It’s the worst time in years to invest in AI credit markets: ‘Almost no upside and plenty of downside’
Researchers at Andromeda Capital Management are worried about the uncertain return on investment for investors who are financing the AI capex bonanza.…
Stocks face their weakest seasonal stretch. Why extreme investor pessimism could limit any selling.
U.S. stocks are entering what has historically been the weakest stretch of the year, but unusually bearish investor sentiment could help limit any pullback,…
Stocks could soar in August. Here are six potential drivers.
Tom Lee, head of research at Fundstrat, outlined the reasons he thinks stocks could reach a new high this month. Source：MarketWatch
Coldcard Bitcoin theft tops $100M across 3 confirmed attack waves: Galaxy
Galaxy Research said 90% of the stolen Bitcoin remains unmoved as investigators examine a suspected fourth wave that could lift losses to $130 million.…
Bitcoin may find bear market bottom in August: 10x Research
Bitcoin could confirm an August bearmarket bottom, though rising Treasury yields could force the Fed to raise rates in September, according to 10x Research.…
Suspected 4th Coldcard attack wave sweeps 389 Bitcoin: Galaxy’s Thorn
Galaxy research head Alex Thorn warned that unconfirmed transactions may give some Coldcard users a narrow opportunity to save their funds. Source：Cointelegraph
Bitcoin cold-wallet attack spreads to 4,500 addresses as losses near $89 million
Galaxy Research flagged a third wave of sweeps tied to weak Coldcardgenerated keys, with the attacker now targeting smaller balances and changing how funds are…
Bank of Italy research suggests stablecoins aren't necessarily cheaper for remittances
A mysteryshopping experiment found that exchange fees, foreign exchange spreads and banking rails mean stablecoin remittances are often no cheaper than…
Coldcard Bitcoin loss estimate rises to $70M after Galaxy analysis
Galaxy Research identified 1,196 addresses that lost 1,082.65 Bitcoin in a 41minute window, expanding the estimated scope of the Coldcard wallet incident.…
XRP Ledger upgrade brings back features once pulled over critical bugs
The xrpld 3.3.0 release is expected next week with five proposed amendments, including two revised features that were previously withdrawn after researchers…
Bank of Italy finds no consistent cost advantage for stablecoin remittances
Researchers found that fiat conversion costs and payment infrastructure, rather than blockchain fees, accounted for most of the differences in stablecoin…
Individual investors are dumping stocks at the fastest pace since the COVID crash
Individual investors just recorded “their largest net selling of single stocks since the COVID crash,” according to Vanda Research. Source：MarketWatch