signals
CES 2026 Nvidia Vera Rubin Architecture and AI Infrastructure CapEx Outlook Over the past 48 hours, CES 2026 coverage has highlighted Nvidia's Vera Rubin chip architecture and its implications for AI infrastructure CapEx, signaling increased institutional interest and supply chain activity in AI hardware development. The announcement of
signals
Venezuela Military Intervention and USD Weakness Amid Oil & Geopolitics Dynamics Over the past 48 hours, Venezuela's military intervention failed to boost USD strength, with the dollar maintaining a positive tone despite geopolitical escalation. This reflects ongoing structural factors influencing currency markets, including macroeconomic policy and trade regime
signals
Solana and High-Performance Blockchain Chains Signal Institutional Growth and Revenue Dominance for 2026 Over the past 48 hours, Solana has demonstrated significant institutional interest with ETF inflows reaching $476 million in Q4 2025 and a TVL of $13.8 billion despite a 33% decline, supported by its 65,000 TPS
signals
Qatar's LNG Expansion Secures Market Dominance Amid US Project Delays and Global Oversupply Risks Over the past 72 hours, Qatar has confirmed the upcoming operational date for its North Field LNG train and continued to expand its export capacity, while US projects face delays and supply risks. These
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Stablecoin Flows as Synthetic Eurodollar Signal Offshore Liquidity and Year-End Rebalancing Recent OSINT data indicates sustained offshore USDT holdings and elevated USDC velocity, reflecting ongoing demand for synthetic USD amid year-end liquidity constraints and regional FX funding needs. These flows suggest stablecoins continue to serve as proxies for Eurodollar liquidity
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GPU Price Hike Rumors and US Export Controls Impacting AI Infrastructure and Data Center Supply Chains Over the past 48 hours, rumors of 10-20% GPU price increases for 2026 have emerged amid US export control pressures on Nvidia and AMD, affecting supply chains and market sentiment. These developments relate to
signals
Global Inflation Trends and Central Bank Outlooks Driven by Russia and Asia Producer Prices Over the past 48 hours, recent inflation data from Russia, Brazil, and Asia indicate persistent inflationary pressures amid mixed monthly decelerations and annual stickiness, influencing macroeconomic outlooks and currency markets. These developments are relevant for macroeconomic
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Bitcoin and Ethereum ETF Outflows Signal Year-End De-risking and Tax-Loss Harvesting Trends Over the past 72 hours, Bitcoin and Ethereum spot ETF net outflows have persisted amid seasonal tax-loss harvesting and holiday de-risking activities, impacting liquidity and asset holdings. The data highlights continued investor repositioning in digital assets during the
signals
Nuclear Renaissance and Political Risk: UK Exploration Ban and Global Energy Market Dynamics Over the past 48 hours, UK policy shifts have signaled increased political headwinds to nuclear energy through a ban on North Sea exploration, contrasting with expanding fossil fuel projects in Qatar and Arctic LNG developments in Russia.
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Private Credit and Shadow Banking Flows in December 2025: Regulatory Focus and Deployment Trends Over the past 72 hours, OSINT indicates increased regulatory attention on private credit and shadow banking activities, with a focus on bank exposures and new funding channels in the US financial system. These developments reflect ongoing
signals
AI Infrastructure and Chip Supply Chain Dynamics Driven by Nvidia H200 and GB300 Ramp-Up Over the past 72 hours, Nvidia received US export approval for the H200 chip to China, with initial shipments scheduled for early February 2026, indicating ongoing efforts to capture the China AI and data center market
signals
ETF Flow Dynamics Reveal Sector Rotation, Commodity Surge, and Crypto Outflows in Macro Markets Over the past 72 hours, macro asset allocation shifts include record U.S. ETF assets, commodity inflows driven by precious metals, and notable outflows from crypto ETFs, reflecting evolving investor risk sentiment and sector preferences. Key
