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Sep 2
03:10

Sources say South Korea’s foreign exchange stabilization fund bought about $20 billion repatriated after SK Hynix’s ADR listing. The move aims to manage currency volatility from the large inflow.

MacroUS Stocks
02:59

A recent analysis highlights that China’s credit impulse indicator is signaling red, which historically has preceded downside risks for Bitcoin. The indicator’s downturn suggests potential liquidity tightening that could negatively impact the crypto market.

CryptoMacro
02:59

TSMC is currently utilizing micro-bump packaging for HBM (High Bandwidth Memory) and is pushing for the development of 5μm pitch solutions. This move aims to enhance chip stacking efficiency and performance for advanced AI computing. The development underscores TSMC’s commitment to advancing semiconductor packaging technologies critical for AI accelerators.

Macro
02:58

Dell reported FY2027 Q2 revenue of $47B, up 58% YoY, with AI-optimized server revenue doubling to $16.4B and backlog reaching a record $95B. The company raised its full-year revenue guidance by $25B to $192B, but operating cash flow declined 12.5% YoY, highlighting working capital strain from AI server growth.

MacroUS Stocks
02:20

G20 finance ministers and central bank governors have committed to establishing clear regulatory pathways to foster digital asset innovation. The pledge aims to balance innovation with financial stability and investor protection, signaling a coordinated global approach to crypto regulation.

RegulationMacro
00:43

G20 finance leaders committed to establishing ‘clear pathways’ for digital assets innovation, acknowledging that digital assets can support economic growth and private sector innovation. The statement, issued after their meeting, signals a coordinated push toward regulatory clarity for the sector.

RegulationMacro
00:15

The article argues that China’s genuine robotics revolution is not centered on humanoid robots, but on other applications. It suggests that the focus should be on practical, industrial uses rather than humanoid forms.

Macro
Sep 1
22:20

Google announced that memory costs for AI servers have surpassed 75% of total server costs, prompting a dual-track strategy combining hardware and software optimizations. The company aims to reduce memory expenses through custom silicon and software-level memory management, addressing the rising demand for AI compute.

CryptoMacro
21:54

According to sources, the core annual recurring revenue (ARR) of China’s leading open-source large language models is estimated at approximately $6-8 billion. This highlights the rapid commercialization of AI technologies in China, though no specific company was named.

AI × CryptoMacro
21:45

Former President Trump stated that he did not attempt to force Iran back to the negotiating table, according to ChainCatcher. The remark comes amid ongoing geopolitical tensions, though no specific context was provided.

Macro
21:20

UBS analysts believe China will struggle to develop competitive extreme ultraviolet (EUV) lithography equipment rivaling ASML’s within the next decade, while deep ultraviolet (DUV) tools could reach mass production in two to five years. This highlights the ongoing tech gap in semiconductor manufacturing.

Macro
21:05

Micron Technology will distribute its highest-ever performance bonuses to workers to prevent a strike. The move aims to ease labor tensions amid ongoing negotiations.

MacroUS Stocks
20:35

A US bank report highlights a surge in online betting users, yet returns remain disappointingly low. The findings underscore a growing participation trend with unfavorable outcomes for most bettors.

Macro
17:27

Bitcoin’s price is falling as geopolitical tensions between the US and Iran escalate. The market is reacting to the heightened risk environment, leading to a decline in the cryptocurrency.

CryptoMacro
16:31

Bitcoin has historically declined in eight of the last 13 Septembers, mirroring a similar seasonal weakness in US stocks since 1928. The article examines the causes of this ‘Red September’ phenomenon, what broke the pattern last year, and expectations for the upcoming month.

CryptoMacro
15:32

Bitcoin posted a 25% gain in August, marking its third-best August performance in history. The rally underscores renewed investor interest in the leading cryptocurrency amid broader market optimism.

CryptoMacro
14:30

Oil prices surged as Iran launched missiles and drones at enemy positions, with WTI crude breaking above $89/barrel and Brent touching $94/barrel, both up over 4% intraday. The escalation in the Middle East conflict rattled energy markets.

Macro
14:29

Iran’s military has warned it will no longer show restraint toward Bahrain and Kuwait, saying ‘gifts are on the way’ following US strikes on its Revolutionary Guard targets. The US had attacked after Iran was accused of hitting shipping vessels and US troops. President Trump warned that any Iranian retaliation would trigger a more intense US response.

Macro
14:28

US President Trump said in a Fox News interview that the deal with Iran is worthless and that Iran is ‘crazy and stupid.’ He warned that if Iran makes another mistake, the country will be ‘completely obliterated,’ and that the US would strike with greater force if Iran retaliates.

Macro
14:22

Bitcoin has experienced one of its best months in years, breaking the crypto winter pattern with a significant price rally. However, technical charts indicate a complicated outlook as bullish bets face a historical resistance level. Investors are closely watching whether the momentum can sustain or if a pullback is imminent.

CryptoMacro
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