Equities

Bitcoin Suisse says the surge in artificial intelligence investment is concentrating market exposure in a narrow group of technology companies while rising debt challenges the classic stock-bond mix. Its modeling found that adding bitcoin to conventional portfolios improved historical absolute and risk-adjusted returns across tested allocations from 1% to 10%.

Perpetual futures, long treated as a crypto-native trading product, are increasingly being used for exposure to traditional assets such as equities, gold, FX and indices. The shift suggests convergence may be moving in the opposite direction from the usual narrative, with Wall Street assets adapting to infrastructure built in crypto.

Real world asset perpetuals are expanding rapidly as traders seek round-the-clock exposure to commodities, equities and private-market themes. While tokenization remains a major institutional trend, market participants increasingly see perps as a faster-moving and potentially more scalable product layer.

Robinhood posted stronger-than-expected second-quarter results and record revenue, but investors focused on a sharp decline in crypto trading revenue. The brokerage also highlighted new blockchain and AI trading products as it expands beyond its core retail trading business.

Coinbase has gained U.K. authorization to expand beyond crypto into traditional investment services, including equities and derivatives. The approval strengthens its push to build an Everything Exchange model in one of its key international markets.

Securitize has launched tokenized versions of its NYSE-listed shares on Solana and Avalanche on the same day it went public. The rollout adds fresh momentum to Wall Street’s push to place real-world equities on blockchain rails.

The Dow Jones is showing more resilience than the S&P 500 as investors rotate away from high-multiple technology stocks and into value-oriented names. A fresh EU-US trade deal may support industrial shares, though tariffs, oil volatility and inflation risks still leave room for a near-term pullback.

Discover why Bitcoin and Asian equities may be losing capital to China's stock market amidst a 20% surge in Chinese equities fueled by substantial stimulus measures. Understand how this could affect Bitcoin's price stability and the broader Asian market trends.