Global TradFi & Macroeconomics

Canadian pension fund AIMCo has returned to investing in Strategy, Michael Saylor's bitcoin treasury company, after previously exiting the position. The fund is now sitting on a $69 million unrealized gain from the renewed investment. AIMCo's decision to re-enter the Strategy investment marks a rev

Brazil's central bank has banned stablecoins and cryptocurrency settlement in cross-border payments, according to the announcement. The ban applies to fintechs and payment firms, effectively closing the back-end payment rail for cross-border crypto flows. However, individual crypto investors

According to Iraq's border port authority, 70 tanker trucks carrying crude oil entered Syria via the Rabia border crossing on May 2, marking the country's first use of this land route in 13 years. The crossing, located in northwestern Nineveh Province near Iraq's Mosul and Kirkuk oil fields,

According to Iran's parliamentary Civil Commission chairman, all traffic through the Hormuz Strait must obtain Iranian permission under parliament's management plan announced on May 3. Israeli-flagged vessels are prohibited from passage under any circumstances, and nations at war with Iran cannot tr

Bitcoin reclaimed the $79,000 level on May 3 as traders balanced improving crypto market structure against elevated Brent crude prices and geopolitical uncertainty. BTC pushed above $79,000 but faced rejection near the $80,000 resistance zone. Brent crude held around $108.17 per barrel after a volat

At the Berkshire Hathaway annual meeting, Buffett said market gambling sentiment is at an all-time high, distinguishing value investing from short-term speculation by the metaphor “a church connected to a casino.” He called out tools such as same-day expiring options and prediction markets. He said having plenty of capital doesn’t necessarily mean things are bad, but that several valuations have become quite absurd. After Abel took over, the market is watching whether Berkshire Hathaway’s capital allocation still maintains a high cash level or has begun buying.

Chicago Fed President Goolsbee said that last week’s inflation data is bad news for the Fed, and that it must remain cautious about cutting rates until inflation clearly cools. Core PCE rose 3.5% year over year in March, far above the 2% target, and inflation dynamics are not only being driven by oil prices—services are also lifting the numbers, making the pressure more widespread. The end-of-May and June meetings will influence the timing and the dot plot for rate cuts.

According to sources, OPEC+ agreed in principle on May 2 to increase June crude oil production by 188,000 barrels per day, with the formal decision expected to be announced on May 3 following an OPEC+ member state meeting. This marks the first policy decision since the United Arab Emirates

According to Bloomberg, AI chip manufacturer Cerebras Systems is seeking to raise up to $4 billion in its initial public offering with a target valuation of approximately $40 billion. The California-based company plans to launch its IPO roadshow as early as Monday (May 5). Underwriters have

According to Tanker Trackers, on May 3, an Iranian supertanker operated by National Iranian Oil Company carrying over 1.9 million barrels of crude oil valued at approximately $220 million successfully evaded U.S. Navy tracking. The vessel is currently transiting the Lombok Strait and heading

According to The Block, BlackRock submitted a 17-page comment letter to the Office of the Comptroller of the Currency on Friday (May 2), urging the agency to reject a proposed 20% quantitative cap on tokenized reserve assets in the GENIUS Act implementation rules. BlackRock argued that such limits a

According to SoSoValue data cited by ChainCatcher, Ethereum spot ETFs saw net inflows of $101 million yesterday (May 1). Fidelity's FETH led with $49.39 million in single-day net inflows, followed by BlackRock's ETHA with $43.16 million. The total net asset value of Ethereum spot ETFs

According to ChainCatcher citing SoSoValue data, Bitcoin spot ETFs recorded net inflows of $630 million yesterday (May 1, Eastern Time). BlackRock's IBIT led with $284 million in daily net inflows, while Fidelity's FBTC followed with $213 million.

According to Bloomberg, shares of Asian tech firms including LG Electronics and Nanya Technology rose after announcements linked them to Nvidia partnerships in robotics, chips, and intelligent driving. LG climbed as much as 15% and Nanya gained about 10%, while other suppliers also advanced

Riot Platforms' shares rose 8% today following the expansion of its data center partnership with AMD and improved financing terms. The deal strengthens the bitcoin miner's pivot toward artificial intelligence

According to CEO Greg Abel at Berkshire Hathaway's annual shareholder meeting on May 3, large-scale data center construction and resulting electricity demand are creating significant growth opportunities for utility companies. Abel stated the company maintains a cautious approach to AI deployment, u

Berkshire Hathaway released its first earnings report under new CEO Greg Abel on May 2, 2026 (Beijing time), marking the company's financial performance in the post-Warren Buffett era. Abel assumed the CEO position on January 1, 2026. The company reported first-quarter net profit of $10.11

According to a Reuters investigation published Friday, Nobitex, Iran's dominant crypto exchange, was founded by brothers Ali and Mohammad Kharrazi from an elite political family connected by marriage to all three supreme leaders of the Islamic Republic. The exchange claims roughly 11 million users a