Gate Insights and Crypto Market Analysis

Mirae Asset Securities analyst Kim Seok-hwan stated in a recent report that market questions surrounding NVIDIA's earnings have shifted from AI demand sustainability to quality of growth. The analyst noted that NVIDIA recorded revenue of $96 billion in the recent quarter, with data center revenue re

The won-dollar exchange rate rebounded to 1379.5 won on the 29th at 6 AM after reaching an annual low of 1371.0 won on the 28th. US Federal Reserve Chair Kevin Warsh's Jackson Hole speech triggered the reversal, as he stated that if inflation does not move toward the 2% target at sufficient speed, t

AB senior equity strategist Walt Zaikey analyzed US stocks performance patterns showing divergence between index gains and underlying fundamentals in Q2. The S&P 500 rose 15.2% in Q2 driven by a small number of large-cap AI technology stocks, while approximately 30% of index constituents

Bitcoin and gold rallied simultaneously from the 13th to the 28th, with Bitcoin surging 24% in won and 25% in USD while gold topped 900,000 won domestically and $4,600 per ounce internationally. US fiscal concerns and dollar weakness drove investors into a 'debasement trade' strategy of rotating

Skylabs will list on KOSDAQ on September 4th with an offering price of 10,000 won, below its hoped-for range of 13,000-16,000 won. The digital healthcare company's demand forecasting saw 60.11% of demand concentrated below the lower band. Neosapience begins demand forecasting on September 2nd and

Neosapiens and Wise Planet Company are conducting institutional investor demand forecasts during the first week of September for their upcoming Korean stock market listings. Neosapiens operates the GenAI-based voice solution platform Typecast and plans to offer 2 million shares at a price range of ₩

Grok AI, developed by Elon Musk's team, predicts Bitcoin will trade between $95,000 and $120,000 by the end of 2026, with a base-case target near $105,000. The forecast follows an eight-session ETF buying streak that removed $2.8 billion from the market, with August inflows exceeding $3 billion

Bitcoin fell 2.5% to $77,588 on Aug. 29, 2026, following Federal Reserve Chair Kevin Warsh's hawkish speech at the Jackson Hole Economic Policy Symposium. The decline came after Warsh stressed the central bank has "work to do" and criticized forward guidance, causing rate hike odds to jump

Zcash may have further upside despite rising approximately 19-fold over the past year, according to Grayscale Head of Research Zach Pandl, who said Aug. 25 that the privacy-focused cryptocurrency could challenge Bitcoin's network effects. ZEC remained valued at less than 1% of Bitcoin's market

Individual investors in South Korea sold 1.77 trillion won worth of single-stock leveraged products in the one-month period following regulatory implementation on last month 31st, according to data from Korea Exchange and KOSCOM released on the 30th. Financial authorities raised entry barriers for s

Bitcoin recovered to $80,000 this month amid improved US liquidity but now faces a monetary policy test as South Korea and Japan tighten. The Bank of Korea raised its benchmark rate by 0.25 percentage points to 3.00% on the 27th, marking two consecutive monthly increases for the first time in 3

The New York Stock Exchange faces a data-heavy week from August 31 to September 4 (US Eastern Time), with US stocks expected to react to the August employment report and Broadcom earnings results. Traders returning from vacation will bring improved liquidity and trading volume to the market. Fed

Hyundai Motor held its 2026 CEO Investor Day on the 26th, receiving positive analyst reviews for its flexible electrification strategy and cost innovation approach while facing questions about its robotics business model. The company's stock closed at 399,500 won on the 28th, up 0.38% from the

Lotte Holdings refinanced short-term debt by issuing bonds to repay commercial paper, following successful demand forecasting on the 25th that attracted 345 billion won in orders for an 80 billion won issuance. The refinancing aims to reduce the proportion of short-term borrowings, which accounted f

Korean retail investors shifted capital from KOSPI to US and Japanese stocks through May 28, according to data released May 30 by Korea Exchange. KOSPI daily average turnover rate fell to 0.54% through May 28, the lowest level this year, while US stock holdings by Korean investors increased 8.86% to

The KOSPI closed at 6788.88 on May 28, down 1.79% (123.49 points), as Korean stocks failed again to break the 7000 level despite large-scale share buyback programs from Samsung Electronics and SK Hynix. The index gained 1.4% for the week of May 24-28 but repeatedly surrendered gains when

The Bank for International Settlements renewed criticism of stablecoins on Friday, with General Manager Pablo Hernández de Cos questioning their credibility as a means of payment at scale, according to Reuters. Hernández de Cos, a candidate to succeed European Central Bank President Christine

Solana network validators passed governance proposal SGP-0002 with 67% support after Helius CEO Mert Mumtaz secured a last-minute vote change from Kraken. The proposal doubles the network's disinflation rate from -15% to -30%, reducing the inflation schedule. Mumtaz's lobbying in the final hours

U.S. spot bitcoin exchange-traded funds recorded $202 million in net outflows on August 28, according to Sosovalue data, ending a nine-day inflow streak that accumulated approximately $3.04 billion starting August 17. The reversal occurred as spot ether ETFs moved in the opposite direction,

The Bank of Korea implemented consecutive interest rate hikes, ushering in a 3% policy rate era, as bond yields rose on May 28. The 3-year Korean treasury bond yield closed at 3.788%, up 3.3 basis points from the previous trading day, while the 10-year yield finished at 4.284%, climbing 4.6 basis po