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Is Ethereum the better war-proof investment than BTC? How is Solana planning on becoming quantum-resistant?

00:00 Intro
00:31 Disclaimer
00:35 Preview
00:58 Bitcoin
03:25 Ethereum
05:32 Solana
07:31 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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Geopolitical tensions remain elevated as uncertainty around the Strait of Hormuz keeps oil markets tight, with no clear resolution in sight. Despite this, global equities continue to show resilience. Central banks are holding rates steady, but the tone is shifting — particularly in Europe, where inflation concerns persist even as growth weakens.
At the same time, AI optimism continues to dominate market sentiment. Strong earnings from industrials and tech-linked sectors highlight how AI-driven investment is feeding into the real economy. Meanwhile, Apple’s latest results show a different approach — strong cash returns and limited AI spending, but increased reliance on...

Geopolitical tensions remain elevated as uncertainty around the Strait of Hormuz keeps oil markets tight, with no clear resolution in sight. Despite this, global equities continue to show resilience. Central banks are holding rates steady, but the tone is shifting — particularly in Europe, where inflation concerns persist even as growth weakens.
At the same time, AI optimism continues to dominate market sentiment. Strong earnings from industrials and tech-linked sectors highlight how AI-driven investment is feeding into the real economy. Meanwhile, Apple’s latest results show a different approach — strong cash returns and limited AI spending, but increased reliance on...

Microsoft, Amazon and Alphabet posted strong earnings, with cloud growth confirming that the AI boom is translating into real revenue. From Amazon’s fastest cloud expansion in years to Microsoft’s 39% Azure growth, the AI trade looks alive and well.
At the same time, oil prices are surging above $113, shaking the macro outlook. Rising energy costs are pushing inflation expectations higher and complicating the path for the Federal Reserve and other central banks.
So… is the AI rally strong enough to withstand an oil shock?

Listen to find out more!

Ipek Ozkardeskaya has begun her financial career in 2010 in...

Two major headlines hit markets yesterday: a report that OpenAI may be missing internal revenue and user growth targets, and the United Arab Emirates are stepping away from OPEC. Nasdaq 100 fell 1%, as oil prices rallied on near-term supply concerns, even as longer-dated contracts signalled a more cautious medium-term outlook. Later today, investors will focus on the Fed decision and Big Tech earnings from Microsoft, Google and Meta. Let’s see if the latter could keep investors in the mood!

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Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of...

With no progress on Middle East peace talks, rising tensions are pushing energy prices higher, complicating the outlook for inflation, central banks and global growth. The BoJ leaved rates unchanged but revised growth projections lower and inflation forecast higher. The Fed may be on hold for longer, as well. while policymakers face a tough trade-off: rising prices and slowing economies.
At the same time, Big Tech is stepping back into the spotlight. Once questioned over massive AI spending and stretched balance sheets, tech giants are now seen as a relative safe haven in a fragile market environment. But there’s a...

Markets are kicking off the week in a risk-on mood — but is it built to last?
Renewed peace hopes in the Middle East are helping ease geopolitical tensions, pulling energy prices slightly lower and boosting equities across Asia, the US and Europe. At the same time, earnings season is delivering: a strong majority of companies are beating expectations, keeping the bullish momentum alive.
Beneath the surface, cracks are forming, but the latter is also softening the central bank expectations!

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Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of...

Bitcoin is finally showing us some strength!

#crypto #cryptonews #cryptotrading #swissquote

_____
👉 Discover our brand and philosophy:
https://www.swissquote.com/en/group
_____
👉 Deepen your trading and investing knowledge with Swissquote Inspire: explore our articles, analyses, webinars and exclusive content:
https://www.swissquote.com/private/inspire
_____
👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit:
https://www.swissquote.com/en/careers

Geopolitical tensions remain elevated as markets navigate fragile ceasefire dynamics, rising oil prices, and persistent inflation pressures. Brent crude is consolidating near the $100 per barrel level, keeping global yields elevated and reinforcing concerns about the inflation outlook. At the same time, macro data is beginning to reflect the strain, with European activity—particularly in services—showing signs of weakness under higher energy costs.
Equity markets remain resilient near all-time highs, but internal dispersion is increasing. Software stocks came under pressure after IBM’s results raised questions about AI disruption to traditional business models, while semiconductor names continue to outperform on strong AI-driven...

Major US indices hit fresh record highs yesterday but the contrast between market prices and fundamentals is striking. Geopolitical tensions remain elevated, energy markets are volatile and macro data is starting to show strain. Yet risk assets continue to climb, driven less by the physical economy and more by narrative momentum—especially around AI and long-term productivity gains.
The growing gap raises a broader question—are markets still pricing reality, or expectations?

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Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private...