Gate Insights and Crypto Market Analysis

Ahn Do-geol, a legislator from the Democratic Party of Korea, stated that expanding corporate participation in the digital asset market will serve as an opportunity to enhance market trust and competitiveness beyond merely broadening investment targets, emphasizing the need to expedite

Grayscale research lead and former Goldman Sachs economist Zach Pandl shared his views on X on July 22, stating that “Bitcoin is a macro asset, and it will move along with macro variables.” He also argued that if the FED decides not to continue raising interest rates, Bitcoin may have already completed this round of bottom testing. Pandl’s view directly challenges the market’s widely held traditional four-year halving-cycle framework. Pandl’s View: Sensitivity to Fed Policy and Bitcoin’s Macro A

LS Electric achieved record-breaking quarterly results in Q2, driven by a global power infrastructure supercycle and surging AI data center demand. The company disclosed on the 23rd that Q2 consolidated revenue reached 1.577 trillion won, with operating profit of 178.5 billion won—representing

South Korea's Ministry of Science and ICT announced the Agentic AI Initiative at the 11th Science and Technology Ministers' Meeting held on the 23rd, unveiling a national strategy to secure leadership in the agentic artificial intelligence ecosystem. The government identified agentic AI — systems th

Nvidia CEO Jensen Huang stated on the 22nd that Chinese open-source artificial intelligence models are "very excellent" and US companies "should use" them, according to an Axios report. Huang warned that restricting open-source models could weaken US competitiveness in the AI sector. His comments co

Berkshire Hathaway (NYSE: BRK.B) has posted net stock sales for 14 straight quarters. As of the end of Q1 2026, it holds a record $397.4 billion in cash and short-term Treasuries. At its annual shareholder meeting, where it accepted an interview with CNBC, the report said, “We have never seen people as full of speculation as they are now,” describing financial markets as “churches with casinos attached,” and issued 11 warnings about the current market environment. Valuation warnings: CAPE at 41

Base and Optimism are implementing native account abstraction on the OP Stack, with developer testing currently live on Base Vibenet and mainnet deployment scheduled for the Cobalt upgrade in September 2026. The update centers on EIP-8130 and aims to make user accounts more flexible across OP Stack

Bank of Korea Monetary Policy Board member Jang Yong-seong co-authored an op-ed with University of Houston professor and Dallas Federal Reserve economist Kei-Mu Yi, published recently at the Hoover Institution, arguing that open trade with Korea strengthens US economic security. The piece, titled 'H

According to a customer letter released by Bank of New York Mellon (BNY Mellon) on July 23, the bank completed post-trade U.S. Treasury transactions with a stablecoin issuer earlier this year and plans to issue tokenized U.S. Treasuries by the end of 2026 for pilot trading on its private blockchain. According to a Bloomberg report, BNY Mellon plans to fully support “always-on” round-the-clock settlement for both traditional Treasuries and tokenized Treasuries in 2027. BNY Mellon’s Tokenized U.S.

On July 23, 2026, global capital markets saw a geopolitical-driven repricing reshuffle. Last night and this morning, the US-Iran conflict showed no signs of cooling. Both sides issued hardline statements, stressing their respective conflict bottom lines. Trump posted on social media, saying that every time Iran fires at ships in the Strait of Hormuz, the US would bomb and destroy an Iranian bridge or power plant, including facilities located within Tehran and its surrounding areas. Trump also sa

South Korea's Ministry of Science and ICT announced AI ecosystem strengthening policies on July 23, including next-generation small modular reactors (SMR, 300MW class) and physical AI port development. Deputy Prime Minister and Minister Bae Kyung-hoon chaired a science and technology ministerial

Professor Kang Sung-hoon from Hanyang University presented proposals for real estate tax reform at a presidential forum on July 23. The government is reviewing a shift in the comprehensive real estate tax system from a 'number of homes'-based structure

Franklin Templeton identified blockchain technology as the next major protagonist in the artificial intelligence era, according to a CoinDesk report published on local time the 22nd. Sandy Kaul, head of Franklin Templeton, stated this prediction as the industry transitions from generative AI to

SpaceX (SPCX) stock has been falling for seven straight trading days. As of July 22, it was $115.26, a new low since listing—far below the $150 IPO issue price from its June 2026 launch. The immediate trigger for the accelerated selloff was SpaceX’s announcement that it would acquire the AI coding agent company Cursor for $60 billion; after the news broke, selling pressure noticeably intensified. SPCX Stock’s Seven-Day Losing Streak SpaceX’s downward trajectory is as follows: after the IPO, the

The USD-KRW exchange rate declined approximately 80 won over three weeks, falling from 1,559.20 won on July 1 to around 1,480 won by late July, driven by dollar supply exceeding demand in the foreign exchange market. The decline reflects record semiconductor exports, with June exports

Chainlink announced a shift in its BUILD program economics toward commercial fee agreements, with the final BUILD rewards claims ending July 7, 2026. Participating projects will transition to commercial arrangements where fees are paid in LINK or other liquid tokens. The change aims to create

The Bank of Korea's Monetary Policy Committee approved a reform plan for the financial intermediary support loan system on the 23rd, aimed at strengthening monetary policy tools and expanding support for regional small and medium-sized enterprises (SMEs). The reform seeks to enhance the system's

SeAH Aviation & Defense Materials, a subsidiary of SeAH Besteel Holdings, was selected as a supplier of high-strength aluminum alloy materials to Airbus on July 23 at the Farnborough International Airshow 2026 in London, becoming the first Korean materials company to achieve this designation. The se

Professor Jin Mi-yoon of Myongji University Graduate School of Real Estate warned on July 23 that housing supply bottlenecks are intensifying due to permit and construction start contractions. Speaking at a real estate policy public debate held at KBS Annex in Yeouido, Seoul, Jin stated that

Former BlackRock portfolio manager and Phinance Technologies co-founder Ed Dowd said in an interview with Kitco that 45% of the market cap of the S&P 500 is related to the AI sector, and that, at current valuations, the expected return over the next 10 years is zero. He said that private credit packaged into insured “wrappers” and resold to insurance companies is a structure that “sounds a lot like the 2008 financial crisis.” Credit default cycle kicks in: Private credit growth stalls Dowd said