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🧨 BREAKING: Introducing Pyth Indices. Proprietary 24/7 indices across U.S. equities, oil, metals, and thematic baskets co-developed with MarketVector Indexes. Launched in collaboration with include Coinbase 🛡️, Kraken, Nado, and dYdX. 🧵

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Pyth Network 🔮

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The Pyth catalog keeps expanding: • 15 24/7 Indices across US Equities, Metals, Oil, FX, Thematic baskets) • SpaceX (SPCX ) 24/5 feed • 9 US equities including Figma, Realty Income, Royal Caribbean, Rio Tinto, Ralph Lauren, Smurfit Westrock, Waste Management, and PPL Corporation. • 29 ETFs across Vanguard, iShares, SPDR, ProShares, and Aberdeen products. One subscription. More markets.
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The Pyth catalog keeps expanding: • 15 24/7 Indices across US Equities, Metals, Oil, FX, Thematic baskets) • SpaceX (SPCX ) 24/5 feed • 9 US equities including Figma, Realty Income, Royal Caribbean, Rio Tinto, Ralph Lauren, Smurfit Westrock, Waste Management, and PPL Corporation. • 29 ETFs across Vanguard, iShares, SPDR, ProShares, and Aberdeen products. One subscription. More markets.

Pyth Network 🔮

18,041 görüntüleme • 1 ay önce

📣 INTRODUCING the RESERVE INDEX PROTOCOL Index DTFs offer market or narrative exposure in a single click with 🌐 1:1 backing 🌐 Transparent onchain custody 🌐 24/7 redemption Launch partners include @bloomberg Indices, CoinDesk Data & Indices, MarketVector Indexes, Virtuals Protocol + more 🧵👇
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📣 INTRODUCING the RESERVE INDEX PROTOCOL Index DTFs offer market or narrative exposure in a single click with 🌐 1:1 backing 🌐 Transparent onchain custody 🌐 24/7 redemption Launch partners include @bloomberg Indices, CoinDesk Data & Indices, MarketVector Indexes, Virtuals Protocol + more 🧵👇

Reserve 🌐

553,008 görüntüleme • 1 yıl önce

🚨 SPY (S&P 500) and QQQ (Nasdaq 100) indices are now live on Avantis, for eligible non-US users. 🚨 Trade the most popular U.S. equity indices, with up to $25M+ in liquidity and over 100x leverage. This marks the beginning of our onchain equities roadmap👇🧵
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🚨 SPY (S&P 500) and QQQ (Nasdaq 100) indices are now live on Avantis, for eligible non-US users. 🚨 Trade the most popular U.S. equity indices, with up to $25M+ in liquidity and over 100x leverage. This marks the beginning of our onchain equities roadmap👇🧵

Avantis

149,565 görüntüleme • 11 ay önce

THIS IS INSANE. Coinbase is launching equity perpetuals, enabling 24/7 trading of stocks, ETFs, and indices. The product is set to launch early 2026 for both U.S. and international users, with up to 20x leverage. Around the clock trading is coming soon.
0:53

THIS IS INSANE. Coinbase is launching equity perpetuals, enabling 24/7 trading of stocks, ETFs, and indices. The product is set to launch early 2026 for both U.S. and international users, with up to 20x leverage. Around the clock trading is coming soon.

Hedgeye

127,253 görüntüleme • 7 ay önce

Introducing Ventuals V2, and our new frontend app. 24/7 trading, 365 days a year. Pre-IPO, indices, stocks, commodities, and more. With prediction markets, earning reports, and breaking news at your fingertips. The most powerful way to trade tradfi perps. Live today.
0:58

Introducing Ventuals V2, and our new frontend app. 24/7 trading, 365 days a year. Pre-IPO, indices, stocks, commodities, and more. With prediction markets, earning reports, and breaking news at your fingertips. The most powerful way to trade tradfi perps. Live today.

Ventuals

87,962 görüntüleme • 6 ay önce

A new way to trade global markets. Introducing NikaAI, trade any market with words. • Trade perps, stocks, ETFs, equities, and indices • Access up to 200x leverage & yield • Trade 24/7/365 • Access markets by typing, not clicking • Claim Daily XP and Solana Rewards NikaAI is now live for everyone.
0:43

A new way to trade global markets. Introducing NikaAI, trade any market with words. • Trade perps, stocks, ETFs, equities, and indices • Access up to 200x leverage & yield • Trade 24/7/365 • Access markets by typing, not clicking • Claim Daily XP and Solana Rewards NikaAI is now live for everyone.

Nika

20,946 görüntüleme • 1 ay önce

Today, we filed an S-1 with the U.S. Securities and Exchange Commission for the Cryptex Digital Market Cap ETF ($BAGZ) Co-Sponsor: Exchange Traded Concepts - $23.2B in AUM. Custody: Coinbase 🛡️ The ETF is designed to track the Cryptex Digital Market Cap Index, which includes 36 digital assets across multiple categories.
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Today, we filed an S-1 with the U.S. Securities and Exchange Commission for the Cryptex Digital Market Cap ETF ($BAGZ) Co-Sponsor: Exchange Traded Concepts - $23.2B in AUM. Custody: Coinbase 🛡️ The ETF is designed to track the Cryptex Digital Market Cap Index, which includes 36 digital assets across multiple categories.

