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Aug 25
03:50

Leveraged products tied to Samsung Electronics and SK Hynix, South Korea’s top chipmakers, experienced nearly $1 billion in outflows this month. The exits reflect investor caution amid a global tech selloff and concerns over semiconductor demand.

MacroUS Stocks
03:45

ChangXin Memory (CXMT) has been selected as the core LPDDR6 memory partner for Xiaomi’s Xuanjie O3 chip, marking a significant advancement in domestic memory technology. This collaboration highlights China’s progress in high-bandwidth memory for AI applications, though it is not directly related to RWA or crypto sectors.

Macro
03:40

US media reports that the US is considering imposing an additional 7.5% tariff on Chinese goods. This move could escalate trade tensions between the two largest economies, potentially impacting global markets.

MacroUS Stocks
02:55

A fire broke out at the Afipsky oil refinery in southern Russia following a drone attack. The incident highlights ongoing geopolitical tensions affecting energy infrastructure. No further details on damage or casualties were provided.

Macro
02:41

A research institution reports that AI infrastructure spending is surging, prompting cloud service providers to focus more on efficiency and financial discipline in the second half of the year. This shift reflects growing pressure to optimize costs amid rapid expansion.

Macro
02:35

Goldman Sachs reports that crypto trading volumes have declined for ten consecutive months, suggesting a potential inflection point may be approaching. The bank’s analysis indicates that despite the prolonged downturn, market conditions could be set for a reversal.

CryptoMacro
02:33

South Korea’s KOSPI index rose 0.68% to close at 6,742.73 points on Tuesday, while Japan’s Nikkei 225 gained 0.50% to finish at 65,856.43 points. Both markets posted gains, reflecting positive sentiment in Asian equities.

MacroUS Stocks
02:20

Micron highlights that the AI storage wall is intensifying, with HBM accounting for 17% of interruptions during Meta’s Llama 3 training. This underscores the growing demand for memory bandwidth in AI workloads, potentially impacting the crypto AI sector.

AI × CryptoMacro
01:52

Brent crude oil (XBRUSD) has dropped to $92 per barrel, currently trading at $91.97, marking a 1.5% decline over the past 24 hours. The data comes from Gate.

Macro
01:10

Options markets imply a potential $280 billion swing in Nvidia’s market value after its earnings report, lower than the expectation before May’s earnings. This reflects reduced volatility expectations for the AI chip giant.

MacroUS Stocks
00:50

Tesla has increased the prices of its Cybertruck models in the US market. The adjustment reflects ongoing cost changes and market conditions.

MacroUS Stocks
00:00

Apple is reportedly preparing a new Mac mini, its first refresh in two years, which could be unveiled before the iPhone launch event in September. The update signals Apple’s continued investment in its Mac lineup amid broader product cycle changes.

Macro
Aug 24
23:49

Treasury Secretary Bessent announced the next bond repurchase operation on September 9, with buyback sizes for long-dated bonds at least doubled to $40B per operation. Reports suggest the Treasury may tap its nearly $1T TGA account to fund the expanded repurchases, though details remain undecided. The move aims to provide liquidity support to the long-end Treasury market, but market skepticism persists.

MacroUS Stocks
23:34

Bitwise’s head of derivatives, Gordon Grant, argues on the Bits + Bips podcast that stress in the long-dated Treasury market is driving Bitcoin’s rise to $80,000, despite a co-host deeming government intervention unnecessary. The discussion highlights the macro link between bond market volatility and crypto’s appeal as an alternative asset.

CryptoMacro
23:05

A prominent investment figure who once mentored Scott Bessent has publicly opposed the Treasury’s decision to buy back US government bonds, calling it a mistake. The criticism highlights ongoing debates over fiscal and monetary policy, which could impact broader markets.

MacroUS Stocks
22:29

Bitcoin surged back above $80,000 for the first time in 100 days, driving a broad crypto rally with ETH and altcoins posting significant gains. The move is fueled by regulatory easing, Treasury buyback expansion, and ETF inflows, but analysts warn of a possible short squeeze. Mixed signals suggest volatility ahead, with bulls targeting $85K-$90K and bears eyeing support at $65K-$69K.

CryptoMacro
22:28

Amid escalating trade disputes, President Trump stated that the US ‘urgently needs’ Canadian aluminum. The remark highlights ongoing tensions in trade relations and the importance of aluminum imports for American industries.

MacroUS Stocks
22:28

Japan’s Nikkei 225 index reversed earlier losses to trade higher during the session. The rebound reflects improving market sentiment amid ongoing economic developments.

Macro
22:28

The latest approval rating for former President Trump has been published. This news is unrelated to crypto or RWA tokenization.

Macro
22:28

Bitcoin’s price has surged past the $80,000 mark for the first time, signaling strong bullish momentum in the cryptocurrency market. This milestone reflects growing investor confidence and increasing institutional adoption.

CryptoMacro
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