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8/18
17:37
Commentary noted that the 30-year U.S. government bond yield touched 5.339% on Tuesday, the highest since 2007; the 10-year U.S. government bond yield was about 4.7%, close to its highest level since early 2025; the French 10-year government bond yield was about 4.1%, the highest since 2008; and the German 10-year government bond yield was about 3.26%, returning to 2011 levels. The article argued that the return of interest rates to historical norms should not cause financial panic.
17:37
Donald Trump announced his nomination of Kyle Reardon to serve as a United States District Judge for the District of Alaska. Reardon currently serves as a Magistrate Judge for the federal court in Alaska and previously served for many years as a federal prosecutor in Alaska and California, and as a Judge Advocate in the U.S. Army JAG Corps. He is a graduate of the University of Virginia School of Law and Centre College.
17:33
Solana Policy Institute CEO Miller Whitehouse-Levine states the Clarity Act is in 'August recess purgatory' and gives it 10% odds of passing before the midterms. He urged regulators to move quickly, emphasizing that the industry "can’t afford to keep waiting for Congress."
17:29
The Financial Accounting Standards Board (FASB), which sets generally accepted accounting principles (GAAP), proposed that stablecoins with liquid, disclosed reserves, redeemable for dollars, could be considered "cash equivalents." This move aims to clarify how stablecoins are viewed under common accounting practices, potentially adding them to highly liquid assets like Treasuries and money market funds. The board has invited public comment on the proposal until November 19.
17:28
Michael Saylor转发了Nat Brunell关于MicroStrategy(MSTR)投资者问答的报道。此次问答涵盖了比特币作为货币的讨论、如何将传统金融资本引入比特币领域、股东对股价下跌的疑问、公司是否会回购MSTR股票、稀释担忧以及MicroStrategy在数字资产领域的定位等多个关键议题。
17:19
US President Donald Trump asserted that the United States is not engaged in talks with Iran and has not scheduled any, despite previously claiming back-channel conversations. His remarks on Tuesday appear to reflect frustration as Iran and Oman continue talks on managing the strategic Strait of Hormuz. Trump insisted the naval blockade of Iranian ports remains in effect but other marine traffic is free to pass, and reiterated his threat to declare the Strait as US territory if Iran does not surrender. Iran has reiterated that the Strait would remain closed until Washington meets the terms of a memorandum of understanding signed in June to end hostilities, including lifting sanctions and releasing frozen assets.
17:19
The attack on Tuesday hit a crowded cafe in Gaza City's port, which has been turned into a displacement camp, injuring 14 others. The Israeli army stated it was targeting Hamas commanders, but provided no evidence. Hamas condemned the strike, which occurred as Israeli Prime Minister Benjamin Netanyahu continues to reject a US-backed peace plan, insisting the military will not withdraw from Gaza unless Hamas disarms. Hamas maintains it will only disarm after an Israeli withdrawal. The strike also followed an unsuccessful visit by US envoy Jared Kushner to advance Washington's peace plan.
16:38
Bond traders are adjusting their positions, using options market wagers to hedge against the risk that the Federal Reserve will pivot to cutting rates in 2027. This shift comes after recent data largely priced out interest rate hikes for the remainder of the current year.
16:30
White House crypto adviser Patrick Witt expressed optimism about the Clarity Act, a comprehensive federal regulatory framework for the crypto industry, ahead of its first planned cloture vote on September 15. The bill has faced setbacks, including resurfacing disputes over stablecoin rewards and ongoing ethics concerns regarding President Trump's crypto holdings. Lawmakers are working to resolve disagreements before the vote.
16:07
Wall Street closed lower, with technology stocks particularly affected as rising oil prices and Middle East tensions pushed Treasury yields sharply higher. Semiconductors led declines due to higher yields weighing on AI-related valuations. Investors rotated toward healthcare, consumer staples, and energy, indicating increased defensive positioning.
15:59
Alderoty pointed out that on September 15, the Senate will hold its first procedural motion on the bill, the "motion to proceed," which requires 60 votes to pass. He warned that if the legislation fails to pass, the U.S. could "miss an incredible opportunity," leading to a loss of jobs, investment, and innovation to overseas. He also mentioned that even if the legislation stalls, the U.S. Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) will continue to advance cryptocurrency regulation.
15:57
The auction aims to help finance the country's nearly $1.8 trillion budget deficit this year. Investors are anticipated to demand a yield close to 5.8%, which would be the highest cost for Washington to borrow this way since the 20-year tenor was last auctioned six years ago.
15:32
Heirs of the late Latin American tycoon Oswaldo Cisneros accuse the Venezuelan government of unjustly confiscating their family's oil drilling rights and awarding them to an American company. This move comes as U.S. Deputy Secretary of Energy David Huizenga stated that about half of Venezuela's oil production is being exported to the United States, and several independent U.S. oil producers are expected to sign production contracts with Venezuela's state oil company PdVSA.
15:27
The move comes as China's DeepSeek recently released its V4 Pro open-weight AI model, intensifying debate in Washington and Silicon Valley on how the U.S. should respond to the rise of such Chinese AI technology. Meanwhile, Nvidia and Meta have also released their own open models to challenge Chinese offerings.
15:21
Mortgage rates rose slightly on Tuesday due to a deepening bond market selloff. Investors are offloading Treasurys amid concerns over the expanding U.S. debt load, government borrowing needs, and mounting corporate-debt issuance. Persistent inflation also limits the Federal Reserve's ability to lower short-term interest rates, while oil prices are expected to remain elevated.
15:04
Wyoming's decision to replace its blockchain infrastructure for the state stablecoin specifically on security grounds makes it the first U.S. government entity to publicly do so. This move sees Wyoming join a broader trend of projects exiting LayerZero, which has been referred to as a "$15 billion exodus."
15:02
The agreements are expected to significantly expand U.S. energy involvement in Venezuela, according to Politico, citing three sources familiar with the matter. The signing ceremony is anticipated to take place Tuesday evening in Houston.

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