infinityhedge

03 Feb 2025 22:20

TRUMP SAYS CALL WITH TRUDEAU WENT "VERY WELL"

infinityhedge

03 Feb 2025 19:03

TRUMP: CHINA TARIFFS WILL GO UP IF WE CAN’T MAKE A DEAL

TRUMP: CHINA TARIFFS WERE AN OPENING SALVO

infinityhedge

03 Feb 2025 18:57

TRUMP SAYS HE HAD GOOD TALK WITH TRUDEAU

infinityhedge

03 Feb 2025 18:52

TRUMP SAYS TIKTOK COULD GO IN SOVEREIGN WEALTH FUND

infinityhedge

03 Feb 2025 17:58

TRUMP IS CONSIDERING PLANS TO IMPOSE A 10% TARIFF ON THE EU: TELEGRAPH

infinityhedge

03 Feb 2025 16:24

*MEXICO’S PRESIDENT: TARIFFS ARE PAUSED FOR A MONTH FROM NOW: RTRS

infinityhedge

03 Feb 2025 15:15

President Trump-backed World Liberty Financial offers to buy a project's tokens in exchange for the project buying an equivalent amount of WLFI tokens plus a fee, per sources: Blockworks

*Representatives for World Liberty Financial have been approaching blockchain teams with an offer: buy at least $10 million worth of unlaunched WLFI tokens with a 10 percent fee, and World Liberty Financial will buy the same amount of the blockchain’s native token.

infinityhedge

03 Feb 2025 14:08

The Week Ahead | @infinityhedge | Major Earnings

WEEKLY US SPOT ETF FLOWS:
*BTC: +$559M
*ETH: -$45.5M

US BTC spot ETF Options:
*Total OI Call/Put Ratio(Nominal): 2.16
*Total OI Call/Put Ratio(Delta): 4.65

Macro:
*U.S. tariffs on Canada, Mexico and China will kick in from Tuesday. Trump says he will speak to Mexico and Canada's leaders on Monday and China also sees room to negotiate. (so negotiations will start) (will Trump back down with offers? If yes, on what conditions markets will be watching)
*Tariffs: Market will be watching for any announcements by Trump on tariffs and the broader fallout after Trump’s tariff war. Canada, Mexico vowed to hit back at US levies with tit-for-tat measures, while China vowed “corresponding countermeasures,” without announcing any new tariffs. Tariffs will affect trade worth ~$1.3T, representing ~5% of US GDP. Tariff impacts in Trump's first term suggest this could knock 1.2% off GDP and add ~0.7% to core PCE. JPM & Morgan Stanley said that sustained 25% US tariffs will throw Mexico & Canada into recession.
*China’s Financial Markets will re-open after the lunar new year holiday on 5
*US NFP & Unemployment Rate on 7
*Fed Speakers Whole week

ICYMI Trump:
*Trump: Holding the rates at this point was the right thing to do (surprising news)
*Trump: Pain from tariffs will be worth the price
*Trump: we'll be doing something very substantial on tariffs with European Union. Trump said he will “definitely” place new tariffs on the EU.

Earnings:
*Google, AMD on 4
*MicroStrategy, ARM on 5
*Amazon on 6

Crypto:.
*Bybit CEO said liquidations underreported, estimates $8-10B Total Liquidations in the last 24hrs. (Other exchanges might release more data during week)

Interesting:
What a start to the year for markets ...
This week, Tariffs
Last week, DeepSeek
Two weeks ago, Inauguration
Three weeks ago, LA wildfires

