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Market Analysis

Opinionated, data-backed coverage across all asset classes

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BCI Minerals tests SOP route at Mardie salt project
Commodities12d ago

BCI Minerals tests SOP route at Mardie salt project

BCI Minerals pushes ahead with a sulphate of potash pilot at its Mardie salt project, aiming to produce the premium fertiliser as a co-product rather than a standalone venture.

NSE Seeks $55 Billion Valuation in Record India IPO
Stocks12d ago

NSE Seeks $55 Billion Valuation in Record India IPO

NSE is marketing shares at ₹2,000-2,100 apiece, targeting a $55 billion valuation. The IPO faces a three-week delay as SEBI reviews changes to selling shareholders.

Coloplast Q3 Growth Hits 6%; EBIT Margin Slips on Currency, Kerecis
Stocks12d ago

Coloplast Q3 Growth Hits 6%; EBIT Margin Slips on Currency, Kerecis

Coloplast delivered 6% organic growth in Q3, with strong Chronic Care and Interventional Urology. EBIT margin fell to 26% on currency and Kerecis drag. Full-year guidance unchanged.

RWA DeFi Deposits Near $4 Billion — 6x Growth in 12 Months
Crypto12d ago

RWA DeFi Deposits Near $4 Billion — 6x Growth in 12 Months

DeFi deposits of real-world assets hit $3.98B, up 6x in a year. Private credit dominates at $2.13B. BlackRock's BUIDL utilization sits at 0.66%.

NYC's K-Shaped Economy: 53% of Income Growth to Top 1%
Stocks12d ago

NYC's K-Shaped Economy: 53% of Income Growth to Top 1%

Millionaires captured 53% of NYC income growth since 2019; poverty hit a record third straight year. The K-shaped split drives political change from Mayor Mamdani's election to rising safety net use.

Hyperplastic, Douro Labs Push SEC to Drop Equity Trade-Through Rule
Stocks12d ago

Hyperplastic, Douro Labs Push SEC to Drop Equity Trade-Through Rule

Two crypto organizations told the SEC to scrap Rule 611, arguing the 'best' price definition does not fit blockchain-based markets. Chairman Atkins has opposed the rule since 2005.

Harvard Holds $101M Bitcoin ETF Position, Halts Two-Quarter Selloff
Crypto12d ago

Harvard Holds $101M Bitcoin ETF Position, Halts Two-Quarter Selloff

Harvard held 3.04M IBIT shares flat in Q2 after cutting 55% from the September peak. The $101.4M position is under 0.2% of the $56.9B endowment.

Binance plans FCA application for UK crypto market return
Crypto12d ago

Binance plans FCA application for UK crypto market return

Binance reportedly plans to apply for FCA authorization after the regulator opens its gateway in September, aiming to resume regulated services in the UK by October 2027.

US Treasury Seeks GENIUS Act Stablecoin Licensing Comments
Crypto12d ago

US Treasury Seeks GENIUS Act Stablecoin Licensing Comments

Treasury opens a 60-day GENIUS Act comment window; stablecoin issuers face a Jan. 18, 2027 start and a 2028 ban on unlicensed coins reaching US users.

How I quit my C-suite job to start a pregnancy supplement brand
Stocks12d ago

How I quit my C-suite job to start a pregnancy supplement brand

Alex Taylor left her president role at Clique after a Hashimoto's diagnosis, bootstrapped Perelel through COVID, and now runs a pregnancy supplement brand that covers IVF and perimenopause.

Ukraine Says Killing One Russian Soldier Costs $3,032 in Drones
Stocks12d ago

Ukraine Says Killing One Russian Soldier Costs $3,032 in Drones

A digital command system called Mission Control tracks the cost of each Ukrainian drone strike. Hitting a soldier costs $3,032; hitting equipment costs less.

Compound taps ex-Coinbase exec for $52M institutional DeFi plan
Crypto12d ago

Compound taps ex-Coinbase exec for $52M institutional DeFi plan

Aaron Schnarch, ex-Coinbase Custody CEO, leads Compound's $52M DAO-funded institutional push. First product due in weeks, but $38M reserved against milestones.

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