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7/29
05:07
ING Group is hedging the credit risk on approximately $10 billion in loans through a Significant Risk Transfer (SRT). These loans include debt related to artificial intelligence (AI). The move is intended to free up the bank’s lending capacity to support new lending activities, a practice that is becoming increasingly common in the global banking industry.
05:00
The Federal Open Market Committee (FOMC) of the Federal Reserve will announce its interest rate decision in the early hours of July 30, Beijing time. This meeting will not include the Summary of Economic Projections or the dot plot.Analysts believe that, given the Fed’s decision at its June meeting to maintain the target interest rate range at 3.50%–3.75% and its statement that future action would depend on incoming data, the wording of this meeting’s statement and Chairman Kevin Warsh’s press conference will be the focus of market attention.

This decision will kick off a series of economic data releases and crypto-related events over the next two weeks. On the evening of July 30, the U.S. Bureau of Economic Analysis will release the June Personal Income and Outlays report (including the PCE price index) and preliminary second-quarter GDP figures.On the same day, MicroStrategy—which holds significant holdings on the cryptocurrency exchanges Coinbase and Bitcoin—will release its second-quarter earnings report. Additionally, the last Friday of July (July 31) will mark the monthly options expiration on the Deribit platforms Bitcoin and Ethereum.

In August, the U.S. Bureau of Labor Statistics will release the July employment report (nonfarm payrolls, unemployment rate, average hourly earnings) on August 7 and the July Consumer Price Index (CPI) on August 13.Market analysts note that this flurry of economic releases could lead to repricing of interest-rate-sensitive assets—including Bitcoin and Ethereum—and impact broader risk sentiment.
04:51
According to Zavolock, artificial intelligence (AI) continues to be a key driver of earnings strength in Europe.
04:30
Iran has rejected Oman's proposal for a 50-50 joint oversight mechanism of the critical Strait of Hormuz, instead submitting its own counterproposal. Iran's Deputy Foreign Minister Kazem Gharibabadi stated that Tehran's plan would grant it significantly more control over the waterway, managing shipping through its side of the strait and part of the opposite lane. The Strait of Hormuz, through which about one-fifth of the world's oil and LNG supplies passed before recent conflicts, was previously closed by Iran, triggering global supply challenges. Diplomatic discussions continue amidst disagreements over control and shipping fees, with Iran warning the strait will remain closed if its plan is rejected.
04:30
Oil prices gained, while U.S. stock futures largely moved higher. However, semiconductor companies Sandisk and Micron Technology fell in premarket trading, reflecting waning investor enthusiasm for the sector, all ahead of the US Federal Reserve's upcoming decision.
04:27
A coalition of 44 U.S. state attorneys general has sent a letter to the U.S. Commodity Futures Trading Commission (CFTC), asserting that the agency lacks authority over sports prediction markets. The group urged the CFTC to draft new rules consistent with the Commodity Exchange Act.
04:24
Ahead of today's Federal Reserve rate decision, Kalshi traders assign a 77% probability to the Fed holding rates steady and a 23% chance of a surprise 25 basis point hike. However, Citadel Securities anticipates Fed Chair Kevin Warsh will raise rates to bolster the central bank's inflation-fighting credibility and signal the end of its forward guidance policy. With markets divided, the Fed's decision and Warsh's subsequent remarks are expected to shape market sentiment for the remainder of 2026.
04:23
Gabriel Perez, a former teleprompter operator for President Donald Trump, is no longer employed by the U.S. federal government. Perez had been accused of profiting from bets placed on Kalshi, an event prediction market, which were allegedly tied to the content of Trump’s speeches.
04:22
South Korean Finance Minister Koo Yun-cheol apologized to the public for the hasty launch of single-stock leveraged ETFs. This followed a sharp correction in the South Korean stock market, which caused tens of thousands of retail investors who had jumped on the chip stock bandwagon to suffer massive losses.

