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Question:
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The ECB and EU national central banks are proposing changes to MiCAโs stablecoin reserve requirements.
The current rules require part of reserves to sit in bank deposits.
The debate shows how quickly stablecoins are becoming a banking-system issue.
ETH is trading back above $2,700, with institutional demand and ETF flows becoming part of the story again.
After lagging BTC for a while, Ethereum is starting to get some attention back.
Iโm watching the flows more than the candles.
The interesting part of the current car market is how many powertrains are competing at once.
EVs, hybrids, plug-in hybrids and traditional engines are all fighting for buyers.
Consumers have more choices than ever.
Honda is moving up production plans for the next-generation CR-V Hybrid in North America to early 2027.
That says something about where automakers see demand going.
The transition to EVs probably wonโt be a straight line.
Nissan has just unveiled the new 2027 Rogue Hybrid with e-POWER in the US.
Hybrid technology clearly isnโt going away, even as EV adoption keeps growing.
The car market may end up being much more mixed than people expected.
The interesting thing about AI right now is that bigger models are no longer the whole story.
Companies are also fighting over chips, electricity, cloud capacity and data centers.
AI is turning into an infrastructure race.
AI chips are becoming just as important as AI models.
Alibabaโs latest announcement is another example of companies trying to build their own hardware instead of relying entirely on Nvidia.
The chip race is getting crowded.
Oil prices have been falling for four straight sessions.
That matters because energy prices feed directly into inflation expectations.
Sometimes one commodity tells you more about the macro picture than a hundred headlines.
Strategy added another 950 BTC last week, taking its total holdings to around 846,000 BTC.
At this point, corporate Bitcoin treasuries are becoming a market of their own.
The bigger question is how many companies follow.
The SEC proposed new exemptions for digital asset offerings, creating a "safe harbor" for token fundraising. This, combined with the White House meeting with crypto executives, signals a major shift toward a more supportive US regulatory environment.