Geopolitics adds pressure to oil markets
The global oil market shows modest growth as OPEC+ cautiously increases production, while analysts warn of looming oversupply. Rising geopolitical tensions from Russia–China energy ties and drilling near Taiwan add further uncertainty.
Currency markets await September signals
Global currency markets enter September with caution as the dollar weakens and the rupee comes under pressure. Traders focus on upcoming US and eurozone data that could set the tone for major currency pairs.
Ethereum liquid staking continues to gain momentum
Ethereum's liquid staking sector has grown by $3.2B in 14 weeks, with Lido and Binance dominating. Smaller protocols are also gaining traction.
Inflation fears return in the US
Inflation concerns are rising again in the US amid fiscal and trade pressures. Markets are shifting toward defensive strategies as uncertainty grows.
IPOs return to the spotlight for investors
Investor interest in IPOs is growing as market conditions improve. Strong sectors include technology, healthcare, and fintech with new listings already underway.
The US is rebooting the rules of the crypto market
The United States is setting a new direction for crypto regulation with the launch of Project Crypto — an initiative led by the new SEC chairman, Paul Atkins.
The dollar loses influence in international trade
In mid-2025, the share of cross-border contracts in USD fell below 55%, reflecting a structural shift in the global financial system.
Gold maintains growth amid soft dollar and Fed rate cut expectations
Gold continues to rise due to a weakening dollar and expectations of a Fed rate cut, with prices potentially reaching $3,700 by the end of 2025.
A new record in the crypto market
Bitcoin hits a new all-time high above $122,000, driven by institutional demand, macro trends, and regulatory optimism.
Trump’s new tax law raises concerns
Trump’s new tax law cuts taxes and boosts spending, but experts warn of deficits and cuts to social programs.
Hackers siphoned off a record amount from crypto projects in 2025
In H1 2025, crypto hackers hit a record $2.1B. State-sponsored groups like Lazarus and Gonjeshke Darande exploited platforms including Bybit and Nobitex. Attacks are now not only technical but also geopolitical.
Markets remain calm after US strikes on Iran
Despite U.S. strikes on Iran, global markets remain calm. The MSCI World Index dipped just 0.12%, and investors show no panic.
Global trade braces for disruption amid threat to the Strait of Hormuz
The growing tensions between Iran and Israel have raised concerns over the stability of the Strait of Hormuz, a key global trade route.
UBS predicts a global economic slowdown
Analysts at UBS predict a noticeable deceleration in global economic growth in the second half of 2025.