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Заголовки по акциям и крипте из Alpaca. Храним 7 дней. Всего: 3583.
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Jim Cramer Says Dell's Blowout Quarter Could Mark A Turning Point For AI Stocks Like Nvidia And Intel: 'I Wonder If...'Cramer said Dell's blowout earnings could mark a turning point for AI stocks as investors turn to Nvidia's Computex event.
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Polymarket assigns 13% chance for US AI safety bill by 2027The low odds highlight skepticism about federal AI regulation, suggesting continued reliance on state laws and a permissive tech landscape. The post Polymarket assigns 13% chance for US AI safety bill by 2027 appeared first on Crypto Briefing .
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Bitdeer reports zero net Bitcoin holdings after selling 206.2 BTCBitdeer's zero-treasury policy prioritizes operational stability over Bitcoin price speculation, but risks arise without a Bitcoin reserve buffer. The post Bitdeer reports zero net Bitcoin holdings after selling 206.2 BTC appeared first on Crypto Briefing .
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Hegseth unveils $1.5T defense plan amid Iran nuclear tensionsThe $1.5T defense plan signals a strategic shift, potentially heightening long-term geopolitical tensions and impacting global security dynamics. The post Hegseth unveils $1.5T defense plan amid Iran nuclear tensions appeared first on Crypto Briefing .
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Bitdeer reports zero net Bitcoin holdings after selling 206.2 BTCBitdeer's zero-treasury policy prioritizes operational stability over Bitcoin price speculation, but risks arise without a Bitcoin reserve buffer. The post Bitdeer reports zero net Bitcoin holdings after selling 206.2 BTC appeared first on Crypto Briefing .
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Don Lincoln: The quest for unification in physics, how Newton linked celestial and terrestrial gravity, and the pivotal role of electromagnetism in technology | Lex Fridman PodcastExploring how unifying scientific theories could revolutionize technology and energy while posing ethical challenges. The post Don Lincoln: The quest for unification in physics, how Newton linked celestial and terrestrial gravity, and the pivotal role of electromagnetism in technology | Lex Fridman Podcast appeared first on Crypto Briefing .
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Ranjan Roy: Corporate America is rationing AI as costs skyrocket, the hype around generative AI is hindering meaningful development, and 82% of token spending fails to yield productive outcomes | Big TechnologyCorporate America rethinks AI investments as hidden costs and irrational spending behaviors come to light. The post Ranjan Roy: Corporate America is rationing AI as costs skyrocket, the hype around generative AI is hindering meaningful development, and 82% of token spending fails to yield productive outcomes | Big Technology appeared first on Crypto Briefing .
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Donald Trump Says No Money Will Flow To Iran Until His Demands Are Met — Then Leaves Situation Room Without Announcing A Decision On Proposed DealTrump postponed a decision on ceasefire deal as Tehran disputed terms while treasury says sanctions have pushed Iran to financial crisis.
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Tehran prioritizes ending conflict, declines uranium enrichment talksTehran's focus on conflict resolution over uranium talks may hinder nuclear deal prospects, impacting regional stability and diplomatic efforts. The post Tehran prioritizes ending conflict, declines uranium enrichment talks appeared first on Crypto Briefing .
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European Commission vows tougher action on trade with China as deficit hits €360 billionThe EU's shift towards defensive trade policies with China may spur increased interest in alternative assets amid potential market volatility. The post European Commission vows tougher action on trade with China as deficit hits €360 billion appeared first on Crypto Briefing .
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Goldman Sachs predicts capacitor stocks will surge as AI data centers devour componentsAI-driven demand for capacitors could extend industry growth cycles, impacting global supply chains and investment strategies significantly. The post Goldman Sachs predicts capacitor stocks will surge as AI data centers devour components appeared first on Crypto Briefing .
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European Commission vows tougher action on trade with China, calling relationship ‘not sustainable’The EU's shift towards defensive trade policies with China may spur increased interest in alternative assets amid potential market volatility. The post European Commission vows tougher action on trade with China, calling relationship ‘not sustainable’ appeared first on Crypto Briefing .
