"Entering The Mega Investment Era": JPM Breaks Down South Korea's Plan To Double Memory-Chip Production

Coinbase Now Lets UK Users Borrow Against Their Bitcoin And Ethereum Via Decrypt.co, Coinbase launched crypto-backed USDC lending for U.K. users on Monday. Bitcoin holders can borrow up to $5 million in USDC, with Ethereum-backed loans capped at $1 million. The service uses Morpho, an open-source lending protocol on Ethereum layer-2 network, Base. Crypto exchange Coinbase has expanded its lending service, now allowing U.K. customers to borrow USDC stablecoins using their Bitcoin or Ethereum holdings as collateral. The service operates through Morpho, an open-source lending protocol on Base—the Coinbase-backed Ethereum layer-2 network—that powers Coinbase's crypto-backed loans. U.K. users can pledge cryptocurrency as...

Nvidia Unchanged Despite Big Earnings Beat And Solid Guidance As we discussed extensively in our preview, besides the Q1 revenue and guidance ($82BN+ and $90BN whisper respectively), Wall Street was expecting to get more color on the following topics during today's call and Q&A: Potential for increased shareholder cash returns, Vera Rubin ramp timing (2H 26E), Gross margin durability (~75% amidst continued memory/other cost inflation), Update to the $1 Trillion 25-27 forecast, esp. contribution from LPU racks, CPU and Vera Rubin Ultra, not included before Potential upside from agentic AI to the server CPU...

Gold & Tech: How The Whales Trick The Retail Plankton Authored by Matthew Piepenburg via VonGreyerz.gold, Never in my 30+ years in the markets have I seen a monetary, precious metal and risk-asset setup more obvious yet more deliberately ignored than today. Below, we look at the converging signposts screaming from the tech/AI sector and the equally obvious (yet deliberately downplayed) signals from a precious metals market entering a watershed turning point. How the Whales Do Their “Magic” As warned for years, and more recently here at the precious metals symposium in Florida, the insider whales...