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X @CryptoJack
CryptoJack· 2025-09-15 07:30
💥 USDC minting, rising stablecoin liquidity, and #Tether’s $1B USDT printing SHOW that more capital is flowing into the crypto market — get ready for the next move! 🚀 ...
X @Market Spotter
Market Spotter· 2025-09-15 04:00
☀️ Early moves matter: #USDT printing $1B signals fresh capital flow. Are you loading up or watching? 💸 ...
X @外汇交易员
外汇交易员· 2025-09-11 02:53
国际金融协会(IIF)数据显示,8月份投资者向新兴市场股票和债务投资组合投入了近448亿美元(7月为流入381亿美元),为近一年来的最高水平。中国债券和股票市场净流入超过390亿​​美元,而中国以外债券市场则吸引了132亿美元的资金流入。中国以外股票市场在连续3个月流入后,出现74亿美元的流出。IIF经济学家指出,所有(国家或地区)的资金流入量均高于上月,基本格局仍反映出中国在投资组合配置中的巨大作用。投资者仓位似乎对整体风险和政策噪音越来越敏感,特别是在受外部冲击或选举周期影响的经济体。 ...
TechnipFMC(FTI) - 2025 FY - Earnings Call Transcript
2025-09-02 18:17
Financial Data and Key Metrics Changes - TechnipFMC has established itself as a premier offshore equipment company with a strong backlog and higher margins through its Subsea two point zero offering [1][5] - The company is on track to book $30 billion in orders over the last three years and expects another $10 billion next year [7][8] Business Line Data and Key Metrics Changes - The Subsea business has seen an increase in customer base and geographical reach, expanding from 10-12 customers to a broader market [8][10] - Subsea two point zero now represents over 50% of inbound orders, indicating a shift towards more predictable and efficient project execution [32][37] Market Data and Key Metrics Changes - The offshore market is experiencing a resurgence, with increased confidence from clients leading to higher investments [5][15] - Brownfield investments are expected to continue growing due to their high returns and existing capital infrastructure [16] Company Strategy and Development Direction - The company focuses on reducing cycle times and improving project delivery through its Subsea two point zero and integrated offerings [24][48] - TechnipFMC aims to maintain its competitive edge by ensuring predictable project execution and enhancing client confidence in offshore investments [25][42] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the sustainability of the offshore resurgence and the company's ability to grow orders, revenue, and earnings [6][14] - The company acknowledges the need for continuous improvement in execution and delivery to meet higher industry standards [41][46] Other Important Information - TechnipFMC has built new facilities in Saudi Arabia and the UAE to enhance its international business capabilities [58][59] - The Surface Technologies business is primarily driven by the Middle East, with significant contributions from Saudi Arabia and the UAE [56][62] Q&A Session Summary Question: How is the order book evolving? - The order book has expanded with more customers and projects, reflecting a growing interest in offshore investments [8][10] Question: What is the mix of orders between greenfield and brownfield? - The mix includes a surprising level of greenfield projects, with brownfields continuing to attract high levels of investment due to their better returns [14][16] Question: How does TechnipFMC differentiate itself from competitors? - The company competes for capital flows, emphasizing the quality of offshore reservoirs and the ability to deliver projects on time and within budget [22][24] Question: What is the significance of Subsea two point zero? - Subsea two point zero allows for more predictable project execution and has become a significant portion of the order book, driving future earnings growth [32][33] Question: What are the key markets for the Surface Technologies business? - The key markets include the Middle East, particularly Saudi Arabia and the UAE, which are technically challenging but align with the company's strengths [56][62]
X @Crypto Rover
Crypto Rover· 2025-08-29 11:18
In the VIP Group, our trader Cryptex is printing on his Solana trade.As this cycle nears its final stage, more capital will flow into large caps.We’re ready.Apply for access here 👇https://t.co/5JKYrm7f6W https://t.co/oCPWGejCKA ...
X @WALL STREET BINANCE
WALL STREET BINANCE· 2025-07-27 01:33
Market Trends - Capital flow in the BONK ecosystem is decreasing compared to previous days [1] - Capital is rotating into ecosystems unrelated to $BONK [1] - Momentum is swinging back to @pumpdotfun, with its TVL back at $1 billion [1] - Memecoins outside of Pump are heating up, exemplified by $TROLL breaking past its recent ATH [2] - A new bullish wave is anticipated for $TROLL, potentially returning to $30 million soon [2] - More ecosystems are starting to follow the rotation [2]
X @Ivan on Tech 🍳📈💰
RT Solana (@solana)For decades, capital flowed through book-entry systems.Now, it moves across open blockspace.Superstate brings USTB and USCC to Solana — unlocking access to institutional-grade yield strategies on high-performance, composable rails. https://t.co/fh6F9r1lhr ...