Cryptex Finance

13,320 görüntüleme • 4 ay önce

🚀 #Binance just launched #bStocks : — bringing real U.S. equities on-chain. For the first time, eligible users can buy supported U.S. stocks on Binance and convert them 1:1 into tokenized bStocks on BNB Chain with zero conversion fees. 📍 What makes bStocks different? - ✅ 1:1 backed by actual U.S. equities held by regulated custodians - ✅ Self-custody your stocks in any supported BNB Chain wallet - ✅ Trade 24/7, not just market hours - ✅ Start with as little as $5 — true fractional ownership - ✅ Dividends automatically processed - ✅ Unlock on-chain utility across supported DeFi applications This isn’t just tokenization. It’s the next evolution of investing. 🔶 Binance is bridging traditional finance and blockchain, turning stocks into portable, programmable assets inside one powerful ecosystem. No more fragmented platforms. One super app for crypto, equities, and tokenized real-world assets. The financial super app is expanding. 👉 Explore bStocks now (eligible users only) : ⚠️ Tokenized securities involve risk. Value can go down as well as up. Availability subject to eligibility & local regulations.
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🚀 #Binance just launched #bStocks : — bringing real U.S. equities on-chain. For the first time, eligible users can buy supported U.S. stocks on Binance and convert them 1:1 into tokenized bStocks on BNB Chain with zero conversion fees. 📍 What makes bStocks different? - ✅ 1:1 backed by actual U.S. equities held by regulated custodians - ✅ Self-custody your stocks in any supported BNB Chain wallet - ✅ Trade 24/7, not just market hours - ✅ Start with as little as $5 — true fractional ownership - ✅ Dividends automatically processed - ✅ Unlock on-chain utility across supported DeFi applications This isn’t just tokenization. It’s the next evolution of investing. 🔶 Binance is bridging traditional finance and blockchain, turning stocks into portable, programmable assets inside one powerful ecosystem. No more fragmented platforms. One super app for crypto, equities, and tokenized real-world assets. The financial super app is expanding. 👉 Explore bStocks now (eligible users only) : ⚠️ Tokenized securities involve risk. Value can go down as well as up. Availability subject to eligibility & local regulations.

Crypto Holding™ 💎

238,749 görüntüleme • 1 ay önce

Gold & Oil update April 7 📈🌍 $Gold remains extremely bullish with price holding above key institutional blocks near 4660–4680. Momentum is building: 🎯 4935 next target 🚨 Break the L pivot → opens 5360 ⚡ Stretch target sits near 5770–5775 Dips continue to look like buying opportunities as structure stays strong. Meanwhile $OIL is also holding a bullish trend: 📈 Cleared the L pivot at 101.50 🎯 Targeting 125–127 Only risk to watch: ⚠️ Any peace developments between Iran, the US, and Israel could trigger a pullback toward 101.50 or lower 88.50-89.00 Right now: ✔️ Metals showing strength ✔️ Structure favoring continuation higher ✔️ Cleaner setups than indices in this environment Let the Pivots (Levels) guide! B Full breakdown in the video below 👇
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Gold & Oil update April 7 📈🌍 $Gold remains extremely bullish with price holding above key institutional blocks near 4660–4680. Momentum is building: 🎯 4935 next target 🚨 Break the L pivot → opens 5360 ⚡ Stretch target sits near 5770–5775 Dips continue to look like buying opportunities as structure stays strong. Meanwhile $OIL is also holding a bullish trend: 📈 Cleared the L pivot at 101.50 🎯 Targeting 125–127 Only risk to watch: ⚠️ Any peace developments between Iran, the US, and Israel could trigger a pullback toward 101.50 or lower 88.50-89.00 Right now: ✔️ Metals showing strength ✔️ Structure favoring continuation higher ✔️ Cleaner setups than indices in this environment Let the Pivots (Levels) guide! B Full breakdown in the video below 👇

