Gate Insights and Crypto Market Analysis

Billionaire investor Mark Cuban stated on August 15 that chips as an asset class will become the new crypto, drawing a comparison based on scarcity and surging demand for advanced processors. The remark comes weeks before CME Group launches the first regulated futures contracts on computing power, s

MicroStrategy's Michael Saylor published a one-year performance chart on Sunday showing that Strategy Preferred Stock STRC outpaced Bitcoin. STRC gained 9% while Bitcoin fell 47% over the period from August 14, 2025, through August 14, 2026. The comparison measured four Strategy credit instruments a

Semiconductor exchange-traded funds in South Korea swept all top 10 weekly return positions during May 10-14, led by SOL Semiconductor Front-End ETF's 20.53% gain. The rally occurred as capital equipment investment expectations spread to front-end equipment stocks while the KOSPI recovered toward th

Barings Asset Management introduced the Barings K-Growth Leaders Fund as an investment option concentrating on South Korea's core growth industries. As of the 14th, the fund recorded a year-to-date return of 75.51%, according to financial data provider FnGuide. The fund targets sectors including

Foreign investors net purchased 8.07 trillion won in Samsung Electronics and SK Hynix stocks over four trading days from the 11th to the 14th, according to Korea Exchange data released on the 16th. The buying spree marks a reversal from the previous trend, during which foreign investors net

South Korea's equity-linked securities market recorded 3.5266 trillion won in issuance last month, marking the largest monthly volume since April 2023, according to Korea Securities Depository data released on the 16th. The resurgence follows the 2024 Hong Kong H-index crisis that triggered

South Korea's National Pension Service significantly reshuffled its domestic stock holdings between the end of 2024 and the end of 2025. SK Square, which climbed to 4th place in market capitalization, jumped from 40th to 7th position in NPS's portfolio valuation rankings during this period. The

Multiple South Korean semiconductor fabless and equipment companies are pursuing stock market listings as global artificial intelligence semiconductor demand drives production facility investment expansion. Hatchtech, a sensor IC design company, is set to list on the KOSDAQ on January 25, while

Korean investors concentrated purchases on Japanese semiconductor stocks from the 3rd to the 14th. Data from Korea Securities Depository showed Murata Manufacturing led net purchases at $5.319 million, followed by Tokyo Electron at $2.262 million. The buying shift occurred as Korean investors, who h

Fortinet, a cybersecurity company operating the FortiGate firewall platform, saw its stock close at $160.01 on August 14 (local time), marking a 105.46% increase from its January 2 closing price of $77.88. The surge follows the company's Q2 revenue reaching $2.05 billion, representing 26%

South Korea's financial authorities recently announced expanded real estate financial support measures, increasing the total from 26.3 trillion won to 47.8 trillion won+α, with the real estate investment banking (IB) industry focusing more on the policy signal that normal project financing (PF)

South Korea's National Pension Service and related pension funds net purchased 1.5339 trillion won of SK Hynix stocks between last month's 1st and this month's 14th, according to Korea Exchange data released on the 16th. During the same period, the funds net sold 964.6 billion won of SK Square

The USD/JPY exchange rate may attempt to break above the 160 yen level this week (17-21) in the New York forex market, drawing attention to whether Japan and the US will reactivate joint intervention. USD/JPY has gradually climbed from the 155 yen range following the two countries' joint interventio

Public bitcoin mining companies reduced their combined realized hashrate by 13.4% over six months, declining from 368.3 EH/s in Q4 2025 to 319.0 EH/s in Q2 2026, according to analysis by Miner Weekly and TheEnergyMag. The contraction accelerated as Core Scientific, TeraWulf, IREN, Cipher Digital and

Korean individual investors purchased US index ETFs and covered call products while selling domestic leverage ETFs during August 3-14, according to Koscomb Check data analyzed by News1 on August 16. TIGER US S&P500 topped individual purchases at 281.8 billion won, followed by KODEX US Nasdaq100 at 1

US Treasury long-term bond yields maintained elevated levels heading into the week of August 17-21, as the Strait of Hormuz remained closed and oil prices continued rising. The 10-year Treasury yield closed at 4.6940% on August 14, up 4.30 basis points from the previous week, while the 30-year yield

South Korea's KOSDAQ handed leadership to KOSPI as Samsung Electronics and SK Hynix rebounded in August's second week. KOSDAQ surged 10.98% in the first week (August 3–7) while KOSPI fell 5.10%. In the second week (August 10–14), KOSPI jumped 11.49% as KOSDAQ rose 8.24%. Foreign investors reversed c

Concentrix Philippines is launching an employer-matched Personal Equity and Retirement Account (PERA) for its over 100,000 employees through investment platform DragonFi. The initiative represents one of the largest corporate adoptions of the government's tax-advantaged retirement program in the Phi

Japan's government under Prime Minister Sanae Takaichi is pursuing an expansionary fiscal policy known as 'Sanaeomics' aimed at increasing the nation's nominal GDP, but faces challenges from rising long-term interest rates and increasing corporate bankruptcies, according to analysis from iM

Bitcoin issued 20.07 million BTC, or 95.57% of its nominal supply, as of 8 a.m. EDT on Aug. 15, 2026. The remaining 929,465 BTC will take more than a century to mine due to Bitcoin's halving mechanism, which cuts new issuance in half roughly every four years. Bitcoin's supply schedule was