Gate Insights and Crypto Market Analysis

Compliance specialist Bonanza Factory and global Travel Rule solution provider VerifyVASP signed a partnership to build digital asset compliance infrastructure for domestic financial institutions, announced on the 3rd. The collaboration addresses growing regulatory compliance and internal control de

Republican senators in the US Congress raised concerns about Section 404 of the CLARITY Act on the 1st, focusing on stablecoin reward provisions. Mike Rounds, James Lankford, and Jerry Moran shared concerns that current provisions may not sufficiently prevent stablecoins from replacing bank

Coldcard, a Bitcoin hardware wallet developed by Canadian security firm Coinkite, suffered cumulative fund theft losses of approximately 130 billion won (about $89 million, 1367 BTC) across three attacks, CoinDesk reported on the 2nd (local time) citing Galaxy Research. The attacks exploited a

Palantir Technologies, Inc. (PLTR) stocks rose 1.5% in overnight trading ahead of Monday as investors await the company's second-quarter earnings results. The stock remains 41% below its peak from last November despite strong financial performance in recent quarters. Analysts expect second-quarter r

NH Investment & Securities provided acquisition commitments for secured loans and preferred equity to complete the Doosan Tower transaction on the 27th. Aegis Asset Management finalized the 890 billion won purchase from Maston Investment Management after over a year of stalled negotiations. The

The U.S. Senate’s agenda for the week announced on Aug. 3 did not include a related vote for the CLARITY Act. The only scheduled recorded vote was a cloture motion to end debate on the continuation of the HR 6500 funding resolution. The Senate plans to enter recess on Aug. 10, leaving the bill a roughly 72-hour procedural window. Under Rule 22, a cloture motion requires 16 signatures. Aug. 3 Senate agenda did not list the CLARITY Act The Senate’s Aug. 3 agenda shows that senators would reconvene

Samsung Electronics and SK Hynix declined sharply during trading at 10:36 AM, with Samsung Electronics falling 21,500 won (8.19%) to 241,000 won and SK Hynix dropping 145,000 won (8.44%) to 1,573,000 won, according to Korea Exchange data. The decline followed the previous trading day's surge when Sa

SK D&D approved a 136.7 billion won rights offering on the 28th of last month, issuing 44.68 million shares at 3,060 won per share. Private equity firm Han & Company, which holds a 79% stake, will participate in the capital raise to address the company's liquidity crisis. The decision follows

Upbit, from July 25 to 31, listed one crypto asset in the won market each day—7 in total—during which industry analysts view the move as an unusually aggressive listing strategy. Industry sources say Upbit’s aim is to retain retail investors by taking advantage of the trading-fee effect generated when prices rise after a new coin is listed. Current South Korean regulations only allow spot trading, and domestic exchanges’ product-structure constraints are seen within the industry as one of the fa

The South Korean Ministry of Land, Infrastructure and Transport released figures on Aug. 3 showing that in the first half of 2026, the nationwide groundbreakings for non-apartment housing (villas, townhouses, multi-family housing, etc.) totaled 14,773 units, down 6.2% year over year. Compared with the same period in 2021 (69,274 units), this represents a plummet of 78.7%. In this year’s first half, the number of groundbreakings was only 21.3% of the level in the same period of 2021. In the same

JPMorgan strategist Tanase Junya (田瀨淳也) and others said in a report on August 3 that the U.S. Treasury’s “firepower” available for Forex intervention is more limited than previously thought. However, if highly unconventional funding and scheduling methods are adopted, in theory as much as about $187 billion could be mobilized. As of June, the U.S. Treasury’s Exchange Stabilization Fund (ESF) holds about €13 billion in assets and $25.5 billion in assets. Current Resources of the U.S. Treasury Exc

Robinhood (NASDAQ: HOOD) reported its second-quarter results on Aug. 2. Net revenue driven by stock trading, prediction markets, and options business together reached $1.31 billion, setting a new all-time company record for the highest quarterly performance, up 32% year over year. Event Contracts revenue reached $156 million, up more than 10x year over year. Multiple business metrics also hit historical highs, while cryptocurrency revenue declined 38% year over year to $100 million. Robinhood Q2

Fed Chair Kevin Warsh maintained silence on future monetary policy direction during a press conference held on the 29th following the Federal Open Market Committee (FOMC) meeting, adopting a strategy to let markets independently assess economic conditions rather than providing explicit guidance.

Economist Peter Schiff said in a post on X on Aug. 2 that the U.S. credit card delinquency rate (the share of credit card balances overdue by more than 60 days) has risen to the highest level since the 2008 financial crisis, citing U.S. Federal Reserve data. This contrasts with claims by the Trump administration that the U.S. economy is booming at an unprecedented pace, as optimistic pricing for risk assets such as stocks faces signals of stress. Current situation of the credit card serious deli

KB Kookmin Bank and Sangsangin Securities issued divergent forecasts on the USD-KRW exchange rate following a sharp one-month decline. Between July 1 and July 30, the USD-KRW rate fell over 140 won, dropping from an intraday high of 1,559.20 won

The KOSDAQ triggered a buy-side sidecar on August 3 after rebounding sharply during intraday trading, while the KOSPI fell nearly 5% and threatened the 6300 level amid large-scale foreign and institutional selling. The KOSDAQ opened 1.36% lower at 709.99, turned positive around 9:30 AM, and surged t

Major technology companies including Apple, Amazon, Microsoft, Meta, and Tesla reported earnings results last week that revealed a widening divide in the artificial intelligence investment race. Apple shares dropped 7% after issuing a softer sales outlook due to rising memory chip costs, while Amazo

The discarded Falcon 9 upper stage’s 4-ton upper section from SpaceX is set to crash into the Moon on Aug. 5 at more than seven times the speed of sound (about 5,400 miles per hour). The impact point is expected to be on the Moon’s near side, near the Einstein crater. A research team led by planetary scientist Benjamin Fernando in New Mexico estimates that the Moon’s crust will form a new meteor crater with a diameter of about 66 to 98 feet. SpaceX Falcon 9 upper-stage drifting background Weighi