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Market Analysis

Opinionated, data-backed coverage across all asset classes

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North Korean Hackers Turn to AI as DPRK Drives 66% of Crypto Losses
Crypto21d ago

North Korean Hackers Turn to AI as DPRK Drives 66% of Crypto Losses

Kimsuky is using AI to create fake documents and assist with coding. The group's shift toward automation threatens an industry already hit by $972 million in first-half losses.

Bybit sues North Korea for $1.5B hack as US court freezes stolen crypto
Crypto21d ago

Bybit sues North Korea for $1.5B hack as US court freezes stolen crypto

A US federal judge froze stolen assets linked to the 2025 Bybit hack. The civil suit against North Korea, its intelligence agency, and the Lazarus Group tests whether court orders can recover funds criminal enforcement has not.

NYSE Builds Onchain Platform for Instant Stablecoin Settlement
Crypto21d ago

NYSE Builds Onchain Platform for Instant Stablecoin Settlement

Stablecoin rails would power 24/7 settlement; NYSE's instant-settlement platform still awaits regulatory authorization, and no launch date has been announced.

Natural Gas: Downtrend Intact as Storage Surplus, Permian Supply Weigh
Commodities21d ago

Natural Gas: Downtrend Intact as Storage Surplus, Permian Supply Weigh

September gas futures bounce from $2.616 low but face storage surplus at 6.7% above average, record production, and 1.5 Bcf/d Permian supply from Hugh Brinson pipeline. Thursday's EIA print decides the next leg.

Wintermute's SEC License Moves Crypto Market Making Onto Wall Street Rails
Crypto21d ago

Wintermute's SEC License Moves Crypto Market Making Onto Wall Street Rails

Wintermute USA's SEC broker dealer registration lets it trade equities, act as an ETF authorized participant, and self clear digital asset securities. The move challenges traditional market makers and positions the firm for tokenized securities growth.

NFP Miss, Unemployment Drop Put Fed in a Bind
Forex21d ago

NFP Miss, Unemployment Drop Put Fed in a Bind

NFP fell 23k with deep revisions, yet unemployment dropped to 4.1%. The mixed signal leaves the Fed in a bind and sets up Thursday's Norges Bank decision.

Tokenized QQQ drives 85% of July DEX volume as bStocks hits $9.4B
Crypto21d ago

Tokenized QQQ drives 85% of July DEX volume as bStocks hits $9.4B

BStocks captured 85% of tokenized equity DEX volume in July as QQQB alone generated $9.27 billion in trading. Zero maker fees and 24/7 settlement drove the surge, but price discovery still happens on Binance's centralized exchange.

London Banks Join FCA on Tokenized Gold Rules
Crypto21d ago

London Banks Join FCA on Tokenized Gold Rules

The FCA is discussing tokenized gold standards with major banks. London vaults hold $1.384 trillion in gold. An announcement is expected within months.

DAC Beachcroft Hires Three Cyber Partners From RPC
Stocks21d ago

DAC Beachcroft Hires Three Cyber Partners From RPC

Three RPC cyber partners join DAC Beachcroft, making it the only firm with two UK Chambers-ranked cyber breach lawyers. They will handle cross-border data breaches.

Empery Sold 1,635 BTC Since July; Unrestricted Holdings at 325
Crypto21d ago

Empery Sold 1,635 BTC Since July; Unrestricted Holdings at 325

Empery Digital cut its free Bitcoin holdings to 325 coins after selling 1,635 BTC for $102.2 million since July. Most of its remaining 1,279 BTC is pledged as collateral against $35 million of debt, with proceeds funding an AI data center push.

Senate Passage of CLARITY Act Looks Unlikely This Year
Crypto21d ago

Senate Passage of CLARITY Act Looks Unlikely This Year

Grayscale's Pandl says Senate odds are low for CLARITY passage this year. The September 15 cloture vote needs seven Democrats or independents to back it.

ED probes Jharkhand PSC exam irregularities; three members quit
Stocks21d ago

ED probes Jharkhand PSC exam irregularities; three members quit

ED opens PMLA probe into Jharkhand PSC exam irregularities; all three JPSC members resign after CID summoning. Students continue protests.

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