TREE NEWS update: Ethereum ETFs saw $226 million in inflows on Thursday, their strongest day in 10 months, contributing to a nine-day streak totaling $1.4 billion. This nearly matches Bitcoin’s daily haul, signaling growing institutional interest in Ethereum.
TREE NEWS reports: US major stock indices were mixed in recent trading, with the Nasdaq falling 0.09% while other indices showed slight gains or losses. This reflects cautious sentiment among investors amid ongoing market fluctuations.
TREE NEWS update: NVIDIA reported record quarterly revenue of $96.2B, up 106% YoY, driven by data center demand, with Q3 guidance of $108B beating estimates. However, gross margin is set to decline from 75% to 74% in Q3 and 71-72% in Q4 due to rising memory costs, prompting investor focus on margin trajectory.
TREE NEWS reports: Bernstein analysts suggest that IREN’s ambitious $25-30 billion AI expansion plan could raise investor concerns. The report highlights potential risks associated with the large-scale investment.
TREE NEWS update: SoftBank is reportedly in talks to refinance a $10 billion loan to increase its investment in OpenAI, signaling deeper ties between the tech giant and the AI leader. The move underscores SoftBank’s aggressive push into AI infrastructure and could have implications for the broader tech and crypto markets.
TREE NEWS reports: At this year’s Jackson Hole symposium, Fed Chair Kevin Warsh will deliver his first major policy speech amid rising long-term Treasury yields and persistent inflation. Markets will focus on his inflation tolerance and stance on long-end rates, especially as the Treasury expands long-duration buybacks and AI giants like Alphabet, Amazon, and Meta issue record debt, making capital competition a key theme for equity valuations.
TREE NEWS update: Indian telecom giant Jio Platforms has received regulatory approval, paving the way for its IPO. This marks a significant step for the company’s public listing plans.
TREE NEWS reports: Bybit has introduced perpetual options, a first in the industry, offering stock perpetual options with SpaceX and NVIDIA as initial listings. This innovative product allows traders to gain exposure to traditional equities via crypto derivatives.
TREE NEWS update: Stripe and Advent International have scrapped their plan to acquire PayPal for over $50 billion. The deal, which would have been one of the largest in fintech, has been terminated, though no specific reason was disclosed.
TREE NEWS update: Gate’s stock derivatives section has launched pre-market trading for SHEINUSDT perpetual contracts, allowing traders to speculate on SHEIN’s stock price before its IPO. This move expands Gate’s offerings in pre-IPO derivatives, targeting crypto traders interested in traditional equity exposure.
TREE NEWS reports: Charles Schwab will offer trading in Solana, Avalanche, and Chainlink to its nearly 40 million brokerage accounts in the coming months, marking its first token additions since launching with bitcoin and ether. This expansion broadens retail access to major altcoins through a traditional brokerage platform.
TREE NEWS update: ChangXin Technology (长鑫科技) reported first-half revenue of 150.31 billion yuan, a year-on-year increase of 873.64%, driven by strong demand in the semiconductor market. The company’s impressive growth underscores its expanding footprint in the memory chip industry.
TREE NEWS update: Meituan reported Q2 revenue of 104.64 billion yuan, a 14.4% increase year-over-year. The company’s performance reflects steady growth in its core businesses.
TREE NEWS update: As NVIDIA’s earnings settle, markets turn to Fed Chair Kevin Warsh’s Jackson Hole speech. The key concern isn’t hawkish vs. dovish but the Fed’s unpredictable reaction function, with Warsh likely to focus on AI, productivity, and long-term frameworks rather than signaling September action. Goldman expects him to reaffirm the 2% PCE target without pre-committing, while the Treasury’s long-end buybacks may offer temporary relief but won’t solve structural supply issues.
TREE NEWS reports: Anthropic, an AI company, plans to release its IPO prospectus after Labor Day, targeting a U.S. listing between late September and early October. This move marks a significant step for the AI industry, though it is unrelated to crypto or RWA.
TREE NEWS update: Marvell Technology reported Q2 FY2027 revenue of $2.739B, beating estimates, with data center revenue up 46% YoY to 79% of total. Q3 guidance is 4% above consensus at $3.15B, signaling continued AI demand visibility. However, gross margin guidance dipped slightly, hinting at a higher mix of custom ASICs.
TREE NEWS reports: IREN’s FY2026 Q4 revenue slightly beat estimates at $137.2M, but net loss of $684M far exceeded expectations due to non-cash impairments from exiting Bitcoin mining. AI cloud services revenue hit 51% of total, first time surpassing mining, with contracted ARR raised to $4B and operational ARR doubled to $1B. Adjusted EBITDA remained thin at $19.2M, highlighting margin pressure during transition.
TREE NEWS update: TSMC distributed about NT$36 billion in Q2 employee bonuses, up over 50% from last year. Driven by growth in high-performance computing, IoT, automotive, and consumer electronics, TSMC posted record quarterly revenue and profit, with net profit up 77.4% YoY.
TREE NEWS update: French bitcoin treasury company Capital B raised €21M via a private placement of warrants, with participation from Adam Back and TOBAM. The funds will be used to acquire about 270 BTC, increasing its holdings to approximately 3,415 BTC.
TREE NEWS reports: Hong Kong-listed AI model concept stocks continued to decline, with Zhipu (02513.HK) falling over 8% and MiniMax (00100.HK) dropping more than 5%. The downturn reflects ongoing weakness in the sector.
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