Bitcoin long-term holders are selling, and some analysts read it as a rally signal
The main theme this evening is caution mixed with selective optimism. Long-term Bitcoin holders have been selling, and some analysts read that distribution as a possible rally signal, based on historical patterns. At the same time, a large US pension fund is openly weighing the risks of artificial intelligence against soaring tech valuations.
02Neutral
CalPERS weighs AI’s risks, to markets and to humanity, as tech valuations soar
CalPERS debated those risks after a researcher at Anthropic resigned. The fund cut its stake in the Magnificent Seven by twenty-six percent and trimmed its Nvidia holding by nearly forty percent. The discussion covered risks not only to markets but to humanity, a sign that major institutions are rethinking their tech exposure.
03Neutral
HSBC profits surge 32%, sparking fresh calls for bank taxes in the budget – business live
In banking, HSBC reported a thirty-two percent jump in profits, which renewed calls for bank taxes in the budget. Its shares fell six percent this morning after a revenue miss. The lender also announced a share buyback of up to one billion dollars. UK shop price inflation was described as the highest since 2024.
04Neutral
France consumer confidence plunges to lowest since 2013 as fiscal worries deepen
French household confidence fell sharply in October. The reading came in at eighty, against expectations of eighty-five, and the prior figure was revised down to eighty-five. That is the lowest level since 2013, as fiscal worries and concerns about the country weigh on households.
05Neutral
Budget measures to include fuel duty freeze and food tariff cuts
On the budget front, reports indicate the measures will include another freeze on fuel duty and cuts to food tariffs. In currencies, the Euro extended its losses against the Canadian Dollar for a sixth straight day, trading around one point five six five zero. The Canadian Dollar edged lower against a firmer US Dollar, with bullish oil limiting its losses ahead of central bank meetings.
MOST MENTIONED
Markets in the news
How many stories mention each market, and how many read bullish or bearish.
Bitcoin long-term holders are selling, and some analysts read it as a rally signal
Bitcoin long-term holders are selling, and some analysts read it as a rally signal. Long-term Bitcoin holders selling could signal a potential rally, reflecting historical patterns where distribution precedes price surges.
CalPERS weighs AI’s risks, to markets and to humanity, as tech valuations soar
CalPERS debated AI's risks after an Anthropic researcher quit, cutting its Magnificent Seven stake 26% and trimming Nvidia by nearly 40%.
NeutralThe Guardian
HSBC profits surge 32%, sparking fresh calls for bank taxes in the budget – business live
Rolling coverage of the latest economic and financial news. UK shop price inflation ‘highest since 2024’ as retailers struggle to limit price rises. The 6% drop in HSBC’s share price this morning has made rather a dent…
NeutralinvestingLive (ForexLive)
France consumer confidence plunges to lowest since 2013 as fiscal worries deepen
France October consumer confidence 80 vs 85 expected. Prior 86; revised to 85. That's a major blow. French household confidence falls to its lowest since 2013 in October as fiscal worries and concerns over the country's…
NeutralThe Guardian
Four takeaways from Anthropic’s potentially record-breaking stock market filing
The AI company’s first public financial disclosures reveal explosive growth, huge costs and risks ranging from cyber-attacks to the limits of safeguards. Anthropic has filed to go public on the US stock market…
Macro & Markets: 10 selected of 39
NeutralBBC News
Budget measures to include fuel duty freeze and food tariff cuts
Budget measures to include fuel duty freeze and food tariff cuts. The BBC understands the government will also freeze fuel duty again in the Budget.
NeutralFXStreet
Euro struggles against Canadian Dollar despite lower oil prices
EUR/CAD extends its losses for the sixth successive day, trading around 1.5650 during European hours on Tuesday. The currency cross depreciates as the Euro (EUR) faces challenges ahead of the looming European Central…
NeutralFXStreet
Canadian Dollar edges lower vs firmer USD as bullish oil limits losses ahead of BoC, Fed
The USD/CAD pair attracts some dip-buyers near the 1.4000 psychological mark on Tuesday, reversing a part of the previous day's modest losses amid a broadly firmer US Dollar (USD).
NeutralOilPrice.com
IEA Warns of Dangerous Concentration in Global Clean Energy Supply Chains
The global energy transition depends on highly concentrated supply chains, the head of the International Energy Agency, Fatih Birol, has warned, declining to name any of the countries involved in these chains. China is…
NeutralFXStreet
Dow Jones Futures gain after Wall Street opens week with gains
Dow Jones futures gain by 0.05% to trade near 52,580 during European hours on Tuesday. S&P 500 futures decline 0.11% to trade around 7,710, while Nasdaq 100 futures lose 0.30% to trade near 29,350.
