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Strait Interruption: The Game Between Metals' 'Risk-Off Selling' and 'Supply Shock'

JP Morgan's latest metals report analyzes the market dynamics under the potential disruption of the Strait of Hormuz, highlighting the tension between "safe-haven selling" and "supply shock" across key metals. Gold** faces short-term pressure due to panic-driven liquidation (a "sell everything" mode) when VIX rises above 30, but historically rebounds after about 3 days, with an average gain of over 2%. Long-term, persistent energy disruption could lead to stagflation and force the Fed to ease, creating a highly bullish macro backdrop. Aluminum** is the top bullish pick, as supply chain disruptions would severely impact production. Middle Eastern smelters rely heavily on imported alumina and exported metal. Even with temporary production cuts, inventory can only last 30-50 days. Prices could surge above $4,000/ton if shipping isn’t restored. Copper and Nickel** face sulfur supply risks, with 50% of global seaborne sulfur coming from the Middle East. Copper has a 4-6 month buffer, so macro recession fears may drive prices down first. Nickel, with only a 1-month buffer, sits between aluminum and copper in risk exposure. In summary, aluminum is most directly bullish; gold may dip short-term but rise significantly if stagflation and Fed easing materialize; copper and nickel face delayed supply risks amid macro pressures.

marsbit03/17 13:43

Strait Interruption: The Game Between Metals' 'Risk-Off Selling' and 'Supply Shock'

marsbit03/17 13:43

Tokens Not Selling? 90% of Crypto Projects Overlook Investor Relations

The article argues that effective Investor Relations (IR) is a critical yet often neglected function for crypto projects, with 90% failing at it and struggling to sell their tokens. Good IR acts as a bridge between a project and the market, broadening the buyer base and improving holder quality. The core of a successful IR strategy is distribution: maximizing the number of target investors who know about the token and converting them into buyers. The two primary buyer types are active crypto funds (requiring clear narratives and data for value reassessment) and large strategic institutions (requiring a long B2B sales cycle). The author emphasizes the necessity of proactively controlling the project's narrative with honesty and context, rather than remaining silent. A major tactical error is poor planning for token unlocks; teams should start 30-50 weeks in advance to manage supply and demand. Data is presented as the best ally for building a compelling story, providing context and comparisons for investors. The author contends that crypto IR should not be a dry, compliance-driven task but an engaging, interactive process similar to modern marketing. To lower the barrier to entry, projects must provide ample public data and research, making it easier for funds to conduct due diligence. Furthermore, the article highlights the power of on-chain data for deep investor analysis and argues that greater transparency, not less, actually expands the market by reducing uncertainty. Success should be measured by improvements in investor base quality and breadth—such as growth in target investors and holder diversification—rather than just token price. The future of IR is envisioned as dynamic, multimedia-rich, and proactive, leveraging the inherent transparency of crypto to build a larger, more engaged investor community.

marsbit03/17 13:39

Tokens Not Selling? 90% of Crypto Projects Overlook Investor Relations

marsbit03/17 13:39

After Institutional Support and Price Surge, Revisiting the True Value of Bittensor's 128 Subnets

After removing institutional support and price increases, this article re-evaluates the real value of Bittensor's 128 subnets. Bittensor operates as a decentralized AI ecosystem where each subnet functions like an independent startup with its own token (Alpha), revenue model, and team. There are two primary ways to earn: TAO emissions (protocol subsidies based on staking inflows) and Alpha token PnL (capital gains from subnet performance). Since the Taoflow update in November 2025, subnets with negative net staking flow receive zero emissions, creating a competitive environment. Approximately 3,600 TAO (around $960k daily) is distributed, with the top 10 subnets controlling 56% of emissions. Key case studies include Chutes (SN64), which demonstrates product-market fit with 400k users and 9.1 trillion tokens processed at 85% lower cost than AWS, and Templar (SN3), which offers asymmetric upside by training frontier LLMs in a fully decentralized manner. The investment framework positions TAO as an index fund for the entire network, while Alpha staking represents concentrated bets on specific subnets. The ecosystem is attracting institutional interest, with significant holdings from DCG and Polychain Capital. The conclusion emphasizes evaluating subnets based on product utility, staking flow, team execution, organic demand, and liquidity conditions.

