South Korea’s Crypto Exchanges Struggle as Investor Capital Shifts to Domestic Stocks

Cryptocurrency

Economic

Summary:

Despite Bitcoin’s recent record highs, South Korea’s crypto exchanges are facing a steep decline in trading volume as retail investors pivot toward the booming domestic stock market fueled by pro-market government policies....

Crypto Market Faces Headwinds Amid Shifting Investor Sentiment

South Korea’s major cryptocurrency exchanges are encountering sharp declines in trading activity, even as Bitcoin posts new all-time highs. According to industry officials, this paradox reflects a broader shift in investor behavior away from digital assets and toward traditional equities.

Recent data from CoinGecko revealed that the average monthly trading volume across the country’s top five crypto platforms fell by 34% in June compared to May, reaching 3.17 trillion won (approximately $2.3 billion). This marks a staggering 71% drop from January, a time when the market was energized following the inauguration of US President Donald Trump.

This downturn is not coincidental. It correlates directly with renewed investor enthusiasm for domestic equities, spurred by the June 4 inauguration of President Lee Jae Myung in South Korea. His administration has pledged aggressive pro-market reforms to stimulate the stock market, leading the KOSPI index to its highest level in nearly four years. The redirection of capital is therefore rooted in policy shifts that have made stocks more attractive than speculative crypto holdings.

Crypto Platforms Respond with Business Model Diversification

With trading volume the core revenue driver for exchanges on a sharp decline, platforms are exploring alternative income streams to stay afloat. One notable response is the rollout of “crypto lending” services. These offerings allow users to borrow digital assets by using other cryptocurrencies as collateral, thereby enabling leveraged trades and short selling.

This pivot signals a causal adaptation to a rapidly changing market landscape. Faced with declining interest from retail investors, exchanges are under pressure to innovate or risk obsolescence. By providing tools for margin-based trading, platforms aim to retain active users and generate new fee-based revenues, although such moves may also elevate systemic risk.

Retail Investor Retreat Reflects Deeper Sentiment Weakness

Despite favorable global conditions for Bitcoin, retail engagement in South Korea remains subdued. Matrixport, a digital asset service provider, noted in a recent report that the sharp contraction in trading volume indicates a broader withdrawal by individual investors. They attribute this partly to seasonal factors, noting that summer months often coincide with reduced activity, but also emphasize a lack of compelling catalysts in the crypto space.

The relationship here is more than coincidental; it illustrates how psychological and economic drivers shape market engagement. As attention drifts to equities offering clearer policy support and potentially lower perceived risk, retail investors are less inclined to participate in highly volatile crypto markets despite headline gains in digital asset prices.

Implications for the Future of South Korea’s Crypto Sector

The current market trajectory exposes a vulnerability within the business model of South Korea’s crypto exchanges. With their revenue streams heavily tied to transaction volumes, even short-term reductions in trading can have immediate financial repercussions. While crypto lending may offer a temporary buffer, it also raises regulatory concerns around risk exposure and user protection.

Moreover, the competition for investor capital between traditional and digital markets is intensifying. As long as government policies continue to favor stock market growth, capital flight from cryptocurrencies may persist. Without a major technological breakthrough or regulatory development to reinvigorate enthusiasm, digital asset platforms may face prolonged stagnation.

A Market in Transition, Awaiting a Catalyst

South Korea’s cryptocurrency exchanges are navigating a complex and shifting investment landscape. While macroeconomic conditions and technological trends still favor the long-term viability of digital assets, the short-term reality is defined by declining volumes, investor fatigue, and intensified competition from a resurgent equities market.

Whether this downturn proves cyclical or structural will depend on the sector’s ability to adapt and reengage disenchanted retail participants. Until then, the industry remains in search of a new catalyst one capable of reversing capital outflows and reigniting the speculative appetite that once defined South Korea’s crypto scene.

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Economic

From Gloom to Optimism: A Swift Sentiment Shift

Just a quarter ago, the sentiment across Wall Street’s biggest banks was notably grim. Triggered by President Donald Trump’s surprise tariff announcement on April 2 dubbed “Liberation Day” and warnings of potential economic turmoil, the first quarter of 2025 was marked by frozen deal activity, jittery markets, and recession fears. Today, that pessimism has been replaced with a cautious but rising sense of optimism.