NeutralFXStreet
WTI Oil picks up above $101.00 as tensions in the Middle East remain high
Oil is regaining some of the ground lost in previous days on Tuesday as hopes of a peace deal in the Middle East fade, while attacks on vessels attempting to cross the Strait of Hormuz continue.
NeutralFXStreet
New Zealand Dollar rises on RBNZ rate hike expectations
NZD/USD gains ground after posting modest losses the previous day, trading around 0.5690 during European hours on Tuesday.
NeutralCrypto Briefing
Canton Network targets European and Asian government bonds after US Treasuries
Canton Network's expansion into European and Asian bonds could revolutionize global bond markets by enhancing liquidity and settlement efficiency.
Silver (XAG/USD) comes under some renewed selling pressure following the previous day's nearly flat close and declines to a fresh low since November 2025 on Tuesday.
India’s Oil Buyers Squeezed by $123 Crude and Weak Rupee
The Indian crude basket hit $123.29 per barrel last week, approaching levels recorded in March 2012, and adding 86% to the price Indian oil marketing companies pay, local media have reported, also noting the effect of a…
Stocks & Earnings: 10 selected of 20
NeutralCNBC
HSBC shares slump on revenue miss, lender announces share buyback of up to $1 billion
HSBC shares slump on revenue miss, lender announces share buyback of up to $1 billion. HSBC announced its third-quarter earnings on Tuesday.
NeutralThe Guardian
Super-rich get ‘double dividend’ from causes and costs of climate crisis, report finds
Oxfam says investing by rich in disaster recovery widens inequality and gives incentive to delay climate action. The world’s wealthiest people are not just profiting from the polluting causes of climate breakdown, they…
NeutralCointelegraph
RedotPay weighs confidential US IPO filing by year-end: Bloomberg
The stablecoin payments company previously disputed reports that its US listing had been delayed.
NeutralBBC News
Apple says it will replace iPhone Duo handsets with screen problems
Photos shared online showed faults appearing on the screens of Apple's first foldable device.
NeutralCNBC
Microsoft offers voluntary buyouts to 60,000 employees as AI leads to efficiency push
Microsoft is trying to balance a rapid AI infrastructure build-out with capital efficiency.
bitcoin++ is planning its first cold-storage edition on a 13-day expedition to the Antarctic Peninsula. This post Cold Storage Goes South: bitcoin++ Announces Antarctica Edition first appeared on Bitcoin Magazine and is…
BlackBerry reinvented: CEO sees big opportunities AI-powered robots
BlackBerry CEO John Giamatteo sees AI-powered robots as a major growth opportunity.
NeutralOilPrice.com
Alleged Russian Funding Prompts Executive Exodus at U.S. LNG Firm
The top executives of U.S. energy startup Polar LNG have all resigned in recent weeks, just six months after the company was launched, amid a controversy over alleged funding and control of the venture’s strategy by…
NeutralDecrypt
OpenAI Launches GPT-6.1 Terra, Its Half-Good AI Model at Half the Price
OpenAI's mid-tier model now operates apps and screens more like a person would, with API prices 50% below GPT-5.6 Terra and an error rate that OpenAI says fell sharply.
The new index tracks rental prices for five Nvidia GPUs, offering leveraged trading and potential hedging against fluctuations in AI computing costs.
NeutralCNBC
Nvidia to invest $3 billion in Meta as tech giants deepen AI partnership
Nvidia to invest $3 billion in Meta as tech giants deepen AI partnership. Meta on Monday announced plans to raise a total of $95 billion to support its investments in artificial intelligence infrastructure.
NeutralCointelegraph
Bitcoin ETFs claw back $110M after $774M exit
US spot Bitcoin ETFs remained in the red for October, with about $202 million in net outflows for the month despite Monday’s rebound.
The 'stablecoin sandwich': Why speeding up payments isn't so simple, according to Mastercard
Stablecoins could enable faster payments, but slow conversions in supporting infrastructure could limit benefits, according to Mastercard executive.
