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Report: Bank of Japan Could Raise Interest Rates as Early as September, with Subsequent Pace Possibly Accelerating

According to Reuters, the Bank of Japan (BOJ) faces mounting pressure to raise interest rates, with a potential hike as early as September. Sources familiar with the internal discussions indicate the central bank is considering accelerating its tightening pace beyond the current schedule of roughly two increases per year. The September 17-18 policy meeting is now viewed as a critical juncture, with market pricing suggesting an approximately 80% probability of a rate hike. This would mark a third increase for 2024, potentially shifting expectations toward a quarterly tightening cycle. Key drivers behind this hawkish shift are multifaceted inflation risks. A persistently weak yen, near a 40-year low, continues to push up import costs. High wholesale prices at a three-year peak signal pending cost pass-through to consumers. Furthermore, inflation expectations among households, businesses, and economists are nearing or exceeding the BOJ's 2% target, raising concerns about de-anchoring. External factors, including energy price volatility from Middle East conflicts and strong global AI-related demand, add further upward pressure. Internal BOJ communications reveal a growing urgency. The July policy meeting summary showed some board members advocating for faster action to avoid "falling behind the curve." Governor Kazuo Ueda acknowledged the need to consider these heightened inflation risks, suggesting the pace of hikes could be increased if financial conditions are deemed too loose. This sentiment underscores a decisive shift within the BOJ toward preemptive monetary tightening.

marsbitIeri 07:05

Report: Bank of Japan Could Raise Interest Rates as Early as September, with Subsequent Pace Possibly Accelerating

marsbitIeri 07:05

Itaú Joins Brazilian Tokenization Pilot Project Together with OpenAssets

Itaú, Latin America's largest private bank, has partnered with digital asset infrastructure provider OpenAssets to join an industry-led pilot project in Brazil testing the tokenization of fixed-income instruments and investment funds. The initiative is spearheaded by the Brazilian Financial and Capital Markets Association (ANBIMA) and explores the issuance, trading, and settlement of capital market instruments using distributed ledger technology (DLT). The project involves developing technical proof-of-concept solutions and assessing operational, regulatory, and technological requirements for tokenized assets, with debt securities and investment funds among the use cases. OpenAssets will provide the tokenization infrastructure, while Itaú will contribute its capital markets expertise. The pilot, conducted in a private DLT network with simulated transactions, was selected from numerous proposals. Meanwhile, the total value of real-world tokenized assets on public blockchains has more than doubled over the past year, exceeding $38 billion, with U.S. Treasury debt being the largest category.

cryptonews.ru08/12 11:40

Itaú Joins Brazilian Tokenization Pilot Project Together with OpenAssets

cryptonews.ru08/12 11:40

While AAOI Just Ignited Optical Communications, CoreWeave Drops a 104 Billion Order! Who's Really Cashing In on the AI Infrastructure Chain?

In the second quarter of fiscal year 2026, CoreWeave's revenue grew approximately 112% year-over-year to $2.575 billion, while its net loss expanded to $626 million. Despite maintaining rapid growth in revenue, production capacity, and backlog orders, a sharp increase in operating expenses turned operating profit negative. Furthermore, capital expenditure far exceeded operating cash flow, leading to a rise in debt levels and a heavier interest burden. Future focus should be on the conversion efficiency of backlog orders, the recovery of profit margins, as well as external financing and debt pressures.

08/12 05:05

While AAOI Just Ignited Optical Communications, CoreWeave Drops a 104 Billion Order! Who's Really Cashing In on the AI Infrastructure Chain?

08/12 05:05

After Three Years of Continuous Stock Selling, Buffett Finally Makes a Move

Warren Buffett’s Berkshire Hathaway has ended its three-year streak of net stock sales and turned to net buying in Q2 2026, investing nearly $19.8 billion overall. The most notable move was a $10 billion private investment in Alphabet, making Google a top-five holding alongside Apple, American Express, Bank of America, and Coca-Cola. This decision, led by new CEO Greg Abel, signals Berkshire's increasing openness to tech investments. Additionally, Berkshire resumed share buybacks with $4.5 billion in Q2. These moves have reduced its massive cash and Treasury holdings from nearly $400 billion to about $364.7 billion. During the recent AI-driven semiconductor boom, Berkshire was criticized for holding back and missing out. However, the company stayed true to its value-investing discipline, waiting for prices to become reasonable. Now, with the market cooling, Berkshire is deploying its cash reserves to buy selectively, embodying Buffett’s long-term approach of being patient and acting when opportunities arise.

marsbit08/10 03:08

After Three Years of Continuous Stock Selling, Buffett Finally Makes a Move

marsbit08/10 03:08

For the First Time in History: Bitcoin Spot Market ETF Decides to Close Down!

