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Market Analysis

Opinionated, data-backed coverage across all asset classes

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Custodia Bank Fed Access Case Gets Crypto Group Supreme Court Backing
Crypto17d ago

Custodia Bank Fed Access Case Gets Crypto Group Supreme Court Backing

The Blockchain Association urges the Supreme Court to hear Custodia Bank’s Fed master account case, arguing the Tenth Circuit gave the central bank veto power over state-chartered crypto banks.

BitGo Q2: $4.3B Revenue, 99.8% Costs – Negligible Gross Spread
Crypto17d ago

BitGo Q2: $4.3B Revenue, 99.8% Costs – Negligible Gross Spread

BitGo's Q2 revenue hit $4.3B; direct costs absorbed 99.83%, leaving a $7.1M spread. The company posted a $19M net loss and announced $15M in cost savings.

Chime explores stablecoins for app as neobank joins Open Standard push
Crypto17d ago

Chime explores stablecoins for app as neobank joins Open Standard push

Chime joined the Open Standard consortium behind a dollar-pegged stablecoin. It still does not offer crypto to users. The distribution network spans 140 partners including Visa and Mastercard.

Cygnus Metals Sets Sept. 18 Vote on Central Asia Metals Bid
Commodities17d ago

Cygnus Metals Sets Sept. 18 Vote on Central Asia Metals Bid

Cygnus Metals registered the scheme booklet for the proposed takeover by Central Asia Metals. An independent expert called the deal fair. Shareholders vote Sept. 18.

Garry Tan says passing on Palantir cofounder role cost him $2-4 billion
Stocks17d ago

Garry Tan says passing on Palantir cofounder role cost him $2-4 billion

Y Combinator CEO Garry Tan says he passed on Peter Thiel's founding-team offer at Palantir to stay at Microsoft, a decision that he estimates cost him $2-4 billion.

My 78-Year-Old Dad's Paris Life Showed Me Who He Really Is
Stocks17d ago

My 78-Year-Old Dad's Paris Life Showed Me Who He Really Is

After 15 years of summer trips to Paris, a daughter finally joined her 78-year-old dad and met a stranger. The reunion made her want to go back.

Terafab's $16.8B Texas Start Pinches Crypto's Chip Supply Chain
Crypto17d ago

Terafab's $16.8B Texas Start Pinches Crypto's Chip Supply Chain

Musk's $16.8B Texas semiconductor project, Terafab, targets Intel's 14A node for AI chips. The plant's captive demand for advanced fab capacity creates a concrete supply squeeze for Bitcoin ASIC makers,

MiCA Purge: 80% of European Crypto Firms Lost Authorization
Crypto17d ago

MiCA Purge: 80% of European Crypto Firms Lost Authorization

TRM Labs data shows only 281 of 1,343 pre-MiCA crypto firms received authorization. Poland lost the most ground; Germany held its position. Sanctions exposure is the dividing line.

Trezor Fulfillment Partner ShipMonk Exposes 14,000 Wallet Customers
Crypto17d ago

Trezor Fulfillment Partner ShipMonk Exposes 14,000 Wallet Customers

The cold storage wallet firm said 11,742 customers had names, addresses, and phone numbers stolen. Another 1,947 had partial data exposed. Trezor warned of phishing risks.

Gamgee Seeks to Turn a Viral Dog-Vaccine Case Into a Business
Stocks17d ago

Gamgee Seeks to Turn a Viral Dog-Vaccine Case Into a Business

Gamgee, founded after a Sydney entrepreneur's dog responded to a ChatGPT-designed mRNA vaccine, now runs clinical trials under Y Combinator. The evidence gap between the viral case and a repeatable product is significant.

Why Wall Street Is Upgrading First Solar Again
Stocks17d ago

Why Wall Street Is Upgrading First Solar Again

Baird upgraded First Solar to outperform, citing Section 232 tariffs and data-center power demand. The $318 target implies roughly 35% upside. Earnings are due late July.

YouTube Tax for Indian Creators: ITR-3, Forex Rate, US Credit
Stocks17d ago

YouTube Tax for Indian Creators: ITR-3, Forex Rate, US Credit

Creators must use the TT buying rate on March 31, file ITR-3, and claim the India-US treaty rate on US viewer earnings. A worked example shows ₹6.18 lakh net tax.

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