Oil Market Analysis - US liquid supply has increased by 13 million barrels per day, with approximately half from crude oil and half from natural gas liquids [2] - The current oil price level is considered attractive for the US economy as a whole [5] - An oil price in the low 50s (USD) is estimated to be needed for US shale producers to make a 15% return [6] - Strong supply growth environment exists due to the US, Brazil, Guyana, and core OPEC countries like Saudi Arabia [4] Metals Market Analysis - Fed cuts tend to support metals prices significantly more than energy prices [7] - Annual gold production from mines is only 1% of the total stock [9] - Potential US tariffs are leading to metal being shipped outside of the London market, putting upward pressure on both silver and copper prices [11] Strategic Petroleum Reserve (SPR) - The US is refilling the SPR at a very slow pace [12] - The optimal level of SPR may be lower than when the US was a net importer [13]

RT Beny (@zeroxbeny)Take a look at how sharp the @USDC supply increases on @XDCNetwork every day, alongside other chains.USDC supply growth across chains during the past 30 days, topped by XDC Network's strong 211% surgesource: @tokenterminal ...

USDC supply on @Polkadot AssetHub is up +259.4% in the past month, reaching $245 million.A trend to follow. https://t.co/JgFWAtNFc5 ...

Hyperliquid is responsible for 14% of USDC's supply growth in 2025 https://t.co/qo646e7yaN ...

🛒⛓️ ICYMI: ~50% of USDC transfers occur on @solana.A leading indicator for $USDC supply growth on $SOL? https://t.co/2I5upIJzdE ...

🚨 Stablecoin supply has doubled since Jan '24, growing from ~$130 billion to ~$270 billion.The current expert forecast is ~$2 trillion supply by 2030. https://t.co/O3uNldw7UE ...

Stablecoin supply is growing on BNB Chain! 👀CoinMarketCap (@CoinMarketCap):The supply of stablecoins on @BNBCHAIN has grown by 57.84% this year.Only 900 million away from the ATH 👀 https://t.co/mZJtYosfd3 ...

The supply of stablecoins on @BNBCHAIN has grown by 57.84% this year.Only 900 million away from the ATH 👀 https://t.co/mZJtYosfd3 ...

Look, it is the first meeting of minds since, well, first the Iran Israel war, but then also that Opec+ decision over the weekend to bring back extra barrels to the market. And the feeling is that opec+ have changed their strategy over the last couple of months. Why do you think that is the case. Why do you think they decided to accelerate the pullback.All right. Great to be with you, Jomana. You know, I don't think they've changed their strategy. I think they've doubled down on their strategy.It's clear go ...