Gate Insights and Crypto Market Analysis

Bitwise Asset Management announced on Thursday a partnership with fintech firm Superstate to develop the capability to tokenize shares of certain Bitwise funds. The firm expects the Bitwise Solana Staking ETF (BSOL) to be its first tokenized fund, though there is no assurance of launch. The partners

Bank of Montreal filed a quarterly securities report on Aug. 12 disclosing $2,970 in XRP-linked exchange-traded fund shares held as of June 30, embedded within a $303.65 billion portfolio spanning 14,271 positions. The two fund entries—323 shares of the REX-Osprey XRP ETF valued at $2,771 and 20 sha

MSCI is consulting on a proposal to exclude non-operating companies from its Global Investable Market Indexes (GIMI). Under a May 2026 simulation, the change would remove Bitcoin treasury firms Strategy and Metaplanet, along with uranium holding company Yellow Cake PLC. The proposed rule adds

Orion Corporation [271560] disclosed on the 14th that its Q2 consolidated revenue reached 893.6 billion won and operating profit reached 132.6 billion won, representing year-over-year increases of 15.0% and 9.2% respectively, meeting market expectations for the Korean stocks. Net profit grew 20.8% t

Binance and OKX, major shareholders of Korean virtual asset service providers, will undergo credit rating and financial soundness evaluations by financial authorities. The Financial Intelligence Unit (FIU) published a VASP registration manual on the 13th outlining assessment criteria for foreign

The SEC’s planned “innovation exemption” for tokenized securities was postponed again in August 2026. On August 13, the SEC also canceled the Reg Crypto rulemaking public meeting originally scheduled for August 14. Three people familiar with the industry said the SEC decided to further delay the release after the White House and Wall Street raised concerns about the proposal’s legal basis and potential market impact. SEC Tokenization Innovation Exemption Delayed Again This Week According to thre

Gemini shares fell more than 7% in after-hours trading following the release of its Q2 earnings report on Aug. 13, 2026. Its Q2 net loss was $107.7 million, narrowing by approximately 19% from $133.2 million in the same period last year, while total revenue rose 37% year over year to $45.5 million. The crypto market downturn directly impacted its core trading business: trading volume on its main exchange fell from $11.3 billion in the same period last year to $3.8 billion. Q2 Earnings Highlights

Barclays projects South Korea's treasury bond issuance will drop to 185.6 trillion won in 2027, significantly below the government's earlier estimate of 229.2 trillion won, driven by a tax revenue windfall from semiconductor companies benefiting from increased US AI investment. Barclays economist So

Mitsubishi UFJ (MUFG) announced on August 14 that four of its subsidiaries will collaborate to launch an on-chain proof of concept (PoC) for Japanese government bond repurchase (repo) transactions, using Canton Network as the underlying blockchain infrastructure. The initiative aims to achieve 24/7 real-time settlement, automate the entire trade lifecycle through smart contracts, and improve collateral efficiency. Roles of Mitsubishi UFJ’s Four Subsidiaries and Canton Network’s Technical Foundat

South Korea's Financial Intelligence Unit (FIU) clarified on the 13th that non-custodial personal wallets may be exempt from virtual asset service provider (VASP) registration requirements. The FIU issued updated guidance in its VASP registration manual, stating that providers of programs for

According to The Defiant on August 14, Norway’s Government Pension Fund Global holds 6,151,062 shares of BitMine Immersion Technologies (BMNR), valued at $81,870,635 (approximately $81.87 million), as disclosed in the quarterly holdings report published by Norges Bank Investment Management on August 12. Norges Bank Discloses Holdings: 6.15 Million BitMine Shares Valued at $81.87 Million According to Norges Bank Investment Management’s quarterly holdings report as of June 30, 2026, Norway’s Gover

From Q4 2025 through Q2 2026, the combined hashrate of publicly listed Bitcoin mining companies fell 13.4%, exceeding the 10.6% decline in the global Bitcoin hashrate over the same period. The fundamentals of Core Scientific and TeraWulf have undergone a structural shift: Core Scientific’s Q2 AI hosting revenue reached $136.7 million, nearly five times its mining revenue. Six-Month Hashrate Decline of Listed Mining Companies Compared with the Global Hashrate According to the latest Miner Weekly

Citibank forecasts that the Bank of Korea will raise its growth and core Consumer Price Index projections in its August economic outlook, according to a report released on August 14 by Citibank economist Kim Jin-wook. The bank expects a back-to-back interest rate hike in August while maintaining its

A Washington court issued a final order requiring Kalshi to cease offering a wide range of event contracts in the state after finding the company likely violated its gambling regulations. The order directs Kalshi to stop accepting or facilitating bets on sports, elections, politics, entertainment, c

The US Treasury's 30-year bond auction on August 13 (local time) resulted in a yield of 5.216%, the highest level since 2001 and the fourth consecutive month exceeding 5.0%. The auction exhibited a tail phenomenon, with the issued yield 0.4 basis points above pre-auction trading levels, indicating i

Singapore sovereign wealth fund Temasek disclosed on August 12 that it had taken positions in Samsung Electronics and SK hynix, stating that memory semiconductors are the most undervalued segment of the entire AI supply chain. The news drove both stocks up 6% intraday, while the Korea Composite Stock Price Index (KOSPI) rose about 3%. According to South Korean media outlet Asia Business Daily, Temasek is evaluating the best time to enter the market in consultation with the South Korean governmen

Applied Materials stocks extended their post-earnings decline, falling 5% in after-hours trading Thursday despite the chip-equipment maker forecasting a 'very significant' dynamic random-access memory (DRAM) revenue surge and announcing plans to double manufacturing capacity by 2028. The slide

Tokenization firm Securitize (U.S. stock ticker: SECZ) shares plunged as much as 20% in after-hours trading on August 13 after the company released its first quarterly earnings report since going public. Its Q2 2026 results fell far short of market expectations: revenue was $14.4 million, while the loss per share was $2.37. However, operating metrics on the Securitize platform posted explosive growth during the same period, diverging from its financial performance. Securitize Q2 2026 Financial D

Chinese AI startup DeepSeek fully open-sourced the developer preview of its Agent framework, “DeepSeek Harness” v0.1, under the MIT License on August 13. Its GitHub star count approached 60,000 following the release. Harness is positioned as a competitor to Anthropic’s Claude Code and OpenAI’s Codex, while taking an open-source framework approach. Harness v0.1 Architecture The DeepSeek Harness architecture is built on the Cordis pluggable microkernel. The model, tools, session state, file system

TSMC (2330) Advanced Packaging Vice President He Jun publicly stated on August 11 that CoWoS at 5.5x reticle size has officially entered mass production, with the yields of multiple AI customers’ products remaining above 98% over the long term and some exceeding 99%. TSMC aims to advance CoWoS to 14x reticle size by 2029. He Jun also pointed out that ABF substrates will become the next bottleneck in the AI packaging supply chain after memory. CoWoS Mass Production Data: 5.5x Reticle Yield Exceed