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Market Analysis

Opinionated, data-backed coverage across all asset classes

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Canada's All In 2026 AI event draws 7,500 leaders, Germany as partner
Stocks10d ago

Canada's All In 2026 AI event draws 7,500 leaders, Germany as partner

Germany named Country of Honour at Canada's largest AI event. More than 7,500 attendees and 260 speakers expected in Montreal Sept. 16-17.

Fidelity: AI Crypto Hype Does Not Guarantee Token Value
Crypto10d ago

Fidelity: AI Crypto Hype Does Not Guarantee Token Value

AI agents settled $73M onchain in the year through April, but Fidelity warns the value may flow to stablecoin issuers and infrastructure providers, not token holders.

Treasury buyback cap jump to $4B lifts Bitcoin, Ether, Solana
Crypto10d ago

Treasury buyback cap jump to $4B lifts Bitcoin, Ether, Solana

The Treasury doubled its buyback cap to $4B per operation starting Sept. 9. Long-dated yields dropped. Bitcoin, Ether, Solana and XRP rallied. The Fear & Greed Index swung from fear to neutral.

Bitwise CIO predicts 10-100x blockchain transaction growth
Crypto10d ago

Bitwise CIO predicts 10-100x blockchain transaction growth

Matt Hougan sees tokenized assets and AI agents driving a surge in on-chain activity. Ethereum and BlackRock's BUIDL are already scaling.

Stablecoin Rewards Fight Resurfaces as CLARITY Act Faces Sept. Vote
Crypto10d ago

Stablecoin Rewards Fight Resurfaces as CLARITY Act Faces Sept. Vote

White House adviser Witt says he is 'bullish' on CLARITY Act. Stablecoin rewards fight and Trump ethics provisions resurface ahead of the Sept. 15 cloture vote.

E-Evidence From August 18: What Changes for Crypto Exchange Users
Crypto10d ago

E-Evidence From August 18: What Changes for Crypto Exchange Users

EU E-Evidence regulation takes effect August 18, letting prosecutors bypass mutual legal assistance for cross-border data requests. Crypto exchanges may fall outside its scope.

SEC Sets Crypto Rules as Senate Stalls on CLARITY Act
Crypto10d ago

SEC Sets Crypto Rules as Senate Stalls on CLARITY Act

The SEC proposed new crypto guidelines after the Senate stalled on the CLARITY Act. Galaxy Digital cut the bill's passage probability to 10%. The Senate reconvenes September 14.

Canadian stocks climb as Trump pauses tariffs, signals deal is near
Stocks10d ago

Canadian stocks climb as Trump pauses tariffs, signals deal is near

Trump delays 50% tariff for three days, says deal near. S&P/TSX up 1%, Algoma Steel jumps 14%. Scotiabank's Holt: markets need details before bandwagon.

The Fine Print on Crypto Lending Yields: Risks, MiCA Exclusion, and German Tax Rules
Crypto10d ago

The Fine Print on Crypto Lending Yields: Risks, MiCA Exclusion, and German Tax Rules

Crypto lending yields hide counterparty and code risk. MiCAR excludes lending from its covers. German tax rules treat interest as other income, with a 256-euro exemption limit and potential court-testable one-year holding period.

Treasure Global (TGL) Stock Now on Binance Trading Platform
Crypto10d ago

Treasure Global (TGL) Stock Now on Binance Trading Platform

Binance users can now trade Treasure Global (TGL) shares. The Nasdaq-listed stock gains exposure to 323M+ users. TGL closed at $3.07, up 15.5%.

Santos Half-Year 2026: Pikka First Oil, Barossa Ramp-Up Underway
Commodities10d ago

Santos Half-Year 2026: Pikka First Oil, Barossa Ramp-Up Underway

Santos started Pikka oil output and continued Barossa commissioning in H1 2026, CEO Kevin Gallagher said. New supply is expected to lift volumes as base-business output stays steady.

DeFi yield sources collapse: $89B liquid staking TVL falls to $30B
Crypto10d ago

DeFi yield sources collapse: $89B liquid staking TVL falls to $30B

Spring 2026 broke DeFi yield models as liquid staking TVL cratered 66%. Lending, swap fees, and emissions all failed. Only usage-driven protocols held.

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