Global TradFi & Macroeconomics

According to the U.S. State Department, the U.S. Treasury Department dismantled a network of currency exchange operators and shell companies on Aug 7 that had been facilitating Iran's transfer of hundreds of millions of dollars through the international financial system. The network enabled Tehran t

Bitcoin surged above $65,000 on Friday as President Trump renewed backing for the U.S. crypto industry, calling digital assets a "big deal" and warning that China could gain ground if Washington slows policy. Trump noted the U.S. should protect its lead in the sector, placing crypto alongside

According to Nationwide data, the Russell 1000 Value Index rose 31.6% over the past year, significantly outpacing the Russell 1000 Growth Index's 13.5% gain. The performance gap between the two has expanded to its widest since the 2022 bear market, reaching approximately 22% in relative returns as o

According to BitcoinTreasuries.NET, bitcoin treasury company Microstrategy (MSTR) trading volume has surpassed technology giant Dell and returned to the top 25 most-traded U.S. stocks.

According to ICE data, on Friday (August 7), TTF Dutch natural gas futures fell 5.03% to 55.38 EUR/MWh, marking a weekly decline of 6.88%. ICE UK natural gas futures dropped 0.9% to 135.68 pence/therm, posting a weekly loss of 5.96%. Both benchmarks showed predominantly downward pressure

Grayscale's Ethereum Staking Mini ETF signed a new trust agreement on August 6 that makes staking the default for nearly all of its 839,556 ETH holdings, aiming to deploy the fund's 161,000 idle ETH. The rewrite enables monthly cash distributions of staking rewards to shareholders and was filed

Russ Savage, the billionaire founder of Rockstar Energy, has acquired more than 12 million shares of Celsius Holdings and is calling for the removal of the company's CEO following an earnings miss this week. Savage now controls roughly 4.7% of Celsius, a stake worth approximately $300 million at

According to an SEC filing, Grayscale signed a new trust agreement for its Ethereum Staking Mini ETF on August 6, making staking the default for nearly all holdings. The change aims to reduce 161,000 idle ETH—currently held as a buffer for redemptions and operations—toward zero. Under the new

According to CNBC, Russ Savage, founder of Rockstar Energy, has accumulated more than 12 million shares of Celsius Holdings and called for the company's CEO to be fired after its second-quarter earnings missed expectations on Thursday. Savage's stake amounts to roughly 4.7% of Celsius and is

On Friday (August 7), UK 10-year gilt yields fell 13.3 basis points for the week, closing at 4.915%. The yields dropped from around 4.94% to near 4.9% as the U.S. non-farm payrolls report was released on Friday evening. UK 2-year yields declined 12.5 basis points for the week to 4.276%, while 30-ye

SpaceX stock surged 10.54% to $127.03 as of 11:33 AM local time on August 7, the second consecutive day of sharp gains. Argus Research upgraded SpaceX to 'buy' from 'hold' with a $160 price target on August 7, driving the rally. The surge occurred despite 911.5 million shares exiting lockup on Augus

According to Petrobras CFO, the company has 270,000 barrels per day of production capacity that can be increased in the second half of 2026.

Citi adjusted its Brent crude oil price forecasts on Thursday amid volatile U.S.-Iran negotiations. The bank lowered its third-quarter average price expectation to $80 per barrel, down from prior guidance, and maintained its fourth-quarter forecast at $70. For 2027, Citi projects Brent crude will av

Bitcoin whales purchased approximately $1.2 billion worth of BTC since July 29th, according to latest on-chain data. Large investors holding between 10 and 10,000 BTC accumulated over 20,000 BTC during this period, while the Bitcoin price fluctuated around $65,000. The recovery in whale demand

According to MSCI data, the MSCI Nordic Index rose 0.4% to 399.03 points today, with weekly gains approaching 0.90%. Healthcare was the top performing sector among the ten Nordic stock sectors. Genmab A/B led Nordic equities with a 6.5% gain.

According to Tom Lee, on August 7, today's jobs report revealed market "inflation delirium," with the September rate hike probability collapsing to below 40% from 75% two weeks ago, despite inflation moving downward. Lee stated that the market reaction underscores excessive inflation concerns,

Ukraine's oil and gas company said on Aug 7 that Russian forces attacked seven oil and gas production facilities overnight, marking the largest strike in recent months. The attack caused significant damage to key production equipment and resulted in a sharp decline in oil and gas output, though no c

According to Shanghai Mid-Term Futures on August 7, the China Shipping Index for European routes fell 9.2% this week. The decline was driven primarily by the fading of geopolitical risk premium as U.S.-Iran negotiations over the Strait of Hormuz showed positive signals. The market has also entered t

According to its second-quarter 13F filing, Intesa Sanpaolo, Italy's largest banking group, reduced BlackRock iShares Bitcoin Trust (IBIT) holdings by 94% to 40,723 shares, valued at $1.36 million as of June 30. The bank also liquidated 99% of IBIT call options and established a new 500,000-share sh

On non-farm payroll day, the Eurozone STOXX 50 index closed up 0.45% at 6,531.80 points and reached a session high of 6,559.99 points following the U.S. employment report, climbing 4.2% for the week. The broader STOXX 600 index gained 0.42% to 660.97 points, with weekly gains of 1.8%.