Radar do Mercado
Resumo diário completo com análise técnica e fundamental dos mercados globais, incluindo movimentos em Forex, ações, metais e decisões macroeconômicas relevantes.
11716 tópicos neste fórum
-
Singapore’s High Court has given the green light to a restructuring plan for crypto exchange WazirX, clearing a major obstacle in the company’s effort to repay users after last year’s large theft. According to reports, the court’s approval on October 13 allows the exchange to move ahead with a court-supervised recovery process tied to the $234 million hack that hit the platform in July 2024. Creditor Vote And Numbers Based on reports from the company, the revised plan won broad backing from affected account holders. In an August revote, 95.7% of participating scheme creditors voted in favor, and those votes came from 143,190 participating creditors representing about $…
Last reply by Ben Graham, -
World Liberty Financial brings together crypto and the Donald Trump family. The president may not be directly involved in the day-to-day operation of the DeFi platform, but he certainly has an interest in crypto as a whole. His son, Eric Trump, is the face of World Liberty Financial, and how the WLFI token performs is something they track. As of November 20, WLFI crypto had a market cap of over $3.8Bn, securing a spot in the top 50. On September 1, when it launched, the token initially rose to $0.33, then peaked and crashed nearly 60% to spot rates. (Source: Coingecko) In the last three months of trading, there is nothing much that can be written about World Liberty …
Last reply by Ben Graham, -
Overview: The US struck Iran amid subterfuge and misdirection and while damage was inflicted, it is not clear the extent to which is nuclear capability was destroyed. Now, the world waits for Tehran's retaliation. Still, gold is slightly softer and August WTI is slightly firmer. Having given up its earlier gains (to ~$78.40) it is near $74. The dollar's upside correction seen last week has extended today. The greenback is broadly higher against the G10 currencies today, led by the antipodean currencies and the yen, which are off more than 1%. The Swiss franc is faring the best (~-0.10), followed by the Canadian dollar (~-0.45%). The greenback is also firmer against nearly…
Last reply by Ben Graham, -
Overview: After finishing last week with a bid tone, the US dollar's gains were initially extended against most G10 currencies before a mild bout of profit-taking emerged. It was extended in the European morning but may stall in North America. Several pairs have options near today's highs that expire at 10:00 AM ET. The US announcement that dramatically raises the prices of H-1B visas is a key talking point, with India seen particularly exposed. The US tariffs make it more expensive to import goods and now the administration will make it more difficult to import skilled labor. Meanwhile, Argentina's drama continues, and it is seeking a US loan on top of the IMF. Although…
Last reply by Ben Graham, -
Qubic’s mining group has picked Dogecoin as its next target after claiming it briefly gained majority control of Monero’s network, according to reports. The group said it reorganized six blocks on Monero and then asked its community to vote on which ASIC-friendly proof-of-work coin to test next. The vote came on Aug. 17. Community Picks Dogecoin Based on reports, Dogecoin won the vote with more than 300 votes. Qubic’s founder, Sergey Ivancheglo, shared that Dogecoin beat out Zcash and Kaspa in a public poll. The project says its Monero pool reached a 51% share and that it currently runs about two point three GH/s of Monero hashrate. The group calls these moves “stres…
Last reply by Ben Graham, -
Overview: The US dollar is under pressure today. Stronger European final PMI readings and a pullback in US yields have seen the greenback sold through last month's lows against several G10 currencies. And even where the data disappointed, like Australia's Q3 GDP or Switzerland's CPI, the currencies are bid. Led by central European currencies, most emerging market currencies are higher with Türkiye, Russia, India, and the Philippines the exceptions. Equities were mixed in the Asia Pacific region but are firmer in Europe, and US index futures are trading a little higher. Chinese shares in Hong Kong and the mainland fell by more than 1%, while the Nikkei and South Korea's K…
Last reply by Ben Graham, -
