Global TradFi & Macroeconomics

Bitcoin's price climbed above $66,000 in mid-July as US spot Bitcoin ETFs recorded approximately $980 million in net inflows from July 14 to 22, reversing a sharp $425 million outflow on July 13. The recovery has reignited market debate over three factors supporting a second-half rally thesis:

According to Financial News, South Korea's Kosdaq index plummeted to below the 600 level today (July 29), down from around 900 just one month ago—a roughly 33% decline in one month. The broader market faces unprecedented liquidity pressure, compounded by stricter delisting criteria now in full

KOSDAQ stocks fell 28.02% in one month, with the index dropping from 920.57 on June 29 to 662.68 on July 29, according to financial investment industry data released on July 29. The sharp decline coincided with the Korea Exchange's implementation of stricter listing maintenance requirements this mon

On July 29, Europe's major stock indices opened higher. The Stoxx Europe 50 index rose 0.14%, Germany's DAX gained 0.16%, the UK's FTSE 100 advanced 0.44%, and France's CAC 40 increased 0.27%.

According to Paysafe Investors, U.S. spot Bitcoin ETFs saw $980 million in net inflows from July 14 to 22, reversing earlier outflows. However, this recovery follows a $4.9 billion net outflow in Q2, suggesting limited institutional rebound so far. The Bitcoin market is also watching the Federal

According to Foreign Policy Journal, CoreWeave reported on 27 July 2026 a $99.4 billion contracted backlog against $50.8 billion in total liabilities and negative $4.7 billion free cash flow, with only 1 GW of 3.5 GW contracted power capacity operational. The company's stock fell 40.1%

According to BlockBeats, UBS Group CEO Sergio Ermotti predicted on July 29 that market volatility will continue to surge through the remainder of 2026. Ermotti cited macroeconomic conditions, geopolitical tensions, significant stock market divergence, and energy price pressures as potential

According to Seoul bond market data, South Korea's 3-year benchmark government bond yield fell 5.7 basis points to 3.773% on July 29 afternoon, while the 10-year yield declined 4.7bp to 4.245%, marking lows not seen since July 10. The decline was driven by a sharp sell-off in semiconductor stocks, w

According to the Financial Supervisory Service, Krafton reported Q2 2026 operating profit of 410.9 billion KRW on July 29, exceeding analyst consensus of 402.6 billion KRW. The company generated revenue of 1.2902

Bitcoin dropped to a 24-hour low of US$62,785 before recovering to approximately US$63,836 by Wednesday afternoon AEST, marking a 4.3% decline from Monday's intraday high of US$65,618 and leaving the cryptocurrency down 3.7% over seven days. The decline coincided with a second consecutive session of

Terton Capital filed a complaint with Korea's Financial Supervisory Service on 전일 and requested access to Golfzon Holdings' shareholder registry, escalating opposition to the controlling shareholder's delisting tender offer. The US-based investment fund acted after Golfzon Holdings' board failed to

Spot silver rallied $1 intraday today to $58.10 per ounce, representing a 1.75% gain.

BNK Investment & Securities cut its target price for SK Hynix to 1.48 million KRW from 1.85 million KRW on July 29, immediately following the company's second-quarter earnings announcement. The downgrade reflects slowing demand momentum and concerns over future oversupply in the memory chip

According to Jin10, on July 29 at 22:00 Beijing time, 7 foreign exchange option orders with strike prices above 1 billion each are set to expire. The expiring orders span major currency pairs including

LG Electronics announced an interim dividend of approximately 89.7 billion won and plans to cancel 100 billion won worth of treasury shares within the year on May 29. The company set the interim dividend record date as August 13 and decided to distribute a cash dividend of 500 won per share for

Bloom Energy Corp. (BE) reported Q2 revenue of $1.065 billion, marking 166% year-over-year growth and the company's first quarter exceeding $1 billion. The San Jose, California-based fuel-cell energy provider posted earnings per share of $0.78, up from $0.10 in the prior-year quarter, and raised

According to Yonhap Infomax, LG Electronics announced today (July 29) an interim dividend of 89.7 billion KRW and a plan to retire 100 billion KRW worth of treasury shares within 2026. The interim dividend record date is set for

According to StockTwits, Bloom Energy (BE) reported strong second-quarter results overnight, posting revenue of $1.065 billion, representing 166% year-over-year growth and surpassing the $1 billion quarterly mark for the first time. The company also beat earnings expectations with $0.78 per share, c