# Metals Articoli collegati

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

I DMed Hundreds of Crypto KOLs, and They Are Quietly Buying Stocks

Based on a private survey of 55 crypto KOLs, a significant capital rotation from crypto to traditional stocks is accelerating. The most popular sectors for allocation are AI, metals/commodities, and energy/power. Memory/semiconductors is a high-conviction sub-theme, driven by an anticipated shortage and AI demand. Humanoid robotics is emerging as a major long-term narrative. Other notable themes gaining real portfolio allocation include space/defense, uranium, and rare earths. The most frequently mentioned individual stocks were INTC, GOOG, RKLB, ASTS, and AMZN. Interactive Brokers (IBKR) is the dominant trading platform of choice among these investors.

marsbit02/28 03:19

I DMed Hundreds of Crypto KOLs, and They Are Quietly Buying Stocks

marsbit02/28 03:19

MVC Market Watch: The Second Half of the Overall Dollar Market Consolidation

Amid the Chinese Lunar New Year, the cryptocurrency market remains subdued following the clearing of positions last year. Despite a brief surge in volatility from late-January liquidations, the overall downtrend persists with no clear end in sight. Short-term prospects for crypto assets are viewed cautiously, though the current correction is seen as a consolidation phase within Bitcoin’s broader upward trend since 2022. Market activity remains lackluster, with Bitcoin declining further amid high-volume turnover. Some positive signals include manageable outflows from crypto ETFs, no material liquidation pressure on MSTR, and relatively mild on-chain liquidation data compared to October-November. However, persistent headwinds—such as elevated U.S. equity valuations, ongoing crypto capital outflows, and stagnant dollar liquidity—suggest limited near-term upside. The analysis frames the period since November 2024 as a high-level consolidation for Bitcoin, potentially setting the stage for a significant move later in the year. Optimistically, crypto may enter a new allocation cycle by Q3–Q4, with a market outlook that could eventually rival that of silver. Looking further ahead to 2026, the report highlights two key themes: 1. Base and precious metals, particularly in Latin American and RMB-denominated resource equities. 2. AI-disrupted industries, with beneficiaries primarily in the U.S. and China. The note concludes by reflecting on rapid changes in global production frameworks and the role of capital markets in offering opportunities amid structural economic shifts.

marsbit02/21 02:11

MVC Market Watch: The Second Half of the Overall Dollar Market Consolidation

marsbit02/21 02:11

Metals crash, but altcoins aren’t leading the rotation – Here’s why

Metals experienced a sharp sell-off, with gold dropping 8% and silver plummeting 27% in a historic single-day decline. Despite this, Bitcoin remained stable, slipping only 0.54% and holding above $80k, while BTC dominance increased. Typically, such conditions lead to capital rotation into altcoins, but current data shows no significant shift, with the Altcoin Season Index stagnant around 40. This indicates that investors view the metals crash as a corrective pause rather than a risk-off event, preferring to recalibrate back into metals rather than altcoins. The lack of rotation suggests continued hesitation toward altcoins, reinforcing metals as the preferred hedge and delaying any potential altcoin rally.

ambcrypto01/31 23:03

Metals crash, but altcoins aren’t leading the rotation – Here’s why

ambcrypto01/31 23:03

Phemex Launches Tokenised Gold and Silver Trading Campaign

Phemex has launched a week-long trading campaign focused on tokenised gold and silver, running from January 29 to February 5, 2026, with an incentive pool exceeding $70,000. The initiative promotes spot trading of precious metal pairs like PAXG, XAUT, and SLVON, aiming to increase participation in commodity-linked digital assets and integrate traditional instruments into crypto trading. The campaign targets both new and existing users, offering rewards based on trading volume, consistency, and first-time engagement. This effort reflects Phemex’s broader strategy to bridge traditional and digital finance, providing diversified portfolio options and fostering long-term user engagement in a converging financial landscape.

