berachain airdrop BERA price. Photo by BeInCrypto Donald Trump announced that he would impose an additional 100% tariff on Chinese products starting Nov. 1, in strong retaliation against China’s decision to restrict exports of rare earth materials essential for high-tech manufacturing. Markets reacted sharply to the announcement, with the S&P 500 index falling 2.7% from the previous day. The news triggered widespread volatility across global equities, leading crypto-related stocks to post steep declines a ...

Market Overview - Wall Street has experienced a rally this year, overcoming slowdown fears linked to Trump's tariff tensions, with a significant rebound following trade deals and a tech boom driving markets higher [1] - Major indices such as the S&P 500, Dow Jones, and Nasdaq Composite have reached new all-time highs, with SPDR S&P 500 ETF Trust (SPY) up 13.1%, SPDR Dow Jones Industrial Average ETF Trust (DIA) up 8.8%, Invesco QQQ Trust (QQQ) up 16.8%, and iShares Russell 2000 ETF (IWM) up 9.3% year-to-date [2] Federal Reserve Actions - The Federal Reserve implemented its first rate cut of the year in September to address a softer labor market, indicating potential further easing [3] IPO Market - The IPO market remains robust, with six companies going public in early September, each raising over $100 million, marking a significant milestone not seen since November 2021 [4] Sector Performance Gold & Silver Miners - iShares MSCI Global Silver and Metals Miners ETF (SLVP) is up 129.9%, and iShares MSCI Global Gold Miners ETF (RING) is up 126.6%, with SPDR Gold Trust (GLD) gaining 40% and iShares Silver Trust (SLV) gaining about 48% year-to-date, driven by their safe-haven appeal [5] Bitcoin Miners - CoinShares Bitcoin Mining ETF (WGMI) is up 93.3%, with Bitcoin prices increasing by about 19% this year due to higher institutional adoption; IREN Limited (IREN) is up 350% and Cipher Mining (CIFR) is up 193% year-to-date [6] Uranium - Global X Uranium ETF (URA) is up 88.1%, driven by increasing global electricity needs and renewed interest in nuclear energy, despite facing regulatory and cost challenges [7][8] Defense Sector - Select STOXX Europe Aerospace & Defense ETF (EUAD) is up 86.9% and Global X Defense Tech ETF (SHLD) is up 79.7%, fueled by rising geopolitical tensions and increased global defense spending [9][10] - European Union defense spending is projected to rise by approximately €80 billion ($84 billion) by 2027, equivalent to about 0.5% of GDP [11]

大摩认为，比特币矿企拥有约6.3吉瓦的已运营大型站点，以及另外2.5吉瓦在建产能，是AI公司"最快获得电力、执行风险最低"的选择。若将矿场改造 为数据中心，所创造的股权价值可达每瓦特5至8美元，远高于许多比特币矿企当前的交易水平。 报告分析，即使将天然气涡轮机交易（约15-20吉瓦）、Bloom Energy的燃料电池（约5-8吉瓦）以及利用现有核电站的方案（约5-15吉瓦）等所有创 新措施都考虑在内，并假设它们都能顺利执行， 到2028年，美国数据中心开发者仍将面临约5至15吉瓦的电力短缺。 施耐德电气最近的一份调查报告 也印证了这一挑战，指出"获取电力"已成为数据中心项目延期的首要原因。 人工智能的爆发式增长正引发对电力的空前渴求，而能够立即满足这一需求的供给却极为有限。 根据摩根士丹利21日的研究报告， 2025年至2028年间，仅美国就面临高达45吉瓦（GW）的数据中心电力缺口。 即便考虑到天然气、核能等其他创新 解决方案，缺口依然存在。 与需要数年才能并网的新项目不同，比特币矿企拥有现成的、已接入电网的大型场地和电力容量。报告指出， 美国比特币矿企拥有约6.3吉瓦的已运营 大型站点，以及另外2.5吉 ...

