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More →Nohshad Shah: Rising real interest rates could test the AI boom
CoinWorld news, Nohshad Shah, head of fixed income sales for Europe, the Middle East and Africa at Citadel Securities, said that rising real yields on U.S. Treasuries could test the AI boom. He estimates that about one-third of hyperscalers' capital expenditure this year is financed by debt, so higher financing costs will make the ability to generate future cash flow even more important. He reiterated his bullish view on hyperscalers such as Microsoft and Google, because their business models are not just about selling the right to use AI models.
Citadel Securities: An Analysis of Why U.S. Treasury Yields Have Risen to Multi-Decade Highs
According to news from Bijie, Citadel Securities believes that the recent rise in U.S. Treasury yields to multi-decade highs is due to strong U.S. economic growth and intensified competition for capital, rather than rising market concerns about inflation. Nohshad Shah, head of fixed income sales for Europe, the Middle East and Africa at Citadel Securities, pointed out in a note to clients on Monday that almost all of the increase in 10-year U.S. Treasury yields in September came from real yields, while inflation expectations remained relatively stable. He said the market is assessing the strength and sustainability of economic growth, as well as the real interest rates needed to accommodate that growth. Shah also noted that higher potential returns are encouraging companies to increase investment in AI, but the related financing activities and persistent government deficits will intensify competition for capital. The market currently expects about four Federal Reserve rate hikes over the next 12 months, which is reasonable.
The S&P 500 Index rose 0.5% to an intraday high.
CoinWorld news, the S&P 500 index rose 0.5%, climbing to an intraday high.
Bitcoin public treasury accumulates 3,342 BTC, liquidity shift
Coinpedia reports: Public treasuries added 3,342 BTC over the past week, bringing their total holdings to 922,971 BTC. Meanwhile, Ethereum saw stablecoin outflows of $974 million, while Solana and Tron absorbed $371 million and $215 million respectively. Although DEX spot and perpetual contract trading volumes both declined week-over-week, GMX's trading volume surged by 243.76%.
Popular Chinese concept stocks strengthened, among which
According to BiJie News, popular Chinese concept stocks strengthened, with GDS up over 7%, Alibaba up nearly 4%, Pony.ai up 3%, and Baidu, JD.com, and NIO up over 2%.
The Ethereum Foundation explores native transaction assertions to ensure transaction outcomes.
According to Bijiie, the Ethereum Foundation's Trillion Dollar Security Initiative has identified blind signing and transaction uncertainty as user experience risks, and is exploring native transaction assertions as the next step to ensure the final outcome of transactions, alongside clear signing. The article discusses why a valid signature does not always guarantee the transaction outcome.
The U.S. Treasury's three-month bill auction stopped at 4.045%.
According to BiJie News, the U.S. Treasury auctioned three-month Treasury bills with a high yield of 4.0450% and a bid-to-cover ratio of 2.51. Meanwhile, the six-month Treasury bills had a high yield of 4.165% and a bid-to-cover ratio of 2.79.
You think the dollar only trades the Federal Reserve.
CoinWorld news: You thought the dollar was only trading on the Fed, so why is it that when nonfarm payrolls came in cold and October rate hike expectations plunged to 20%, the dollar only dipped briefly before climbing right back? This article breaks down how the dollar smile curve works and where we are on the smile right now >>
A survey shows that 72% of employers are willing to pay higher salaries for AI skills.
CoinWorld data: Fortune reports that 72% of employers say they are willing to pay higher salaries for employees with AI skills. Although many workers worry that AI will replace their jobs, new data shows that employees with in-demand AI skills will actually have a salary advantage. According to talent consulting firm Robert Half, more than half of employers plan to offer higher-than-expected salaries in 2027 to attract new employees. The number of AI job postings has doubled since 2023, with an average salary of about $177,000, compared with an average salary of about $80,000 for non-AI positions.
On October 5, Bitcoin ETFs saw a net inflow of 1,918 BTC, while ETH saw a net outflow of 23,500 ETH.
Bitcoin ETF saw a single-day net inflow of 1,918 BTC on October 5, with a seven-day net inflow of 2,645 BTC. Ethereum ETF saw a single-day net outflow of 23,500 ETH, with a seven-day net outflow of 52,100 ETH.