OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News · Noah Leidinger, OMR

“Bitcoin-Erfinder entdeckt” - Iran kassiert, neue Meta-KI, Verbio = Ölpreis-Zock?

·14 min·1 clip

The New York Times believes it has discovered the anonymous inventor of Bitcoin, sparking a 70-billion-dollar identity mystery.

The episode begins with a disclaimer and sponsor mention before host Noah Leidinger introduces the day's topics. The first major segment addresses the Iran-Israel conflict's market impact, noting a 5% DAX rise and 20% oil price drop, but reveals ongoing tension as Iran charges ships $2 million in crypto or yuan for Strait of Hormuz passage. Delta Airlines is highlighted for facing a $2 billion quarterly fuel cost increase, offset partly by its owned refinery saving $300 million. MTU's acquisition of drone propulsion startup AerodesignWorks is covered, aiming to boost its defense revenue. Meta's new AI model from its Super Intelligence Lab is discussed, with its stock rising 6%. Semiconductor stocks like ASML and Micron surged on supply chain fears, with Bank of America revising annual revenue estimates up by $300 billion to $1.3 trillion. A salary update notes Deutsche Bank's supervisory board chair will earn €1.15 million. The episode then delves into Verbio, explaining its business converting agricultural waste into biofuels and its reliance on EU-mandated greenhouse gas reduction credits. It details how Chinese biodiesel imports previously crashed certificate prices, but EU tariffs and stricter rules have revived Verbio's prospects, with its stock quintupling in a year. Valero Energy is suggested as a broader biofuel play. The Bitcoin creator segment presents journalist John Carreyrou's evidence pointing to Adam Back, including thematic and linguistic matches. North Korean hackers stealing $280 million from crypto exchange Drift is mentioned, leading to an explanation of on-chain vaults like those on Morpho, which manage $500 million and attracted Apollo's investment. Morgan Stanley's new Bitcoin ETF with a 0.14% fee is noted as undercutting BlackRock. The episode concludes with prediction markets seeing suspicious bets on Iran ceasefire.

Listen to the show on

Apple Podcasts Spotify

Play clips from this episode More from OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News