Gate Insights and Crypto Market Analysis

From 2026 to date, six technology companies—Amazon, Alphabet, Nvidia, Meta, Oracle, and SpaceX—have issued a record $182 billion in investment-grade bonds, up 1,300% from about $13 billion in the same period of 2025. These six firms account for nearly 15% of the total U.S. corporate bond issuance volume this year to date and contribute more than 50% of the increase in corporate bond issuance this year. In the same period, there were seven bond trades in the U.S. market with deal sizes of $25 bil

Foreign investors increased their holdings in Korean semiconductor equipment and consumer goods stocks this month through July 10, according to investment industry data. The buying pattern reflects growing interest in performance-backed stocks ahead of the Q2 earnings season. Among listed

Lam Research and KLA Corp stocks declined 2.4% each in premarket trading on Friday, while Applied Digital shares fell nearly 1%, retracing gains from the previous session after momentum from Meta Platforms' custom chip program announcement faded. The pullback followed Thursday's rally when Reuters r

The PLUS Japan Semiconductor Materials/Parts/Equipment ETF delivered a net asset value (NAV) return of 104.54% over one year as of the previous day, according to Korea Fund Ratings FundSquare on the 10th, alongside 7.42% in one month and 17.75% in three months. The ETF maintained stable

Korean retail investors concentrated net purchases in 2x-3x leveraged exchange-traded funds tracking US and Hong Kong stocks during the week of July 3-9, as artificial intelligence semiconductor stocks entered a consolidation phase. Half of the top 10 US stock net purchases by Korean investors

FX swap points in South Korea's foreign currency funding market showed divergent trends on the 10th, with short-term maturities weakening while long-term contracts posted slight gains. The 1-year swap point closed at -14.60 won, up 0.20 won from the opening price, despite reports that Hanwha Ocean s

UK Labour Party lawmakers led by Liam Byrne are gathering support for amendments to the Representation of the People Bill that would permanently ban political parties and candidates from accepting crypto asset donations. The proposed revisions, which had gathered at least 20 signatures by midday

KOSPI and KOSDAQ rebounded with buy-side circuit breakers triggered on both indices as semiconductor concentration eased. KOSPI closed up 2.52% at 7475.94 while KOSDAQ surged 5.47% to 837.43. The rally occurred as Samsung Electronics rose 2.52% to 285,000 won and SK Hynix declined 0.27% to 2.18

Hoban Construction increased its stake in Hanjin KAL to 20.15% through on-exchange purchases, narrowing the gap with Chairman Cho Won-tae's holdings to just 0.42 percentage points. According to a disclosure filed with the Financial Supervisory Service on the 10th, Hoban Construction now

Japanese stocks rallied on the 10th, with the Nikkei 225 index climbing 813.88 points (1.20%) to close at 68,557.73, recovering the 68,000 level for the first time in four trading sessions. The advance was driven by positive semiconductor sector news from the United States, including reports that

Hong Kong's Securities and Futures Commission ordered internet brokers and licensed virtual asset trading platforms to replace one-time passwords with phishing-resistant authentication methods in requirements published on July 9. Firms must implement stronger login and device binding controls

Metaplanet, a Bitcoin treasury strategy company, announced on the 10th (local time) that it will jointly explore the launch of Bitcoin-collateralized digital credit products with stablecoin issuer JPYC, token securities platform Progmat, and its subsidiary Shibou Securities. The initiative aims to c

Bitcoin is displaying a weekly death cross signal and a macro oscillator reading in a historical low zone, according to analysts Jelle and James. The death cross occurred after a prolonged period of market weakness, with Bitcoin's shorter-term moving

Ethereum is holding a support zone between $1,720 and $1,745 while analysts identify potential price targets in the $1,820-$1,840 range. The cryptocurrency is attempting to build a short-term breakout setup after its recent rally, with technical analysts watching whether buyers can defend key

Solana is testing a $78 support zone while maintaining a technical structure that analysts say could support a move toward $400. According to analyst Celal Kucuker, SOL has shown strong defense at this level and retains the potential to reach new all-time highs. The setup depends on holding the

South Korean securities industry observers noted on May 10 that discussions about reintroducing the Financial Investment Income Tax have gained momentum following President Lee Jae-myung's April comments at the National Economic Advisory Council. Lee stated in April that 'transaction tax and

Korean corporations shifted funding strategies from corporate bond issuance to bank loans during the first half, according to analysis by Lee Kyung-rok, a researcher at Shinhan Securities. The shift occurred as corporate bond rates rose above bank lending rates, making direct financing more

Elon Musk called Anthropic 'obviously currently the leader in AI' in a post on X, marking a reversal from earlier criticism as the Claude developer prepares for a U.S. initial public offering. The statement came after Anthropic confidentially filed for an IPO in June, weeks following a funding

The Brazilian Federal Police executed Operation Veil of Maya on Monday, targeting 87 shell companies involved in an illegal betting ring that used cryptocurrency to launder and redirect gambling funds abroad. The operation included 9 search-and-seizure orders in São Paulo, Ribeirão Preto, Porto

SpaceX moved small amounts of Bitcoin between company-controlled wallets on July 7, marking the first labeled wallet activity in about six months according to Arkham Intelligence data. The transfers totaled less than $300 and involved Coinbase Prime Custody-tagged addresses, with no funds moving to