TheNewsCrypto01/30 11:57

Phemex Launches Tokenised Gold and Silver Trading Campaign

TheNewsCrypto01/30 11:57

From Competing on Experience to Building Assets: Hyperliquid is Moving Ahead of CEXs

Amidst a general market stagnation, Hyperliquid ($HYPE) has demonstrated notable independent growth, signaling a shift in the Perp DEX narrative. Rather than competing solely on user experience akin to centralized exchanges (CEXs), Hyperliquid is expanding into synthetic assets—including commodities like crude oil, precious metals, and foreign currencies—through its HIP-3 protocol. This positions it not just as a decentralized exchange, but as a crypto-native, Nasdaq-like platform for global asset trading. The move reflects a broader trend of on-chain liquidity integrating with real-world assets, a direction also being explored by major CEXs like Bitget, OKX, and Bybit. Hyperliquid’s advantages include narrower spreads, faster execution, and 24/7 availability compared to traditional platforms. It leverages on-chain transparency, permissionless listings, and fee redistribution to challenge the opaque, centralized models of CEXs and traditional finance—focusing on code-based trust rather than decentralization rhetoric.

比推01/28 05:06

From Competing on Experience to Building Assets: Hyperliquid is Moving Ahead of CEXs

比推01/28 05:06

While CEXs Are Still Competing on Experience, Hyperliquid Is Already Trading Precious Metals and Forex

While centralized exchanges (CEXs) are still competing on user experience, Hyperliquid has expanded into trading precious metals and foreign exchange. The platform is shifting its narrative from being a user-friendly decentralized exchange (DEX) to becoming a crypto-native, on-chain Nasdaq through its HIP-3 protocol, offering synthetic assets like oil, forex, and metals. This move reflects a broader industry trend where on-chain liquidity is beginning to integrate with real-world assets, offering tighter spreads, faster execution, and 24/7 availability. Hyperliquid is also introducing new market rules such as full transparency, permissionless listings, and fee redistribution, using code-based trust to challenge the opaque advantages of CEXs and traditional finance.

marsbit01/28 03:14

While CEXs Are Still Competing on Experience, Hyperliquid Is Already Trading Precious Metals and Forex

marsbit01/28 03:14

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

Supply Side Decides Fate: The Global Game of Tin, Antimony, Tungsten, Molybdenum and China's Core Position

This article analyzes the global supply dynamics and China's pivotal role in four critical strategic metals: tin, antimony, tungsten, and molybdenum. It argues that control over supply is paramount, often determining market stability, and that these "small metals" can rapidly evolve into strategic resources due to technological breakthroughs, as seen with lithium. The analysis highlights extreme supply concentration for each metal. Tin supply is heavily impacted by production halts in Myanmar's Wa State, a key supplier to China, the world's top refined tin producer. Antimony production is dominated by China, Tajikistan, and Russia. China overwhelmingly leads tungsten production (83% of global supply) but faces constraints from depleting high-grade ores. Molybdenum supply is also highly concentrated, with China holding a dominant position not only in production (42%) and reserves (39%) but also as the largest consumer, creating a self-sufficient industrial loop. A recurring theme is China's unique "resource endowment + production advantage" in these sectors, making them core strategic minerals. The piece underscores that geopolitical factors and supply chain security are key drivers of value reassessment for these metals, with their status as bargaining chips in global relations likely to intensify.

marsbit01/26 11:30

Supply Side Decides Fate: The Global Game of Tin, Antimony, Tungsten, Molybdenum and China's Core Position

marsbit01/26 11:30

U.S. Stocks Dip on First Trading Day After Holiday, Precious Metals 'Go Wild' with Silver Surging 10%, Peace Prospects Plunge Oil Prices, Bitcoin Overlooked

US stocks edged lower in post-Christmas trading, with major indices showing minimal movement as the S&P 500 closed nearly flat. However, precious metals surged dramatically—silver jumped 10%, while gold, platinum, and copper all hit record highs. Oil prices fell sharply, with WTI crude dropping over 2.7%, driven by hopes of a Russia-Ukraine peace deal that could bring more supply to the market. The dollar weakened further, supporting the rally in metals. Tech stocks were mixed: Nvidia rose 1%, while Tesla fell 2%. Chinese equities advanced, with the Nasdaq Golden Dragon China Index up 0.72%. Bond yields were stable, and the VIX volatility index declined.

华尔街日报12/26 21:40

U.S. Stocks Dip on First Trading Day After Holiday, Precious Metals 'Go Wild' with Silver Surging 10%, Peace Prospects Plunge Oil Prices, Bitcoin Overlooked

华尔街日报12/26 21:40

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