Global TradFi & Macroeconomics

Macro investor Jordi Visser stated that wealthy investors should hold Bitcoin as an "anti-decay" hedge against AI-driven growth compression across traditional assets. In a conversation with Anthony Pompliano on Saturday, Visser argued that AI-driven competition was compressing multiples across

According to SoSoValue data, US spot Bitcoin ETFs pulled in roughly $1.92 billion this week, their strongest inflow week since October's flash crash, as macro investor Jordi Visser argued that wealthy investors should hold Bitcoin as an "anti-decay" hedge against AI-driven compression of returns acr

According to Canadian PM Carney, Canada will impose retaliatory tariffs on approximately $20 billion in U.S. goods effective September 8, with measures targeting steel, dairy, aluminum, and automotive sectors. Carney stated the details of the new tariff measures will be disclosed in the coming

According to Daum, SK Hynix ADR traded at a premium exceeding 40% against the company's South Korean shares as of August 19, driven by massive purchases from Korean investors. Since the ADR's July 10 Nasdaq listing through August 19, Korean investors cumulatively bought net $835 million

Major US stock indices ended their three-week winning streaks this week as rising bond yields and oil prices pressured equities. The S&P 500 fell 1.43%, the Nasdaq Composite declined 2.05%, and the Dow Jones Industrial Average dropped 0.85%. Long-term Treasury yields surged to levels not seen in

According to Serenity, the U.S. government released space transportation policy documents this week, designating the industry as a priority focus area. The policies include a target of 1,000 annual space launches and re-entries by 2030, positioning rocket manufacturers like Rocket Lab (RKLB) to

Bitcoin rallied to $79,500 this week following the US Treasury's announcement to double its bond buyback operations to $4 billion per transaction, effective September 9. The move, which eases borrowing costs and injects liquidity into markets, triggered a rotation into bitcoin as a hedge against

According to Interfax Agency on August 22, Russian Agriculture Minister Oksana Lut announced the government plans to support grain producers through state grain purchases, subsidized loan extensions, and sales subsidies. The ministry is also exploring alternative export routes for agricultural produ

According to Fairmint CEO Joris Delanoue, on August 22, the rapidly expanding tokenized stock market faces fragmentation risks similar to the 1960s "paper crisis" that overwhelmed traditional securities systems. The global tokenized stock market has grown to approximately $2 billion, up from

According to Bloomberg, Citadel executed approximately 100 block trades totaling over $4 billion on Friday (August 21) to unwind the stock portfolio acquired from Situational Awareness, an AI hedge fund that faced margin pressures. The firm has already reduced over 80% of the related portfolio

According to Axios, 16 million barrels of oil were transported out of the Strait of Hormuz overnight on August 21.

According to Jin10, U.S. Treasury Secretary Bessent is set to announce details of a new economic isolation plan against Iran on Monday. The plan represents a shift in strategy, moving from military strikes to comprehensive economic pressure through new sanctions, maritime blockades, and increased ec

According to the US Treasury, the agency announced on August 19 that it would at least double its long-term bond buyback operations from $2 billion to a minimum of $4 billion per operation across 10-to-30-year securities, effective September 9. Lower long-duration yields from the buyback expansion p

According to PANews, on August 22, Ark Invest founder Cathie Wood warned that the high-bandwidth memory (HBM) trend may be temporary and cyclical in nature. She noted that HBM is the most commodity-like segment in the semiconductor supply chain, while companies like Cerebras and Groq have

According to Iran's Oil Ministry official website Shana, South Pars phase 14 gas processing facility has completed 70% of repairs as of August 22. Touraj Dehqani, CEO of Persian Oil and Gas Company, stated the facility will resume full operation by year-end, with damaged sections fully

Zcash surged past $800 on Saturday, marking the privacy-focused cryptocurrency's highest price level since 2018 following a 38% rally. Grayscale filed its fifth amended registration with the U.S. Securities and Exchange Commission on Friday, seeking to convert its

According to Iran's Islamic Republic News Agency, Iraq requested that Iran issue special transit permits for Iraqi oil tankers through the Strait of Hormuz on August 22, during Iranian parliament speaker Kalibaaf's visit to Baghdad. Iraq has submitted the request through multiple channels