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Kanal postlari
🇨🇳 China’s Gold Demand Surges
China spent nearly $160 billion on gold in the last 8 months, even as prices reached $5,595 this year.
The government sees gold as a safe store of funds with no counterparty risk. Domestic investors are also turning to it as real estate and stocks struggle, while the 10-year bond yield is just 1.67%.
China imported more than 1,000 tonnes this year, exceeding its entire 2025 volume. Demand shows no sign of fading.
✔️ news.nzoko.com
| 2 |  🏦 US Debt Tilts Toward T-Bills
After 30-year Treasury yields rose above 5% in May 2026, more than 75% of the increase in marketable Treasury debt since July came from T-bills. That compares with 18% in 2025.
The US now has a record $7.25 trillion in T-bills outstanding. They mature within a year and must be constantly refinanced. Yields are already around 3.8%-4%, while another 25 bps Fed hike is expected on Wednesday.
BofA expects 3 25 bps hikes this year, which could add over $50 billion in annual interest costs once the debt is fully rolled over. The Treasury avoided more expensive long-term borrowing by using short-term debt. Now that short-term funding is getting more expensive too.
✔️ @venture | 190 |
| 3 |  📞 Trump Calls Jensen Huang Live
Trump called NVDA CEO Jensen Huang live during an interview: “He can create the best AI chip in the world but can’t figure out how to put me on speakerphone.”
They agreed AI is a major driver of growth and U.S. national security.
✔️ @venture | 151 |
| 4 |  Treasury Secretary Scott Bessent says the U.S. cannot pause on AI because China will not. “Nothing would matter if China pulled away on AI.”
AI has a PR problem. As the buildout grows, hyperscalers must explain what their spending is enabling.
✔️ @venture | 125 |
| 5 |  💻️ NVIDIA’s $105 Billion Lease Exposure
If OpenAI defaults, NVIDIA may take over a lease to satisfy the covered loss obligation under its $105 billion guarantee. It could also seek a replacement tenant, sell the assets, allow termination, or defer its choice for up to a year while paying specified costs. Takeover terms are redacted.
The arrangement covers 9 phases in Pike County, Ohio, designed for 4.25 gigawatts of capacity. Each has a 20-year lease, with the first expected to begin in NVIDIA’s fiscal 2029. NVIDIA may support another 3.8 gigawatts.
OpenAI’s affiliate has promised to reimburse NVIDIA, but the filings do not show whether that covers every obligation or whether payment would be timely. A qualifying credit rating for OpenAI or its parent could release NVIDIA before the first building opens.
✔️ @venture | 81 |
| 6 |  “If you’re a slightly above-average investor who spends less than you earn, over a lifetime you cannot help but get very wealthy.”
Warren Buffett
✔️ @venture | 55 |
| 7 |  Recommended reading for investors.
✔️ @venture | 54 |
| 8 | “You need to be intellectually curious, really really open-minded, & you need to have courage.
And when I say courage, you need the courage to bet big & bet concentrated, but also the courage to fight your own emotions.”
Stanley Druckenmiller
✔️ @venture | 71 |
| 9 |  🔍 Google's First $100,000
Google was founded this day in 1998. Its first investor wrote a $100,000 check.
They celebrated with breakfast at Burger King.
✔️ @venture | 55 |
| 10 |  📉 Yen Strength Threatens Global Markets
USDJPY has fallen from 163.98 to 155.31, a 5.3% move in about five weeks. The yen alone is up 2.5% this week, creating a serious risk for global markets.
The trade is simple. Investors borrow cheap yen, convert it into dollars, and buy assets such as US stocks and bonds. Because the loan is in yen, a stronger yen makes repayment more expensive.
At 10x leverage, a 5.3% move against the trade wipes out about 53% of the trader’s cash cushion. At 20x, it wipes out more than 100%. Forced selling, followed by more yen buying, can create a self-reinforcing unwind. The same loop drove the sharp global selloff in August 2024.
Japan has spent $169.5 billion this year trying to control the yen, including $52.8 billion in a single day. Markets now see a 75% chance of another Bank of Japan rate hike this month, up from 24% a month ago. Higher rates make yen borrowing more expensive.