According to CFRA Research analyst Ken Leon, the financial sector in April appeared poised for serious disruption. However, those fears did not materialize. As the second-quarter earnings season unfolds, JPMorgan Chase, Citigroup, and Wells Fargo are signaling recovery, boosted by improving capital markets and strategic corporate activity.

Catalysts Behind the Recovery: IPOs, M&A, and Regulatory Easing

The upturn is not random it is linked to a series of favorable developments. A resurgence in high-profile IPOs and large-scale mergers and acquisitions has revived deal pipelines. Additionally, the Trump administration’s move to loosen capital requirements and oversight for major banks has improved the regulatory climate, providing a stronger platform for profitability.

The causal link between policy relaxation and renewed investor confidence is particularly evident. Deregulation has bolstered banks’ ability to repurchase shares and issue dividends, which, in turn, lifted stock prices to all-time highs. On July 3, shares of JPMorgan, Goldman Sachs, and Morgan Stanley reached record levels, underlining a broad market endorsement of these policy shifts.

Trading Volatility Turns into Opportunity

Unexpectedly, the market turbulence triggered by new tariffs became a tailwind for trading desks. Investors responded by aggressively repositioning portfolios, which led to elevated transaction volumes and trading revenues across Wall Street. This outcome, initially seen as a risk, instead delivered tangible revenue gains for investment banks.

The chain of cause and effect is straightforward: increased uncertainty drove trading activity, which directly enhanced banks' earnings potential. This turnaround has also fueled expectations that upcoming earnings reports will surpass analyst forecasts, particularly in investment banking divisions.

Strengthening Capital Market Momentum

Ted Pick, CEO of Morgan Stanley, noted in June that the investment banking segment had regained momentum after a sluggish Q1. Supporting this view, analyst Betsy Graseck from Morgan Stanley observed in early July that capital markets had made a convincing comeback. Her forecasts suggest that institutions like JPMorgan and Goldman Sachs may outperform consensus expectations, owing to a robust finish in the latter half of the second quarter.

Analysts from other firms echo this optimism. Jason Goldberg of Barclays emphasized that large banks are increasingly likely to beat Wall Street’s profit estimates, further validating the sentiment shift underway across the financial sector.

Investor Sentiment and Strategic Confidence

This turnaround in perception highlights a key point: investor sentiment toward the banking sector is tightly correlated with both regulatory dynamics and market activity. While April’s challenges were real, they appear to have served as a temporary headwind rather than a structural setback.

Investors are now focused on whether banks can maintain their upward trajectory through the remainder of the year. With improved deal flow, more favorable policy conditions, and strong earnings momentum, the sector appears well-positioned assuming external shocks do not re-emerge.

Major US banks are entering the second half of 2025 with strengthened balance sheets and strategic clarity. Regulatory easing, revived capital markets, and unexpected trading gains have collectively reignited investor enthusiasm. While caution remains warranted due to lingering macroeconomic uncertainties, the financial sector’s ability to adapt and rebound underscores its central role in navigating and capitalizing on market volatility. The current earnings season may well mark a turning point one where resilience and opportunity align to push profitability beyond expectations.

Source: Investing

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Economic

China–U.S. Trade War

Washington Targets Graphite Imports in Strategic Trade Move

In a new escalation of trade tensions, the US Department of Commerce has imposed a provisional 93.5% anti-dumping tariff on anode-grade graphite imported from China. The material essential for lithium-ion battery production is critical to industries ranging from consumer electronics to electric vehicles. The decision, impacting over $347 million in imports during 2023, reflects concerns about unfair Chinese subsidies and China’s dominant market position.

The tariff applies to graphite with a minimum purity of 90% carbon by weight, including synthetic, natural, or blended forms. The United States claims the pricing of this material has been artificially lowered through state support, distorting global market competition. However, Chinese experts argue that battery-grade graphite production receives no significant domestic subsidies and that the policy is more about economic containment than fairness.

