BBX

2.1K posts

BBX

@bbx_official

🧠 BBX | Crypto × RWA Orderbook DEX for tokenized stocks, ETFs & more 🌎 Global Stocks, No Broker 🔗 https://t.co/F3gJSATSq0

Web3 & Wall Street 2.0 Katılım Mayıs 2024

109 Takip Edilen32.8K Takipçiler

BBX@bbx_official·2h

This is not necessarily manipulation. It is different market structure. Equities are trading AI, earnings, passive flows, and mega-cap leadership. Bitcoin is trading ETF flows, Coinbase premium, macro liquidity, and U.S. spot demand. Same global liquidity cycle. Different positioning, different flows, different reaction.

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Ash Crypto@AshCrypto·4h

What the fuck is this scam? Stocks are hitting new highs, and Bitcoin can barely hold $73K. This is 100% manipulation.

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BBX@bbx_official·2h

This is the hidden cost behind “resilient consumption.” US consumers are still spending, but the savings buffer is getting thinner. When the saving rate falls while inflation stays hot, the market has to ask: how long can consumption support earnings? That matters for retail, credit, Fed policy, equities, crypto, and RWAs.

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unusual_whales@unusual_whales·4h

"The US saving rate hit an almost four-year low in April. Households can't go on like this forever," per Bloomberg

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BBX@bbx_official·2h

SpaceX headlines are becoming a market of their own. Valuation rumors, IPO timing, float structure, lock-ups, and secondary-market access can all move sentiment before the company even trades publicly. That is the bigger shift: private markets are no longer private narratives. They are becoming global, real-time market events.

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Watcher.Guru@WatcherGuru·4h

JUST IN: Elon Musk says reports that SpaceX lowered its IPO valuation target are "false."

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BBX@bbx_official·2h

Canada entering a technical recession is another reminder that global growth is becoming more uneven. This is not just a local GDP story. It affects: Bank of Canada expectations CAD bond yields energy exposure cross-border trade global risk appetite The market is now trading a split world: AI-led equity strength in the U.S. slowing growth in parts of the G7 and central banks still constrained by inflation.

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Watcher.Guru@WatcherGuru·3h

JUST IN: 🇨🇦 Canada officially enters a technical recession.

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BBX@bbx_official·2h

SpaceX is not just an IPO story. It is a market-structure event. A listing of this size can reshape: public float index demand insider liquidity passive fund flows sector rotation retail access The key question is not only valuation. It is how supply, lock-ups, index inclusion, and secondary-market demand interact after the first trade.

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Crypto Rover@cryptorover·2h

🚨 SPACEX MAY BE THE BIGGEST INSIDER CASHOUT IN MARKET HISTORY!!! SpaceX is expected to go public on June 12 at a valuation of $1.75-$2 TRILLION. That would instantly make it larger than Microsoft and second only to Apple and Nvidia in the US market. Yet the company lost $4.28 BILLION in Q1 2026 alone and has accumulated deficits of $41.3 BILLION since founding. The real story is what happens after the IPO. Insiders currently own 95% of all shares. The public float is only 5%. And insiders are sitting on $1.66 TRILLION of paper wealth that cannot currently be sold. Most IPOs lock insiders up for 180 days. SpaceX isn't doing that. Just 60 days after listing, 20% of eligible insider shares can unlock. If the stock rises 30% above the IPO price, another 10% unlocks. Then five separate 7% unlocks hit between days 70 and 135. By November 2026, 93% of early-release insider shares could already be free to sell. This isn't just an IPO. It's one of the biggest liquidity grab events Wall Street has ever seen.

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BBX@bbx_official·2h

Important correction: KOSPI is South Korea, not Japan. But the signal is still clear: Asian equity markets are being repriced aggressively as AI, semiconductors, memory, and global supply chains become macro trades. This is no longer only a U.S. tech story. AI market leadership is going global.

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BBX@bbx_official·2h

This is less about one company and more about market regime. The S&P 500 is being pulled higher by AI, mega-cap tech, software, semiconductors, and high-growth narratives. Berkshire represents a different style: value cash flow insurance industrial exposure capital discipline When the market rewards duration, AI, and growth, traditional compounders can lag. Style rotation is now one of the most important stories in global equities.