𝕋𝕙𝕖ℙ𝕚𝕧𝕠𝕥𝕂𝕚𝕟𝕘 👑

12,205 görüntüleme • 4 ay önce

🇲🇽 🇨🇦 🇨🇺 BREAKING: Mexican President Claudia Sheinbaum confirmed this morning that the U.S. Supreme Court ruling has removed the tariff threat against Mexico over oil shipments to Cuba. Asked whether exports would resume, she said her government is reviewing the development and would share an update. Meanwhile, Canada announced Monday that it is preparing a humanitarian aid package for Cuba as the island grapples with acute fuel shortages, prolonged blackouts, and mounting strain on its healthcare system following U.S. measures targeting countries that supply it with oil. Foreign Minister Anita Anand said details are forthcoming and did not clarify what the package would include and whether it would involve fuel. The country is Cuba’s second-largest source of foreign investment, particularly in mining and tourism, Latin Times reported. The announcement comes after Mexico recently shipped more than 800 tons of food and supplies to Havana, and as Cuba’s health minister warns that the energy crisis is disrupting hospital operations and jeopardizing treatment for millions with chronic illnesses. 🎥 Video from President Sheinbaum’s morning briefing, Tuesday, February 24, 2026.
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🇲🇽 🇨🇦 🇨🇺 BREAKING: Mexican President Claudia Sheinbaum confirmed this morning that the U.S. Supreme Court ruling has removed the tariff threat against Mexico over oil shipments to Cuba. Asked whether exports would resume, she said her government is reviewing the development and would share an update. Meanwhile, Canada announced Monday that it is preparing a humanitarian aid package for Cuba as the island grapples with acute fuel shortages, prolonged blackouts, and mounting strain on its healthcare system following U.S. measures targeting countries that supply it with oil. Foreign Minister Anita Anand said details are forthcoming and did not clarify what the package would include and whether it would involve fuel. The country is Cuba’s second-largest source of foreign investment, particularly in mining and tourism, Latin Times reported. The announcement comes after Mexico recently shipped more than 800 tons of food and supplies to Havana, and as Cuba’s health minister warns that the energy crisis is disrupting hospital operations and jeopardizing treatment for millions with chronic illnesses. 🎥 Video from President Sheinbaum’s morning briefing, Tuesday, February 24, 2026.

Drop Site

56,638 görüntüleme • 5 ay önce

What progress have we collectively made through the Swift payment scheme so far? As Nasir Ahmed highlights, momentum is building: - As of today, 34 banks globally have committed to go live with the Swift payments scheme by the end of June, with over 70 committed to go live by the end of this year - Initial coverage across 11 receiving countries and 30+ market corridors - 5 of the top 10 global remittance markets included, and with go-live taking place in June, these corridors open for real-world payments. That means greater transparency, predictability and enhanced traceability. And that’s just half the story. As Avalon Ingram explains, customer expectations are changing, with cross‑border payments increasingly expected to be 24/7 and real‑time. This shift calls for greater coordination across the system. This is where the Swift ledger comes in – introducing a shared orchestration layer for interbank cross-border payments at scale, developed with over 40 institutions globally. See how our scheme and ledger initiatives are progressing and delivering real-world impact: #CrossBorderPayments #SwiftBlockchainLedger #SwiftScheme
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What progress have we collectively made through the Swift payment scheme so far? As Nasir Ahmed highlights, momentum is building: - As of today, 34 banks globally have committed to go live with the Swift payments scheme by the end of June, with over 70 committed to go live by the end of this year - Initial coverage across 11 receiving countries and 30+ market corridors - 5 of the top 10 global remittance markets included, and with go-live taking place in June, these corridors open for real-world payments. That means greater transparency, predictability and enhanced traceability. And that’s just half the story. As Avalon Ingram explains, customer expectations are changing, with cross‑border payments increasingly expected to be 24/7 and real‑time. This shift calls for greater coordination across the system. This is where the Swift ledger comes in – introducing a shared orchestration layer for interbank cross-border payments at scale, developed with over 40 institutions globally. See how our scheme and ledger initiatives are progressing and delivering real-world impact: #CrossBorderPayments #SwiftBlockchainLedger #SwiftScheme

Swift

113,177 görüntüleme • 1 ay önce

BREAKING; US preparing TAIWAN for war with CHINA!! U.S announced a massive new arms package, the largest in history, for TAIWAN. The package, worth over $11 billion, is likely to infuriate CHINA and is set to include: - The U.S. Armed Force’s Tactical Mission Network (TMN) - 82 M142 High Mobility Artillery Rocket Systems (HIMARS) - 420 MGM-140 Army Tactical Missile Systems (ATACMS) - 120 M109A7 “Paladin” Self-Propelled Howitzers and M992A3 Carrier Ammunition Tracked Vehicles - 1,545 Tube-Launched, Optically-Tracked, Wire-Guided (TOW) 2B BGM-71F-7-RF Missiles - 1,050 FGM-148F “Javelin” Anti-Tank Missiles - Seekers and Repairs for Harpoon Anti-Ship Missiles - ALTIUS-600M and 700M Loitering-Munition Systems - Spare and Repair Parts for AH-1W “SuperCobra” Attack Helicopters
1:00

BREAKING; US preparing TAIWAN for war with CHINA!! U.S announced a massive new arms package, the largest in history, for TAIWAN. The package, worth over $11 billion, is likely to infuriate CHINA and is set to include: - The U.S. Armed Force’s Tactical Mission Network (TMN) - 82 M142 High Mobility Artillery Rocket Systems (HIMARS) - 420 MGM-140 Army Tactical Missile Systems (ATACMS) - 120 M109A7 “Paladin” Self-Propelled Howitzers and M992A3 Carrier Ammunition Tracked Vehicles - 1,545 Tube-Launched, Optically-Tracked, Wire-Guided (TOW) 2B BGM-71F-7-RF Missiles - 1,050 FGM-148F “Javelin” Anti-Tank Missiles - Seekers and Repairs for Harpoon Anti-Ship Missiles - ALTIUS-600M and 700M Loitering-Munition Systems - Spare and Repair Parts for AH-1W “SuperCobra” Attack Helicopters

