Radar do Mercado
Resumo diário completo com análise técnica e fundamental dos mercados globais, incluindo movimentos em Forex, ações, metais e decisões macroeconômicas relevantes.
11949 tópicos neste fórum
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Even though Bitcoin reached a new all-time high over the weekend, crossing above the $125,700 mark, Swissblock reports record-breaking BTC outflows from exchanges. The last time such a large outflow was observed was in December 2022. However, at that time, Bitcoin was at its bottom near $15,000. Now, the situation is the opposite—it is trading near its all-time high. This paradox requires deeper analysis. Clearly, Bitcoin holders are not in a rush to take profits despite favorable market conditions. Instead, they see BTC as a long-term asset and prefer to store it off-exchange, in cold wallets. This behavior indicates confidence in further growth. Another possible expla…
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In a major display of bullish momentum, the market’s leading cryptocurrency, Bitcoin (BTC), surged to a new record high on Monday, surpassing $123,000 for the first time. US House Kicks Off ‘Crypto Week The Bitcoin price climbed more than 90% year-to-date with Monday’s rally, reaching $123,200, and reflecting a nearly 15% increase over the past month. This upward momentum coincides with the US House of Representatives’ “crypto week,” which will feature debates on legislation aimed at reducing regulatory hurdles that have long been viewed as obstacles for the cryptocurrency sector. One of the key pieces of legislation set for discussion in the House is the GENIUS Act…
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South Korea’s largest cryptocurrency exchange, Upbit, is currently under scrutiny by regulators following a significant hack that led to the unauthorized withdrawal of approximately $36.9 million in assets on the Solana (SOL) network. The breach impacted over 20 different tokens and has prompted Upbit to freeze assets on its platform while an investigation unfolds. Lazarus Group Tied To Upbit Hack Authorities are now investigating the possibility of North Korean involvement in the cyber attack. Reports suggest that a group affiliated with North Korea’s intelligence agency, the notorious Lazarus Group, may have orchestrated the hack, which Upbit has described as an “abnor…
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At the end of yesterday, US stock indices closed higher. The S&P 500 rose by 0.26%, while the Nasdaq 100 gained 0.48%. The Dow Jones Industrial Average jumped 0.15%. Today, Asian stock indices increased by 0.4% and are on track to post their sixth consecutive monthly gain—marking the longest winning streak since 2018. Clearly, markets are in no rush to reduce risk after several previous episodes of threats to a US government shutdown. This persistent optimism, however, is supported by a number of factors beyond seasonal stability. First and foremost, there is the expectation of further economic stimulus measures aimed at supporting domestic demand and cushioning p…
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Uphold, the trading app that lets users swap everything from Bitcoin to gold, might be headed for Wall Street. The company is reportedly exploring an IPO or a potential sale, and it’s leaning into one of the loudest corners of the crypto world, the XRP community. The Uphold IPO would put another crypto-native company on Wall Street, this time powered by a fiercely loyal user base. IPO? Acquisition? Something Big Is Brewing Word on the street is that Uphold has brought in FT Partners to help map out next steps. They’re exploring two routes: go public in the U.S. or sell the company altogether. Either path could land them a valuation above $1.5 billion, which would be a so…
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Global uranium demand is expected to soar as nuclear power cements its role in the clean energy transition, according to the World Nuclear Association’s (WNA) biennial Nuclear Fuel Report released Friday. The report forecasts uranium demand for nuclear reactors will climb 28% by 2030, reaching nearly 87,000 metric tons annually, before more than doubling to over 150,000 metric tons by 2040. That compares to about 67,000 tons consumed in 2024. The growth is tied to a rapid buildout of nuclear power capacity worldwide. Current global nuclear capacity of 398 gigawatts electric (GWe), with another 71 GWe under construction, is projected to surge by 13% by 2030 an…
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The uranium market has momentum on its side as it looks to end 2025 on a strong note, with several catalysts lined up to fuel a sector seen as critical for the future of energy, says Sprott. In a report released on Thursday, the firm listed three key developments that could lift uranium even further, namely the US government’s critical minerals policy, accelerating demand for the nuclear fuel, and concerns surrounding supply. In the first case, Sprott analysts led by Jacob White pointed to the Trump administration’s intent to stockpile more uranium to alleviate the persistent supply gap for US utilities and the country’s heavy reliance on foreign supply, in partic…
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Finlayson speaks at the Resources Rising Stars Summer Series. (Photo: Kristie Batten) It has been a pivotal week for uranium explorer DevEx Resources (ASX: DEV) under newly appointed managing director Marnie Finlayson. Finlayson, who joined the company this week, previously served as managing director of battery materials for Rio Tinto (ASX, LON: RIO) and spent 17 of her 27 years at the mining giant, including a three-year assignment in Serbia overseeing the Jadar lithium project. She is also a director of Northern Star Resources (ASX: NST). She told the Resources Rising Stars Summer Series that she joined DevEx for three key reasons. She said the global shift…
