Here’s how much the AI boom is contributing to inflation, according to Goldman Sachs calculations
Goldman Sachs economists have calculated how much the AI boom has contributed to inflation. Source：MarketWatch
Bitcoin will become ‘less volatile’ and larger than gold: ‘The Bitcoin Standard’ author
Saifedean Ammous argues that Bitcoin already functions as money when held as a store of value; expects it will become larger and less volatile than gold as it…
Bitcoin holds $83,000 as dollar strength keeps markets on edge
Bitcoin and gold hold steady as a firm dollar and rising bond yields weigh on sentiment, while IREN secures a multiyear cloud services deal with Anthropic.…
Here’s why Goldman Sachs just flipped bullish on stocks for the rest of the year
Goldman Sachs is leaning more heavily into stocks for the remainder of the year. That’s down to earnings and a market that has overall gotten cheaper.…
Tokenized commodities look beyond gold as lending and oil open new markets
Paxos Labs, Theo and Energy Substantiation execs see growth coming from putting physical assets to work, with precious metals leading and energy presenting a…
Crypto for Advisors: Digital assets outran stocks and gold in Q3
Source：CoinDesk
Crypto trading giant GSR's new vault business is a $100M bet on onchain credit
The firm is putting its own capital into stablecoin and tokenized gold vaults as institutional finance moves further onchain. Source：CoinDesk
Meta stock achieves a golden cross as shares thrive since Muse introduction
Meta Platforms, whose stock has thrived after the introduction of an artificialintelligence assistant, just got another piece of good news. Source：MarketWatch
The S&P 500 is facing rate chaos and narrow breadth. Why one Goldman Sachs insider is still bullish on stocks.
Stocks are not expensive in an historical context, seasonal factors are supportive and Goldman Sachs hedge fund research forecasts a record high for the S&P…
Bitcoin’s big bounce has graduated to a longer-term uptrend. Is it too late to buy?
A bullish “golden cross” technical pattern has appeared for the first time in more than three years. The last one worked out pretty well. Source：MarketWatch
Live updates: Bitcoin rises, re-taking $86,000 ahead of key U.S. jobs data
U.S. stock index futures were also gaining as oil fell more than 3% and yields continued to ease from recent highs. Source：CoinDesk
Why Amazon got a call-up to the Goldman Sachs conviction list of top stocks
What’s in the conviction list: Amazon, Huntington, Occidental, Burlington, Johnson Control. What’s out: Tyson, ConocoPhillips, Golar, Loar, Air Products &…