ISRAEL'S NETANYAHU TO HOLD DISCUSSION WITH MINISTERS REGARDING DIPLOMATIC SOLUTION TO END WAR IN LEBANON
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OPENAI IS WORKING WITH BROADCOM AND TSMC TO BUILD ITS FIRST IN-HOUSE CHIP
BROADCOM AND OPENAI DEVELOPING AN AI INFERENCE CHIP: RTRS SOURCES
OPENAI HAS RESERVED 2026 TSMC MANUFACTURING CAPACITY
OPENAI USING AMD CHIPS ALONGSIDE NVIDIA CHIPS
BROADCOM AND OPENAI DEVELOPING AN AI INFERENCE CHIP: RTRS SOURCES
OPENAI HAS RESERVED 2026 TSMC MANUFACTURING CAPACITY
OPENAI USING AMD CHIPS ALONGSIDE NVIDIA CHIPS
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ELON MUSK'S XAI IN TALKS TO RAISE FUNDING AT $40B VALUATION
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ALPHABET 3Q REV. $88.27B, EST. $86.45B
ALPHABET 3Q REV. EX-TAC $74.55B, EST. $72.88B
ALPHABET 3Q GOOGLE CLOUD REV. $11.35B, EST. $10.79B
ALPHABET 3Q EPS $2.12, EST. $1.84
ALPHABET 3Q REV. EX-TAC $74.55B, EST. $72.88B
ALPHABET 3Q GOOGLE CLOUD REV. $11.35B, EST. $10.79B
ALPHABET 3Q EPS $2.12, EST. $1.84
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Blackrock Bitcoin ETF $IBIT traded $3.3B today, biggest number in 6 Months, which is a bit odd because BTC was up 4% (typically ETF volume spikes in a downturn/crisis). Occasionally tho volume can spike if there a FOMO-ing frenzy (a la $ARKK in 2020). "Given the surge in price past few days, my guess is this is latter, which means look for (more) big inflows this week": Senior ETF Analyst, Eric Balchunas
Added comment: If this is a FOMO Frenzy we'll see it show up in the flows next few nights.. if not it means its due to HF arb trading or something like that
Added comment: If this is a FOMO Frenzy we'll see it show up in the flows next few nights.. if not it means its due to HF arb trading or something like that
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One-Third of Polymarket's Presidential Market Volume Linked to Wash Trading: Chaos Labs via Fortune
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KRAKEN CUTS 15% OF ITS WORKFORCE: NYT REPORTER
YESTERDAY:
*DYDX LAID OFF 35% OF ITS 'CORE TEAM'
*CONSENSYS LAID OFF 20% OF ITS EMPLOYEES
YESTERDAY:
*DYDX LAID OFF 35% OF ITS 'CORE TEAM'
*CONSENSYS LAID OFF 20% OF ITS EMPLOYEES
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COINBASE 3Q REV. $1.21B, EST. $1.25B: BBG
*Coinbase Announced $1B Share Buyback
*Coinbase Announced $1B Share Buyback
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MICROSTRATEGY EARNINGS:
*EPS: -$1.72 vs -$0.12
*Rev.: $116M vs $121M
*MicroStrategy announced a strategic goal of raising $42B of capital over the next 3 years, comprised of $21 billion of equity and $21 billion of fixed income securities. They plan to use the additional capital to buy more bitcoin.
*EPS: -$1.72 vs -$0.12
*Rev.: $116M vs $121M
*MicroStrategy announced a strategic goal of raising $42B of capital over the next 3 years, comprised of $21 billion of equity and $21 billion of fixed income securities. They plan to use the additional capital to buy more bitcoin.
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URGENT: Blockaid systems have detected a potential supply chain attack targeting dApps that use Lottie Player.
