Global TradFi & Macroeconomics

According to Japan's Finance Ministry statement on Saturday (August 1), Japanese monetary authorities have multiple tools to meet market liquidity needs. These include discretionary use of the Federal Reserve's Foreign and International Monetary Authorities (FIMA) standing repo facility, which

Amazon has completed its $50 billion investment in OpenAI this week, bringing its stake to approximately 5 percent. The company fulfilled its investment commitments ahead of schedule, including a subsequent $35 billion tranche, despite OpenAI failing to meet two agreed conditions: a public listing a

Apple lost its position as the world's largest company by market capitalization to NVIDIA on the 31st (local time) after its stock plunged over 7% amid concerns about supply chain constraints and semiconductor shortages related to artificial intelligence. The decline followed Apple's earnings

According to Economist, Apple stock fell 7.35% on July 31 to close at $308.91, bringing its market capitalization to approximately $4.54 trillion and losing its position as the world's most valuable company to Nvidia, which rose 2.93% to $200.75 with a market cap of $4.86 trillion. Apple's sharp

According to SoSoValue data cited by ChainCatcher, Hyperliquid (HYPE) spot ETF recorded net outflows of $1.8305 million on July 31 (U.S. Eastern Time). The outflow was driven entirely by 21Shares Hyperliquid ETF (THYP). The fund's total assets under management reached $246 million, with cumulative h

According to DS Investment Securities analyst Lee Soo-rim, on August 1, semiconductor stocks experienced significant pullbacks amid peak-profit concerns. However, historical analysis of past memory cycles suggests further upside potential through the first half of 2027. Past data shows that stock p

According to the Federal Reserve's FOMC decision on July 28-29, the central bank held its benchmark interest rate at 3.50%-3.75% for the fifth consecutive meeting, with a 9-to-3 vote. Minneapolis Fed President Neel Kashkari, Cleveland Fed President Beth Hammack, and Dallas Fed President Lorie

According to SoSoValue, XRP spot ETFs saw single-day net inflows of $76.95 million on July 31. Bitwise XRP ETF (XRP) led with $71.84 million in daily inflows, bringing its historical cumulative net inflows to $511 million. Franklin XRP ETF (XRPZ) followed with $5.765 million in daily inflows,

According to SoSoValue, XRP spot ETFs recorded net inflows of $7.694 million on July 31. Bitwise XRP ETF (XRP) led inflows with $7.118 million, bringing its historical cumulative net inflows to $511 million. Franklin XRP ETF (XRPZ) followed with $576,500 in single-day inflows, reaching cumulative in

According to SoSoValue data cited by ChainCatcher, Morgan Stanley Solana Trust (MSOL) recorded net inflows of $395,400 yesterday (July 31). MSOL's historical cumulative net inflows have reached $19.86 million, while the broader SOL spot ETF complex maintains a total net asset value of $860 million w

According to Tesla's official WeChat, the automaker delivered its 10 millionth production vehicle today, marking 20 years since the first prototype rolled off the line. Tesla now produces a new vehicle globally every 18 seconds on

Gold prices remain below $4,100 an ounce, but analysts identify a shift in market sentiment with the $4,000 level increasingly recognized as an attractive support point despite the Federal Reserve maintaining a tightening bias. The shift follows weaker-than-expected U.S. economic activity during the

According to Li Auto's official announcement, the Chinese EV manufacturer delivered 30,468 vehicles in July 2026. As of July 31, 2026, Li Auto's cumulative deliveries reached 1,764,155 units.

According to Kitco News, gold found support at $4,000 per ounce this week as market sentiment shifts, with investors increasingly focused on long-term fundamentals rather than Federal Reserve rate rhetoric. The Federal Reserve left interest rates unchanged on Wednesday, but three committee members v

According to The Block, at MicroStrategy's recent Q2 earnings call, Chief Executive Michael Saylor stated the company will shift from its previous "100% Bitcoin" allocation strategy to a combined approach holding both cash and BTC. Analysts TD Cowen and Benchmark maintained buy ratings on the

According to Julian McManus, portfolio manager at Janus Henderson (managing $480 billion in assets), interviewed by CNBC, investors began increasing exposure to overseas markets as concerns over concentration risk in U.S. tech giants intensified as of March 31. The Magnificent Seven stocks account f

Leopold Aschenbrenner, manager of the Situational Awareness hedge fund, announced Thursday evening that the fund will no longer use borrowed funds for stock investments, taking full responsibility for the portfolio's 67% collapse in July. The fund sold most of its leveraged equity positions to

This week, the Trump administration announced funding agreements with seven semiconductor and related companies totaling up to $874 million under the Chips and Science Act, with the government taking minority, non-controlling equity stakes in six newly participating firms in exchange for the aid,

South Korea and Argentina signed their first official government cooperation document on critical minerals on May 31 (local time), as Minister of Trade, Industry and Energy Kim Jung-kwan formalized the 'Korea-Argentina Critical Minerals Cooperation MOU' with Argentina's Ministry of Economy during

According to Yonhapinfomax, on July 31, SK's board approved the sale of its 70.6% stake in SK Siltronic to Doosan for approximately 2.3 trillion won. The transaction, finalized after seven months of negotiations since Doosan was selected as the preferred bidder in December 2025, is part of SK