Global TradFi & Macroeconomics

According to MarketWatch analysis, global financial markets are now built on high valuations, elevated leverage, and AI investment frenzy, with a structure similar to conditions before the 2000 dotcom bubble and 2008 financial crisis. AI-related investments currently total approximately 17 times the

According to Jin10, SK Hynix's American Depositary Receipt is poised to open at approximately $180, compared to its offering price of $149.

According to IDC, PC shipments declined 4.9% year-over-year in the second quarter, marking the first drop in two years as a global memory chip shortage continues to impact the industry. IDC expects the memory supply crunch to persist until early 2028.

According to CNBC on July 11, Bitmine Chairman Tom Lee stated that the U.S. economy will achieve a V-shaped recovery despite recent market concerns. Lee noted that historical data shows the American economy has demonstrated greater resilience during periods of geopolitical tension than markets

According to the Financial Investment Association on July 11, South Korean retail investors' deposits fell to their lowest level in five months, signaling weakening demand for additional stock purchases. The decline follows recent volatility in the KOSPI index and heavy capital deployment in

According to Farside data, US Bitcoin spot ETF accumulated net inflows of $197.4 million this week through July 11, while Ethereum spot ETF saw net inflows of $84.3 million.

Mark Yusko of Morgan Creek Capital said on Friday that SpaceX is trading at a 'silly' and unsustainable valuation, while Bitcoin remains undervalued relative to fair value. Yusko cited SpaceX's roughly $2 trillion valuation with approximately 4% of shares floated as mathematically incapable of

According to Cointelegraph, Mark Yusko of Morgan Creek Capital said on Friday that SpaceX is trading at an unsustainable $2 trillion valuation and is mathematically incapable of justifying a 10x return, while Bitcoin is significantly

According to Jin10 reporting remarks from Eni CEO Claudio Descalzi in an interview published by 24 Hours Sun on July 11, if Middle East conflict persists, global oil markets may break the current range of approximately $80 to $100 per barrel by the first quarter of 2027, pushing up inflation and

According to industry insiders, storage chip stocks including SanDisk, Micron Technology, Seagate Technology, and Western Digital have tumbled over 20% in the past several weeks since late June. The selloff was triggered by Meta's reported divestment of computing capacity, which intensified market c

According to PRNewswire, Hyperscale Data, a Nasdaq-listed bitcoin treasury and AI data center company, recently surpassed 1,000 BTC in holdings following additional acquisitions. The company disclosed plans to utilize bitcoin as potential collateral for future financing while diversifying its

Standard Chartered's Geoffrey Kendrick maintains his Bitcoin price prediction of $500,000 before Trump leaves office, even as BTC trades over $64,000, roughly 49% below the $126,198 all-time high set in October 2025. Trump's renewed public endorsement of Bitcoin, delivered at a White House event on

According to Herald Economy, Hanshing Corporation's stock hit 8,460 won on July 10, surging 114.4% from a June 26 low of 3,945 won in just 10 trading days. The company recorded back-to-back daily price limits on July 9-10, with market capitalization jumping from 257 billion won to over 525 billion w

According to BlockBeats, on Friday July 11, U.S. equities surged despite geopolitical tensions, with the S&P 500 approaching record highs and semiconductor play SK Hynix raising $26.5 billion in its U.S. IPO, marking the largest foreign company IPO in American stock market history. The rally

Backed Assets (JE) Limited issued the Core MSCI Emerging Markets Tokenised ETF through the xStocks ecosystem, providing blockchain-based exposure to the iShares Core MSCI Emerging Markets ETF as of July 11, 2026. The product wraps exposure to the underlying ETF inside a fully collateralized on-chain

According to Globenewswire, on July 11, Streamex's board of directors approved a stock buyback plan worth up to $20 million. The Nasdaq-listed RWA and stablecoin company is authorized to repurchase up to 10 million

According to Russian Deputy Prime Minister, the country recently imposed a ban on diesel exports to meet domestic market demand. The official stated that Russia will accelerate efforts to repair damaged refineries to support domestic fuel

Hana Securities forecasts that AI-driven growth will deepen economic polarization across consumption, investment, and employment in the United States and globally. The brokerage's recent report identifies AI datacenter infrastructure as the core driver of US non-residential investment, but notes tha

According to Hana Securities, South Korea's growth forecast was raised to 2.6% (from 1.9%) in July 2026, as the International Monetary Fund upgraded its outlook amid AI-driven economic shifts. AI investment is concentrating among major technology companies with sufficient capital, creating

South Korea's KOSDAQ index fell 35.4% from 1205.12 on May 26 to 778.17 on this month's 9th following the May 27 launch of single-stock leveraged ETFs. Industry sources attribute the decline to liquidity