Economic Implications for US Battery and EV Supply Chains

The direct impact of this tariff is cost inflation. For American manufacturers that depend heavily on Chinese graphite for battery production, the tariff translates into higher material costs. Analysts believe this could compress profit margins for battery producers over the next two quarters and may delay expansion plans for firms such as Tesla and Panasonic, both of which have lobbied against the tariff.

The relationship here is causal. As graphite makes up the bulk of a battery anode’s mass, any price hike in this input directly raises the cost of battery packs. In an industry where economies of scale and price competitiveness are paramount, the tariff jeopardizes US companies' financial performance and undermines their ability to compete globally in the fast-growing EV and storage markets.

Restructuring the Graphite Supply Chain: A Costly Alternative

Efforts to reduce dependence on Chinese graphite face significant structural challenges. According to industry expert Wu Chenhui, establishing a parallel supply chain with sufficient capacity and purity standards is neither simple nor quick. The absence of viable substitutes and domestic refining infrastructure means the US is currently unable to meet its own graphite demands at scale.

The correlation between the imposed tariff and the projected supply chain disruption is not speculative it reflects the reality of current market dependencies. The dominance of Chinese firms in graphite purification and shaping makes immediate decoupling economically impractical without considerable public and private sector investment.

Global Industry Repercussions and Strategic Miscalculations

The measure has also sent ripples through the global battery supply ecosystem. Sam Adham, head of battery materials at CRU Group, noted that the tariff could effectively eliminate profits for South Korean battery makers during upcoming quarters. This highlights the interconnected nature of the global battery market, where supply shocks in one segment quickly cascade across geographies and industries.

Additionally, the retaliatory risks from China are not negligible. As China is home to the majority of global graphite processing, any regulatory or export tightening in response could further destabilize markets. Beijing has already voiced opposition to the politicization of trade, warning that weaponizing critical technologies will only harm global supply chain stability.

Policy Risks and the Inflationary Dilemma

From a policy standpoint, the tariff presents a paradox. While it aims to counteract foreign market manipulation and strengthen domestic industry, it may inadvertently fuel inflationary pressures within the US green economy. If graphite prices spike, the cost of EVs and battery storage systems will likely follow, making clean energy transitions more expensive for consumers and slowing policy momentum.

The causal pathway here is clear: the tariff raises input costs, which increases the price of finished goods, potentially suppressing consumer demand and limiting clean energy adoption. This undermines broader economic and environmental objectives at a time when the US seeks to lead in sustainable innovation.

Strategic Defense or Self-Inflicted Weakness?

While the US may view the graphite tariff as a necessary defense against Chinese industrial overreach, its unintended consequences could prove counterproductive. Higher costs, strained supply chains, and geopolitical backlash all point to a policy that risks undermining the very industries it intends to protect.

Unless the US rapidly develops domestic graphite capabilities or secures alternative sources from allies, the move may shift competitive advantage further toward China, reinforcing Beijing’s centrality in the battery value chain. Ultimately, this development underscores the complexity of decoupling in a deeply interconnected global economy and the high stakes of economic nationalism in strategic materials.

Source: The Global Times

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Economic

Strategic Role of Non-Ferrous Metals in China’s Industrial Future

China’s latest industrial development blueprint marks a turning point for the country’s non-ferrous metallurgy sector, with a focus on green production, resource efficiency, and digital transformation. According to Tao Qing, Director of the Operation and Coordination Bureau under the Ministry of Industry and Information Technology, over 95% of China’s copper, lead, and zinc smelting capacity now employs low-carbon production technologies. This shift reflects a deliberate strategy to align environmental sustainability with industrial competitiveness.

Non-ferrous metals, such as aluminum, copper, zinc, and titanium, are no longer just basic materials for conventional industries like construction or machinery. They are now crucial inputs for high-growth domains including new energy systems and next-generation information technologies. This transition from traditional to strategic utility explains the government’s intensified focus on innovation and sustainability in this sector.

