Rafael Puerari
@rafapuerari
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Despite their geopolitical rivalry, the United States and China have forged a surprising partnership in artificial intelligence research, as highlighted by data from Georgetown Universityâs Emerging Technology Observatory. Over the past decade, researchers from these two nations have co-authored more than 46,000 AI papers, outpacing any other international collaboration. This cooperation, involving elite institutions like Stanford, MIT, and Tsinghua University, has driven significant advancements in fields such as machine learning and natural language processing. While tensions persist between the two powers, their shared efforts in AI demonstrate a unique intersection of competition and collaboration, yielding breakthroughs that shape the global technological landscape. 0 reply
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Over the past two years, the Nasdaq has gained 80%, while Bitcoin has gained 386% â albeit with average declines of 20%. Both markets have seen notable corrections, ranging from 7% to 13% for the Nasdaq, largely triggered by weak US jobs data, recession fears, and Japanâs surprise rate hike that rattled global carry trades. Tech giants like Nvidia have been hit especially hard by profit-taking, but have managed to recover in line with the broader market recovery.
Despite the possibility of more volatility as central banks keep interest rates higher, the main positives still line up across both markets: a supportive policy environment in the US, strong institutional inflows, and continued innovation â be it AI in stocks or blockchain in cryptocurrencies. Inflationary pressures and tariff wars remain concerns, but the overall trajectory is tilted toward growth 0 reply
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Tracking 12âMonth Average User Retention Across Blockchain Networks
While all networks experience a decline in user retention over time, the extent of that decline differs considerably. For example, Near retains 16% of its users after 12 months, suggesting strong engagement likely due to factors like user-friendly design, active community involvement, or unique ecosystem features. In contrast, networks like Sei Network and Avalanche only retain about 3% of their users after the same period, highlighting challenges in maintaining longâterm user engagement. Overall, the variation in retention rates underscores that beyond initial adoption, elements such as a compelling longâterm value proposition, continuous ecosystem development, and a positive user experience are critical for sustaining user loyalty. This insight is particularly valuable for developers and investors assessing the long-term viability of different blockchain environments. 0 reply
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Foreign investors are pulling money out of Asian equities, excluding China, due to concerns over high stock valuations and geopolitical tensions in the Middle East. This shift has led to a net divestment of $7.61 billion in countries like India, Indonesia, Thailand, Vietnam, South Korea, Taiwan, and the Philippines, contrasting with last month's net purchases of $759 million driven by optimism over potential U.S. rate cuts. Simultaneously, investors are redirecting funds into Chinese and Hong Kong stocks following Beijing's stimulus measures, with $5.81 billion flowing into China-focused funds. Indian stocks experienced significant outflows of $5.35 billion in October, largely due to disappointing corporate results and valuation concerns, while other markets like Taiwan, South Korea, Thailand, and Indonesia also saw notable outflows. 0 reply
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Institutional Bitcoin Accumulation: A Growing Trend
Institutional interest in Bitcoin has increased, with major companies and the launch of Bitcoin Exchange-Traded Funds (ETFs) marking significant investment milestones. MicroStrategy leads the way, holding over 1% of the total Bitcoin supply, with others such as Marathon Digital, Galaxy Digital and Tesla also heavily invested. Canadian and international companies such as Hut 8, Hive, Nexon and Phoenix Digital Assets are also accumulating Bitcoin. Combined, these companies hold over 340,000 BTC, reflecting strong institutional confidence. Bitcoin ETFs have further fueled accumulation, adding over 91,000 BTC recently, bringing total control to around 1.24 million Bitcoin, or 6.29% of the total supply. 0 reply
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Global Bitcoin Adoption Trends: An Overview from 2019-2024
From 2019 to 2024, Bitcoin adoption has shown varying trends across countries, reflecting changes in the global cryptocurrency landscape. Argentina has seen a notable increase in Bitcoin usage, reaching 30% in 2024, largely driven by economic instability. Similarly, Brazil and India have seen significant growth in adoption, particularly in 2022, driven by the rise of digital financial services. In contrast, Switzerland and the United States have shown a more steady and gradual increase, suggesting more controlled and mature markets. Overall, these trends highlight a growing global interest in Bitcoin as an investment asset and a hedge against economic uncertainty. 0 reply
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Emerging Asian currencies outperformed their Latin American counterparts in August, buoyed by a weaker dollar. The Philippine peso (PHP) saw its best monthly gain in 18 years, while the Indonesian rupiah (IDR) reached its highest level in over four years. In contrast, Latin American currencies like the Mexican peso (MXN) faced significant declines due to domestic challenges and fluctuating commodity prices. Despite this, the softer dollar and hopes of a U.S. economic soft landing offer emerging markets some relief, creating opportunities to cut interest rates and focus on domestic growth. According to Ehsan Khoman, head of emerging market research at MUFG, central banks in countries such as the Philippines, Singapore, South Africa, South Korea, Taiwan, and Turkey are expected to follow the lead of early rate-cutters in Latin America and Central and Eastern Europe for the remainder of the year. 0 reply
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Global Bitcoin Adoption Trends: A 2019-2024 Overview
Summary: From 2019 to 2024, Bitcoin adoption has shown varied trends across countries, reflecting shifts in the global cryptocurrency landscape. Argentina has seen a notable increase in Bitcoin usage, reaching 30% in 2024, largely driven by economic instability. Similarly, Brazil and India have experienced significant growth in adoption, particularly in 2022, due to the rise in digital financial services. In contrast, Switzerland and the United States have exhibited a steadier, more gradual increase, suggesting more controlled and mature markets. Overall, these trends highlight a growing global interest in Bitcoin as both an investment asset and a hedge against economic uncertainty. 0 reply
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Tokenized treasury funds, which are blockchain-based representations of U.S. Treasury bills, reached a $2 billion market cap on Saturday, according to RWA.xyz. These funds, which provide yields similar to traditional treasuries but allow for faster trading on the blockchain, have seen rapid growth since their emergence in 2023, surpassing the $1 billion mark in April 2024 and doubling in size over the past five months. Although still a small fraction of the $27 trillion bond market, the tokenized treasuries sector is expanding, with Ethereum and Stellar currently dominating the space. Additionally, Centrifuge, a crypto startup, is launching a new on-chain lending market on the Base blockchain, allowing institutional clients to use tokenized treasuries as collateral without selling the tokens 0 reply
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