Bernstein analysts argue Circle can sustain growth without the Clarity Act, citing USDC supply rebound and expanding volumes. The firm sees 59% upside, driven by global stablecoin demand and network...
Newly revealed 2007-2011 Fed projections show Chair Warsh was consistently the most inflation-hawkish official. His Jackson Hole speech on August 28 could signal a less dovish Fed than markets expect,...
Fasset achieves unicorn status with a $68M Series C led by SBI Group, boosting its cross-border stablecoin and RWA tokenization infrastructure. The raise signals growing institutional interest in blockchain-based payment...
Barclays research shows energy is the only S&P 500 sector that historically gains in the quarter after the first Fed rate hike, while financials and defensives suffer. With markets pricing...
Tech bond spreads are widening, competing with U.S. Treasuries for capital and undermining Treasury Secretary Bessent's 'put' on long-end yields. This is pressuring stocks and bonds, with global implications as...
Tron Inc. stock jumped 7.49% as its treasury topped 711 million TRX and the network crossed 400 million accounts. The dual catalysts signal strong fundamentals and growing user adoption, positioning...
Alibaba's surprise $10B equity placement triggered an 8% stock drop, but Nomura argues the 3.7% dilution is manageable and removes financing overhang. The choice of equity over debt reflects unfavorable...
Strive CEO Matt Cole says Bitcoin's bear market is over after BTC broke out against both the US dollar and gold in the same week. He expects the next cycle...
Samsung's underwhelming shareholder return plan triggered a selloff in Asian tech stocks, while markets await Nvidia earnings and Fed signals. Gold rises on dollar depreciation fears, and investors focus on...
Alibaba's record $10B discounted placement triggered a tech stock rout across Asia, with the ChiNext and Hang Seng Tech indices falling 4% and 3.9% respectively. Defensive sectors like coal and...
At Hot Chips 2025, Samsung, Micron, SK Hynix, and Nvidia unveiled roadmaps showing HBM moving from commodity to custom, 3D-stacked designs. With spot prices up ~7x and supply tight, memory...
Stocks have largely priced in this week's Fed speech, but Bitcoin's reaction remains uncertain due to its unique liquidity sensitivity and regulatory overhang. Analysts are split on whether BTC will...
BitMEX co-founder Arthur Hayes has repurchased 1.9 million ETHFI tokens at $0.62 each, paying a premium to re-enter after selling earlier. The move signals confidence in liquid restaking protocols despite...
BofA's Michael Hartnett warns that markets are too complacent about the midterm elections. If Democrats win the Senate, deregulation and AI policy support could collapse, triggering a 10%+ stock market...
Wallets linked to the Trump team have again pulled millions in USDC from TRUMP memecoin liquidity pools during a price rally, a pattern first tracked by LookOnChain. The move raises...
KPMG Australia's restructuring, cutting 360 employees and 27 partners, reflects weakening consulting demand and could impact the crypto sector's institutional adoption. The move may lead to a rise in specialized...
Keep's H1 2026 earnings show a strategic pivot: consumer product revenue surged 21.7% to nearly 60% of total, while membership revenue fell 26.9%. The company is improving profitability but faces...
Bitcoin has achieved its largest weekly dollar gain in history, outperforming both the dollar and gold. Strive CEO predicts the next cycle will be the strongest ever, signaling a shift...
Goldman Sachs sharply raised its global wafer fab equipment spending forecasts for 2026–2028, citing strong semiconductor capex and equipment demand. The upgrade signals a robust upcycle in the semiconductor industry,...
Nvidia's upcoming earnings report, with $92 billion in sales at stake, will test the resilience of the AI trade. A strong result could boost AI-crypto convergence, while a miss might...
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