Analysis
Market breakdowns, forecasts, and expert editorial materials on the UNUM portal.
The Stablecoin Market Shrinks by $14.2 Billion. What Does This Mean for Cryptocurrencies?
In the past 30 days, the supply of stablecoins has decreased by $14.2 billion — the largest drop since June 2022. We explore why the volume of digital dollars is declining, how this relates to the liquidity of the crypto market, and what the reduction could mean for Bitcoin and altcoins. We also identify which indicators can help assess the return of capital.
US Inflation Strengthens Dollar and Changes Fed Rate Expectations
US inflation has exceeded forecasts, increasing expectations for a Fed rate hike and supporting the dollar. We analyze why investors are revising monetary policy forecasts, how this affects currencies, gold, stocks, and cryptocurrencies, and what scenarios are possible ahead of the Fed's December meeting.
Analysts Revise Bitcoin Price Predictions: What Prices Are Expected by 2030
What could Bitcoin be worth by 2030? Banks, investment funds, and independent analysts provide different forecasts, with some already revising their estimates. We compare expert expectations, check the accuracy of previous predictions, and analyze the market factors that could drive BTC to new price levels.
Why Google's Own AI Chips Are a Threat to Nvidia
Google's new TPUs increase pressure on Nvidia. But can these proprietary AI accelerators lower computing costs and shift the balance of power in the market? We analyze the economics of TPUs and GPUs, Nvidia's advantages, the impact of new chips on Google Cloud's profits, and the implications of competition for Alphabet and Nvidia investors.
Coinbase Changes Business Model: Will Cryptocurrency Custody Be More Profitable Than Trading?
Coinbase has received federal trust status and is strengthening its position in the institutional cryptocurrency custody market. We compare trading revenues and custody services, analyze financial reports, demand from funds, and competition with banks. Can asset custody become a more profitable and sustainable business for Coinbase?
Axi Connects Claude to MT5: How AI Manages Trades
Axi has introduced the integration of Claude with MetaTrader 5 via the MCP protocol. Traders can access account data, check positions, and send trading commands directly in chat. We explain how the tool works, what tasks it solves, and why trades through AI require oversight.
Bitcoin dropped to $73,700 — why the decline in BTC cannot be explained solely by ETF outflows
Bitcoin fell to $73,708 — the lowest point in over two months. However, outflows from spot ETFs do not fully explain the movement. We analyze open interest, liquidations, spot volumes, and the connection between BTC and Nasdaq 100 to understand what factors intensified the decline and what signals investors should watch for.
November 9–13: US Inflation and AI Company Reports to Shape Market Sentiment
After the drop in Nasdaq, markets await data on US inflation and reports from AI infrastructure companies. From November 9 to 13, investors will assess CPI, PPI, results from CoreWeave, Cisco, and Applied Materials, as well as statistics from China and Europe. We analyze what is priced in, what surprises may change rate expectations, and which signals to watch in stocks, bonds, oil, and Bitcoin.