Flash News

TREE NEWS update: Citadel Securities warns that the Fed’s current policy path is keeping long-term Treasury yields at multi-decade highs, with the 30-year yield hitting 5.28%, the highest in 19 years. Despite cooling inflation and jobs data, markets remain wary of long-term inflation and fiscal risks. The firm also prefers cloud infrastructure and hyperscalers like Microsoft and Alphabet over frontier AI model developers.

TREE NEWS reports: A pirated copy of the movie ‘Odyssey’ is circulating online with embedded malware designed to steal cryptocurrency wallet keys and account credentials. Users who download the file risk having their digital assets compromised. This highlights the growing threat of malware targeting crypto holders through popular media.

TREE NEWS update: Bitcoin rose 2% to surpass $64,000, while gold gained amid US-Iran tensions and US stocks wobbled. Oil prices remained steady despite Trump’s threat regarding Oman, showing resilience in commodities.

TREE NEWS update: 21Shares’ Polkadot ETF reported that in Q2, its staking rewards came at a high cost, with every $1 of rewards generated resulting in a $4.52 loss. This highlights the financial challenges of integrating staking into crypto ETFs. The performance raises questions about the viability of such products in the current market.

TREE NEWS reports: Tom Lee’s Ethereum treasury firm Bitmine continues accumulating ETH despite $8.4B in unrealized losses, now nearing 5% of the total supply. Its staked holdings, exceeding 5 million ETH, are projected to yield $287 million annually, underscoring its long-term conviction in the asset.

TREE NEWS reports: twyne, a DeFi credit delegation layer protocol, has completed a $2.5 million seed funding round co-led by cyber Fund and Ethereal Ventures, with participation from Euler, Daedalus, and individual investors. The project aims to optimize credit allocation in DeFi lending by delegating borrowing quotas tied to collateral depositors to actual borrowers, enhancing capital efficiency.

TREE NEWS reports: Stripe’s $7 billion acquisition of OpenRouter, the AI model routing layer, marks a major consolidation in the AI infrastructure space. The deal underscores how payment giants are vying to control the monetization of AI services, positioning Stripe as a key toll booth for AI transactions.

TREE NEWS update: 21Shares’ Polkadot ETF (TDOT) disclosed that in Q2 2026, it sold DOT to pay staking rewards, incurring a realized loss of $4.52 for every $1 distributed. The fund sold 98,505 DOT for $107,500, realizing a loss of $485,600 amid DOT’s 34% quarterly decline. Despite paying $0.14698 per share, the ETF’s share price fell 34% to $9.86, failing to offset asset depreciation.

TREE NEWS update: Stripe is reportedly acquiring OpenRouter for $7 billion, a deal that enables AI micropayments without relying on blockchain, despite Stripe’s co-incubation of Tempo for onchain machine settlements. OpenRouter charges 5% on crypto top-ups versus 5.5% on card payments via Stripe, highlighting a traditional payment approach.

TREE NEWS reports: HSBC strategists warn that if the Fed shrinks its Treasury holdings, the U.S. Treasury market will become more dependent on price-sensitive investors to absorb a larger share of government financing needs. This shift could increase market volatility as these buyers demand higher yields.

TREE NEWS update: Bitmine, chaired by Tom Lee, purchased an additional $19 million in Ethereum, bringing its holdings to 96% of the 5% total supply target. The firm’s aggressive accumulation underscores growing institutional interest in ETH as a store of value.

TREE NEWS reports: CleanSpark, BitFuFu, and Canaan reported month-over-month declines in Bitcoin production for July, with output falling roughly 5%, 10%, and 28% respectively. The decreases reflect operational adjustments or mining difficulty changes, impacting the companies’ monthly yields.

TREE NEWS update: The Kobeissi Letter reports that 2026 is on track to be the first year in at least 30 years without a single NYSE day where over 80% of volume came from declining stocks, indicating extreme market resilience. This contrasts sharply with past crises: 2008 had 49 such days, 2022 had 33, and the historical average is about 21 per year. While this strength is notable, analysts warn that risks may be concentrated in future liquidity shifts or unexpected events.

TREE NEWS update: SoftBank has invested $200 million in Gravis Robotics, a construction robotics startup. The funding aims to advance automation in the construction industry, though it is not directly related to RWA tokenization.

TREE NEWS reports: Duquesne Family Office, managed by David Tepper, has liquidated its positions in Intel and Micron Technology and instead established new stakes in four Bitcoin mining companies. This move signals growing institutional interest in crypto-related equities.

TREE NEWS reports: Bitcoin’s price has surged past the $64,000 mark, indicating strong bullish momentum in the cryptocurrency market. This move comes amid renewed investor interest and positive market sentiment.