Moody’s Ratings Global Head of Private Credit, Marc Pinto: “We are beginning to see an increasing number of defaulted debts and observing that borrowers are facing greater difficulties. Banks and lenders are not only monitoring defaulted debts but also maintaining ‘watch lists’ that identify which companies are likely to encounter challenges in the future. These watch lists are growing. Thus, it’s almost like a tale of two cities: on one side, investable debt supported by hyper-scalers; on the other, a segment of the market facing difficulties and no longer considered investable.”

TRON DAO announced that 16 billion transactions have been processed on the network. https://t.co/jROdUVFQFp

Goldman Sachs’ Chief China Equity Strategist, Kinger Lau, made striking remarks during a program. Kinger Lau: “The market is trading at roughly nine times earnings. Looking back at the past two decades, we have essentially returned to the lows prior to September 2024; of course, we experienced our so-called policy pivot in September 2024. Another very important moving part is our earnings expectations—how profits are delivered to shareholders in Chinese equities. Three to two years ago, the earnings landscape was quite pessimistic, but despite falling below consensus expectations, we still anticipate approximately 10% earnings growth for the broader market. Overall, artificial intelligence continues to be a major driver of total earnings growth in the Chinese equity market. In particular, when we examine the first-half results, Chinese A-shares delivered 20% earnings growth—the highest rate in the past three to four years. Internet companies have underperformed on earnings delivery for some time, but we expect a meaningful rebound in earnings growth for the internet sector during the upcoming earnings season over the next few weeks. We prefer A-shares over H-shares at the index level. Although geopolitical risks, potential new restrictions or tariffs the EU may impose on Chinese imports, and trade tensions remain concerns for investors, the parties must continue negotiations to find a new balance in their trade relationship.”

How will monetary policy take shape? Bob Diamond, CEO of Atlas Merchant Capital, made remarks during a program. Bob Diamond: "I believe that mid-sized companies in the U.S. truly benefit from less regulation, a more business-friendly, and innovation-oriented environment. However, we face significant challenges—such as tariffs, the impact of immigration on the labor market, and high energy prices. From the perspective of the Fed and the markets, we anticipate that interest rates will remain higher for much longer than expected, and the effects of this will persist. Every dollar spent on investment translates into income for individuals or businesses. On the other hand, when we look at the Gulf region, we know that countries are under considerable stress due to the situation with Iran."

J.P. Morgan predicts that bitcoin could surpass U.S. stocks, bonds, and gold over the next decade. The major bank emphasizes that bitcoin is a risky asset class but expects it to deliver strong returns for investors over the long term.

Chainlink has partnered with LG CNS, the technology subsidiary of LG Group, to develop a regulatory-compliant digital asset infrastructure for South Korea’s $68 billion market. https://t.co/OjGilyz4w8

Senator Cynthia Lummis: "Democrats wanted the Department of Justice to impose harsher penalties for digital asset violations. The Clarity Act increases these penalties. Yet, Democrats voted against even allowing the bill to be debated." https://t.co/1YkCnxkJcy

Aave, in collaboration with Sentora, has launched its first external curator-led markets on Ethereum V4. Users can now borrow RLUSD, PYUSD, and OUSD by collateralizing yield-generating assets and leading crypto assets. https://t.co/GN0SyYdZEE

Senator Richard Blumenthal is requesting Tether’s records following allegations that the company made payments exceeding $6 million. It is claimed that the payment was made to a company co-owned by Bo Hines during the period when Hines was shaping stablecoin legislation at the White House.

Meta has created a new class of shares without voting rights to help finance its massive spending in artificial intelligence. https://t.co/wDiinleLxn