The neutral rate keeps moving, inflation pressures persist beyond the Fed's control, and finding the right policy stance remains elusive. A deep dive into what's really driving rate decisions. 🟢 Open

Delta Neutral Funding Scanner Tracking @risextrade @01Exchange Best spreads right now: 1. AAVE: 11% APY Long RiseX, Short 01xyz 2. NEAR: 1% APY Long 01xyz, Short RiseX Anyone trading these? Trade on 01xyz with my ref:

“Without neutral governance, the whole house can be demolished and taken away.” @DeclanFox14 at ETHConf, alongside @rojotek and @JillMalandrino, on what a decades-long institutional bet requires.

$SIVE Neutral View If Sivers delivers production ramps and meaningful AI revenue, the market could value them very differently. If it takes longer, it remains a promising company with execution risk. Let’s allow space for all views. The bulls/bears both have a point.

BofA downgrades $INTC to Neutral: “The stock has not communicated enough traction with external foundry customers,” while data center strength is offset by a “surprisingly sharp drop in PC shipments,” down 25%-30% QoQ in Q4, with further inventory corrections expected in H1'27 “Data center CPU is doing well in a rising agentic tide,” but faces substrate supply constraints, while Intel's products “are not yet technically competitive against AMD/ARM-based rivals that are growing 2x-4x faster.” Analyst Vivek Arya

$NOW | Macquarie 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗡𝗲𝘂𝘁𝗿𝗮𝗹 on 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝗡𝗼𝘄, 𝗿𝗮𝗶𝘀𝗲𝘀 PT to $𝟭𝟮𝟬 from $𝟭𝟭𝟬