Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors. When Greg Abel succeeded Warren Buffett as Berkshire Hathaway CEO earlier this year, he made clear he wouldn’t be saying sayonara to the Oracle of Omaha’s way of thinking. On Monday, the cash-flush Berkshire affirmed that position by shopping in one of Buffett’s favourite places, Japan, for some kosupa (that’s bang for your buck, roughly speaking). A deal to acquire a 2.5% strategic stake ...

IG Group, a spread-betting specialist founded in 1974, has been listed in London for 26 years - Chris Batson/Alamy One of Britain’s largest trading groups is considering quitting London to tap into the prediction betting craze in the US. IG Group, a spread-betting specialist founded in 1974, on Thursday announced a review which will include the possibility of shifting its domicile and listing venue overseas. The company said it was considering the move to keep up with prediction betting giants such as P ...

Core Viewpoint - Flow Traders has launched a 24/7 OTC offering for tokenized assets, addressing the increasing demand for reliable access to these assets during extended trading hours [1][2]. Group 1: Company Overview - Flow Traders Ltd. is a leading global trading firm that provides liquidity across multiple asset classes, including digital assets, and has been operational since 2004 [7]. - The company has a strategic investment unit focused on market innovation, aiming to enhance transparency and efficiency in the financial ecosystem [7]. Group 2: Product Offering - The new OTC offering includes two-way liquidity for tokenized money-market funds, equities, and commodities, such as Franklin Templeton's BENJI and Tether Gold [1]. - The offering is designed to support institutions in trading and hedging exposure to tokenized assets, particularly during non-traditional market hours [2][3]. Group 3: Market Context - There is a growing institutional interest in tokenized assets, as they provide opportunities for trading and risk management outside traditional market hours [2]. - The trading volume of tokenized equities and synthetic equity derivatives has reached approximately 2-3% of the notional trading volume of primary U.S. listings for some large-cap stocks [3]. Group 4: Liquidity and Infrastructure - Flow Traders provides 24/7 two-way pricing supported by risk controls tailored for overnight and weekend market conditions [3]. - The OTC platform allows institutions to access liquidity through various connectivity options, including direct FIX connectivity and high-touch OTC execution [4]. Group 5: Future Developments - The asset coverage of the OTC offering will evolve based on counterparty demand, regulatory considerations, and supported venues [5].

Core Insights - S&P 500 financial stocks are experiencing a negative trend, marked by the formation of a Death Cross, indicating weakening momentum and increased downside risk [1][2] Group 1: Death Cross and Historical Context - The recent Death Cross is the first since October 2023, suggesting a significant shift in market dynamics [1] - Historical patterns show that the last Death Cross occurred in November 2023, coinciding with a downturn that began in 2022 due to aggressive Federal Reserve rate hikes [2] - A similar setup in April 2022 saw the sector decline by 18% over six months after the 50-day average fell below the 200-day average [3] Group 2: Underperformance of Financial Stocks - Financial stocks are underperforming relative to the broader market, with their strength compared to the S&P 500 dropping to levels last seen during the COVID-era recovery in late 2020 [4] - This underperformance indicates that challenges in the financial sector extend beyond recent market volatility [4] Group 3: Market Pressures and Hedge Fund Activity - Current pressures on the financial sector include exposure to private credit markets and the macroeconomic impact of rising oil prices [5] - Hedge funds have been actively shorting financial stocks, with net selling observed across banks, insurers, fintech firms, and trading companies [6] - The increase in short interest may reflect broader hedging strategies rather than outright bearish sentiment towards banks [6]

🚨 NEW: Elon Musk’s xAI is hiring Wall Street bankers and traders to train Grok on financial modeling amid layoffs and leadership changes at the company. https://t.co/1VvdrGGhPq ...

I'm working. I'm trying to get it back so that we can have this be. Look at that. Look at that angle.Oh my god. >> Prediction markets have exploded, capturing the attention of eager who can wager on just about anything. >> You can bet on sports. You can bet on world events. You can bet on like what song will be on the charts next week.>> And with that popularity comes a new trend, a wave of startups built around prediction markets, often led by founders still in their early 20s. Jay Molavia is just 22 years ...

Flow Traders 4Q and FY 2025 Results Amsterdam, the Netherlands - Flow Traders Ltd. (Euronext: FLOW) announces its unaudited 4Q and FY 2025 results. Highlights Flow Traders recorded Net Trading Income of €123.8m and Total Income of €121.0m in 4Q25, a decrease of 20% and 24% when compared to 4Q24, respectively. For full year 2025, Net Trading Income came in at €485.8m and Total Income at €480.5m, increases of 4% and 0% year-on-year, respectively.Flow Traders’ ETP Value Traded increased by 22% in 4Q25 to €516b ...

Market Overview - Bitcoin (BTC) has decreased to $68,500, failing to reclaim the $70,000 mark after a brief period above that level over the weekend. The CoinDesk 20 Index (CD20) has also dropped by 0.23% in the past 24 hours. The market is stabilizing after a decline to $60,000, which erased all gains since Donald Trump's presidential election victory in November 2024 [1][2]. Liquidations and Market Dynamics - The recent decline in Bitcoin prompted over $2.7 billion in liquidations, primarily affecting leveraged positions. This selloff may not indicate a fundamental shift in the crypto market but could be linked to declining liquidity in the broader financial ecosystem [2]. - Raoul Pal, CEO of Global Macro Investor, attributed the selloff in crypto and tech stocks to temporary drains in U.S. dollar liquidity related to Treasury operations and government funding dynamics [2]. Impact of Artificial Intelligence - Investments in artificial intelligence (AI) have been absorbing available capital, negatively impacting other sectors, including cryptocurrencies. A note from Wintermute indicated that removing AI companies from the Nasdaq 100 index nearly eliminates the negative skew for crypto [3]. - Jasper De Maere, a trader at Wintermute, stated that the underperformance of crypto during rallies and increased selling during downturns can be largely explained by the rotation into AI investments. For crypto to outperform again, a reduction in AI investment is necessary [4]. Japanese Market Influence - Following Prime Minister Sanae Takaichi's election victory, Japanese government bond yields have risen but are now dropping, which may prevent further unwinding of the yen carry trade. This could potentially lead to up to $5 trillion being reinvested in Japan [4]. - Arthur Hayes, co-founder of BitMEX, suggested that Takaichi's victory could lead to a depreciation of the yen against the dollar, making the Japanese currency less attractive and potentially benefiting risk assets, including cryptocurrencies [5]. Current Price Trends and Investor Sentiment - Prices are expected to remain rangebound for the time being. The Coinbase Premium Index, which measures demand from large U.S. investors, remains negative, and spot bitcoin ETF flows show hesitance, with daily net inflows at just $145 million [6]. - Institutional flows through ETFs and derivatives are currently influencing market direction, while retail investors are diversifying their attention across other asset classes [6].

DJ Khalid; Anotha oneIf you’re familiar with Jump theoretically this should bring a ton of liquidity to the product if they are going that route.I am veryyyyy interested in this partnership.zoomer (@zoomerfied):[ ZOOMER ]JUMP TRADING TO ACQUIRE A STAKE IN POLYMARKET IN EXCHANGE FOR PROVIDING LIQUIDITY: BBG ...

Czech trading firm Second Foundation took inspiration from Isaac Asimov to help crack Europe’s most volatile power market https://t.co/ykuV9PMvtd ...