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Thailand’s new spot crypto ETF framework is drawing interest from several asset managers, but the SEC says no company has yet submitted an application for approval.
The rules now allow locally listed spot Bitcoin and Ether ETFs, although the regulator says approval before the end of 2026 remains uncertain and depends on applicant readiness, regulatory reviews and investor protection requirements.
Formal applications and regulatory approvals could become key catalysts for expanding regulated crypto investment access in Thailand, but launch timelines remain unclear.
Arabica coffee futures fell 3.4% to $3.0525 per pound on Thursday as traders took profits from a near six-week high, while expectations for stronger Brazilian exports added pressure.
Robusta coffee dropped 2.3% and London and New York cocoa fell 3.3% and 3.6%, respectively, while raw sugar edged up 0.2% as higher energy prices and weather risks supported its outlook.
Coffee could face further pressure if Brazilian exports accelerate, although tight inventories and approaching harvests may limit the downside.
A longtime Cardano governance representative has stepped down, citing Sui’s technology and adoption as evidence that Cardano has fallen behind, marking the second prominent Cardano supporter to shift toward Sui this year.
The advocate still holds ADA, but it is no longer his largest position, while SUI has edged higher and ADA has lost ground over six months; the article cautions that a few departures do not prove a broader migration of builders or capital.
The departures could intensify scrutiny of Cardano’s ecosystem and leadership, while the planned Leios scaling upgrade may be important to restoring supporter confidence.
U.S. soybean export sales surged to 2.84 million metric tons for the week ended October 15, jumping from 574,900 tons the previous week as China led demand with 2.18 million tons in purchases.
Corn export sales rose 36% week over week to 1.53 million metric tons, exceeding analyst expectations, while wheat sales fell 25% to 239,600 tons, below forecasts.
Strong soybean and corn export demand could support prices for U.S. agricultural commodities, while weaker wheat sales may keep pressure on wheat futures.
American Airlines CEO Robert Isom blamed surging fuel costs for the carrier's third-quarter loss as the company faces a revised full-year loss outlook, with shares falling 4.5% premarket.
Isom said American expects to pay about $7 billion more for fuel this year than anticipated at the start of the year, including fuel-cost increases of $1.9 billion in the third quarter and $2.8 billion in the fourth quarter.
Persistently elevated fuel costs could continue to pressure American Airlines' profitability despite record revenue growth.
BitGo Holdings and Kalshi Prime have launched the HODL Margining Network, introducing a network for crypto-based margin funding.
The announcement identifies BitGo Holdings (NYSE: BTGO) and Kalshi Prime as the launch participants, with crypto-based assets serving as the basis for margin funding.
The initiative could expand crypto collateral use in margin financing and potentially strengthen demand for infrastructure supporting institutional crypto markets.
Wheat futures edged lower while corn and soybeans posted modest gains ahead of the resumption of Chicago Board of Trade trading, with export demand and energy prices driving divergent moves.
US corn export sales reached 1.53 million metric tons, exceeding trade expectations, while soybean sales totaled 2.84 million metric tons and the USDA confirmed an additional 202,000 metric tons sold to China; wheat sales fell short of expectations at 239,600 metric tons.
Corn and soybean futures could find continued support from strong export demand and crude oil strength, while wheat may remain under pressure from weaker sales and prospects of Black Sea export disruptions easing.
Meta disclosed about $825 billion in future spending commitments as of the end of September, covering leases, cloud-computing contracts, data-center arrangements and other agreements, much of it tied to AI compute and infrastructure.
The total rose from about $700 billion disclosed in July. Meta reported $355.7 billion in off-balance-sheet operating and finance leases, including data-center and energy-infrastructure leases extending through 2036, and $454.5 billion in non-cancelable short- and long-term contracts. It also committed to buy up to $14.7 billion of cloud-computing capacity over five years, although that amount could decline if providers sell capacity to other customers.
