Cost to insure AI debt reaches record high amid Asian semiconductor tumble
Seoul’s historic twoday crash and widening hyperscaler credit spreads suggest the AI trade’s leverage is starting to bite — in equities and in bonds.…
Coinbase hit by spot trading slump: Wall Street trims expectations ahead of earnings
Wall Street expects a sluggish second quarter from Coinbase as crypto trading activity cools, putting all eyes on and pending U.S. crypto legislation.…
The systemic-risk debate over perpetual futures is aimed at the wrong target
As perpetuals enter regulated markets, critics warn they import systemic risk. But the risk comes from venue design — leverage limits, margin rules, index…
Binance offers gold and silver options after commodity futures pull in billions in daily volume
The crypto exchange unveils commodity options following strong uptake for gold and silver perps. Source：CoinDesk
Live updates: Bitcoin clears $64,000 in Asia hours ahead of Fed decision
Markets price a hold at Wednesday's decision, but a real minority sees a surprise hike, with Citadel Securities and UBS among those flagging the risk.…
Company behind AI trade that caused $60 million crypto liquidations to cover all losses
The mark price fell 19% on a single premarket trade in Korea. The company says its oracle worked exactly as designed. Source：CoinDesk
Citadel bets on a Fed rate hike Wednesday as bitcoin analysts call a hold. Someone will be wrong.
Citadel's macro team says Wednesday's hike isn't about the data. It's about Warsh's best shot at making a surprise actually count before the market stops being…
Bitcoin rises toward $64,000 as Korea's record chip crash leaves crypto untouched
SK Hynix fell 17% after profit rose 557% and still missed estimates. Bitcoin is up 1%, and the Fed decides rates today. Source：CoinDesk
Celsius-linked Bitcoin miner Ionic Digital gains 26% in Nasdaq debut
The Bitcoin miner and AI infrastructure company closed at $62.90, giving it a market capitalization of about $2.8 billion after its direct listing.…
Wall Street veteran Don Wilson says regulators are getting perps all wrong
DRW CEO Don Wilson says perpetual futures aren't inherently risky crypto gambling tools, and it’s time traditional markets and regulators start embracing them.…
Alphabet and Tesla took a hit from soaring AI spending. Will Microsoft, Meta and Amazon be next?
Big Tech’s binge is draining free cash flow — and the bond markets are taking notice. Source：MarketWatch
Bitcoin lows pierce $63K as Asia chip-stock crash spreads to Wall Street
Bitcoin and crypto dropped as contagion from a major Asia stockmarket correction spreads to the US at the Wall Street open. Source：Cointelegraph