According to the latest news, the record 41-day government shutdown in the US is expected to come to an end tomorrow after the Senate passed a temporary funding measure backed by a group of eight Democrats. The Senate vote on Monday occurred against a backdrop of growing disruptions in air travel, delays in food assistance, and dissatisfaction among federal employees, most of whom have been without pay for over a month. The bill will now go to the House of Representatives, and if approved there, it will be sent to President Trump, who is expected to sign it immediately, restoring funding for federal agencies. This temporary solution gives a reprieve to hundreds of thou…
Last reply by Ben Graham, -
This morning's Non-Farm Payrolls data was more than welcomed for Dollar-Bulls A 37K Beat on expectations (147K vs 110K exp), accompanied with a lower Unemployment Rate (4.1% vs 4.3% prior) and lower Growth Average Hourly Earnings (=less price pressures) gives path to way lesser chances of stagflation for the US Economy, at least for now. US Indices have had a fairly muted reaction as Equity markets are still preparing for the open and the release of ISM Services Data at 10:00 expected at 50.5. However, the US Dollar is the one standout winner and confirms further the idea that 96.50 could be a swing low for the Greenback. Let's take a look at Intra-Day Charts for the D…
Last reply by Ben Graham, -
October 10 was no ordinary day in crypto. Yes, Donald Trump “retaliated” after China announced new plans curbing rare earth metal exports. Truth Social, X, that’s classic Trump. The president won’t hesitate to show how mighty the United States is. The truth of the matter is: News of new tariffs on China was not expected to force a mega drawdown on that thin Friday evening. A -10% drop in Bitcoin would be extreme. However, things quickly went south on that October 10, and after what could be a comparatively “small” trigger, the world’s most valuable coin crashed from over $120,000 to below $105,000 in 15 short minutes. According to Coinglass, over $16Bn of leveraged posi…
Last reply by Ben Graham, -
After the events of this week, it is safe to say DeFi will never be the same again. Yes, there are over $132Bn managed by different protocols, and Aave is the largest of them all. For years, the team has built a reputation for being conservative, and the results are evident for everyone to see. Presently, Aave manages over $32.2Bn worth of assets across 18 chains at press time. However, a big chunk of this is in Ethereum. That Aave controls more assets than Lido, a liquidity staking platform primarily helping secure Ethereum, is a massive vote of confidence for decentralized money markets. (Source: DefiLlama) Reflecting this impressive growth is the rapid expansion o…
Last reply by Ben Graham, -
Undoubtedly, Uniswap is the OG of DeFi. Without their AMM innovation of late 2018, DeFi would have taken a few more months or years to find a low-fee, easy solution for the decentralized swapping of the now thousands, if not millions, of tokens. After their AMM miracle of Q4 2028, Uniswap has grown to be one of the top DeFi protocols. As of November 12, it is the top DEX by total value locked (TVL). A big chunk of the $4.9 billion under management is in Ethereum and its layer-2s. (Source: DefiLlama) The $4.9 billion is owned by diverse users, including projects and retailers, supplying liquidity for a share of the +0.30% fee. However, there is a proposal to change h…
Last reply by Ben Graham, -
Traders have long sought the optimal time to trade crypto, and at different points over the years, European, US, and Asian time zones have all had their turn, offering the best returns. However, a newly proposed ETF now offers Bitcoin exposure with a twist. The Nicholas Bitcoin and Treasuries AfterDark ETF aims to trade Bitcoin-linked assets while Wall Street sleeps. According to a December 9 filing with the SEC, the AfterDark ETF plans to purchase BTC after US financial markets close and exit those positions shortly after the US market reopens each day. Bitcoin is trading at $90,090 at the time of writing, down 2.1% on the day after a period of volatility that began wi…
Last reply by Ben Graham, -