On Thursday, Meta’s five-year credit default swap rose as much as 8.9 basis points to about 119.3 basis points, an intraday record for the contract, according to ICE Data Services. Its bond spreads versus U.S. Treasuries also widened. CDS prices for Oracle, Microsoft and Broadcom rose the same day, indicating broader concern around debt risk among AI-heavy technology companies.
Meta had raised its full-year capital-expenditure plan in quarterly results and announced a new class of non-voting shares that could be used for future acquisitions and other spending. Unlike cloud providers that sell compute to external clients, Meta generally does not sell computing capacity externally, leaving its infrastructure commitments more directly dependent on its own returns from AI investment.
Gold faces mounting pressure as resilient U.S. labor data and rising oil prices fuel concerns that the Federal Reserve could keep interest rates elevated for longer.
Gold fell 1.3% to $4,083, while traders are watching the $4,000 level as a key threshold amid concerns over sticky inflation, elevated yields, and a stronger dollar.
A sustained break below $4,000 could intensify bearish momentum, while expectations of eventual Fed easing may help support bullion.
DWF Labs finds that Bitcoin ETF investors largely follow price trends rather than drive Bitcoin's next move, challenging the use of daily fund flows as a predictive trading signal. U.S. spot Bitcoin ETFs recorded $5.4 billion in net outflows in the first half of 2026, including a record 13 consecutive trading days of withdrawals totaling $4.4 billion, while spot Ether ETFs lost $1.47 billion. Continued ETF outflows could pressure crypto sentiment, but traders may need to distinguish lagging flow signals from indicators of future price direction.
Gold is down 1.3% at $4,083 as rising oil prices revive inflation concerns and complicate expectations for Federal Reserve rate cuts. Stable U.S. labor data supports a Fed rate hold, while analysts warn that a break below the $4,000 level could signal markets are pricing in persistent inflation, elevated yields and a stronger dollar. Gold could face further pressure if energy-driven inflation delays monetary easing and keeps the dollar and bond yields elevated.
U.S. Treasury yields have fallen to their lowest levels since September as concerns over France's government debt drive investors toward safe-haven bonds. The 10-year Treasury yield stands at 5.040% and the two-year at 4.731%, while weekly U.S. jobless claims declined to 194,000 and Brent crude rose 3% to $112 a barrel. Continued safe-haven demand could pressure Treasury yields lower, although elevated energy prices and inflation uncertainty may limit the decline.
DWF Labs says US spot Bitcoin ETF flows largely follow Bitcoin's price movements rather than predict its next direction, challenging their usefulness as a short-term trading signal. Across 694 trading days, ETF flows had a 0.54 correlation with BTC's prior five-day price changes but just 0.03 with its following five days, while investors withdrew funds during seven of eight major sell-offs. Traders may need to treat ETF flows as a confirmation of existing momentum rather than a reliable standalone predictor of Bitcoin's next move.
Asia's LNG imports are expected to climb to 23.31 million metric tons in October, a three-month high, despite spot prices reaching their highest level since December 2023. China's imports are forecast to rise to 5.47 million tons, while North Asian spot LNG prices reached $29.30 per mmBtu and Brent crude traded at $110.29 a barrel amid Middle East supply disruptions. LNG prices could rise further if winter storms intensify Asian demand, while a strong El Niño could moderate European heating needs and complicate the global outlook.
The Canadian dollar strengthened against the U.S. dollar on Thursday as Canadian benchmark government bond yields declined. The loonie traded at C$1.4034 per U.S. dollar, equivalent to 71.26 U.S. cents, while Canada's 10-year government bond yield fell 5.2 basis points to 3.813%. Further Canadian dollar strength could emerge if currency demand persists, though the reported move alone does not establish a sustained trend.
