Global TradFi & Macroeconomics

According to Chosun Biz, South Korea's KOSPI index recovered to the 6,550 level on August 25, narrowing intraday losses despite heavy foreign investor selling. As of 11:44 AM KST, the index was down 1.98% at 6,564.6, recovering from an early morning decline of 2.40% to 6,535.93. However, foreign inv

BitMine Immersion Technologies (NYSE: BMNR) Chairman Tom Lee outlined the company’s ten-year vision on the Bankless podcast on August 25: “We are betting that Ethereum will become the primary venue where these activities take place; our mission is to help Ethereum remain the most important chain in the future.” The company disclosed that it purchased 32,447 ETH last week. BitMine’s ETH Holdings Progress: 5,847,611 ETH, Representing 4.8% of Supply Since launching its Ethereum treasury strategy on

According to Korean Economic Daily TV, on August 18, Hanwha Defense USA (Hanwha Aerospace's U.S. subsidiary) won a $260 million contract from the U.S. Army to supply K9 self-propelled howitzer prototypes for the Modular Tactical Cannon (MTC) program. The contract includes initial supply of six

According to Kpler, only one commodity vessel passed through the Strait of Hormuz on Monday (August 25), marking the lowest level since May 7. The vessel was an ultra-large liquefied natural gas carrier entering the strait from the Gulf of Oman, compared with six vessels that transited on

Alibaba (HKEX: 09988) completed an HK$80 billion ordinary share placement (cash-based capital increase) on August 24, setting a record for the largest capital increase in the history of Hong Kong-listed companies. One hundred percent of the proceeds will be used to invest in “full-stack” AI capabilities. The company subsequently released the Wan3.0 AI video-generation model on Monday, which can generate videos up to 30 seconds long at resolutions of up to 1080p, with pricing of up to $0.20 per s

According to Jin10, billionaire investor Stanley Druckenmiller on August 25 opposed the U.S. Treasury's planned multi-billion dollar debt buyback, calling it an error. Druckenmiller stated that governments attempting to manipulate prices against market fundamentals ultimately fail, and that

According to Bernstein research released on August 24, USDC supply surged approximately $1.7 billion during the final week of August, reversing a six-month downtrend. Circle's stock price has rebounded 42% from lows triggered by OUSD competition concerns. Bernstein maintains an outperform rating on

According to Jin10 Futures, imported benzene shipments arrived at East China major ports on August 25, driving pure benzene prices lower. Weak crude oil prices and minimal typhoon-related discharge delays supported the market influx. Meanwhile, crude oil futures saw profit-taking amid questions

According to Guru Club, spot silver fell 2% intraday to $67.57 per ounce on August 25.

According to Guru Club, lithium carbonate futures' main contract fell over 5% on August 25, trading at 151,500 yuan per ton.

The Wall Street Journal published an analysis on the 24th (local time) examining extreme volatility in Korean stocks, describing the market as a 'fright ride' after the KOSPI experienced dramatic swings. The Korean stock market, which had surged on an AI semiconductor boom with a 76% gain in 2025, d

According to Wall Street Journal report on August 24, South Korea's KOSPI index plummeted approximately 40% over a six-week period in late June and July, erasing roughly $250 billion in market value. The extreme volatility marked a sharp reversal from earlier in 2026 when the stock market surged on

Spot gold continued to decline intraday on August 25, sliding approximately $18 per ounce with a daily loss of nearly 0.7%.

According to Bloomberg, Broadcom's 5-year credit default swap surged 28 basis points in August, with the company planning to raise over $60 billion in new AI infrastructure debt. A Broadcom bond maturing in 2031 saw yields rise 14 basis points over the same period, reflecting heightened credit

South Korean stocks declined on August 25 as the KOSPI fell 1.86% to 6572.39 amid investor anxiety ahead of NVIDIA's earnings report and the Jackson Hole meeting. The decline was driven by semiconductor stock weakness, with Samsung Electronics and SK Hynix falling 2.04% and 4.37% respectively.

According to Jin10 Data, on August 25, Japan's Finance Minister Yuki Katayama announced the government would study potential tax incentives for retail investors purchasing Japanese government bonds. Katayama stated that boosting the appeal of government bonds to retail investors is important, and th

From 02:15 to 02:30 (UTC) on August 25, 2026, BTC surged from 79,818.9 USDT to 81,075.3 USDT within 15 minutes, posting a 1.57% gain with a 1.57% amplitude and reaching a new 24-hour high. Risk-asset sentiment rebounded significantly, with the bid-to-ask depth ratio across the top five levels reaching 2.57. Bids clearly dominated, and market attention increased sharply. The primary driver of this move was the United States imposing “economic D-Day”-level sanctions on Iran, cutting off its oil re

According to India's Directorate General of Foreign Trade, on August 24, the country lifted its four-year wheat export ban by changing the policy from prohibited to free trade. As the world's second-largest wheat producer, India had restricted wheat exports since May 2022 to control domestic

South Korea's Ministry of Economy and Finance announced that next month's treasury bond issuance will decrease compared to this month, according to remarks made at a Primary Dealer (PD) council meeting held the previous day. The ministry indicated it will maintain the lower end of its long-term bond

The Hyperliquidity Policy Center (HPC) submitted a comment letter to the U.S. Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) on August 24, requesting that cash-settled equity perpetual contracts be permitted to trade in the U.S. market as “security futures.” Currently, the cumulative notional trading volume of the offshore perpetual contract market has surpassed $5 trillion (according to DefiLlama data), with open interest nearing $13 billion. Four R