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Market Analysis

Opinionated, data-backed coverage across all asset classes

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Binance Tokenized Stocks Hit $610M, Surpassing Kraken for No. 2 Spot
Crypto18d ago

Binance Tokenized Stocks Hit $610M, Surpassing Kraken for No. 2 Spot

Binance's bStocks hit $610.6M in two months, edging Kraken's xStocks at $601.2M. Ondo Finance leads at $927M. The tokenized stock market has grown to $2.7B total.

Monaco Moves to Scrap 2022 Crypto Law, Adopt MiCA Rules
Crypto18d ago

Monaco Moves to Scrap 2022 Crypto Law, Adopt MiCA Rules

Monaco's Bill No. 1131 would replace the 2022 crypto law with MiCA-style rules. The move comes as the Principality sits on the FATF grey list and the EU's high-risk money-laundering list.

Dollar/yen volatility exposes stablecoin currency risk
Crypto18d ago

Dollar/yen volatility exposes stablecoin currency risk

USD/JPY volatility near 160 tests the stability of yen-pegged tokens like JPYC and JPYSC, which now face their first real stress test since Japan's stablecoin rules took effect.

KLA Labs Makes Inc. 5000 for Second Straight Year
Stocks18d ago

KLA Labs Makes Inc. 5000 for Second Straight Year

KLA Laboratories Inc. earned its second consecutive Inc. 5000 ranking, joining a list of the fastest-growing private U.S. companies. The 97-year-old IT network systems firm saw revenue growth from 2022 to 2025.

Crypto in Clients' Estate Plans: Advisors Not Keeping Up
Crypto18d ago

Crypto in Clients' Estate Plans: Advisors Not Keeping Up

An informal survey of crypto-holding professionals finds nearly no one uses a traditional advisor for digital assets, despite holding for estate planning. Advisors who ignore this risk losing relevance as new specialized practices emerge.

EXE Pressured by Lower Capex Outlook, Controller Resignation
Commodities18d ago

EXE Pressured by Lower Capex Outlook, Controller Resignation

Expand Energy's capex guide for the rest of 2026 missed expectations, and the controller resigned. Sycamore Capital says the investment thesis remains intact.

White House backs cyber privateering to combat crypto-linked crime
Crypto18d ago

White House backs cyber privateering to combat crypto-linked crime

A new presidential memo and Senate bill authorize private firms to conduct offensive cyber operations against criminal networks that exploit crypto for fraud and ransomware.

DigitalX's $35.3M Capital Raise Follows Korbit Takeover
Crypto18d ago

DigitalX's $35.3M Capital Raise Follows Korbit Takeover

DigitalX approved a $35.3M capital increase, with all new shares going to controlling shareholder Mirae Asset Consulting. The funds come weeks after Mirae completed its $91.5M acquisition of the Korbit exchange.

Zerohash trust bank charter bid stalls after OCC flags deficiencies
Crypto18d ago

Zerohash trust bank charter bid stalls after OCC flags deficiencies

Zerohash's OCC trust charter application was returned with deficiencies on July 17. The $1.5B crypto infrastructure firm plans to resubmit by August, but the setback breaks a string of approvals for digital asset firms.

Devon Energy's Coterra Deal Tests Investor Patience Ahead of August Print
Commodities18d ago

Devon Energy's Coterra Deal Tests Investor Patience Ahead of August Print

Sycamore Capital named Devon Energy its top Q2 detractor as investors await the first post-Coterra earnings. The August print will test management's integration timeline.

Memory Glass Sets Stage for 2027 Data-Center Shift
Commodities18d ago

Memory Glass Sets Stage for 2027 Data-Center Shift

Samsung is investing 1 trillion won in glass substrate memory chip packaging through 2027. The pilot line addresses warping issues in HBM3E and targets 80% yield before commercial production.

B2C2 Taps Schroders Veteran for Asia Crypto Push
Crypto18d ago

B2C2 Taps Schroders Veteran for Asia Crypto Push

B2C2 appoints Jason Lai, former Schroders Wealth Asia chairman, as senior adviser to court family offices and asset managers in Asia-Pacific as crypto adoption grows.

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