 deadline, with... Читати далі →
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⚠️ US-China Sanctions Risk Escalates
China buys around 90% of Iran’s oil exports, mostly through smaller independent refineries. Imports fell from 823,000 barrels per day in July to around 534,000 in... Читати далі →
China buys around 90% of Iran’s oil exports, mostly through smaller independent refineries. Imports fell from 823,000 barrels per day in July to around 534,000 in... Читати далі →
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