Gate Insights and Crypto Market Analysis

Timothy Moe, Goldman Sachs Asia-Pacific Chief Equity Strategist, reaffirmed the firm's KOSPI target of 12,000 in a Bloomberg interview, stating the forecast is based on achievable earnings potential for Korean companies. The strategist argued that investors underestimate the duration of benefits

On September 4, 2026, Eastern Time, U.S. storage-chip stocks surged across the board. According to Gate 股票 market data, SanDisk Corporation（闪迪，SNDK.O） closed at $1,740.00, up 11.90% on the day; SK海力士（SKHY.O） closed at $177.00, up 8.14%; and 美光科技（Micron Technology，MU） closed at $1,016.59, up 6.10%. The synchronized rally among the three storage leaders has sparked widespread discussion about whether the “storage supercycle” has arrived. {currencyc

BOK researchers Jihyun Kim and Sangheum Cho’s latest study finds that when global exchanges allow users to directly purchase USD Stablecoins such as USDT with Fiat, this activity transmits selling pressure to the Forex market through market maker rebalancing, weakening local currencies. Chainalysis data shows that the total volume of Stablecoins purchased with Korean won from July 2024 to June 2025 reached $64 billion. BOK Research Methodology This study was co-authored by BOK researchers Jihyun

TokenWorks’ on-chain random NFT acquisition protocol FWA (Fake World Assets) surpassed 17,239 ETH in cumulative Filled Amount one month after launching on the Ethereum mainnet, with more than 162,000 draw settlements completed. At its peak activity on July 25, FWA briefly became Ethereum’s largest single Gas consumer across the Global network, temporarily surpassing Tether and Circle. FWA Core Mechanism and First-Month Data According to the FWA Pulse data dashboard, FWA’s core metrics for its fi

Harmony announced Sunday it plans to sunset its Layer 1 blockchain and migrate its native ONE token to Ethereum, with validators ceasing node operations starting Sept. 10. The platform cited continued security threats from state actors and AI agents as the reason for the shutdown, stating the Harmon

Tesla announced the commercial launch of its dedicated robotaxi 'Cybercab' in Austin, Texas last week, prompting major global investment banks to issue cautious evaluations citing insufficient details on specific business scale and timeline. The announcement fell short of market expectations

South Korea's government included the establishment of a Future Response Fund in its budget proposal for next year, with total fund size set at 162.3 trillion won and reserve funds of 104.4 trillion won planned for investment in stocks and bonds. Finance Minister Park Hong-geun stated on the 21st of

Bloomberg reported on September 7 that SpaceX CEO Elon Musk announced in an official SpaceX post that the Vera Rubin NVL72 system, designed in collaboration with NVIDIA, will be launched into orbit in Q4 2027. The first batch of orbital AI satellites will be powered entirely by NVIDIA chips and is expected to reach a “substantial scale” in 2028. Musk Announces Vera Rubin NVL72 System Specifications According to the official SpaceX post cited by Bloomberg, Musk wrote: “SpaceX collaborated with NV

U.S. spot bitcoin ETFs reported $986.9 million in net inflows for the week ended Sept. 4, extending positive flows to three straight weeks amid renewed institutional demand, according to SoSoValue data. Spot ether ETFs recorded $218.4 million in net inflows last week, also marking their third

According to Forbes, AI training data startup AfterQuery has completed its latest funding round at a valuation of $3.2 billion, with its valuation increasing more than tenfold in five months. Y Combinator (YC) partner Gustaf Alströmer said this was the shortest time it has taken a startup to go from founding to becoming a unicorn since the YC accelerator was established. AfterQuery’s Latest Financing: Valuation Reaches $3.2 Billion According to Forbes, AfterQuery completed its latest funding rou

Privacy coin Zcash (ZEC) was trading at approximately $1,227.34 on Sept. 7, with a 7-day rise of 46.9%, marking its highest price in nearly a decade since the Crypto market bull run in 2018. CoinGlass data shows that as ZEC broke above $1,200, approximately $56.91 million in leveraged positions were liquidated over 24 hours, of which approximately $51.25 million were short positions. ZEC’s Price Rise: marketcap Exceeds $20.784 billion According to CoinGecko data from the morning of Sept. 7, ZEC

GGBR, a tokenized commodity token on Ethereum, increased 89% in value over 30 days, reaching a total of $61.7 million, according to data shared by crypto commentator @tokenterminal. The surge reflects growing interest in tokenized commodities within the cryptocurrency ecosystem. Ethereum's

SpaceX CEO Elon Musk targets late 2027 for the first space data center launch, but experts project commercialization in the 2030s, CNBC reported on the 6th (US local time). The timeline gap reflects four unresolved technical challenges: vacuum heat dissipation, GPU obsolescence prevention,

Nike (NKE) stock will leave the S&P 100 Index on September 21 after its marketcap shrank to $57 billion, with four information technology companies taking its place: Dell Technologies, Palo Alto Networks, Arista Networks, and SanDisk; S&P Dow Jones Indices has formally announced the quarterly rebalancing. S&P Dow Jones Indices Effective September 21: Nike Leaves the S&P 100 S&P Dow Jones Indices has confirmed the quarterly rebalancing, with all changes taking effect on September 21, 2026. There

NVIDIA CEO Jensen Huang declared that artificial general intelligence (AGI) has arrived following OpenAI's unveiling of its GPT-6 Astra model, announcing plans to deploy 400,000 graphics processing units (GPUs). According to the financial investment industry on May 7, Huang stated via X (formerly

Korea Western Power's bond auction held on the 3rd received KRW 1.14 trillion in bids for a planned KRW 100 billion issuance. Market participants attributed the exceptional demand to expectations surrounding the government's plan to consolidate five power generation subsidiaries. The 2-year bond

Shinhan Investment & Securities appointed 9 CEOs over the past 20 years since 2005, with an average tenure of 31 months ranking as the second-shortest among 20 securities firms after Samsung Securities, according to the Financial Supervisory Service's electronic disclosure system on the 7th. The

Seoul forex market participants unwound yen-won short positions through May 4 as pressure mounted from Japanese authorities' intervention signals. The yen-won exchange rate rose nearly 1% during the week ending May 4, reversing a four-week consecutive decline. The shift occurred as Japan's authoriti

Samsung Securities lowered its year-end USD-KRW exchange rate forecast from 1,380 won to 1,300 won in a September 7 report, citing export growth exceeding expectations. The brokerage also projected the exchange rate will fall to 1,250 won by next year-end. Samsung Securities stated that large

The Federal Reserve (Fed) Federal Open Market Committee (FOMC) warned in its July meeting minutes that the equity risk premium for S&P 500 stocks had approached its lowest level since the dot-com bubble burst. This means that the excess return on stocks relative to the real yield on 10-year U.S. Treasuries had fallen to a multi-decade low. As of press time, the S&P 500 equity risk premium had remained below 2.5% for 5 consecutive months, a level last seen in May 2002. S&P 500 Equity Risk Premium