30-year Treasury yields have closed above 5% for 55 days this year, the longest streak since 2006. With fiscal deficits, corporate debt supply, and Fed hike expectations converging, long-duration bonds...
South Korea's August exports surged 68.7% year-on-year to $98.25 billion, led by a record $46.65 billion in semiconductor shipments, as AI demand continues to explode. The data bolster the central...
Apple's new CEO John Ternus inherits a pivotal AI test as AAPL slips on the leadership change. This analysis explores the implications for Apple's stock, the AI race, and the...
Zhipu AI's ARR surged to $1.6B, with a year-end target of $2.4B, but it admits lagging Anthropic by 17 months. Despite a 101% API price hike, token usage grew 40x,...
The TRUMP meme coin team transferred $26.65 million in tokens, raising concerns about insider selling and market volatility. This event underscores the risks of meme coins and the need for...
Arthur Hayes has launched Technocore.chat, an open-source AI agent chat service that uses DIDs and Ed25519 signatures for identity. The platform is tied to FLOP token incentives, aiming to reward...
Robinhood's latest teaser video hints at a new product launch, possibly expanding its crypto and DeFi offerings. The move could signal deeper integration with Web3 and tokenization, but regulatory challenges...
Arthur Hayes launches Technocore.chat, a minimal, open-source chat server for AI agents, operated by Flop Labs. The service emphasizes simplicity and security, potentially laying groundwork for decentralized agent communication and...
Crypto trader Rune claims to have bought 37.4% of a Nasdaq shell for $1.8M, planning to tokenize its stock and pair it with a meme coin to force a short...
Manus has resumed independent operations, with its founding team at the helm. This move signals a renewed focus on general-purpose AI agents, which could accelerate the convergence of AI and...
China's AI model market is booming with rapid upgrades and surging usage, driving cloud capex into a new expansion cycle. BofA forecasts top-four cloud capex to grow 98% in 2026,...
Manus has resumed independent operations, with founding team members leading the charge toward general-purpose AI agents. The move signals a convergence of AI and crypto, as autonomous agents increasingly interact...
Hyperliquid's potential entry into the US market via Kraken's regulated subsidiary Bitnomial signals a shift in DeFi strategy: integration with regulators rather than confrontation. This move could set a precedent...
Solana spot ETFs saw a modest $925K daily inflow, led solely by Fidelity's FSOL, bringing cumulative net inflows to $1.34B. The data points to cautious institutional accumulation and Fidelity's strong...
XRP spot ETFs recorded $5.64M in net inflows on Aug 31, led by Canary XRP ETF. Total assets now $1.455B, with cumulative inflows of $1.669B, signaling steady institutional interest in...
Tom Lee predicts a strong market rebound if the Fed skips a rate hike in September, with crypto, especially ETH, likely to trigger FOMO. A dovish Fed could boost risk...
In a revealing podcast, crypto veterans disclosed that 70-80% of their funds are in US stocks, with only Bitcoin and Zcash in crypto. This signals a flight to quality and...
Tim Cook steps down as Apple CEO, succeeded by John Tenus. Tenus faces the challenge of launching a foldable iPhone and revamping Siri with AI, amid slowing hardware growth and...
Goldman Sachs' latest US economic analysis finds no broad overheating, but identifies AI-driven capacity constraints in electrical equipment, machinery, and professional services. The report suggests these localized bottlenecks are unlikely...
Goldman Sachs reports no broad US economic overheating, but AI-related sectors show localized capacity tensions. The report suggests AI-driven inflation is contained, supporting risk assets; however, if bottlenecks spread, inflation...
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