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This marketing document has been issued by Bank Syz Ltd. It is not intended for distribution to, publication, provision or use by individuals or legal entities that are citizens of or reside in a state, country or jurisdiction in which applicable laws and regulations prohibit its distribution, publication, provision or use. It is not directed to any person or entity to whom it would be illegal to send such marketing material. This document is intended for informational purposes only and should not be construed as an offer, solicitation or recommendation for the subscription, purchase, sale or safekeeping of any security or financial instrument or for the engagement in any other transaction, as the provision of any investment advice or service, or as a contractual document. Nothing in this document constitutes an investment, legal, tax or accounting advice or a representation that any investment or strategy is suitable or appropriate for an investor's particular and individual circumstances, nor does it constitute a personalized investment advice for any investor. This document reflects the information, opinions and comments of Bank Syz Ltd. as of the date of its publication, which are subject to change without notice. The opinions and comments of the authors in this document reflect their current views and may not coincide with those of other Syz Group entities or third parties, which may have reached different conclusions. The market valuations, terms and calculations contained herein are estimates only. The information provided comes from sources deemed reliable, but Bank Syz Ltd. does not guarantee its completeness, accuracy, reliability and actuality. Past performance gives no indication of nor guarantees current or future results. Bank Syz Ltd. accepts no liability for any loss arising from the use of this document.
This White House statement on critical minerals explicitly listed uranium as a critical mineral, and it looks like they’re actually considering a price floor guarantee. The US used to be a powerhouse in uranium, but the industry is basically a ghost of its former self now. The government seems to be stepping up and back producers with some real institutional support. Things like strategic stockpiling or a price floor could be a massive game-changer. Between the skyrocketing power demand and energy security needs, support seems to be coming. Source: JH @CRUDEOIL231
The U.S. and Taiwan have reached a trade agreement to build chips and chip factories on American soil, the Department of Commerce announced Thursday. As part of the agreement, Taiwanese chip and technology companies will invest at least $250 billion in production capacity in the U.S., and the Taiwanese government will guarantee $250 billion in credit for these companies. In exchange, the U.S. will limit “reciprocal” tariffs on Taiwan to 15%, down from 20%, and commit to zero reciprocal tariffs on generic pharmaceuticals, their ingredients, aircraft components and some natural resources. Source: CNBC
The Senate Banking Committee has pulled the vote on the Clarity Act after major pushback from the crypto industry, including Coinbase’s announcement that it won’t support the Crypto Market Structure Bill. Key points of concern: Stablecoin Yields Crushed The Act would ban interest payments on stablecoins, benefiting big banks by eliminating competition and protecting their deposit monopoly. Tokenized Equities Restricted Tokenized stocks would fall under the SEC’s strict securities rules, effectively blocking peer-to-peer or DeFi-style stock tokenization. Permissionless DeFi Threatened AML/KYC rules would require identity verification and monitoring, undermining DeFi’s core principles of anonymity and open access.
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