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AI investments may be driven by fear, but domestic manufacturing signals a potential market rebound.
The post Andreas Steno: Mischaracterization of the capex cycle, AI investments lack fundamental backing, and technology stocks may be poised for reacceleration | Raoul Pal appeared first on Crypto Briefing.

Rising odds of Iran's regime collapse highlight increasing geopolitical instability, impacting global markets and strategic alliances.
The post Iran regime collapse odds rise to 13.5% as geopolitical tensions escalate: FT appeared first on Crypto Briefing.

Iran's strategic role in global tensions underscores potential regional instability, yet immediate regime change remains unlikely without direct intervention.
The post Iran’s regime collapse odds rise to 13.5% as superpower tensions escalate: FT appeared first on Crypto Briefing.

Ethereum is trying to hold above $2,150. The market is waking up. And in the last hour, someone withdrew $82 million in ETH from an institutional prime brokerage — and the identity of that someone is the question the on-chain data is already trying to answer. Related Reading: XRP Has Never Been This Quiet On Binance. Discover If The Silence Is A Warning or a Setup Arkham Intelligence has tracked a transaction that stands out against the current market backdrop: a fresh wallet withdrew approximately $82 million in ETH from FalconX within the past hour. FalconX is not a retail exchange. It is an institutional prime brokerage serving hedge funds, corporate treasuries, and sophisticated market participants, which immediately narrows the probable actor and elevates the si...

AI's rapid job displacement challenges the belief that humans will primarily use it as a tool.
The post Marik Hazan: Social media is reshaping journalism, AI will disrupt employment more than expected, and the cofounder model is unsustainable for AI startups | TWIST appeared first on Crypto Briefing.

SpaceX's $1.75 trillion IPO ambitions could merge with Tesla, revolutionizing tech and space industries.
The post Chamath Palihapitiya: Tesla and SpaceX may merge to create a tech powerhouse, SpaceX targets a $1.75 trillion IPO valuation, and the moon could become humanity’s next industrial frontier | All-In Podcast appeared first on Crypto Briefing.

AI-driven agents are set to revolutionize crypto markets, expanding the total addressable market exponentially.
The post Arpan Nanavati: The infinite potential of crypto markets, machines will outperform humans in investing, and overcoming bottlenecks in software development | Raoul Pal appeared first on Crypto Briefing.

CFTC's shift to structured regulation could transform digital asset governance and enhance market transparency.
The post Ryne Miller: CFTC shifts to regulation by regulation, digital assets now classified as commodities, and the need for US perpetuals on equities | Unchained appeared first on Crypto Briefing.

Bitcoin dropped roughly 2% to $68,500 in early Tuesday trading. The move fully erased Monday’s brief climb above $70,000. Geopolitical pressure, not market fundamentals, is driving the sell-off. Monday’s short-squeeze rally was always structurally weak — and the market proved it fast. Tuesday Deadline Triggers Risk-Off Across Markets Trump’s deadline for Iran to reach a
The post Bitcoin Slides Below $69K as Iran Strike Deadline Looms appeared first on BeInCrypto.

Peter Berezin, chief global strategist at BCA Research, says the Iran conflict has pushed U.S. recession odds to 40% and warns that a sustained oil supply shock could send crude prices to $200 a barrel, hitting everything from fertilizer to plastics across the global supply chain. Risks are even higher for other nations. Key Takeaways: […]