NeutralThe Guardian
UK government met 137 businesses over AI datacentres – but no environmental groups
Investigation finds dozens of ministers and civil servants moved into AI roles as government developed datacentre expansion plans. The UK’s policy on datacentres and AI was developed without any meetings with…
NeutralBBC News
Rise in sales of radios and tinned foods, say retailers, after call to stock up
Figures obtained by BBC Newsnight show large spikes in sales of torches, radios and power banks.
NeutralThe Block
BlackRock joins SBI and Startale to link tokenized MMFs with Japanese yen stablecoins
BlackRock, SBI Holdings, and Startale will explore connecting tokenized money market funds with SBI's Japanese yen-pegged stablecoin JPYSC.
UK shop price inflation ‘highest since 2024’ as retailers struggle to limit price rises
British Retail Consortium says ‘dam is starting to break on the huge wave of costs’ being kept from consumers. Shop price inflation has risen to the highest level in two and a half years, according to the British Retail…
NeutralDecrypt
Canada’s Draft Stablecoin Rules Cap Redemption Fees at 1% and Ban Yield
Ottawa opened a 60-day consultation on draft rules requiring one-to-one reserves and fast redemption from stablecoin issuers, while keeping the ban on paying holders interest.
NeutralCointelegraph
US OCC calls on community banks to become payment stablecoin issuers
The announcement followed the banking regulator finalizing its rules for the GENIUS Act, a stablecoin law to be implemented in January
NeutralDecrypt
SpaceX Locks Up $40 Billion for AI Chips as Musk Warns Most Neoclouds Will Die
Elon Musk says SpaceX closed a $40 billion chip deal with Apollo while lenders shut the door on smaller AI cloud firms, a split that could decide who controls computing.
Analysts & Research: 10 selected of 26
NeutralFXEmpire
Platinum Price Forecast: Oil Above $110 Raises the Risk of a Drop to $1,350
Platinum Price Forecast: Oil Above $110 Raises the Risk of a Drop to $1,350. Platinum remains under pressure from high oil prices and Fed rate hike risks, while the break below $1,530 opens the way towards $1,350.
NeutralING THINK
Geopolitical turbulence complicates airlines’ flight paths for 2027
Global air travel growth is set to rebound to 5% in 2027, but airlines face tougher conditions. Demand remains resilient, but the fuel price shock will spill over into 2027, while new aircraft supply remains…
NeutralFXEmpire
Oil News: Crude Oil Futures Hold Firm as Iran Talks Fail to Ease Supply Risk
Crude oil futures recover as Iran talks fail to ease supply fears, while restricted Hormuz flows and low distillate inventories support prices.
NeutralFXStreet
Brazilian Real: Volatility around 5.60 against US Dollar – TD Securities
TD Securities strategists see USD/BRL driven by Brazilian politics and fiscal concerns after Lula’s surprise election win.
NeutralFXStreet
Polish Zloty: Political uncertainty weighs on PLN against Euro – Commerzbank
Commerzbank’s Tatha Ghose notes that institutional tensions around Poland’s National Bank are escalating, with board composition and legal questions creating a grey zone just as inflation risks rise.
Japanese Yen: Fading momentum clouds gains against US Dollar - UOB
United Overseas Bank’s (UOB) Quek Ser Leang and Lee Sue Ann report that USD/JPY rebounded sharply to 157.64 instead of consolidating, with the move seen as overdone and likely to lead to intraday range-trading between…
ING strategist Frantisek Taborsky notes Central and Eastern European (CEE) rates are reconnecting with higher energy prices after a period of weaker correlation. Despite stronger regional Gross Domestic Product (GDP)…
NeutralING THINK
FX Daily: Dollar buying returns ahead of FOMC
The greenback has had a good start to the week – in our view, thanks to AI-sentiment stabilisation and some positioning ahead of tomorrow’s FOMC announcement. Today, the focus will be on US consumer confidence, as well…
NeutralFXEmpire
First Light News: AI Trade Boosted on Anthropic IPO Filing as Brazil Slumps
Anthropic’s IPO filing lifts AI stocks, Brazil sells off, and a heavy week of earnings and central bank decisions looms.
NeutralFXEmpire
US Dollar Price Forecast: Five Central Banks Loom, DXY Eyes 102.43 as EUR/USD Breaks Lower
US dollar price forecast: DXY eyes 102.43 before Warsh’s Fed decision as EUR/USD breaks below its triangle and GBP/USD slips under 1.3356 into the Budget.
Compiled by the Borearis Research Team from public news and market quotes, with AI-assisted summaries. For information only, not investment advice. Trading involves risk.
