225 M$ Italian on Chilean lithium, C$400 M Canadian in Teck: State-shareholders extend their grip on the upstream of critical chains.
22 h ago 0 0
On July 7, two convergent announcements - Eni-EnergyX (225 M$ in Chile) and Ottawa-Teck (up to C$400 M) - signal an acceleration of the "China-free" strategy on lithium, copper, and critical minerals.
yesterday 0 0
NATO selects a non-Boeing sensor to succeed the E-3 Sentry: major industrial signal for Saab, strategic setback for the E-7 Wedgetail.
yesterday 0 0
BTC rebound blocked at $64,000, and structural surprise: Strategy lightens for the first time by $213M - the disciplined buyer changes hands.
yesterday 0 0
Post-MiCA and pre-Fusaka, the rotation of ETH off CEX signals a structural shift in custody and yield - not a capitulation. The funding rate remains calm.
Jul 5, 2026 at 15:41 0 0
Sam Altman is negotiating a 5% stake for the U.S. government in OpenAI. This is not philanthropy—it's a strategic move that redefines global AI governance.
Jul 2, 2026 at 10:17 8 2
The Nasdaq had posted a +21% gain in Q2. On July 1st, its victims are bouncing back. The early-quarter rotation raises the real question: is this tactical or structural?
Jul 1, 2026 at 22:47 8 2
The two Korean giants are massively investing in HBM chips for AI - as signs of oversupply accumulate on standard DRAM. Structural bet or cycle error?
Jul 1, 2026 at 09:39 7 4
The Nasdaq posted its best quarter since 2023—while wiping out $2.3 trillion from the Mag7 in June. How to reconcile these two facts, and what do they suggest for what's next?
Jul 1, 2026 at 09:37 8 1
Nigeria joins the map of global strategic resources: the announced discovery opens a new geopolitical front in the race for critical minerals of the energy transition.
Jun 30, 2026 at 23:30 8 3
Cathie Wood bets on crypto downturn to accumulate Coinbase, Circle, and ecosystem companies—a institutional wager on post-MiCA consolidation amid a bearish microstructure.
Jun 30, 2026 at 10:08 11 2
Strategy (formerly MicroStrategy) has authorized the sale of Bitcoin to fund share buybacks—a symbolic break from Saylor's "never sell" dogma. With BTC at $59,000 and negative funding rates, the mechanics of the Digital Credit Capital Framework deserve a cold analysis.
Jun 29, 2026 at 20:51 9 6
