Global TradFi & Macroeconomics

According to ChainCatcher, two financial institutions each managing over one trillion dollars in assets approved cryptocurrency products this summer amid a bear market environment. Bitwise CEO Hunter Horsley stated that the era of "long Bitcoin, short bankers" has ended, with major institutions

Fermi (NASDAQ: FRMI) signed a 15-year, approximately $6.5 billion binding lease with TensorWave on 10 August 2026, converting 222 MW of its Project Matador data centre campus into contracted revenue. The agreement—announced three days before SanDisk disclosed eight customers under long-term contract

Peter Thiel's investment fund Thiel Macro purchased approximately 1% of Vista Energy, an Argentine oil producer, according to a quarterly filing with the U.S. Securities and Exchange Commission dated Aug. 14. The fund paid roughly $76 million for about 1.2 million American depositary shares,

According to a U.S. Securities and Exchange Commission quarterly filing dated August 14, 2026, Peter Thiel's Thiel Macro fund has invested approximately $76 million in Vista Energy, an Argentine oil producer, acquiring close to 1% of the company through roughly 1.2 million American depositary

SenseTime announced on August 16 that it expects interim profit of approximately RMB 500 million to RMB 700 million for the first half of 2026 (ended June 30), swinging from a loss of RMB 1.49 billion in the same period of 2025. Under IFRS accounting standards, the group's consolidated profit is pro

On August 16, China released major ecological and environmental achievements at the 2026 National Ecology Day event held in Hulunbuir, Inner Mongolia. According to the National Development and Reform Commission and related government departments, since 2012, China has achieved annual energy

Zijin Gold International (stock code 02259) announced interim results for the six months ending June, reporting shareholder profit of USD 1.451 billion, up 1.79 times year-on-year, with earnings per share of USD 0.54 and the company's first interim dividend since listing of HKD 1.5 per share. The pr

Jiuyin Gold International reported first-half 2026 results on August 16, with net profit attributable to parent company shareholders reaching $1.451 billion, up 179% year-over-year. The group's revenue grew 100% to $3.987 billion. The company announced an interim dividend of HK$1.5 per share.

According to Financial Times, AI startup Anthropic may go public as early as October 2026 with a valuation reaching $2 trillion, surpassing SpaceX's $1.77 trillion IPO valuation and potentially setting a record for the largest IPO globally. Private market valuations have already reached $1.5 trillio

According to CCTV, Iran and Tajikistan reached a long-term oil cooperation agreement in recent negotiations, according to Iranian sources. Under the accord, Iran will export oil products to Tajikistan and supply crude oil to Tajikistan's refineries. The two nations finalized the energy partnership t

South Korea's KOSPI index closed at 6,977.94 on Friday, up 719.17 points (11.49%) for the week amid five consecutive trading days of gains. The rally was driven by easing concerns over artificial intelligence infrastructure investment sustainability, following major U.S. tech earnings

According to its interim results announcement, Ginkgo Bioworks (01548) reported revenue of $404 million for the six months ended June 30, 2026, up 27.35% year-over-year. The company's net loss narrowed to $129 million, a 29.25% improvement compared to the same period last year, with a loss per

According to Smart Finance (Zhitong Finance), Sinopec Refining & Chemicals Engineering Co., Ltd. (02386) announced on August 16 that it will distribute an interim dividend of RMB 0.127 per share for the six months ended June 30, 2026, on

According to Zhongjin Gold International's announcement, the company reported mid-year earnings for the first half of 2026 with revenue of $3.987 billion, up 99.67% year-over-year, and net profit attributable to parent of $1.451 billion, up 178.83% YoY. Gold production reached approximately 27.3 to

According to Jin10 and an official announcement, Zijin Mining Group International (02259.HK) reported first-half 2026 results on August 16. Gold output reached approximately 27.3 tons, up 44% year-over-year, driven by newly acquired assets and optimization of mature mines. Revenue and net profit

According to Smart Finance, China Petrochemical Engineering (02386) reported H1 2026 net profit attributable to shareholders of 1.137 billion yuan, down 18% year-over-year, as of June 30. Revenue rose 12.7% to 356.24 billion yuan, driven by growing engineering contract execution. Basic earnings

According to an official announcement, Capital World Group Limited (00204) disclosed that as of July 31, 2026, the unaudited consolidated net asset value per share stood at approximately 1.630 Hong Kong

According to Bloomberg, Nvidia and Broadcom are providing residual value guarantees (RVG) to support AI chip financing, creating approximately $70 billion in off-balance-sheet liabilities that are not directly reflected on corporate balance sheets. These contingent obligations, which transfer to

According to ChainCatcher, the World Gold Council CEO recently stated that Bitcoin will ultimately go to zero. In response, Binance co-founder CZ wrote that many have made incorrect judgments about cryptocurrencies in the past, but acknowledged the field requires time to understand. CZ added, "I

Billionaire investor Mark Cuban stated on August 15 that chips as an asset class will become the new crypto, drawing a comparison based on scarcity and surging demand for advanced processors. The remark comes weeks before CME Group launches the first regulated futures contracts on computing power, s