Group 1 - The core point of the article highlights the unprecedented demand for electricity driven by the explosive growth of artificial intelligence (AI), with a significant power shortfall projected in the U.S. data center sector from 2025 to 2028 [1][2] - Morgan Stanley's report estimates that the electricity demand for U.S. data centers will reach 65 gigawatts (GW) by 2028, while the grid can only provide 15 GW of immediate capacity, resulting in a shortfall of approximately 45 GW [2][5] - Even with innovative solutions like natural gas turbines and fuel cells, the projected shortfall remains between 5 to 15 GW by 2028, indicating a critical power bottleneck for data center developers [2][4] Group 2 - Bitcoin mining companies possess significant advantages in this context, as they have existing large-scale power supply capabilities and approved grid connections, making them a viable option for AI companies seeking immediate power access [1][4] - U.S. Bitcoin mining firms currently operate approximately 6.3 GW of large-scale sites, with an additional 2.5 GW under construction and 8.6 GW in development with grid access permits [5][8] - The potential economic value of converting Bitcoin mining sites into AI data centers is substantial, with estimates suggesting that such conversions could create equity values ranging from $5.19 to $7.81 per watt, significantly higher than current trading levels of many mining companies [8]

Group 1 - American Bitcoin, supported by Donald Trump's sons, completed its merger with Gryphon Digital Mining and began trading on NASDAQ under the ticker "ABTC" [1][5] - Post-opening, American Bitcoin experienced a volatility halt after rising 31% to $9.04 per share, later expanding to a 90% increase, reaching $13.20 per share [2][3] - Hut 8 holds an 80% stake in American Bitcoin, and the combined entity will retain the name "American Bitcoin" [5][10] Group 2 - The stock of American Bitcoin surged significantly, with a notable increase of 91.30% to $13.20, following its market debut [3][2] - Hut 8's stock initially rose over 3.8% but later fell by 0.33% after the opening of American Bitcoin [5] - The merger is seen as a strategic move to leverage existing financing channels rather than pursuing a traditional IPO [10] Group 3 - The Trump family's involvement in cryptocurrency has been expanding, with their crypto asset World Liberty reportedly increasing in value by $5 billion [10][13] - The cryptocurrency market remains volatile, with significant fluctuations in asset values, impacting the Trump family's holdings [13] - Eric Trump has indicated a potential interest in future political endeavors, although he is currently focused on business [14][16]

Market Overview - Major U.S. indices opened high but closed lower, with the market awaiting key inflation reports such as CPI and PPI [1] - The Dow Jones fell by 200.52 points (0.45%) to 43,975.09, the Nasdaq dropped by 64.62 points (0.3%) to 21,385.4, and the S&P 500 decreased by 16 points (0.25%) to 6,373.45 [1] - C3.ai saw a significant decline of 25.6%, while Intel rose by 3.51% and Nvidia fell by 0.35% [1] European Market - The German DAX30 index decreased by 118.41 points (0.49%) to 24,074.93, while the UK FTSE 100 index increased by 29.03 points (0.32%) to 9,124.76 [2] - The French CAC40 index fell by 44.48 points (0.57%) to 7,698.52, and the European Stoxx 50 index dropped by 15.99 points (0.30%) to 5,331.75 [2] Asia-Pacific Market - The Nikkei 225 index rose by 1.85%, while the KOSPI index in South Korea fell by 0.1% [3] - The Indonesian Composite Index increased by 0.96% [3] Currency and Commodities - The U.S. Dollar Index rose by 0.35% to 98.519, with the Euro and Pound both declining against the dollar [3] - Crude oil prices saw slight increases, with light crude futures for September rising by $0.08 to $63.96 per barrel (0.13%) and Brent crude for October increasing by $0.04 to $66.63 per barrel (0.06%) [3] Gold and Metals - Spot gold fell by 1.61% to $3,342.88 per ounce, with a daily low of $3,341.40 [4] - Trump's comments regarding tariffs on gold did not provide further clarity, impacting market sentiment [4] Cryptocurrency - Bitcoin decreased by 0.65% to $118,484.7, while Ethereum fell by 1.2% to $4,200.54 [5] Macro News - Trump's team is considering candidates for the Federal Reserve Chair position, including Bowman, Jefferson, and Logan, with an announcement expected in the fall [6] - The potential for stagflation poses a new risk to the U.S. dollar, as highlighted by TD Securities [7] Company News - Tesla's stock rose for the fourth consecutive day, driven by increased demand and extended delivery times for its Model Y [8] - Intel's CEO received a positive endorsement from Trump after previously facing calls for resignation, leading to a rise in Intel's stock price [8] - Marathon Digital Holdings (MARA) is in talks to acquire a majority stake in Exaion from EDF for approximately $168 million, marking its entry into the AI infrastructure space [9] - Ford announced a $5 billion investment in the U.S. to produce new electric vehicles, creating nearly 4,000 jobs [9]

