Global TradFi & Macroeconomics

According to a16z crypto, tokenized stock transfer activity surged in June 2026, with monthly transfer volume reaching $9.22 billion, compared to $53 million in June 2025. The metric tracks all on-chain activity including trading, wallet-to-wallet transfers, and collateral deposits into DeFi

According to the 8-K filing submitted to the U.S. SEC by Strategy (MSTR) on July 21, between July 13 and 19 the company sold 2,732,318 shares of MSTR stock, raising about $263.5 million, but during this period it neither bought nor sold any Bitcoin. The company also did not repurchase any of its own shares through a share repurchase program. MSTR Stock Sales Record from July 13 to 19 (Source: SEC) Based on the 8-K filing Strategy submitted to the SEC, during the period from July 13 to 19, 2026,

According to China Customs, China's fuel oil imports in the second quarter of 2026 totaled 2.5187 million tonnes, declining 63.36% month-on-month and 44.35% year-on-year. For the first half of 2026, cumulative fuel oil imports reached 9.392 million tonnes, down 3.62% year-on-year. Gold Credit

Gate News reports that, according to an official Gate announcement on July 22, 2026, the Gate contract stock section will first launch live trading for perpetual futures contracts of KORU, TZA, SHAZ, SOFI, PENG, CPNG, MUFG, and TM at 14:00 (UTC+8) on July 22, 2026. The service supports USDT settlement and offers 1–20x long and short trading. Among them, KORU is a daily MSCI Korea 3x bullish ETF listed on the NYSE, tracking the MSCI Korea 25/50 Index on a daily basis; TZA is the Direxion Russell

South Korea's Democratic Party 'Korea Premium K-Capital Market Special Committee' is reviewing plans to reduce the multiples of single-stock leveraged and inverse exchange-traded funds (ETFs) from 2x to 1.5x, according to reports. The move follows President Lee Jae-myung's directive for additional m

According to a Cointelegraph report on July 22, citing data from River (a financial services company), a recent report released by The Nakamoto Project shows that about 49.6 million adults in the United States hold Bitcoin, while about 28.8 million hold gold—meaning the number of Bitcoin holders has surpassed gold for the first time. Shift in U.S. Asset Holdings Structure: 49.6 Million Bitcoin Holders First Surpass Gold (Source: River report) According to the report written by River for The Naka

NuScale Power Corp. (SMR) stock jumped over 1% overnight Tuesday following its best session in more than a month, ending the previous session nearly 9.5% higher. The gains came after Bloomberg reported a Trump administration initiative to accelerate nuclear power deployment for AI data centers,

Memory stocks including Micron Technology (MU), SanDisk (SNDK), and Western Digital (WDC) posted sharp gains on Tuesday, marking the second consecutive day of recovery. SanDisk rose 14.3%, Western Digital climbed 12.5%, and Micron gained 12.2%, emerging as the top three performers in the S&P 500

Rocket Lab USA Inc. (RKLB) secured a $266 million U.S. Air Force contract for suborbital launch services, sending shares up 9% in after-hours trading Tuesday after the stock had already closed the regular session more than 5% higher. The firm-fixed-price contract covers 12 suborbital launches with o

AST SpaceMobile, Rocket Lab, and SpaceX stocks experienced mixed trading on Tuesday, with ASTS jumping 10%, RKLB gaining 5%, and SPCX rising 3%, yet all three remain down 13%, 1%, and 23% respectively so far in 2026. The gains came amid sustained selling pressure that has prompted retail investors t

Dell Technologies (DELL) and Hewlett Packard Enterprise (HPE) stock prices gained 6% and 5% respectively in after-hours trading on Tuesday, following a strong preliminary Q4 fiscal 2026 update from AI server competitor Super Micro (SMCI). SMCI announced it secured over $60 billion in new orders

On Tuesday (July 22), Tesla stock rose 3% ahead of the company's second-quarter earnings report on Wednesday, as analysts offered contrasting takes on the electric vehicle maker's near-term performance and communication credibility. Gene Munster of Deepwater Asset Management expects Tesla's Q2

According to Bloomberg, Oklo Inc. (OKLO) and X-Energy Inc. (XE) shares surged in extended trading yesterday after the Trump administration announced a $200 million federal initiative to accelerate nuclear reactor development for AI data centers. X-Energy gained

According to Stocktwits reports, Nokia (NOK) stock climbed nearly 3% overnight on Tuesday (July 21) following Super Micro Computer's announcement of a record $60 billion AI infrastructure backlog, as retail investors bet the Finnish telecom giant could similarly benefit from accelerating AI demand a

According to Bloomberg, NuScale Power (SMR) shares jumped over 1% overnight Tuesday after gaining 9.5% in its prior session. The surge followed reports that the Trump administration is accelerating nuclear power deployment for AI data centers and plans to submit a Saudi Arabia nuclear cooperation

U.S. stock indices ended higher on Tuesday, driven by strength in semiconductor stocks and robust earnings reports. The S&P 500 gained 0.9% to close at 7,509.20, the Nasdaq 100 surged 1.9% to 29,155.18, and the Dow Jones Industrial Average added 0.7% to 52,224.64. The VanEck Semiconductor ETF

On Tuesday after-hours, Rocket Lab USA Inc. (RKLB) won a $266 million U.S. Air Force contract for suborbital launch services, sending shares up 9% in extended trading. The firm-fixed-price contract covers 12 suborbital launches with options for six additional missions, with work expected to

Intel stock surged 8.6% on July 21. Previously, Intel confirmed it would cut jobs and restructure within the Core Data Center Group (DCG). Since the beginning of the year, Intel stock has more than doubled. In an official statement, Intel said: “As part of an overall strategy to make the company more focused and efficient, DCG is adjusting its organization to ensure the right roles and skills are in place, positioning this business for long-term success.” Intel DCG Layoffs Statement: Official Ex

Dell Technologies (DELL) and Hewlett Packard Enterprise (HPE) share prices rose 6% and 5%, respectively, in after-hours trading on Tuesday, driven by Super Micro Computer (SMCI) announcing strong fourth-quarter results. According to SMCI's company release, the AI server maker secured over $60

According to Trader T, U.S. Bitcoin spot ETFs recorded net inflows of $203.2 million yesterday (July 21), with BlackRock's IBIT leading at $163.94 million. Fidelity's FBTC, Ark's ARKB, and Grayscale's GBTC Mini also posted positive inflows during the