A new version of this npm packaged was deployed a couple of minutes ago, with multiple legitimate dApps now issuing malicious transactions: link
DO NOT CONNECT YOUR WALLETS TO POP-UPS COMING ON WEBSITES
A new version of this npm packaged was deployed a couple of minutes ago, with multiple legitimate dApps now issuing malicious transactions: link
DO NOT CONNECT YOUR WALLETS TO POP-UPS COMING ON WEBSITES
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infinityhedge
URGENT: Blockaid systems have detected a potential supply chain attack targeting dApps that use Lottie Player. A new version of this npm packaged was deployed a couple of minutes ago, with multiple legitimate dApps now issuing malicious transactions: link…
1inch Front-End Compromised
DO NOT CONNECT WALLET
*Update: 1inch Team: A fix has been applied, if you have accessed the dapp recently please clear your browser cache before accessing the site again
DO NOT CONNECT WALLET
*Update: 1inch Team: A fix has been applied, if you have accessed the dapp recently please clear your browser cache before accessing the site again
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U.S. PCE September: @infinityhedge
*US SEPT. CORE PCE PRICE INDEX RISES 0.3% M/M; EST. +0.3%
*US SEPT. CORE PCE PRICE INDEX RISES 2.7% Y/Y, EST. +2.6%
*US SEPT. PCE PRICE INDEX RISES 0.2% M/M; EST. +0.2%
*US SEPT. PCE PRICE INDEX RISES 2.1% Y/Y; EST. +2.1%
*US JOBLESS CLAIMS 216,000 IN OCT. 26 WEEK; EST. 230K
*US CONTINUING CLAIMS 1.862M IN OCT. 19 WEEK; EST. 1.885M
*US SEPT. CORE PCE PRICE INDEX RISES 0.3% M/M; EST. +0.3%
*US SEPT. CORE PCE PRICE INDEX RISES 2.7% Y/Y, EST. +2.6%
*US SEPT. PCE PRICE INDEX RISES 0.2% M/M; EST. +0.2%
*US SEPT. PCE PRICE INDEX RISES 2.1% Y/Y; EST. +2.1%
*US JOBLESS CLAIMS 216,000 IN OCT. 26 WEEK; EST. 230K
*US CONTINUING CLAIMS 1.862M IN OCT. 19 WEEK; EST. 1.885M
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ISRAELI INTELLIGENCE SUGGESTS IRAN IS PREPARING TO ATTACK ISRAEL FROM IRAQI TERRITORY IN THE COMING DAYS, POSSIBLY BEFORE THE U.S. PRESIDENTIAL ELECTION: AXIOS
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*APPLE 4Q REV. 94.93B, EST. $94.36B
*APPLE 4Q GREATER CHINA REV. $15.03B, EST. $15.8B
*APPLE 4Q IPHONE REVENUE $46.22B, EST. $45.04B
*APPLE 4Q SERVICE REV. $24.97B, EST. $25.27B
*APPLE 4Q GREATER CHINA REV. $15.03B, EST. $15.8B
*APPLE 4Q IPHONE REVENUE $46.22B, EST. $45.04B
*APPLE 4Q SERVICE REV. $24.97B, EST. $25.27B
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infinityhedge
U.S. NFP in 1hr: @infinityhedge JP Morgan SPX Play: 158K [forecast] *>200k: Flat/+0.5% *160k-200k:+1%/+1.5% *140k-160k: +0.75% to +1.2% *110k-140k: -0.5% to -1.5% *<110k: -1.2% to -2% [recession hint] Goldman SPX Play: 165k [forecast] *>200k: Flat/-0.5%…
NFP DATA IN 40 MIN: @infinityhedge
*NFP EST.: +101k, Prev. +254k
*Unemployment rate EST.: 4.1%, Prev. 4.1%
JP Morgan SPX Play: +157k
*80k-120k: flat to +0.5% [40%]
*120k-200k: +0.5% to +0.75% [30%] [Goldilocks print]
*20k-80k: -0.25% to -0.5% [20%]
*>200k: -0.25% to +0.5% [5%]
*<20k: -0.75% to -1.5% [5%] [recession hint]
Goldman Sachs SPX Play: 95k [forecast]
*>250k: at least -1%
*200k-250k: -0.5% to -1%
*125k-200k: ±0.5%
*75k-125k: +0.5% to +1%
*<75k: flat to -0.5%
Other Forecasts:
*Mizuho Securities: 180k
*BofA: 100k
*CITI: 90k
*MS: 75k
*Bloomberg: -10k
*Reuters Survey: +113k
*NFP EST.: +101k, Prev. +254k
*Unemployment rate EST.: 4.1%, Prev. 4.1%
JP Morgan SPX Play: +157k
*80k-120k: flat to +0.5% [40%]
*120k-200k: +0.5% to +0.75% [30%] [Goldilocks print]
*20k-80k: -0.25% to -0.5% [20%]
*>200k: -0.25% to +0.5% [5%]
*<20k: -0.75% to -1.5% [5%] [recession hint]
Goldman Sachs SPX Play: 95k [forecast]
*>250k: at least -1%
*200k-250k: -0.5% to -1%
*125k-200k: ±0.5%
*75k-125k: +0.5% to +1%
*<75k: flat to -0.5%
Other Forecasts:
*Mizuho Securities: 180k
*BofA: 100k
*CITI: 90k
*MS: 75k
*Bloomberg: -10k
*Reuters Survey: +113k
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US OCT. NONFARM PAYROLLS:
*US OCT. NONFARM PAYROLLS RISE 12K M/M; EST. +100K
*US OCT. UNEMPLOYMENT RATE 4.1%; EST. 4.1%
*US OCT. AVERAGE HOURLY EARNINGS RISE 0.4% M/M; EST. +0.3%
*US BLS: HURRICANES LIKELY AFFECTED OCT. PAYROLLS IN SOME SECTORS
*BIDEN: JOB GROWTH EXPECTED TO REBOUND IN NOVEMBER
*US OCT. NONFARM PAYROLLS RISE 12K M/M; EST. +100K
*US OCT. UNEMPLOYMENT RATE 4.1%; EST. 4.1%
*US OCT. AVERAGE HOURLY EARNINGS RISE 0.4% M/M; EST. +0.3%
*US BLS: HURRICANES LIKELY AFFECTED OCT. PAYROLLS IN SOME SECTORS
*BIDEN: JOB GROWTH EXPECTED TO REBOUND IN NOVEMBER
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*WARREN BUFFETT'S BERKSHIRE CASH PILE HITS RECORD $325.2 BILLION
*BERKSHIRE SOLD 25% OF ITS APPLE STOCK IN Q3
*THE COMPANY DIDN'T BUY ANY STOCK IN Q3
*Everything is so expensive to Buffett- even his own stock - that for the first time since launching his buyback program in 2018, Buffett repurchased exactly zero shares of Berkshire in Q3: zerohedge
*BERKSHIRE SOLD 25% OF ITS APPLE STOCK IN Q3
*THE COMPANY DIDN'T BUY ANY STOCK IN Q3
*Everything is so expensive to Buffett- even his own stock - that for the first time since launching his buyback program in 2018, Buffett repurchased exactly zero shares of Berkshire in Q3: zerohedge
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infinityhedge
The Week Ahead | @infinityhedge Macro: *U.S. GDP (QoQ) (Q3) on 30 *BOJ Meeting on 31 [widely expected to keep interest rates unchanged on 31, Most BOJ Watchers Expect Another Rate Hike by Jan 2025] *US PCE on 31 *US NFP & Unemployment Rate on Nov 1 *FED…
The Week Ahead | @infinityhedge | Election Week
Macro:
*China's National People's Congress Meeting [to green light Stimulus package but WSJ Today reported “China Isn’t Planning a ‘Bazooka’ Stimulus—at Least Not This Year”] 4-8 Nov.
