... liquidity in markets and a rise in stablecoin issuance for new investments in crypto assets. Conversely, tightening policies potentially reduce the growth of the stablecoin supply, although the baseline USDC rate will still remain pegged to the dollar. 3. Geopolitics, Inflation, and Demand for Digital Dollars. In developing economies with unstable national currencies, dollar-denominated stablecoins become a popular means of saving and hedging against inflation and devaluation. For instance, residents of ...

... However, such rapid growth occurred over a short period, and investors have begun to fear overheating. The stock's valuation reached extremely high levels (P/E >> 50), making the shares vulnerable to even the slightest disappointment. Additionally, geopolitical risks (chip export restrictions to China) and limited production capacity add uncertainty. Hedge funds likely locked in profits after the grand rally of 2023, resulting in record low net longs on NVDA. Nevertheless, Nvidia remains fundamentally ...

... three-month low, reflecting a healthy labor market. Investors are positively assessing progress in external trade and easing inflationary pressures. The conclusion of a trade deal with Japan and the anticipated US–EU agreement on tariffs alleviate some geopolitical uncertainty, supporting the markets. At the same time, the rate of price growth in the US has slowed, with the Fed sending “dovish” signals. At the upcoming meeting (July 29–30), the Federal Reserve is likely to keep the key rate at ...

... were characterized by a relatively mild winter and high storage inventories, which kept export prices at moderate levels. However, Gazprom's direct exposure to the European spot market diminished due to the decline in physical export volumes to Europe. Geopolitical factors and gas exports also set the tone for operational results. Sanctions and the political environment after 2022 led to conventional sales markets (Europe) being effectively closed: gas exports to the EU via pipelines fell to historical ...

... favorable conditions, Bitcoin may reach new heights by the year's end — optimistic scenarios place targets in the $150,000–180,000 range (with the boldest estimates reaching $200,000). Of course, volatility remains high, and any significant economic or geopolitical upheavals could trigger price corrections. However, overall, the fundamental backdrop is positive: institutional investors view BTC as the digital equivalent of gold, and many retail traders continue to adhere to the "buy the dip" ...