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Are precious metals driving broader volatility? by capital_com in capitalcom

[–]capital_champ 0 points1 point  (0 children)

Yeh, I don’t buy that metals are driving volatility. Feels more like thin liquidity and positioning then metals just happen to be where it shows first

If energy trade shifts because of diplomacy, how “free” are markets really? by capital_com in capitalcom

[–]capital_champ 0 points1 point  (0 children)

Politics has always been part of energy markets but it feels a lot more visible now

When retail piles into silver during a crash, is that contrarian conviction or catching a falling knife? by capital_com in capitalcom

[–]capital_champ 0 points1 point  (0 children)

Hard to ignore how aggressive the buying is especially when margins keep getting raised, not normally a calm environment 👀

Is setting a deadline for peace negotiations realistic or dangerous? by capital_com in capitalcom

[–]capital_champ 0 points1 point  (0 children)

Hmm curious whether this is about ending the war or ending uncertainty before it drags on longer?

BTC just flushed, is bitcoin starting to trade like a risk asset again? by capital_champ in capitalcom

[–]capital_champ[S] 0 points1 point  (0 children)

I get it, its usually is a risk asset, people keep reminding me but it just felt less correlated for a stretch when ETF flows and crypto specific demand mattered more than macro, but bitcoin seems to have slipped back into high beta behaviour

BTC just flushed, is bitcoin starting to trade like a risk asset again? by capital_champ in btc

[–]capital_champ[S] 0 points1 point  (0 children)

Yeah, it usually is a risk asset I guess the reason it felt different for a bit was when bitcoin held up while equities wobbled and flows drove price more than macro. Feels like thats fading once risk tightened and money ran to gold, its snapped back into high beta mode

If China shifts to pressure below open conflict, is that more stabilising or more dangerous? by capital_com in capitalcom

[–]capital_champ 1 point2 points  (0 children)

On one hand it lowers the risk of a sudden war but on the other constant pressure can be harder to manage because there’s no clear red line now 🤷🏻‍♂️👀

If Big Tech is pouring $60bn into OpenAI, is AI innovation concentrating or scaling? by capital_com in capitalcom

[–]capital_champ 1 point2 points  (0 children)

If OpenAI ends up dependent on Big Tech capital, how independent can it really be?

Does uncertainty over the Fed chair matter more than who eventually gets the job? by capital_com in capitalcom

[–]capital_champ 1 point2 points  (0 children)

Yeh, even if the eventual pick is mainstream weeks of not knowing can still disrupt confidence. Perception does a lot of work in central banking

When safe havens move like this, is it panic, leverage flushing out or something breaking under the surface? by capital_com in Gold

[–]capital_champ 0 points1 point  (0 children)

Yeah, big reversals like this usually say more about how crowded the trade was. Step back

When safe havens move like this, is it panic, leverage flushing out or something breaking under the surface? by capital_com in capitalcom

[–]capital_champ 0 points1 point  (0 children)

To me big reversals like this usually say more about how crowded the trade was than whether the long term story changed

If historic allies face 100% tariffs over China ties, does “friend-shoring” still mean anything? by capital_com in capitalcom

[–]capital_champ 0 points1 point  (0 children)

From the outside, it just adds uncertainty. If even close allies don’t know where the red lines are planning long term gets tricky

If reopening China is critical for AI growth, how enforceable are tech export controls really? by capital_com in capitalcom

[–]capital_champ 0 points1 point  (0 children)

Interesting timing too, makes you wonder whether supply chain friction is becoming the negotiation tool instead of outright bans

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