Global Surveillance

202,912 görüntüleme • 7 ay önce

🚨 BREAKING: The first-ever agentic browser is here — and it's shockingly good. Just tried Fellou, an AI browser that doesn’t assist you with browsing, it does the browsing for me. It's like Chrome but with a brain—AI agents handle deep research and workflows solo. Handles several projects in parallel. A top-tier AI intern — takes care of all the dirty and tedious work, so you don’t have to and its 100% Free 1️⃣Fellou’s not just another browser—it's an Agentic assistant that acts for you. 2️⃣It handles real tasks autonomously: research, cross-platform flows, and full automation. 3️⃣ Past browsing. Into real action. Fellou can automatically plan tasks, invoke tools, and execute actions to coordinate operations across multiple web interfaces, enabling various in-browser tasks. These include shopping, scheduling meetings, sending emails, and posting tweets based on webpage content. It’s the first Agentic Browser — with deep research, tab-level collaboration, and seamless automation. Deep Search acts like a smart intern: spins up five shadow browsers, digs across web and private platforms, and compiles richer insights fast. Highlights gaps and surfaces info you missed. Runs in parallel, won’t slow anything down. Automated workflows: Replaces manual clicking with invisible ops across pages. Reduces drag, frees up hours. Automation-aware browsing: Ask the page questions, reuse content in your drafts. 🧵 1/n
3:25

🚨 BREAKING: The first-ever agentic browser is here — and it's shockingly good. Just tried Fellou, an AI browser that doesn’t assist you with browsing, it does the browsing for me. It's like Chrome but with a brain—AI agents handle deep research and workflows solo. Handles several projects in parallel. A top-tier AI intern — takes care of all the dirty and tedious work, so you don’t have to and its 100% Free 1️⃣Fellou’s not just another browser—it's an Agentic assistant that acts for you. 2️⃣It handles real tasks autonomously: research, cross-platform flows, and full automation. 3️⃣ Past browsing. Into real action. Fellou can automatically plan tasks, invoke tools, and execute actions to coordinate operations across multiple web interfaces, enabling various in-browser tasks. These include shopping, scheduling meetings, sending emails, and posting tweets based on webpage content. It’s the first Agentic Browser — with deep research, tab-level collaboration, and seamless automation. Deep Search acts like a smart intern: spins up five shadow browsers, digs across web and private platforms, and compiles richer insights fast. Highlights gaps and surfaces info you missed. Runs in parallel, won’t slow anything down. Automated workflows: Replaces manual clicking with invisible ops across pages. Reduces drag, frees up hours. Automation-aware browsing: Ask the page questions, reuse content in your drafts. 🧵 1/n

Rohan Paul

55,351 görüntüleme • 1 yıl önce

‼️‼️🇸🇦🇾🇪 BREAKING | Saudi Arabia is reportedly preparing a large-scale military offensive against the Houthi movement in Yemen following recent attacks on Saudi oil infrastructure and the group's blockade of Saudi maritime shipping, according to The Guardian. 🔹 The reported plans could include both naval operations in the Red Sea and a ground offensive into central Yemen, marking what could become one of the Kingdom's largest military campaigns in years. 📍 The reported preparations come after the Houthis intensified attacks on Saudi energy facilities and expanded efforts to disrupt maritime traffic, further escalating tensions across one of the world's most strategically important waterways. If launched, the operation would represent a major escalation in the regional conflict. A coordinated Saudi land and naval campaign could significantly intensify fighting in Yemen while increasing pressure on the Houthis' military infrastructure and their ability to threaten Red Sea shipping lanes and Gulf energy facilities. See the latest updates with us: Visioner
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‼️‼️🇸🇦🇾🇪 BREAKING | Saudi Arabia is reportedly preparing a large-scale military offensive against the Houthi movement in Yemen following recent attacks on Saudi oil infrastructure and the group's blockade of Saudi maritime shipping, according to The Guardian. 🔹 The reported plans could include both naval operations in the Red Sea and a ground offensive into central Yemen, marking what could become one of the Kingdom's largest military campaigns in years. 📍 The reported preparations come after the Houthis intensified attacks on Saudi energy facilities and expanded efforts to disrupt maritime traffic, further escalating tensions across one of the world's most strategically important waterways. If launched, the operation would represent a major escalation in the regional conflict. A coordinated Saudi land and naval campaign could significantly intensify fighting in Yemen while increasing pressure on the Houthis' military infrastructure and their ability to threaten Red Sea shipping lanes and Gulf energy facilities. See the latest updates with us: Visioner

