RT BSCN (@BSCNews)WHAT IS INTERNET COMPUTER? @dfinity $ICP is an OG in the crypto space... Will 2025 see a resurgence?https://t.co/B319LH4cPj ...

Industry Focus - The report focuses on developments within the cryptocurrency industry [1] Information Source - The information is available via a link provided in the document [1]

Summary of Key Points from the Conference Call Industry Overview - The report discusses the performance of the US equities market, particularly focusing on the S&P 500, which gained 2.4% this week, closing near all-time highs (ATH) [4][19] - Key sectors mentioned include Real Estate, Technology, and Industrials, with notable performance variations among them [4][54] Core Insights and Arguments - **Market Performance**: The S&P 500's recent performance is attributed to a constructive earnings season and a changing outlook on the US economy [4][19] - **Sector Performance**: - **Top Performers**: Global Rare Earths (+14.64% WoW, +167.35% YTD), Global Copper (+6.90% WoW, +15.01% YTD), and Megacap Tech (+5.15% WoW, +16.49% YTD) [3][4] - **Bottom Performers**: Obesity Drugs (-5.83% WoW, -12.25% YTD), Nat Gas (-2.22% WoW, +0.77% YTD), and Secular Growth (-1.51% WoW, +9.89% YTD) [3][4] - **Investor Behavior**: Hedge Funds (HFs) net sold US equities at the fastest pace in four months, primarily in Macro Products, while Long Only (LO) investors were net buyers [4][19][10] - **Gold Market**: A surprise report on US import tariffs on gold bars led to gold futures reaching new all-time highs, with a notable increase in open interest and ETF holdings [4][24] Additional Important Insights - **Earnings Season**: 60% of companies exceeded earnings per share (EPS) expectations by more than one standard deviation, indicating stronger-than-expected performance [20] - **Volatility Trends**: The VIX index saw a significant drop, reflecting a more bullish market sentiment [4][37] - **Economic Outlook**: The economics team anticipates inflation data to reflect tariff impacts in the coming months, potentially leading to a slowdown in growth [44][45] - **Sector-Specific Insights**: - **Industrials**: Housing stocks performed well, driven by expectations of a dovish Federal Reserve and better-than-expected earnings [52] - **Consumer Sector**: Price reactions to earnings were weak, indicating a potential rotation into housing and technology sectors [53] - **Financials**: Banks are seen as a source of funds amidst market derisking, with a focus on rate sensitivity profiles as a potential rate-cutting regime approaches [54] Conclusion - The report highlights a complex interplay of sector performances, investor behaviors, and macroeconomic factors influencing the US equities market. The insights provided can guide investment strategies and risk assessments moving forward.

RT Keren Elazari is in Las Vegas (@k3r3n3)That time when @Kitboga came to @defcon to talk about working with @c7five and @krakenfx about scamming the crypto scammers ! https://t.co/Aop04Zf8kx ...

RT Owl Explains by Ava Labs 🔺 (@OwlExplains)The UK and the US are moving fast on stablecoin rules, but not in lockstep. 🇺🇸 The US just made history with the #GENIUSAct, the first federal framework for payment stablecoins. 🇬🇧 Meanwhile, the FCA is wrapping up its consultation on a similar regime.Both frameworks aim to bring stability, transparency, and accountability to fiat-backed stablecoins — but they differ in the details:🪙 Redemption timelines🏦 Issuer requirements🌐 Cross-border access🚫 Interest payments ...

RT BSCN (@BSCNews)WHAT IS INTERNET COMPUTER? @dfinity $ICP is an OG in the crypto space... Will 2025 see a resurgence?https://t.co/B319LH4cPj ...

#Bitcoin – What’s Next?The Big Macro Report: Everything You Need to Know🚩 TA / LCA / Psychological Breakdown: This week Trump approved a $12.5 trillion pension fund executive order, This allows to include Bitcoin alongside equities and real estate to the pension fund! This unlocks a multi trillion dollar INJECTION for BTC within retirement portfolios! Those who are now working in the US can invest in BTC and its added into the pension fund! This is a massive, a really massive integration into the US system. ...

RT Juan (@juanaxyz00)Betting on Zcash because it embodies the vision of a future that I want.Too much of crypto is just bland, unsalted, flavorless slop, an even worse continuation of the system that already exists.If you don't stand for something then you stand for nothing. ...

#Crypto被卷得焦头烂额，还是没有解决核心问题。 ...

Industry Perspective - The crypto industry suggests that the future is already here, implying a sense of urgency for adoption [1] - The industry implies that those not yet involved in crypto need to justify their absence, suggesting a belief in its inevitable mainstream acceptance [1]