Canadian explorer Aftermath Silver (TSXV: AAG) said drilling at its Berenguela silver-copper-manganese deposit in Peru intersected shallow mineralization, paving the way for an updated resource estimate. Hole AFD129 cut 12.35 metres of 302 grams per tonne silver, 0.66% copper and 10.64% manganese from 2.4 metres downhole, Aftermath said Monday in a statement as it disclosed 16 assays. Hole AFD130, meanwhile, intercepted 35.55 metres of 322 grams silver, 0.58% copper and 6.88% manganese from surface. This included 7.1 metres at 1,174 grams silver, 0.8% copper and 11.14% manganese from 24.4 metres downhole. Vancouver-based Aftermath is in the second stage of an …
Last reply by Ben Graham, -
A well-known Bitcoin analyst is charting a path that most traders don’t expect. According to reports, the pseudonymous quant strategist PlanB told his 216,000 YouTube subscribers he believes Bitcoin will climb to at least $300,000 by the end of 2026. That’s a bold call, given that 60% of market participants think the world’s largest cryptocurrency won’t hit that mark in just one and a half years. Contrarian Price View Based on his stock-to-flow model, PlanB says Bitcoin’s built-in scarcity drives long-term value. He argues the model points toward an average of $500,000 per coin after the next halving. The stock-to-flow setup gives a wide range—from $250,000 at the low…
Last reply by Ben Graham, -
Agnico Eagle Mines (TSX, NYSE: AEM) has nearly tripled its equity position in junior explorer Fury Gold Mines (TSX, NYSE American: FURY) with a further C$4.3 million ($3 million) investment. In a press release Tuesday, Fury announced that Agnico had acquired approximately 6.73 million of its shares and warrants to buy the same number of shares for a per-unit price of C$0.64. The warrants have an exercise price of C$0.80 per share, valid for three years. Fury Gold Mines opened the trading session at C$0.53 apiece, and ticked 2% higher at C$0.54 as of 10:45 a.m. ET. Its market capitalization is estimated at C$88.2 million ($64 million). Agnico previously held 3.…
Last reply by Ben Graham, -
Canada’s Agnico Eagle Mines (TSX, NYSE:AEM) has launched a new subsidiary, Avenir Minerals Limited, to manage and advance nearly $80 million in early-stage critical minerals investments. The Toronto-based gold miner will also contribute $50 million in cash to fund the new company and retain a right of first refusal on future investment opportunities, with the option to provide additional capital later. Avenir will evaluate and develop critical mineral opportunities outside Agnico’s core gold and copper operations. Operating as an independent and self-sustaining entity, it will pursue strategic partnerships and government support for critical mineral projects, wit…
Last reply by Ben Graham, -
(Click to image to expand) November Global Mining Power Rankings have landed, and this month’s results spotlight the companies defining performance, momentum and leadership across the global mining sector. Market sentiment appeared to play a larger role this month, with support likely influenced by steady execution, improving balance sheets and firmer commodity prices across key regions. Powered by rigorous data analysis and strong participation from investors, analysts and industry insiders, the rankings serve as a real-time gauge of industry sentiment, revealing which companies the market believes are executing, outperforming and building meaningful strategic mom…
Last reply by Ben Graham, -
Agnico Eagle Mines (TSX: AEM; NYSE: AEM), Canada’s largest gold miner by output and market value, has sold its 11% stake in Orla Mining (TSX: OLA; NYSE: ORLA) for nearly C$561 million ($405 million). The major sold 38 million shares in the mid-tier gold producer at $14.75 each via the TSX, the companies said on Tuesday. The transaction puts an end to Agnico’s interest in Orla, which it had seeded in 2017. Orla – which has two producing assets, the Camino Rojo oxide mine in central Mexico and the Musselwhite mine in Ontario – forecast consolidated gold output this year to hit 265,000-285,000 ounces. National Bank of Canada said the sale adds to Agnico’s cash on han…
Last reply by Ben Graham, -
Agnico Eagle Mines (NYSE, TSX: AEM) says it has sold its entire 18% shareholding in copper-gold explorer Royal Road Minerals (TSXV: RYR) for proceeds of approximately C$5.51 million. The shares, totalling nearly 47.9 million, were sold at C$0.115 each. This represents a 6% discount over Royal Road’s market open price of C$0.16 on Monday, the day of Agnico’s disclosure. On Tuesday, it again traded at C$0.16 apiece, for a 3.1% intraday gain and a C$39.9 million ($28.6 million) market capitalization. Agnico has been a long-time shareholder of Royal Road, and in May 2019, the Canadian gold miner more than doubled its holding with a C$5.2 million equity investment. At …
