Global TradFi & Macroeconomics

According to Barron's, SK Hynix and Samsung Electronics surged 30% and 27% respectively on Friday (July 31), lifting the KOSPI index 18% amid strong AI and memory chip demand. SK Hynix closed at 171.8 million won (approximately $1,197) and

According to Wall St Engine, Leopold Aschenbrenner's Situational Awareness fund reversed its plan late on July 30, shifting from selling $3.5 billion in Anthropic equity to selling its public market portfolio at a steep discount. Citadel acquired most of the fund's public stock holdings at

The US Treasury bought Japanese yen on Friday for the first time in 28 years, joining Japan's currency intervention as the yen approached a 40-year low of 163.99 per dollar last week. The New York Fed executed the purchase using Goldman Sachs and Morgan Stanley, with Treasury Secretary Scott

According to Financial Times, the US Treasury bought Japanese yen for the first time in 28 years on Friday, with the intervention estimated at USD 5-10 billion. The New York Fed sold euros and purchased yen for the Treasury, marking the fourth such intervention since the mid-1990s and the first

An anonymous investor claimed on the 30th of last month to have lost over 2.2 billion KRW investing in a SK Hynix leveraged ETF product, according to a post circulating on the workplace community platform Blind. The investor, identified as 'A', stated they lost their entire life savings

According to Japan's Ministry of Finance, early August 1, Japan announced it has means to secure dollar liquidity through cooperation with U.S. authorities. The ministry stated it possesses broad tools to respond to market liquidity demand and can obtain dollars from U.S. monetary authorities by

According to iM Securities, the U.S. 30-year Treasury yield surpassed 5.2% on August 1, marking the highest level since 2007, as Federal Reserve Chair Kevin Wash's ambiguous policy stance fueled market uncertainty. The July FOMC statement showed no change from the previous month, but three

According to the Financial Services Commission and Korea Exchange, a new regulation prohibiting dual-listing will take effect on August 3. The policy raises approval standards by requiring shareholder consent for spinoff subsidiaries to list separately, aimed at addressing retail investor concerns o

According to Korea Exchange, on July 31, KOSPI surged 17.91% (1,001.89 points) to 6,595.45, marking the largest single-day gain on record. Samsung Electronics jumped 26.81% to 262,500 won, while SK Hynix rose 29.95% to 1,718,000 won, hitting its daily upper limit for the first time since

According to Munhwa Daily, on July 28, a viral parable about SK Hynix stock achieved 1 million views in four days. The story, posted on South Korean social media and online communities, humorously illustrates investor psychology during market downturns. It describes how Hynix stock once

Ray Dalio, founder of Bridgewater Associates, revealed on a Thursday episode of the Diary of a CEO podcast that Bitcoin comprises only 1% of his investment portfolio, with gold remaining his preferred asset. Dalio cited concerns about quantum computing vulnerabilities, government monitoring

Vida Global (NYSE American: VIDA), a publicly traded AI operating system, announced Thursday it has started paying employees in Bitcoin using the Lightning Network through a partnership with Bitcoin infrastructure company Voltage. The Austin, Texas-based company initiated the payment method after a

Banco Santander, Spain's largest bank, revealed a $4.3 million investment in Bitcoin through an SEC filing, purchasing 129,615 shares of BlackRock's iShares Bitcoin Trust. The Madrid-based bank's disclosure, highlighted in a July 30, 2026 social media post, represents the latest example of a

According to a recent episode of the Diary of a CEO podcast, legendary investor Ray Dalio continues to hold only 1% of his portfolio in Bitcoin while expressing a preference for gold as an investment. The Bridgewater Associates founder acknowledged Bitcoin as a type of money that cannot

According to an SEC filing released on July 30, Banco Santander, Spain's largest bank, disclosed a $4.3 million Bitcoin investment. The Madrid-based bank purchased 129,615 shares of BlackRock's iShares Bitcoin Trust, gaining exposure to Bitcoin through the spot ETF without holding the

South Korean retail investors purchased $1.045 billion of a US semiconductor leveraged ETF between January 23 and January 30, according to Korea Securities Depository. The aggressive buying occurred as the Philadelphia Semiconductor Index fell 8.43% during the same period, with investors betting on

According to Guo Securities analyst Jeff Pu, Apple's iPhone 18 Pro series could see a price increase of $250 to $300 compared to the previous generation, significantly higher than earlier market expectations. Under this forecast, the iPhone 18 Pro base model could start at $1,399, while the iPhone 1

According to Korea Securities Depository, South Korean retail investors purchased approximately 1.5 trillion won of U.S. semiconductor 3x leveraged ETFs during July 23-30. The purchases occurred as semiconductor stocks declined sharply, with investors making aggressive purchases at lower

According to Farside Investors, Bitcoin ETFs recorded net inflows of $172.8 million in July as of August 1. Major inflows came from IBIT (+$227.6 million) and Grayscale BTC (+$294.6 million), while Grayscale GBTC (-$360.4 million) and Fidelity FBTC (-$209.5 million) experienced significant