Post will be refreshed w/ new info and Graphics/Articles are in the group⬎

infinityhedge

31 Jan 2025 22:07

TRUMP SAYS HE WILL IMPOSE TARIFFS ON THE EUROPEAN UNION

TRUMP: WE'LL BE DOING SOMETHING VERY SUBSTANTIAL ON TARIFFS WITH EUROPEAN UNION

infinityhedge

31 Jan 2025 21:53

TRUMP: WE WILL PUT TARIFFS ON CHIPS AND OIL AND GAS

infinityhedge

31 Jan 2025 21:51

TRUMP: NOTHING CAN BE DONE BY CHINA, MEXICO AND CANADA RIGHT NOW TO FORESTALL TARIFFS

infinityhedge

31 Jan 2025 19:22

WHITE HOUSE: REUTERS REPORT ON TARIFF PLAN FALSE

*WHITE HOUSE: FEB. 1 DEADLINE FOR 25% TARIFFS ON MEXICO, CANADA STILL HOLD

*TARIFF DETAILS TO BE RELEASED SATURDAY

infinityhedge

31 Jan 2025 16:03

OPENAI TO LAUNCH NEW O3-MINI MODEL TODAY IN RESPONSE TO DEEPSEEK: WIRED

infinityhedge

30 Jan 2025 16:15

GOLD HITS NEW ALL-TIME HIGH

infinityhedge

29 Jan 2025 21:18

*POWELL: FED'S ROLE WITH CRYPTO IS TO LOOK AT BANKS

*POWELL: BANKS ARE PERFECTLY ABLE TO SERVE CRYPTO CUSTOMERS AS LONG AS THEY MANAGE THE RISKS

*POWELL: FED DOESN'T WANT BANKS TO TERMINATE LEGAL CUSTOMERS

*POWELL: GREATER REGULATION ON CRYPTO WOULD BE HELPFUL

infinityhedge

03 Feb 2025 19:07

TRUMP: I LIKE THE IDEA OF RECIPROCAL TARIFFS ON MORE COUNTRIES.

infinityhedge

03 Feb 2025 18:59

*TRUMP: WE’LL BE SPEAKING TO CHINA PROBABLY OVER NEXT 24 HOURS

infinityhedge

03 Feb 2025 18:56

TRUMP: NOBODY IS OUT OF TARIFFS

infinityhedge

03 Feb 2025 18:50

*TRUMP SIGNS EXECUTIVE ORDER TO CREATE SOVEREIGN WEALTH FUND: RTRS

infinityhedge

03 Feb 2025 17:06

MORNING TRUMP-TRUDEAU CALL LEAVES CANADIAN OFFICIALS DOUBTFUL THAT AN OFF-RAMP FROM TARIFFS EXISTS FOR CANADA THE WAY IT MATERIALIZED FOR MEXICO; 3PM FOLLOW-UP CALL SCHEDULED: NYT

infinityhedge

03 Feb 2025 15:47

PRESIDENT TRUMP'S WHITE HOUSE A.I. AND CRYPTO CZAR DAVID SACKS WILL HOST A PRESS CONFERENCE ON FEBRUARY 4 AT 2:30PM ET ON DIGITAL ASSETS

*They will discuss How the trump administration & congress will work together to secure america as a leader in the digital asset ecosystem.

infinityhedge

03 Feb 2025 14:14

*NVIDIA DOWN 4% PRE-MARKET, ERASED ALL POST-DEEPSEEK CRASH GAINS

infinityhedge

03 Feb 2025 14:02

MICROSTRATEGY DID NOT BUY ANY BITCOIN FROM JAN. 27 TO FEB. 2: BBG

infinityhedge

31 Jan 2025 22:02

TRUMP: I'M BRINGING TOMORROW’S TARIFFS DOWN TO 10% ON CANADIAN OIL

infinityhedge

31 Jan 2025 21:52

TRUMP: WE MAY INCREASE TARIFFS

infinityhedge

31 Jan 2025 19:23

WHITE HOUSE: CANADA AND MEXICO TARIFF AT 25% AND CHINA AT 10%.

infinityhedge

31 Jan 2025 17:14

GOOGLE SAYS BRINGING NVIDIA BLACKWELL GPUS TO GOOGLE CLOUD WITH PREVIEW OF A4 VMS

infinityhedge

30 Jan 2025 20:30

OpenAl in Talks for Huge Investment Round Valuing It Up to $340 Billion: WSJ

*SoftBank in Discussions to Lead Round and Invest $15 Billion to $25 Billion: Sources

*OpenAI was last valued at $157 billion in October, when it raised $6.6 billion

infinityhedge

29 Jan 2025 22:29

DEEPSEEK INTERNAL DATABASE PUBLICLY EXPOSED ⚠️

*Wiz Research has discovered "DeepLeak" - a publicly accessible ClickHouse database belonging to DeepSeek, exposing highly sensitive information, including secret keys, plain-text chat messages, backend details, and logs.

*Wiz Research team immediately disclosed the issue to DeepSeek, which promptly secured the exposure.

infinityhedge

29 Jan 2025 21:15

*POWELL, ASKED ABOUT MARCH RATE CUT REPEATS DON'T NEED TO HURRY