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Barchart@Barchart·3h

BREAKING 🚨: Berkshire Hathaway $BRK.A is now underperforming the S&P 500 by more than 47 percentage points since Warren Buffett announced his retirement in May 2025 📉🤯👀

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BBX@bbx_official·2h

This is why the market is trading headline-by-headline. The key issue is no longer just whether there is a deal. It is what the deal actually contains: Hormuz reopening mine removal nuclear restrictions shipping access sanctions / payment terms A 0.3% move in equities can happen fast when investors are repricing geopolitical risk in real time. Oil, yields, equities, crypto, and RWAs are all tied into the same macro loop now.

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Ted@TedPillows·2h

Stocks went down 0.3% and Trump posted this.

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BBX@bbx_official·5h

3/3 🧵 The bigger takeaway: AI is no longer just GPUs. It is becoming a full-stack market theme: - chips - memory - data centers - cloud infrastructure - data platforms - AI agents - enterprise workflows $SNOW shows the next phase of the AI trade: - from hardware momentum - to data infrastructure - to agent-driven software. Global equities are becoming real-time AI infrastructure trades. Trade $SNOW and more global stocks with stablecoins on BBX: bbx.com/stable-stocks

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BBX@bbx_official·5h

2/3 🧵Why did $SNOW reprice so hard? Because investors saw three signals: 🔹AI is driving more usage, not less. 🔹Snowflake is becoming a core data infrastructure layer for enterprise AI. 🔹The $6B AWS commitment reinforces the scale of future AI and data workloads. Before AI agents can act, companies need clean, governed, connected data. That is where Snowflake sits.

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BBX@bbx_official·5h

1/3 🧵$SNOW just forced the market to rethink the AI software trade. Snowflake reported Q1 FY2027 results after the close on May 27, then surged about 36.5% on May 28. The key numbers: - Revenue: $1.39B, +33% YoY - Net revenue retention: 126% - RPO: $9.21B, +38% YoY Product revenue guidance raised The message from the market was clear: - AI is not only disrupting software. - For the right platforms, AI is accelerating demand. #AI #Snowflake

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BBX@bbx_official·16h

Inflation is the key constraint behind this rally. US equities are pushing to new highs, but CPI and PCE are both back at 3.8% YoY. That makes the Fed’s job harder: - rate cuts become harder to justify, - long-end yields stay important, - and risk assets need stronger narratives to keep climbing. Right now, the market is leaning on AI, earnings, and geopolitical relief. But if inflation stays hot, the liquidity backdrop can tighten fast.

The Kobeissi Letter@KobeissiLetter

US inflation is red hot. 1. CPI Inflation: 3.8%, highest since May 2023 2. PCE Inflation: 3.8%, highest since May 2023 3. PPI Inflation: 6.0%, highest since March 2023 4. Services Inflation: 3.4%, highest since Sept 2025 5. Shelter Inflation: 3.3%, highest since Sept 2025 6. Energy Inflation: 17.9%, highest since Sept 2022 7. Gasoline Inflation: 28.4%, highest since June 2022 Inflation is reaccelerating across nearly every major category of the US economy. Are you positioned accordingly?

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BBX@bbx_official·17h

3/3 🧵The key risk: This balance is fragile. If oil rises again, inflation pressure returns. If inflation stays hot, the Fed stays tighter for longer. If yields push higher, high-duration assets can reprice fast. The real-time macro loop remains: geopolitics → oil → inflation → rates → liquidity → equities, crypto, and RWAs. Global assets are connected. That is why 24/7 market access matters.

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BBX@bbx_official·17h

2/3 🧵The tape was stronger than the macro. US equities finished higher: - Dow: 50,668.97, +0.05% - S&P 500: 7,563.63, +0.58% - Nasdaq: 26,917.47, +0.91% - S&P 500 and Nasdaq closed at record highs. The leadership of May 28 was clear: - AI - software - healthcare - strong single-name earnings $MSFT gained on AI model headlines. $SNOW surged after stronger guidance and a $6B AWS infrastructure commitment. Healthcare also found support as major drug and obesity-treatment narratives regained momentum. The market is not buying everything. It is buying the parts of the market that can still show growth, pricing power, and AI-linked demand. That is selective risk-on.