Market Overview - Major U.S. indices opened high but closed lower, with the market awaiting key inflation reports such as CPI and PPI [1] - The Dow Jones fell by 200.52 points (0.45%) to 43,975.09, the Nasdaq dropped by 64.62 points (0.3%) to 21,385.4, and the S&P 500 decreased by 16 points (0.25%) to 6,373.45 [1] - C3.ai saw a significant drop of 25.6%, while Intel rose by 3.51% and Nvidia fell by 0.35% [1] European and Asian Markets - The German DAX30 index decreased by 118.41 points (0.49%) to 24,074.93, while the UK FTSE 100 rose by 29.03 points (0.32%) to 9,124.76 [2] - The French CAC40 index fell by 44.48 points (0.57%) to 7,698.52, and the European Stoxx 50 index dropped by 15.99 points (0.30%) to 5,331.75 [2] - In Asia, the Nikkei 225 index increased by 1.85%, while the KOSPI index fell by 0.1% [2] Currency and Commodities - The U.S. Dollar Index rose by 0.35% to 98.519, with the Euro and Pound both declining against the dollar [3] - Crude oil prices saw slight increases, with light crude futures for September rising by $0.08 to $63.96 per barrel (0.13%) and Brent crude for October increasing by $0.04 to $66.63 per barrel (0.06%) [3] Metals and Gold - Spot gold prices fell by 1.61% to $3,342.88 per ounce, with a low of $3,341.40 during the day [4] - Trump's comments regarding tariffs on gold have created market fluctuations, but no official order has been released yet [4] Cryptocurrency - Bitcoin decreased by 0.65% to $118,484.7, while Ethereum fell by 1.2% to $4,200.54 [5] Macro News - Trump's team is considering candidates for the Federal Reserve Chair position, including Bowman, Jefferson, and Logan, with an announcement expected in the fall [6] - The potential for stagflation poses a new risk to the U.S. dollar, as highlighted by TD Securities [7] Company News - Tesla's stock rose for the fourth consecutive day, driven by increased demand and extended delivery times for its Model Y [8] - Intel's CEO received a positive endorsement from Trump after previously facing calls for resignation, leading to a stock price increase of over 2% [8] - Marathon Digital Holdings is in talks to acquire a majority stake in Exaion for approximately $168 million, marking its entry into the AI infrastructure sector [9] - Ford announced a $5 billion investment in the U.S. to produce new electric vehicles, creating nearly 4,000 jobs [9]

智通财经APP获悉，CoreWeave(CRWV.US)周一宣布，已同意以全股票交易方式收购Core Scientific公司 (CORZ.US)，交易估值约90亿美元。通过此次收购，CoreWeave将得以扩充其人工智能数据中心的算力 规模。 根据CoreWeave发布的声明，此次交易对Core Scientific的股票估值为每股20.40美元，较6月25日(两家公 司进入深入谈判的前一个交易日)的收盘价溢价66%。 CoreWeave首席执行官迈克尔·英特拉托表示："此次收购将加速我们规模化部署人工智能和高性能计算 (HPC)工作负载的战略。" Core Scientific是比特币矿企之一，在人工智能热潮下，正试图借助数据中心空间和电力供应短缺的契 机，拓展至加密货币以外的领域。该公司去年曾迈出扩张第一步，当时提出以约10亿美元收购Core Scientific，同时两家公司还宣布了一系列为期12年的合同——Core Scientific将提供约200兆瓦的基础设 施，用于承载CoreWeave的业务运营。 截至发稿，在美股盘前交易中，CoreWeave股价下跌近3%，Core Scientific股 ...