marsbit03/17 13:32

After Institutional Support and Price Surge, Revisiting the True Value of Bittensor's 128 Subnets

marsbit03/17 13:32

Meta Continues to Lay Off 20%: An "Efficiency Revolution" in the AI Era or Cost Anxiety?

Meta plans to lay off 20% of its workforce (approximately 16,000 employees), its largest reduction since late 2022, to offset high AI infrastructure costs and enhance AI-driven efficiency. According to Bernstein analyst Mark Shmulik, this move may signal Meta's successful transformation into an "AI-first" company, potentially widening its competitive advantage. The company is investing heavily in AI data centers and talent, and internal performance metrics now emphasize "AI-driven impact." While some suspect "AI greenwashing" to mask financial motives, Shmulik suggests the layoffs could reflect genuine efficiency gains from AI integration. Meta's rising revenue per employee and significant capital expenditure support this shift. If successful, Meta’s restructuring could set a template for AI-powered organizations, prompting industry-wide imitation and reactive overhauls.

marsbit03/17 13:28

Meta Continues to Lay Off 20%: An "Efficiency Revolution" in the AI Era or Cost Anxiety?

marsbit03/17 13:28

Bulls Take Charge: Will MemeCore Ride a Bigger Uptrend?

MemeCore (M) is showing bullish momentum, trading around $1.71 with a 12.32% surge in the last 24 hours and a 38.41% increase in daily trading volume to $13.56 million. Technical analysis indicates strong upward potential, with the MACD crossing above the signal line and both above zero, suggesting a continued uptrend. The CMF at 0.05 shows slight buying pressure, while the RSI of 68.62 signals strong bullish movement nearing overbought conditions. If bullish pressure continues, the price could reach resistance at $1.77 or higher toward $1.83. However, a bearish reversal could see a retracement to support near $1.65, potentially leading to further declines toward $1.59.

TheNewsCrypto03/17 13:24

Bulls Take Charge: Will MemeCore Ride a Bigger Uptrend?

TheNewsCrypto03/17 13:24

A 2.85% Minor Deviation, $27 Million in Liquidations: The Full Story of the Aave Price Oracle Incident

A brief 2.85% pricing deviation in wstETH collateral on Aave triggered approximately $27 million in liquidations. The incident occurred because Aave's risk oracle module (CAPO) used outdated parameters, temporarily valuing wstETH at around 1.19 ETH instead of its market price of ~1.23 ETH. This made some borrowing positions appear under-collateralized, activating the protocol's automatic liquidation system. While the event highlighted the fragility of DeFi oracle systems and how minor technical misconfigurations can lead to significant financial consequences, no bad debt was incurred by the Aave protocol itself. The core issue was not a failure of the primary price oracle or the wstETH token, but an internal configuration error within Aave's additional risk management layer. The incident underscores the critical importance of reliable oracle infrastructure and precise parameter synchronization in decentralized finance.

marsbit03/17 13:18

A 2.85% Minor Deviation, $27 Million in Liquidations: The Full Story of the Aave Price Oracle Incident

marsbit03/17 13:18

Stargate Project Pivots: OpenAI Abandons Construction for Leasing, Wakes from 1.4 Trillion Compute Empire Dream

