Markets

Markets coverage from the StreamSage Markets desk: Stocks, Bonds, Forex, Commodities, Funds, Derivatives, Crypto Assets. Sources on every story. Page 7.

• Crypto DAT market cap hits $340 billion as altcoin funds lead gains

  Cumulative market capitalization for digital asset treasury companies is up 10% since mid-August, driven by strong returns from newer altcoin-focused funds.

• Bitcoin Gold Correlation Hits Yearly High as ETF Inflows Approach $1B

  Bitcoin's 30-day correlation with gold reached 0.8, while ETFs saw nearly $1 billion in weekly inflows according to The Block.

• BlackRock research finds modest Bitcoin allocations boost portfolio returns

  New analysis from BlackRock indicates that adding 1% to 2% Bitcoin to a traditional 60/40 portfolio historically improved annualized returns while keeping volatility changes modest.

• Bitcoin holds August gains amid oil spike and Fed hike bets

  Bitcoin traded near $78,000 on Tuesday, preserving most of its 25% August rally despite Brent crude rising above $90 and shifting rate expectations.

• Saylor Says MSCI Screen Would Wrongly Remove Strategy

  A proposed index screen is set to remove three firms in November, with Strategy identified as the largest affected holding.

• Australian Dollar’s Top Forecasters Say Winning Run Likely Over

  According to Bloomberg Markets, the Australian dollar may have reached the peak of its recent rally.

• Guggenheim ties weigh on Acrisure debt in high-yield market

  Acrisure bonds and loans have fallen but remain above distressed levels following a late May workforce cut of 11 percent.

• Bitcoin ETF inflows end after $3 billion streak

  Ethereum, XRP and Solana funds attracted $145 million on the same day, keeping their own inflow streaks intact.

• Bitcoin ETFs end nine-day inflow streak as BTC falls below $78,000

  Bitcoin slipped to $78,400, ending a nine-day run of inflows into spot ETFs while Fed Governor Warsh downplayed recent soft inflation data.

• Bitcoin Falls 3% After Fed Chair Warsh Inflation Speech

  Bitcoin dropped over 3% on Friday after Federal Reserve Chair Kevin Warsh said he had more work to do to fight inflation.

• Grayscale links Bitcoin strength to $40T debt milestone

  Zach Pandl argues the Treasury's expanded buybacks signal a path toward dollar expansion, a view that clashes with the assumption that liquidity management cures structural deficits.

• Hedge funds raise bullish gasoline bets to six-month high

  CFTC data show the largest increase in bullish wagers on US gasoline since the start of the US-Iran war.

• Solana validators approve faster SOL disinflation

  The approved proposal doubles Solana's annual disinflation rate from 15% to 30%, reducing future SOL issuance.

• Stellar RWA supply tops $3B as DeFi usage lags

  RedStone reports $3B in tokenized assets on Stellar against $213M in DeFi value, with most holdings sitting in four products.

• Bitwise Solana Staking ETF hits $1 billion in assets

  The fund crossed the milestone despite a bear market, with Solana up nearly 45% in the past month and Bitcoin approaching $80,000.

• Bybit to launch 24/7 options on stock perpetuals starting with SpaceX and Nvidia

  Bybit's options on stock perpetuals begin trading Sept. 17 at 8 p.m. UTC, covering SpaceX and Nvidia with USDT settlement.

• Bitcoin Climbs Past $80,000

  Bitcoin rose above $80,000 for the first time since May, driven by institutional demand and retail interest.

• Bitcoin options worth $6.4 billion expire Friday

  Roughly 81,700 contracts settle on Deribit at 08:00 UTC, coinciding with Kevin Warsh's first Jackson Hole keynote.

• DoorDash outperforms SpaceX by 48% since IPO

  Since June 12, DoorDash shares have risen 42% while SpaceX shares have declined 6%, according to Protos.

• Morgan Stanley leads $9 million inflow into US Solana ETFs

  SOL price recovered above $100 as weekly ETF inflows reached $74.8 million, putting the funds on track for their strongest week of 2026.