JPMorgan sees little impact on bond markets from the $1,000bn loss of equity market value triggered by DeepSeek on Monday, although fears of a broad rise in volatility could have a negative impact on credit spreads. Despite the falls in equities, spreads on high-rated bonds widened by an average of 1 basis point and the CDX investment-grade bond index widened by 0.7 basis point. JPMorgan credit strategists such as Eric Beinstein and Nathaniel Rosenbaum wrote in a note that "this is a logical out...
DeepSeek remains at the top of the App Store charts, according to a daily market watch from QCP Capital. Its latest AI version reverberated across Wall Street and risk asset markets yesterday, with the Nasdaq falling 3% and NVIDIA plummeting to a staggering 17%. The AI frenzy of 2024 has pushed Nasdaq's valuation to unsustainable levels, with a price-to-earnings ratio approaching 2% when trading...
On January 28, the reporter learned from the State-owned Assets Supervision and Administration Commission of the State Council that in 2025, the State-owned Assets Supervision and Administration Commission of the State Council will continue to promote central enterprises to make forward efforts and take the initiative, adhere to both "expansion" and "effective", and increase investment in the three major areas of industrial renewal, scientific and technological innovation, and equipment renewal....
Bloomberg analyst James Seyffart posted on the X platform that Tuttle Capital has just applied to the Securities Exchange Commission (SEC) for 10 different leveraged crypto asset ETFs. This includes a bunch of memecoin products and assets that do not yet have an ETP. This is the first ETP application in the United States tracking Chainlink, Cardano, Polkadot, etc.
On January 27th, QCP Capital's latest analysis pointed out that Bitcoin and other risk assets fell back to below $100,000, mainly due to the continuous fermentation of Deepseek-related news since the weekend. Deepseek's breakthroughs in cost efficiency and open-source technology could pose a threat to US AI dominance, according to analysts. Trump has successfully used tariffs to force Colombia to accept repatriation.
The net purchase amount of southbound funds reached 5 billion yuan.
DefiLlama data shows that the total market value of stablecoins exceeded 215 billion dollars, currently at 2155.29 billion dollars, a new high; an increase of 2.59% in the past week, USDT market share fell to 64.82%. It is worth mentioning that the market value of USDC reached $52.079 billion, an increase of nearly 20% in the past month.
On January 27th, according to The Block, Adam Winnick, managing director of Finality Capital Partners, called Trump's launch of TRUMP "fascinating and frustrating." It is fascinating because such a large-scale tokenization impact could have a huge impact on the crypto industry, the United States, and society as a whole. But he also pointed out that the nature and timing of the launch were "so bold" and frustrating, "it makes us...
On January 27, Andrew Kang, co-founder of Mechanism Capital, said in a post that the investment logic of the $TRUMP token is simple, and the trading of meme coins mainly depends on attention, and Trump is the world's largest attention monopoly. This situation will not change after the inauguration. Andrew Kang has previously posted that he believes that the market value of $TRUMP tokens is expected to reach $100 billion circulating market value/$500 million fully diluted valuation, and surpass D...
1 月 27 日,Mechanism Capital 联合创始人 Andrew Kang 在 x 发文表示,$TRUMP 代币的投资逻辑很简单,迷因币的交易主要依赖于关注度,而特朗普是世界上最大的注意力垄断者,这种情况在就职典礼后也不会改变。 此前 Andrew Kang 曾经发文表示,他认为 $TRUMP 代币市值有望达到 1000 亿美元流通市值/5 亿美元完全稀释估值,并超越 Doge,因为相比投资随机的狗狗币,投资特朗普品牌更容...
HODL15Capital 发布图标分析称,过去一年多,比特币市场出现明显的资金分化趋势。 数据显示,小额投资者持续净卖出比特币,而大资金玩家(如 ETF、MicroStrategy 等)则成为市场的主要净买家。他们不仅接盘了小额投资者卖出的全部比特币,还吸收了所有新挖出的比特币。 这一趋势表明,大机构对比特币的长期价值保持高度信心,同时也凸显了市场资金集...