MrSunday

The Trump administration allows NVIDIA to sell AI H200 chips to China, with the US government taking a 25% revenue share
🔹 President Trump confirms that the US will permit Nvidia to sell the AI H200 chip to China, with the condition that the US government collects 25% of the revenue
🔹 The H200 belongs to the Hopper series, not a reduced-performance version, but it lags two generations behind newer chips like Blackwell and Rubin
🔹 The US Department of Commerce has imposed strict controls, including confirming sufficient domestic supply, US testing and certification, and security standards fo

TSMC QUARTERLY PROFITS SURGE 35%, BEATING EXPECTATIONS THANKS TO AI CHIP DEMAND
🔹 Taiwan Semiconductor Manufacturing Company (TSMC) announced a 35% increase in Q4 profits year-over-year, reaching NT$505.7 billion (≈ $16.0 billion), surpassing the forecast (~NT$478.4 billion)
🔹 Q4 revenue reached NT$1.046 trillion (≈ $33.1 billion), exceeding expectations and up 20.5%, marking 8 consecutive quarters of year-over-year profit growth
🔹 Advanced 7nm and below chips account for 77% of total wafer revenue, reflecting strong demand from AI and high-performance servers
🔹 TSMC manufactures AI chips

PRESIDENT TRUMP CALLS SENATOR ELIZABETH WARREN TO DISCUSS CREDIT CARD INTEREST RATE CAP
🔹 President Trump has called Senator Elizabeth Warren, a senior member of the Senate Banking Committee, to discuss the possibility of implementing a 10% cap on credit card interest rates.
🔹 Warren stated that she strongly supports capping interest rates and is willing to work across party lines with President Trump to “actually get something done” for consumers.
🔹 According to Warren, current credit card interest rates are excessively high and exploitative, placing significant pressure on American famili

🇯🇵🇸🇻 In a recent interview, Nick Vitalis of SBI Crypto, the crypto mining and infrastructure unit under SBI Holdings of Japan, stated that they are researching an expansion project to mine Bitcoin using volcanic energy in El Salvador.
The project includes a pilot program in collaboration with the Bitcoin Office of El Salvador to deploy container mining using geothermal energy at Ahuachapán Geothermal Power Plant, aiming to bring direct economic benefits to the country and strengthen El Salvador's position as a global hub for Bitcoin mining powered by self-sufficient energy.#GateProofOfRese

This week's economic event schedule (US DAILY@
This week features several notable events. Investors continue to monitor geopolitical developments, with oil remaining the focus. Additionally, the market awaits US inflation data as it directly impacts future interest rate expectations, while also keeping an eye on when the Supreme Court will issue rulings on tariffs and when President Trump will announce the next Federal Reserve Chair nominee.
🗓️ MONDAY, JANUARY 12
— Richmond Fed President Tom Barkin speaks
— Atlanta Fed President Raphael Bostic speaks
— New York Fed President John Williams spe

The Supreme Court May Rule on President Trump's Tariffs, Significantly Impacting the Economy
🔸 The US Supreme Court may issue a ruling as early as Friday on whether President Trump's tariffs are lawful under emergency powers, with major implications for trade policy, government budgets, and markets.
🔸 The core issue is whether the administration can use the International Emergency Economic Powers Act to impose tariffs, and if not, whether importers should be refunded the tariffs they paid.
🔸 The court may issue a partial or mixed ruling, rather than completely blocking or fully approving th

PRESIDENT TRUMP DISCUSSES PLAN TO PURCHASE $200 BILLION IN MORTGAGE-BACKED SECURITIES TO LOWER INTEREST RATES
🔸 President Trump stated that he is directing his representatives to buy $200 billion in mortgage-backed securities to help reduce mortgage interest rates and lower monthly payments.
🔸 He believes that Fannie Mae and Freddie Mac currently hold large amounts of cash and can use these funds to support the housing market and improve affordability.
🔸 When the government purchases bonds, demand increases, causing bond prices to rise. As bond prices go up, yields decrease. Mortgage intere

🇺🇸 The United States Considers Direct Payments to Greenland Residents, the Largest Land Deal in History
🔹 According to Reuters, U.S. officials are discussing the possibility of direct payments to each Greenland resident as part of an effort to persuade Greenland to secede from Denmark and potentially join the U.S.
🔹 The proposed amount ranges from $10,000 to $100,000 per person. With a population of about 57,000, the total estimated cost would be approximately $570 million to $5.7 billion.
🔹 This is not the U.S. purchasing territory from the government but rather directly impacting the pe

A simple diplomatic solution is Barron Trump marrying Princess Isabella of Denmark, and Greenland being handed over to the United States as a dowry.#GateSquareCreatorNewYearIncentives #DailyMarketOverview $BTC $ETH

Overview of the current situation.
We have just entered 2026, and even though the first trading week has not yet concluded, numerous new developments have already emerged. The market is in a state of information overload.
From the beginning of the year, we knew that 2026 would be a year with many major events:
Who will become the next Fed Chair, whether this person can cut interest rates as President Trump desires, the Supreme Court's rulings related to Trump administration's trade policies, the risk of the US government shutting down again at the end of January, and of course, all news revolv

