TREE NEWS reports: The head of digital assets at BlackRock stated that the macro logic supporting Bitcoin continues to strengthen. This comment underscores growing institutional interest in Bitcoin as a macro asset.
TREE NEWS update: Franklin Templeton’s Chief Investment Officer stated that the market is at a turning point where large investors are beginning to allocate to liquid crypto funds. This signals growing institutional adoption of digital assets as an asset class.
TREE NEWS reports: Michael Burry, known for ‘The Big Short’, has increased his bearish bet against Nvidia while simultaneously purchasing call options to hedge the position. This move reflects his continued skepticism about the AI-driven rally in chip stocks.
TREE NEWS update: Wall Street is bracing for potential major shifts in U.S. Treasury debt management after Secretary Bessent announced a bond buyback program and hinted at changes to auction sizes. Banks like BofA and Deutsche Bank warn that the November refunding announcement is now a huge unknown, with options including expanding buybacks, shortening debt maturities, or even cutting long-term bond issuance. This departure from predictable debt management is injecting volatility into the $31 trillion Treasury market.
TREE NEWS update: US July PCE price index rose 0.2% MoM and 3.7% YoY, matching expectations, while core PCE held at 3.3% YoY. Consumer spending stalled, supporting the Fed’s case to hold rates, but inflation remains above target.
TREE NEWS update: Nvidia reported record Q2 FY2027 revenue of $96.2 billion, up 106% year-over-year, driven by surging data center demand for AI infrastructure. The company also announced a $108 billion Q3 outlook and plans to mobilize over $500 billion in third-party capital for AI data centers, but its stock dipped in after-hours trading amid concerns about sustainability and competition.
TREE NEWS update: Gold prices are supported by concerns over dollar depreciation, with market attention turning to a speech by Kevin Warsh. Investors are closely watching for any signals on monetary policy that could impact the dollar and precious metals.
TREE NEWS update: Apple’s next-generation M6 chip will be manufactured using TSMC’s 2nm process, driving demand for advanced packaging. This is expected to benefit Taiwan’s semiconductor supply chain, including packaging and testing firms.
TREE NEWS reports: Google’s TPU chips will adopt Intel’s EMIB packaging technology, marking a significant shift in chip manufacturing. MediaTek is also deepening its partnership with Intel, signaling broader industry collaboration.
TREE NEWS update: Hong Kong’s Hang Seng Index rose 0.48% at the open, while shares of Zhipu (a Chinese AI company) surged over 8%. This reflects positive market sentiment in the region.
TREE NEWS reports: The global semiconductor market reached $368 billion in Q2 2026, a 104% year-over-year increase. This surge underscores robust demand across sectors, though its direct relevance to crypto and RWA remains limited.
TREE NEWS reports: Kioxia plans to invest over 63 billion USD to build a new memory production facility in Japan. The move aims to boost its advanced memory chip output and competitiveness.
TREE NEWS reports: BlackRock attributes Bitcoin’s recent price surge to growing concerns over the US’s $40 trillion debt burden, positioning BTC as a hedge against fiscal instability. The asset manager highlights the macroeconomic backdrop driving demand for decentralized assets.
TREE NEWS reports: The UK government has instructed the Bank of England to enhance its efforts in digital currency and payment innovation. This move signals a proactive stance towards modernizing the financial system, potentially impacting the development of central bank digital currencies (CBDCs) and related technologies.
TREE NEWS reports: Bill Gates has proposed taxing AI tokens and robots to discourage companies from replacing human workers, and suggests creating a category of ‘human reserved’ roles that cannot be automated. His comments highlight growing concerns about AI’s impact on employment and the need for policy interventions.
TREE NEWS update: Nvidia’s shares rose in after-hours trading after reporting record quarterly revenue of $96.2 billion, doubling year-over-year. The company also disclosed $366 billion in future commitments and up to $108.5 billion in guarantee exposure.
TREE NEWS update: Nvidia CEO Jensen Huang stated that the future non-hyperscale cloud computing market could surpass the current total capacity. This suggests significant growth potential beyond major cloud providers, impacting the broader tech and AI infrastructure landscape.
TREE NEWS reports: Nvidia’s CFO guided that gross margins should stabilize at 72% to 73% in fiscal 2028, reflecting confidence in long-term profitability. The statement comes amid strong demand for AI chips, which continues to drive Nvidia’s financial performance.
TREE NEWS reports: NVIDIA announced it will support a 2-gigawatt compute project aimed at frontier AI laboratories. The initiative underscores NVIDIA’s commitment to advancing AI infrastructure, though details on specific labs or timelines remain undisclosed.
TREE NEWS update: Nvidia’s CFO emphasizes the company’s role as a neutral partner for sovereign AI clients, highlighting its commitment to providing infrastructure without bias. This positioning aims to build trust with governments and enterprises developing national AI capabilities.