Radar do Mercado
Resumo diário completo com análise técnica e fundamental dos mercados globais, incluindo movimentos em Forex, ações, metais e decisões macroeconômicas relevantes.
12167 tópicos neste fórum
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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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Citi and Coinbase have partnered to make it easier for financial institutions to use digital assets for payments. The initial focus will be to simplify how money moves between traditional fiat currency and crypto. In time, through their partnership, the companies plan to introduce new tools that can instantly settle payments 24/7. There are many institutions that trade crypto around the clock. However, the systems that these institutions use (also known as on and off ramps) to move their funds in and out, do not operate 24/7. And that’s where this partnership’s core reason to exist lies. With this partnership, announced on 27 October 2025, the focus will be on improving…
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Analysts at Citigroup see silver prices rallying beyond $40 an ounce in the coming months due to tightening physical supplies and growing investment demand. In a note published Wednesday, analysts led by Max Layton raised their three-month silver price forecast from $38 to $40, citing the metal’s strong fundamentals. They also upgraded silver’s longer-term outlook, with a price target of $43 for the next six to 12 months. “We expect silver availability to tighten on consecutive years of deficit, sticky stockholders requiring higher prices to sell, and robust investment demand,” the Citi analysts wrote. Silver has risen by more than 30% this year, outpacing its…
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Citigroup Inc. expects gold prices to decline below $3,000 an ounce in the coming quarters, forecasting a cooldown after this year’s record-setting run. The bank cites weakening investment demand, improving economic prospects, and anticipated US interest rate cuts as key drivers of the expected pullback. In a recent report, Citigroup analysts led by Max Layton predicted that gold will fall to a range of $2,500 to $2,700 an ounce by the second half of 2026. The outlook contrasts sharply with bullish forecasts from other major financial institutions. Goldman Sachs projects gold to reach $3,700 by late 2025 and $4,000 by mid-2026, citing robust central bank buy…
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Following an all-time high (ATH) reached last August, Ethereum (ETH), the market’s second-largest cryptocurrency, has found itself in a consolidation phase, trading between $4,200 and $4,700. This price range reflects a broader stagnation in the cryptocurrency market, as various digital assets, including Bitcoin (BTC), struggle to regain the momentum that led both BTC and ETH reach new records above $124,000 and $4,9000 respectively. Notably, Citigroup, the third-largest investment bank in the United States, has tempered expectations for the Ethereum price, forecasting a year-end price target of $4,300 for the altcoin. Citi Forecasts Moderate ETF Inflows Into Ethereu…
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American multinational investment bank Citigroup announced plans to potentially issue its stablecoin, as CEO Jane Fraser revealed during a post-earnings conference call. As first reported by Reuters, Fraser emphasized the bank’s focus on both the stablecoin initiative and the growing tokenized deposit sector, stating, “This is a good opportunity for us.” As the third-largest lender in the United States, Citigroup is also exploring solutions for reserve management related to stablecoins and providing custody services for cryptocurrency assets. Citigroup’s Plan For New Stablecoin Initiative This announcement follows a strong second-quarter performance for Citigroup, whi…
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Thousands of former workers, members of supplier companies and residents of the districts of La Pintada, Omar Torrijos and Donoso, staged a march on Sunday along the Pan-American Highway in the city of Penonomé to ask the government of President José Raúl Mulino to start negotiations with Minera Panamá, S.A. for the reopening of the giant Cobre Panama copper mine, local media El Capital Financiero reported. Minera Panamá is a subsidiary of the Canada’s First Quantum Minerals (TSX: FM), which operated the mine until Panama’s Supreme Court ruled its contract to operate the only mining operation in the Central American country, was unconstitutional in 2023. Challe…
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How’re my Aave Crypto ghosties doing? I was thinking of selling my AAVE (been holding since like $50) and using the proceeds to max out on .cwp-coin-chart svg path { stroke-width: 0.65 !important; } .cwp-coin-widget-container .cwp-graph-container.positive svg path:nth-of-type(2) { stroke: #008868 !important; } .cwp-coin-widget-container .cwp-coin-trend.positive { color: #008868 !important; background-color: transparent !important; } .cwp-coin-widget-container .cwp-coin-popup-holder .cwp-coin-trend.positive { border: 1px solid #008868; border-radius: 3px; } .cwp-coin-widget-container .cwp-coin-trend.positive::before { border-bottom: 4px solid #008…
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Log in to today's North American session Market wrap for December 8 Today's session was victim of classic pre-FOMC trading: Volatile but low magnitude moves due to some traders cutting their positions at the last minuteSome assets and/or currencies just seem dead. There hasn't been much data to help volatility today and the same can be said tomorrow. In terms of economics, the Trump Administration seems to be moving towards a new TACO with tariffs on Canadian fertilizers. But more importantly for Stocks, particularly Nvidia, the US just pulled the restrictions on H200 Chips, essential for AI Models. On Ukraine, Zelenskyy communicated some positive words about recent Eur…
