Macquarie: Forecasts the Federal Reserve will raise interest rates by 25 basis points in September 2026.

Silicon Valley angel investor Liron Shapira published a post stating he is roughly 50% confident that Bitcoin (BTC) will fall by more than 50% in price over the next two years. He believes the rapid advancement of artificial intelligence (AI) may erode some of the market’s prior perceptions of Bitcoin’s security and robustness, thereby undermining BTC’s long-term value support. Ethereum co-founder Vitalik Buterin holds an opposing view. He said he is quite optimistic about Bitcoin’s long-term network security, noting the primary challenge lies in completing necessary transitions. Buterin expects Bitcoin can effectively handle at least issues that do not require social consensus to resolve—such as upgrading clients and mining pools to counter network-layer attacks, which fall into this category. He added the probability of a real breakthrough in Bitcoin’s hash algorithm or Proof-of-Work (PoW) mechanism is extremely low. Vitalik further revealed he has already bet on this stance via asset allocation, with roughly 90% of his net worth currently held in crypto assets.

According to Bitget market data, the Southern 2x Long SK Hynix surged 15.67%, and the Southern 2x Long Samsung Electronics rose 10.52%.

Emerging market stocks rose on Monday, as optimism over next-generation AI models lifted heavyweight tech stocks, helping offset the drag on sentiment from higher oil prices. The MSCI Emerging Markets Index rallied 1.4% at one point, hitting its highest level since June 26. South Korea’s KOSPI jumped 4%. The MSCI Emerging Markets Currency Index rose 0.1%, having gained in 12 of the previous 13 trading sessions. The tech sector, which followed the rally in U.S. chip stocks last Friday, was the top performer among emerging market equity segments. Meanwhile, mutual attacks on oil tankers by the U.S. and Iran in the Strait of Hormuz pushed oil prices higher, and strong U.S. non-farm payroll data boosted bets that the Federal Reserve could raise interest rates soon, dragging down most other sectoral sub-indices.

Solana-based NFT project BOOGLE stated in a post that FOMO co-founder Se Yong acquired BOOGLE #041 via over-the-counter (OTC) transaction for 850 SOL, worth roughly $89,000. Launched on Solana in 2021, BOOGLE is an NFT collection with only 100 GEN 1 units in total. It is themed around "ghosts and cemeteries", blending the imagery of Scotland’s folklore figure Bogle Man and Casper the Friendly Ghost.

World Gold Council recently released "2026 Insights into China's Gold Jewelry Retail Trends" and answered reporters' questions on the evolution of hard pure gold categories and the transformation of China's gold jewelry consumption structure. Wang Lixin, CEO of World Gold Council China, stated: "Hard pure gold remains the 'sun at eight or nine o'clock'—it will definitely be the future trend, with huge growth potential." China's gold jewelry market is seeing a typical "rising price, falling volume" trend. Council data shows that in the first half of 2026, gold jewelry consumption volume dropped 30% year-on-year to 136 tons, while total consumption value rose 5% to 143.7 billion yuan. Retail stores are continuing to consolidate, and demand for self-use and self-indulgence has climbed for three consecutive years, shifting from "special occasion" consumption to "every moment" consumption. The insights report's judgment on future gold investment trends is as follows: In the short term, it hinges on the tug-of-war between the "hawkish" Federal Reserve and the "dovish" U.S. Treasury; in the medium term, it is supported by central bank gold purchases; in the long term, it is driven by consumer and wealth storage needs stemming from economic growth. Historical data shows that gold's long-term average annual return is stable at around 5%. (21st Century Business Herald)

According to Bitget's market data, South Korea's KOSPI index surged 4.00% intraday, now standing at 6956.73 points.