Global TradFi & Macroeconomics

Crypto treasury company BitMine (BMNR) announced its latest asset allocation data on August 31, with total assets reaching $15.6 billion and total ETH holdings reaching 5,901,112 ETH. BitMine stock rose 43% over the past month. Chairman Tom Lee said that South Korean investors have resumed buying cryptocurrency and selling AI stocks, while the CLARITY Act is a recent catalyst. BitMine Asset Breakdown: Total Assets of $15.6 Billion As of August 30, 2026, BitMine’s primary assets were as follows:

According to CNBC, SB Energy, backed by SoftBank, OpenAI, and Nvidia, filed for a US initial public offering on September 1, disclosing a net loss of about $3.2 billion on revenue of about $139 million in the first half of 2026. The company said none of its data centers are operational yet and

Cybersecurity company Palo Alto Networks (NASDAQ: PANW) released its FY2026 Q4 results on Sept. 1 and simultaneously announced the acquisition of AI-native platform Console. Q4 revenue was $3.41 billion, up 34% year over year and above analysts’ expectation of $3.35 billion; adjusted EPS was $1.02, above the expected $0.98. FY2026 Q4 Results Palo Alto Networks’ key financial results for FY2026 Q4 were as follows: revenue of $3.41 billion, up 34% year over year and exceeding analysts’ expectation

According to ChainCatcher, citing DeFiprime founder Nick Sawinyh's analysis, approximately 17.2% of tokenized stock supply on Robinhood Chain as of September 1 was locked in Meme coin trading pairs, generating 31.3% of relevant stock token DEX trading volume in the past 24 hours. Among 19

According to SoSoValue data, U.S. XRP spot ETFs have recorded net inflows for nine consecutive trading days, totaling approximately $1.6 billion cumulatively, including $725 million during the nine-day period and $26.2 million on Aug. 28 alone. Q2 13F filings show that Goldman Sachs held the largest position in XRP spot ETFs, worth approximately $87.4 million. By institution type, investment advisers held and traded the most funds in Q2. XRP Spot ETFs Record Net Inflows for Nine Consecutive Days

John Ternus (51) officially became Apple’s CEO on Sept. 1, succeeding Tim Cook (65), who had held the position for 15 years. Ternus’s base salary is $3 million, with a target equity award valued at $55 million for FY2027. Tim Cook will remain at Apple as executive chairman. Ternus’s Compensation: $3 Million Base Salary According to official documents, John Ternus’s compensation structure after becoming Apple’s CEO is as follows: a base salary of $3 million and a target equity award valued at $55

Lee Hyung-il, nominee for South Korea's Deputy Prime Minister and Minister of Finance and Economy, stated on the 2nd that the government will closely monitor the bond market amid concerns that expansionary fiscal policy could burden the market. At a press conference held at the Government Complex

According to data submitted by lawmaker Park Sung-hun to South Korea's National Assembly, individual professional investors surged to 26,282 as of end-July 2026, up 3,787 (16.8%) from end-2025. The seven-month increase already reached 91.4% of all new registrations from 2025. Concurrently, forced

According to CNBC, on September 1, the U.S. military completed airstrikes targeting Iranian air defense, communications, and radar facilities. Iran retaliated by launching missiles at Jordan; the Jordanian military intercepted 10 of 13 missiles, with three falling in remote areas and causing no

Japanese stock markets opened lower at 9:20 AM, with the Nikkei 225 index falling 1,459.66 points (2.20%) to 64,755.68, tracking overnight declines in US markets. The decline followed US military strikes expanding to Iranian military facilities near the Strait of Hormuz and a surge in global

The USD-KRW exchange rate remained flat around the 1,370 won level on September 2nd at 9:26 AM, as selling pressure at high levels offset Middle East geopolitical risks. The rate traded at 1,370.70 won, up 0.30 won from the previous Seoul session close of 1,370.40 won. The limited upward movement

U.S. Energy Secretary Wright has arrived in Venezuela. According to Wright's statement, the Trump administration aims to reach new energy agreements, open doors for American businesses, and strengthen energy security across the

Korean stocks saw forced liquidations surge to a daily average of 43.86 billion won across 2,258 accounts in July, marking a 13-fold increase from 3.377 billion won the same month the prior year, according to data from the Financial Investment Association submitted to National Assembly member Park

According to Yonhap Infomax, Japan's Nikkei 225 index fell 1,459.66 points, or 2.20%, to 64,755.68 on September 2 morning, tracking weakness in U.S. equities. The TOPIX index declined 1.63% to 4,113.63. Overnight U.S. stock markets fell across major indices as geopolitical tensions escalated

According to Yonhapinfomax, South Korea's overnight call rate stood at 3.052% today (September 2), with trading volume reaching 14.2 trillion won. The country's reserve money showed a surplus of 3.04 trillion won, driven by inflows from fiscal transfers (2 trillion won), public funds (2.5 trillion w

According to Jin10, commodity options rallied significantly on September 2 at 10:40. Crude oil 2610 calls surged 482.35% to 24.75 yuan/barrel, PTA 2610 calls climbed 215.79% to 60.0 yuan/ton, methanol 2610 calls rose 212.0% to 39.0 yuan/ton, and plastic 2610 calls gained 206.45% to 47.5 yuan/ton.

According to Digital Daily, as of end-June 2026, Hana Investment Securities' book value stake in Dunamu (the operator of crypto exchange Upbit) reached 1.5068 trillion won. The company increased its stake from 5.94% to 9.84% after acquiring 1.361 million Dunamu shares for 597.8 billion won in the

According to South Korea's government on September 2, the nation's net issuance of government bonds for 2027 will fall to 96.3 trillion won from 109.4 trillion won this year, a 12% decrease. Total government bond issuance will decline to 222.8 trillion won from 225.7 trillion won in

Japanese investment banks are selling government bonds at a loss after 10-year yields hit 3%, the highest since 1996. Yamaguchi Financial Group leads the sell-off driven by faster-than-expected Bank of Japan rate hike expectations, prompting banks to dump long-term bonds and shift to maturities

Strive Asset Management financed its Bitcoin purchases through SATA stock for nine consecutive trading days, buying another approximately 104 Bitcoin on September 1. According to an 8-K filing submitted on August 31, the company purchased 1,800 Bitcoin at an average price of $79,431 between August 24 and 28, increasing its holdings to 23,156 Bitcoin. SATA Stock Structure: Nasdaq-Listed, 13% Annualized Yield SATA is the ticker for Strive’s Series A floating-rate perpetual preferred stock, which t