ICEBERG Financial’s Post

The 47th edition of Iceberg weekly newsletter has been published. 📰🎉 What you will read in this issue: Insights from This Week's Analytics Review 🔍📊 • Big Tech's AI Ambitions: A Challenge for Green Energy 💡🌱 • Saudi AI Fund Woos US, Eyes China Exit 🇸🇦💼🇺🇸 • Electric Stalled, Hybrids Hit the Gas ⚡🚗 • No Escape for Big Tech: Regulatory Net Widens in Asia 🌏🔒 Exploring the Financial Developments 💰💼 • Surprise! Poorest Countries' Bonds Top Performers 😲📈 • Gold Price Rally on Shaky Ground: Fed Decision Looms Large 🏅💰📉 • Yuan Talk Off Track: China's Currency Unfazed by Rumors 💱🚂😶 • Copper Price Rally Stalls as China's Economy and Stockpiles Cool 📉📈🥇 • Will Rate Cuts Quell Inflation? BOE Bows to Pressure 💸📉🛠️ Delve Deeply into the world of Crypto 💻🔒💰 • AI Meets Blockchain: The Rise of Decentralized Intelligence 🤝🔗🧠 • Get Rich Quick? Crypto Cash Kings: Big Bucks, Bigger Risks 💰😱🤑 • SEC Hacked, Rules Stalled: A Tech and Policy Mess 🚫🔓📜 • Tether's Windfall Fuels Stablecoin Rethink: Can They Thrive With Rules? 💸💨🔄🧐 I hope you like the added emojis! Let me know if there's anything else I can assist you with. 😊

The Fed Flips the Script: Did AI Predict the Crypto Crash? This week saw a rollercoaster in both traditional equities and the cryptoverse, with a surprising plot twist courtesy of the Federal Reserve. Here's the story: The market initially priced in a May rate cut to combat lingering inflation. But wait, there's more. Recent economic data – a strong manufacturing sector and a stubbornly high personal consumer expenditures index – hinted at continued economic growth. This unexpected data point threw a wrench into the Fed's plans, leading the market to believe a rate cut wouldn't happen until June (if at all). The Domino Effect: From Equities to Crypto Equity markets tumbled as investors recalibrated their expectations. But the real shocker? Cryptocurrencies, often touted as an inflation hedge, also took a nosedive. Bitcoin, the king of crypto, dipped below $65,000 – its biggest intraday decline in weeks. So, the Big Question: Did AI See This Coming? This is where things get interesting. Many AI-powered investment platforms analyze vast amounts of data to predict market movements. But could these algorithms have foreseen the intricate dance between inflation, economic growth, and the Fed's policy shift? Challenge Question: Were there any subtle signals in the data that AI models might have picked up on, hinting at the market's reaction to the delayed rate cut? Beyond the Obvious: Uncommon Questions for AI Enthusiasts While the impact of the Fed's decision is clear, here are some deeper questions for our AI-focused community: Can AI algorithms evolve to not just predict rate cuts, but also anticipate the market's complex response to those decisions? Are there alternative data sources, beyond traditional economic indicators, that AI can leverage to provide a more holistic market picture? With the increasing adoption of AI in finance, could we be witnessing a feedback loop, where AI-driven predictions influence market behavior itself? The answers to these questions could shape the future of AI-powered investing. Stay Curious, Stay Informed The world of finance is a fascinating playground for AI, and this week's market gyrations offer a valuable case study. By exploring the potential of AI in navigating complex economic scenarios, we can unlock new possibilities for investors and the financial landscape as a whole. Want to dive deeper into AI and finance? Head over to Guidescope.info for more cutting-edge insights! #AI #Finance #Cryptocurrency #FederalReserve #MarketPredictions 

"Modest rate cuts could support sensitive assets: Recent fed rate cuts could start to take pressure off interest rate sensitive companies and non-cash-flowing1 assets. This presents potential tailwinds for biotech stocks, bitcoin, and gold. Rebuilding the U.S. physical economy: Themes centered around rebuilding the physical economy, like infrastructure, manufacturing, and homebuilding may be better poised to benefit in the post-election environment, as they sit at the intersection of policy tailwinds and structural changes. AI’s build phase accelerates: Massive investment in AI infrastructure as well as ever more powerful chips and models, are laying the groundwork for increased adoption." https://lnkd.in/eb7zHhTD