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Decades after the United States’ large-scale uranium mining industry mushroomed in Utah and New Mexico in the 1950s, the industry is returning to its Southwest roots in a revival spurred by economic and political currents. Arizona, Colorado, New Mexico, Texas and Utah are seeing the release of new uranium resources, permit fast-tracking, and production and processing starts after an industry downturn of several years. “[Uranium] producers were for the most part out of business, meaning their deposits were closed and mines were on care and maintenance for the greater part of 10 years,” John Ciampaglia, CEO of Sprott Asset Management, told The Northern Miner in an A…
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Uranium.io has launched what it calls the world’s first live uranium spot pricing oracle, aiming to inject long-missing transparency into a market that has operated largely in the shadows. The proprietary feed, available at price.uranium.io, updates every 60 seconds and delivers near real-time spot price estimates by aggregating multiple market inputs and applying advanced algorithms. Unlike other commodities with transparent benchmarks, uranium has long relied on opaque, over-the-counter trades and delayed reporting. The new oracle seeks to close that gap by offering continuous, market-reflective pricing. “Price discovery for uranium isn’t just happening in t…
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Argentina’s push to unlock vast lithium, copper, oil and gas reserves depends on President Javier Milei’s political stability and continued support from the United States, analysts say. As voters prepare to head to the polls, Milei’s administration faces a critical test. Experts at RXN Group’s “Election Day Argentina: Milei, Minerals, and Money” briefing warned that Sunday’s election could determine whether the president consolidates power or plunges the country back into political and market turbulence. Milei rose to power on a wave of outsider appeal but without an established political base. His coalition, La Libertad Avanza, remains fragile, and a 14-point def…
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The US government has added copper, potash and silicon to its draft list of critical minerals, in the most significant overhaul since the it was first published in 2018. The update, mandated every three years under the Energy Act of 2020, follows the 2022 version and now includes 54 minerals. Six were proposed for addition—copper, silicon, potash, silver, lead and rhenium—while two, tellurium and arsenic, were removed. Copper and silicon were included because of the severe economic consequences that supply disruptions could trigger in refined forms, the US Geological Survey (USGS) said. Lead and rhenium, which narrowly missed the 2022 cutoff, were added under…
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The Japanese yen has run out of steam after a two-day mini rally, in which it gained 1% against the US dollar. In the European session, USD/JPY is trading at 146.65, up 0.05% on the day. Ishiba set to resign Major developments continue to come out of Japan on a daily basis. Prime Minister Ishiba is apparently set to resign his post in August, only a day after declaring he would remain in office. Ishiba had said that he would complete the trade deal with the US before stepping down and with the deal just signed, Ishiba can hand over the reins. Ishiba's coalition failed to secure a majority in the upper house of parliament in the Sunday election. The government is not…
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US President Donald Trump and Japanese Prime Minister Sanae Takaichi. (Screenshot Associated Press |YouTube .) The United States and Japan have signed a framework agreement to secure the supply of rare earths and critical minerals, aiming to reduce reliance on China’s dominant position in the global market. US President Donald Trump and Japanese Prime Minister Sanae Takaichi inked the deal during Trump’s visit to Tokyo, part of his week-long tour of Asia. The document covers cooperation on extraction, recycling, stockpiling, and investment in mineral supply chains vital to the defence, automotive, electronics, and energy sectors. While the deal outlines a range of…
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US tariffs are still influencing global trade quite largely despite having a less-intense headline impact on Markets. The latest pressure was put on Mexico which hiked tariffs on Chinese imports and particularly on auto imports. China recently expressed their discontent with the situation. WTI Oil prices saw a recent spike amid elevated tariff rhetoric and continuing geopolitical heat, particularly on countries who import cheap Russian oil. Washington is pushing G7 and EU nations to impose up to 100% tariffs on China and India for buying Russian oil, arguing those purchases keep Moscow’s war machine funded. Japan was among the latest movers to add pressuring policies o…
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United States Antimony (NYSEA: UAMY) plans to fast-track development of its new Fostung tungsten property in Ontario, it said Friday. US Antimony, based in Dallas, paid $5 million in cash and a 0.5% net smelter return royalty (NSR) split with Transition Metals (TSXV: XTM) and an Ontario numbered company. Additionally, they took on a 1% NSR owed to a previous owner. The Fostung claim block spans 11.14 sq km and lies 70 km west of Sudbury. It contains 12.4 million tonnes of inferred resources, with a grade of 0.213% tungsten trioxide for about 26,000 tonnes of metal. “Our first significant acquisition of a tungsten deposit fits well within our company policy of …
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The environmental legacy impacts of World War II era Project Manhatten – a US-led World War II program to develop nuclear energy capabilities before foreign adversaries could – are still felt across the United States. For decades, thousands of sites associated with abandoned uranium mine waste have remained contaminated — hundreds on or near Navajo and tribal lands — with no clear regulatory pathway for cleanup. On September 30, the US Nuclear Regulatory Commission (NRC) issued a license to Wyoming-based DISA Technologies, authorizing the company to clean up abandoned uranium mine sites across the West and recycle the uranium for domestic energy use — the first …