The size of the trade is unknown, but past estimates put it in the hundreds of…
✔️ @venture | 81 |
| 11 |  💰 US Treasury Debt Buyback
The US Treasury bought back $12.5B of its own debt, its largest buyback in over 3 months.
✔️ news.nzoko.com | 162 |
| 12 |  🤖 OpenAI Releases GPT-6 Astra
OpenAI just released GPT-6 Astra, calling it a “generational leap” and saying people may look back at this model as when AGI arrived.
✔️ news.nzoko.com | 138 |
| 13 |  Claude can now use your computer in the background in Claude Cowork and Claude Code.
Give him something to do on your desktop and Claude will click, type and open applications exactly as you would, while you work on something else. | 120 |
| 14 |  🗣️ A Man Broke AI Recruiters
He gives absurd answers to routine interview questions, and the recruiter treats them as normal. Asked about salary, he mentions a sideways drill bit in the first quarter.
The AI turns that into a question about horizontal drill diameters, then thanks him for sharing his expectations. That is how to behave around neuro-HR.
📊@tech | 112 |
| 15 |  📍 World Labs Unveils 3D Model Atlas
Atlas reconstructs a surrounding space in 3D from text or visual files. Users can then move the camera and change the view while the scene geometry stays intact.
With several photos, it builds a complete 3D space. From one image, it can infer hidden parts, while more source frames improve accuracy. Atlas also generates controllable video up to 1 minute in 1440p, with the camera path set directly. The same system can turn footage of a real room into a simulation for robot training.
Atlas is currently available only to early-access partners. It will later serve as the basis for new versions of Marble and other World Labs products.
📊@tech | 88 |
| 16 |  🎧 MiPAL Sends Sound in a Narrow Beam
Researchers at POSTECH built MiPAL, a parametric speaker with one emitter and 2 metamaterial layers. A front acoustic metasurface focuses ultrasound, while elastic metacells suppress vibrations that would spread audio sideways.
MiPAL modulates an ultrasonic wave with an audio signal, using nonlinear behavior in air to send sound along a narrow path. Tests in a mock aircraft cabin covered 500 Hz to 10 kHz, while the adjacent seat stayed quiet.
The modules are 3D-printed, so the design can be adapted to seat spacing, beam angle, or other conditions. Possible uses include personal announcements on planes and audio guides at museum displays.
📊@tech | 78 |
| 17 |  🛸 Rainmaker Reports 71 Million Liters
During a three-hour test over Alaska, Rainmaker’s drones released small amounts of silver iodide into cold clouds. The company says this helped form ice crystals that fell as rain or snow, producing an estimated 71 million liters of additional precipitation.
Rainmaker uses weather algorithms, radar, and satellite data to select clouds and time each seeding flight. Atmo’s AI models help identify clouds with high seeding potential. The estimate is based on Rainmaker’s own analysis.
📊@tech | 66 |
| 18 |  🌬️ Dyson puts camera in $499 toothbrush
The CameraJet’s tiny camera captures 28 photos per second. An AI system trained on 470,000 dental images finds gaps between teeth and directs a small rinse stream there during brushing.
It can also stream a live view of the mouth to the MyDyson app, showing cleaning coverage and close-up images of the teeth.
Dyson says development took 6 years and involved 661 engineers. The $499.99 device combines an electric toothbrush, oral irrigator, and camera.
📊@tech | 72 |
| 19 |  +3❤️Hyundai Shows Cyberpunk-Style Tucson
The new model is larger than its predecessor. The cabin gets a large media screen and a slim instrument panel. Several physical buttons remain.
Prices and other specifications are still undisclosed. The Tucson may come only as a hybrid, according to rumors. Sales in Korea start by the end of the year, with the rest of the world following in 2027.
📊@tech | 124 |
| 20 |  🔎LandSpace Lands Zhuque-3 Booster
On its second flight, Zhuque-3 sent Hongqing Technology’s Honghu 03 satellite to orbit, then returned its first stage to landing legs on land. The first attempt ended in “anomalous combustion” near the pad.
It was China’s first recovery of an orbital rocket booster to landing legs, and the first landing by a private Chinese company. The 66-metre rocket runs on oxygen and methane, with a reusable booster and disposable upper stage.
China had recorded only 1 earlier landing, by CASC’s Long March 10B, which lowered its stage into a ship-deck net. Falcon 9 first landed in 2015.
📊@tech | 178 |
