Global TradFi & Macroeconomics

According to LSEG data, Changhong Memory (688825-CN), China's largest DRAM chip manufacturer, reached a market valuation of $540.5 billion on August 14, ranking 24th globally. The chipmaker surpassed Tencent ($505.8 billion) and trails only Intel ($552.6 billion) among semiconductor and tech

China's Cyberspace Administration (CAC) issued guidance in mid-September 2025 barring major technology firms from purchasing Nvidia AI chips, directing them toward domestic alternatives. Companies including ByteDance and Alibaba were instructed to suspend acquisitions of Nvidia hardware such as the

China's Cyberspace Administration barred major technology firms from purchasing Nvidia AI chips starting mid-September 2025, redirecting them toward domestic alternatives. As of mid-2026, Nvidia reported zero revenue from H200 chip sales to China. While Huawei's Ascend chip series represents the

Economic analyst Daniel Moss warned that the global economy is poised to face heightened economic shocks and inflationary pressures, stating that inflation targets should not be abandoned despite strain. U.S. inflation figures for July showed a year-over-year increase in the Consumer Price Index

According to LSEG data, China's memory chip manufacturer Longxi Semiconductor (688825-CN) reached a market capitalization of $540.5 billion on Friday (August 15), surpassing Tencent's $505.8 billion and approaching Intel's $552.6 billion. The company ranked 24th globally by market value. Per

According to Token Terminal as of August 16, 2026, the tokenized ETF market cap reached $611.5 million, up 826.1% year-over-year from approximately zero twelve months prior. The product category now spans between 640 and 683 distinct offerings. Ethereum holds the largest share of issuance,

Economic analyst Daniel Moss warned of heightened economic shocks and inflationary pressures amid July Consumer Price Index (CPI) data showing a year-over-year increase of 3.4%, with core CPI at 2.5%—both above the Federal Reserve's 2% target. Energy prices rose 14.7% over the period, contributing t

South Korean stocks surged last week, with the KOSPI index closing at 6977.94 on the 14th, up 11.49% as Samsung Electronics and SK Hynix led gains. The rally followed easing geopolitical tensions and subsiding concerns over artificial intelligence investment slowdowns. The KOSDAQ index rose 8.24% to

According to the Korea Exchange, KOSPI closed at 6,977.94 on August 14, surging 11.49% week-over-week, while KOSDAQ gained 8.24% to 864.65. The rebound was driven primarily by semiconductor stocks, including Samsung Electronics and SK Hynix, as concerns about AI investment slowdown and

Pearl Abyss closed at 31,250 won on May 14, declining 5,650 won (15.31%) over three trading days following its Q2 earnings announcement on May 11. The Korean game developer reported Q2 revenue of 192.6

According to Korea Exchange, Pearlabyss stock fell 15.31% to 31,250 won on August 14 after the game developer released disappointing Q2 results. The stock had traded at 36,900 won on August 11 before the post-market earnings shock triggered three consecutive daily declines. Q2 operating profit

Samsung Electronics and SK hynix credit balances rose as of the 14th, driven by investor expectations for upcoming shareholder return announcements. Samsung Electronics' credit balance reached 4.882 trillion won, up 9.4% from the end of last month, while SK hynix recorded 4.812 trillion won, a 20.9%

Two copper-themed ETFs listed in South Korea recorded divergent 1-month returns as of the date stated in source, with KODEX Copper Futures (H) gaining 3.07% while TIGER Copper Physical declined 0.51%. The performance gap emerged as the US considered tariff measures on refined copper imports,

According to CosCom ETF CHECK, as of August 14, KODEX Copper Futures (KRW hedged) posted a one-month return of 3.07%, while TIGER Copper Physical fell 0.51%. Despite tracking the same commodity, the performance gap stems from their underlying assets: KODEX uses U.S. futures contracts (S&P GSCI

Bitcoin fell 46% over the past year while gold rose 32% as global bond yields reached levels last seen in July 2008. A Bloomberg gauge tracking long-dated government debt hit its highest yield in May. The cryptocurrency has never traded through borrowing costs this high — Bitcoin's first block was m

According to BeInCrypto, on August 14, the U.S. 10-year Treasury real yield reached 2.41%, its highest level since Bitcoin's creation in 2009. This marks a significant shift from two years prior, when the same metric stood at 1.77%. Global bond yields have surged across major economies: the U.S. 10-

An Ethereum wallet from the Genesis era moved 2,680 ETH worth $5.03 million on Tuesday, Aug. 11, after 11 years of dormancy, while Tether received an unqualified audit opinion from KPMG U.S. for its 2025 financial statements. Arthur Hayes warned Bitcoin may fall to $50,000 before reaching $1 million

StablecoinX disclosed holdings of 3 billion ENA tokens, approximately 20% of Ethena's total ENA supply, in its quarterly operations report for the period ended June 30. The New York-based company reported the $218.4 million ENA treasury one day after completing its merger with TLGY Acquisition

David Tait, CEO of the World Gold Council, predicted that bitcoin will eventually go to zero in a Consensus Miami interview with David Lin. Tait emphasized the prediction as his personal opinion based on

According to Bitcoin.com News, World Gold Council CEO David Tait said on August 16 that bitcoin could eventually go to zero. Speaking at Consensus Miami, Tait stated this was his personal opinion based on how bitcoin trades with risk assets during market stress rather than acting as insurance. He