Production Efficiency and Technological Upgrades Drive Growth

China has demonstrated notable progress in technological upgrades across the metal sector. More than 40% of aluminum electrolysis capacity now comes from internationally advanced electrolytic cells with capacities above 500kA. Additionally, China has reduced alternating current consumption in aluminum electrolysis by over 700 kWh compared to the global average, underscoring a cause-and-effect relationship between process innovation and energy efficiency.

Smart manufacturing is also gaining traction. Since 2020, the digitization rate of critical production stages has increased by 20%, while digitized equipment usage has risen by 10%. Nine model smart factories have already been certified, suggesting that integration of digital tools is not only accelerating but also delivering measurable operational enhancements.

Economic Impact and Market Expansion

In the first half of 2024, the value-added output of the non-ferrous metallurgy industry grew by 7.6% year-on-year, outperforming the national industrial average by 1.2 percentage points. The output of ten major non-ferrous metals reached over 40.3 million tons, up 2.9% from the previous year. Moreover, the industry's revenue and profit surged by 15.9% and 16.9% respectively in the first five months of the year.

These performance indicators are not coincidental. There is a clear causal link between the industry’s push for production efficiency, material innovation, and improved profitability. High-end materials such as ultra-thin titanium and high-purity specialty metals have already seen breakthrough applications, reinforcing supply chain resilience for key industries like new energy and integrated circuits.

Policy Direction and Future Industry Transformation

China’s Ministry of Industry and Information Technology, in collaboration with the National Development and Reform Commission and other agencies, is rolling out new policies for high-quality development in copper, aluminum, and gold sectors. Upcoming strategies will emphasize coordinated supply-demand planning, deep processing capacity, and the development of emerging consumer markets.

The focus on supply chain quality reflects a shift from quantity-driven growth to structure-driven growth. Investments in next-generation non-ferrous materials and low-carbon technologies are expected to drive the development of green mines, green factories, and green industrial zones. This approach highlights a long-term commitment to industrial sustainability, positioning China to navigate the global shift toward decarbonization and eco-efficiency.

Digital Integration and Industrial Intelligence

Another key initiative is the creation of digital transformation models across the sector. The ministry will promote exemplary digital factories and enterprises, encouraging broad adoption of artificial intelligence and smart systems within metal production ecosystems.

This digitalization strategy is not merely a response to global trends but a proactive move to build resilience and increase responsiveness in supply chains. The correlation between intelligent manufacturing and strategic advantage is becoming increasingly pronounced as China seeks to dominate critical nodes in the global technology value chain.

China’s commitment to green metallurgy, material innovation, and smart manufacturing is reshaping its non-ferrous metal industry into a strategic asset. These reforms are not just environmental or technological upgrades; they are instruments of industrial sovereignty designed to secure China’s leadership in sectors like clean energy and high-tech manufacturing. By prioritizing quality, efficiency, and integration, China is laying the groundwork for long-term global competitiveness in industries that will define the next era of economic development.

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Economic

Inflation Eases Yet Stays Elevated

Japan's nationwide core Consumer Price Index (CPI), excluding fresh food, rose 3.3% year-on-year in June. This marks a slowdown from May’s 3.7%, primarily due to the government’s reactivation of fuel subsidies aimed at alleviating household living costs. Although this decrease aligns with market expectations, the figure remains well above the Bank of Japan's 2% inflation target, suggesting persistent price pressures in the broader economy.

The causal connection between subsidy programs and the deceleration in CPI is evident: without the state-backed fuel support, the inflation rate would have likely remained higher. This highlights the temporary nature of the recent moderation and points to underlying inflationary momentum.

Core-Core CPI Signals Domestic Demand Pressures

A more telling metric for the Bank of Japan the so-called core-core CPI, which excludes both fresh food and energy showed a slight uptick to 3.4% from May’s 3.3%. This index, which reflects price dynamics driven by internal consumption rather than global commodity fluctuations, suggests that domestic demand remains a source of inflation.

This marginal rise indicates a correlated but concerning trend. Although energy and food markets may fluctuate, the consistent upward trajectory in core-core inflation suggests internal drivers are increasingly responsible for maintaining price levels above target.

