Author: Admin

Key TakeawaysBitcoin’s 90-day correlation with gold has climbed above 50%.Its Nasdaq 100 correlation has fallen from above 60% to about 33%.U.S. debt above $40 trillion is strengthening the debasement narrative. Bitcoin’s Correlation Shifts From Nasdaq Toward Gold Bitcoin’s relationship with traditional assets is changing as investors increasingly treat the cryptocurrency as a scarce monetary asset rather than another high-beta technology investment, according to Grayscale. The asset manager said Aug. 27 that bitcoin’s correlation profile has undergone a notable regime shift, potentially reviving its role as a portfolio diversifier. Bitcoin’s 90-day correlation with the Nasdaq 100 has fallen from more than…

In brief Bitcoin dropped as low as $76,877 on Friday after Fed Chair Kevin Warsh’s hawkish Jackson Hole keynote, confirming the resistance zone flagged earlier this week. September rate-hike odds jumped to roughly 56% from about 35% a day earlier after Warsh said the Fed still has “work to do” on inflation. Myriad traders are still pricing Bitcoin’s next major move at 77% for $84,000 versus 23% for $55,000, largely unmoved by Friday’s selloff. Bitcoin fell as low as $76,877 on Friday, giving up most of a double-digit weekly gain after Fed Chair Kevin Warsh’s first Jackson Hole keynote warned…

The proposal to double Solana’s annual disinflation rate has been marked Accepted after closing with 176.29 million SOL For, 66.19 million SOL Against and 20.63 million SOL Abstain, according to Validator Info.The result gives Solana validators and stakers a directional mandate to accelerate the network’s path toward lower issuance. However, it does not immediately change SOL’s monetary schedule. The next phase still depends on implementation through SIMD-0550, client coordination, feature gating and eventual activation.That distinction now defines the story. Solana’s first major governance cycle has moved past the question of whether SGP-0002 crossed the line and into a more important…

An Anthropic model cut the work needed to break a leading post-quantum signature candidate by a factor of 67 million last month, while Bitcoin and Ethereum published their own migration plans this week.

Rebeca Moen Aug 28, 2026 19:15 NVIDIA’s TensorRT Model Connect enables AI model deployment from checkpoint to inference in two commands, bridging open models to production. NVIDIA has introduced TensorRT Model Connect, a new tool designed to simplify deploying open AI models into production environments. Announced on August 28, 2026, TensorRT Model Connect allows developers to move a model from a Hugging Face model ID or local checkpoint to native C++ inference in just two commands. This development addresses the ongoing challenge of converting and integrating AI models for different production systems. The…

Fed’s Warsh: Numbers on price stability are ‘more concerning’Univ of Michigan final sentiment index for August 51.7 vs 51.0 estimateFed’s Hammack: It’s time to act with rate hikes, waiting will create painCanada GDP Q2 annualized 3.3% vs 3.4% estimateFed’s Goolsbee: Agrees with Warsh that inflation is Fed’s main issue right nowNon-farm payrolls benchmark revisions trimmed employment by 79K jobsMarkets:Gold down $145 to $4455US 10-year yields up 5.4 bps to 4.73%US 2-year yields up 12 bps to 4.36%WTI crude oil down 8 cents to $83.43USD leads, NZD lagsNasdaq down 0.5%S&P 500 down 0.2%It was a fairly straight-forward day in terms of…

Commerzbank’s Charlie Lay reports the Bank of Korea has delivered back-to-back 25bp hikes to 3.0%, front-loading tightening as growth and core inflation forecasts rise. The bank signals one more hike over six months but may pause to assess effects. Despite strong fundamentals and a huge current-account surplus, further KRW gains versus USD are expected to be more gradual after a 12% rally.Front-loaded tightening and slower KRW gains”Looking ahead, BoK maintained a tightening bias, but the pace of further hikes is likely to slow after the cumulative 50bp increase since July.””BoK provided some forward guidance, by way of its new six-month…

DBS Group strategists Taimur Baig and Nathan Chow forecast Vietnam’s goods exports to maintain strong double-digit growth at 27% year-on-year in August 2026, led by electronics and supported by external demand. Retail sales and tourism-related spending are seen as resilient, while headline inflation is expected to hold at 4.4%, below May’s peak but still elevated due to firm food and housing costs.Electronics exports drive strong momentum”We expect Vietnam’s goods exports to extend their run of robust double-digit growth, expanding by 27.0% yoy in August 2026, up from 25.0% yoy in July, driven primarily by strong electronics shipments amid supportive external…

Commerzbank’s Charlie Lay reports that the Bank of Korea (BoK) delivered a second consecutive 25 bp hike to 3.0% and kept a tightening bias, supporting KRW after its sharp appreciation since June. The bank expects a near-term pause but sees scope for another hike to 3.25% if growth and core inflation stay firm, with USD/KRW likely consolidating in a 1,360–1,400 range.Won strength seen consolidating after rally”Looking ahead, BoK maintained a tightening bias, although the pace of further hikes is likely to slow following the cumulative 50bp of tightening since July.””The results showed that of the 21 dots, 10 are at…

Expliquer sans trop se dévoiler. Kevin Warsh a cherché à rassurer Wall Street sur sa détermination à lutter contre l’inflation aux Etats-Unis, sans trop s’engager sur les prochaines actions de la banque centrale. « Vous pouvez appeler cela une esquisse, vous pouvez l’appeler un itinéraire, mais ne parlez pas d’indications prospectives », a-t-il insisté vendredi à Jackson Hole, pour son premier grand discours à la tête de la Réserve fédérale.Le président de la Fed a tenu la ligne de crête tout au long de son discours, offrant suffisamment d’indices aux observateurs de la banque centrale pour chercher à calmer les tensions sur…