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Ethereum Price Falls, But Whales Push Holdings To 10-Week HighOn-chain data shows large wallets on the Ethereum network have continued to accumulate despite the price decline that the asset has faced. Ethereum Holders With At Least 100,000 ETH Now Control 22% Of Supply According to data from on-chain analytics firm Santiment, the Ethereum investors owning at least 100,000 ETH have been accumulating recently. At the current exchange rate, this 100,000 ETH cutoff converts to nearly $200 million, so the only holders that would qualify for the cohort would be the big-money ones. Related Reading: Cardano Millionaire Wallets Reach Highest ADA Holdings Since 2017 In fact, the sums held by members of this group are so significant that they would be classified as large even among the whales, the popular cohort for classifying influential investors. Now, here is a chart that shows the trend in the total supply held by these Ethereum mega whales over the last few months: As displayed in the above graph, the Ethereum investors with 100,000+ ETH have collectively added a net amount to their holdings since the start of May. Interestingly, this trend of accumulation has maintained despite the bearish turn that the market has taken in the second half of this month. From the chart, it’s visible that these humongous ETH investors now hold a total of 17.41 million tokens, the highest in around nine weeks. In supply percentage terms, their holdings occupy a share of 22.03%, which is a 10-week high. The fact that the massive Ethereum whales have been adding to their holdings recently can naturally be a positive sign for the cryptocurrency, but something to keep in mind is that the supply of this group has still followed an overall decline since Q4 2025. Considering this, it only remains to be seen whether the current trend will continue for long enough to reverse this drawdown. Related Reading: Crypto Faces Nearly $1 Billion In Liquidations As Bitcoin, Ethereum Crash In related news, on-chain analytics firm CryptoQuant has also shared some data related to large holders, this time for the Bitcoin network. As is apparent in the graph on the right, the Bitcoin whales saw their supply go up during January and February, but since then, their 30-day supply change has dropped off to neutral levels. At the same time, the smaller dolphin group (displayed on the left) has also been pulling back on its accumulation. “Historically, when both cohorts stall simultaneously, sustained price weakness tends to follow,” explained CryptoQuant. ETH Price Following a drop of more than 6% over the past week, Ethereum has found itself back under the $2,000 level for the first time since late-March. Featured image from Dall-E, chart from TradingView.com
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164 Billion Shiba Inu (SHIB) in 24 Hours: Netflows Finally EaseShiba Inu feeling a relief as exchange flows turn negative ahead of the weekend.
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US imposes new sanctions on Iran amid regional tensionsThe new sanctions may complicate US-Iran diplomacy, potentially escalating regional instability and affecting future negotiations. The post US imposes new sanctions on Iran amid regional tensions appeared first on Crypto Briefing .
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Anchorage Warns Bitcoin Yield Trade Could Cap Gains If BTC Rips HigherAnchorage Digital says Bitcoin covered-call strategies can generate synthetic yield for BTC holders, but only when managed with strict discipline. The firm’s new research warns that selling upside on Bitcoin can cushion drawdowns in weaker markets, yet cap gains sharply when BTC enters one of its violent bull-market phases. The analysis, written by Anchorage Digital Head of Research David Lawant, examines systematic covered-call writing on Bitcoin using hourly simulations across the Deribit implied-volatility surface. Anchorage said the study includes more than 37,000 individual backtests across every possible entry point in its October 2021 to April 2026 dataset, making it one of the more detailed attempts to define where BTC options income works and where it breaks. Anchorage Puts Bitcoin Yield Strategy To The Test Anchorage argues that Bitcoin options have moved from a niche derivatives segment into an institutionally relevant market. Notional BTC options open interest has grown roughly ten-fold over the past five years, briefly rising above $100 billion at the end of 2025 before sitting around $60 billion in the study. That level, the paper notes, is above the open interest of the entire BTC futures market. Related Reading: Bitcoin’s Famous CME Gap Playbook May Be Nearing Its End IBIT options have also changed the structure of the market. Launched in late 2024, they have grown quickly enough to rival Deribit as a leading venue for BTC options open interest and trading activity. For Anchorage, that means the market institutions are evaluating today is deeper, more accessible and materially different from the one that existed 18 months earlier. The research centers on Bitcoin’s volatility risk premium. Anchorage compares 25-delta call implied volatility with subsequent realized upside volatility over the next 21 trading days for BTC, SPY and QQQ. BTC’s upside volatility risk premium, according to the paper, has averaged roughly two to three times what the equity benchmarks delivered, with the gap persisting for most of the post-2024 period. That premium is the attraction. Covered calls allow BTC holders to collect option income while keeping exposure to the underlying asset up to a defined strike. The cost is just as important: if Bitcoin rallies through the