Monetary Policy Outlook: Data-Driven Uncertainty

The latest inflation figures are set to play a pivotal role in the Bank of Japan’s upcoming policy meeting on July 30–31, where an updated quarterly outlook is expected. BoJ had previously ended its decades-long ultra-loose monetary stance by raising short-term interest rates to 0.5% in January 2025, citing progress toward stable 2% inflation.

Despite signaling openness to further hikes, BoJ’s path remains uncertain due to external constraints. In May, it revised down its growth forecast in response to higher US tariffs, reflecting the interaction between international trade frictions and domestic monetary strategy. This interdependence illustrates how global macroeconomic shifts are complicating BoJ's internal decision-making.

Macroeconomic Weakness Adds Complexity

Japan's economy contracted in Q1 2025, with elevated living costs dampening consumer spending. Additionally, a decline in exports in May ending an eight-month streak has sparked fears of an approaching technical recession. These conditions introduce significant friction for BoJ policymakers considering further tightening.

While inflation remains above target, economic weakness may deter the central bank from raising rates in the near term. The correlation between weakened consumption and shrinking exports is critical here, as these trends could exacerbate downside risks if interest rates are increased prematurely.

Market Expectations and Policy Caution

A June 2025 Reuters survey found that most economists anticipate BoJ will refrain from additional rate hikes for the remainder of the year. This reflects a cautious consensus that, while inflation exceeds the formal target, the surrounding economic context lacks the robustness to support aggressive tightening.

Market sentiment is therefore shaped not solely by inflation data but also by structural weaknesses in domestic demand and Japan’s sensitivity to external shocks. The divergence between inflation indicators and GDP performance demonstrates a complex policy environment in which short-term metrics must be weighed against medium-term risks.

Although Japan’s inflation rate shows signs of easing, it remains firmly above the BoJ’s target, driven in part by domestic factors. However, with a weakening economic backdrop and geopolitical uncertainties, the BoJ faces a delicate balancing act. The decision to hike rates further is not straightforward but instead hinges on how policymakers interpret the trade-offs between curbing inflation and preserving growth. As such, the interplay between domestic consumption, external trade pressures, and central bank caution will continue to define Japan’s monetary policy trajectory through the rest of 2025.

Source: Reuters

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Cryptocurrency

United States Sets First Federal Framework for Stablecoins

On July 18, President Donald Trump enacted the “Guidance and Establishing National Innovation for US Stablecoins Act,” commonly referred to as the Genius Act. This legislation represents a pivotal moment in the regulation of digital assets, becoming the first federal statute to provide comprehensive oversight for stablecoins digital currencies designed to maintain price parity, typically pegged to the US dollar.

The Genius Act was passed by the Senate in June and approved by the House on July 17, signaling bipartisan support for formalizing digital currency regulations. Oversight responsibilities will now lie with the Federal Reserve and the Office of the Comptroller of the Currency, indicating a shift toward institutional involvement in the rapidly evolving financial technology landscape.

Strategic Intent: Cementing US Dominance in Crypto Finance

President Trump emphasized that the law is not merely regulatory but strategic in scope. He expressed a bold ambition for the United States to become the "cryptocurrency capital of the world." The Genius Act is positioned to unleash the full potential of stablecoins, especially for real-time money transfers, which many regard as a transformative leap comparable to the invention of the internet.

The Act’s provisions create clarity around the issuance and operation of stablecoins, requiring issuers to disclose reserve information in transparent terms. These reserves must be held in US-based instruments such as currency, demand deposits, Treasury bonds, or similarly secure assets. This transparency is intended to protect users and ensure systemic trust.

The connection between stablecoin circulation and increased demand for US Treasuries is viewed not just as a correlation but a functional mechanism: broader adoption of dollar-pegged digital assets could enhance Treasury demand, lower interest rates, and reinforce the dollar’s supremacy as the world’s reserve currency.

