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Asia Morning Briefing: Equities Rally on Rate-Cut Bets, Crypto Stays Cautious
Rate-cut optimism and gold’s rally have not spilled into crypto, where positioning stays defensive and near-term direction hinges on the inflation report.
Ledger CTO Warns of NPM Supply-Chain Attack Hitting 1B+ Downloads
According to Guillemet, the malicious code — already pushed into packages with over 1 billion downloads — is designed to silently swap crypto wallet addresses in transactions. That means unsuspecting users could send funds directly to the attacker without realizing it.
Circle's USDC Market Share 'On a Tear,' Says Wall Street Broker Bernstein
USDC supply has surged to $72.5 billion, 25% ahead of Bernstein’s 2025 estimates.
Market Storm Likely After September Fed Interest-Rate Cut, VIX Suggests
October VIX futures are trading at an extreme premium to September futures, pointing to post-Fed turbulence.
Grayscale Files for What Could Be First-Ever U.S. Chainlink ETF
The asset manager's proposed GLNK ETF would convert its existing LINK trust and could include staking if approved.
Bakkt Reboots With Fresh Strategy; Initiate at Buy with $13 Price Target: Benchmark
Under the firm's new CEO Akshay Naheta, Bakkt has shed its custody arm and is selling off its legacy loyalty business, the report said.
Tetra Digital Raises $10M to Create a Regulated Canadian Dollar Stablecoin
The firm is targeting an early 2026 launch, backed by investors such as Shopify, Wealthsimple and National Bank.
Wall Street Sees U.S. Entry as Catalyst for Bullish’s Next Leg Up
The crypto exchange received two buys, one market-perform, and one neutral rating from Wall Street analysts.
Metaplanet Brings Bitcoin Holdings to More Than 20K With Latest Purchase
The firm Monday announced a modest acquisition of 136 BTC.
