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Weekly Market Report

Weekly Market Report

Weekly insights on crypto, macro, and capital movement.

Trump Meets Xi, 10Y Yield Hits 5%, $1.3B Fund Goes Onchain, Fed Moves on Stablecoins

Sep 25, 2026

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5 min read

Trump Meets Xi, 10Y Yield Hits 5%, $1.3B Fund Goes Onchain, Fed Moves on Stablecoins

Trump meets Xi as the 10 year Treasury yield hits 5%, a $1.3B venture fund moves onchain, and the Fed advances stablecoin rules. Explore the week’s biggest shifts across global markets, AI, institutional capital, crypto, and the future of finance.

Constantin Kogan
Constantin Kogan
Fed Hikes 25Bps, 10Y Yield Crosses 5%, AI Spend Surges, Stocks Go Onchain

Sep 18, 2026

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6 min read

Fed Hikes 25Bps, 10Y Yield Crosses 5%, AI Spend Surges, Stocks Go Onchain

The Fed delivers a 25 bps rate hike as the 10 year Treasury yield crosses 5%, while AI spending accelerates and traditional markets move onchain. Explore the week’s biggest shifts across global markets, institutional capital, artificial intelligence, crypto, tokenization, and the forces reshaping the next phase of finance.

Constantin Kogan
Constantin Kogan
Oil Surges Above $100, AI Capital Accelerates, Bitcoin Draws Institutional Demand

Sep 11, 2026

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5 min read

Oil Surges Above $100, AI Capital Accelerates, Bitcoin Draws Institutional Demand

Oil surges above $100 as AI investment accelerates and institutional demand for Bitcoin grows. Explore the market forces, capital flows, and global trends shaping the next cycle.

Constantin Kogan
Constantin Kogan
Nvidia’s $12.9B Hugging Face Deal, Anthropic’s $35B AI Bet, $10M Stablecoin Raise, Bitcoin Rebounds

Sep 4, 2026

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5 min read

Nvidia’s $12.9B Hugging Face Deal, Anthropic’s $35B AI Bet, $10M Stablecoin Raise, Bitcoin Rebounds

Nvidia’s $12.9B Hugging Face acquisition, Anthropic’s $35B AI cloud deal, a $10M stablecoin funding round, and Bitcoin’s rebound highlight a week of accelerating AI investment, institutional adoption, and crypto momentum.

Constantin Kogan
Constantin Kogan
The Capital Reset: Nvidia’s AI Expansion, Alibaba’s $10B Raise, Shein Reprices, Bitcoin Goes Quantum Resistant

Aug 28, 2026

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4 min read

The Capital Reset: Nvidia’s AI Expansion, Alibaba’s $10B Raise, Shein Reprices, Bitcoin Goes Quantum Resistant

AI infrastructure is drawing unprecedented capital as Nvidia expands financing, Alibaba raises $10B, Shein faces a valuation reset, and Bitcoin reaches a new quantum-resistant milestone.

Constantin Kogan
Constantin Kogan
Capital Reprices: UBS Targets 8,100 as Bond Yields Rise, Samsung Returns Surge, Bitcoin Breaks $75.5K

Aug 21, 2026

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3 min read

Capital Reprices: UBS Targets 8,100 as Bond Yields Rise, Samsung Returns Surge, Bitcoin Breaks $75.5K

Capital is moving across markets as investors reassess risk, growth, and the next phase of the global cycle. From UBS raising its S&P 500 target and Samsung projecting record shareholder returns to rising bond yields and renewed Bitcoin momentum above $75K, this week’s signals point to a broader repricing of opportunity across traditional finance, technology, and digital assets.

Constantin Kogan
Constantin Kogan
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Weekly Market Report

Weekly insights on crypto, macro, and capital movement.

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