strike, upside participation is capped. Anchorage frames this as the central tension in the strategy, not a footnote. A simple 20-delta, 30-day covered-call strategy performed well in the most recent 12-month window tested. From April 30, 2025 to April 30, 2026, it generated a net yield of 5.5% on the underlying BTC position while spot BTC fell 19.4%. In Anchorage’s simulation, the overlay offset almost a third of the BTC drawdown. The blended portfolio’s annualized volatility also fell from 40.6% to 35.0%, while maximum drawdown improved from 49.7% to 44.5%. But the full-cycle results were much less flattering. When the same unfiltered strategy was extended across the entire October 2021 to April 2026 period, it produced a negative yield of 0.5%, or minus 0.1% annualized. That happened despite a favorable win/loss ratio of 4.38 to 1, with 57 winning trades against 13 losing ones. Anchorage describes the problem as “picking up pennies in front of a steamroller.” The steamroller is Bitcoin’s tendency to stage sustained, autocorrelated rallies. During the late 2021 cycle peak, the 2023–2024 move from roughly $16,000 to more than $70,000, and the 2025 bull market that briefly pushed BTC above $100,000, short calls were repeatedly overrun as spot moved through strike prices. That is why the paper argues covered-call writing is an “active management strategy,” not a passive yield overlay. The unfiltered version sold calls regardless of regime. The disciplined version waited for better conditions. Anchorage tested a filter requiring BTC’s trend not to be strongly bullish, based on a 10-day, 30-day and 50-day moving-average stack, and requiring implied volatility to sit above its 90-day rolling average. On exit, the model used a 75% take-profit threshold, a delta stop-loss and a two-day buffer before expiry to reduce gamma risk. Related Reading: Cathie Wood Doubles Down On $1.25 Million Bitcoin Target The results changed materially. With those simple regime and implied-volatility filters, the covered-call contribution rose to 23.7% over the full period, or 5.2% annualized. The blended portfolio Sharpe improved from 0.20 to 0.30, but the strategy was in the market only 44% of the time. Anchorage’s parameter work also narrows the viable range. Deltas below 10 were consistent but too thin for many institutional mandates. Above 25-delta, directional exposure overwhelmed the strategy during BTC bull markets. Seven-day and 14-day expiries were structurally disadvantaged because BTC’s intraday volatility created stop-loss events before theta decay could do enough work. The paper identifies the productive corridor as 10- to 25-delta calls with expiries of at least 21 days. The strongest evidence came from the rolling-window analysis. At the one-year horizon, positive-yield rates across the productive corridor ranged from roughly 55% to 85%, showing meaningful regime sensitivity. At the three-year horizon, eleven of twelve configurations produced positive yield in at least 91% of rolling windows, with five reaching 100%. Median annualized yields clustered between 4% and 6%. For BTC investors, the takeaway is not that covered calls are broken. It is that the strategy is highly path-dependent. In slow or falling markets, it can generate meaningful income. In powerful upside regimes, the same trade can leave holders watching Bitcoin rally while their upside has already been sold. At press time, BTC traded at $73,113. Featured image created with DALL.E, chart from TradingView.com
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Frank Wright: Political dissenters are labeled extremists, mainstream media excludes ordinary voices, and societal institutions are in decline | The Peter McCormack ShowBritain's political climate reveals a growing disconnect between reality and public discourse, urging urgent institutional reform. The post Frank Wright: Political dissenters are labeled extremists, mainstream media excludes ordinary voices, and societal institutions are in decline | The Peter McCormack Show appeared first on Crypto Briefing .
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Stephen De Young: The nephilim refer to giants in biblical texts, ancient cultures share flood narratives, and pre-flood civilizations had advanced technology | Tucker CarlsonAncient texts reveal a pre-flood world of giants, advanced technology, and shared mythologies across cultures. The post Stephen De Young: The nephilim refer to giants in biblical texts, ancient cultures share flood narratives, and pre-flood civilizations had advanced technology | Tucker Carlson appeared first on Crypto Briefing .
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Isaac Patka: DeFi requires error correction mechanisms, operational security failures are often preventable, and user vulnerabilities pose significant risks | UnchainedHuman errors, not code flaws, are the biggest threat to DeFi security, says crypto expert. The post Isaac Patka: DeFi requires error correction mechanisms, operational security failures are often preventable, and user vulnerabilities pose significant risks | Unchained appeared first on Crypto Briefing .
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Morgan Brennan: SpaceX’s IPO could be the largest in history, the total addressable market is projected at $28.5 trillion, and space manufacturing will revolutionize healthcare | The Pomp PodcastSpaceX's upcoming IPO could redefine financial markets with its unprecedented scale and transformative potential. The post Morgan Brennan: SpaceX’s IPO could be the largest in history, the total addressable market is projected at $28.5 trillion, and space manufacturing will revolutionize healthcare | The Pomp Podcast appeared first on Crypto Briefing .