Global TradFi & Macroeconomics

Retail investors are withdrawing from the Korean stock market as investor deposits plummeted over 35 trillion won in two months, falling from 139.69 trillion won on June 4 to 104.07 trillion won on August 6, according to the Financial Investment Association. The exodus stems from concerns over AI

According to the Financial Investment Association, South Korea's investor deposits fell to 104.1 trillion won as of August 6, down from 139.7 trillion won on June 4, erasing 35 trillion won in just two months

Berkshire Hathaway purchased $23.5 billion in stocks during the second quarter of 2026, marking the conglomerate's first net buying activity in 14 quarters, according to filings released in early August. The company confirmed a $10 billion stake in Alphabet acquired through a private placement on

European stock exchange-traded funds recorded positive net flows in July, their first since the US-Iran conflict began in late February, according to Bloomberg data. The return of capital signals renewed investor appetite for European stocks, driven by a strong earnings season and easing oil

According to Bloomberg, European stock exchange-traded funds (ETFs) recorded positive net inflows in July for the first time since the US-Iran conflict began in late February. BlackRock's European equities products attracted $4.4 billion, signaling renewed investor appetite for the region amid a

U.S. spot Bitcoin ETFs recorded $853.54 million in net inflows for the week ended August 7, the largest weekly total since mid-April, according to data from SoSoValue. BlackRock's IBIT accounted for $693 million of that sum, representing roughly 81% of all category inflows. The surge followed a

According to Odaily, MicroStrategy's executive chairman Michael Saylor posted the company's Bitcoin holdings on X on Aug 9, captioning the image "Doing Business." The digital asset treasury firm currently holds 842,138 Bitcoin worth approximately $55 billion as of Aug 9 morning. The company's

According to Cathie Wood on X, U.S. corporate pre-tax profit margins have reached 13.2% of GDP, marking a multi-decade high. Wood noted that while pandemic-era fiscal and monetary stimulus previously drove rapid profit growth, the current support factors are shifting. She highlighted that

According to ChainCatcher, U.S. spot bitcoin ETFs saw net inflows of $853 million last week, marking the largest weekly total since April.

According to Cathie Wood, founder of ARK Invest, recent U.S. employment data masks deeper structural economic changes driven by artificial intelligence and other disruptive technologies. Wood stated that AI is significantly boosting productivity at American enterprises. She emphasized that the

According to Business Insider, on Friday, Aug. 7, SaaS stocks showed divergent performance following earnings releases, with market gradually distinguishing winners from losers in the AI era. Atlassian surged 35.31% after posting Q2 revenue of $1.77 billion, beating expectations of $1.66 billion;

According to Barron's and Bloomberg data, the S&P 500 index surged 22% over the past year while valuations actually declined. The index's forward price-to-earnings ratio fell from 22.1x to approximately 20x, meaning investors are now paying less for more valuable companies. The key driver of this t

Coldcard security breaches continued to escalate this week, with Galaxy's Alex Thorn tracking a likely fourth organized wave of attacks. According to reports, the largest drained address so far held 51 BTC, and at least one victim lost all Bitcoin accumulated over eight years. Coinkite's emergency f

According to Wall Street Journal reporting, White House officials stated that President Trump is taking a patient approach to the ongoing Iran diplomatic standoff. The administration has completed its stated military objectives against Iran and is now focused on ensuring uninterrupted energy

According to Cathie Wood of ARK Invest, deflation risks currently outweigh inflation concerns in the U.S. economy. Despite surface weakness in recent employment data, Wood said the overall economic outlook is less pessimistic than it appears. The federal deficit-to-GDP ratio stands at 5.6% and

According to Morgan Stanley, on August 6, the investment bank assessed that the steepest selloff in memory chip stocks has ended. The firm views current price levels as an attractive re-entry point for investors, citing stabilization in semiconductor valuations following recent sharp

According to the Wall Street Journal, Apple on August 9 is testing storage chips from Changxin Memory (CXMT) for its iPhone and MacBook products. The move aims to ease memory shortages triggered by the artificial intelligence boom. Apple has begun preliminary discussions with China's largest chip

According to Cathie Wood on August 9, Bitcoin and stablecoins are expected to be the two main beneficiaries of agentic artificial intelligence business transformation. Wood also noted that Bitcoin's performance relative to gold is re-stabilizing amid broader macro headwinds, including potential

According to White House Chief Economic Advisor Kevin Hassett, U.S. inflation data is declining rapidly on August 9. The statement reflects ongoing progress in the administration's efforts to manage price

According to vessel tracking data, Turkey resumed allowing ships to transit through its straits toward the Black Sea on Sunday, following security-related delays in the region. Oil tanker Aegean Dream, which had waited in the area since Thursday, sailed through the Dardanelles Strait on Sunday