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Market Analysis

Opinionated, data-backed coverage across all asset classes

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UK MPs Press Banks on Crypto Access Ahead of FCA Regime
Crypto19d ago

UK MPs Press Banks on Crypto Access Ahead of FCA Regime

UK lawmakers ask major banks whether FCA authorization will change how they assess crypto firms. A new inquiry gathers evidence through August 31 before publishing recommendations.

Solar eclipse flights sell out at $350-$1,200 a seat
Stocks20d ago

Solar eclipse flights sell out at $350-$1,200 a seat

Airlines and charter operators sold out eclipse-viewing flights at $350 to $1,200 a seat. Brussels Airlines, ASL Group, and Air Charter Service are among those flying passengers over the path of totality.

North Korea Shifted $2.8B in Stolen Crypto Through Crime Networks, RUSI Says
Crypto20d ago

North Korea Shifted $2.8B in Stolen Crypto Through Crime Networks, RUSI Says

$2.8B in stolen crypto moved through networks shared with scam syndicates. RUSI paper tracks how North Korea converts coins to cash through mules, Chinese banks and OTC desks.

Dundee Corp Reports C$27.5M Q2 Mining Segment Loss
Commodities20d ago

Dundee Corp Reports C$27.5M Q2 Mining Segment Loss

Dundee Corp's mining investments segment swung to a C$27.5M Q2 loss. The company advanced its Shovelnose gold project with Westhaven and booked royalty gains.

Entrée Resources Licence Transfer Stalls in Mongolia
Commodities20d ago

Entrée Resources Licence Transfer Stalls in Mongolia

Entrée Resources reported no progress on the Shivee Tolgoi licence transfer that would unlock underground development at the Oyu Tolgoi copper-gold project in Mongolia.

Spritehood sells out 42,956 NFTs in under an hour on Robinhood Chain
Crypto20d ago

Spritehood sells out 42,956 NFTs in under an hour on Robinhood Chain

The Pudgy Penguins co-founder's Spritehood mint generated $1.28M on Robinhood Chain in under an hour, with 42,956 paid NFTs sold across two price tiers.

BRICS CBDC Link: RBI Governor Confirms Cost-Cut Push
Crypto20d ago

BRICS CBDC Link: RBI Governor Confirms Cost-Cut Push

RBI's Malhotra said BRICS is studying CBDC links to instant rails such as UPI. Cheaper cross-border settlement is the goal; no timeline or mechanism is set.

FSB Raids Moscow City Crypto Hub, Detains Over 20 in Fraud Bust
Crypto20d ago

FSB Raids Moscow City Crypto Hub, Detains Over 20 in Fraud Bust

Russian authorities detained over 20 at Moscow City crypto exchanges, disrupting nine foreign-coordinated fraud channels linked to Ukrainian call centers.

AI's New Bottlenecks: Power and Memory, Not Chips
Stocks20d ago

AI's New Bottlenecks: Power and Memory, Not Chips

Power costs near data centers have surged 267% in five years as AI compute demand outstrips grid capacity. Memory supply can support just 15 GW of the 100 GW planned buildout.

Natural Gas: $2.81 Resistance Holds, Bears Retain Control
Forex20d ago

Natural Gas: $2.81 Resistance Holds, Bears Retain Control

Natural gas hit $2.82 but closed below $2.81, keeping bears in control. A daily close above that level is needed to open the path toward $2.93 and $2.99.

NOVAGOLD, Paulson Hire Advisors for Donlin Gold Financing
Commodities20d ago

NOVAGOLD, Paulson Hire Advisors for Donlin Gold Financing

NOVAGOLD and Paulson appoint Endeavour and Macquarie to arrange project financing for Donlin Gold, a 40-million-oz Alaska deposit targeting 1M oz/year over 27 years.

SEC Eyes New Compliance Route for Crypto Token Sales
Crypto20d ago

SEC Eyes New Compliance Route for Crypto Token Sales

SEC open meeting to consider alternative to securities registration for crypto projects. Escape hatch from conventional registration would define token distribution rules.

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