Rising Stablecoin Use and Economic Implications

Stablecoins have rapidly gained prominence, particularly as tools for cross-border transactions and as hedges in regions afflicted by hyperinflation or currency instability. With a market capitalization nearing $250 billion, USD-based stablecoins are no longer peripheral instruments. They serve as transactional mediums and on-ramps to dollar exposure in fragile monetary environments.

The law's passage provides much-needed legal certainty for stablecoin developers and financial institutions, likely spurring further innovation and integration with the traditional banking sector. It may also narrow the gap between traditional finance and decentralized finance (DeFi), while offering regulators a clearer window into digital asset flows.

Crypto Market Reaction and Growing Investor Confidence

CoinGecko data released the same day indicated that the global cryptocurrency market capitalization has surpassed $4 trillion for the first time. This milestone reflects surging investor confidence and the maturing appeal of digital assets. Though not caused solely by the Genius Act, the timing suggests a reinforcing effect between regulatory clarity and market enthusiasm.

Observers view the Act as a structural turning point. Chris Perkins, president of CoinFund, called the Genius Act a “foundational moment for digital asset legitimacy,” marking the beginning of formal integration of crypto into the mainstream legal and financial fabric of the United States.

Toward Institutional Legitimacy and Global Financial Realignment

The Genius Act signifies more than a policy update it represents a realignment of US financial strategy in the digital age. By codifying the role and regulation of stablecoins, the United States aims to solidify its influence in shaping the next phase of global finance. Whether the Act succeeds in establishing the US as the preeminent hub for cryptocurrency innovation will depend on how effectively the oversight mechanisms operate and how quickly the private sector responds.

Nonetheless, the causal link between regulation, investor confidence, and market expansion is now unmistakable. With the Genius Act, stablecoins may be poised to transition from speculative tools to fundamental components of the global monetary system.

Source: MarketWatch

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Economic

Economic Growth Strengthens in Q2

China’s economy posted a notable 5.2% GDP increase between April and June 2025, offering cautious optimism for achieving the annual 5% growth target. This outcome defied headwinds from ongoing trade tensions with the United States and reflects the short-term resilience of the export sector. Particularly, June exports rose 5.8% year-on-year, as exporters accelerated shipments ahead of the looming tariff truce deadline in August.

This short-term spike in exports demonstrates a cause-and-effect dynamic: the urgency to deliver goods before the expiration of the tariff ceasefire directly influenced trade volume. While the uptick in trade injects momentum into the broader economy, it is unlikely to persist beyond the deadline unless a new trade agreement materializes.

Trade Truce Deadline and Geopolitical Strategy

All eyes now turn to the August 12 deadline of the US–China tariff ceasefire. Although previous meetings in Geneva and London hinted at a potential agreement, political uncertainty in Washington clouds the outlook. While the US administration appears reluctant to ease pressure on Beijing, it simultaneously relies on Chinese rare earth supplies creating a complex, interdependent situation rather than a clear causal path.

China has responded tactically, approving rare earth exports case by case, preserving leverage in ongoing negotiations. Unless tangible progress is made in trade talks, this controlled export approach is expected to persist.

Diversification Beyond the US Market

Facing declining shipments to the United States with June exports down 16.1% year-on-year China is pivoting toward emerging markets. Exports to ASEAN surged 16.8%, illustrating a correlation between geopolitical friction with the US and China’s strategic economic reorientation. This realignment includes upgrading the free trade agreement with ASEAN to cover digital and green technologies, signaling China’s intent to solidify alternative trade partnerships.

Despite robust external metrics, domestic weaknesses persist. The prolonged sluggishness in consumption and a volatile property sector raise doubts about the sustainability of the recovery. Middle-class spending remains subdued, and this lack of internal demand is not merely correlated but potentially causal in limiting long-term economic momentum.

Government investment and foreign trade continue to underpin growth, but analysts warn that reliance on stimulus could crowd out structural reforms. As noted by Alicia García Herrero of Natixis, stimulus provides temporary relief but cannot substitute for deep reforms necessary to rewire the Chinese economy for sustained growth.

