News linked to both this project and an event.
the U.S.-Iran peace agreement will be officially signed this Friday, marking a major turning point for global markets. Hedge funds are rapidly exiting safe-haven assets, pivoting to oversold Asian equities, U.S. Treasuries, and consumer sectors, in an effort to recreate the profit logic of the pre-war market. Currently, global hedge fund managers are frantically dusting off the "pre-war playbook," attempting to capture the first wave of premiums following the retreat of inflation.In the bond market, hedge funds are actively betting on the Federal Reserve's "hawkish pivot." Grey Value Management in Florida and Reed Capital in Singapore are both bullish on short-term U.S. Treasuries. Analysts believe that as falling crude oil prices ease cost-push inflation, traders are significantly reducing their bets on Fed rate hikes. The yield on the two-year U.S. Treasury note has already retreated notably. Compared to longer-dated bonds, the release of its safe-haven premium offers more robust allocation value.
sources familiar with the matter have revealed that Goldman Sachs and JPMorgan are exploring trading methods based on the cost of computing power, including futures contracts linked to GPU rental prices. As one of the scarcest resources amid the AI boom, related futures for GPUs are expected to be listed on exchanges later this year.Industry insiders stated that this move reflects how the influx of hundreds of billions of dollars into data centers and the chip sector is reshaping the financial market landscape. For banks financing the construction of AI infrastructure, such innovative instruments could become a new means of risk management. (The Information)
Odaily News Trader 0xSun posted stating that news-driven trading remains one of the more cost-effective strategies in the current crypto market, with its core lying in the directionality and volatility brought by events.Reviewing several recent events, including abnormal ETH transactions, Arc fee adjustments, TAO ecosystem changes, RAVE-related investigations, and the KelpDAO security incident, all triggered significant price fluctuations within a short period. He believes that participating in such opportunities relies on either the speed of information acquisition or the ability to judge the impact of events.Furthermore, he indicated that as the recent altcoin market has gradually cooled down, he has resumed the strategy of going long on BTC while hedging by shorting some altcoin assets. He believes that against the backdrop of relatively weak liquidity and the fading of certain narratives, the overall performance of altcoins may face relatively more pressure.