Gate Insights and Crypto Market Analysis

Morgan Stanley analysts recommended shifting investment focus from Hong Kong stocks to A-shares in a report released August 28. Strategists Laura Wang, Chloe Liu, and Vicky Wu stated the firm took profits on Hong Kong stock positions while identifying continued upside potential in China's A-share

USA Rare Earth, MP Materials, Energy Fuels, and Critical Metals Corp announced developments in rare earth production and financing during late August. On 8月24日, USA Rare Earth disclosed completion of a $1.55 billion capitalization for a special purpose vehicle tied to Serra Verde Phase 1 output,

Federal Reserve Chair Kevin Warsh reaffirmed the Fed's 2% inflation target and pushed back on the idea that inflation is beaten in his first Jackson Hole keynote on Friday. Speaking on his 100th day in the job, Warsh said the Fed's preferred inflation gauge, the PCE index, is running at 3.7%

IREN reported a $684 million loss in its fiscal fourth quarter ended June 30 as the Bitcoin miner transitioned to AI data center operations. The company's stock fell 8.2% in after-hours trading Thursday to $37.19. The quarterly loss included $450.4 million in asset impairments from retired mining

French Bitcoin treasury company Capital B raised €21.0 million ($24.5 million) through private share placement, according to an Aug. 28 announcement. The fundraise was conducted at €0.58 per ABSA — one share bundled with four share-subscription warrants — without pre-emptive subscription rights.

Meta Platforms, Amazon, Alphabet and Microsoft are experiencing financial strain from accelerating artificial intelligence infrastructure spending during the second quarter. The companies' capital expenditures have climbed above 100% of operating cash flow, pushing them to seek outside financing

Take-Two shares rose 2.5% in premarket trading Friday after streaming platforms struggled to handle huge demand for the first official preview of Grand Theft Auto 6 on Thursday. Netflix was first to show an extended look at the game, with some viewers receiving error messages indicating high usage l

Larry Lepard, Managing Partner at Equity Management Associates, said gold is ready to resume its long-term uptrend after a recent correction, arguing that governments have accumulated too much debt to fight inflation through traditional monetary tightening. In an interview with Kitco News, Lepard

Affirm Holdings stock jumped 7% on Friday after the buy now, pay later company reported fiscal fourth-quarter revenue of $1.17 billion, beating the $1.11 billion analyst estimate. The company issued first-quarter revenue guidance of $1.19 billion to $1.22 billion, ahead of the Street expectation of

The United States' share of Bitcoin's global mining hashrate declined 0.823% from Q1 to Q3 2026, dropping from 37.523% to 36.7% as of Aug. 27, 2026, according to hashrateindex.com data. Russia and China increased their respective shares to 17.2% and 12.2% during the same period, despite both

Bitcoin gained $14,264, or 22.7%, in one week ending Aug. 23, closing at $77,387 — the largest weekly dollar gain since the asset began trading, according to Galaxy Research. The rally was driven by the U.S. Treasury's announcement to at least double its long-end liquidity-support buybacks from $2 b

Meta is rolling out an update to its AI glasses to address a loophole that allowed users to cover the LED recording indicator light. The Verge reported Friday that Meta closed the gap after backlash over non-consensual recordings flooded the Internet. The update ensures the camera stops working if t

Gold prices continue to hold above critical support levels near $4,600 an ounce despite warnings from analysts that the market appears overbought following a 15% rally through August. Fawad Razaqzada, Market Analyst at FOREX.com, noted in a recent analysis that growing fears over U.S. government

The Central Bank of Brazil created a real-time alert system in partnership with Hypernative to prevent cryptocurrency cyberattacks, with major exchanges set to integrate the tool within the next two weeks. The system responds to a July 2025 exploit where cybercriminals stole $180 million from the

Arthur Hayes stated that Strategy Inc.'s (Nasdaq: MSTR) diluted market value to net asset value premium sat near 0.74x on August 27, erasing the gap that previously funded the company's bitcoin acquisition cycle. Strategy holds 840,447 BTC but owes approximately $1.5 billion annually in STRK and STR

Copper Giant Resources Corp. reported Thursday that directional drill hole MD-070 returned 771 meters grading 0.54% copper equivalent at its Mocoa project in southern Colombia. The interval began 211 meters downhole and contained 0.33% copper and 0.039% molybdenum, with higher-grade cores

John LaForge, Chief Alternative Strategist at Ned Davis Research, stated in an interview with Kitco News that gold's long-term trend remains higher until governments confront mounting debt burdens. LaForge explained the precious metal's trajectory is directly tied to unresolved fiscal crises

Three economists from Circle, Cornell University, and Arizona State University published a paper arguing that digital currencies could strengthen U.S. dollar dominance in global finance. Gordon Liao, Eswar

Bitcoin returned above $80,000 this week, lifting crypto-related stocks and exposing the industry's deepening ties to traditional capital markets. The rally was supported by the US Treasury's plan to double certain long-dated bond buybacks to at least $4 billion per operation. The surge highlights h

Spot gold prices traded modestly lower near $4,593.20 an ounce in early U.S. trading Friday, down 0.16%, while spot silver prices rose sharply to $70.170, up 1.50%, as traders positioned ahead of Fed Chair Kevin Warsh's Jackson Hole speech and the Labor Department's