Quite cool Aave v4 feature is risk premium:You pay higher borrowing rate if your collateral is riskier (on top of base rate).Safer collateral (wETH, USDC) = cheaper borrow.Riskier collateral = you pay more.In v3 all collateral had flat rate.Basically, if Curve founder wanted to lend $CRV on Aave v4 to borrow stablecoins, he would pay much higher borrowing rate than if collateral was $ETH ...

We have been enjoying some [music] nice low gasoline prices. How quickly are these higher oil prices going to [music] mean higher prices at the pump. Yeah, >> it's going to be very quickly.And like a lot of Americans are probably very aware of oil futures. There are also spot markets, right. Oil prices don't wait to react.That oil delivery that's on the waters reassessed whatever happens globally. It's a very tight economy, a very global economy. And so those spot prices are going up alongside futures.So ke ...

Core Viewpoint - Gold prices have surged significantly, now trading above $5,000 an ounce, reflecting a more than 75% increase over the past year, but this rise is disconnected from traditional fundamental drivers [1][3]. Gold Market Analysis - The recent price action of gold is described as parabolic and disconnected from historical drivers such as real interest rates, inflation surprises, and central bank purchases aimed at diversifying away from the US dollar [3]. - Current gold price movements are primarily driven by financial flows, particularly massive buying from ETFs, rather than fundamental economic indicators [3][4]. - Various narratives are being proposed to justify the rising gold prices, including concerns over dollar debasement, the US deficit, and political uncertainty [4]. Comparative Asset Analysis - Unlike gold, other assets such as US bond yields and the dollar have remained relatively stable, indicating that the current gold price surge is a unique phenomenon [5]. - Bitcoin, previously considered a digital alternative to gold, has been declining, further emphasizing gold's unique position in the market [7]. Future Outlook - The current situation suggests that gold prices may continue to rise until a significant catalyst, such as a rise in real interest rates, emerges to reverse the trend [6]. - There is a recommendation for investors to diversify their portfolios by including other commodities, as gold's performance often positively influences other commodities [8]. - The near-term risk for gold appears to be skewed to the upside rather than the downside [9].

Silver is no stranger to volatility at all. It's a smaller market. It is quite deep in its own right, but it's a much smaller market than gold.And what you will tend to find is that when there's a change in trend. Doesn't matter whether it's into a bullish or bearish phase. Silver will always move by a greater degree than gold does today.Generally speaking, as a rule of thumb, if gold moves either up or down by x percent, let's say, then silver will typically move by two X or even two and a half X and somet ...

"It is what it is."The risk premium on African assets is "justified," argues JPMorgan's Daniel Pinto.He spoke at the Africa Business Summit with Bloomberg News Deputy Editor-in-Chief Reto Gregori https://t.co/mttVUpKdVi https://t.co/utPtQvjwN0 ...