The co-head of Europe’s most valuable defense startup said the industry is in a bubble and some investors are going to lose money https://t.co/9Nndrlq2Bo ...

RT Bloomberg Live (@BloombergLive)On investments into defense, "There's definitely a bubble right now. In 2021 not a single European VC wanted to touch defense. Now everyone has moved into defense." @HelsingAI's @torstenreil #BloombergTech @TomMackenzieTV https://t.co/ybnXJNAXHm ...

Gold Market Analysis - Gold and silver have seen record inflows of $342 billion (3420 亿) over the past 10 weeks [1] - Central banks have been buying 1,000 to 1,100 tons of gold each year for the last four years, doubling the previous decade's purchases [2] - Central bank buying is seen as hedging against their own ineptitude [3] Volatility Assessment - The VIX volatility index was slightly above 18, after peaking above 28 on Friday [4] - A VIX spike occurred despite a relatively innocuous market move, suggesting leverage in the system [5] - Bouts of volatility are expected to continue for the remainder of the year [5]

Market Analysis - Barclays suggested gold might be in a bubble [1] - The speaker initially doubted the dollar's reserve status would be challenged by the Euro or Chinese Yuan [2] - Central banks are potentially selling dollars and buying gold [3] - If foreign central banks continue reducing Treasury holdings and increasing gold reserves, gold's rise could persist [3]

Market Dynamics - The industry suggests it is difficult to have a bubble when companies report they cannot meet customer demand [1]

Group 1 - The current trend of companies adopting crypto treasury strategies is reminiscent of past market bubbles, with many firms pivoting to crypto to boost their stock prices [1][5][4] - There are now 172 publicly traded companies with bitcoin holding strategies, with 48 emerging in the last quarter alone, indicating a rapid increase in interest [3] - Some companies, previously trading at low stock prices, are now experiencing significant stock surges after announcing crypto strategies, raising concerns about the sustainability of these trends [3][6] Group 2 - Notable examples include a vape company whose shares spiked 800% after announcing a BNB treasury play, and a European soccer investment firm that saw a 400% increase after revealing plans to invest in Solana [6] - The trend has been criticized by market observers, including Mike Novogratz, who warned that the crypto treasury craze may have peaked, yet new companies continue to enter the space [2] - Analysts suggest that investors should critically evaluate whether companies have a genuine crypto strategy or are merely following a trend, as many firms lack prior experience in digital assets [5][3]

Core Insights - Howard Marks' memos have become essential reading for Wall Street over the past 35 years, indicating their significant influence in the investment community [1]. Group 1 - The article highlights the importance of Howard Marks' memos in providing insights and guidance for investors [1]. - It mentions that there are 438 testimonials for iREIT on Alpha, with most being five-star ratings, suggesting a strong reputation and trust among users [1].

Market Sentiment - Tom Lee, Chairman of the biggest Ethereum data company, suggests the "bubble has burst" [1] - The market experienced a lack of drama, prompting Tom Lee's commentary [1] Investment Strategy - An individual investor sold all holdings in $BMNR & $SBET [1] - The investor reallocated funds to purchase the underlying asset, $ETH (Ethereum) [1]

so many funny things about this post1. ethereuim is just classic jokes, like 10/102. if tom lee is calling the bubble being popped, he's just as in trouble as anyone else???3. the bubble will literally continue as long as the bull market does (is it over?)4. everyone knows that there is a catastrophic ending coming at some point with these DATs yet no one wants it to happen yet. some of their blood will likely mark the bottom of the next bera, as forced sellersjust a weird headline tbhzoomer (@zoomerfied):[ ...

the barber says hair is stupidzoomer (@zoomerfied):[ ZOOMER ]TOM LEE, CHAIRMAN OF THE BIGGEST ETHEREUIM DAT, SAYS THE DAT "BUBBLE HAS BURST": FORTUNE ...