Lee Eog-weon, chairman of the Financial Services Commission of South Korea, stated that regulators are considering restricting access to such products to professional investors only and are exploring ways to lower the leverage ratio. Since their launch on May 27, South Korean retail investors have made net purchases of approximately $9.7 billion in single-stock leveraged ETFs. However, as the KOSPI index—which is heavily weighted toward chip stocks—has plummeted nearly 35% over the past month, leveraged ETFs linked to Samsung Electronics and SK Hynix have plummeted by 75% to over 80%.
04:20
South Korean cryptocurrency exchange Upbit announced that it will temporarily suspend deposits and withdrawals for Cosmos (ATOM) starting at 6:00 p.m. on August 5 (KST).
04:19
Conflict in the Middle East escalated overnight as Iran fired ballistic missiles at U.S. forces stationed in the region, bringing a brief diplomatic lull to an end. In response, the United States and Saudi Arabia launched strikes against Iranian-backed militias in Iraq. Saudi Arabia stated that it had intercepted drones targeting its oil facilities for the second consecutive day. The United States, meanwhile, said that all Iranian missiles targeting its forces had been successfully intercepted. As supply concerns resurfaced, international oil prices jumped nearly 4%, with Brent crude rising to about $87 per barrel. The Strait of Hormuz remains effectively closed, with shipping severely disrupted, while attacks by Iran-backed Houthi militants have heightened tensions in the Red Sea region. The conflict has expanded to include Iran, Iraq, Saudi Arabia, and Yemen, raising fears of a wider regional war.
04:10
South Korean cryptocurrency exchange Upbit announced that it will temporarily suspend deposit and withdrawal services for Injective (INJ) starting at 8:00 p.m. on July 29, 2026 (Korea Standard Time).
04:06
Ford Motor (F) shares rose 3.9% in premarket trading after the company announced it had raised its full-year profit outlook.
04:01
The US Federal Reserve is widely expected to maintain its federal funds rate at 3.5%-3.75% in its upcoming decision. However, markets still price in roughly a one-in-three chance of a surprise rate hike. Attention will be on Chair Kevin Warsh's message, as rising oil prices are fueling inflation concerns despite a softer Consumer Price Index (CPI) report in June. Morgan Stanley anticipates no rate hikes this year, while Bank of America (BofA) believes Chair Warsh could begin raising rates as early as September.
04:01
Brian Smith, President of the Jito Foundation, noted in his analysis that the active trading of tokenized shares and perpetual contracts on blockchain platforms such as Solana and Hyperliquid following SpaceX’s initial public offering (IPO) highlights the role of perpetual contracts as a “Trojan horse” for bringing traditional finance onto the blockchain. Smith noted that on-chain platforms have served as venues for the real-time repricing of gold and crude oil during specific periods—such as the conflict with Iran—and have even functioned when traditional markets were closed. He emphasized that the early trading volume and participation in tokenized shares of Cerebras Systems and SpaceX on on-chain platforms were substantial enough to facilitate price discovery, with the implied price of SpaceX’s perpetual contracts matching the IPO offering price almost perfectly. Smith believes that Solana possesses advantages in terms of speed, throughput, and cost structure to support these markets, and following the SpaceX IPO, the 24-hour spot trading volume of tokenized stocks on the Solana chain surpassed $100 million for the first time. He emphasized that tokenized commodities and macro derivatives represent genuine global demand and are crucial for Solana.
03:44
The price of TRUMP (OFFICIAL TRUMP) fell back to $1.440, hitting a near 365-day low.
03:34
On-chain analytics firm Lookonchain reported that a crypto whale, identified by wallet address 0x2d59, withdrew 40,000 ETH, valued at approximately $76.58 million, from the Binance exchange.
03:28
US spot Bitcoin ETFs have recorded four consecutive sessions of outflows, totaling $526 million. This comes as Bitcoin (BTC) faced renewed selling pressure after failing to hold the $65,000 level.
03:28
A surprise strike by Iran has rattled global markets and sent oil prices higher.

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