Emilyvuong

General Secretary and President Tô Lâm was received by Chinese President Xi Jinping in Beijing during a state-level ceremony.
The welcoming ceremony included 21 gun salutes — the highest level reserved for heads of state.
Unlike previous occasions, Western newspapers haven't said much about this visit, and it's unclear whether any significant announcements will be made following the visit.

NVIDIA launches “Ising” - an AI model for direct use with quantum computers
Unlike conventional AI models, Ising is not used to generate content, but instead focuses on two core quantum problems: Hiệu chuẩn (calibration) and sửa lỗi (error correction).
Quantum systems are inherently extremely sensitive to noise, and errors occur constantly, making it impossible to run real workloads. Ising is built to handle large volumes of measurement data from qubits, thereby automatically optimizing and adjusting the system in real time.
According to NVIDIA, this solution helps with:
- Increase pro

📍 Future Fed Chair announces assets: Holds crypto and invests in Polymarket.
📌 Kevin Warsh has just disclosed assets estimated at around $131M-$209M in financial filings. The portfolio includes approximately 1,800 investments, many of which do not disclose full details (disclose full), especially Warsh has exposure to:
- Crypto infrastructure
- Prediction markets
- AI platforms
📌 This is the process to become a senior official (Fed Chair), Warsh must file with the U.S. Senate (for approval) and the U.S. Office of Government Ethics (to check for conflicts of interest).
📌 Financi

📍 Goldman Sachs has just filed with the SEC for the Bitcoin Premium Income ETF product — a new approach for $BTC
📌 Instead of holding BTC directly, this fund will:
- Acquire exposure through a spot Bitcoin ETF
- Then sell call options on that position (40-100% exposure)
📌 This means it doesn't necessarily have to increase in the short term; holding the Bitcoin Premium Income ETF will generate yield from the price movements of BTC itself.
📌 It has not been approved yet. The earliest possible launch is by the end of June 2026. Wall Street is starting to launch Bitcoin ETF derivatives.
📌 It

📍Does the world really lack oil when Hormuz is blocked?
📌 If the Strait of Hormuz stops operating, the oil supply of ~20 million barrels/day disappears, equivalent to 20% of the global oil supply.
📌 Countries begin looking for replacement sources:
- Surplus production: +3 million/day
- Iran still exports: +2 million/day
- Saudi East-West supply: +5 million/day (ceiling ~7 million)
- UAE ADCOP: +0.8 million/day (ceiling ~1.8 million)
- Iraq Kirkuk–Ceyhan: +0.3 million/day
-> Up to a maximum of 10.5 million barrels/day can be made up. Still a shortfall: ~6.4 million barrels/da

The United States upgrades military cooperation with Indonesia
The US and Indonesia have agreed to elevate their relationship to a Major Defense Cooperation Partnership — “Major Defense Cooperation Partnership” (MDCP), which is the third level of cooperation equal to India, Singapore, and Vietnam.
Looking at the position, perhaps Trump has not hidden his main goal at all.
Note that the US and the Philippines have long been military allies, with many US military bases stationed on the archipelago.

God of War

The White House warns: Any ship approaching the U.S. "blockade" area will be destroyed immediately.
Trump emphasized that he will use the same attack mechanism as when targeting drug trafficking ships at sea.
The U.S. announced it has sunk most of Iran's navy fleet, (158 ships according to Trump). The remaining small ships, (fast attack boats), have not been attacked because they are not yet considered a threat.

Q1/2026 becomes the largest net selling wave of US Tech in over 5 years, with Software accounting for approximately 60% of total sales.
Hedge funds' net exposure to US Software drops from around 7% to about 1.4%.
Long/Short ratio also plummets sharply → not only reducing positions but also actively shorting.
=> Funds are not just decreasing purchases. They are cutting positions and increasing shorts simultaneously.
For ten years, SaaS has been a familiar money-making model on Wall Street.
- 2021-2022: high exposure, software as the core bet
- 2023 peaks
- 2024-2025: capital begin

🔴🔴🔴Live: The trilateral negotiations between the US, Iran, and Pakistan have just officially begun in Pakistan.
The US delegation includes JD Vance, Jared Kushner, and Steve Witkoff.
The Iranian delegation includes Foreign Minister Araghchi and Parliament Speaker Ghalibaf.

📍March CPI is temporarily stable despite sharp increases in energy prices
📌Specific details of the March CPI headline:
+3.3% YoY (below the 3.4% forecast, up from 2.4%)
+0.9% MoM (below the 1.0% forecast, higher than 0.3% last month)
-> The strongest MoM increase since 06/2022
📌Core CPI:
+2.6% YoY (below the 2.7% forecast, up from 2.5%)
+0.2% MoM (below the 0.3% forecast, same as last month)
📌 Main driver from energy
- Energy +10.9% MoM
- Gasoline +21.2% MoM (highest since 1967)
- Fuel oil +30.7% MoM
-> Gasoline prices contribute about 2/3 of the CPI increase
Core

🟡 US GDP for Q4 continues to be revised downward to +0.5%
📌 Q4 GDP continues to be adjusted down to +0.5% QoQ (annualized), from +0.7% previously and much lower than the +4.4% figure of Q3.
📌 The growth structure remains unchanged: the private sector (goods and services) remains the main pillar, while the public sector drags down growth. The federal government contributes -0.96 percentage points to GDP. Completely opposite to Bidenomics
📌 The main components after adjustment:
🔸 Consumer spending (PCE): +1.9% (unchanged)
🔸 Private investment: +1.5% (from +1.6%)
🔸 Housing: -1.7% (from -0.

⚡️BTC is facing the choice to break the price channel after 2 months of sideways movement in the support zone.
Will we witness a strong price surge in this Q2?

📍February PCE inflation meets expectations
📌 Year-over-year (YoY):
- Headline PCE: +2.8% - in line with forecasts, unchanged
- Core PCE: +3.0% - in line with forecasts, down from 3.1%
-> Lowest since December 2025
📌 Month-over-month (MoM):
- Headline PCE: +0.4% - in line with forecasts, higher than 0.3% last month
- Core PCE: +0.4% - in line with forecasts, unchanged
-> Returns to highest level since February 2025
📌 This increase is mainly driven by non-durable goods, with a sharp decline in services inflation.
📌 Consumer spending +$103.2B. Americans are starting to cut back on non-essent

📍Trump begins to tighten NATO after Iran tensions
📌Trump and Marco Rubio met with Mark Rutte - NATO Secretary General
- Trump said "very disappointed" with NATO allies
- Rutte acknowledged NATO countries will have to contribute more
📌According to WSJ, Trump is considering sanctions against NATO countries that do not support the US in the Iran conflict:
- Reducing US troops in countries considered "not supporting" the US
- Reallocating forces to countries supporting the US/Israel
📌At that moment, Spain announced the reopening of its embassy in Iran. Clearly, NATO is no longer

📍FOMC Minutes: Fed keeps interest rates, continues to wait for data
In the FOMC Minutes, the Fed announced maintaining the interest rate at 3.5%-3.75%. The reasons:
- Inflation remains above target
- The labor market is beginning to slow down, businesses will face pressure from AI
- Risks from energy prices and geopolitical issues
- Risks from the private credit sector.
📌 The Fed's policy direction:
- The Fed leans toward keeping interest rates high for longer
- May cut interest rates once more by the end of 2026
- Not ruling out the possibility of raising rates again if in

💥Money Market & Cash-like ETFs (The 3-month average) has the highest inflow in history. It has now far surpassed the Covid period of 2020.
The whole world is shifting back to cash. Was Berkshire Hathaway right?