Internal Rebalancing and Policy Direction

China’s leadership is navigating this recovery while advancing internal restructuring efforts. The plan to establish a unified domestic market aims to eliminate redundant competition among low-tech, low-margin firms and harmonize inter-provincial trade. While this effort may improve efficiency, its success hinges on long-term institutional alignment rather than short-term administrative fixes.

The upcoming Politburo meeting will determine whether the government intensifies consumer-oriented stimulus or conserves resources for future flexibility. This reflects a delicate balance between supporting growth and avoiding policy exhaustion.

Global Headwinds and Technological Self-Reliance

The global geopolitical landscape is adding pressure to China’s growth ambitions. The US and its allies are tightening controls on investment, tech transfers, and cross-border data flows. This external constraint compels China to accelerate efforts in technological independence and global value chain repositioning. These developments are causally linked, as rising Western restrictions directly shape Beijing’s strategy to reduce foreign dependencies.

China’s expanded engagement with the Global South is part of a broader effort to cement influence in a fragmented global order. By fostering deeper ties with developing economies, China is not just reacting to isolation but actively reshaping its economic ecosystem to withstand long-term geopolitical bifurcation.

While China’s Q2 performance offers a convincing demonstration of economic resilience, this momentum is built on fragile foundations. Export gains driven by a temporary truce and infrastructure-led growth are insufficient to ensure sustained recovery without deeper structural reform. The path ahead requires more than reactive policies it demands strategic realignment of domestic demand, global partnerships, and innovation capabilities in an increasingly multipolar world.

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South Korea’s Crypto Exchanges Struggle as Investor Capital Shifts to Domestic Stocks

Crypto Market Faces Headwinds Amid Shifting Investor Sentiment

Crypto Platforms Respond with Business Model Diversification

Retail Investor Retreat Reflects Deeper Sentiment Weakness

Implications for the Future of South Korea’s Crypto Sector

A Market in Transition, Awaiting a Catalyst

Wall Street Banks Embrace Cautious Optimism as Profit Outlook Rebounds

From Gloom to Optimism: A Swift Sentiment Shift

Catalysts Behind the Recovery: IPOs, M&A, and Regulatory Easing

Trading Volatility Turns into Opportunity

Strengthening Capital Market Momentum

Investor Sentiment and Strategic Confidence

Source: Investing

US Imposes 93.5% Tariff on Chinese Graphite: A Strategic Blow That May Backfire

Washington Targets Graphite Imports in Strategic Trade Move

Economic Implications for US Battery and EV Supply Chains

Restructuring the Graphite Supply Chain: A Costly Alternative

Global Industry Repercussions and Strategic Miscalculations

Policy Risks and the Inflationary Dilemma

Strategic Defense or Self-Inflicted Weakness?

Source: The Global Times

China Advances Strategic Metal Industry with Green Tech and Digitalization to Bolster Global Tech and Energy Competitiveness

Strategic Role of Non-Ferrous Metals in China’s Industrial Future

Production Efficiency and Technological Upgrades Drive Growth

Economic Impact and Market Expansion

Policy Direction and Future Industry Transformation

Digital Integration and Industrial Intelligence

Japan’s Inflation Cools in June but Remains Above BoJ’s Target, Complicating Rate Hike Outlook

Inflation Eases Yet Stays Elevated

Core-Core CPI Signals Domestic Demand Pressures

Monetary Policy Outlook: Data-Driven Uncertainty

Macroeconomic Weakness Adds Complexity

Market Expectations and Policy Caution

Source: Reuters

Genius Act Ushers in a New Era for Stablecoins and US Digital Asset Policy

United States Sets First Federal Framework for Stablecoins

Strategic Intent: Cementing US Dominance in Crypto Finance

Rising Stablecoin Use and Economic Implications

Crypto Market Reaction and Growing Investor Confidence

Toward Institutional Legitimacy and Global Financial Realignment

Source: MarketWatch

Resilient Yet Pressured: China’s Growth Surges Amid Structural Rebalancing

Economic Growth Strengthens in Q2

Trade Truce Deadline and Geopolitical Strategy

Diversification Beyond the US Market

Internal Rebalancing and Policy Direction

Global Headwinds and Technological Self-Reliance

Risk Disclosure