Flash News

TREE NEWS update: Goldman Sachs analysts argue that market pricing for Federal Reserve interest rate hikes is excessively hawkish, suggesting the central bank may not tighten as aggressively as anticipated. This view could influence investor sentiment across risk assets, including cryptocurrencies and tokenized real-world assets.

TREE NEWS update: US Treasury debt is about to hit $40 trillion, with interest costs becoming the largest federal expense, pressuring bond markets. BofA’s Michael Hartnett recommends going long gold as the top hedge against dollar depreciation, bond collapse, and asset inflation, while warning of a bearish steepening yield curve and AI debt issuance crowding out Treasury buyers.

TREE NEWS reports: US corporate AI spending has surged, with the top 1% of companies spending $7,400 per person monthly. This highlights the rapid adoption of AI technologies in the business sector, potentially impacting tech stocks and the broader market.

TREE NEWS update: The US is reportedly pushing multiple countries to choose between American and Chinese AI technology, intensifying the geopolitical tech rivalry. This move could reshape global AI supply chains and impact crypto and RWA markets reliant on cross-border tech infrastructure.

TREE NEWS update: Market sources indicate that AI company Anthropic expects its revenue to reach $190-200 billion by 2028. This projection highlights the rapid growth potential in the AI sector, which could influence broader tech market sentiment.

TREE NEWS update: Ship passages through the Strait of Hormuz fell significantly over the weekend, raising concerns about oil supply disruptions. The decline comes amid heightened geopolitical tensions in the region, which could impact global energy prices and risk sentiment.

TREE NEWS update: Spot gold opened slightly higher at $4,380.58 per ounce, reflecting modest gains in the precious metals market. The move comes amid ongoing macroeconomic uncertainty, though no major catalysts were cited.

TREE NEWS reports: The SEC has canceled a scheduled meeting on crypto regulatory rules, further delaying its innovation exemption plan. This postponement adds uncertainty to the regulatory landscape for digital assets.

TREE NEWS reports: Next week brings China’s July economic data, earnings from Alibaba and Baidu, the Fed’s July meeting minutes, and a US warning of unprecedented economic strikes on Iran. These events will shape market sentiment across crypto, macro, and US equities.

TREE NEWS reports: Leaked details reveal that the Trump administration secretly contacted Iran’s Revolutionary Guard Corps, bypassing official negotiators during US-Iran talks. This disclosure could impact diplomatic relations and geopolitical stability in the Middle East.

TREE NEWS update: VanEck’s head of research suggests that the passage of the CLARITY Act could spark a significant rally in Layer-1 blockchain tokens. The bill, if approved, would provide regulatory clarity for digital assets, potentially boosting investor confidence in the sector.

TREE NEWS update: Next week, President Trump is expected to attend a White House innovation meeting with crypto CEOs from Coinbase, Ripple, and others, ahead of the first CFTC advisory committee meeting. The Fed will release July meeting minutes on August 20, with markets focused on rate hike signals. Additionally, several crypto-related events include Binance delistings, Coinbase’s US500 futures launch, and a Bitcoin eCash hard fork.

TREE NEWS reports: Apple will combine its proprietary AI with Alibaba’s Qwen model to deliver Apple Intelligence on iPhones in China, marking a strategic collaboration to navigate regulatory and market challenges. This move underscores the growing importance of local AI partnerships for global tech firms in the Chinese market.

TREE NEWS reports: MicroStrategy (now Strategy) has shifted from being the largest Bitcoin buyer to a seller, having sold some holdings to fund dividends and buybacks, with analysts estimating up to $4.5B more in potential sales. This reverses a key structural buying force, posing near-term risk to Bitcoin’s price, though macro conditions are improving. Across 109 Bitcoin treasury companies, potential selling could reach $7.5B, but this may also signal a market bottom soon.

TREE NEWS reports: Galaxy Research has reduced the probability of the CLARITY Act passing to 10%, citing unresolved issues around ethics, stablecoin yields, and developer protections, as well as a narrow Senate window in September. The lowered odds reflect growing skepticism about the bill’s legislative prospects.

TREE NEWS reports: Metrics Ventures’ July-August market report argues that bond and currency markets are pricing in dollar weakness despite stock market complacency, favoring gold and constrained resources like copper. The fund sees limited crypto upside until excess liquidity is fully released and AI growth is priced in, recommending long positions in resource equities over Bitcoin.

TREE NEWS reports: Ireland is developing industry standards to combat illicit cryptocurrency use under its AML framework, including stricter measures on private wallet transfers and overseas digital asset firms. The proposals aim to enhance regulatory oversight of crypto activities.