Michael Burry calls bottom in software stocks
Michael Burry reportedly called a bottom in software stocks and opened a 3.5% PayPal $PYPL position at $49.38; also added CRM, ADBE, ADSK, VEEV.
Michael Burry reportedly called a bottom in software stocks and opened a 3.5% PayPal $PYPL position at $49.38; also added CRM, ADBE, ADSK, VEEV.
For the first time, foreign private investors own more U.S. Treasuries than foreign central banks; USD stablecoins amplify private demand and expand the shadow dollar.
Analysis of Polymarket trades shows most traders lose money; profits concentrated among apparent bots, amid wash-trading and insider allegations.
DeFiLlama reports 20+ incidents in April 2026 with $651M losses; the Kelp hack ($292M) shows risks from centralization and weak audits.
Global copper demand may match all copper ever mined as AI data centers, EVs, autonomous transport and the energy transition drive unprecedented needs.
Intel’s strong sales forecast points to AI-driven demand for processors; Apple and Tesla show interest and Intel joins Musk’s Terafab initiative.
11,500 $XAUH minted across TON and TRON, fully backed by 11.5 kg LBMA 999.9 gold; TRON launch may lead to a BTSE listing. Reserves verifiable at xauh.gold.
Chinese gold ETFs recorded an eighth consecutive inflow in April (RMB3.5bn); AUM rose to RMB306bn and collective holdings hit 301t amid market shifts.
Gold consolidating after sharp declines; approaching key $4,400 support near the 200-day moving average — a crucial level for the next trend.
Turkish Lira down ~98% since 2010; argues uncontrolled inflation erodes fiat and recommends regular gold purchases to preserve purchasing power.
Data shows USD down 99.24%, GBP down 99.57% vs gold since 1971; analysis frames gold as a strategic hedge against fiat currency debasement.
Monthly tokenized stock volume hit $5.3B; Solana transfers topped $10B as tokenized equity trading surged, highlighting demand for RWAs and a barbell allocation idea.
Median major IPOs returned -31% in year one with a -53% max drawdown; a 6–12 month "wait-and-evaluate" approach helps assess post-IPO price discovery (SpaceX context).
Japan's 10-year yield rose to ~2.8–2.9% by 2026; $1,210bn in US Treasuries means partial reallocation could lift US yields, cut liquidity and strengthen the yen.
4,000 XAUH minted on Ethereum, now 15,500 XAUH across Ethereum, TON and TRON; 1,060 wallets; tradable on Biconomy, BTSE, STON.fi and xauh.gold.
SpaceX free float rises from ~4.9% to 11.8% as a phased unlock through 2027 could make up to 911.5M shares (~$116B) eligible; markets already priced the event.
Кейс: 14 объектов против 4 — разный подход к инвестициям в недвижимость и предложение бесплатной стратегической консультации (2–7 марта).
Короткий расчёт по траншевой ипотеке: первый взнос 771916₽, платежы 21163₽ и 56552₽, аренда от 25000₽; упоминание рефинансирования и дохода от аренды.
Власти обсуждают дифференциацию семейной ипотеки: ставка 10–12% для одного ребёнка, 6% для двух, 4% для трёх и более; совет — не ждать.
Лоты студий у моря с ценами и условиями рассрочки: от 8 425 840₽, входной взнос 30%, ежемесячный платёж ≈100000₽. Калининград, Ольга Дедкова.