🇺🇸🇻🇪 PRESIDENT TRUMP SAYS VENEZUELA WILL TRANSFER 30–50 MILLION BARRELS OF OIL TO THE US
🔹 President Trump stated that the interim government of Venezuela will transfer 30–50 million barrels of oil to the US
🔹 This oil will be sold at market price, and the proceeds will be directly controlled by him to ensure benefits for both the US and the Venezuelan people
🔹 President Trump has instructed Energy Secretary Chris Wright to implement the plan immediately. The oil will be transported by tanker and directly delivered to ports in the US#GateAIOfficiallyLaunches #BitcoinSix-DayRally $BTC $E

VENEZUELA SILENTLY HOLDS 600,000 BITCOIN
🔹Recently, there have been rumors that Venezuela may have secretly accumulated up to 600,000 BTC, worth approximately $60 billion. This information has even been mentioned by CNBC.
🔹If the US confiscates this Bitcoin and adds it to the Strategic Bitcoin Reserve fund, it would be a very large amount since the US government currently holds about 328K+ BTC, more than the MicroStrategy company (673K+ BTC)
🔹However, there is currently no verified evidence supporting the figure of 600,000 BTC.
🔹On-chain data and monitored government wallets show that Vene

Ethereum Declares Solving the "Impossible Triangle" Problem
🔹 Vitalik Buterin states that Ethereum has solved the blockchain trilemma, achieving decentralization, consensus, and high scalability simultaneously after more than 10 years of development.
🔹 Breakthroughs from ZKEVM and PeerDAS, which are now running on mainnet, allow for partitioning computational loads while still ensuring cryptographic verification of the entire system.
🔹 ZKEVM performance has significantly improved, with proof generation time reduced from minutes to seconds, and costs decreased by tens of times, enabling the

🇺🇸🇻🇪 PRESIDENT TRUMP SAYS US OIL COMPANIES WILL INVEST BILLIONS OF USD IN VENEZUELA AFTER MADURO
🔹 President Trump stated that US oil companies will invest billions of dollars into Venezuela after President Nicolas Maduro is overthrown.
🔹 He mentioned that major US oil corporations will repair the severely deteriorated oil infrastructure and restart extraction activities.
🔹 President Trump emphasized that the goal is to leverage Venezuela's oil resources to generate economic benefits for the country.
🔹 Venezuela possesses the world's largest proven oil reserves, approximately 303 billi

Enjoy the New Year atmosphere as we prepare to step into an eventful January
🔹 President Trump is expected to announce the nominee to replace the soon-to-be-retired Fed Chair Jerome Powell
🔹 The Supreme Court of the United States is likely to issue a ruling in January 2026 regarding President Trump’s tax levels, including whether emergency powers can be used to impose tariffs on trading partners
🔹 MSCI will decide before January 15 whether to remove MicroStrategy (MSTR) from its index baskets
🔹 The Federal Reserve will hold its first interest rate meeting of 2026 on January 28
🔹 Many inve

Ethereum is entering a quite special phase. The layer 1 network just recorded over 2.2 million transactions in a single day, a record high, while the average fee is only about 17 cents, much lower than in 2022 when each transaction sometimes cost over $200.
The main reason comes from upgrades in 2025, which enable Ethereum to handle more transactions at lower costs. As a result, users are starting to return to the mainnet instead of relying heavily on Layer 2.
Not only users, but developers are also returning to Ethereum. The number of new smart contracts has reached a record high, indicating

You can be right
And still lose money
This is one of the hardest lessons the market teaches investors. It sounds very unfair, but the market is not created to reward early correctness. The market rewards endurance and time.
In the late 1990s, many believed that the internet would change the world. They were right. The internet truly changed everything.
But investors who poured heavily into internet stocks from the mid to late 90s still saw their assets plummet when the dot-com bubble burst. Amazon fell nearly 90%. Apple dropped about 80%. Microsoft lost about half its value. Priceline almost c

SOFTBANK COMPLETES $40 BILLION INVESTMENT IN OPENAI
🔹 SoftBank has finalized a commitment to invest $40 billion in OpenAI (ChatGPT), officially transferring about $22 to $22.5 billion last week. This deal values OpenAI at approximately $260 billion before the investment and helps SoftBank hold more than 10 percent of the shares.
🔹 Part of the capital is used to build AI infrastructure and data centers, including the Stargate project in collaboration with Oracle.
🔹 SoftBank has sold all of its $5.8 billion Nvidia shares and continues to ramp up investments in AI companies. OpenAI will use pa

Silver is experiencing significant volatility, and this fever has spread to the tokenization market, as on-chain trading volume increases alongside traditional futures and ETFs.
🔷 Data from RWA .xyz shows that the tokenized transfer volume of iShares Silver Trust (SLV) has increased by over 1,200% in the past 30 days; the number of holders has risen by approximately 300%, and the net asset value (NAV) has increased by nearly 40%.
🔷 Unusual price fluctuations occur when physical silver prices are higher than futures— in Asia, the premium over COMEX has reached double digits, while the London

Starting from 1/1/2026, China will allow banks to pay interest on the digital renminbi (e-CNY) holdings.
This means that e-CNY is no longer just a payment currency but will resemble a bank deposit, earning interest and being protected like regular deposits. After years of testing, e-CNY still struggles to compete with WeChat Pay and Alipay, so paying interest is seen as a way to attract users back.
China is also promoting the use of e-CNY across borders, although domestic crypto transactions are still prohibited.#Gate2025AnnualReportComing #BitcoinGoldBattle $BTC $ETH $SOL