Das beste ich doch eigentlich, #bitcoin bei 73.000$ und die größten Brennpunkte stehen noch aus:
USA/IRAN -> Eskalation?
Carry Trade
KI Bubble
Esrnings
Steigende Inflation (BlackRock warnt)
Neuer FED Chef
Risiko steigender Zinsen (FED WATCH keine bis Juli)
Anleihenmärkte
Usw.
Wenn das eintrifft gute Nacht!
Speichert euch das 👀
Wie viel hate ich bei 80-82k einstecken musste!
Geduld ist alles
Volumen war absolut Müll, keine buys außer saylor
So schnell kann’s gehen Jan/Feb 2.0
Und mit Glück ist das noch nicht der Boden 🚀
bitcoin:native
BREAKING: US data center construction spending jumped +28% YoY in April, to a record annualized rate of $50.7 billion.
At the same time, public spending on transportation came in at $49.9 billion.
This means data center construction spending has outpaced government transportation spending for the first time in history.
Since 2022, spending on data centers has surged by +357%.
Over the same period, government spending on transportation has increased +16%.
As a result, data centers now account for 2.3% of all US construction spending.
The AI buildout is reshaping US infrastructure spending.
What if AI is actually creating more jobs than it is replacing?
The latest JOLTs data showed that US job openings surged by a massive 731,000 jobs in April.
Markets were expecting no change, resulting in the largest beat in JOLTs history.
As a result, available employment hit 7.6 million for the month, the highest since May 2024.
And, job openings in the professional and business services sector surged by a massive 668,000.
The labor market's bull case from AI is underpriced.
Erinnert ihr euch an die Livestreams
Kaum kauft saylor nimma dumpen wir
Kein Volumen über Wochen
Ein Markt der durch eine Firma getrieben wurde
Bitcoin kann schnell fallen, siehe Februar
30k in 3 Wochen 👍
Nur ein reminder
China's export prices suggest global inflation pressures are building:
China's overall export prices rose +5% YoY in April, the largest gain since April 2023.
This marks a sharp reversal from nearly 3 consecutive years of contraction.
This surge was driven by global commodities, including crude oil, metals, and semiconductors, amid the Iran War shock.
Mineral fuels led with a +22% YoY gain, while fertilizer prices rose +17% and electronic export prices soared +21% on severe chip shortages.
Global inflation is rebounding.
Call option volume is skyrocketing:
Call options now reflect 70% of total options market volume, the highest in at least 4 years.
Since early April, this percentage has risen +25 points, the largest 2-month increase on record.
This also exceeds the previous brief surge of ~68% seen in late 2025.
To put this into perspective, the average over the last 2 years was ~55%.
Furthermore, the total notional value of S&P 500 call options relative to the S&P 500's market cap is up to a record 4.1x, doubling over the last 2 months.
Bullish appetite is rapidly surging.
Das Skript ist halt schon langweilig langsam?
Jeden Tag ein Deal, jeden Tag Gespräche nur um Öl & Anleihen runter zu kriegen 🤦♂️
Trump lass dir mal was Neues einfallen
BREAKING: President Trump says he thinks he will have a deal with Iran to extend the ceasefire and reopen the Strait of Hormuz "over the next week," per ABC News.
Trump says there are still "a few more points" to get to for the deal.
The power revolution is next:
Annual thermal power plant additions surged +70% YoY in 2025, to ~92 gigawatts, the largest annual increase since data began in 2008.
This is also +28% above the prior peak of ~72 gigawatts set in 2015.
The pipeline of future plants is growing even faster, with Chinese firms submitting approval requests for 51 gigawatts of new coal capacity in Q1 2026 alone.
At this pace, 2026 is on track to surpass the record 162 gigawatts of new proposals filed across the full year of 2025.
This comes as China continues to promote coal as a reliable backup when wind and solar power are unavailable, while simultaneously pledging that coal use will peak before 2030.
Meanwhile, China is also aggressively expanding nuclear capacity, with 39 reactors currently under construction, nearly 5 times more than India, which is in 2nd place, at 8 reactors.
Energy is the next hot commodity.
Niemals wird bitcoin:native darunter fallen
Niemals wird saylor BTC verkaufen
Nur zwei der Kommentare in den letzten Wochen
Niemals hat im Krypto & Aktienmarkt nix zu suchen 👍
BREAKING: The US military has conducted strikes on Iranian targets in Goruk and Qeshm Island, Iran, in what it described as "self-defense strikes."
The US says the strikes were carried out in response to "aggressive Iranian actions," including the shootdown of a US MQ-1 drone that was operating over international waters.
This is incredible:
AI-related companies have issued ~$140 billion in investment-grade bonds year-to-date, accounting for 49% of the total IG issuance.
AI-related companies have also attracted ~$220 billion in venture capital funding year-to-date, making up 87% of the total.
This means nearly 9 in every 10 Dollars of VC funding has flowed into AI-related firms.
Furthermore, in high-yield corporate bonds, AI has accounted for 38% of total issuance, or ~$21 billion year-to-date.
Combined, AI companies have raised ~$380 billion across all three channels year-to-date, reflecting ~64% of all capital flows.
The AI investment boom is reshaping how capital is allocated across the entire financial system.