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@tnam0x

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248 Followers
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Nam Tran
@tnam0x
Trung Quốc 🇨🇳 cáo buộc Mỹ 🇺🇸“lạm dụng các biện pháp kiểm soát xuất khẩu” sau khi Hoa Kỳ cảnh báo doanh nghiệp không sử dụng chip AI Ascend của Huawei. Bắc Kinh tuyên bố: - Mỹ đang phá vỡ thỏa thuận đạt được tại đàm phán Geneva. - Kêu gọi Mỹ sửa sai. - Trung Quốc cảnh báo sẽ có biện pháp đáp trả nếu Mỹ tiếp tục hành động đơn phương. Source ThuanCapital
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@tnam0x
Ít nhất 14 tiểu bang của Mỹ đang nắm giữ cổ phiếu MicroStrategy (MSTR) thông qua các quỹ hưu trí và quỹ ngân khố công. - California dẫn đầu với hơn 690.000 cổ phiếu (≈ 276 triệu USD), do Hệ thống Hưu trí Giáo viên Tiểu bang California (California State Teachers’ Retirement System - CalSTRS) và Hệ thống Hưu trí Công chức California (California Public Employees’ Retirement System - CalPERS) nắm giữ. CalPERS cũng là quỹ hưu trí công lớn nhất nước Mỹ. - Florida xếp thứ hai với 221.860 cổ phiếu (≈ 88 triệu USD). - Wisconsin sở hữu 127.528 cổ phiếu (≈ 51 triệu USD). Các bang khác cũng đầu tư bao gồm North Carolina, New Jersey, Maryland, Ohio, Texas, Kentucky, Arizona, Utah, Colorado, Louisiana và Illinois. Source X @Julian__Fahrer Source ThuanCapital
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@tnam0x
The Qatar Investment Authority 🇶🇦 is expected to invest $500 billion in the U.S. 🇺🇸 over the next 10 years. Saudi Arabia has also pledged $600 billion in investments in U.S. energy, technology, defense, and infrastructure sectors.[](https://www.whitehouse.gov/fact-sheets/2025/05/fact-sheet-president-donald-j-trump-secures-historic-600-billion-investment-commitment-in-saudi-arabia/) In addition, Saudi Aramco has signed 34 preliminary agreements with U.S. companies, valued at up to $90 billion, demonstrating Saudi Arabia’s commitment to strengthening commercial ties with the United States.[](https://www.reuters.com/business/energy/saudi-aramco-signs-deals-worth-up-90-billion-with-us-companies-2025-05-14/) Source ThuanCapital
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@tnam0x
Tổng thống Trump cho biết Ấn Độ 🇮🇳đã đề xuất một thỏa thuận thương mại với Hoa Kỳ nhằm xóa bỏ thuế quan đối với nhiều mặt hàng của Mỹ Source ThuanCapital
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@tnam0x
Ukraine 🇺🇦 đang lên kế hoạch thành lập một quỹ dự trữ Bitcoin quốc gia, phối hợp cùng Binance để triển khai sáng kiến này. Một dự thảo luật liên quan đang được soạn thảo và sẽ sớm được trình lên. Source ThuanCapital
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VanEck launches tokenized government bond fund The fund is now operational on Ethereum, Avalanche, Solana, and BNB Chain, with support from Securitize and Wormhole. Source ThuanCapital
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@tnam0x
The new Chairman of the U.S. Securities and Exchange Commission (SEC), Paul Atkins, stated that one of his top priorities during his tenure will be to develop a streamlined regulatory framework for the cryptocurrency asset market. The goal is to establish clear rules regarding the issuance, custody, and trading of crypto assets, thereby creating a more transparent and fair environment for both investors and businesses. Source ThuanCapital
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@tnam0x
Chinese Vice Minister of Commerce 🇨🇳 Li Chenggang stated that any agreement reached must "serve China's development interests." (Source: X @KobeissiLetter) This is a positive signal, as it confirms from the Chinese side that both the U.S. and China are working toward a deal. Trade agreements are not forged through harsh political rhetoric but are formed when both parties feel they are winning and can accept the associated consequences. Source ThuanCapital
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The Vanguard Mid-Cap Index Fund purchased 542,049 shares of Strategy₿ (MicroStrategy) in Q1 2025, valued at $165.3 million. The fund's total holdings now amount to 2.59 million shares, worth over $1 billion.[](https://x.com/BitMemesDaily/status/1921270979398889488) Source ThuanCapital
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Cathie Wood (Ark Invest) remains confident that Bitcoin's price could reach $700,000–$750,000 by 2030 in a base case scenario and $1.5 million in a bullish scenario. She believes Bitcoin has significant growth potential as financial institutions are just beginning to participate, with about 1 million BTC yet to be mined, and vast opportunities in emerging markets. Additionally, Bitcoin is increasingly replacing gold as a store of value. Source ThuanCapital
