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Market Analysis

Opinionated, data-backed coverage across all asset classes

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Blockchain.com secures Cayman custody license, third in under a year
Crypto25d ago

Blockchain.com secures Cayman custody license, third in under a year

Conditional VASP license lets Blockchain.com offer institutional custody, adding to MiCA and FCA. It now has regulatory oversight in three jurisdictions.

Putin Signs Russia's First Digital Asset Law, Effective Sept 1
Crypto25d ago

Putin Signs Russia's First Digital Asset Law, Effective Sept 1

Putin signed Russia's first digital asset law Aug 4, effective Sept 1. Licensed exchanges only after July 2027. Retail investors capped at 300,000 rubles annually.

Gallagher Appoints Andy Winwood as Senior Executive Officer for MEA
Stocks25d ago

Gallagher Appoints Andy Winwood as Senior Executive Officer for MEA

Andy Winwood, a former Aramco risk consultant, will lead Gallagher's Middle East and Africa operations as the broker expands in Saudi Arabia and the UAE.

Hormuz Deal Optimism Fades as Markets Wait for Proof
Forex25d ago

Hormuz Deal Optimism Fades as Markets Wait for Proof

Bessent's Hormuz deal deadline passed without a breakthrough. Markets stalled across equities, yields, gold, and crude as investors wait for proof before extending positions.

Hassabis Hands DeepMind CEO Role to Focus on AGI Strategy
Stocks25d ago

Hassabis Hands DeepMind CEO Role to Focus on AGI Strategy

Demis Hassabis cedes Google DeepMind CEO role to Kavukcuoglu, stays as chair and chief scientist. Alphabet plans $205B capex; AGI 'close at hand,' he says.

Robinhood's Bet on Event Contracts Reshapes Revenue
Crypto25d ago

Robinhood's Bet on Event Contracts Reshapes Revenue

Robinhood's revenue mix shifts to prediction markets as event contracts offset crypto volatility. UK FCA registration and Bernstein $160 target underscore the pivot.

Balchem Stock Slips on Gulf War Cost Fears Despite 8% Sales Gain
Commodities25d ago

Balchem Stock Slips on Gulf War Cost Fears Despite 8% Sales Gain

Balchem shares lagged despite 8% Q1 sales growth as Gulf war cost fears weighed. Conestoga holds conviction in niche market leadership. Q2 earnings will test margin resilience.

Realized Price vs Market Price: Reading Crypto Cost Basis Onchain
Crypto25d ago

Realized Price vs Market Price: Reading Crypto Cost Basis Onchain

Realized price, an on-chain cost basis metric, signals market stress when spot trades below it. Learn how it works, how it compares to market price, and what MVRV reveals about holder profitability.

Binance bStocks Hit $565.9M; Super App Push Builds
Crypto25d ago

Binance bStocks Hit $565.9M; Super App Push Builds

bStocks added $565.9M in tokenized-equity value in seven weeks. The certificates' next test: sustained, compliant growth beyond the launch surge.

How a 10-Year-Old's School Project Landed Him a Job at Spago
Stocks25d ago

How a 10-Year-Old's School Project Landed Him a Job at Spago

Ari Rosenson interviewed Wolfgang Puck for a fifth-grade biography. Two decades later, he runs Puck's kitchen at Spago.

When a Parent's Care Costs $11,000 a Month at 66
Stocks25d ago

When a Parent's Care Costs $11,000 a Month at 66

Kim Berling, 66, and her husband work to cover $11,000 monthly costs for his 99-year-old mother. Long-term care insurance runs out next year.

Pentagon War Game Found Aluminum Risk. Iran Proved It.
Commodities25d ago

Pentagon War Game Found Aluminum Risk. Iran Proved It.

A Pentagon war game last July flagged high-purity aluminum as a vulnerability in U.S. defense supply chains. Seven months later, Iran drone strikes on UAE and Bahrain plants proved the risk, driving prices to four-year highs. America no longer produces the metal domestically.

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