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Cleveland-Cliffs (NYSE: CLF) announced plans to enter the rare earth mining business after discovering two potential deposits in Michigan and Minnesota, which would allow the Ohio-based company to expand beyond iron ore and steel. The move, chief executive Lourenco Goncalves said, could strengthen the United States’ supply of critical minerals essential for electronics and clean energy technologies. Goncalves said the company is working with geologists to determine whether the deposits are commercially viable. “We are a mining company; this isn’t new territory for us,” he told analysts during the company’s earnings call on Monday. Cleveland-Cliffs’ shar…
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Cloudflare is stepping into the world of digital currency with a new project called NET Dollar. It plans to launch this as a fully backed stablecoin tied to the U.S. dollar. According to CEO Matthew Prince, the idea is to help build a better foundation for how the internet handles payments and value. Why Cloudflare Is Entering the Stablecoin Space Although Cloudflare is known for its internet security and performance tools, the company sees a bigger role for itself. As AI and smart systems grow more common, there is a clear need for a faster and more efficient way to move money. NET Dollar is meant to handle payments in these new digital spaces, especially when smal…
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CME Group expanded its crypto lineup again, this time with new “spot-quoted” futures for XRP crypto and Solana (SOL) that trade in much smaller sizes and track real-time prices more closely. XRP USD and SOL USD prices barely reacted on the day, but the real story lies in who now gets an easier way to trade them: big institutions that prefer regulated venues. This move occurs at a significant moment in my decade-long derivatives trading career, 2025, a year of record crypto derivatives volume on CME, which has seen professional traders shift from offshore exchanges to regulated US markets and adopt more institutional market structures as a result. …
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The Bitcoin market has been marked by notable volatility recently, with prices fluctuating significantly, dropping close to the $98,400 level before rebounding above $105,000 on Monday. Potential 12% Retrace To $92,000 Technical analyst Doctor Profit recently shared key notes on the social media platform X (formerly Twitter), indicating that a substantial Chicago Mercantile Exchange (CME) gap exists at $92,000. The analyst predicts that this level will likely be eventually reached, suggesting that closing this gap could create additional fear in the market, which often plays into the hands of market makers. Doctor Profit also highlighted in his analysis the presenc…
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CME Group plans to open the door to round-the-clock trading for cryptocurrency futures and options starting in early 2026. This move still needs the green light from regulators, but if it goes through, it would mean no more waiting for market open. Instead of being locked into specific hours, users will be able to access these products any time on CME’s Globex platform. It’s a clear response to the growing call for nonstop trading access in a market that never really shuts down. What the New Schedule Will Look Like Once it’s live, crypto futures and options will trade 24 hours a day, every day of the week. The only pause will be a two-hour maintenance break each week. If…
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CME Group is bringing prediction markets closer to everyday users in one of its most direct shifts from Wall Street to Main Street. FanDuel, the US sports-betting leader, and CME Group, the world’s largest derivatives exchange, said late Wednesday that they will roll out a new prediction-markets app in December. The app, called FanDuel Predicts, will let people trade on outcomes tied to sports, major stock indexes, energy prices, and US economic data. It will be available only in states where online sports betting is still prohibited. The two companies announced the partnership on November 12 in New York and Chicago. The plan is straightforward: meet rising interest i…
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IXM, a metals trading unit of CMOC Group (SHA: 603993), has declared force majeure on its cobalt supply contracts due to an ongoing export ban in the Democratic Republic of Congo (DRC). The ban, initially set for four months, has now been extended until September, halting cobalt shipments from key suppliers. Export ban extended The DRC government extended its cobalt export ban by another three months on June 21, citing a need to address market oversupply and stabilize prices. The measure, enforced by the Authority for the Regulation and Control of Strategic Mineral Substances’ Markets (ARECOMS), began on February 22, 2025. It has disrupted shipments from …
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Top AI meme coins COAI crypto and AIC crypto have plummeted as retail capital rotates into Binance meme coins – here’s why. AI-linked tokens slipped on Friday, October 31 (PKT), while a Binance Chain meme coin moved in the opposite direction. The shift highlights how traders are rapidly shifting between themes as momentum wanes in certain parts of the market. ChainOpera AI (COAI) and AI companions (AIC) experienced a drastic decline over the last day, with AIC showing even greater loss on a weekly basis. A token on the Binance Chain, BUILDon (B), had solid returns within the same time frame. Ape and Pepe (APEPE) also traded lower, reflecting softer interest in meme na…
