Global TradFi & Macroeconomics

According to Money Today, KOSDAQ index surged 5.88% to 780.72 on August 4, triggering buy-side circuit breaker (price limit halt) for the third consecutive trading day. The broader KOSPI index rose 1.62% to 6358.95. Top-performing KOSDAQ stocks included Ligachem Biopharmaceuticals up 15%, ABL Bio c

According to American Bitcoin's Q2 2026 earnings announcement released on August 3, the company mined 932 BTC, its record quarterly output, up 14% from 817 BTC in Q1. Mining revenue for the quarter reached $67 million, an 8% increase from $62.1 million in Q1, despite a 12% decline in average Bitcoin

According to its announcement, as of June 30, Italy's largest banking group Intesa Sanpaolo significantly reduced its cryptocurrency ETF positions, shifting its portfolio allocation toward Ethereum. The bank decreased its BlackRock iShares Bitcoin Trust (IBIT) position by 93.7% compared to the

According to reports, the U.S. non-farm payroll (NFP) data is scheduled to be released on August 7 at 8:30 AM ET (9:30 PM Korea time), amid mounting concerns over yen carry trade unwinding. Japan's government and central bank, along with the U.S. Treasury, intervened in foreign exchange markets on J

According to Gate trading data, SpaceX stock rose 9.8% and hit a daily high on August 4 ahead of the company's second quarter earnings announcement.

According to Bitcoin Treasuries.NET, Farmhouse (FMHS), a publicly listed company, purchased an additional bitcoin, bringing its total holdings to 13.209 BTC.

SpaceX's stock rose 10% today ahead of the company's first earnings report since going public on the U.S. market, which is set to be released after market close.

Onshore yuan (CNY) climbed to 6.7510 against the US dollar on August 4 early trading (Beijing time 03:00), gaining 50 pips from Monday's night session close. Trading volume reached 42.373 billion dollars.

According to the UK Telegraph, Iran is considering a proposal to charge European countries fees for maintaining the Strait of Hormuz under a "voluntary fund" mechanism supported by Gulf states and European members of the

SanDisk reports fiscal fourth-quarter results after the market closes Wednesday, with an earnings call scheduled for 1:30 p.m. Pacific Time on August 5. Wall Street consensus expects revenue of $8.32 billion to $8.33 billion and adjusted earnings of $33.88 to $34.24 per share, exceeding the

According to Financial News, South Korean brokerages cut price targets for Samsung Electronics and SK Hynix on August 3 and in early July amid semiconductor oversupply concerns. Mirae Asset Securities reduced SK Hynix's target from 4.2 million won to 2.8 million won, a 33.3% cut, while BNK

According to MarketWatch, SanDisk will report fiscal fourth-quarter results after the U.S. market closes on Wednesday, August 5. The earnings call begins at 4:30 p.m. Eastern Time. Options markets currently price an implied move of 16% for the post-earnings reaction, down from 25.08% estimated in l

According to La Stampa, Italy's cabinet extended diesel tax relief measures through August 25 on August 5. The exemption maintains a reduction of €0.17 per liter including VAT during peak summer travel season. Gasoline remains excluded from the relief

A $20 million options position on SpaceX stock at a $330 strike price expiring August 7 emerged on Tuesday, with the stock trading near $124—meaning the contracts pay off only if shares nearly triple by Friday. The position comprises over 450,000 contracts controlling 45 million shares, about 7% of

According to CNBC citing SpotGamma, options traders have accumulated approximately $20 million in call contracts on SpaceX stock (SPCX), with over 450,000 contracts positioned at a $330 strike price set to expire on August 7. The position requires SPCX to nearly triple from its current price of

Bitdeer Technologies shares surged 12% on Aug. 4 after the bitcoin miner announced a 16-year, $4.7 billion AI data center contract with Volta Tydal AS at its Norwegian Tydal campus. The facility will deliver 121 megawatts of IT capacity powered entirely by renewable energy, configured with Nvidia

WTI September crude futures closed at $75.77 per barrel today (Aug 4). Abu Dhabi Murban crude futures declined 4.73% to $77.22 per barrel. NYMEX September natural gas futures settled at $2.6820 per million Btu, while September gasoline futures closed at $2.8522 per gallon and September heating oil f

On August 4, the Shanghai Gold Exchange's gold T+D closed the evening session up 0.64% at 887.48 yuan per gram, while silver T+D rose 2.56% to 14,528.0 yuan per kilogram.

Shanghai Futures Exchange crude oil contract 2609 closed down 4.93% at 510.5 yuan per barrel in the overnight session. Shanghai gold rose 0.87%, while Shanghai silver gained 3.45%.

The National Participation Growth Fund, a core policy initiative of the Lee Jae-myung government, recorded negative returns following last month's stock market decline. According to fund evaluation company FnGuide, 12 growth funds showed an average 1-month return of -4.51% as of the 3rd, with