WalletsWatcher

Just before the stock market opens in China, a wave of optimism arrives from Wall Street. The S&P 500 broke through 7,000 points with a new all-time high, and the Nasdaq has gained eleven consecutive days. Such movements generate a lot of noise in global markets, especially the feeling of 'fear of missing out'.
But here’s the interesting part: while the U.S. stock market explodes upward, everything else retreats. Gold, the dollar, Treasury bonds, and oil all fell at the same time. That’s not normal. It means that the stock rally is driven by something very specific: geopolitical news.
Bloomber

I just read something quite interesting about the SBF case. A federal judge made it very clear to the guy's mother, Barbara Fried, that she cannot submit documents on her son's behalf. I mean, the mom tried to contact the court asking for an extension because SBF supposedly doesn't have access to a computer in jail, but Judge Kaplan basically told her that’s not how it works.
The strange thing is that Barbara Fried is a former law professor at Stanford, so you would think she knows how these procedures work. The judge was clear: she has no right to file anything or request measures in this cas

I just reviewed today's opening in the Asian markets. The Singapore index opened higher with a 0.3% gain, reaching 5,008.99 points. Nothing spectacular but positive.
Meanwhile, Malaysia showed an opposite direction with a slight decline of 0.2% in its composite index, which closed at 1,692.65 points. It's typical to see this divergence between Singapore and its neighbors.
The region continues to show volatility, but Singapore maintains its bullish tone. It'll be interesting to see how the day unfolds.

I just checked the market close and noticed that the Vietnam index dropped again. The VN closed down 0.5%, at 1674.99 points.
It's interesting to see how Vietnam continues to face pressure these days. The Vietnamese market doesn't seem to be gaining much momentum at the moment. With this decline, it seems investors are becoming more cautious about Vietnamese stocks.
Nothing dramatic, but definitely something to keep an eye on if you're following Asian markets.

I just found out that Foundation, the NFT marketplace on Ethereum, will permanently shut down its operations. It turns out they tried to sell the platform to someone interested in moving forward, but in the end, the sale didn't go through, and they decided it's not worth looking for more buyers. They have already deactivated all the infrastructure, and there are no plans to relaunch it. It's kind of strange to see how these projects that seemed to have potential just disappear. I guess the NFT market wasn't what they expected. What do you think, is this the end of an era or just another platfo

I just reviewed the money market quotes, and the price fixing has changed quite a bit in recent days. A week ago, the probability that the ECB would raise rates in April was just 20%, but now markets are betting on a 50% chance.
It's interesting to see how price setting in these markets reflects investors' expectations. It seems there are stronger signals that the European Central Bank might take action this month. The volatility in expected rates shows that sentiment has changed quite a bit in a short period.
Any move by the ECB always causes noise in the markets, so we will be watching close

Last Monday I saw that Arabica coffee futures closed with a small increase of 0.93%, nothing extraordinary but at least positive. The "C" coffee futures also rose by the same proportion. Looking at the rest of the commodities, sugar fell slightly by 0.13%, cacao lost 0.68% trading around $3,223 per ton. Cotton was one of the best movers with a 0.96% increase. Low-acid canola in Chicago barely declined by 0.12%. Overall, it was a fairly calm close in New York, with coffee futures showing some strength while other products experienced small corrections. Nothing spectacular but interesting to see

I recently came across a very interesting analysis from Mizuho Bank about what’s happening with X Money, the payment platform Elon Musk recently launched on X. The bank’s analysts pointed out something that many probably didn’t see coming: this system has real potential to revolutionize how the payments ecosystem works in the United States.
What caught my attention is how they are framing it. Basically, X Money aims to integrate everything into a super app format, similar to what WeChat Pay or Alipay already do in Asia. Messaging, deposits, commercial transactions, all in one place. And consid

I have been following the news from India and something caught my attention that many are not considering enough: the developing fertilizer supply crisis. It’s not just an agricultural problem; it’s geopolitics directly impacting the markets.
Look, the Middle East is not just oil. It’s also a crucial exporter of fertilizers, but with tensions escalating between the United States, Israel, and Iran, and shipping through the Strait of Hormuz compromised, the global flow is being affected. India, being one of the largest importers of fertilizers in the world, is on the front line of this issue.
Wh

I just reviewed a very interesting analysis about the current dynamics of the gold market, and there are some points worth discussing.
What catches my attention the most is that central banks continue to buy gold consistently, but the market might be completely misinterpreting what is actually happening. Many believe this is simply part of a move toward de-dollarization, but the reality is more nuanced.
First, the way they are buying has changed significantly. More and more central banks are using non-standard channels and prefer to store gold within their own territories rather than in intern

