Energy Investments Surge as Tech Trade Declines
@MorganStanley is diversifying client portfolios by investing in energy, gold, and infrastructure, moving away from tech. The focus is on real assets for better market response. #Update #Crypto $GOLD
Tech
Bitcoin Gains as AI Job Losses Stress Banks
Arthur Hayes warns of potential credit stress as Bitcoin diverges from Nasdaq 100, suggesting liquidity issues could arise. He anticipates Fed intervention boosting $BTC. #Update #Crypto $BTC
Stock Sector Surges Amid Market Fears
Hedge fund veteran Dan Ives claims “armageddon” fears in software stocks are overblown, presenting a golden buying opportunity for AI beneficiaries like Salesforce and ServiceNow amid accelerating tech spending. #Update #Crypto $MATIC (+5) ↗
SpaceX IPO Launches New Stock Sector in 2026
@WellsFargo predicts that @SpaceX’s upcoming IPO could significantly boost the communications sector by 2026, driven by satellite technology and industry consolidation. #Update #Crypto $MATIC
Billionaire Tepper Invests $411M in Contrarian Asset
Billionaire David Tepper sold significant stakes in UnitedHealth, Intel, Alibaba, Vistra, and Micron while investing $411M in Whirlpool, reflecting a shift towards undervalued cyclicals. Portfolio value rose 14%. #Update #Crypto $BABA
Tech Stocks Set to Boom in 2026
Hedge fund veteran Dan Ives names his top five tech stock picks for 2026: @Tesla, @Microsoft, @PalantirTech, @CrowdStrike, and @Apple. Expect significant AI-driven growth for these companies. #Update #Tech $AAPL (+7) ↗
Tom Lee Warns 2026 May Bring Bear Market
Fundstrat’s Tom Lee expresses reduced optimism for 2026, predicting potential bear market conditions, while forecasting the S&P 500 to reach 7,700 by year-end 2024. #Update #Crypto $SPY
XRP Validator Proposes NFT-to-NFT Trading Boost
XRP Ledger’s proposed Batch amendment achieves 68.57% validator consensus, enabling atomic NFT-to-NFT trading and bundling of transactions, with 80% needed for activation. #Update #Crypto $XRP
Ethereum Launches Hoodi Testnet for Pectra
@Ethereum Foundation developers will launch the Hoodi testnet on March 17 to test the Pectra upgrade after issues with Holesky and Sepolia. #Update #Crypto $ETH (-5) ↘
Oobit Collaboration With TON Lets Users Spend Tether Sent Over Telegram
On May 17, Oobit announced a partnership with the TON Foundation to integrate Toncoin into its payment platform, enabling Toncoin holders to Tap & Pay at over 100 million retailers worldwide, significantly advancing cryptocurrency use in daily transactions.