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Ignacio Aguirre

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...

Prediction Markets Are Emerging as Real-Time Infrastructure for Pricing Uncertainty

Prediction markets are quietly becoming one of the fastest-growing information layers in finance. The market is no longer waiting for analysts or quarterly reports to...

FOMC Minutes Highlight AI’s Growing Impact on Inflation and Liquidity

The latest FOMC meeting minutes revealed that Federal Reserve officials are increasingly focused on persistent inflation risks tied to energy prices, tariffs, geopolitical tensions,...

Anthropic’s $1 Trillion Valuation Strengthens AI Pricing Across Markets

Anthropic’s implied $1 trillion valuation shows how aggressively private capital is pricing companies that are converting AI demand into revenue. Reported annualized revenue has reached...

Bitcoin Holds Macro Strength as Structural Buying Absorbs Geopolitical Uncertainty

Bitcoin's recent rise is a classic relief attributed to the uncertainty amongst investors due to rising geopolitical tensions. With over $175M shorts getting liquidated...

CLARITY Act Proposal Triggers Circle Repricing as Stablecoin Yield Limits Reshape Market Expectations

The latest CLARITY Act language is beginning to reshape how markets assess stablecoin-linked business models, particularly where growth expectations have been tied to user...

Meme Coin ETFs Reflect Regulatory Openness, Not Institutional Conviction

While regulatory pathways for multi-asset crypto ETFs are expanding and enabling broader asset inclusion beyond Bitcoin and Ethereum, institutional interest in meme coins such...

Crypto Trades Alongside Gold as Geopolitical Hedge Narrative Strengthens

I see this cross-asset rebound as strong validation of crypto’s evolving safe-haven credentials. Spot Bitcoin and Ethereum ETFs recorded substantial institutional inflows, pushing BTC back...

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