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05:27
Barclays and HSBC Holdings said investor concerns about the Federal Reserve being slow to respond to inflation are providing more reasons to buy bonds that can withstand accelerating price increases.
05:21
The studio will open-source its Pirate Nation assets, while an independent foundation will continue supporting the PIRATE token.
05:10
The "500-day rule," popularized by Pantera Capital in 2023, suggests that historically, buying Bitcoin approximately 500 days before a halving and selling approximately 500 days after has yielded significant profits in previous cycles. However, market observers believe that this pattern may no longer hold true in the current cycle due to the launch of US spot Bitcoin ETFs and the increasing influence of institutional investors.

Analysts point out that the daily inflows into spot Bitcoin ETFs (approximately $100 million to $1 billion in 2024 and 2025) have far exceeded the value of new Bitcoin produced daily by miners after the halving (approximately $35 million to $40 million). This makes institutional demand and macroeconomic conditions more influential on the market than the halving itself. Mati Greenspan, founder of Quantum Economics, and Jason Fernandes, co-founder of AdLunam, both stated that changes in the Bitcoin investor base have reduced the rule's relevance. Nevertheless, Vineet Budki, managing partner at Sigma Capital, still believes that
05:07
The athleisure giant, which built its reputation on leggings, encountered the problem with a product launch earlier this year. This development comes as the company seeks a fresh start with its new chief executive, according to a Bloomberg report.
05:05
This move reflects Wall Street banks offloading massive AI infrastructure debt from their balance sheets, instead using the bond market to digest risk and reshape the financing landscape for AI data centers. Previously, several large banks had sought buyers for over $50 billion in construction debt related to Oracle data centers. This $15 billion debt is associated with a data center in Texas funded by Google and leased to Anthropic. It is expected to be split into multiple bond sales, with some potentially refinanced in the leveraged loan market. Since Google's endorsement only takes effect after the data center's completion, investors bear construction risk during the building phase, and the related bonds are expected to receive speculative-grade ratings. The bond market is replacing bank loans as the core financing platform for hyperscale AI infrastructure projects.
05:04
Forgd brings its crypto market-maker leaderboard to DefiLlama, with ratings based on data from over 500 token projects and 35 market-making firms, and not solely reflecting trading performance.
04:59
The completed tie-up combines Boerse Stuttgart Digital’s custody business with Tradias’ trading operations under a joint management team.
04:48
DeItaone forwarded Iran TV's report stating that the reopening of the Strait of Hormuz depends on a change in US behavior, and that Iran-Oman talks on Hormuz are unrelated to an immediate reopening.
04:32
Taiwanese regulators plan to implement the Travel Rule for transfers between domestic Virtual Asset Service Providers (VASPs) starting this October, with plans to extend the rule to overseas platforms by the end of 2027.
04:28
Economist aka Shan points out that the monetary policy choices of the Federal Reserve's new head, Walsh, are pushing the US economy to a critical juncture. Shan believes that Walsh will either stick to a tight policy, bursting multiple bubbles in AI, real estate, and private credit, triggering a "Global Financial Crisis 2.0" far more intense than 2008; or, under political pressure, revert to easing, leading to a systemic collapse of the dollar's purchasing power, i.e., "Global Currency Crisis 1.0". Shan judges that the probability of Walsh choosing to revert to easing and triggering a "Dollar Crisis 1.0" is overwhelmingly higher than sticking to a tight policy, because the political pressure to restart the Zero Interest Rate Policy (ZIRP) and Quantitative Easing (QE) will be immense during a sharp economic recession.
04:15
Investment firm Piper Sandler cut its price target for SpaceX (NASDAQ: SPCX) to $140 from $156, while reiterating a Neutral rating. Despite strong first earnings that surpassed expectations, the firm cited valuation headwinds. Key concerns include a 140% increase in tradable shares, higher-than-expected FY27 capital expenditure of approximately $65 billion, and uncertainty regarding the longevity of AI cloud contracts. Piper Sandler noted these risks could weigh on the stock until the lock-up period expires in summer 2027.

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