RT binji (@binji_x)one way to look at $ETH right now:@SharpLinkGaming & @BitDigital_BTBT have, in just one month, eaten up 82% of all the net new ETH issued since the merge (298,770) + spot ETFs hold 4.11M ETH, which is 11x the net issuance.basically imagine a oil mine that yields one barrel a day while Wall Street swallows six.that is ETH today:- programmed burn turns supply negative whenever fees spike- native yield locks coins in validators- institutional demand is compoundingessentially: ETH is on cours ...

ab Global Research owered by UBS Evidence Lab YES P 3 July 2025 Global Strategy What do China's surging exports mean for the world? China second 'shock' to global trade The last two years have seen a second China 'shock' to global trade, with its export volumes up 20%export vlumesp 20% vs. a 6% rise in the rest of the world. This is China's strongest outperformance since the years following WTO accession. The vast majority of this export surge is going to EM, which now accounts for over half of China's expo ...

RT degen poet (@solanapoet)convictionhas the most limited supply on CTand it’s deflationarywhich is why https://t.co/bkMJLgdOHF ...

Asia Pacific Economic Research J P M O R G A N Haibin Zhu (852) 2800-7039 haibin.zhu@jpmorgan.com JPMorgan Chase Bank, N.A., Hong Kong Branch Grace Ng (852) 2800-7002 grace.h.ng@jpmorgan.com JPMorgan Chase Bank, N.A., Hong Kong Branch Tingting Ge (852) 2800-0143 tingting.ge@jpmorgan.com JPMorgan Chase Bank, N.A., Hong Kong Branch Tongfang Yuan (852) 2800-0085 tongfang.yuan@jpmorgan.com JPMorgan Chase Bank, N.A., Hong Kong Branch China: 2025 Mid-year economic outlook We have emphasized three themes in China' ...

16 June 2025 | 1:21PM HKT China: Strong retail sales, softer industrial production and investment in May Bottom line: China's May industrial production (IP) and fixed asset investment (FAI) missed market consensus modestly, while retail sales beat meaningfully. IP growth moderated in May on the back of slowing export growth due to increased US tariffs, led by slower output growth in electrical machinery and chemical manufacturing industries. FAI growth declined further, weighed on mainly by slower infrastru ...

As a tech-focused industry Research Analyst, I aim to provide differentiated insights, whether it is for investing, trading, or informational reasons. For this purpose, I am not a classical equity researcher from the financial sector, but, I come from the IT world as the Director of Keylogin InfoTech and my insights are based on my own experience investing for 25 years.Also, my research is often backed by analytics and I make frequent use of charts to support my position.Based on losses during the GFC, I am ...

Group 1 - Marubeni has experienced a significant rally of over 35% since March 2023 [1] Group 2 - The analyst has a background in IT and focuses on providing differentiated insights for investing and trading [2] - The analyst emphasizes a moderate approach to investment, particularly after experiencing losses during the Global Financial Crisis [2] - The analyst covers various themes including automated supply chains, Generative AI, and the deflationary nature of software [2]