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Energy Fuels: Growth, Costs, Rare Earths, And Liquidity Converging At The Same Time
Seeking Alpha· 2025-12-02 20:37
公司发展速度 - Energy Fuels公司发展速度极快 单个季度难以全面捕捉其进展 [1] 分析师背景 - 分析师为阿根廷独立投资者兼经济学家 投资方法融合深度价值与长期视角 [1] - 专注于将宏观经济动态与公司层面估值相结合以识别长期机会 [1] - 深入分析被市场忽视的标的及领先公司的结构性故事 [1] 市场覆盖 - 分析师具备阿根廷市场第一手视角 可深度覆盖当地资产 [1] - 同时分析更广泛的拉丁美洲及全球趋势 [1]
Arthur Hayes Claims Tether Is at Major Risk, Crypto Backs USDT Issuer
Yahoo Finance· 2025-11-30 21:27
BitMEX co-founder Arthur Hayes said that the world’s largest stablecoin issuer, Tether, is preparing for a Federal Reserve rate‑cut cycle. He is concerned that as Tether increases its exposure to Bitcoin and gold, it also increases the chance that a sharp pullback in those assets could weaken its equity cushion. While Hayes called this a massive risk, the broader crypto market argues that Tether is far more financially strong than it is perceived to be. Hayes Sounds the Alarm Hayes said that Tether’s la ...