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Several major banking groups in the US have made a concerted effort to reach out to Congress regarding wording in the GENIUS Act that has created a stablecoin yield loophole. The Bank Policy Institute (BPI) stated in a letter sent on 12 August 2025 to Congress that the existing language of the law allows stablecoin issuers to route yield through third-party exchanges or intermediaries. The GENIUS Act, enacted on 18 July 2025 under the administration of President Trump, prohibits stablecoin issuers from directly offering interest or yield to token holders. Executives from both companies have stated in their earnings calls that they plan to continue rewarding users w…
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Bitcoin experienced a notable increase yesterday, along with other altcoins, following the news that the US banking regulator, the OCC, officially permitted national banks to conduct cryptocurrency operations for clients. Now, banks can operate under a riskless principal model, acting as intermediaries in transactions without holding crypto assets on their balance sheets. This decision marks the beginning of a new era for the interaction between traditional finance and digital assets. For the first time, federally chartered banks are receiving a clear signal to legally provide cryptocurrency-related services. This is not merely an experiment. It is a strategic step aim…
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Endolith, a US biotech startup that aims to use AI to revolutionize the metals recovery process, announced this week it has raised $13.5 million in seed funding amid a growing national focus on critical minerals. This initial Series A funding was backed by investors with a national-security focus, with Baltimore-based Squadra Ventures leading the way. Also participating in the funding round were Draper Associates, Collaborative Fund and Overture Climate Fund. Endolith is currently developing an AI-guided process that uses microbes to extract copper and other critical minerals from low-grade and complex ores. This method, the Denver-based startup said, could offer …
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The spot Bitcoin ETFs (exchange-traded funds) have been in good form over the past few weeks, receiving renewed interest from investors in the United States. This recent spurt of momentum has been a rare bright spark in the crypto market, which has been overwhelmed with investor uncertainty lately. Interestingly, the typically straight line between the spot Bitcoin ETFs’ performance and the BTC price action has not been particularly straight in the past few weeks. While the crypto-linked financial products have shone in the past few days, the underlying premier cryptocurrency has seen better days. Spot Bitcoin ETFs Record $1 Billion In The Past Week According to the lat…
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Over the last two years, the performance of the US-based Bitcoin ETFs (exchange-traded funds) has been a fair reflection of the current market sentiment. With consecutive weeks of capital outflows, there is no doubt about the predominantly bearish climate of the market. This worsening sentiment can be seen in BTC’s dip below the psychological $100,000 price level. While selling pressure from various investor classes has been identified as one of the major factors behind BTC’s price decline, it is difficult to overlook the concurrent woeful performance of the Bitcoin ETFs. Bitcoin ETFs Record $492 Million Outflow To Close Week According to the latest market data, the US…
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Data shows Bitcoin has witnessed a notable amount of gains during the US trading session in December so far, a shift compared to the November trend. Bitcoin Has Performed The Best During US Trading Session This Month As explained by CryptoQuant community analyst Maartunn in a new post on X, the American trading session has flipped for Bitcoin in December. Below is the chart shared by Maartunn, which compares the returns that BTC has achieved across the different trading sessions over the past month. The trading sessions here have been divided based on when investors of a major market are typically active. Bitcoin and other blockchain-based assets run 24/7, so there nat…
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Most Read: WTI Oil: Crude rallies above $60 on fresh US sanctions and US million-barrel purchase The annual inflation rate in the US rose slightly to 3.0% in September, the highest since January, but was still lower than the 3.1% forecast. What Went Up: The biggest push came from Energy prices, which jumped 2.8% due to higher costs for fuel oil and a smaller drop in gasoline prices compared to August. Prices for new cars also rose slightly faster. What Slowed Down: The rate of price increases slowed for food, used cars/trucks, and transportation services. Shelter costs (rent/housing) stayed steady at 3.6%. The key point for the market was that the annual Core Inflation ra…
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Markets just received the report for the much-anticipated Core PCE, which came exactly as expected – The month-over-month Core release came at 0.3 % vs 0.3% expectations. All data components are once again exactly as expected, Core PCE is calculated from already released data, so not surprising to get accurate expectations. This brings the y/y total to 2.6% for the headline and 2.9% for the Core. Canada released their own GDP data which came at -0.1%, a miss on the already weak 0.1% m/m expectations. Annualized, the Canadian GDP is at -1.6%! Canada is still awaiting for a proper relaunch of their slowing economy, and the Loonie that was strenghtening these past few da…
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