Visioner

19,603 görüntüleme • 7 gün önce

#Breaking: #US #CENTCOM has quietly created its first one-way attack drone squadron in the Middle East — a fleet of American clones of the #Iranian Shahed-136, now equipped with TV/IR sensors, making them capable of tracking and striking mobile targets. The new Task Force Scorpion Strike, formed after Secretary of War Pete Hegseth ordered accelerated acquisition of cheap drones, is already fielding these long-range, autonomous attack UAVs. They can be launched from catapults, RATO units, or mobile ground platforms — fully designed for rapid deployment across the region. This marks a major shift in U.S. military doctrine: low-cost, mass-produced drones for offensive deterrence, developed under CENTCOM’s innovation push and led by SOCOM-Central. #MiddleEast #USMilitary #DroneWarfare #Shahed136 #Innovation #Defense #AirPower #CombatAircraft
1:14

#Breaking: #US #CENTCOM has quietly created its first one-way attack drone squadron in the Middle East — a fleet of American clones of the #Iranian Shahed-136, now equipped with TV/IR sensors, making them capable of tracking and striking mobile targets. The new Task Force Scorpion Strike, formed after Secretary of War Pete Hegseth ordered accelerated acquisition of cheap drones, is already fielding these long-range, autonomous attack UAVs. They can be launched from catapults, RATO units, or mobile ground platforms — fully designed for rapid deployment across the region. This marks a major shift in U.S. military doctrine: low-cost, mass-produced drones for offensive deterrence, developed under CENTCOM’s innovation push and led by SOCOM-Central. #MiddleEast #USMilitary #DroneWarfare #Shahed136 #Innovation #Defense #AirPower #CombatAircraft

Babak Taghvaee - The Crisis Watch

40,403 görüntüleme • 8 ay önce

THE STRAIT OF HORMUZ JUST HANDED YOU THE TRADE OF THE DECADE And most investors are looking in completely the wrong direction. Brent crude closed above $103 on Friday. Up nearly 40% since the strikes began on February 28. The Strait of Hormuz is effectively shut down. Insurance companies have canceled war risk coverage. Over 150 ships are stranded. Tanker traffic has collapsed to near zero. The IEA just called it the largest supply disruption in the history of the global oil market. Nearly 20 million barrels per day of crude and product flows have been choked off. The US is scrambling. The IEA coordinated the release of 400 million barrels from strategic reserves, the largest such action ever. Trump ordered emergency insurance for tankers. The Navy was told to begin escort operations. But behind closed doors, Navy officials told tanker executives there's currently NO availability for escorts. And no guarantees there will be. Iran holds the upper hand. And the market knows it. But here's why this matters far beyond the oil price: What we're witnessing is the EMification of America in real time. The US launched strikes in the middle of nuclear negotiations. The executive branch has been attacking central bank independence. Budget deficits are running at levels historically associated with emerging market economies. Erratic policymaking. Massive fiscal deficits. Judicial interference with monetary policy. These are EMERGING MARKET characteristics, and yet the US equity market still carries a premium developed market valuation. That premium is evaporating. Emerging markets returned 33% in 2025. The S&P 500 returned 17%. Almost DOUBLE the outperformance. And 2026 is accelerating the trend. Here's what the consensus is missing: EM macro is BETTER than developed market macro right now. Budget deficits as a percent of GDP? Lower in EM. Debt levels? Lower. Inflation? Lower. Forecasted earnings growth? HIGHER. EM earnings are expected to grow 21% to 29% this year versus 13% to 14% for the U.S. Brazilian equities are trading at roughly 9 times CAPE earnings. About HALF where they traded during the last EM rally in 2018. And the positioning is absurd: US institutional investors have essentially not owned China since Trump 1.0. Most portfolio managers working today weren't even in the business the last time EM led, which was 2001 to 2008. Everyone is out of position. Now layer in commodities: The digital eats the physical. Without copper, silicon, aluminum, and power, there IS no AI. Full stop. And fossil fuels and renewables are rallying AT THE SAME TIME. That tells you the world has a massive power demand problem that isn't going away. Oil above $100. Gold above $4,600. Silver above $85. Copper near all-time highs. The commodity super-cycle is confirming itself in real time. The Iran conflict just poured gasoline on it. Now here's the setup: Emerging market equities, China and Latin America in particular. Commodities across the board. Energy, industrial metals, precious metals. And what to avoid? Long-duration developed market sovereign debt. Overweight positions in the Mag 7, priced for a world where everything goes right and nothing disrupts the AI spending fantasy. Leadership batons in global markets shift in multi-year cycles. The US led from 2009 through 2024. 15 years. Now we're in the early innings of a multi-year rotation into emerging markets and commodities. The flows follow the performance. The performance follows the earnings. And the earnings are now better in EM than in the US. At a fraction of the valuation. With better macro fundamentals. And almost nobody owns it. This is the trade.
2:00

