Opinionated, data-backed coverage across all asset classes

Trezor's shipping provider ShipMonk exposed names, emails, addresses of 13,689 customers. Device security intact but phishing wave expected. Anonymous delivery option in September.

Movement points to 1M+ transactions and a 96% success rate on Afghanistan's HesabPay as proof stablecoin settlement is working in a challenging market.

The regulator's plan would let fund managers certify investors' status, widening the pool of risk capital but raising conflict-of-interest concerns. Comments due Sept. 3.

Bitwise CIO Matt Hougan says protocols using fee revenue for buybacks and burns could double crypto valuations as investors shift toward revenue-based metrics.

Steel Dynamics shares are up 106% as Section 232 tariffs and data-center demand widen metal spreads. Sycamore Capital says the thesis remains intact.

India's physical sugar stock audit ending Aug 14 could ease prices; NFCSF says govt may release official number next week. Estimated carryover of 3.5m tonnes makes Nov tight, but early crushing may help.

Trezor's shipping provider ShipMonk leaked names, emails, addresses of 13,689 customers. No wallet keys exposed, but phishing attacks targeting hardware wallet owners are the main risk. Affected orders from May to Aug in 7 countries.

Cisco's post-earnings drop offers a warning for Nvidia bulls as the stock runs 12% into Aug. 26. Goldman's Schneider says the elevated bar can be cleared if hyperscaler profitability and capital returns hold up.

Digital Brand Architects buys V1sion Ventures for creator businesses beyond social media. Seven-figure revenue, NFL talent, a $12B market.

The government is examining a tiered MDR on high-value UPI payments to fund the digital payments ecosystem. Small merchants and P2P transfers would remain free. The threshold and rate are yet to be decided.

Flipkart co-founder Sachin Bansal's Navi plans to raise $315 million in an India IPO valuing the fintech at up to $2 billion, Bloomberg reported.

Swissquote's crypto income plunged 66% in H1 2026, forcing a full-year guidance cut and a 12% share price fall. Non-crypto revenue grew but could not offset the profit hit.