The Nomadic Goat

💲 Economy, Markets, Business, Investments & Financial Education.

on #Bitcoin

Nostr: [email protected]

[The Nomadic Goat @thenomadicgoat]

"Aut inveniam viam aut faciam", Hannibal.

"I shall either find a way or make one"

[The Nomadic Goat @thenomadicgoat]

The UK's 30 year gilt yield hit 6.029 percent on October 1, highest since 1998.

Gas is up 78 percent and crude 36 percent since July. The BoE sees rates near 4.9 percent by 2027. London still has 252 billion pounds of debt to sell this year.

The bond market already voted on the October 28 budget.

https://t.co/L80nJTGwwO

[The Nomadic Goat @thenomadicgoat]

Tokyo's Nikkei 225 jumped 2.4 percent Monday to 69,946, its highest close since July.

Tokyo Electron rose 5.5 percent, Advantest gained 4.3 percent, on a weak US jobs report, just 29,000 payrolls against 90,000 expected.

American weakness is Japanese chip fuel.

[The Nomadic Goat @thenomadicgoat]

AMD is paying 8.2 billion dollars in stock for Fei Fei Li's World Labs, which builds AI models simulating 3D environments for robots.

AMD stock is up 35 percent since late August. The deal dilutes shareholders by under 1 percent.

A trillion dollar company bought into robotics for a rounding error.

[The Nomadic Goat @thenomadicgoat]

Paramount Skydance's 110 billion dollar takeover of Warner Bros Discovery closes Tuesday after a federal judge cleared the settlement.

The new co CEO starts today. The deal requires 30 films a year in theaters, each held back from streaming for 90 days.

Hollywood got a binding release calendar.

[The Nomadic Goat @thenomadicgoat]

Bitcoin's 50, 100 and 200 day moving averages are lining up bullish for the first time since 2025, near 86,000 dollars.

The last three times this formed, in 2020, 2023 and 2025, gains followed within a year, from modest to a double.

A chart pattern is not a promise.

https://t.co/0mUt3ZfIMn

[The Nomadic Goat @thenomadicgoat]

Community banks sued the Comptroller of the Currency Friday over its rule letting crypto and fintech firms hold national trust charters.

They want the framework thrown out, arguing it hands federal legitimacy without real bank oversight.

The line between a bank and a wallet is now a lawsuit.

[The Nomadic Goat @thenomadicgoat]

The G7 will release 100 million barrels of oil and diesel from strategic stocks. Why it only delays the oil price shock, how it works like a price control, and what it means for inflation, the Fed and hard assets. https://t.co/xoikELnD1U

[The Nomadic Goat @thenomadicgoat]

OPEC+ held November output flat at 31.01 million barrels a day, a second straight pause after four months of increases.

Brent still climbed past 102 dollars Monday. Murban hit 110. The spread between them blew past 11 dollars on Hormuz shipping risk.

Supply policy and price disagree.

[The Nomadic Goat @thenomadicgoat]

India's Sensex jumped 453 points and the Nifty crossed 22,500 Monday, snapping an eight day losing streak.

Nifty's forward P/E has compressed to 16.9, down from a 22.9 peak. Forty two of fifty constituents sit below their 200 day average.

A technical bounce, not a trend reversal.

[The Nomadic Goat @thenomadicgoat]

We mapped it in the free TNG-IC exercise guide on the psychology of decision-making: https://t.co/ZAarDrwUC0

[The Nomadic Goat @thenomadicgoat]

Persuasion isn't a personality trait. It's a mechanism, and mechanisms can be studied.

[The Nomadic Goat @thenomadicgoat]

Argentina's country risk hit 655 basis points intraday Friday, the highest of 2026, before easing to close at 646.

The Merval still gained 0.32 percent to 2,767,663 points. The peso held flat near 1,524 per dollar.

A rising stock market and a screaming risk gauge. Both can be true.

[The Nomadic Goat @thenomadicgoat]

Instinct, a startup building AI assistants for everyday tasks, raised 1 billion dollars this week at a 10 billion dollar valuation, backed by Sequoia, Benchmark and Coatue.

The week's largest raise. AI deals took nine of the ten biggest rounds.

Capital isn't spreading bets. It's concentrating them.

https://t.co/oBIEBPqfc0

[The Nomadic Goat @thenomadicgoat]

Amazon is in talks to move 8 billion dollars of Nvidia chips, already running in data centers across five states, into a vehicle that leases them back to Amazon.

Investors could get up to a 10 percent stake. Amazon keeps none.

The chips stay on its servers. The bill moves off its balance sheet.

[The Nomadic Goat @thenomadicgoat]

Bitcoin sits near 84,860 dollars, flat in 24 hours, after briefly clearing 87,000 earlier this week.

The SEC approved six 3x leveraged ETPs this week, tracking bitcoin, ether, gold, silver, oil and gas through futures.

Leverage on leverage. Sovereignty wasn't supposed to need a prospectus.

[The Nomadic Goat @thenomadicgoat]

The G7 agreed Friday to release up to 100 million barrels of diesel and crude over four months through the IEA, most of it within 20 days.

The clearest sign yet the diesel squeeze behind this year's energy inflation can't be ignored.

Seven governments just became oil traders.

https://t.co/EzPCAKuUM6

[The Nomadic Goat @thenomadicgoat]

Japan's Nikkei slipped 0.94 percent Friday to 68,309, pulling back from this week's record high.
It still closed the week up 2.9 percent.

Hong Kong's Hang Seng fell harder, down 2.6 percent to 23,972.

Same week, same region, opposite endings.

[The Nomadic Goat @thenomadicgoat]

How Brazil’s 13.75% Selic rate, rising debt costs, new US tariffs and a stablecoin boom shape the 2026 election for markets, Latin America and global trade. https://t.co/XIvoiyBdyA

[The Nomadic Goat @thenomadicgoat]

Vietnam's economy grew 9.95 percent year over year in Q3, its fastest pace since 2022.

Exports hit 434.3 billion dollars over nine months, up 24.5 percent. Industrial production rose 14.8 percent.

A 19.4 billion dollar trade deficit came with it. Growth this fast is rarely free.

[The Nomadic Goat @thenomadicgoat]

Brazil's Ibovespa rose 0.46 percent Friday, a third straight gain, led by Petrobras and Vale, while the real weakened 0.84 percent.

Mexico's IPC fell 0.60 percent the same day as the peso dropped 1.26 percent against the dollar.

A commodity rally and a falling currency, same market, same day.