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Sep 2
10:16

Marc Andreessen, Ben Horowitz, and OpenAI’s Greg Brockman have backed the super PAC behind a new ad campaign promoting AI data centers, amid surging public opposition that has reached 61%. The campaign aims to counter growing resistance to data center construction. The funding underscores the escalating battle over AI infrastructure as communities push back.

AI × CryptoMacro
09:45

Arthur Hayes predicts Bitcoin could hit $1 million by 2030, driven by macroeconomic factors, but he personally favors Ethereum for its potential. He believes Ethereum’s ecosystem and staking opportunities offer better risk-reward.

CryptoMacro
09:45

US stocks opened mixed with the Dow Jones Industrial Average rising 0.37%, while NIO (NIO.N) dropped nearly 4% in early trading. The move reflects ongoing market volatility amid broader economic uncertainties.

MacroUS Stocks
09:45

Spot gold rose 1% intraday to $4,372.30 per ounce, while spot silver gained 2% to $65.35 per ounce, data showed on September 2. The moves reflect ongoing market dynamics.

Macro
09:35

El Salvador’s Bitcoin holdings have increased to 7,762 BTC, valued at approximately $598 million. The Central American nation continues to accumulate the cryptocurrency as part of its national strategy.

CryptoMacro
08:35

The Trump administration is planning to impose tariffs on imported chips while providing exemptions for US-based manufacturers. This move aims to boost domestic production but could raise costs for foreign chipmakers.

MacroUS Stocks
08:35

Mexican billionaire Ricardo Salinas Pliego called fiat currency inflation a hidden tax and advised buying and holding Bitcoin, criticizing the current monetary system. He reiterated his long-standing pro-Bitcoin stance, urging investors to seek refuge in the cryptocurrency.

CryptoMacro
08:30

Oil prices jumped above $90 a barrel on September 1 after US strikes on Iran, while global stocks, gold and bitcoin fell. Bond yields rose with Japan’s 10-year hitting 3% for the first time since 1996. Weak US data and surging energy costs revived stagflation fears, boosting bets on a Fed rate hike.

Macro
08:28

US private payrolls increased by 38,000 in August, missing the expected 48,000, according to ADP. The data suggests a cooling labor market, which could influence the Federal Reserve’s monetary policy decisions.

Macro
08:05

US Treasury Secretary Scott Bessent stated that parties involved in Iranian digital assets could become sanctions targets. This highlights growing regulatory scrutiny on crypto transactions linked to sanctioned nations.

RegulationMacro
07:40

The US Department of Justice, in collaboration with CrowdStrike, has announced the disruption of the Sality botnet, a malicious network that has operated for over 20 years. This action marks a significant milestone in cybersecurity efforts against long-standing criminal infrastructure.

RegulationMacro
07:30

Bitcoin gained about 25% in August, its best month since November 2024 and strongest August since 2017, driven by Treasury buyback expansion, record short squeeze, and $3.05B ETF inflows. However, the 21Shares report highlights $81,000-$82,000 as the pivotal resistance zone separating a trend reversal from a bear-market rally. September’s focus includes support at $76,000-$78,000, ETF flow sustainability, and long-end yields.

CryptoMacro
07:30

Kevin Warsh, Trump’s pick for Fed chair, reiterated a firm 2% inflation target at Jackson Hole on Aug 28, saying data show no meaningful improvement. Markets repriced quickly, with prediction markets now implying about 56% odds of a 25bp hike on Sep 16, up from roughly 30%. Trump voiced respect for Warsh, signaling he remains an inside ally.

Macro
07:27

The Royal Government of Bhutan has moved another 400 bitcoins, valued at approximately $30.62 million, according to on-chain data. This follows a series of transfers from the country’s treasury, indicating active management of its digital assets.

CryptoMacro
07:15

A trader known as Bonk Guy suggests the recent market rally is only a prelude, with the true bull market potentially beginning in Q4. He advises caution and strategic positioning in the meantime.

CryptoMacro
07:00

US military strikes on Iran pushed oil prices and Treasury yields higher, while Bitcoin fell below $76,500 amid geopolitical tensions. The move reflects risk-off sentiment in crypto markets as macro factors weigh on digital assets.

CryptoMacro
06:20

Bitcoin hovered near $77,000 as a global bond selloff lifted yields and renewed U.S.-Iran tensions pushed oil prices higher. The cryptocurrency’s resilience is being tested by rising macro pressures, with traders watching whether the post-rally momentum can withstand the risk-off tone from surging bond yields and geopolitical risks.

CryptoMacro
06:11

Treasury yields surged toward key levels on September 1, pressuring risk assets. The 10-year yield hit about 4.79%, and the 30-year approached 5.3%. US stocks fell for a third straight session, with the Dow down 0.8%, S&P 500 down 0.7%, and Nasdaq down 1%. Bitcoin dropped to around $77,900, while gold futures fell below $4,400. Higher rates raise valuation concerns for tech and crypto, while fiscal risks offer some support for gold and Bitcoin.

CryptoMacro
06:04

The G20, in a chair’s statement from the Asheville meeting, endorsed digital assets as a growth tool and committed to “clear pathways” for innovation. However, the group deferred binding cross-border stablecoin regulation to the Financial Stability Board (FSB), signaling a cautious approach to global crypto oversight.

RegulationMacro
05:28

Elon Musk forecasts that artificial intelligence could drive global economic growth by 20% to 30%. The statement highlights the transformative potential of AI on a macroeconomic scale.

AI × CryptoMacro
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