Flash News

TREE NEWS update: Serenity criticizes Sivers Photonics for focusing too much on the Swedish market, arguing that US investors would better appreciate its growth potential and order economics. The firm highlights that US analysts would focus on wafer capacity, revenue implications, and partnerships, while local concerns bog down management. Serenity warns that continued Swedish focus will trap Sivers’ valuation.

TREE NEWS reports: Arthur Hayes advises buying Bitcoin, predicting sustained monetary expansion could drive it to $250,000. He cites ongoing central bank liquidity as a key bullish factor for the crypto market.

TREE NEWS update: The total market capitalization of stablecoins has regained upward momentum, increasing by 0.48% over the past week. This indicates renewed investor confidence and capital inflows into the crypto market.

TREE NEWS reports: Bloomberg’s chief economist predicts next week’s nonfarm payrolls data may be weak, potentially reducing the likelihood of a Federal Reserve rate hike. This could impact market expectations for monetary policy.

TREE NEWS update: Liquid Capital founder Yi Lihua stated that if Bitcoin corrects to around $75,500, it would present a new buying opportunity. He believes the current market conditions offer a favorable entry point for long-term investors.

TREE NEWS reports: SK Telecom is spinning off its AI data center business into a new entity, SK Horizon, and plans to attract $2.2 billion in external investment. The move aims to bolster its AI infrastructure capabilities.

TREE NEWS reports: Changpeng Zhao (CZ), former Binance CEO, stated that Bitcoin will surpass gold’s market cap in the next bull run, with the $1M target achieved earlier than 25 years. This follows a 27% rally in two weeks and contrasts with Coinbase CEO Brian Armstrong’s revised forecast of $300k-$400k by 2030.

TREE NEWS reports: Analysts say Kevin Warsh’s comments have revived the possibility of a September rate hike, but the outcome hinges on upcoming nonfarm payroll and CPI data. Markets are pricing in mixed signals, with the Fed’s next move still uncertain.

TREE NEWS reports: Chinese chipmaker ChangXin Memory Technologies (CXMT) has filed a lawsuit against the US Department of Defense to be removed from a blacklist, arguing its chips are for civilian use. The company claims its reputation and business have suffered since being listed in January 2025. The DoD declined to comment on the pending litigation.

TREE NEWS update: Iranian media reports that $7.5 billion in oil-related foreign exchange revenue has been transferred to the central bank, covering government expenses until January. The oil ministry says 99% of planned budget oil revenue was achieved in the first four months, with ample supply unaffected by shipping restrictions.

TREE NEWS update: Six months after US/Israel strikes on Iran, the Iranian-American community remains deeply split over military intervention. Proponents are disappointed that regime change hasn’t happened, while opponents warn against repeating past war mistakes, with divisions widening amid ongoing economic pressure.

TREE NEWS reports: This week’s insights cover macro trends like Treasury issuance and gold’s rally, Arthur Hayes’ bullish ETH outlook, and the surge in altcoins. Key developments include Grayscale’s push to convert ZEC and TAO trusts to ETFs, Hyperliquid’s new buyback mechanism, and Ethena’s token buyback and unlock cancellation. The piece also touches on AI demand from Nvidia, Galaxy’s crypto-backed credit lines, and BitMine’s growing ETH holdings.

TREE NEWS update: OpenAI and Cursor have ended their nearly four-year collaboration, with direct model supply ceasing on November 12. This marks a significant shift in the AI coding tools landscape, potentially impacting Cursor’s users and the broader AI developer ecosystem.

TREE NEWS update: The US House of Representatives will vote on a temporary funding bill next Tuesday to avert a government shutdown. The bill is expected to face opposition from some lawmakers, but passage is seen as likely to avoid a disruption in federal services.

TREE NEWS reports: Fidelity’s macro research director stated that Bitcoin has maintained the bottom of its power law curve and has adjusted for a sufficiently long time. This suggests a potential stabilization or reversal in Bitcoin’s price trajectory.

TREE NEWS reports: Bitcoin fell below $78,000 after a rally fueled by ETF inflows, reflecting market volatility. The retreat highlights the ongoing impact of institutional investment flows on cryptocurrency prices.

TREE NEWS update: Bitcoin’s rally paused on Friday as Federal Reserve Chair Jerome Powell signaled that inflation remains too high, dampening speculative enthusiasm. The prior surge was fueled by billions flowing into spot Bitcoin ETFs, but the latest macro commentary has cooled the market.

TREE NEWS reports: Bitcoin’s recent rally paused after Fed Chair Kevin Warsh’s hawkish comments on inflation, causing some profit-taking. Despite this, prediction market traders remain bullish on BTC’s long-term prospects.

TREE NEWS update: Grayscale suggests that the currency devaluation trade will benefit Bitcoin as the US dollar drops to a three-month low. This macroeconomic environment may increase demand for Bitcoin as a hedge against fiat depreciation.