*U.S Presidential Election on 5
*U.S. Fed Interest Rate Decision on 7 [25 bps cut is widely anticipated]
*Iran retaliation attack against Israel expected, Iranian official: Iran doesn’t want to influence the U.S. election so, the response would come after Tuesday’s voting but before a new president is inaugurated in January
Crypto:
**SEC vs Binance, Defendants’ answers or pleadings in response to the amended complaint due on 4
**SEC vs Binance, Discovery Hearing on 6
*Caroline Ellison Surrender date would be set on or after Nov. 7.
*MakerDAO will run a poll to determine the long-term brand of the backend protocol between 4 to Nov. 7, with three poll options [infinityhedge]: Keep the Sky brand, Recenter the Maker brand or Recenter the Maker brand, with a limited brand refresh
*Kraken’s L2 blockchain ‘ink’ testnet on 10
*HYPE Users must review and accept the Genesis Event Terms to participate in Airdrop before Nov. 11, 2024 23:59 UTC
*Bitwise Ethereum ETF, the Grayscale Ethereum Trust, the Grayscale Ethereum Mini Trust options decision deadline Nov. 11
*DevCon 7 Event, Bangkok [11-15] [Uniday, Kraken, etc]
Token Unlocks:
$APT: $90M: 2.18% on 11
$BANANA: $12M: 7% on 8
What Data Says about BTC:
The options market signals expected moves of about 8% in either direction the day after the vote, compared to typically 2% up or down on a normal day — No significant volatility premium is priced in after Nov. 7, suggesting the market expects a fairly quick resolution — For the weeks after the election, data from the Deribit exchange hint at a possible $60k to $80k trading range based on peak open interest — or outstanding contracts
Earnings/Charts/Articles ⬎
Macro:
*China's National People's Congress Meeting [to green light Stimulus package but WSJ Today reported “China Isn’t Planning a ‘Bazooka’ Stimulus—at Least Not This Year”] 4-8 Nov.
*U.S Presidential Election on 5
*U.S. Fed Interest Rate Decision on 7 [25 bps cut is widely anticipated]
*Iran retaliation attack against Israel expected, Iranian official: Iran doesn’t want to influence the U.S. election so, the response would come after Tuesday’s voting but before a new president is inaugurated in January
Crypto:
**SEC vs Binance, Defendants’ answers or pleadings in response to the amended complaint due on 4
**SEC vs Binance, Discovery Hearing on 6
*Caroline Ellison Surrender date would be set on or after Nov. 7.
*MakerDAO will run a poll to determine the long-term brand of the backend protocol between 4 to Nov. 7, with three poll options [infinityhedge]: Keep the Sky brand, Recenter the Maker brand or Recenter the Maker brand, with a limited brand refresh
*Kraken’s L2 blockchain ‘ink’ testnet on 10
*HYPE Users must review and accept the Genesis Event Terms to participate in Airdrop before Nov. 11, 2024 23:59 UTC
*Bitwise Ethereum ETF, the Grayscale Ethereum Trust, the Grayscale Ethereum Mini Trust options decision deadline Nov. 11
*DevCon 7 Event, Bangkok [11-15] [Uniday, Kraken, etc]
Token Unlocks:
$APT: $90M: 2.18% on 11
$BANANA: $12M: 7% on 8
What Data Says about BTC:
The options market signals expected moves of about 8% in either direction the day after the vote, compared to typically 2% up or down on a normal day — No significant volatility premium is priced in after Nov. 7, suggesting the market expects a fairly quick resolution — For the weeks after the election, data from the Deribit exchange hint at a possible $60k to $80k trading range based on peak open interest — or outstanding contracts
Earnings/Charts/Articles ⬎
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