Market Analysis
Opinionated, data-backed coverage across all asset classes
Schwab Adds SOL, AVAX and LINK as Crypto Push Expands
Charles Schwab is adding solana, avalanche and chainlink to its crypto brokerage accounts. The $13 trillion asset manager launched the offering in May 2026 with bitcoin and ether. SOL led the rally Thursday, up 12.4%.
Tokenized QUBT Tracks the Price, Not the Ownership
QCi's $5.6M Q2 revenue and $1.3B cash pile anchor the QUBT story; a tokenized version of the ticker can carry no claim on the company at all.
Stellar's $3B tokenized-asset market meets a $2M DeFi hurdle
Tokenized money market funds and corporate credit have pushed Stellar's RWA market to $3B, but DeFi lending pools accepting them hold just over $2M. Oracle pricing is the bottleneck.
SEC Sends Crypto Custody Reform to White House as Regulator Shifts Strategy
The SEC has sent a crypto custody reform proposal to the White House, aiming to update rules for the Investment Advisers Act and Investment Company Act. The shift under Chairman Paul Atkins signals a move from enforcement to rulemaking.
Mirae Asset Plans $109 Billion Digital Asset Push
Mirae Asset targets 150 trillion won digital asset business via exchange Digital X, with tokenized commodities and a unified global platform. Chairman Park outlines profitability goal by next year.
Trump's crypto ventures cost investors $4.7B, watchdog says
Public Citizen estimates investors lost $4.7B on Trump family crypto ventures, led by $3.2B from the TRUMP memecoin. A CLARITY Act vote is set for Sept. 15.
Natural Gas Futures Break 50-Day Moving Average After EIA Storage Miss
October natural gas futures jumped 3.2% after the EIA reported a 15 Bcf storage build, less than half the seasonal average, breaking above the 50-day MA for the first time since July.
JPMorgan Considers Stablecoin as Banks Rethink Tokenized Deposits
JPMorgan is weighing a stablecoin as more than a dozen banks build a joint token. S&P warns deposit risk rises if stablecoins take off in US payments.
Tessenderlo CEO: H1 'Turbulent' but JV With Darling Advances
Tessenderlo CEO Luc Tack said the company performed well despite Strait of Hormuz disruption in H1 2026. The JV with Darling Ingredients moves forward, with Tessenderlo holding 15%.
Bain Capital takes $74M equity stake in RQD* Clearing
Bain Capital's $74M bet on RQD* Clearing represents a shift toward modern clearing infrastructure, with digital asset custody on the roadmap. The firm processed $2 trillion in equity trades YTD.
Nvidia CEO rebuts data center backlash, says buildout can cut costs
Nvidia's Jensen Huang said AI data centers can lower energy costs, citing market forces. Nvidia's data center revenue hit $89B. Texas imposed a moratorium on new construction.
Russia Used Upgraded Iskander-1000 Missile in Kyiv Strike, Ukraine Says
Russia fired an upgraded Iskander-1000 ballistic missile at Kyiv for the first time, Ukraine's military intelligence said, as Moscow expands its arsenal and Ukraine faces interceptor shortages.