# Copper Articoli collegati

Il Centro Notizie HTX fornisce gli articoli più recenti e le analisi più approfondite su "Copper", coprendo tendenze di mercato, aggiornamenti sui progetti, sviluppi tecnologici e politiche normative nel settore crypto.

JPMorgan: Bullish on Gold and Copper, Bearish on Energy, Post-Crash Market Has Split into Two Worlds

J.P. Morgan's Global Market Strategy views the recent sharp sell-off in commodities as a healthy correction rather than a trend reversal, presenting a buying opportunity for metals while expecting further declines in energy. The divergence is driven by differing supply dynamics, despite supportive global demand from recovering manufacturing PMIs and expansionary fiscal policies. The firm remains structurally bullish on gold, viewing the pullback as healthy amid continued central bank buying (forecast at 800 tons this year) and investor diversification. It sees gold reaching $6,300/oz by year-end. While more cautious on silver due to its volatility, it expects support around $75-80/oz. Copper is also seen as a buy on dips, with potential for prices to exceed $15,000/t later this year due to anticipated supply tightness and strong demand. In contrast, the energy complex is expected to weaken. Oil prices are seen carrying a $7/barrel geopolitical premium from Iran tensions, which should fade. The report predicts global supply growth will outpace demand by threefold. Natural gas prices, which spiked on cold weather and low inventories, are already retreating as forecasts normalize.

marsbit02/09 05:23

JPMorgan: Bullish on Gold and Copper, Bearish on Energy, Post-Crash Market Has Split into Two Worlds

marsbit02/09 05:23

Crypto vs. metals: The AI-fueled divergence investors can’t ignore

The U.S. dollar is weakening due to Federal Reserve policies, pushing capital out of traditional safe havens. Historically, such conditions boost risk assets like Bitcoin, but a divergence is emerging: metals are significantly outperforming crypto. Silver has surged 270% over 13 months, while Bitcoin declined 11%. The BTC/Gold ratio has also fallen to a multi-year low. This signals declining risk appetite, with capital shifting strategically toward metals—driven by the AI boom. AI infrastructure demand is fueling a surge in metals like copper, expected to see a 127% demand increase by 2040. This rotation reflects a long-term, AI-driven investment trend rather than short-term hedging, marking a deeper divergence between crypto and industrial metals.

ambcrypto01/28 02:02

Crypto vs. metals: The AI-fueled divergence investors can’t ignore

ambcrypto01/28 02:02

4 Billionaire Tech Moguls' 2026 Investment Playbook: Long Copper, Short Oil, New Crypto Assets to Replace Gold and BTC

An excerpt from the "All-In Podcast" features four prominent tech investors—Jason Calacanis, Chamath Palihapitiya, David Sacks, and David Friedberg—discussing their predictions for 2026 across politics, business, and technology. Key themes include the potential exodus of wealth from California due to a proposed wealth tax, which could significantly impact the state's budget and business environment. Investment outlooks are bullish on copper and key metals due to global supply shortages and geopolitical shifts, while bearish on oil (hydrocarbons) and traditional SaaS sectors. A major prediction is that central banks may seek new, quantum-resistant cryptographic assets to replace gold and Bitcoin. Other forecasts include a surge in IPOs and tech growth ("Trump Boom"), AI increasing rather than decreasing demand for knowledge workers (Jevons Paradox), and potential resolutions to the Ukraine conflict and U.S.-China tensions. Polymarket is highlighted as a breakout platform, while California real estate and the U.S. dollar are seen as underperformers. Politically, democratic socialism and anti-waste candidates are expected to gain traction, while tech faces bipartisan populist criticism.

比推01/19 05:19

4 Billionaire Tech Moguls' 2026 Investment Playbook: Long Copper, Short Oil, New Crypto Assets to Replace Gold and BTC

比推01/19 05:19

4 Major Billionaire Tech Moguls' 2026 Investment Playbook: Long on Copper, Short on Oil, New Crypto Assets to Replace Gold and BTC

Four billionaire tech investors (Jason Calacanis, Chamath Palihapitiya, David Friedberg, David Sacks) share their 2026 predictions. Key themes include a potential exodus from California due to a proposed wealth tax, a bullish outlook on the U.S. economy ("Trump Boom") with GDP growth forecasts between 4.6-6.2%, and major shifts in investment strategies. Top investment picks include copper and critical metals (due to a projected supply crunch), tech IPOs, and speculative platforms like Polymarket. They are bearish on oil, California real estate, the U.S. dollar, and traditional media stocks. Key predictions: AI will increase, not decrease, knowledge worker demand (Jevons Paradox); a new sovereign crypto asset may emerge to replace gold and Bitcoin; SpaceX could reverse-merge with Tesla; and major geopolitical shifts include a resolution in Ukraine and potential regime change in Iran. They also anticipate a significant tech industry backlash in the 2026 midterm elections.

marsbit01/19 03:05

4 Major Billionaire Tech Moguls' 2026 Investment Playbook: Long on Copper, Short on Oil, New Crypto Assets to Replace Gold and BTC

marsbit01/19 03:05

Trading Moment: Can BTC Break Through $100K Again Amid Geopolitical Shocks? Can Copper and Aluminum Take Over from Gold and Silver?

Amid significant geopolitical shocks in early 2026, including the U.S. military action in Venezuela and the arrest of President Maduro, Bitcoin demonstrates resilience, holding above $90,000 with a 5.5% year-to-date increase. Analysts suggest a high probability of BTC surpassing $100,000 in Q1, supported by strong ETF inflows. Ethereum remains stable around $3,150, with key resistance at $3,300. Precious metals like gold and silver see gains, while copper and aluminum are projected to outperform in 2026. Meme coins and AI-related tokens also rally, with PEPE surging over 70%. Regulatory attention arises due to insider trading suspicions in prediction markets linked to Venezuela event. Key upcoming events include Trump’s policy meeting and NVIDIA’s CES keynote.

marsbit01/05 06:53

Trading Moment: Can BTC Break Through $100K Again Amid Geopolitical Shocks? Can Copper and Aluminum Take Over from Gold and Silver?