Last reply by Ben Graham, -
Agnico Eagle Mines (TSX, NYSE: AEM) shares rose after the Canadian miner reported record quarterly profit and free cash flow on the strength of rising gold prices. Adjusted net income for the second quarter jumped 82% to a record $976 million, or $1.94 a share, topping analyst expectations. Free cash flow more than doubled to $1.31 billion, or $2.60 a share, Toronto-based Agnico said Wednesday after the close of stock market trading. The company’s operating margin – which is calculated by deducting production costs from mining operations revenue – jumped 55% to a record $2.03 billion. “The better financial results are mainly due to stronger operating results,”…
Last reply by Ben Graham, -
Agnico Eagle Mines (TSX, NYSE: AEM) tops the list of Canadian miners by market value at C$81.9 billion ($59.8 million) at press time. Agnico operates the country’s biggest gold mines by output: Detour Lake and Canadian Malartic. The company attributed this year’s first quarter net income of C$815 million to the higher gold price relative to a year ago, strong performance at Canadian Malartic, LaRonde, Macassa, and at its Nunavut operations; and strong free cash flow. “Our work to control costs…coupled with a favourable gold price environment, has resulted in record operating margins,” Agnico’s President and CEO Ammar Al-Joundi said in a release. “We will remain…
Last reply by Ben Graham, -
If Meta, Google, and all the tech giants are sinking trillions into building AI infrastructure, that’s a clear signal that AI is here to stay, and may even replace you. The truth is, on the Virtuals Protocol platform, there are numerous AI agents, commanding tens of millions of dollars in market cap, doing, among other things, creating content and even trading. It is this boom that explains the explosion of the VIRTUAL crypto. Unlike some of the top cryptos to best, struggling for momentum after the flush out of mid-October, VIRTUAL USDT is up nearly +10% year-to-date. (Source: Coingecko) In the last week, VIRTUAL crypto is up a decent +6%, bouncing strongly from rec…
Last reply by Ben Graham, -
AI agents are simple to describe and complex to serve: observe → decide → act → learn. Each loop depends on fresh, reliable, permissionless data. In Web2, you can rent this from a few platforms. In Web3, data lives across dozens of heterogeneous chains, node stacks, indexers, and off-chain oracles – each with its own quirks of latency, finality, semantics, and failure modes. The result: agents are hungry; the pantry is chaotic. Let’s understand the problem, public signals, and outline what an AI-ready data layer must look like to unlock the agentic economy for DeFi and beyond. AI is rapidly penetrating Web3, but the bottleneck remains data. Prominent builders are increa…
Last reply by Ben Graham, -
Artificial intelligence can slash truck waiting times in open-pit mining by as much as 55%, while increasing productivity and fuel efficiency, according to a new study by GEM Mining Consulting. The research tested Reinforcement Learning (RL) as an alternative to conventional rule-based truck dispatch. Across multiple scenarios, the AI system delivered stronger results: 23–33% more tonnage moved, 19–24% faster cycle times, 6–21% better fuel efficiency, and up to 48% less downtime. Truck allocation remains one of mining’s toughest challenges, with loading and hauling making up 50%–60% of costs. Traditional dispatch systems depend on fixed rules that often break down…
Last reply by Ben Graham, -
The rapid buildout of artificial intelligence (AI) data centers is poised to tighten the global copper market further, potentially pushing the supply shortfall to 6 million tonnes by 2035, according to a new BloombergNEF (BNEF) report. BNEF analysts said copper demand from the sector will average around 400,000 tonnes annually over the next decade, peaking at 572,000 tonnes in 2028. The cumulative total in use by data centers could top 4.3 million tonnes by 2035. This comes on top of surging demand from other sectors, such as power transmission and wind energy, where copper usage is expected to almost double by 2035. Price pressures ahead With demand accel…
Last reply by Ben Graham,