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After a 100x sprint, COAI, once hyped as the best crypto to buy now, slumps over -52% in a day as euphoria cools and on-chain scrutiny grows. ChainOpera AI’s token, COAI, tumbled nearly -52% in the past 24 hours after a week of rapid gains that pushed it into the multi-billion-dollar range. (Source:Coingecko) By Saturday evening ET, COAI was trading around $10-$11 with about $295 million in daily volume on major exchanges. The drop follows growing discussion about heavy profits among top wallets and possible coordinated selling. The correction came soon after COAI’s explosive rally from about $0.14 on Sept. 26 to an all-time high near $44.90 on Oct. 12, a surge of…
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Global coal demand is set to reach a new record high in 2025, driven by higher output in the United States, before flattening and slowly declining by the end of the decade, according to the latest International Energy Agency (IEA) report. The IEA projects global coal demand will rise 0.5% from 2024 to a record 8.85 billion tonnes this year, even as renewables, nuclear power and plentiful natural gas steadily erode coal’s grip on power generation. The forecast underlines how hard it remains to quit fossil fuels, despite rapid growth in clean energy. In the US, coal use is set to jump 8% in 2025, snapping a 15-year stretch of roughly 6% annual declines. Higher …
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Metals investor Cobalt Holdings has dropped plans of an initial public offering on the London Stock Exchange, dashing investor hopes of what would’ve been the biggest mining IPO since 2022. The company previously aimed to raise as much as $230 million through the offering and use most of the funds to buy 6,000 tonnes of physical cobalt from Glencore (LON: GLEN) at a discount. The IPO launch represents Cobalt Holding’s strategic play to capitalize on a struggling market that has been in three consecutive years over oversupply despite healthy demand, which drove the metal’s price down by 75% over the past three years. The company, headed by mining entrepr…
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Cobalt futures prices in China surged to levels last seen mid-March on Monday after the Democratic Republic of Congo extended its concentrate export ban first instituted in February. In a surprise move Congo, responsible for more than 80% of global output, stretched the export restrictions for the electric vehicle battery material by another three months taking more than 100,000 tonnes off the market over the seven month period by some estimates. The most active cobalt futures on China’s Wuxi Stainless Steel Exchange surged over 9% to 254 yuan or $35.34 per kilogram, the highest since March 14. A surge in supply from the Congo, where cobalt is a byproduct of c…
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A surge in supply from the Congo, responsible for 80% of the world’s cobalt output, coupled with tepid demand from the electric vehicle market, saw cobalt prices sink to historic lows at the start of 2025. Copper production in the DRC, with a big chunk owned by Chinese companies, was rising fast – leading to a near 40% jump in the country’s co-product cobalt output in 2024, but in February the country announced a four month ban on exports, extending it again in June. The price of cobalt sulphate entering the EV battery supply chain in China duly responded and is now trading over 90% higher than at the start of the year averaging $6,947 a tonne in August (still no…
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Panama is expected to have all information necessary to make a decision on First Quantum’s (TSX: FM) shuttered copper mine by the end of this year, according to its Minister of Commerce and Industry Julio Moltó. Speaking with local media this week, Moltó confirmed that the terms of reference for Cobre Panamá’s environmental and comprehensive audit have been consolidated into a single review process. He added that the Ministry of Environment has already selected the firm responsible for conducting the audit, which was slated to begin this month. “I understand that the company has been defined, and the audit should commence shortly, pending the awarding of the contr…
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Gary Nagle, CEO of Glencore, and Máximo Pacheco, Chairman of the Board of Codelco. (Image courtesy of Codelco.) Chile’s state-owned copper miner Codelco has signed a memorandum of understanding with Swiss miner and commodities trader Glencore (LON: GLEN) to advance a new smelter project in the country. Codelco will supply Glencore with up to 800,000 metric tonnes of copper concentrate a year while Glencore leads the project’s development, which covers the design, financing, construction, operation and maintenance of a plant. This facility is expected to process 1.5 million dry metric tonnes annually under strict environmental standards. Codelco has previously said…
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Chilean copper giant Codelco has confirmed the discovery of a second body at its El Teniente mine, where five workers have been trapped since a collapse triggered by a powerful tremor on Thursday. The company announced Saturday that the victim’s identity has not yet been confirmed by authorities. One miner was previously reported dead at the time of the accident, which occurred in the Andesita section of the mine, about 75 kilometres southeast of Santiago. “This discovery fills us with sadness, but it also tells us that we are in the right place, that the strategy we followed led us to them,” general manager of El Teniente, Andres Music, said in a statement. H…
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