THE STRAIT OF HORMUZ JUST HANDED YOU THE TRADE OF THE DECADE And most investors are looking in completely the wrong direction. Brent crude closed above $103 on Friday. Up nearly 40% since the strikes began on February 28. The Strait of Hormuz is effectively shut down. Insurance companies have canceled war risk coverage. Over 150 ships are stranded. Tanker traffic has collapsed to near zero. The IEA just called it the largest supply disruption in the history of the global oil market. Nearly 20 million barrels per day of crude and product flows have been choked off. The US is scrambling. The IEA coordinated the release of 400 million barrels from strategic reserves, the largest such action ever. Trump ordered emergency insurance for tankers. The Navy was told to begin escort operations. But behind closed doors, Navy officials told tanker executives there's currently NO availability for escorts. And no guarantees there will be. Iran holds the upper hand. And the market knows it. But here's why this matters far beyond the oil price: What we're witnessing is the EMification of America in real time. The US launched strikes in the middle of nuclear negotiations. The executive branch has been attacking central bank independence. Budget deficits are running at levels historically associated with emerging market economies. Erratic policymaking. Massive fiscal deficits. Judicial interference with monetary policy. These are EMERGING MARKET characteristics, and yet the US equity market still carries a premium developed market valuation. That premium is evaporating. Emerging markets returned 33% in 2025. The S&P 500 returned 17%. Almost DOUBLE the outperformance. And 2026 is accelerating the trend. Here's what the consensus is missing: EM macro is BETTER than developed market macro right now. Budget deficits as a percent of GDP? Lower in EM. Debt levels? Lower. Inflation? Lower. Forecasted earnings growth? HIGHER. EM earnings are expected to grow 21% to 29% this year versus 13% to 14% for the U.S. Brazilian equities are trading at roughly 9 times CAPE earnings. About HALF where they traded during the last EM rally in 2018. And the positioning is absurd: US institutional investors have essentially not owned China since Trump 1.0. Most portfolio managers working today weren't even in the business the last time EM led, which was 2001 to 2008. Everyone is out of position. Now layer in commodities: The digital eats the physical. Without copper, silicon, aluminum, and power, there IS no AI. Full stop. And fossil fuels and renewables are rallying AT THE SAME TIME. That tells you the world has a massive power demand problem that isn't going away. Oil above $100. Gold above $4,600. Silver above $85. Copper near all-time highs. The commodity super-cycle is confirming itself in real time. The Iran conflict just poured gasoline on it. Now here's the setup: Emerging market equities, China and Latin America in particular. Commodities across the board. Energy, industrial metals, precious metals. And what to avoid? Long-duration developed market sovereign debt. Overweight positions in the Mag 7, priced for a world where everything goes right and nothing disrupts the AI spending fantasy. Leadership batons in global markets shift in multi-year cycles. The US led from 2009 through 2024. 15 years. Now we're in the early innings of a multi-year rotation into emerging markets and commodities. The flows follow the performance. The performance follows the earnings. And the earnings are now better in EM than in the US. At a fraction of the valuation. With better macro fundamentals. And almost nobody owns it. This is the trade.

George Noble

436,989 görüntüleme • 4 ay önce

🚨12 HOUR NEWS RECAP 1.⁠ A knife rampage on a UK high-speed train left nine critically injured and two suspects arrested after chaos erupted - counter-terror units were called, and now officials are suddenly silent. 2.⁠ Trump warned Nigeria to stop attacks on Christians or face U.S military action, cutting off aid and threatening a “fast, vicious strike” as Nigeria’s leader denied the claims and insisted the country respects all faiths. 3.⁠ Elon said Grok will soon “read and understand” 100 million posts a day to curate personalized feeds, calling it a scale “no human could ever match” as the AI digests the entire platform in real time. 4.⁠ Trump will host Syrian President al-Sharaa at the White House - the first Syrian visit in U.S history - a move critics call reckless and supporters hail as historic. 5.⁠ A Ukrainian drone strike ignited massive fires at Russia’s Black Sea port of Tuapse, torching an oil tanker and blowing up Moscow’s myth of “secure infrastructure” - with officials insisting it’s fine, which usually means it’s not. 6.⁠ Russia unleashed 800 strikes across Ukraine, killing six and knocking out power for 60,000 as winter nears - another brutal round in Putin’s campaign to freeze the country into surrender. 7.⁠ The death toll in Jamaica has climbed to 28 after Hurricane Melissa ripped the island apart, unleashing mudslides, floods, and mass destruction that turned green hills into brown wastelands. 8.⁠ War Secretary Pete Hegseth confirmed a U.S strike ordered by Trump destroyed a narco-trafficking vessel in the Caribbean, killing three “narco-terrorists” with zero American casualties. 9.⁠ SpaceX just launched South Korea’s fifth and final military spy satellite, giving Seoul 24/7 radar eyes on North Korea and ending its reliance on U.S intel - a homegrown surveillance network that never sleeps. 10.⁠ The Los Angeles Dodgers clinched the 2025 World Series in a 5–4 Game 7 thriller over the Blue Jays, with Shohei leading the charge as Dodger Stadium - and half of L.A. - erupted in chaos worthy of Hollywood.
0:55

