DBCLONG2026-10-31 UTCJurrien Timmer says commodities continue to be a successful diversifier with competitive returns and negative correlation, sitting in a sweet spot on the efficient frontier; our reading: bullish broad commodities (DBC).
MULONG2026-10-31 UTCRelays a Citi note arguing DRAM/HBM supply stays tight through 2027-2028 as AI demand accelerates and Micron leans on long-cycle greenfield capacity; our reading: bullish MU.
7751.TSHORT2026-10-30 UTCSemiAnalysis says Canon cut its 2026 i-line stepper plan for the second time this year, with share loss in China an important driver; our reading: bearish Canon (7751.T).
FABLES TGE moved to Oct 20. Points holders must choose a conversion option by Oct 19 or lose their claim.
32% of VAR supply goes to the genesis airdrop. Weekly points (~150k/week reported) until TGE.
Token confirmed, separate from DYDX. Season 1 points drop every Wednesday for trading, deposits and referrals.
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ZRO
