TREE NEWS update: NVIDIA CEO Jensen Huang stated that computing power directly translates into revenue, emphasizing the critical role of AI infrastructure. The comment highlights the growing demand for compute in the AI era, though no specific crypto or RWA connection was mentioned.
TREE NEWS reports: Nvidia’s Q3 revenue outlook exceeded market expectations, driven by strong demand for AI chips. The company’s forecast suggests continued growth in the AI sector, potentially impacting crypto-related AI infrastructure.
TREE NEWS reports: Bitcoin’s recent surge is encountering its first major resistance as traders scrutinize various catalysts. The article outlines factors that could influence Bitcoin’s next price movement, highlighting both bullish and bearish scenarios.
TREE NEWS update: VanEck’s head of research stated that Bitcoin could perform well under a Democratic administration, contrary to market expectations. The comment suggests that crypto’s growth may not hinge solely on Republican policies, offering a nuanced view of regulatory impacts.
TREE NEWS reports: Mizuho analysts note that Nvidia’s Q2 earnings beat is already consensus, shifting market focus to the company’s AI capital expenditure guidance. Investors are closely watching for any signals on sustained AI infrastructure spending, which could impact the broader tech and crypto markets.
TREE NEWS update: VanEck’s Matthew Sigel argues that Bitcoin does not require a Republican president to perform well, countering the ‘Trump bump’ narrative. He suggests that Bitcoin’s fundamentals are robust regardless of the political landscape.
TREE NEWS reports: The US dollar index increased on the 26th, reflecting market movements in the foreign exchange market. This macro development may influence global financial markets, including cryptocurrencies.
TREE NEWS reports: VanEck reports that 12 quantitative signals suggest the Bitcoin bear market has ended, indicating a potential shift to a bullish phase. The signals include improved on-chain metrics and market sentiment, though the firm advises caution.
TREE NEWS update: Apple is set to release its first foldable iPhone at a launch event in the early hours of September 10 Beijing time. The announcement marks a major product milestone for the tech giant, though no crypto or RWA implications are involved.
TREE NEWS reports: The Dallas Federal Reserve reported that tokenized deposits could let customers move funds faster for higher yields, weakening bank funding stability. It estimates a 10% increase in deposit rate sensitivity could cut banks’ interest-rate risk capacity by about $700 billion, and a 10% shorter weighted average deposit maturity could reduce term transformation capacity by $580 billion. Unlike stablecoins, tokenized deposits are regulated and interest-bearing, but instant settlement, smart contracts, and AI may reduce deposit stickiness.
TREE NEWS update: A NIRS survey found 77% of Americans consider cryptocurrency risky for workplace retirement plans, with 46% viewing it as very risky and 53% opposing employer-offered crypto options. The survey, conducted among 1,203 adults, also highlighted widespread retirement concerns amid policy pushes to expand alternative assets in 401(k) plans following recent regulatory shifts.
TREE NEWS reports: Dallas Fed researchers warn that a shift toward tokenized deposits, which are faster and more rate-sensitive, could pull up to $700 billion from bank lending. This would push banks into safer assets, constrain credit availability, and raise borrowing costs for consumers and businesses.
TREE NEWS reports: Brent crude oil (XBRUSD) has broken above the $90 per barrel mark, currently trading at $90.09, a 1.0% increase in the last 24 hours, according to Gate data. This move reflects ongoing geopolitical tensions and supply concerns in the energy market.
TREE NEWS reports: CryptoQuant reports that Bitcoin has entered the early stages of a new bull market, but confirmation requires a close above the $83,000 moving average. The analysis suggests that a sustained break above this level could signal further upside momentum.
TREE NEWS update: Bitcoin fell below $78,000 after July US PCE inflation data came in slightly higher than expected, pressuring risk assets including stocks and gold. The cryptocurrency failed to challenge the $80,000 level as markets reacted to the inflationary signal.
TREE NEWS update: Glassnode reports that short liquidations have driven a 11% drop in futures open interest, with Bitcoin facing resistance between $81,000 and $86,000. The data suggests a potential short squeeze that could fuel further upside if resistance is broken.
TREE NEWS reports: The ‘Fed whisperer’ suggests that how Federal Reserve Governor Christopher Waller explains inflation will determine his future policy trajectory. His interpretation of current price pressures is crucial for market expectations of rate moves.
TREE NEWS reports: Mediterranean Shipping Company (MSC) has suspended its Black Sea routes following a drone attack on its vessel. The incident highlights growing risks to commercial shipping in the region, with potential implications for global trade and energy markets.
TREE NEWS reports: Morgan Stanley notes that the latest core PCE data did not cool expectations for Fed rate hikes. The firm suggests that inflation remains sticky, keeping the door open for further policy tightening.
TREE NEWS update: Analysts argue that the ‘Bessent effect’ is unlikely to push Bitcoin into a true bull market, with the recent rally primarily driven by short covering rather than sustained demand. The outlook remains cautious as macroeconomic factors continue to weigh on the crypto market.
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