يواجه الاقتصاد الأمريكي تحديات في ظل تفاعل معقد بين الديون وأسعار الذهب والسياسات. وتُعتبر الأصول المادية كالذهب من أهم الاستثمارات. لذا، يحتاج المستثمرون إلى تحقيق التوازن، والانتباه إلى البيانات، وتجنب التطرف.

Belinda Boa, a prominent active equity specialist and one of BlackRock's senior female executives, is leaving the company after more than 25 years. Bloomberg posted on X, highlighting Boa's announcement on her verified LinkedIn profile. Boa has been a key figure in BlackRock's equity division, contributing significantly to the firm's strategies and operations. Her departure marks the end of a notable tenure at the investment management giant. Boa's future plans have not been disclosed, and BlackRock has yet to comment on her exit.

Indonesia recorded an unusual budget deficit in January as the government increased spending to boost economic growth. Bloomberg posted on X that this move aligns with the government's commitment to stimulate the economy. The increased expenditure is part of a broader strategy to enhance economic performance and address potential challenges. The budget shortfall marks a deviation from previous fiscal patterns, highlighting the government's proactive approach to economic management.

The U.S. Customs and Border Protection (CBP) announced it will cease collecting tariffs imposed under the International Emergency Economic Powers Act (IEEPA) starting Tuesday at 12:01 a.m. Eastern Time (1:01 p.m. UTC+8). According to Jin10, this decision follows a ruling by the U.S. Supreme Court declaring these tariffs illegal. CBP informed shippers via its Cargo Systems Messaging Service (CMSMS) that all tariff codes related to orders previously issued by U.S. President Donald Trump under IEEPA will be deactivated from Tuesday onward. In response, Trump has authorized a new 15% tariff on global goods under a different legal framework, replacing the tariffs invalidated by the Supreme Court last Friday.

South Korea's central bank has reaffirmed its stance that only licensed commercial banks should be permitted to issue won-denominated stablecoins. Bloomberg posted on X, highlighting the bank's concerns about potential money laundering and financial stability risks associated with broader issuance. The central bank's position underscores the importance of regulatory oversight in the burgeoning digital currency sector, aiming to mitigate risks while fostering innovation within a controlled framework. This approach reflects a cautious strategy to balance the benefits of digital currencies with the need for robust financial safeguards.

South Korea's Lee Jae Myung and Brazil's Luiz Inacio Lula da Silva have reached a series of agreements focusing on critical minerals and artificial intelligence. Bloomberg posted on X, highlighting the significance of these deals in strengthening bilateral relations and fostering technological advancements. The agreements aim to enhance cooperation in sectors vital for economic growth and innovation. Both nations are keen on leveraging these partnerships to boost their respective industries and address global challenges. The collaboration underscores the importance of international cooperation in tackling issues related to resource management and technological development.

Qatar's sovereign wealth fund, valued at $580 billion, is reportedly making an investment in a private credit firm managed by former Goldman Sachs partners Tom Connolly and Michael Koester. Bloomberg posted on X, highlighting this strategic move as part of Qatar's broader investment strategy. The investment underscores the growing interest in private credit markets, which have been attracting significant attention from large institutional investors seeking higher returns amid low-interest rates. The involvement of seasoned professionals like Connolly and Koester, who bring extensive experience from their tenure at Goldman Sachs, adds credibility to the venture. This development aligns with Qatar's ongoing efforts to diversify its investment portfolio and capitalize on emerging opportunities in the global financial landscape. The sovereign wealth fund's decision to back a private credit firm reflects a strategic approach to navigating the complexities of the current economic environment.

Honeywell has reached an agreement to lower the purchase price for acquiring Johnson Matthey's Catalyst division, according to sources familiar with the matter. Bloomberg posted on X, indicating that the adjustment was necessary to ensure the completion of the transaction. The deal, initially announced earlier, faced challenges that prompted Honeywell to renegotiate terms to salvage the acquisition. This move reflects Honeywell's strategic efforts to expand its portfolio and strengthen its position in the market. The revised terms are expected to facilitate a smoother transition and integration of Johnson Matthey's Catalyst into Honeywell's operations. Further details regarding the financial aspects of the agreement have not been disclosed.

A whale has deposited 2 million USDC into Hyperliquid, according to ChainCatcher. The investor has also increased their long position in SOL with 20x leverage and has pending orders to further expand this position. Additionally, the whale holds a long position in ETH valued at $11.14 million, also with 20x leverage.

The U.S. energy storage market is projected to expand by 21% this year, driven by increasing demand for batteries. Bloomberg posted on X, highlighting that this growth is expected despite facing challenges from policy headwinds. The solar trade group anticipates that the rising need for energy storage solutions will continue to propel the market forward, underscoring the sector's resilience in navigating regulatory obstacles. This development reflects a broader trend towards sustainable energy solutions, as the demand for efficient storage systems becomes more pronounced.

null source: https://x.com/RealAllinCrypto/status/2025800839428788657

قامت شركة Bitdeer لتعدين البيتكوين بتفريغ محفظتها المشفرة، مما أدى فعلياً إلى خفض حيازتها من البيتكوين إلى الصفر - وهي خطوة غير معتادة للغاية بالنسبة لشركة يدور عملها الأساسي حول تعدين الأصول الرقمية.

ظهرت إعلانات مزيفة تنتحل صفة منصة Uniswap في أعلى نتائج البحث، وقادت المستخدمين إلى مواقع إلكترونية مُقلّدة استنزفت محافظهم الرقمية. وجاء هذا التحذير بعد أن خسر أحد المستخدمين محفظة استثمارية تُقدّر قيمتها بمئات الآلاف من الدولارات، ما دفع مؤسس المنصة، هايدن آدامز، إلى التنديد بالتقاعس المستمر عن وقف هذه الاحتيالات.

إذا انخفضت إيرادات OpenAI عن التوقعات في عام 2026، فقد تنفجر هذه الجولة من فقاعة البنية التحتية للذكاء الاصطناعي.

أطلقت شركة Jinse Finance نشرتها الإخبارية اليومية الخاصة بصناعة العملات المشفرة وتقنية البلوك تشين، "Jinse at 8 AM"، العدد 2976، لتزويدكم بأحدث وأسرع الأخبار حول صناعة العملات الرقمية وتقنية البلوك تشين.

ستكون الظروف في عام 2026 أضعف بكثير، مما يجعل من الصعب مواصلة عمليات الشراء واسعة النطاق دون تدهور قيمة البيتكوين للسهم الواحد.

تستخدم هذه المقالة إطار عمل "السيولة المشفرة M2" لتوفير طريقة تحليلية تشغيلية لحالة السيولة الحالية.

التمويل التقليدي، النظام المالي، الاستثمار، العملات الرقمية مقابل الأسهم: فجوة التقييم. التمويل الذهبي: وصل قطاع العملات الرقمية إلى نقطة تحول.

في السنوات القادمة، ستكون استراتيجية الاستثمار المتنوعة التي تخصص جزءًا من الاستثمارات للأسهم والسندات الدولية وتستخدم نسبة معينة من الذهب كاحتياطي خيارًا جيدًا.

إن النوع الجديد من البنوك المشفرة لا يتعلق فقط بنقل البنوك إلى تقنية البلوك تشين، بل يتعلق بإعادة تشكيل المسار التشغيلي للأموال المودعة والمنفقة والمتزايدة والمقترضة.