🚨12 HOUR NEWS RECAP 1.⁠ A knife rampage on a UK high-speed train left nine critically injured and two suspects arrested after chaos erupted - counter-terror units were called, and now officials are suddenly silent. 2.⁠ Trump warned Nigeria to stop attacks on Christians or face U.S military action, cutting off aid and threatening a “fast, vicious strike” as Nigeria’s leader denied the claims and insisted the country respects all faiths. 3.⁠ Elon said Grok will soon “read and understand” 100 million posts a day to curate personalized feeds, calling it a scale “no human could ever match” as the AI digests the entire platform in real time. 4.⁠ Trump will host Syrian President al-Sharaa at the White House - the first Syrian visit in U.S history - a move critics call reckless and supporters hail as historic. 5.⁠ A Ukrainian drone strike ignited massive fires at Russia’s Black Sea port of Tuapse, torching an oil tanker and blowing up Moscow’s myth of “secure infrastructure” - with officials insisting it’s fine, which usually means it’s not. 6.⁠ Russia unleashed 800 strikes across Ukraine, killing six and knocking out power for 60,000 as winter nears - another brutal round in Putin’s campaign to freeze the country into surrender. 7.⁠ The death toll in Jamaica has climbed to 28 after Hurricane Melissa ripped the island apart, unleashing mudslides, floods, and mass destruction that turned green hills into brown wastelands. 8.⁠ War Secretary Pete Hegseth confirmed a U.S strike ordered by Trump destroyed a narco-trafficking vessel in the Caribbean, killing three “narco-terrorists” with zero American casualties. 9.⁠ SpaceX just launched South Korea’s fifth and final military spy satellite, giving Seoul 24/7 radar eyes on North Korea and ending its reliance on U.S intel - a homegrown surveillance network that never sleeps. 10.⁠ The Los Angeles Dodgers clinched the 2025 World Series in a 5–4 Game 7 thriller over the Blue Jays, with Shohei leading the charge as Dodger Stadium - and half of L.A. - erupted in chaos worthy of Hollywood.

Mario Nawfal

98,331 görüntüleme • 9 ay önce

I had an incredible chat with se, co-founder of fomo (now @fomo). fomo launched less than a year ago but has already had a remarkable rise, becoming a go-to trading app for both crypto-native and mainstream users alike. We cover a lot of ground, from the original motivation to build fomo, to recruiting the early team, what worked (and didn't work) with user acquisition, and what he's learned over the past year. Sometimes the success behind certain crypto products can feel random, but it's clear that fomo's is not. They've been extremely intentional with every part of the company (team/product/growth/fundraising), and it reflects in the feedback from users. Was a pleasure recording this one. (0:00) Intro (1:13) Early life. Jersey and Yale (7:03) Working on product at dYdX and meeting Paul (14:06) The genesis of fomo, early team formation (33:42) Product-first philosophy and obsession with UX (46:24) User-led growth and getting to know your customers (59:48) Raising Series A from Benchmark (1:06:22) Where fomo is heading; the speculation graph era (1:21:49) Building a social product to match its growth (1:28:58) Memecoins as a category (1:40:35) Other teams that Se admires
1:43:58

I had an incredible chat with se, co-founder of fomo (now @fomo). fomo launched less than a year ago but has already had a remarkable rise, becoming a go-to trading app for both crypto-native and mainstream users alike. We cover a lot of ground, from the original motivation to build fomo, to recruiting the early team, what worked (and didn't work) with user acquisition, and what he's learned over the past year. Sometimes the success behind certain crypto products can feel random, but it's clear that fomo's is not. They've been extremely intentional with every part of the company (team/product/growth/fundraising), and it reflects in the feedback from users. Was a pleasure recording this one. (0:00) Intro (1:13) Early life. Jersey and Yale (7:03) Working on product at dYdX and meeting Paul (14:06) The genesis of fomo, early team formation (33:42) Product-first philosophy and obsession with UX (46:24) User-led growth and getting to know your customers (59:48) Raising Series A from Benchmark (1:06:22) Where fomo is heading; the speculation graph era (1:21:49) Building a social product to match its growth (1:28:58) Memecoins as a category (1:40:35) Other teams that Se admires

Derek Hsue

39,071 görüntüleme • 4 ay önce

🚨🤯 Eric Trump Officially Says “SWIFT IS FINISHED AND WE’VE BROKEN THE BANKS” Eric Trump just said SWIFT is FINISHED and blockchain will replace it with instant 24/7 settlements on your phone. Is this why Russia just launched the XRP Index the same day Clarity Act voting was done and Trump goes to China for economic partnership? Recently, JP Morgan with Ripple executed the first-ever crypto transaction connecting the XRP Ledger to Interbank Settlement. While you can use Bitcoin for transactions, ONLY the XRP Ledger has the tech, partnerships and financial stack built to actually do it. Why Ripple/XRP Ledger are the ONLY company/blockchain piloted across BRICS nations, Japan & South Korea? Why did SBI Japan CEO say that “XRP will be very expensive.” Why it’s already LIVE with banks in all U.S. states? The dots are connecting 👀
0:34