Hashdex, a cryptocurrency asset management company, has announced the closure and liquidation of its U.S.-traded spot Bitcoin ETF, the Hashdex Bitcoin ETF (NYSE Arca: DEFI). This makes DEFI the first spot Bitcoin ETF to be shut down in the United States. According to filings with the SEC, the fund's assets under management were approximately $14.7 million as of July 30, 2026. Hashdex cited factors such as the fund's small size, low trading liquidity, operational costs, investor demand, and the company's overall product strategy for the decision. The low net assets relative to expenses made continuing the fund economically unviable. DEFI was designed to track the daily price movements of Bitcoin by holding physically stored Bitcoin. Investors can sell their shares on NYSE Arca until the close of trading on August 17, 2026. After this date, Hashdex will liquidate the fund's remaining Bitcoin holdings. Investors who have not sold their shares by then will receive a cash distribution around August 28, 2026, equivalent to their shares' net asset value on the liquidation date. The final payout amount will depend on the sale price of Bitcoin, closure-related fees, and potential price volatility during the liquidation process.

cryptonews.ru08/06 06:52

For the First Time in History: Bitcoin Spot Market ETF Decides to Close Down!

cryptonews.ru08/06 06:52

Cloudflare Introduces AI-Based Wallets Designed for Unmanned Purchases

Cloudflare has announced AI-powered "Wallets X" designed to enable autonomous agent commerce. The system addresses a key barrier: AI agents currently cannot easily identify themselves or pay for API access and digital content on their own, often requiring human intervention. The solution involves two linked wallets. "Account wallets" are owned and funded by humans, who set spending rules. "Agent wallets" are owned by the AI agents themselves and operate via API keys. Each agent wallet has a spending limit drawn from its linked human account, acting as a safety net—e.g., a $100 weekly limit for AI computations. This allows agents to independently explore and pay for services within their budget. The payment technology is based on the x402 protocol, which attaches micropayments in stablecoins directly to standard web requests. This works with Cloudflare's recently announced Monetization Gateway, aiming to create a "driverless marketplace" for AI services. To solve the identity problem, Cloudflare introduces `cloudflare.pay`, a system linking a wallet to an account. This allows an agent to optionally identify itself (e.g., `research.example.cloudflare.pay`), helping merchants distinguish between bots, AI agents, and humans. The identity system builds on the existing Web Bot Auth technology. Cloudflare cites the growing volume of bot traffic as a key driver, betting that equipping AI agents with wallets, spending limits, and optional identity will smooth the transition to more autonomous agent commerce. The company is starting with basic stablecoin funding and withdrawal in supported regions, with further rollout details to follow as related standards develop.

cryptonews.ru08/05 08:41

Cloudflare Introduces AI-Based Wallets Designed for Unmanned Purchases

cryptonews.ru08/05 08:41

The CUDA Moat That Huang Built Over 20 Years Was Chiseled Open by AI in Just 10 Hours

NVIDIA's CUDA, the software empire built over nearly 20 years to dominate AI computing, faces a new challenge. A startup called Infinity used its AI programming agent, "Ignition," to create CUDA-like software for AI chip company d-Matrix in just 10 hours. This highlights how AI agents can rapidly generate and optimize low-level GPU kernels, a core but labor-intensive part of chip software development. While impressive, experts caution this does not equal replicating CUDA's full ecosystem of libraries, debugging tools, and developer community. The real battlefield may be the inference market, where cost and efficiency matter more than the extreme performance needed for training. Here, companies like d-Matrix and Rebellions believe CUDA's lock-in is weaker, and specialized, cost-effective chips have an opportunity. However, NVIDIA's advantages remain formidable. Industry veterans point out that generating code is easier than rigorously validating it for production use—an area where CUDA's toolchain excels. Furthermore, NVIDIA itself is employing AI to accelerate its own development. The long-term competition may shift from who has the most code to who builds the superior ecosystem for verification and optimization. While CUDA's dominance in training is secure for now, the inference side could see the first cracks in its armor.

marsbit08/04 13:51

The CUDA Moat That Huang Built Over 20 Years Was Chiseled Open by AI in Just 10 Hours

marsbit08/04 13:51

A major Bitcoin market player, inactive for four years, transferred Bitcoin worth about 46 million dollars! Here are the details

A large Bitcoin investor, inactive for four years, has moved 730 BTC worth approximately $46.12 million. The assets, accumulated over seven years, were transferred to a newly created wallet from an address with no prior transaction history. Analysts suggest the move could be linked to recently discovered security vulnerabilities in hardware wallets, potentially prompting long-term holders to migrate funds for safety. There is no evidence the bitcoins were sent to an exchange, leaving the intent—whether for security or potential sale—unclear. This follows another recent large transfer of over 16,400 BTC (worth >$1 billion) by a separate long-term holder. Such activity signals renewed movement of funds among major investors, though transfers between wallets do not necessarily indicate imminent selling and can be for security or portfolio management purposes.

cryptonews.ru08/03 10:56

A major Bitcoin market player, inactive for four years, transferred Bitcoin worth about 46 million dollars! Here are the details

cryptonews.ru08/03 10:56

Galaxy Digital and Duel Casino in Conflict Over 230 ETH Related to Coldcard Vulnerability

A conflict has emerged between Galaxy Digital and online gambling platform Duel Casino regarding approximately 230 ETH suspected to be linked to the Coldcard wallet vulnerability. Galaxy's head of research, Alex Thorn, accused Duel Casino of refusing to freeze the allegedly stolen funds despite receiving forensic data linking the addresses to the hack. Thorn warned that Duel would become complicit in theft by not acting. In response, a Duel team member defended their policy, stating they cannot freeze a user's balance based solely on claims from a third party to prevent potential abuse. They proposed an exception if the alleged victim could send a message from the "hacked" address and provide a signed statement and transaction proof. The platform insists on requiring some form of official confirmation, typically from law enforcement, before taking action. This stance has drawn criticism from some users but also received support from figures like a former Delphi Digital executive, who called it a sensible policy for crypto-related fintech apps. The incident highlights ongoing dilemmas as criminals attempt to launder proceeds from the larger hack involving over 1,300 stolen BTC.

cryptonews.ru08/03 09:25

Galaxy Digital and Duel Casino in Conflict Over 230 ETH Related to Coldcard Vulnerability

cryptonews.ru08/03 09:25

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