Latest Articles that tagged "Stablecoins"
The Yen Rewrites the Liquidity Map

The Yen Rewrites the Liquidity Map
— Margin Notes: 2026-09-04

The Japanese yen advanced more than 2% on Thursday, moving toward levels last seen in May as investors unwound positions funded in the low-yielding currency....

Nvidia's $14 Billion Bet Meets a Higher Hurdle

Nvidia's $14 Billion Bet Meets a Higher Hurdle
— Margin Notes: 2026-09-02

Brent crude reached $95.57 on Wednesday, while US crude moved above $90, giving the latest Iran strikes a direct route into inflation expectations. US-Iran fighting lifted oil prices as shipping risk...

Warsh Inherits a Market Priced for Growth

Warsh Inherits a Market Priced for Growth
— Margin Notes: 2026-08-28

US stock futures slipped before Kevin Warsh’s Jackson Hole speech, while the US 10-year Treasury yield held at 4.67%. The market is not waiting for a rate decision today; it is waiting for a...

Nvidia Prices the Era of Expensive Confidence

Nvidia Prices the Era of Expensive Confidence
— Margin Notes: 2026-08-27

Nvidia reported $96.2 billion in quarterly revenue after the market close, beating expectations and pointing to continued demand for AI infrastructure. The result supports the central growth story,...

Hormuz Talks Move Risk Beyond Oil

Hormuz Talks Move Risk Beyond Oil
— Margin Notes: 2026-08-26

Iran and Oman are discussing an interim reopening of the Strait of Hormuz, and Brent crude fell 1.93% to $85.59 as traders marked down the immediate chance of a prolonged supply shock....

Bitcoin’s $80,000 Verdict

Bitcoin’s $80,000 Verdict
— Margin Notes: 2026-08-25

Bitcoin climbed past $80,000, marking a three-month high and effectively pricing in a world where sovereign debt is viewed as a liability rather than a safe haven....

The Debasement Trade's New Guard

The Debasement Trade's New Guard
— Margin Notes: 2026-08-24

Institutional capital is no longer waiting for the US government to fix its bond market; it is simply betting against the attempt. While Treasury Secretary Scott Bessent's $4 billion buyback was...

Bitcoin’s Hard Asset Pivot

Bitcoin’s Hard Asset Pivot
— Margin Notes: 2026-08-21

Bitcoin surged past $75,000, leading a broader rotation into hard assets while the Dow tumbled 703 points. This isn't a simple risk-on rally; it is a defensive pivot....

Goldman Sachs Finds Easier Money Still Has a Bill

Goldman Sachs Finds Easier Money Still Has a Bill
— Margin Notes: 2026-08-17

Goldman Sachs said markets are too aggressive in betting on further US Federal Reserve rate increases, while emerging-market currencies climbed to records as those expectations softened....

Policy Shocks Are Testing Every Market Exit

Policy Shocks Are Testing Every Market Exit
— Margin Notes: 2026-08-14

The US government is preparing an economic isolation plan for Iran next week, adding port restrictions and financial pressure to a conflict already disrupting how Middle Eastern oil reaches buyers....

Hon Hai's Profits Cannot Outrun the Discount Rate

Hon Hai's Profits Cannot Outrun the Discount Rate
— Margin Notes: 2026-08-12

Crude oil reached $83.54 on Wednesday as President Donald Trump claimed control over the Strait of Hormuz while the US and Iran moved further apart on the terms of any settlement....

SpaceX’s AI Bill Faces the 4.62% Question

SpaceX’s AI Bill Faces the 4.62% Question
— Margin Notes: 2026-08-06

Iran and Oman announced an agreement on Strait of Hormuz shipping, giving energy markets their first diplomatic mechanism for reducing the traffic disruption rather than merely discussing it....