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@virtualbacon
Crypto and macro in plain English. Every day: the levels I am watching and the positions I actually hold. No hype. Livestreams Mon-Fri.
World & Business
Binance resumed withdrawals; $3.64B in net outflows followed, while Circle froze more than $1.1B in related USDC.
World & Business
Polymarket's November 1 odds favored Democrats for the House (95%) and Senate (73%), a market roundup said.
World & Business
Oil settled at multi-month highs (WTI ~$104/bbl) amid Middle East supply concerns; ExxonMobil and Chevron beat Q3 forecasts.
World & Business
The Fed held rates with a dissent for hike; ECB held at 2.5%; BOJ held but signaled inflation target met and potential future hikes. Markets are pricing further tightening ahead.
World & Business
A market recap says Microsoft shares rose 4%, while Alphabet fell more than 11% after hours.
World & Business
An October 28 post listed provisional seat counts: 53 for Netanyahu's bloc, 48 for Eisenkot's and 19 for Arab-led parties.
World & Business
Anthropic (Claude AI maker) disclosed Q3 revenue of ~$17B (up 1,100% YoY) but reported a net loss of ~$23.3B in updated S-1 filing. The company faces ~$8.5B+ in long-term compute commitments through 2045, raising questions about sustainability and requiring ~$188B annual revenue to cover costs at scale.
World & Business
A market roundup says the company is cutting 5% of its global workforce to prepare for AI; shares fell 3.7%.
World & Business
The Wall Street Journal reports SK Hynix shelved a potential U.S. listing of Solidigm amid market conditions and share-price trends.
World & Business
CNBC quotes Musk calling a merger a good idea, but MarketWatch reports the committees have not agreed on terms.
World & Business
Ripple, via Ripple Prime, is participating in the DTCC's tokenization push launching this month, joining institutions like BlackRock and JPMorgan. Standard Chartered targets $28/XRP by 2030 amid stablecoin payment growth of 45% year-to-date.
World & Business
A post cites a 5.5% weekly Nasdaq 100 slide; another argues 'Black Monday' warnings can be buying signals.
Technology
Coin Bureau says the fund could receive up to 2% more shares per 50% valuation increase, subject to board approval.
Technology
The company says the model improves benchmarks, task speed and output length over its predecessor.
Technology
Gizmodo reports delivery estimates for all color and storage options slipped to mid-November in under five minutes.
World & Business
Ukrainian President Zelenskyy announced Kyiv would resume strikes on Russian oil refineries after halting them at US request. Russia continued attacking Ukrainian energy infrastructure. Zelenskyy reported feeling 'betrayed' due to Starlink throttling and reduced US intelligence sharing.
World & Business
CNBC reports Asian tech stocks fell as U.S. semiconductor losses spread, amid worries about AI financing and competition.
World & Business
A market roundup says the University of Michigan reading was down from 48.1 and below a 47.8 forecast.
World & Business
Coin Bureau said initial jobless claims came in at 197,000 against 200,000 expected, reinforcing a hawkish Fed outlook.
Technology
OpenAI says GPT-6 and Intelligent UI let you explore visual explanations and use budget calculators without leaving the conversation.