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BBX@bbx_official·17h

1/3 🧵BBX Market Watch — May 28 US equities pushed to new highs, even as the macro data stayed uncomfortable. - Dow: 50,668.97, +0.05% - S&P 500: 7,563.63, +0.58%, new ATH - Nasdaq: 26,917.47, +0.91%, new ATH April PCE inflation came in hot: - Headline PCE: +3.8% YoY - Core PCE: +3.3% YoY That keeps pressure on the Fed and makes rate cuts harder to justify. At the same time, growth was revised lower: - Q1 GDP: revised down to 1.6% - Consumer spending: revised down to 1.4% So the market is dealing with a difficult mix: - inflation still too high, - growth losing momentum, - and the Fed still constrained. This was not a “perfect macro” rally. It was a market choosing to look through weak data because other narratives are still strong. #PCE #GDP #SPY #QQQ

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BBX@bbx_official·1d

Index providers are adapting to the mega-IPO era. FTSE Russell now allows large newly listed companies to enter Russell U.S. indexes after just 5 days of public trading if they meet the required thresholds. Nasdaq-100 has also introduced a fast-entry path for eligible top-40 candidates after 15 trading days. S&P Dow Jones is reviewing similar changes. This matters because index inclusion is not just a label. It can trigger passive demand from ETFs and index funds, reshape benchmark weights, and force capital to move before a new stock has fully settled into public market price discovery. #QQQ #ETF #index

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BBX@bbx_official·1d

3/3 🧵Key names to watch: $TSLA / #SpaceX: The market is increasingly trading the private-market and space infrastructure narrative, not just EV fundamentals. $SNOW: Shares jumped sharply after hours after strong results, a higher revenue outlook, and a $6B five-year AWS infrastructure commitment tied to AI workloads. The bigger signal: AI is no longer one trade. It is hardware, memory, cloud infrastructure, data platforms, space connectivity, and capital rotation. Macro helps. Positioning decides. Headlines move everything in real time.

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BBX@bbx_official·1d

2/3 🧵 This is a market of rotation, not broad participation. Capital remains concentrated in AI hardware, memory, data centers, and space-related narratives. At the same time, defensive sectors such as healthcare and utilities are becoming more interesting from a positioning perspective, as crowded shorts can create sharp reversals. The key point: AI is still absorbing liquidity. For crypto to recover meaningfully, the market may need either: profit-taking from crowded AI trades, or a renewed rotation into under-owned risk assets.

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BBX@bbx_official·1d

1/3 🧵 BBX Market Watch — May 27 The tape is not showing a clean risk-on market. Oil has sold off sharply on US-Iran / Hormuz headlines, easing part of the inflation pressure. But equities are not rallying across the board. Instead, the market is becoming more selective: mega-cap tech is cooling, AI winners are still attracting capital, and liquidity is rotating rather than expanding. Crypto is also under pressure, with liquidations rising as volatility returns. #AI #oil

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BBX@bbx_official·2d

If confirmed, this is a major macro headline. A Hormuz framework would not just affect oil. It would flow through the entire market chain: - oil risk premium ↓ - inflation pressure ↓ - Treasury yields ↓ - risk assets breathe But this is still a draft framework, not a final peace deal. Geopolitics remains a real-time market variable.

The Kobeissi Letter@KobeissiLetter

BREAKING: Iranian state media announces initial details of the "Memorandum of Understanding" for the US-Iran peace deal. INITIAL DETAILS OF THE DEAL, PER IRAN: 1. US Military forces will withdraw from the vicinity of Iran 2. The US Navy will lift its blockade of the Strait of Hormuz 3. Iran has committed to restoring the number of commercial transit ships through the Strait of Hormuz to pre-war levels within 1 month 4. Iranian state media says military vessels are not included in this draft agreement 5. The management and routing of ship traffic through the Strait of Hormuz will be handled by Iran in cooperation with Oman 6. If a final deal is reached within 60 days, this agreement will be approved in the form of a binding UN Security Council resolution US oil prices extend losses to drop below $89/barrel.

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