The post Equities: Mixed reaction to US-Iran tensions – Deutsche Bank appeared on BitcoinEthereumNews.com.
Deutsche Bank’s Jim Reid highlights that Asian equities are mostly lower as investors digest a sharp escalation in US-Iran tensions and surging Oil prices. KOSPI is down over 5% and the Nikkei and S&P/ASX 200 are weaker, while mainland Chinese indices and the Hang Seng are firmer on tech gains. S&P, Nasdaq and Stoxx futures are described as broadly flat. Tech-led divergence across Asia “Asian equity markets are largely lower this morning as investors digest a significant escalation in US-Iran tensions overnight.” “Against this backdrop, risk sentiment across Asia is weak but not as much as you may have imagined given the attacks. S&P, Nasdaq and Stoxx futures are all pretty much flat with the rest of Asia down or up depending on which side of the tech stack they sit on.” “The KOSPI losses have accelerated as I’m typing, currently down -5.57% in what seem very fast markets with the
The post Saylor: Bitcoin Needs Just 3.3% Annual Growth for Strategy to Fund STRC Dividends ‘Indefinitely’ appeared on BitcoinEthereumNews.com.
Key Takeaways Saylor says BTC gains can fund STRC dividends forever if bitcoin appreciates faster than 3.3% annually. Strategy’s BTC Breakeven ARR has climbed from about 2.05% as preferred dividend obligations near $1.5B a year. Strategy sold 3,588 BTC for $216M in early July to cover payouts, its largest sale since abandoning ‘never sell.’ Speaking His Mind, as Always Michael Saylor is once again playing professor, taking to X to air his thoughts regarding MSTR yesterday: “One of the most misunderstood MSTR metrics is BTC Breakeven ARR. If BTC appreciates faster than 3.3% over time, BTC capital gains can fund STRC dividends indefinitely.” Image source: X Critics argue the company’s growing stack of preferred stock dividends will eventually force it to liquidate its bitcoin treasury. Saylor’s counter is arithmetic, i.e. as long as bitcoin’s long
Strategy Inc. (Nasdaq: MSTR) executive chairman Michael Saylor says bitcoin only needs to appreciate faster than 3.3% a year for the company’s capital gains to fund its STRC dividends indefinitely, calling the metric behind that math one of the most misunderstood attached to the stock. Speaking His Mind, as Always Michael Saylor is once again […]
AI's delayed productivity impact could lead to market corrections, affecting crypto valuations as expectations outpace tangible benefits.
The post Deutsche Bank’s Jim Reid warns AI productivity gains are years away, and that matters for crypto appeared first on Crypto Briefing.
The post Oil: Gradual downside with security premium – OCBC appeared on BitcoinEthereumNews.com.
OCBC Bank’s Sim Moh Siong and Christopher Wong highlight that Oil and tech-led equity weakness have driven a stronger US Dollar, higher global yields and softer Gold. They expect Oil prices to decline only gradually, maintaining Brent forecasts at USD75/bbl by end-2026 and USD71/bbl by mid-2027, as a persistent security premium and US-Iran tensions keep inflation and terms-of-trade risks elevated. Brent path shaped by security risks “Oil prices and tech-led equity weakness dominated overnight trading. Higher crude prices pushed global bond yields and the USD higher, while gold retreated. Oil rallied amid renewed concerns over US-Iran tensions after Washington revoked its waiver for Iranian oil sales following attacks on three vessels in the Strait of Hormuz.” “Our view remains that the next leg lower in oil prices will be more gradual than the sharp correction seen in 2Q26. We maintain our
The post WTI flat lines above $72.00, near two-week high on US-Iran tensions appeared on BitcoinEthereumNews.com.
West Texas Intermediate (WTI) – the benchmark US Crude Oil price – struggles to capitalize on the previous day’s strong move up and enters a bullish consolidation phase near a two-week high, touched during the Asian session this Wednesday. The black liquid currently trades just above the $72.00 mark, with bulls awaiting a sustained strength beyond a technically significant 200-day Simple Moving Average (SMA) amid renewed US-Iran hostilities. In fact, the US military launched a new wave of strikes against Iran on Tuesday following reports of attacks on three oil tankers in the Strait of Hormuz, jeopardizing the already fragile ceasefire. Moreover, the Iranian Islamic Revolutionary Guards Corps (IRGC) said that it targeted 85 US military sites in Bahrain and Kuwait following the US ceasefire breach and added that it downed a US MQ9 drone in the country’s south. This raises th
The reopening of the Strait of Hormuz could stabilize global oil markets, easing supply constraints and potentially lowering oil prices.
The post NATO expects Iran to fully reopen Strait of Hormuz amid US-Iran tensions appeared first on Crypto Briefing.
The exodus of foreign capital from South Korean stocks could destabilize global semiconductor supply chains, impacting AI infrastructure projects.
The post Foreign investors pull over $100B from South Korean stocks as KOSPI nearly doubles appeared first on Crypto Briefing.