I just read an interesting reflection from Hayden Adams about Rollups and how their role in the Ethereum ecosystem has been questioned.
What he suggests is quite straightforward: criticizing Rollups as "parasites" overlooks the massive engineering work these projects are doing. We're talking about costly and complex development that is truly enabling Ethereum to scale.
Here is the key point according to Hayden Adams: in the current roadmap, Ethereum is deliberately outsourcing this heavy lifting to Rollups. It's not that these projects are taking advantage, but that they are taking on the resp

I have always been fascinated by studying the best traders in the world and how they achieved their extraordinary results. It's not just luck, but pure strategy. Let me share five names that you definitely should know if you want to understand what makes the greats different.
George Soros is probably the biggest legend of modern trading. What he did in 1992 against the Bank of England was brutal: he made over a billion dollars in a single trade. His genius lies in reading global markets and detecting those economic trends that others don't see. He's the kind of trader who changed the game.
The

There are crypto stories I simply can't stop thinking about. Vitalik Buterin's is one of them.
It started as a curious teenager, surrounded by computers in a modest home. While others played video games, he was exploring ideas that would eventually change everything. The fascinating thing is that Vitalik Buterin didn't come from wealth or privileged connections. He came from pure curiosity.
From there, Ethereum emerged. A platform that did something radical: proved that finance and technology could be completely reimagined. It wasn't just code; it was a vision. And that vision transformed how

I just noticed something interesting in the agricultural markets. Soybean prices are rising after Trump's recent comments about possible Chinese purchases, and traders are quite optimistic about this. The Wall Street Journal reported that the agricultural sector is reacting positively to these developments.
What’s going on is that both countries are engaged in serious trade negotiations, trying to resolve tensions from years past. If China really increases its imports of U.S. soybeans, it would be a major relief for farmers who have been struggling with trade barriers. Tariffs have been a cons

I just found out that Hyperliquid has introduced a pretty interesting feature: cross-margin for its HIP-3 perpetual contracts market. It’s currently on testnet, but it already qualifies for the programa de recompensas de bugs at the mainnet level, so it seems like something serious.
What catches my attention is how this works. Basically, if you enable cross-margin for a specific asset, all your perpetual contracts that use that same collateral can share margin with each other, even if they’re on different DEXs. In other words, your liquidity is distributed more efficiently.
But the smartest pa

I just reviewed the eurozone bond market and there are some interesting movements. German bonds continue to show strength, with 10-year yields dropping below 2.7%, which quite accurately reflects the current geopolitical situation and uncertainties with tariffs.
The curious thing is that despite all the trade uncertainty, Trump continues to maintain his protectionist stance, so investors seem to be seeking refuge in safe assets. The spreads between eurozone bonds and German bonds remain quite narrow, indicating confidence in these instruments.
Additionally, the German Financial Agency plans to

If you have ever seen the self-portrait with a thorn necklace and hummingbird by Frida Kahlo, you probably felt something. It is not just a painting; it’s as if Frida is looking directly into your soul.
This 1940 work has become virtually synonymous with Frida herself. When people think of her, they think of this painting: the penetrating gaze, the unibrow, the thorn necklace, the hummingbird hanging like an amulet. Everything about her tells a story of pain, but also of incredible strength.
What’s fascinating is how Frida managed to immerse herself within the canvas. The self-portrait combine

I just reviewed Messi's wealth evolution over the past few years, and honestly, the growth has been quite impressive. It went from around $280 million in 2016 to projections close to $900 million by the end of 2026.
What's interesting is that this increase in his wealth doesn't just come from his salary as a footballer, but from elite contracts, record sponsorships, and business partnerships in Europe and the United States. The numbers skyrocketed especially after his successes in global tournaments and those high-profile transfer moves we all follow.
If we look year by year, the most notable

I just saw an interesting analysis about Bitcoin and started comparing it to gold. According to some traders I follow, the bottom of the Bitcoin market might be closer than we think if we measure it against gold as a reference. It's a different angle than what is usually seen in the market. The Bitcoin-gold correlation has been quite volatile in recent years, but some analysts believe this metric could give us clues about where we really are in the cycle. I don't know if it's the perfect metric, but it's worth watching how the market behaves from this perspective. Has anyone else been followin

I just saw something pretty crazy on the Bitcoin network. An individual miner managed to validate a full block (block 938,092) by spending just $75 on rented hashrate, and took home 3.125 BTC as a reward, which at current prices is over $200,000. Basically, they bought a lottery ticket for a few bucks and hit the jackpot.
What’s interesting is how this worked. The person rented 1 petahash per second of computing power through CKPool, a service that allows individual miners to work independently. When the network processes transactions in blocks approximately every 10 minutes, all miners compet