Crypto Pulse

Once one of the largest restaking protocols in the EigenLayer ecosystem, Ether.fi is now entering the most important transformation since its launch. As the restaking narrative failed to meet expectations, the project began placing a bigger bet on the crypto neobank sector.This led Arthur Hayes to describe Ether.fi as “The Bank of the Future.” But is Ether.fi actually building the bank of the future, or simply betting on another new narrative? Key Takeaways:Ether.fi began pivoting toward the cry

Nvidia has once again delivered results that underscore the extraordinary scale of the artificial-intelligence infrastructure boom. The chipmaker reported fiscal second-quarter revenue of $96.2 billion, comfortably ahead of Wall Street expectations, while adjusted earnings also surpassed forecasts.More importantly, Nvidia’s outlook points to another major jump in sales, with the company projecting $108 billion in revenue for its fiscal third quarter. The figures provide fresh evidence that deman

I. Macro & Market Sentiment(Market Data)· BTC Price: $78,952 (24h +0.21%)· Funding Rate: +0.0031%· Fear & Greed Index: 80 (Extreme Greed)(Key Event Preview)· NVIDIA will release its FY2027 Q2 earnings after the U.S. market closes tonight. The market expects revenue of $92.18 billion, up 97% YoY, and adjusted EPS of $2.09, up 99% YoY. The options market is pricing in a post-earnings move of 5.4%, equivalent to approximately $280 billion in market capitalization, marking the calmest expected earni

Overview The U.S. Bureau of Economic Analysis is scheduled to release the July Personal Income and Outlays report today at 20:30 Singapore time (08:30 Eastern Time), presenting the critical Personal Consumption Expenditures (PCE) Price Index to global capital markets. As the primary inflation benchmark favored by the Federal Reserve for monetary policy formulation, the release provides comprehensive data across Headline PCE, Core PCE, Personal Income, and Personal Outlays. Wall Street consensus

Overview Global cloud-native cybersecurity leader CrowdStrike (NASDAQ: CRWD) is scheduled to release its fiscal second-quarter financial results on August 26, 2026, after the close of standard US equity markets. As a core bellwether for the S&P 500 enterprise software complex, Wall Street consensus projects quarterly revenue of approximately $1.44 billion, representing year-over-year expansion of 23.2%, alongside adjusted non-GAAP earnings per share of $0.29. Following a stock rally of over 60%

Overview Global accelerated compute and liquid cooling infrastructure provider Super Micro Computer (NASDAQ: SMCI) recorded a sharp upward price breakout across secondary equity markets, characterized by an intraday surge and elevated trading turnover. The primary catalyst driving this market rerating is the formal announcement of an expanded strategic partnership with enterprise networking and cybersecurity leader Cisco Systems to co-engineer turnkey enterprise artificial intelligence data cent

Overview Coinbase rose about 4.28% on August 25 to near $187, trading between $174.73 and $189.27 after closing at $179.48 the prior session. The immediate backdrop was Bitcoin clearing $80,000, Ethereum rebounding alongside it, and Goldman Sachs analyst James Yaro raising his price target to $196 from $173, citing growth in brokerage and prediction markets, stronger crypto trading activity and regulatory progress. Treating this stock as a simple leveraged proxy for Bitcoin, though, misses the m

Overview Strategy closed at $126.83 on August 25, up roughly 3.4% on the session after trading between $118.55 and $127.90 on volume of 41.3 million shares against a daily average near 28.4 million. Measured from the August 18 close of $92.52, the stock has gained about 37% in five sessions while Bitcoin moved from roughly $63,000 to above $80,000. The correlated advance looks like textbook leverage. But what determines how much further this stock can run is not Bitcoin's price. It is three more

Overview Two months ago, SK Hynix was the most valuable listed company in South Korea. Today the stock sits roughly 45% below its record high. On August 25, the production workers' union rejected a tentative wage agreement by a margin of 25 votes, and the shares fell sharply intraday before recovering to close down about 1.5% at 1,646,000 won, against a 0.2% gain in the broader KOSPI. Placed on a longer axis the picture changes entirely. TradingView data shows 000660 set an all-time high of 2,98

Overview AMD rose roughly 4.91% on August 25, breaking a run of declines. The trigger was a sell-side note: Raymond James analyst Simon Leopold upgraded the stock to Strong Buy from Outperform and raised his price target to $641 from $565, citing an attractive valuation and the long-term growth opportunity in server CPUs supporting AI workloads. Where the bounce occurred matters. On Monday, August 24, AMD fell about 3.5% as semiconductor stocks sold off broadly, with investors de-risking ahead o