The recent moves in the US market are honestly a bit outrageous.
The US suddenly eased sanctions on Iranian oil, causing crude to crash down to $77 a barrel. While everyone’s happy about the drop in oil prices, let’s think about this—didn't this come out of nowhere? VP Vance said the negotiations were "going very smoothly," and they just released 15 million barrels of oil. That’s an interesting play.
Things aren't looking too rosy in precious metals either; gold has dipped below $4,100, and silver plummeted by 5%. Risk assets and safe havens got taken down together—what kind of logic is that?
South Korea's KOSPI took it even harder, dropping 10% and triggering a circuit breaker. Stocks like Samsung and SK Hynix, which deal in AI chips, fell over 12%. AI chips were soaring not long ago, and now they’ve taken a nosedive.
After its IPO, SpaceX's shares dropped on day one, evaporating $400 billion in value. In this high-interest rate environment, the market is starting to vote with its feet—no matter how nice the space narrative sounds, cash flow is the real deal.
BTC ETH $SPCX #宏观 #美股 #黄金 #原油 #KOSPI
NFA DYOR
The US suddenly eased sanctions on Iranian oil, causing crude to crash down to $77 a barrel. While everyone’s happy about the drop in oil prices, let’s think about this—didn't this come out of nowhere? VP Vance said the negotiations were "going very smoothly," and they just released 15 million barrels of oil. That’s an interesting play.
Things aren't looking too rosy in precious metals either; gold has dipped below $4,100, and silver plummeted by 5%. Risk assets and safe havens got taken down together—what kind of logic is that?
South Korea's KOSPI took it even harder, dropping 10% and triggering a circuit breaker. Stocks like Samsung and SK Hynix, which deal in AI chips, fell over 12%. AI chips were soaring not long ago, and now they’ve taken a nosedive.
After its IPO, SpaceX's shares dropped on day one, evaporating $400 billion in value. In this high-interest rate environment, the market is starting to vote with its feet—no matter how nice the space narrative sounds, cash flow is the real deal.
BTC ETH $SPCX #宏观 #美股 #黄金 #原油 #KOSPI
NFA DYOR