Kalshi and Polymarket Volume Drops 14.5% as Prediction-Market Boom Cools
Combined Kalshi and Polymarket volume fell 14.5% in August to $45.33 billion, the first monthly decline in a year after a World Cup-driven surge.
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Remixpoint Dumps Altcoins and Goes Bitcoin-Only: What the Treasury Shift Signals
Japan-listed Remixpoint sold its entire ETH, SOL, XRP and DOGE portfolio and is now running a bitcoin-only crypto treasury, sharpening the corporate BTC-versus-altcoin allocation debate.
Anthropic’s $35B Lambda Cloud Deal Deepens the AI Infrastructure Spending Boom
Anthropic has signed a roughly $35 billion cloud deal with Nvidia-backed Lambda tied to a 350MW Texas data center, reinforcing the shift from an AI chip boom into a broader power and infrastructure spending cycle.
Japan’s 10-Year Yield Holds Near 3% as U.S. Treasury Yield Tops 4.8%
Japan’s 10-year government bond yield remains near 3% while the U.S. 10-year Treasury yield has pushed above 4.8%, deepening a global rates shock that is weighing on equities, FX and crypto.
AI Photonics Demand Tightens as Soitec Locks Customers Into Multi-Year Supply Deals
Soitec is locking more than ten silicon-photonics customers into multi-year supply deals as AI data-centre demand shifts the bottleneck from GPUs toward optical networking infrastructure.
The 4-Asset Stress Test: Oil, 2-Year Yields, Dollar and Bitcoin
A practical cross-asset strategy dashboard for today: watch Brent above $90, the U.S. 2-year yield near 4.3%, dollar strength and Bitcoin around $78K together to judge whether macro liquidity pressure is intensifying or BTC is showing relative resilience.
Crypto Token Buybacks Hit Record $640M as HYPE and Pump.fun Rewrite the Value-Capture Trade
Crypto protocols have spent a record roughly $640 million on token buybacks in 2026, creating a new relative-value framework around protocol revenue, emissions and real tokenholder value capture.
Brent Hits Six-Week High Near $97.40 as Hormuz Risk Rebuilds
Brent surged to a fresh six-week high near $97.39 on September 3 as renewed Middle East tensions, reduced Strait of Hormuz traffic and tight inventories rebuilt the energy risk premium across rates, inflation and risk assets.
Yen Tests 160 as Warsh Rate-Hike Bets Revive Intervention Risk
The yen is again hovering near 160 per dollar as Fed Chair Kevin Warsh’s hawkish message lifts U.S. rate-hike odds, raising the risk of another intervention-driven cross-asset unwind.
Silver Drops 4.6% as Hawkish Fed Repricing Hits Precious Metals
Silver futures suffered a sharp 4.6% decline alongside gold as a stronger rate outlook and dollar pressure reset precious-metals positioning. Here is what crypto and futures traders should watch next.