Taiwan’s Dollar Surges Sharply A Signal Beyond the Chart
The Taiwan dollar has rallied aggressively for a second straight session, breaking below 31.00 per USD as shown in the highlighted plunge on the chart. This sharp move isn't just a technical fluctuation it reveals underlying risks:
Insurer-driven FX strategies are likely accelerating flows Geopolitical tensions and positioning ahead of U.S. trade talks are influencing sentiment Currency volatility remains a quiet but serious risk for global markets
Taiwan’s FX surge isn’t just a headline it’s a macro signal. Stay sharp.
The hacker behind the $190M exploit on the DeFi protocol Nomad (2022) has been arrested in Israel.
Identified as Alexander Gurevich, a dual Russian-Israeli national, he allegedly tried to flee the country using a fake ID under the name Alexander Blok just a day after it was issued.
The U.S. Department of Justice is now pursuing his extradition. If convicted, Gurevich could face up to 20 years in prison.
The US Dollar Cycles Since 1977 What History Tells Us
This chart shows the 10-year rolling change in the DXY Index, highlighting key turning points in the dollar’s long-term cycle.
We’ve seen this pattern before:
Late 70s to Early 80s: A deep undervaluation in US equities followed by a major dollar rally, peaking around the Plaza Accord in 1985.
Late 90s: Another powerful dollar surge during the Tech Bubble, before crashing into a period of equity undervaluation again by 2008–2010.
2020s: We’re now in the Tech Bubble 2.0 era, with a similar setup unfolding sharp rise, potential top, and a steep reversal beginning.
Every major peak in the DXY coincided with overvalued US assets and global dislocations. Every major low? A time when US equities were deeply undervalued.
History doesn’t repeat but it sure rhymes.
The recent downturn suggests we could be entering another major reset. Watch the cycle. Position wisely.
GMONAD If you truly believe in Monad, drop a comment. Monad Testnet hit 75 days live with 99 active validators a serious milestone for a high-performance chain aiming for real decentralization. monad_xyz Let’s compare: • One chain boasts 160K TPS, but after 3 years on mainnet, it only has 150 validators. • Another claims 120K TPS, still stuck at 113 validators after 3 years. • A newer one advertises 200K TPS, yet just 20 validators after 6 months. Monad is walking the talk delivering both speed and validator decentralization.
BlackRock’s BUIDL Fund is now 92% tokenized on Ethereum that’s over $2.7B in real-world assets running on $ETH infrastructure. The future of finance isn’t coming. It’s already on-chain.
Ethereum’s Pectra upgrade goes live on May 7 at 6:05am ET a major milestone in the roadmap.
At the same time, Vitalik Buterin is pushing for a leaner, more robust Ethereum. In his "Simplifying the L1" proposal, he suggests limiting core protocol complexity even capping the number of lines of code to reduce security risks and follow Bitcoin’s minimalist, durable design philosophy.
Ethereum is evolving both on-chain and at the core. Stay sharp.
The ISM Business Production Index has plunged to levels typically seen during recessions. Meanwhile, 2-year yields remain drastically out of sync with economic fundamentals realistically, they may need to be slashed by 50% to align with current macro conditions.
Arkham's latest on-chain analysis reveals that the MELANIA team has been actively offloading their token allocations.
Whether this move reflects insider doubt or a planned profit-taking strategy, it raises a red flag. Holders should reassess their positions with caution.
In extended bull markets, equities typically outpace real assets such as commodities and gold. Currently, while stocks continue to outperform commodities, they have begun lagging behind gold a potential early indicator that the broader, long-term bull market may be approaching its peak.