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Aug 30
09:49

Analysts report that the first week of Bessent’s aggressive economic pressure campaign against Iran has yielded limited results. The measures have not yet achieved their intended impact, with ongoing assessments of their effectiveness.

Macro
08:05

Suiyuan Technology, one of China’s ‘Four Little Dragons’ in domestic GPU manufacturing, will begin online subscription for its IPO on the Shanghai Stock Exchange’s STAR Market on September 2. The company’s listing marks a significant milestone for China’s semiconductor industry, highlighting the push for domestic chip development.

MacroUS Stocks
06:04

Former Fed Vice Chair suggests the default policy choice is now rate hikes, with a speech by Waller reversing the Fed’s previous logic. This marks a notable shift in monetary policy stance, potentially impacting crypto markets.

Macro
00:28

Fundstrat’s Tom Lee argues Nvidia’s valuation remains attractive despite recent stock weakness, suggesting that some AI stocks’ declines may be due to funds rotating into Nvidia. He believes the market is still bullish on AI infrastructure spending.

MacroUS Stocks
00:20

Data indicates that if Bitcoin falls below $74,321, the cumulative long liquidation intensity on major centralized exchanges could reach $790 million. This highlights significant leverage in the market and potential for sharp price movements.

CryptoMacro
00:05

Next week’s macro calendar is packed with key data, with the US nonfarm payrolls report expected to define the Fed’s September rate path. The Fed’s Beige Book will also offer fresh insights into inflation trends, while other indicators could sway market sentiment.

Macro
Aug 29
22:55

A US jobs report is expected to reinforce Federal Reserve Governor Christopher Waller’s perspective on the labor market, which could influence the Fed’s policy stance. The data will be closely watched by investors for signals on the timing of rate cuts.

Macro
22:15

Analysts note that Bitcoin short-term holders’ unrealized profit is approaching 15%, suggesting some investors may choose to lock in gains. This could increase selling pressure on the cryptocurrency.

CryptoMacro
21:15

CryptoQuant founder Ki Young Ju suggests that the current Bitcoin bull market cycle peak could be fueled by demand from global institutions and ETFs, rather than retail investors. He notes that this dynamic could lead to a prolonged cycle with higher price stability.

CryptoMacro
12:04

Analysts report a surge in exchange inflows as Bitcoin tests the $80,000 level, suggesting potential selling pressure. The increased inflows could signal profit-taking or a shift in market sentiment.

CryptoMacro
09:15

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.

MacroUS Stocks
09:10

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.

CryptoMacro
08:15

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.

CryptoMacro
07:55

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.

Macro
07:20

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.

CryptoMacro
06:28

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.

AI × CryptoMacro
03:32

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.

CryptoMacro
02:54

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.

MacroUS Stocks
02:16

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.

MacroUS Stocks
02:08

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.

Macro
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