🌍 EQAI Morning Briefing - October 22nd 🌍 Good morning, LinkedIn! Here are the top stories shaping today’s financial, tech, and corporate landscapes: 🔐 Europe’s Defense Spending Push: Saab’s CEO is urging European nations to ramp up military spending amid rising global tensions, emphasizing the importance of strategic autonomy and future security. 💰 Bitcoin’s Profit Surge: With 94% of all Bitcoin now in profit, $69K may serve as a local top. A breakthrough could trigger $1.6 billion in short liquidations, sparking potential market action. 🤖 Blockchain Tackling AI Fakes: As AI-generated content becomes harder to detect, blockchain is emerging as a solution to verify human-driven activities, especially in crypto and elections. 📉 Forex Markets in Focus: EURUSD remains bearish, GBPUSD faces key resistance, and USDJPY is showing upward momentum, highlighting a complex currency trading landscape. 📈 Citi’s Value-Driven Investment Strategy: Citi’s strategists recommend focusing on companies excelling in operational efficiency rather than those dependent on stock buybacks, marking a shift in investment priorities. 🌍 IMF’s Inflation Update: The IMF reports progress in the global fight against inflation, giving hope for economic stabilization and consumer confidence. 🏡 Corporate Moves in Student Housing: The Preiss Company makes a strategic acquisition in student housing, while Martin Midstream’s acquisition faces opposition from hedge funds, showcasing the complexities of corporate expansion. 💼 Personal Finance Insight: A parent who gave $100K for a house is now navigating financial and family dynamics as their daughter plans to sell. It’s a reminder to consider long-term implications of large financial gifts. Stay ahead with EQAI! Have a great day, everyone! 💡 #Finance #Crypto #Forex #Blockchain #Investments #Defense #StudentHousing #Inflation #StockMarket

The 59th edition of Iceberg 📰 weekly newsletter has been published. What you will read in this issue: **Insights from This Week's Analytics Review** • 💸 Massive Investment in AI as Tech Giants Compete • 🛡️ Privacy Fears Over China's Digital ID Plan • 📰 Generative AI Forces Media Industry to Adapt • 📊 AI's Data Dilemma: A Looming Crisis **Exploring the Financial Developments** • 📉 Economic Headwinds Fuel Market Meltdown • 💰 Gold shine: Wealthy Fleeing US Debt • 💳 UK Payment Systems: A Step Forward • 🌍 Oil Industry Titans Face Climate Crossroads • 🏦 Fed Signals Potential September Rate Cut **Delve Deeply into the World of Crypto** • 💻 Digital Assets: From Fringe to Finance • 🔓 Decentralizing AI: Breaking Free from the GPU Monopoly • 📈 Bitcoin's Bullish Patterns: A Retrospective Analysis • 🇺🇸 Trump Pledges to Make U.S. a Bitcoin Superpower

Every crypto bull market has its own narratives. Here are the top 3 ones in this bull market so far: 1. Memecoins - 1313% 2. RWA - 286% 3. AI - 222% 1. Meme coins hugely outperformed all other categories. But this is not surprising as they are primarily driven by hype. So it's fair to assume that most likely their dominance is short-term and will last as long as the bull market lasts. 2. Real World Assets (RWAs) also had a strong performance. Tokens like MANTRA (OM) and TokenFi (TOKEN) were leading the pack with stunning 1074.4% and 419.7% gains. 3. Of course the trio wouldn't be complete without AI 😁 Given the overall hype around AI, projects building decentralized AI applications are getting lots of attention. Which is reflected in the prices of AI tokens. All the categories fared less aggressively, scoring modest double-digit returns: - DeFi - 99% - DePIN - 81% - Layer 1 - 70% - Gaming - 64% - Layer 2 - 39% Yet it's still too early to say which narrative will dominate the whole bull market as we are still too early in it. Image Source: CoinGecko P.S. What's the narrative you are most into? Follow 👉 Aram Mughalyan & consider sharing ♻️ this post if you like it.

📈 EQAI Morning Briefing – November 8th | EquityAI Yesterday’s market action highlights both resilience and challenges as we navigate a complex economic landscape: • S&P 500 gained 0.4%, with Nasdaq surging nearly 1%, driven by strong tech performance 📊 • Dow Jones saw a slight uptick, while Russell 2000 dipped 0.35%, showing the struggles of smaller companies in today’s climate • Bitcoin remained stable, but Ethereum jumped 1.4%, signaling a renewed interest in crypto 💰 Key Insights: • Tech Sector: Strong earnings from giants like Apple and Microsoft fuel investor optimism • Economic Divide: Growing disconnect between Wall Street & Main Street, with market optimism not always reflecting the broader economic reality • AI Advancements: Companies are heavily investing in artificial intelligence, reshaping industries from healthcare to finance 🌍 • Energy Sector: Volatile oil prices underscore the challenges in balancing renewable ambitions with current fossil fuel dependencies 🛢️ At EQAI, we’re here to provide the insights and data that help you stay ahead in today’s fast-paced markets. Follow us for more updates and analysis on key market trends! 📉📈 #Finance #MarketUpdate #StockMarket #TechSector #Crypto #ArtificialIntelligence #Energy #FederalReserve #InterestRates #Economy #Inflation #Ratecuts #AI https://lnkd.in/e6qJ6uVn

