INSIGHT: India, the U.S. and Pakistan top Chainalysis’ 2025 Global Crypto Adoption Index, followed by Vietnam and Brazil
Source: Cointelegraph
Gold knows
Gold is following the Japanese 30 year, pricing in "spillover" risks... Source: TME, LSEG workspace
U.S. Top 10 Tech Giants Reach $22 Trillion Market Cap in August 2025
As of August 29, 2025, the combined market capitalization of ten leading U.S. tech companies: Alphabet, Amazon, Apple, Broadcom, Meta, Microsoft, Netflix, Nvidia, Oracle, and Tesla, hit a record $21.95 trillion, representing roughly one-third of the U.S. equity market. From 2012 to 2025, their market cap grew at a 23% compound annual growth rate (CAGR), underscoring their dominant role in shaping market performance. Source: Econovis
In the AI race between Alphabet $GOOGL and Microsoft $MSFT, Alphabet is once again clearly ahead
Since the launch of ChatGPT, Alphabet stock has risen nearly 128%, while Microsoft's share price has only increased 98%. Source: HolgerZ, Bloomberg
Lots of talks about seasonality these days...
If you believe in election cycle, we are in for a stretch of sideways at best. Source: Nautilus thru RBC
The gap in 🇺🇸 consumer confidence is widening.
Wealthier households remain upbeat, while middle-income sentiment has slumped sharply since June — now looking closer to lower-income pessimism. It’s the middle class that’s starting to feel the squeeze.
More seniors than toddlers — a turning point in demographics
Slow, steady, and unstoppable—like a glacier—demographic shifts are quietly transforming economies and societies. UBS highlights how changing age structures, migration, and longevity are not just slow-moving backdrops but fundamental forces that will define markets, growth models, and policy choices for decades to come. A reminder that some of the most profound transformations happen quietly, in plain sight. source : ubs
With the Fed’s reverse repo facility nearly drained, the system now leans on reserves as the main buffer.
Right now, they sit at ~$3.2T, which the Fed still calls “ample.” Governor Waller has suggested ~$2.7T is a safe floor, while Barclays sees end-September reserves sliding closer to that line. The problem? Treasury bill issuance and QT are still pulling cash out each month. With no RRP cushion left, every dollar matters more and once reserves fall into the danger zone, stress tends to show up fast in repo markets, auctions, and short-term funding. Source: StockMarket.News @_Investinq on X
