Gate Insights and Crypto Market Analysis

Seven major Korean securities research center heads surveyed by Herald Economy assess the recent KOSPI decline to the 6000 level as an excessive price correction driven by fear and supply-demand factors rather than a deteriorating earnings outlook. The research heads from Mirae Asset Securities,

According to Axios, Anthropic spent $1.97 million lobbying the federal government in 2026 Q2, up 26% from Q1, surpassing NVIDIA and nearing Oracle; in the first half of 2026, Anthropic’s total lobbying spend exceeded $3.5 million. After the U.S. previously forced the delisting of Claude Fable 5 and Claude Mythos 5, the ban was lifted about two weeks later. Anthropic Q2 Lobbying Spend: $1.97 Million According to CNBC, the following are the lobbying spending figures for major AI and technology com

General Motors (NYSE: GM) shares rebounded after the company released its 2026 Q2 financial results. After finding support near the 200-day simple moving average, the stock rose to about $80. In a July 21 analysis, Morgan Stanley said it is bullish on General Motors’ potential in its North American business. In Q2, adjusted earnings per share (EPS) came in at $3.57, up 41.3% from the same period last year, beating Zacks consensus expectations. General Motors Q2 2026 EPS: Adjusted $3.57 Per Share

The UK’s All-Party Parliamentary Group (APPG) for Crypto Assets and Digital Assets officially announced on July 21 that it is launching an investigation into banking service obstacles for crypto companies. The group will collect written materials from banks, payment institutions, crypto companies, and relevant stakeholders, with a submission deadline of August 31. It will then publish its findings and policy recommendations. According to a January survey report by the UK Cryptoasset Business Cou

Morgan Stanley published a report on CATL (stock code 03750), stating the company will release second-quarter earnings on Friday and expects results to exceed both company guidance and the bank's own estimates. The bank cited company guidance of 220 billion RMB net profit and Morgan Stanley's estima

South Korean Vice Finance Minister Heo Jang held a meeting with major export companies on the 21st to discuss foreign exchange market stabilization, requesting increased foreign currency conversion and repatriation of overseas funds. The meeting aimed to solidify recent improvements in foreign excha

General Motors raised its annual profit guidance for the second time this year on the 21st, despite rising memory semiconductor costs and tariff impacts. The automaker increased its adjusted earnings per share forecast to $12-14 and automotive adjusted free cash flow to $9.5-11.5 billion,

SK Hynix, Hyundai E&C, and Orion received updated analyst coverage on July 22, with KB Securities and Yuanta Securities adjusting target prices and reaffirming investment theses. SK Hynix maintained its ₩4.2 million target as KB Securities argued AI algorithm efficiency would expand total memory

Samsung SDS is expected to report improved Q2 2025 financial results, with market attention focused on the company's data center business plans to be detailed at its July 30 earnings call. According to Yonhap Infomax consensus compiled on July 22, seven securities firms estimate Samsung SDS

Link REIT (00823) has agreed to sell a 50% equity stake in 100 Market Street, Sydney, to Aware Real Estate for approximately AUD 226 million. Net proceeds from the transaction are around AUD 223 million. The transaction is expected to complete within the third quarter, with proceeds allocated to

South Korea's domestic stock market participants saw margin trading volumes decline as forced liquidation ratios climbed to a year-high level, according to data released by the Financial Investment Association covering the period from the 1st to the 20th. The ratio of forced liquidations relative to

The Bank for International Settlements (BIS) research team released Working Paper No. 1370, analyzing data on foreign-currency deposits and inflows of USD-pegged stablecoins across more than 130 economies. It found that USD stablecoins are spreading through “digital dollarization” mechanisms in emerging markets, and that stablecoin inflows show almost no response to capital controls and foreign-exchange restrictions because “part of the stablecoin circulation remains outside the regulatory perim

South Korean financial authorities announced on the 22nd the launch of a 150 billion won 'K-Culture Value-Up Fund' to support artificial intelligence (AI) content and K-Culture industry development. The Financial Services Commission stated the fund will combine 50 billion won from the Ministry of Cu

Shinhan Financial Group and Standard Chartered's SC Ventures invested $10 million in Digital Asset on the 21st (local time), the developer of real-world asset (RWA) blockchain Canton Network, according to The Block. The investment follows Hanwha Investment & Securities' earlier participation in Digi

At around 3:00 a.m. Beijing time on July 23, Alphabet (GOOGL) will release its 2026 Q2 earnings report. By the close on July 22, Alphabet’s share price was $347.15, down 1.38% on the day, having fallen about 15% from the 52-week high of $408.61 set in May. Persistent pressure on the stock price ahead of the earnings release reflects market disagreement over the core question facing this tech giant: with AI-related capital expenditures at an unprecedented scale, when will they translate into sust

Bristol Myers Squibb (NYSE: BMY) stock closed at $60.93 on July 21, up 1.28% on the day. The previous day, the company announced the integration of NVIDIA’s DGX SuperPOD (with the DGX Vera Rubin NVL72 system) to enhance its AI capabilities, aiming to advance research programs in oncology and immunology. Bristol Myers Squibb and NVIDIA DGX SuperPOD Partnership Announcement Based on market data for July 21, 2026, BMY stock closed at $60.93, up 1.28% from the prior trading day. The day before (July

South Korean Minister of Trade, Industry and Energy Kim Jung-kwan visits Washington D.C. from the 22nd to the 25th to meet US Commerce Secretary Howard Lutnick. Trade Representative Yeo Han-koo accompanies the visit to discuss the US government's planned Section 301 tariffs. The US Trade Representat

Seoul forex dealers forecast the Korean won will face depreciation pressure on May 22 due to unresolved Middle East geopolitical tensions, but dollar selling from exporters and foreign stock purchases will cap exchange rate gains. Persistent US-Iran conflict emerged as the primary driver of won

Samsung Electronics and SK Hynix single-stock leveraged exchange-traded funds (ETFs) faced mounting criticism approximately one month after their May 16 launch. The 16 leveraged products, introduced to repatriate overseas Korean retail investors and stabilize exchange rates, have been blamed for

Google product management senior director Tulsee Doshi published an official blog post on July 21, announcing the launch of Gemini 3.6 Flash, Gemini 3.5 Flash-Lite, and Gemini 3.5 Flash Cyber—each designed specifically for AI agent workflows. In addition, Gemini 4 pre-training work has already started. Gemini 3.6 Flash Specs: OSWorld 83.0%, 17% fewer output tokens Gemini 3.6 Flash is the flagship work model in the new series, with notably improved performance in code writing, knowledge work, and