Cypherium has unveiled COLOSSUS-X, a proof-of-work architecture designed to help AI data centers monetize idle high-memory GPUs through blockchain mining rewards. The system uses a 32 GiB memory dataset that grows approximately 10% annually, while the company's roadmap proposes useful-AI-training consensus and a compute reservoir to shift capacity between workloads. If successfully implemented and independently validated, the technology could improve GPU utilization and enable new financial products tied to AI computing capacity, but deployment and security validation remain pending.
Cypherium Blockchain Inc. has launched COLOSSUS-X, a proof-of-work architecture designed to monetize idle high-memory AI GPUs through mining rewards. The company also outlined a roadmap featuring dual-track consensus with PoUT and a compute reservoir, though the announcement provides no live deployment or adoption metrics. If successfully deployed and adopted by miners, COLOSSUS-X could create new demand for GPU compute monetization, but execution remains a key uncertainty.
The USDA reports that 202,000 tons of U.S. soybeans were sold to China for the 2026-27 marketing year. The reported sale highlights continued Chinese demand for U.S. soybean exports, though no further transaction details are provided. Sustained export demand could support soybean prices if additional sales follow.
U.S. Treasury yields are falling as concerns over French government debt drive investors toward safe-haven assets, with the 10-year yield reaching its lowest level since September at 5.040%. Weekly U.S. jobless claims fell to 194,000 from a revised 200,000, while markets expect the Federal Reserve to hold interest rates steady next week despite rising inflation expectations. Continued demand for safe-haven Treasurys could put further downward pressure on yields, although elevated oil prices and inflation concerns remain key risks.
U.S. soybean export sales surged to 2.84 million metric tons for the 2026/27 marketing year in the week ended October 15, jumping from 574,900 tons the previous week. Corn sales rose 36% to 1.53 million tons, exceeding expectations, while wheat sales fell 25% to 239,600 tons, below forecasts; China led soybean purchases with 2.18 million tons. Strong soybean demand could support U.S. soybean prices, while weaker wheat sales may add pressure to the wheat market.
Goldman Sachs Prime Brokerage data show global equity short leverage has risen to the 99th percentile of the past five years. Short trades outnumber long buys by about 5-to-1, while fundamental long-short funds' net leverage has fallen to a nearly three-year low.
Goldman’s trading team flagged potential short-squeeze risk, although it said position data alone do not confirm a market turning point because the selling has clear fundamental drivers. Hedge funds appear to be hedging portfolios rather than exiting positions outright.
Technology remains central to the positioning shift. In the two weeks through October 16, global information-technology stocks recorded their worst net selling in more than a decade of Goldman records. Net allocation to Goldman’s global AI basket fell to the 38th percentile of the past year, while its long-short ratio dropped to the 6th percentile.
The Nasdaq 100 fell 5.5% last week, its largest weekly decline since April 2025, and its futures were down nearly 2% on Thursday. Global fundamental long-short funds were down 2.5% since October, reducing year-to-date returns to 10.1%; TMT-focused funds were down 7.4% month-to-date. Hedge funds’ net exposure to the US “Magnificent Seven” nevertheless rose to a record high.
Crypto's growing role in U.S. elections is becoming a political liability, as Democratic candidates increasingly attack the industry's campaign spending and ties to President Trump.
Crypto super PAC Fairshake is spending tens of millions of dollars, including at least $40 million opposing Sherrod Brown in Ohio, while the Digital Asset Market Clarity Act failed to advance in the Senate last month.
A stronger Democratic presence after the November elections could intensify regulatory uncertainty and further delay crypto market-structure legislation.
Brazil's soybean exports are forecast to fall 0.8% in 2027 to 113 million metric tons as record domestic crushing absorbs more supply, potentially tightening availability for major buyers such as China.
Abiove projects record soybean processing of 66 million tons, while soybean complex export revenue is expected to reach a record $69.3 billion, up from $60.3 billion in 2026, supported by higher commodity prices.
Reduced Brazilian export availability could support global soybean prices, although record processing and rising soybean meal exports may shift supply dynamics across agricultural markets.
