Radar do Mercado
Resumo diário completo com análise técnica e fundamental dos mercados globais, incluindo movimentos em Forex, ações, metais e decisões macroeconômicas relevantes.
12164 tópicos neste fórum
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China’s exports of rare earth products jumped to a near-record 7,338 tons in August, marking the highest monthly volume since 2012, according to customs data cited by Bloomberg on Friday. The data comes right before a scheduled phone call between Chinese President Xi Jinping and US President Donald Trump, during which they are expected to discuss trade and critical minerals. China is the world’s largest producer of rare earths, a group of 17 minerals used in a multitude of high-tech applications, ranging from consumer electronics to fighter jets. With control over 70% of the global mine supply and almost all of the processing, the nation has a near-monopoly status…
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China’s steel consumption is projected to decline steadily over the next decade, marking a structural shift in global steel demand dynamics, according to a new report from Wood Mackenzie. The country’s demand is expected to fall by an average of 5–7 million tonnes (Mt) annually, pushing its share of global steel consumption down from 49% in 2024 to just 31% by 2050. Meanwhile, India, Southeast Asia, and the Middle East and North Africa (MENA) are emerging as strategic growth hubs, reshaping both demand and supply chains across the steel industry. China’s structural decline The deceleration in Chinese steel demand reflects the economy’s pivot away from infr…
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A new technical report from China’s National Computer Virus Emergency Response Center (CVERC) has revealed shocking details about one of the largest Bitcoin hacks in history, which points to a hidden power struggle between China and the United States over $15 billion in Bitcoin. The stolen Bitcoin stayed untouched for four years, which blockchain experts say is unusual for typical hackers. Now, both China and the US are pointing fingers, with some analysts suggesting the US government may have secretly seized the coins. China’s 2020 Bitcoin Hack Raises Questions About US Government Involvement LuBian was a fast-growing Bitcoin mining pool launched in 2020, mainly operati…
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After the recent news of China casting a blanket ban on crypto, a Chinese security minister has warned that foreign companies are using dubious crypto schemes to collect biometric data, including iris scans, calling this practice a threat to national security and the violation of personal privacy. As per an article published on 6 August 2025 by the local news outlet Global Times, the Chinese ministry has highlighted growing concerns regarding biometric technology, citing recent cases in which foreign intelligence agencies unlawfully extracted facial data from individuals in China for espionage purposes. Although the ministry hasn’t dropped any names, the outlined method…
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Chinese coins present one of numismatics’ most rewarding categories – and one of its most challenging. Spanning more than two millennia, it ranges from cast bronze cash coins and imperial silver issues to modern Panda bullion that rivals Western standards. For collectors, this depth offers genuine opportunity but also significant obstacles: unfamiliar scripts, overlapping reign marks, and a market where counterfeits exist for virtually every major issue. This guide outlines the major eras of Chinese coinage, the factors that influence value, and practical considerations for building a serious, well-curated collection. What Makes Chinese Coins Special Before exploring ind…
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Chinese coins present one of numismatics’ most rewarding categories – and one of its most challenging. Spanning more than two millennia, it ranges from cast bronze cash coins and imperial silver issues to modern Panda bullion that rivals Western standards. For collectors, this depth offers genuine opportunity but also significant obstacles: unfamiliar scripts, overlapping reign marks, and a market where counterfeits exist for virtually every major issue. This guide outlines the major eras of Chinese coinage, the factors that influence value, and practical considerations for building a serious, well-curated collection. What Makes Chinese Coins Special Before exploring ind…
Last reply by Ben Graham, -
China’s central bank has moved to shut down speculation that it may soften its tough position on digital assets, even as some voices inside the country argue that authorities should allow Bitcoin mining to resume. According to a report by Caixin, the People’s Bank of China (PBoC) summoned officials from multiple state bodies, including government departments, internet watchdogs, and judicial system members, to reaffirm Beijing’s stance on cryptocurrency oversight. Despite steady claims within China and abroad that illicit mining activity is rising, there is little sign that the world’s second-largest economy is preparing to welcome Bitcoin back anytime soon. DISCOVER: …
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As BNB rallies to new highs, a major Chinese investment bank is reportedly in talks to raise $600 million for a new US-based Digital Asset Treasury (DAT) company, focused on investing in the altcoin. Chinese Investment Plans $600 Million Fundraiser On Monday, Bloomberg reported that Beijing-based Chinese investment bank China Renaissance Holdings Ltd. is planning a fundraiser for a new BNB-based public vehicle backed by YZi Labs Management Ltd. According to the news media outlet, China Renaissance aims to raise $600 million to create a publicly listed DAT company dedicated to accumulating BNB in the United States. YZi Labs, formerly known as Binance Labs, reportedly pl…
