I don´t want be that guy but
Despite all the Fed news and Bessent commentary over the summer, many credit the rally to that.
However, BTC shows high correlation with IGV, the move maybe was just prop shops long AI semis and short (IGV + BTC) simply unwinding the trade, short squeeze?
2
610
A channel with 200-300k views per video gets 11 M in 8 days.
The culture reversal is in motion.
3
780
Some people say Iran war has been bad for US ....
Worldwide capital financing US tech leadership for next 30 years, so bad for US ....
1
514
Up 8% today.
Trump moves on Iran was great to secure AI dominance.
Now with Dems:
1- More preassure end war = Positive china
2- More internal fights instead of external = Positive China
3- Higher preassure on US AI buildout = Lower US rates = Positive China.
The Iran war locked in US tech leadership for the next 50 years while the rest of the world fights oil and food costs. Once the war ends and financial conditions ease, there’s a clear incentive to pop the bubble — otherwise catch-up trades like Shanghai 50 start looking very interesting.
1
970
We’re committing a portion of Anthropic’s shares to the Anthropic Public Benefit Fund, a new wholly owned entity dedicated entirely to the public benefit.
It will start off with 5% of our shares. For every 50% increase in the company’s value over a set baseline, we can contribute up to an extra 2%, subject to our board’s discretion.
In total, this means that roughly 20% of Anthropic’s shares are committed to the public good. Our co-founders have already pledged to donate 80% of their equity, and around half our employees are donating a portion of their equity as part of a donation matching program we’ve run since our founding.
In the post below, we share more details about our new fund.
anthropic.com/news/public-be…
1
4
884
During last year a lot of people pushed narrative for exchange tokens. Those are down 80% meanwhile.
1
108
Xp
$XP is also an interesting broker. Brazilian, 11 P/E, 30% cagr eps since 2019 ipo.
Commodity cycle, Bovespa index doing great.
interest rate should drop a lot and people search for alternatives.
50% market share
why buy a crypto exchange tok?
1
1
468