OpenAI has significantly restructured its ambitious Stargate project, shifting from a plan to build its own data centers to leasing computing power from cloud providers like Microsoft Azure, Oracle, and Amazon AWS. Initially announced in January 2025 with a projected investment of up to $1.4 trillion, the project's budget has been reduced by 57% to around $600 billion through 2030. The change comes after more than a year of delays, with no employees hired and no construction started, largely due to lenders' reluctance to finance the project given OpenAI’s ongoing substantial operating losses. The restructured Stargate is now organized into three teams overseeing commercial partnerships, technical engineering, and physical operations, all managed by former Intel executive Sachin Katti. Despite the shift in strategy, OpenAI still aims to deploy nearly 7 gigawatts of server capacity over three years, with investments totaling over $400 billion. The company is also developing its own AI chips in collaboration with Broadcom to reduce inference costs. Annual spending is projected to reach about $120 billion, matching Microsoft's yearly capital expenditure, even as OpenAI's revenue remains significantly lower and profitability is not expected before 2030.

marsbit03/17 13:08

Stargate Project Pivots: OpenAI Abandons Construction for Leasing, Wakes from 1.4 Trillion Compute Empire Dream

marsbit03/17 13:08

CoinSwitch Launches Digivault to Address Growing Demand for Crypto Custody

CoinSwitch has launched Digivault, a new custody solution designed to meet the growing global demand for secure cryptocurrency storage for both retail and institutional investors. The platform focuses on safeguarding digital assets by reducing the risk of loss and providing secure access. This initiative is part of CoinSwitch’s broader strategy to enhance digital asset management infrastructure amid increasing crypto adoption. The company emphasizes that reliable custody services are essential as more institutions seek exposure to digital assets, requiring protection for private keys and compliance with evolving regulations. Digivault aims to build investor trust and support broader market adoption by offering a secure, regulation-compliant storage system that ensures both security and operational efficiency.

TheNewsCrypto03/17 13:04

CoinSwitch Launches Digivault to Address Growing Demand for Crypto Custody

TheNewsCrypto03/17 13:04

Examining why FET’s rally faces pressure despite a 20% daily surge

FET's price surged over 20% with trading volume up 106%, signaling renewed interest and a recovery from recent lows. However, the rally faces underlying pressure from persistent selling activity. Despite forming a rounded bottom and showing bullish technical indicators like MACD and Parabolic SAR turning positive, rising exchange reserves (up 16.9%) indicate increased sell-side supply. Spot Taker data remains sell-dominant, suggesting aggressive selling continues even as prices rise. While the structure shows recovery potential toward $0.25-$0.35, sustained buyer absorption is critical. Failure to maintain demand or hold higher lows could weaken the rally due to ongoing distribution pressure.

ambcrypto03/17 13:04

Examining why FET’s rally faces pressure despite a 20% daily surge

ambcrypto03/17 13:04

How the Stablecoin Yield Debate Is Stalling U.S. Crypto Regulatory Legislation?

The debate over whether stablecoin issuers should be allowed to offer yield to users has become a central obstacle to U.S. cryptocurrency regulatory legislation, particularly the Senate’s CLARITY Act. Banking industry groups are pressuring lawmakers to prohibit yield on stablecoins, arguing it could draw deposits away from banks—especially smaller community banks—and reduce lending capacity. In contrast, crypto firms argue that incentives could help digital dollars compete with traditional payment systems. A Congressional Research Service report highlighted legal ambiguities in the current draft of the GENIUS Act, which entities may distribute returns. While the White House attempted a compromise—allowing limited rewards for specific uses like peer-to-peer payments but not for idle funds—banks rejected the proposal, stalling negotiations. Time is a critical factor: if the CLARITY Act does not advance by late April or early May, its chances of passing in 2026 drop significantly. If Congress fails to act, regulators such as the OCC may impose restrictions administratively. The outcome will influence not only stablecoin policy but also broader crypto market structure, including how tokens are classified. Failure could leave the industry dependent on regulatory guidance and real-world adoption rather than legislative certainty.

比推03/17 12:47

How the Stablecoin Yield Debate Is Stalling U.S. Crypto Regulatory Legislation?

比推03/17 12:47

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