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Market Analysis

Opinionated, data-backed coverage across all asset classes

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Marketplace Boom Breaks Traditional Retail Forecasting, CEO Says
Stocks16d ago

Marketplace Boom Breaks Traditional Retail Forecasting, CEO Says

61% of European ecommerce GMV now flows through marketplaces, but most sellers juggle six platforms. Instinctools CEO Alexey Spas says spreadsheets fail—AI tools cut data prep time 60%.

Fake LinkedIn Crypto Job Scams Hit $11.8M: Singapore Advisory
Crypto16d ago

Fake LinkedIn Crypto Job Scams Hit $11.8M: Singapore Advisory

Singapore police say scammers posing as crypto recruiters on LinkedIn stole $11.8M. They use fake coding tests to plant malware that bypasses MFA and targets corporate accounts.

Swissquote Crypto Income Halved as H1 Volume Falls 62%
Crypto16d ago

Swissquote Crypto Income Halved as H1 Volume Falls 62%

Swissquote's crypto volume fell 62% in H1 2023, driving a 61.5% drop in crypto income. The H1 2024 rebound suggests cyclicality, not a structural decline.

Zombie DeFi contracts: abandoned code that still runs
Crypto16d ago

Zombie DeFi contracts: abandoned code that still runs

A $2.1M drain on a deprecated Aztec Connect contract highlights the risk of zombie smart contracts. Here's how they work and what to do.

SEC Safe Harbor: Faster Token Launches, Weaker Checks?
Crypto16d ago

SEC Safe Harbor: Faster Token Launches, Weaker Checks?

84.7% of 2025 token launches traded below TGE valuation. The SEC's Rule 195 safe harbor aims to fix disclosures but risks thin guardrails.

AI-Written Books Flood Amazon, Squeezing Human Authors
Stocks16d ago

AI-Written Books Flood Amazon, Squeezing Human Authors

Ebook supply rose 19-fold in three years while AI-written books squeezed human authors. The study gives copyright law the market-harm evidence it lacked.

SpaceX Closes $60B Cursor Buy; Grok 4.5 Trained on Joint Data
Stocks16d ago

SpaceX Closes $60B Cursor Buy; Grok 4.5 Trained on Joint Data

Cursor trained Grok 4.5 on trillions of tokens of joint data and got access to SpaceX's Colossus supercomputer with 200,000 Nvidia GPUs.

Disney plans super app for streaming, games, and merch
Stocks16d ago

Disney plans super app for streaming, games, and merch

Disney CEO Josh D'Amaro plans to merge streaming, games, and park tickets into Disney+ by spring 2026. Analysts split on whether a super app boosts revenue or just clutters the experience.

Bitgo Revenue Hits $4.3B, Up 80%, as Stablecoin Business Surges
Crypto16d ago

Bitgo Revenue Hits $4.3B, Up 80%, as Stablecoin Business Surges

Revenue surged 80% to $4.33B on stablecoin and trading growth, though a $19M net loss and thin sales margins show the path to profitability remains uneven.

HKDAP stablecoin contract has broken KYC controls, analyst says
Crypto16d ago

HKDAP stablecoin contract has broken KYC controls, analyst says

Security analyst Yajin Zhou found HKDAP's KYC module has a broken revocation function and governance concentrated in a single key. The HKMA-licensed stablecoin launched August 12.

WTI and Brent Stall at 50-Day EMAs as Volume Drops
Commodities16d ago

WTI and Brent Stall at 50-Day EMAs as Volume Drops

WTI and Brent stalled at the 50-day EMA on Friday as volume dropped and traders avoided weekend exposure amid the Strait of Hormuz closure, an analyst said.

Embecta Stock Plunges 57% on Guidance Cut, Class Action Filed
Indices16d ago

Embecta Stock Plunges 57% on Guidance Cut, Class Action Filed

Embecta Corp. lost 57% after slashing revenue guidance and reporting earnings far below expectations. A class action alleges management misled investors. Deadline Aug. 17.

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