Crypto.com’s August market report painted a broad risk-on picture across global markets, with digital assets leading the rebound and U.S. equities also posting gains. Bitcoin rose 25.0% in August, Ethereum added 32.6%, and Solana climbed 41.5%, while the Nasdaq, S&P 500 and Dow Jones Industrial Average also moved higher. The report said most G20 central banks stayed on hold during the month, with Brazil standing out after cutting its Selic rate by 25 basis points to 14.00%. In crypto, all DeFi segments expanded in August, with oracles up 30.8% and liquid staking drawing the strongest market attention by volume-to-market-cap ratio. U.S. spot Bitcoin ETFs saw $3.5 billion in net inflows, the highest since October 2025, and spot Ether ETFs brought in $1.8 billion, the highest since August 2025. The report also pointed to heavier regulatory activity, including proposed U.S. stablecoin rules under the GENIUS Act, tighter transfer and exchange controls in South Korea, Japan and Brazil, and a licensing portal for virtual asset service providers in Pakistan. Crypto.com also highlighted product and institutional developments spanning tokenized stocks, a Trading Technologies integration, Crypto.com Pay rollouts at Dubai Duty Free and REAL Jet, BlackRock’s tokenized money market funds, Wells Fargo’s planned tokenized deposits and Charles Schwab’s broader crypto offering. On the market outlook, the company said Bitcoin had moved back into net accumulation, Ethereum’s roadmap had shifted toward quantum readiness, and Solana had expanded remittance rails.

U.S. stock futures edged higher before the open, European indexes also moved modestly higher, and oil traded in a tight range. Micron’s CEO said AI has fundamentally changed the outlook for storage and is creating a more durable source of memory demand, with customer needs running about 50% above what the company can commit to supply. OpenAI unveiled a new Mac-based ChatGPT feature for controlling Apple’s iMessage, while Anthropic, SpaceX, Gulfstream? No — the digest also included a delayed bankruptcy-court approval for Google’s $10 million purchase of Spirit Airlines data and a Bank of America note on Bessent’s buyback plan and 30-year Treasury yields.

European equities have been on a tear, with the Stoxx Europe 600, Germany's DAX, the UK's FTSE 100 and France's CAC 40 all notching record highs over the past week. BlackRock said its European equity products took in $4.4 billion in July, while Bloomberg data shows European stock ETF inflows turned positive for the first time since the US-Iran conflict began in late February. FactSet expects Stoxx Europe 600 constituents to post a 22% year-on-year rise in second-quarter profits, the strongest earnings growth since 2022. Morgan Stanley strategist Marina Zavolock said the recent earnings strength has boosted investors' interest in diversifying into European stocks. The rotation follows a sharp sell-off in global semiconductor stocks in July, which redirected attention to a region whose returns are less tied to technology and AI names.

Major European equity indexes started the session in positive territory on July 29, according to market data from Bitget. The Euro Stoxx 50 opened up 0.14%, while Germany’s DAX gained 0.16%. In the UK, the FTSE 100 rose 0.44% at the open, and France’s CAC 40 added 0.27%. The move pointed to a broadly higher start for key regional benchmarks at the opening bell. The figures cited were limited to opening performance and did not include broader market context beyond the index changes reported by Bitget.

Reports claim Anthropic's Claude AI assisted U.S. military in Iran strike decision-making. Global equities and crypto markets dropped for three consecutive days. Bitcoin trades in $66K-$76K range, Ethereum near $1,900. Ethical debate intensifies over AI in warfare.

U.S. stock futures moved lower ahead of the open, with Dow futures down 0.20%, S&P 500 futures off 0.47%, and Nasdaq 100 futures falling 1.27%. In commodities, WTI crude rose 4.26% to $74.452 a barrel and Brent climbed 4.37% to $79.328, while spot gold fell 1.40% to $4,061.29 an ounce and spot silver dropped 2.52% to $58.33. In corporate developments, Meta said it will add $40 billion in investment to expand its Louisiana data center, taking computing capacity there to 5 gigawatts. Bloomberg reporter Mark Gurman said Apple has completed tape-out for the M7 chip, with a launch expected in the first half of next year, while later M7 variants and the M8 are also in development. SpaceX is set to conduct Starship’s 13th test flight on Thursday, targeting the first deployment of 20 V3 satellites. Intel also said it will invest another 5 billion euros in its Ireland plant to expand AI chip capacity.

SK Hynix led a sharp selloff in Asian equities on Monday, falling 15.4% for its biggest drop on record, while Samsung Electronics slid nearly 11% and the Kospi closed down 8.9%. The trigger was a Korea Investment & Securities forecast that projected SK Hynix’s second-quarter operating profit at 8% below market expectations, combined with profit-taking after the company’s ADR debut. The broader pressure on memory names spread to U.S. premarket trading, where Micron, Seagate, Western Digital and SanDisk all fell. At the same time, markets were hit by a geopolitical shock after U.S. Central Command said the U.S. began a new round of strikes on Iran at 5 p.m. Eastern Time on July 12. Oil prices jumped, with Brent crude rising more than 3% to $78.50 a barrel and WTI up 4.2% to $74.40. Treasury yields climbed as traders priced in nearly 40 basis points of Federal Reserve tightening by December, up from about 15 basis points in early June. Gold, silver and cryptocurrencies weakened as the dollar strengthened. Spot gold fell to around $4,073 an ounce, while bitcoin dropped more than 2% at one point to about $62,700 before trimming losses. Investors are now looking ahead to U.S. inflation data, earnings from Goldman Sachs and JPMorgan on Tuesday, and upcoming policy signals from Fed Chair Kevin Warsh.

Bitcoin retreated from $79,500 to around $78,000 as Middle East maritime tensions and derivatives liquidations pressured sentiment. The move erased nearly $10 billion from bitcoin’s market cap and triggered broader crypto volatility.