Experts' opinions
Strong AI Capex Keeps Markets Focused on Growth Over Rate Cuts
Nvidia’s latest outlook and continued AI spending by major technology firms including Microsoft, Amazon, Google, and Meta suggest markets may need to further scale...
Ethereum’s Bitcoin Slump May Be Nearing an End as CLARITY Act...
ETH's underperformance against Bitcoin has largely been driven by capital rotating into BTC's increasingly dominant "digital gold" narrative and stronger institutional demand.
While Bitcoin has...
Rising Japanese Bond Yields Are Repricing Global Liquidity Conditions
Japanese government bond yields continued rising this week, with the 10-year JGB yield approaching 2.7%, increasing pressure on global funding markets.
For years, yen-funded carry...