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A China-based entertainment company has made a major move into crypto, buying 300 Bitcoin just as the market trades near $114,000. Pop Culture Group (NASDAQ: CPOP), headquartered in Xiamen, disclosed the $33M purchase in a press release. The company emphasized the beginning of its digital asset treasure and part of wider plans to connect its entertainment business with Web3. It shared its plan to invest in additional assets in Bitcoin, Ethereum, and BOT to establish a diversified crypto fund to finance blockchain-oriented entertainment initiatives. Bitcoin Price Analysis: How is Bitcoin Trading Post Purchase? Bitcoin is holding near $114,400, with intraday moves betwe…
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Overview: With a US-Japanese deal in hand, and the prospects of an extended tariff truce between the US and China, many perceive some tail risks associated with the US foreign economic policy have diminished. This has encouraged the animal spirits and helped drive equity prices higher. The dollar is mixed. The uptick in Australia's PMI and cautionary comments from the governor of the Reserve Bank of Australia have helped lift the Australian dollar to new highs for the year and puts it atop the G10 performers today. On the other hand, a disappointing UK PMI pushed sterling down around 0.25% today and is the laggard among the G10 currencies. Emerging market currencies are m…
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Overview: Ahead of the long holiday weekend in North America, the US dollar is trading with a slightly firmer bias in narrow trading ranges. The drama around the Fed has intensified with FHFA Director Pulte sending a new criminal referral against Governor Cook regarding a third mortgage, while Governor Waller reiterated his dissent from last month's meeting. He supports a September rate cut in the face of the deterioration of the labor market while advocating looking through the tariff-related price pressures. China again lowered the dollar's reference rate to a new low for the year, and after the Thai baht, the yuan is the second-strongest emerging market currency this w…
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XRP continues to struggle for bullish momentum as market sentiment remains heavily bearish. After weeks of declining prices and fading trading volume, the token is still trading below the $2.5 mark, with traders growing increasingly cautious. While some analysts interpret this as a cooling-off period before the next potential expansion phase, fear and uncertainty continue to dominate the market’s short-term outlook. Adding to the tension, top CryptoQuant analyst Maartunn revealed that Chris Larsen, Ripple’s co-founder, has realized over $764 million in profits since January 2018 from XRP-related sales. According to on-chain data, Larsen’s selling activity tends to coinc…
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Yesterday, the euro rose following another speech by European Central Bank President Christine Lagarde, who stated that interest rates are in a good place, a view supported by nearly all of her colleagues. This has boosted optimism about the continued stability of the European currency, despite ongoing risks related to geopolitical tensions and inflationary pressures. Markets interpreted Lagarde's remarks as a signal that the ECB is not inclined to change its monetary policy course anytime soon. Investors viewed this as confirmation of the central bank's intention to keep interest rates at their current level — a positive sign for the euro, as it supports returns on euro…
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While everyone remains focused on how the story between the U.S. and China will unfold, European Central Bank (ECB) President Christine Lagarde stated that the regulator has already determined its inflation target and expects an economic revival in 2026. "Inflation remains close to our 2% target," Lagarde said, adding that core price pressures also persist and that wage growth is expected to continue slowing. Addressing lawmakers, she noted that weak export figures — driven by high tariffs, a stronger euro, and intensifying global competition — are likely to hold back economic growth until the end of this year. These comments came amid growing concerns about slowing econ…
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Recently, we have learned a lot about the upcoming Federal Reserve meeting in December. Almost all FOMC governors have spoken, and the market has come to realize that Jerome Powell has once again been right. At the last meeting, the Fed president clearly stated that a rate cut in December is by no means guaranteed. Subsequently, a majority of the FOMC Committee confirmed his words, saying they lean toward a pause until new evidence of a labor market slowdown emerges. Thus, the direction for the Fed's December meeting is now more or less clear. The baseline scenario is a pause until economic data necessitate otherwise. And what about the European Central Bank? The situatio…
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Circle, the company behind the USDC stablecoin, just pulled off one of the most talked-about IPOs of the year. Priced at $31 per share, Circle’s public debut wasn’t just solid, it blew past the expected range of $27 to $29, and the Circle IPO raised over $1.1 billion. The company is now valued at around $6.9 billion based on shares outstanding, and that number could climb to $8.1 billion once everything’s fully diluted. This isn’t just a moment for Circle. It’s a moment for crypto companies trying to prove they belong in traditional financial markets. Wait, What Exactly Does Circle Do? Let’s break it down. Circle runs USDC, a stablecoin that mirrors the U.S. dollar. If …
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The latest narrative to emerge in the crypto space is the wild success of many publicly traded crypto-related companies – netting blockchain stock investors mega gains. The most recent being USDC-issuer, Circle crypto and its CRCL stock – it is up around 530% since going public on June 4, 2025. CRCL is the latest success story after Japanese investment firm Meta Planet (MTPLF) surged over 600% in a year following its pivot to Bitcoin accumulation, following the playbook of Michael Saylor’s Strategy. In the past year alone, companies such as MetaPlanet in Japan have begun stockpiling BTC, similar to Michael Saylor’s Strategy. They recently surpassed 10,000 BTC in hol…