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President Trump announced that following U.S.-mediated talks, India 🇮🇳 and Pakistan 🇵🇰 have agreed to implement a full and immediate ceasefire. Source ThuanCapital
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@tnam0x
BlackRock has updated its S-1 filing for the Ethereum ETF (ETHA), adding that it may allow in-kind creation and redemption of ETF shares, meaning using Ethereum directly instead of cash to issue and redeem shares, if approved by the SEC. Source ThuanCapital
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Nearly 1 billion USD in crypto leverage orders were liquidated in the past 24 hours, of which 836 million USD were short orders.[](https://x.com/ThuanCapital/status/1920631399884738939) Source ThuanCapital
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@tnam0x
President Trump believes that Fed Chairman Jerome Powell is reluctant to lower interest rates because he dislikes Trump. Nevertheless, Trump concludes that even without Fed support, the U.S. economy remains stable. President Trump criticizes Fed Chairman Jerome Powell for not cutting interest rates as other countries, such as China and the United Kingdom, have done. He believes that if the Fed were to lower interest rates, the U.S. economy would accelerate like it had a "jet engine." Source ThuanCapital
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@tnam0x
U.S. Treasury Secretary Scott Bessent announced that trade negotiations with China will begin on Saturday. Bessent emphasized that these are merely initial steps, not “ Aleppo, Syria, advanced-stage negotiations. This is positive, as it helps manage expectations to prevent the market from overreacting. Scott Bessent is typically very cautious when sharing information. Source ThuanCapital
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@tnam0x
🔥 New Hampshire unexpectedly becomes the first U.S. state 🇺🇸 to allow its state treasurer to invest public funds in Bitcoin and other digital assets, following Governor Kelly Ayotte’s signing of House Bill HB302. The law permits up to 10% of the state’s general fund and other authorized funds to be invested in eligible assets, which must have a market capitalization exceeding $500 billion (effectively applying only to Bitcoin). The bill also mandates secure custody measures, through state-managed systems, regulated custodians, or ETF products. HB302 passed narrowly in the House and received strong support from Senate committees, positioning New Hampshire as a pioneer in integrating digital assets into public financial strategy. Source ThuanCapital
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@tnam0x
KULR has purchased an additional 42 BTC (approximately $4 million) at about $94,403 per bitcoin. As of May 6, 2025, they hold 716.2 BTC with an average purchase price of approximately $96,342 per bitcoin. Source ThuanCapital
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The U.S. has rejected Japan's 🇯🇵 request for a complete exemption from retaliatory tariffs but is open to considering a reduction of the 14% tariff set to resume on July 9 (after a 90-day suspension ends). U.S. officials emphasized that extending the 10% tariff or reducing the 14% tariff will depend on the progress of negotiations. Source ThuanCapital
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The stablecoin bill named the “GENIUS Act” may face an initial procedural vote as early as this Thursday in the U.S. Senate. Senator Elizabeth Warren has vowed to rally allies to block the bill, claiming it is a shady deal with signs of corruption.[](https://blockzeit.com/genius-act-gains-traction-in-senate-as-warren-protests/) Source ThuanCapital
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@tnam0x
Metaplanet 🇯🇵 continues to issue zero-interest bonds to purchase BTC, so why are people willing to lend them money at 0% interest?The key lies in Metaplanet's issuance of a series of stock acquisition rights tied to the bond issuance. In other words, they allow investors to buy company shares in the future at a predetermined price. This is somewhat similar to MicroStrategy's convertible bonds but slightly more complex, possibly because Japanese law may not permit the issuance of convertible bonds 🤷‍♂️. Source ThuanCapital
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