Global TradFi & Macroeconomics

Korean foreign exchange authorities are monitoring the won-dollar exchange rate's rapid decline after the currency pair fell from the 1,550-won range in July to the 1,360-won range in August, reaching the 1,350-won level in early September — the lowest point since July 3 last year. The 200-won

According to an exclusive report by Chinese technology media outlet LatePost on September 2, Kimi large-model developer Moonshot AI confidentially submitted its A1 listing application to Hong Kong Exchanges and Clearing this week, marking the formal launch of its Hong Kong IPO process. Moonshot AI said it would not comment on market rumors and that it currently had no information to disclose. The company is advancing a new round of financing at a pre-money valuation of approximately $50 billion.

According to Arthur Hayes, BitMEX co-founder, on September 3, he predicted Ethereum would reach $10,000 by the end of 2026 as the U.S. Federal Reserve expands monetary support. Hayes identified euro-to-yen exchange rate (EURJPY) falling from current levels of approximately 185 to 140 or lower by

South Korean President Lee Jae-myung publicly referenced a Morgan Stanley forecast projecting the base rate could reach 3.5% by the first quarter of next year, citing it on August 30 via X (formerly Twitter) as a warning against real estate speculation. The statement marked an unusual instance of a

South Korean President Lee Jae-myung publicly referenced a Morgan Stanley forecast projecting the benchmark interest rate could reach 3.5% by Q1 next year, stating on August 30 via X that those interested in real estate speculation should take particular note. The statement followed the Bank of Kore

According to Yonhapinfomax, South Korea's President Lee Jae-myung on August 30 publicly cited Morgan Stanley's forecast that the benchmark interest rate could rise to 3.5% in the first quarter of 2027, warning real estate speculators to take note. The remarks, made on X (formerly Twitter), signal

The U.S. Mint officially began selling the “2026 Trump Presidential $1 Coin Commemorating the 250th Anniversary of the Founding of the United States” on Sept. 2, celebrating the 250th anniversary of the issuance of the U.S. Declaration of Independence. This gold-colored, manganese-brass-clad coin was struck to circulation-grade standards and is legal tender, but the Mint explicitly stated that it has “not yet been released into circulation,” with the product primarily targeting the collector mar

Palladium futures intraday gains expanded to 4.00% on September 3, with the contract now trading at 316.15 yuan per gram.

According to Stephens analyst Melissa Roberts, the S&P 500 will announce its quarterly adjustment on Friday (September 4), with Bloom Energy, Astera Labs, Cheniere Energy, and Everpure viewed as top candidates for inclusion. The four companies, which are not yet in the index but rank among the

Bitcoin (BTC) remains range-bound, currently around $77,320 on September 3. The U.S. Commodity Futures Trading Commission (CFTC) plans to introduce rules addressing potential conflicts of interest between prediction market exchanges and affiliated trading firms. Arthur Hayes firmly believes Bitcoin will reach $1 million by 2030 and has abandoned HYPE in favor of buying ETH. Macro Events & Crypto Hotspots According to The Information, the U.S. Commodity Futures Trading Commission (CFTC) is review

According to Youngpoong·MBK Partners analysis released on September 3, Choi Yun-beom, an inside director of Korea Zinc, and his relatives recovered most of their 5.2 billion won in convertible bond (CB) investments in entertainment company ArcMedia since 2025, after investing between 2019 and 2021.

Australia's goods and services trade balance reached 1.923 billion AUD in July, exceeding economist forecasts of 1.45 billion AUD. The result represents a marginal decline from June's 1.929 billion AUD

Australia's exports fell 3.3% month-over-month in July, reversing the previous month's 9.6% increase.

According to Gate data, USD/JPY fell to 158.466 on September 3, declining 1.1% in the past 24 hours.

According to Gate, gold prices rose to $4,395.68 per ounce with a 0.5% daily gain today (September 3). Silver prices also climbed to $65.343 per ounce, rising 0.87% during the same period.

According to MSX.COM data, U.S. stock market indexes closed higher on September 3. The S&P 500 rose 0.46%, the Dow Jones Industrial Average gained 0.56%, and the Nasdaq Composite climbed 0.45%, while the VIX volatility index fell 6.98%. AI-related stocks led gains, with Dell surging 15.81%,

According to Gate data, gold (XAUUSD) broke through $4,400 per ounce in the past 24 hours, currently trading at $4,401.25 per ounce with a 2.1% gain.

According to an X post, Arthur Hayes, former BitMEX CEO, published an article titled 'Atencion' on his Substack account cryptohayes, discussing how EUR/JPY (EURJPY) exchange rate declines may signal accelerating global monetary printing. Hayes stated that as a family office chief investment

WTI crude oil futures touched $91 per barrel today, gaining 0.41% in intraday trading.