U.S. soybean export sales surged to 2.84 million metric tons for the 2026/2027 marketing year, with China accounting for approximately 2.18 million metric tons in net purchases.
Soybean exports reached 2.02 million metric tons, up 75% from the previous week and 88% above the prior four-week average, while corn net sales also climbed 87% above their four-week average.
Strong export demand could support soybean and corn prices, although weaker wheat sales and slower corn shipments may temper the broader agricultural market outlook.
Oil prices jumped more than 2% as renewed attacks on Saudi energy infrastructure and escalating U.S.-Iran tensions sustained geopolitical risk premiums, with Brent crude climbing above $111 a barrel. December Brent futures rose 2.9% to $111.96, while WTI gained 2.3% to $99.40, even as Middle East crude exports recovered above prewar levels and U.S. crude inventories fell by 3.1 million barrels. Further regional escalation or shipping disruptions could push crude prices higher, although recovering exports may limit additional gains.
Copper prices plunged to five-week lows, falling as much as 2% as surging LME inventories and a global AI-stock selloff weakened market sentiment. LME copper recently traded down 1.8% at $14,105.50 per ton, while on-warrant inventories increased by more than 70,000 tons over two days amid uncertainty over potential U.S. refined-copper tariffs. Further inventory growth and continued weakness in AI-related equities could pressure copper prices, although long-term electrification and data-center demand may provide support.
US natural gas inventories are expected to rise by 79 billion cubic feet, below both last year's comparable injection and the five-year seasonal average. The projected increase would lift stockpiles to 3.646 trillion cubic feet, about 4.0% below year-ago levels but 1.0% above the five-year average, ahead of Thursday's EIA report. The smaller-than-normal injection could support natural gas prices, although inventories remaining above the seasonal average may limit upside.
US initial jobless claims totaled 194,000 for the week of October 17, below the 200,000 forecast and down from the prior 199,000 reading.
The data point indicates continued labor-market resilience based on the claims measure. Macro traders will assess subsequent jobs and inflation releases for implications for rate-sensitive assets, including NAS100, SPX500 and XAU.
U.S. initial jobless claims fell to 194,000 for the week ending October 17, coming in below market expectations.
Claims were lower than the forecast of 200,000 and the previous reading of 199,000, signaling fewer new unemployment benefit filings than anticipated.
The stronger-than-expected labor market data could pressure expectations for monetary easing and weigh on rate-sensitive assets, depending on broader economic conditions.
SoFi Technologies launched an interest-bearing tokenized deposit product that lets customers earn 4.2% annual interest on cash reserved for crypto purchases, with eligible deposits protected by FDIC insurance.
SoFi Earn also allows users to buy crypto directly or transfer funds to another platform, offering a bank-based alternative to interest-bearing stablecoins amid regulatory restrictions on stablecoin issuers paying interest.
The launch could accelerate traditional banks' expansion into crypto finance and intensify competition for stablecoin-based cash and yield products.
AEREDIUM Holdings launched The Chair and MCP Connector, policy-based tools designed to govern AI agents that write code and move digital assets.
The products are available now on aeredium.ai, with a 30-day trial offered for The Chair, marking an expansion into AI agent governance.
The launch could position AEREDIUM to benefit from growing autonomous workflows, but commercial traction and enterprise adoption remain key factors to watch.
The USDA reported net soybean export sales of 2.84 million tons for the 2026–27 marketing year, highlighting substantial reported demand for US soybeans. The headline provides no additional details on buyers, previous sales figures, or comparisons with expectations. The reported sales volume could support soybean prices, although the market impact may depend on subsequent export demand and supply conditions.
The USDA reported net cotton export sales of 199,600 bales for the 2026–27 marketing year, highlighting reported demand for US cotton. The headline provides no further details on buyers, comparisons with previous sales, or changes in export demand. The sales volume could support cotton prices, although the market impact may depend on subsequent export sales and supply conditions.
