Weekly Digest: Global Markets, AI Arms Race & Market Mania

📊 U.S. Labor Market: An “Ironclad” Report

Today’s NFP data caught the market off guard: +115K jobs were added, nearly doubling the forecasted +65K. This indicates an overheating economy, giving the Fed a clear reason to delay any interest rate cuts. Unemployment remains steady at 4.3%.

⚔️ Geopolitical Seesaw in the Strait of Hormuz

The week was dominated by the U.S.-Iran standoff. Following blockade threats and Fox News reports of a “major war” risk, the market finally found some relief: Axios reports of a potential memorandum sent WTI crude oil crashing by -8% almost instantly.

💰 Bitcoin: Records and the First Outflow

BTC closed April with its best performance of the year (+12%). Over the first three days of May, ETFs saw over $1 billion in inflows; however, May 7 marked the first net outflow of the week as investors began taking profits at local highs.

🏛️ Regulatory Breakthrough: The CLARITY Act

The U.S. Senate Banking Committee is set to vote on the crypto market structure bill. This is the most anticipated event for institutions, as it could finally establish a definitive legal framework for crypto in the United States.

🖨️ Tether’s Billions and Morgan Stanley’s Strategy

Tether minted another 1 billion USDT on the TRON network—a move that typically precedes market rallies. Simultaneously, Morgan Stanley has officially recommended that clients allocate up to 4% of their portfolios to BTC.

🤖 The AI Revolution: NVIDIA, Apple, and Google

NVIDIA and Corning are partnering to build an “optical nervous system” for AI. Apple is in final testing for camera-equipped AirPods (“Eyes for Siri”), while Google secured a record €9 billion loan to fund the AI race and data center expansion.

💎 Ethereum: RWA Dominance and BitMine

Tokenized U.S. Treasuries on Ethereum hit a record $8 billion. Meanwhile, the giant BitMine continues its aggressive accumulation, now controlling 4.29% of the entire ETH supply.

📀 Gold: The Safe Haven

Amid military risks, China continues its 18-month gold-buying streak. Investors are flocking to XAUt (gold-backed stablecoin) to shield their capital from the volatility seen in altcoins.

📈 “Maniacal” Stock Growth

The put-call ratio has dropped to its lowest point in 15 years, signaling extreme optimism in U.S. equities. Bloomberg Intelligence warns that the current growth trajectory has officially reached “maniacal” levels.

💎 TON Ecosystem & Aptos Investments

Toncoin (+85% this week) became the star of the altcoin market following Telegram’s latest announcements. Meanwhile, Aptos invested $50 million into financial AI infrastructure, aiming for leadership in the “Smart-DeFi” sector.