News

BlockBeats news, on March 3, Peter Thiel filed a SEC Form 144 to plan the sale of up to 2 million shares of a certain exchange (PLTR) Class A stock, valued at approximately 280 millions USD. Analysis points out that despite the large scale of this sale, Peter Thiel will still hold about 229 millions shares, accounting for the majority of his total holdings; the stock price of the exchange has recently risen significantly due to defense contracts and AI demand, and this news may trigger short-term volatility. According to Bitget market information, as of press time, the exchange's pre-market price is down 0.99%, currently quoted at 143.74 USD.

(1) XS analyst Rania Gule pointed out that a gold price breakthrough above $5,300 may signal a new phase in global risk pricing. If geopolitical tensions ease rapidly, a decline in risk premium could trigger profit-taking, causing gold prices to fall below $5,200. However, she expects that any significant drop will attract new buyers, especially given the uncertain outlook for inflation and interest rates. (2) Gule believes that as long as US-Iran tensions persist, the resulting rise in oil prices will further intensify inflation concerns, thereby continuously supporting gold's safe-haven demand. She also reminded that the market may experience sharp fluctuations around the Federal Reserve's interest rate decision, but overall, gold will maintain its upward trend and is expected to challenge recent highs. She concluded: "In this uncertain environment, gold remains the clearest indicator of global market anxiety."

John Velis from BNY Mellon stated in a report that against the backdrop of the current Middle East conflict, U.S. Treasury bonds have not performed as expected amid geopolitical turmoil. He pointed out: "Usually after such geopolitical shocks, market volatility rises, and risk assets such as stocks and corporate bonds weaken." In addition, the U.S. dollar usually appreciates, and U.S. Treasury bonds rise, reflecting safe-haven behavior. For certain assets, such as the U.S. dollar, price movements did follow this usual pattern, but what is truly puzzling is the performance of U.S. Treasury bonds. "We originally expected bonds to rise and yields to fall, but on the first trading day after the airstrike, the reality was quite the opposite."