Global TradFi & Macroeconomics

Canadian pension fund AIMCo has returned to an investment in Michael Saylor's bitcoin treasury company Strategy, according to available reports. The fund is now sitting on a $69 million unrealized gain from the position. Investment History AIMCo had previously exited its position in Strategy

According to Golden Ten, Berkshire Hathaway extended its net stock selling streak to 14 consecutive quarters in Q1 2026, with cash reserves reaching $397 billion. The company sold $24 billion in stocks while purchasing $15.9 billion, marking the largest quarterly stock sale since 2024 from its $288

According to Golden Ten, Berkshire Hathaway's cash reserves surged to a record $397 billion at the end of Q1 2026, the first quarter under new CEO Greg Abel. The company net sold $8.1 billion in equities during the period. Fixed income securities holdings reached $17.67 billion, including $3.88 bill

According to Wall Street Journal, three regional Federal Reserve presidents—Lorie Logan, Neel Kashkari, and another—opposed maintaining the phrase "next move more likely to be a rate cut" in this week's policy statement on May 2, signaling that the next rate adjustment could be either a hike or a cu

According to Reuters, seven OPEC+ member countries reached a tentative agreement on May 2 to increase their oil production quota by approximately 188,000 barrels per day effective in June, according to two sources familiar with the

According to The Block, Andreessen Horowitz submitted an 18-page comment letter to the Commodity Futures Trading Commission on Friday, supporting federal oversight of prediction markets and opposing state-level crackdowns. A16z argued that cease-and-desist letters and proposed bans by state regulato

According to Tesla's regulatory filing reported by CCTV Finance on April 30, Elon Musk's 2025 compensation package was valued at $158.36 billion, making it 2.5 million times the median pay of a typical company employee. However, Tesla disclosed that Musk received zero actual payment because the comp

Bitcoin miner Riot's shares rose 8% following an expansion of its AMD data center agreement. The expanded partnership includes improved financing terms, underscoring Riot's strategic shift from bitcoin mining toward artificial intelligence data center operations. The move signals growing confidence

CoinShares, a European crypto asset management company, recorded $165.7 million in full-year revenue for 2025 following its Nasdaq listing via a $1.2 billion merger with special purpose acquisition company Vine Hill earlier this month, according to the firm's first annual report since going public i

The United Arab Emirates formally withdrew from the Organization of the Petroleum Exporting Countries (OPEC) and the OPEC+ mechanism on May 1 (local time), according to reports. The move is viewed as a landmark event in which Middle Eastern oil-producing nations are reassessing security, market

According to Trump's statement on May 2, the U.S. has sold 100 million barrels of Venezuelan oil, which are being transported to Texas for processing. Trump announced plans to double the amount within the next month, stating the oil shipments are already underway to Texas

According to Bloomberg, Jane Street, a quantitative trading and liquidity provider, paid $9.38 billion in compensation in 2025, more than double the prior year. This translates to an average of $2.68 million per employee, nearly seven times the compensation at competitor Goldman Sachs. The firm

According to a joint poll by The Washington Post, ABC, and Ipsos released on May 1, 61% of Americans view military action against Iran as a mistake. Additionally, about 23% of U.S. respondents reported their financial situation is becoming tighter, up from 17% in February. High oil prices have

With AI chip demand continuing to drive up advanced packaging capacity constraints, Intel’s EMIB packaging technology has once again become a market focus. Tech media Wccftech cited comments by Jeff Pu, a technology research analyst at GF Securities, saying that Intel EMIB yields have reached 90%, indicating that this advanced packaging technology—seen as a key part of Intel Foundry’s transformation—has already reached maturity for further adoption in AI data center chips. (Chen Liwu becomes a god! Citrini praises Intel with “the best earnings report this year,” hoping to carry on TSMC’s momentum)

MediaTek announced on May 2 that it has hired former TSMC CoWoS driver Yu Zhenhua as a non-full-time consultant, focusing on advanced packaging technology and route planning, and stated that it is unrelated to Intel’s EMIB, while deepening cooperation with TSMC. The move is seen as strengthening its in-house packaging capabilities and bargaining power over CoWoS, in response to Google TPU v9 and data center ASIC demand. In the future, packaging capacity growth is expected to become a core focus.

On May 1, Bitcoin bounced amid optimism fueled by strong big tech earnings reports. However, short-term pressures remain in the market, with key support and resistance levels being closely watched by traders.

Canadian pension giant AIMCo has returned to investing in Strategy, Michael Saylor's bitcoin treasury company, after previously exiting the investment. The fund is now sitting on a $69 million unrealized gain from its current position. AIMCo's Strategy Position AIMCo's renewed investment in Strat

Citrini Research’s Korean analyst Jukan warns foreign investors not to easily move into KOSDAQ, citing insufficient information and research coverage, as well as the market’s tendency to see speculation driven by pre-positioned buying and pump-and-dump distribution. KOSDAQ is dominated by mid- and small-cap technology stocks with high volatility; without local research capabilities and language proficiency, foreign capital may end up becoming the bag holder for retail investors’ funds.