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Circle, the company behind the popular stablecoin $USDC, has just expanded its tokenized U.S. Treasury fund ($USYC) to the Solana Blockchain. Why is this a big deal? Solana’s known for its speed and low transaction costs, making it a perfect match for expanding $USYC’s reach. Previously available on Ethereum, Near, Base, and Canton, USYC is now live on Solana, with BNB Chain integration planned next. $USYC is basically a tokenized slice of a short-term US government money market fund. With a market value of over $635M, up 13% from last month, it’s making a splash in the world of crypto finance. While we’re talking about making a splash, it’d be remiss not to mention …
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Circle’s slow but steady expansion into the Middle East has taken a decisive step forward, as the USDC issuer secured a Financial Services Permission (FSP) license from Abu Dhabi Global Market (ADGM). The move positions the company at the center of the UAE’s growing digital-asset ecosystem, strengthening its ability to scale stablecoin adoption across the region. For a market actively developing clearer regulatory frameworks and attracting global crypto players, Circle’s entry underscores the central role stablecoins have come to play in payment infrastructure and cross-border finance. Circle Secures ADGM Approval and Expands Regional Strategy The license, granted …
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Shares of Circle Internet Group, the issuer of the market’s second-largest stablecoin, USDC, experienced a remarkable surge on Thursday, skyrocketing 168% as the company made its debut on the New York Stock Exchange (NYSE). Circle’s IPO Exceeds Expectations Circle’s stock opened at $69, well above its IPO pricing of $31. Throughout the day, the shares reached a peak of $103.75, showcasing strong investor enthusiasm. The IPO was priced late Wednesday, exceeding the anticipated range of $27 to $28, and substantially outpacing an earlier range of $24 to $26. This pricing strategy valued the company at approximately $6.8 billion before trading commenced. By the end of t…
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What to Know: Circle’s climb toward a potential $100 valuation reflects recovering crypto sentiment, renewed USDC activity, and stronger demand for regulated on-chain liquidity exposure. As risk appetite returns, capital often rotates from infrastructure equities and large caps into earlier-stage narratives with more asymmetric upside potential. AI-powered content platforms aim to fix Web2 creator pain points: high fees, opaque moderation, fragmented tools, and limited global payment options. SUBBD Token merges Web3 payments and integrated AI tools so creators can keep more earnings, automate fan engagement, and control content inside a transparent, tokenized ecosystem.…
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Following a notable debut on the Nasdaq earlier this year, Circle (CRCL), the issuer of the USDC stablecoin, has experienced a significant decline in its stock value. After hitting a peak of $298 on June 23, just 18 days post-launch, shares have now dropped by 68%, trading around $82. Circle Faces Challenges As Lockup Period Approaches Despite benefiting from a softer regulatory stance on digital assets in the US with President Trump’s crypto policies, Circle faces challenges that history does not favor, particularly as it approaches the end of its lockup period. Analysts, including Dan Dolev from Mizuho, highlighted that this lockup period prevents insiders from sell…
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Circle CIRCL stock is soaring, spiking by nearly 10X from its IPO price. Several factors, including USDC growth, strategic partnerships, and regulatory clarity, are driving demand. A few weeks before Circle, the issuer of USDC, a stablecoin pegged to the USD, went public with a $5 billion valuation, Ripple, a private company using XRP ▲5.89% in one of its core solutions, proposed a takeover, offering to buy the stablecoin issuer for $5 billion. However, the deal was rejected. Circle dismissed the proposal as too low, citing the rapid growth expected in the stablecoin market and their dominant position. DISCOVER: Virtuals Protocol Ecosystem Plummets With US-Iran War: VIR…
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Circle Internet Group’s stock took a hit late in the day after it revealed a plan to sell up to 10 million shares. Only 2 million of those are new shares issued by the company. The other 8 million are being sold by insiders looking to cash in. There’s also a clause for underwriters to pick up another 1.5 million if demand holds, potentially pushing the total proceeds past half a billion dollars. Strong Earnings Overshadowed by Share Sale Earlier in the day, things looked bright. Circle had released its first earnings since going public, showing $658 million in revenue and $126 million in adjusted EBITDA. Both numbers were up more than 50 percent from the same time last y…
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Citadel, an investment management firm, has asked the US Securities and Exchange Commission (SEC) to regulate decentralized finance (DeFi), the same way it does for traditional finance (TradFi). Naturally, this has caused backlash in the crypto community since the entire premise of DeFi is to be “other than” the traditional financial archetype, which is central in nature. Hayden Adams, CEO of Uniswap, a decentralized crypto exchange, minced no words in his accusations as he ripped into Citadel. In a post shared on X on 4 December 2025, Adams wrote that Citadel’s founder Ken Griffin “screwed over Constitution DAO” before “coming for DeFi, asking the SEC to treat software…
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