Global TradFi & Macroeconomics

According to The Block, on Thursday (July 31), six crypto mining companies saw shares soar as their AI data center operations attracted market attention. IREN led gains with a 30.54% jump, followed by Bitdeer at 24.72%, Riot Platforms at 21.27%, CleanSpark at 21.07%, and HIVE Digital at 18.34%. The

According to Coinglass data, Seagate stock contract liquidations exceeded $20 million in the past 12 hours on July 31, ranking first across all markets amid a sharp rally in U.S., South Korean, and Japanese

According to Zhao Lian's Chief Economist Dong Ximiao, cited by Jin10, China's central bank is expected to cut reserve requirement ratios and lower policy rates in the third quarter of 2026. The economist forecasts potential policy rate cuts of 10 to 20 basis points if economic momentum weakens in th

International credit rating agency Standard & Poor's (S&P) upgraded Samsung Fire & Marine Insurance's credit rating from AA- to AA on the 31st. S&P stated the upgrade reflects expectations that Samsung Fire & Marine will maintain strengthened capital adequacy, supported by robust asset-liability

According to S&P, on July 31, the international credit rating agency upgraded Samsung Fire & Marine Insurance's credit rating from AA- to AA, citing the company's strengthened capital adequacy and solid asset-liability management capabilities. S&P expects the company to maintain enhanced capital str

Central banks purchased a net 288.9 tonnes of gold in Q2 2026, a 62% increase from Q2 2025's 177.9 tonnes, according to World Gold Council (WGC) data. The rebound from Q1's revised 57 tonnes was driven by increased purchases from Poland and China, alongside reduced sales from Turkey and Russia.

Paradise Co. is forecast to report Q2 operating profit of 44 billion won, an increase of 2.72% year-over-year but below market expectations, according to a compilation by Yonhap Infomax of earnings forecasts from six major domestic securities firms released within the past month. The

According to the World Gold Council, central bank gold demand reached 288.9 tonnes in Q2 2026, a 62% increase from 177.9 tonnes in the same period last year. The rebound was driven by increased purchases from Poland's central bank, which acquired 51 tonnes toward its 700-tonne reserve goal, and the

According to Yonhap Infomax, Paradise's Q2 2026 operating profit is expected at 44 billion won, up 2.72% year-over-year, falling short of consensus forecasts. Despite casino drop—the total amount of chips purchased by customers—reaching a record 2.06 trillion won, up 12.2% YoY, the hold rate

Replimune Group, Inc. (REPL) announced on Thursday that an FDA advisory panel voted 10-3 in favor of its experimental melanoma therapy RP1. Shares soared 127% in after-hours trading. The FDA's Cellular, Tissue, and Gene Therapies Advisory Committee found results from a key clinical study both

According to an FDA advisory panel on Thursday, the Cellular, Tissue, and Gene Therapies Advisory Committee voted 10-3 that clinical study results for Replimune's RP1 therapy were reliable and clinically meaningful for patients with advanced melanoma who had progressed on prior anti-PD-1 therapy.

According to Smart Finance APP, on July 29, Health Road Limited (HKEX: 02587) announced a strategic reallocation of approximately HK$107 million in unused IPO funds, redirecting capital from physical pharmacy expansion and workforce recruitment toward AI technology development and regional

Japan's government launched large-scale market intervention to defend the yen on the evening of July 30, while South Korean FX authorities are believed to have simultaneously acted to support the won at a similar time. The coordinated response addresses recent weakness in both currencies, with USD-J

According to BlockBeats, Apple on July 31 reported third-quarter revenue of $109.4 billion, surpassing expectations with 16% year-over-year growth. The company cited strong iPhone and Mac sales but noted that memory shortages and weaker-than-expected China and services revenue impacted forward

According to ChainCatcher, South Korea's KOSPI index surged 14% on July 31, reaching 6,385.83 points, based on Gate market data.

Japan's most senior foreign exchange official Junichi Mimura stated recently that contacts regarding foreign exchange policy are not limited to the United States, signaling a broader multilateral approach to currency

ChatGPT AI predicts Bitcoin will reach $95,000 by year-end 2026, with a bull range of $115,000 to $140,000 and a bear scenario of $45,000 to $55,000. The AI model analyzed Bitcoin trading near $63,500 and identified US spot Bitcoin ETFs holding approximately $81.2 billion in assets—including

According to The Block, Strategy reported a net loss of $8.2 billion in Q2 2026, with Bitcoin holdings increasing 11% to 846,000 BTC despite a 40% price decline compared to Q2 2025. The loss was primarily driven by unrealized losses on the company's Bitcoin positions. Strategy has paused Bitcoin