Gate Insights and Crypto Market Analysis

SK Telecom and Naver Cloud submitted proposals for South Korea's government-led cybersecurity AI foundation model development project between July 22 and August 26. The Ministry of Science and ICT announced on August 26 that two consortiums led by

Bank of America identified 16 growth stocks with low correlation to major AI stocks in a client note issued on the 21st by Savita Subramanian, head of US equity and quant strategy. The selection addresses what BofA termed 'AI fatigue' among growth investors seeking to reduce AI concentration while m

Korea Zinc and Youngpoong/MBK Partners clashed over allegations regarding Won Asia Partners investments. Youngpoong/MBK claimed that over 69 billion won in Korea Zinc funds flowed into three unlisted entertainment and content companies after initial investments by Chairman Choi Yun-beom's family. Ko

Roman Storm, co-founder of crypto mixing service Tornado Cash, will face a retrial on April 26, 2027, as ordered by U.S. District Judge Katherine Polk Failla on Tuesday. The retrial was postponed in light of Storm's pending motion for acquittal filed in September 2025. Storm was convicted on a

Bitwise Asset Management launched Automated Token Portfolios for qualified non-US investors. The product allows investors to hold tokenized US equities in self-custodial wallets with automated rebalancing. Bitwise introduced the portfolios, branded ATPs, one day after Coinbase launched tokenized

Foreign investors net sold 4.4476 trillion won in Samsung Electronics and SK Hynix stocks during the one-week period from August 20 to 26, accounting for 73.8% of total foreign net selling in Korean stocks. The selling occurred despite reduced volatility in the KOSPI index compared to the previous m

South Korean government officials confirmed on the 26th that Korea Treasury Bond (KTB) issuance will remain stable despite the creation of a Future Response Fund. A Blue House official stated Korea's bond market is still relatively small and should expand to maintain its benchmark function. The gove

Hyundai Engineering & Construction and Doosan Enerbility led South Korean construction stocks to a 25% surge this month, the largest gain among KOSPI sector indices, driven by expectations for accelerated US nuclear power plant construction. Hyundai E&C disclosed completion of basic design (FEED) fo

Samsung Electronics and SK Hynix absorbed foreign selling pressure through large-scale share buyback programs, with other corporations net purchasing 7.15 trillion won in Korean stocks over six trading days from May 19 to May 26. The KOSPI index closed at 6,808.21 on May 26, up 0.97%, after corporat

South Korean securities firms and banks face an estimated 9 trillion won in fines from the Fair Trade Commission over alleged collusion in government bond primary dealer operations, with the FTC scheduled to begin plenary meetings on the 27th and

Fidelity International recommended bank stocks, AI supply chain firms, and gold to counter structural inflation, CNBC reported on the 26th. The global asset manager attributed persistent high inflation to five structural factors: massive government fiscal deficits, astronomical AI infrastructure

Morgan Stanley acquired a 5.08% stake in Daehan Shipping, disclosed on the 26th through South Korea's Financial Supervisory Service electronic disclosure system, marking the global investment bank's entry as a major shareholder in the Korean shipping company. The acquisition, based on holdings as

Kinetiq unveiled Elysium on August 24, an upcoming Layer 2 network for the Hyperliquid ecosystem that will use HYPE as its native gas asset. The L2 is designed to address performance constraints encountered by applications operating through HyperEVM while targeting higher-performance execution for s

Goldman Sachs and Canaccord Genuity raised price targets on Coinbase and Strategy stocks on August 25 following Bitcoin's rebound toward $80,000. Goldman Sachs analyst James Yaro increased Coinbase's 12-month price target to $196 from $173 while maintaining a Buy rating, and Canaccord Genuity analys

South Korea's Joint Response Team against Stock Price Manipulation initiated a forced investigation against Hanmi Accounting Corporation on the 26th, according to financial authorities. The investigation targets allegations of illegal stock trading using undisclosed material information of listed co

Boeing secured a US military contracting vehicle worth up to $131.23 billion for the F-15 Eagle Crest program. The US Department of War awarded the indefinite-delivery/indefinite-quantity contract on Aug. 24, covering new aircraft production, systems integration, modernization, upgrades,

OpenAI unveiled its first custom AI chip on Tuesday, reporting that the Jalapeño processor delivered 1.5 to 1.9 times more AI work per watt and 1.7 to 3.6 times lower end-to-end latency than Nvidia Corp.'s GB200 and GB300 systems across specific benchmarks. The chip, developed with Broadcom and

South Korean high-dividend ETFs recorded 584.4 billion won in net asset inflows over the past month, bringing total assets to 23.63 trillion won, following shareholder return policy announcements from Samsung Electronics and SK Hynix. The inflows reflect investor demand for stable cash flow

X is preparing to add trading buttons alongside cryptocurrency and stock market data displayed within its social-media feed, former product chief Nikita Bier said on August 25. Bier stated that 'trade buttons' are coming soon to X's Cashtags feature, which already allows users to embed and view cryp

Kim Seung-hyun, Head of 1Q ETF Quant Solutions Division at Hana Asset Management, discussed AI investment strategy in an interview with MoneyToday on August 24. Kim stated that investors should focus on companies that will survive AI competition, emphasizing three criteria: superior technology,