Flash News

TREE NEWS update: The Trump administration is drafting new regulations to restrict remote access to advanced AI chip computing resources, targeting foreign adversaries. The rules aim to prevent indirect acquisition of high-performance AI hardware via cloud services, reflecting growing national security concerns.

TREE NEWS update: Federal Reserve official Hammack has stated that the Fed should consider raising interest rates. This hawkish stance could impact global financial markets, including cryptocurrencies. The news is macro-related and not directly tied to RWA tokenization.

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: US spot Bitcoin ETFs saw eight consecutive days of net inflows, absorbing billions from institutions, yet Bitcoin price repeatedly failed to break above $80,000. The divergence is attributed to basis trading by hedge funds, long-term holder and miner profit-taking, and options market maker gamma hedging, which offset the buying pressure.

TREE NEWS reports: French Bitcoin treasury firm Capital B has raised $24.5 million in a private placement, with support from Adam Back and TOBAM. The company may unlock an additional $158 million through warrant exercises, amid market uncertainty.

TREE NEWS update: Sheikh Tahnoon bin Zayed al Nahyan, the UAE’s national security adviser, and co-investors own nearly half of WLTC Holdings, the holding company behind the Trump family’s bank charter bid. The involvement of a foreign official raises regulatory and geopolitical questions, though the news does not directly relate to asset tokenization.

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: Arthur Hayes analyzes that with Bitcoin trading sideways, Strategy (formerly MicroStrategy) faces three options: issuing more shares, selling Bitcoin, or cutting dividends. He suggests these choices reflect the company’s strategy to maintain its Bitcoin position amid market stagnation.

TREE NEWS reports: Bitcoin surged to a record weekly gain of $14,775 last week, hitting $77,593, before pulling back to around $80K. US spot Bitcoin ETFs saw $2.8B inflows over eight days, but on-chain data shows a dense supply wall at $80K-$82K, making this a key resistance zone. Institutions like K33 and Bitwise see bullish signs, while CoinShares expects range-bound trading in the near term.

TREE NEWS reports: US and Brent crude oil prices rose slightly by $0.5, with WTI reaching $82.43 per barrel. The move reflects ongoing market dynamics but has no direct connection to crypto or RWA sectors.

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 reports: Germany’s 10-year government bond yield has surged to its highest level in 15 years, reflecting market concerns over inflation and expectations of tighter monetary policy. This move signals potential impact on global borrowing costs and financial markets.

TREE NEWS update: Spot gold and silver prices briefly rose in trading. The move reflects short-term market dynamics with no specific catalyst mentioned.

TREE NEWS update: According to Gate data, spot gold rose $18 to above $4600, while spot silver surged over $1 to $70.1 per ounce. The moves reflect short-term volatility in precious metals markets.

TREE NEWS update: Commonwealth Bank of Australia FX strategist Samarra Hammoud says Fed Chair Warsh’s Jackson Hole speech will aim to restore confidence in the Fed’s inflation fight, ease concerns about fiscal dominance, assure markets that less forward guidance won’t hurt financial stability, and strengthen confidence in Fed working groups. Markets should be skeptical that communication alone can achieve these goals, and may see Warsh as less hawkish on inflation, potentially weakening the dollar.

TREE NEWS reports: Japan’s Nikkei 225 rose 0.41% to 66,405.56, while South Korea’s KOSPI fell 1.79% to 6,788.79. The mixed performance reflects divergent market sentiment in the region.

TREE NEWS update: South Korea’s National Pension Service (NPS) reported a 27.2% return for the first half of the year, its best first-half performance since at least 2022, driven by a strong domestic stock market. The fund’s assets under management reached 1.35 trillion USD, with Korean equities returning 107.4%.