🚨🤯 Eric Trump Officially Says “SWIFT IS FINISHED AND WE’VE BROKEN THE BANKS” Eric Trump just said SWIFT is FINISHED and blockchain will replace it with instant 24/7 settlements on your phone. Is this why Russia just launched the XRP Index the same day Clarity Act voting was done and Trump goes to China for economic partnership? Recently, JP Morgan with Ripple executed the first-ever crypto transaction connecting the XRP Ledger to Interbank Settlement. While you can use Bitcoin for transactions, ONLY the XRP Ledger has the tech, partnerships and financial stack built to actually do it. Why Ripple/XRP Ledger are the ONLY company/blockchain piloted across BRICS nations, Japan & South Korea? Why did SBI Japan CEO say that “XRP will be very expensive.” Why it’s already LIVE with banks in all U.S. states? The dots are connecting 👀

Stellar Rippler🚀

61,426 görüntüleme • 2 ay önce

Reserve Unofficial Update Who's this then? Been in the wilderness and decided a hamburger beats grass and mud? Just been so busy at work that breathing is a luxury? All of the above. Mallo returns in new tweety form (apologies Elon, but I guess you've got bigger fish to fry) - a dictat delivered from El Lodge @ReserveLodge. This unfortunately will be sporadic for the time being until I can organise a bit more time to gathering data and keeping on top of 'all things Reserve'. But certainly add comments to the tweet to suggest what you're most interested in and I'll look to adjusting the content so it's what you want to hear.... So - memory lane? haha 2024 : Arbitrum launch - 3rd anniversary of Medium articles 2023 : eUSD goes live with $1,000,000 Mcap 2022 : Vz app has 100,000 users since Jan 2021 : Marzo! Onboarding for Vz app Anything happened since December? Seems so! Obviously it's Index DTF time - Decentralised Token Folios - ETFs for crypto in 1 click. Reserve now splits into 2 parts - Yield Protocol - think stables and earners - and Index protocol - follow the price, guys - ETF stylee... Live baby - and do we have some big hitters! Bloomberg CoinDesk Data & Indices MarketVector Indexes Token Terminal 📊 Virtuals Protocol Universal liquid 💧 Curated by Re7 Labs in most cases Launch was at ETH Denver and coverage was wild - Thomas was on CNBC ffs! In other news, Devs still cooking, Freds back with a DTF rigatoni and links to all the fun below - oh and TVL? New look DTF reserve app page and coming soon - build your own DTF. ** Breaking ** US Govt owns $RSR - it's official. NFA. - read all about it.. - New look Reserve App page - investigate! Nevin explains DTF in context of greater goal Question Dollars video for DTF FRED! CNBC DTF launch Index the world. And please comment on what you want to see - El Lodge will cogitate and digest... Nassim Nicholas Taleb Niall Ferguson Well, why not - these guys need to know about both index and yield protocols!
7:19

Reserve Unofficial Update Who's this then? Been in the wilderness and decided a hamburger beats grass and mud? Just been so busy at work that breathing is a luxury? All of the above. Mallo returns in new tweety form (apologies Elon, but I guess you've got bigger fish to fry) - a dictat delivered from El Lodge @ReserveLodge. This unfortunately will be sporadic for the time being until I can organise a bit more time to gathering data and keeping on top of 'all things Reserve'. But certainly add comments to the tweet to suggest what you're most interested in and I'll look to adjusting the content so it's what you want to hear.... So - memory lane? haha 2024 : Arbitrum launch - 3rd anniversary of Medium articles 2023 : eUSD goes live with $1,000,000 Mcap 2022 : Vz app has 100,000 users since Jan 2021 : Marzo! Onboarding for Vz app Anything happened since December? Seems so! Obviously it's Index DTF time - Decentralised Token Folios - ETFs for crypto in 1 click. Reserve now splits into 2 parts - Yield Protocol - think stables and earners - and Index protocol - follow the price, guys - ETF stylee... Live baby - and do we have some big hitters! Bloomberg CoinDesk Data & Indices MarketVector Indexes Token Terminal 📊 Virtuals Protocol Universal liquid 💧 Curated by Re7 Labs in most cases Launch was at ETH Denver and coverage was wild - Thomas was on CNBC ffs! In other news, Devs still cooking, Freds back with a DTF rigatoni and links to all the fun below - oh and TVL? New look DTF reserve app page and coming soon - build your own DTF. ** Breaking ** US Govt owns $RSR - it's official. NFA. - read all about it.. - New look Reserve App page - investigate! Nevin explains DTF in context of greater goal Question Dollars video for DTF FRED! CNBC DTF launch Index the world. And please comment on what you want to see - El Lodge will cogitate and digest... Nassim Nicholas Taleb Niall Ferguson Well, why not - these guys need to know about both index and yield protocols!

Mallo

11,101 görüntüleme • 1 yıl önce