🌍 EQAI Morning Briefing - October 22nd 🌍 | EquityAI Good morning, LinkedIn! Here are the top stories shaping today’s financial, tech, and corporate landscapes: 🔐 Europe’s Defense Spending Push: Saab’s CEO is urging European nations to ramp up military spending amid rising global tensions, emphasizing the importance of strategic autonomy and future security. 💰 Bitcoin’s Profit Surge: With 94% of all Bitcoin now in profit, $69K may serve as a local top. A breakthrough could trigger $1.6 billion in short liquidations, sparking potential market action. 🤖 Blockchain Tackling AI Fakes: As AI-generated content becomes harder to detect, blockchain is emerging as a solution to verify human-driven activities, especially in crypto and elections. 📉 Forex Markets in Focus: EURUSD remains bearish, GBPUSD faces key resistance, and USDJPY is showing upward momentum, highlighting a complex currency trading landscape. 📈 Citi’s Value-Driven Investment Strategy: Citi’s strategists recommend focusing on companies excelling in operational efficiency rather than those dependent on stock buybacks, marking a shift in investment priorities. 🌍 IMF’s Inflation Update: The IMF reports progress in the global fight against inflation, giving hope for economic stabilization and consumer confidence. 🏡 Corporate Moves in Student Housing: The Preiss Company makes a strategic acquisition in student housing, while Martin Midstream’s acquisition faces opposition from hedge funds, showcasing the complexities of corporate expansion. 💼 Personal Finance Insight: A parent who gave $100K for a house is now navigating financial and family dynamics as their daughter plans to sell. It’s a reminder to consider long-term implications of large financial gifts. Stay ahead with EQAI! Have a great day, everyone! 💡 #Finance #Crypto #Forex #Blockchain #Investments #Defense #StudentHousing #Inflation #StockMarket

𝗧𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗶𝗻𝗴 𝘁𝗵𝗲 𝗙𝗫 𝗧𝗿𝗮𝗱𝗶𝗻𝗴 𝗗𝗲𝘀𝗸: 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀 𝗳𝗼𝗿 𝗠𝗮𝗿𝗸𝗲𝘁 𝗥𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝗰𝗲 📊 Get the latest TradeTech FX report here: https://lnkd.in/eaDWTtpJ 🌪️ The foreign exchange market is a high-speed labyrinth, constantly shifting and evolving. In Q3 of 2024, we embarked on a quest to interview 𝟭𝟬𝟬 𝘁𝗼𝗽 𝘁𝗿𝗮𝗱𝗶𝗻𝗴 𝗹𝗲𝗮𝗱𝗲𝗿𝘀 𝗮𝗰𝗿𝗼𝘀𝘀 𝗘𝘂𝗿𝗼𝗽𝗲 to shed light on the challenges and opportunities shaping this complex landscape. 𝗛𝗲𝗿𝗲 𝗶𝘀 𝗮 𝘀𝗻𝗮𝗽𝘀𝗵𝗼𝘁 𝗼𝗳 𝘁𝗵𝗲 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 𝗸𝗲𝘆 𝗳𝗶𝗻𝗱𝗶𝗻𝗴𝘀: 🔎 ECNs have become indispensable tools for FX traders, with 56% of respondents to our survey citing data access as the most valuable feature. 🔎 With 52% of respondents identifying limited automation as a major setback, the potential benefits of AI and machine learning (cited by 70% of respondents) are clear. 🔎 The FX market is facing a severe liquidity crunch, with a massive 84% of respondents citing it as a problem. 🔎 Technology is emerging as a critical driver of FX market advancement. AI-powered platforms and blockchain are seen as particularly promising. 🔎 Overcoming resistance to change, as highlighted by 64% of respondents facing challenges in implementing next generation trading desks, is crucial for the industry’s progress. 📍 𝗚𝗲𝘁 𝘆𝗼𝘂𝗿 𝗰𝗼𝗽𝘆 𝗻𝗼𝘄 𝗮𝗻𝗱 𝘀𝗲𝗲 𝗵𝗼𝘄 𝘆𝗼𝘂 𝗰𝗼𝗺𝗽𝗮𝗿𝗲 𝗮𝗴𝗮𝗶𝗻𝘀𝘁 𝘆𝗼𝘂𝗿 𝗽𝗲𝗲𝗿𝘀! https://lnkd.in/eaDWTtpJ Thanks to Euronext and WBR Insights - Capital Markets