Why tech stocks are likely to take a back seat for the rest of 2026, according to JPMorgan strategists
Strategists at the bank see nonU.S. shares performing well in the second half of the year and prefer semiconductor stocks to hyperscalers. Source：MarketWatch
U.S.-Japan intervention revives yen carry trade fears for bitcoin
Coordinated action sent the yen sharply higher, but bitcoin’s recent correlation suggests U.S. dollar strength, rather than the carry trade, may be the bigger…
American manufacturers grow at fastest clip in 4 years due to AI boom — but all is not well
American manufacturers grew in July at the fastest pace in more than four year as they bore the fruits of a massive boom in artificial intelligence, but…
US hints at more yen intervention: Five things to know in Bitcoin this week
The US and Japan coordinate on the yen for the first time since 2011 as Bitcoin traders brace for a historically rough August. Source：Cointelegraph
Circle slides after Morgan Stanley downgrade, cut in price target
The bank said tokenized money market funds, Open USD and slower USDC growth could weigh on the stablecoin issuer's earnings. Source：CoinDesk
Bernstein sees another leg lower for crypto markets if Clarity Act stalls
The broker said failure to pass the Clarity Act this year would likely send crypto lower, but expects U.S. regulators to accelerate rulemaking. Source：CoinDesk
How Fake World Assets and onchain gacha became crypto’s latest craze
Fake World Assets turns forgotten NFTs into an onchain lottery — but is crypto’s latest obsession built to last? Source：Cointelegraph
BlackRock expands tokenized cash with new blockchain-based money market offerings
Both funds intend to qualify as eligible reserve assets for permitted U.S. payment stablecoin issuers under the GENIUS Act. Source：CoinDesk
JPMorgan says Warsh failure to buttress Fed credibility may force a rate hike before year-end
JPMorgan’s U.S. economics team says last week’s postdecision press conference by Fed Chair Kevin Warsh was the most troubling since the practice began in 2012…
Gold is still in its ‘explosive phase,’ says Deutsche Bank, as it sticks to year-end target
Going back as far as 1957 and a few periods notwithstanding, gold tends to outperform CPI and in the last couple of yars this has been especially pronounced.…
Strategy sells 1,638 Bitcoin to fund dividends and STRC repurchases
Michael Saylor’s Strategy sold 1,638 Bitcoin in its secondlargest sale of the year to fund dividend payments and repurchase its preferred STRC stock.…
Bithumb sets 2028 IPO timetable as it overhauls internal controls
The South Korean exchange plans to seek preliminary listing review in 2027 while overhauling controls after a February crediting error. Source：Cointelegraph