Bitcoin Tops $64,900 as Whale Data Suggests Crypto Bear Market Nears End
Bitcoin traded near $64,935 and Ethereum near $1,913 on August 10, while CryptoQuant data shows whale accumulation in BTC, ETH and XRP hinting the bear market’s final stage.
TSMC’s 45% Revenue Surge Lights Up the Chip Equipment Trade
TSMC’s July revenue jumped 44.7% and lifted capex guidance to $64 billion, fueling gains across chip equipment stocks while Broadcom outpaces Nvidia.
S&P 500’s 5.75% Surge Faces Make-or-Break Inflation Data This Week
US stocks hit record highs on a tech-led rally, up 13% for the year, but fresh inflation data could decide whether the Fed’s rate path stays friendly.
Grayscale Pulls SEC Filings for Cardano, Hedera and Polkadot ETFs
Grayscale withdrew its US registration statements for three altcoin ETFs on August 7, though the move doesn’t close the door on future crypto fund launches.
Iran Sets Hard Conditions for Reopening Strait of Hormuz as US Weighs Exit
Iran demands sanctions relief, frozen assets and a naval blockade end before reopening the Strait of Hormuz, while reports suggest Trump may drop nuclear deal demands to end the standoff.
US Economy Holds Steady at 2.1% Growth as Inflation Expectations Diverge
Alhambra Investments’ Monthly Macro Monitor shows US GDP growth tracking its two-decade average even as Treasury yields and inflation expectations send conflicting signals.
Crypto Whales Load Up on Bitcoin, Ethereum and XRP, CryptoQuant Says
Large wallets are accumulating Bitcoin, Ethereum and XRP near their realized prices, according to CryptoQuant, a pattern the firm links to the final stage of a bear market.
AI Memory Supercycle: Why SK Hynix Is Winning the HBM Race
Hyperscalers are projected to spend over $700 billion on AI infrastructure in 2026, fueling demand for high-bandwidth memory chips and putting SK Hynix in the spotlight over Micron and Sandisk.
Adobe vs Arista Networks: A 10.7x vs 47.8x Valuation Gap Explained
Adobe trades at a 10.7x forward P/E while Arista Networks commands 47.8x — here’s what that valuation gap tells investors about AI infrastructure versus software stocks.
Congress Set to Hand Trump ‘Unchecked’ Tariff Power of Up to 100%
The Senate passed the Lindsey O. Graham Sanctioning Russia Act in an 86-11 vote, potentially letting Trump slap tariffs as high as 100% on top buyers of Russian oil and gas, including allies.