The USDA reported net corn export sales of 1.53 million tons for the 2026–27 marketing year, signaling substantial reported demand for US corn. The available headline provides no additional details on buyers, prior estimates, or comparisons with previous sales figures. The sales volume could support corn prices, although the broader market impact will depend on subsequent export demand and supply conditions.
Chicago corn and soybean futures edged higher after falling to multi-month lows, while wheat remained under pressure from ample global supplies and harvest prospects. Corn rose 0.32% to $4.64¾ per bushel and soybeans gained 0.18% to $12.47½, supported partly by rising oil prices, while wheat slipped 0.08% to $6.27¾.
Travala has tied its AVA buyback matching mechanism to member rewards, allowing total monthly buybacks to reach up to 4x AVA givebacks. The new multiplier raises Travala's matching contribution to as much as 3x, with buybacks and reserve holdings verifiable on-chain. Sustained higher reward activity and continued buybacks could strengthen AVA's supply-reduction narrative, though the actual impact depends on monthly givebacks and execution.
AEREDIUM has launched two AI governance products designed to control how autonomous agents write code, execute trades and move digital assets. The Chair reviews coding actions before execution, while MCP Connector enables policy-limited payments and trading with USDC, USDT, PYUSD and EURC across Ethereum, Arbitrum and Base. The launch could strengthen institutional confidence in AI-driven financial operations and stablecoin payments, although adoption and market impact remain uncertain.
Travala has introduced an AVA Buyback Multiplier that could scale total monthly AVA buybacks to four times member rewards, strengthening its token buyback mechanism. The new structure increases Travala's matching contribution from 1x to as much as 3x based on monthly AVA Smart member givebacks, with the AVA Strategic Reserve holding 598,458.78 AVA. The expanded buyback program could support AVA demand and reduce circulating supply pressure, although Travala can modify or discontinue future purchases at any time.
Ethereum researchers have proposed cutting transaction finality from roughly 16 minutes to four minutes, potentially reducing the cost of moving funds between blockchains. The draft would separate validator votes for block selection and finalization, but key design and security details remain unresolved and no activation date has been set.
The proposed change could reduce capital tied up by transfer services awaiting settlement, with an illustrative $1 million-per-hour operation holding about $67,000 in limbo instead of $267,000; Solana's stated finality target is about 150 milliseconds.
If implemented, faster finality could improve Ethereum's cross-chain competitiveness and lower transfer costs, but the proposal remains unfinished and its impact is uncertain.
Biohaven (NYSE: BHVN) shares rose 39.3% to $16.37 in Thursday's pre-market session, giving the company a market capitalization of $1.7 billion.
Biohaven was among the health care stock gainers cited in the source. Vogenx (NASDAQ: VOGX) also gained 22.05% to $24.89 during the same session.
SoFi has launched SOFIE, an interest-bearing tokenized bank deposit offering consumers 4.4% APY with FDIC insurance subject to applicable limits, marking what the company describes as the first U.S. national bank-issued tokenized deposit for individual customers. Each token represents $1 deposited at SoFi Bank and continues earning interest until converted.
Users can convert SOFIE 1:1 into SoFiUSD to purchase cryptocurrencies or transfer funds to supported external wallets around the clock, with the rollout expected to finish in November.
The launch could accelerate adoption of tokenized deposits and strengthen SoFi's position at the intersection of traditional banking and crypto, although broader adoption remains to be seen.
SoFi has launched SoFi Earn (SOFIE), a consumer tokenized deposit that pays 4.40% APY while keeping digital dollars accessible for future crypto purchases and blockchain transfers. Each SOFIE represents $1 deposited at SoFi Bank, with FDIC insurance subject to applicable limits, and can be converted 1:1 into SoFiUSD.
The launch expands SoFi's digital asset ecosystem, following its bank-issued SoFiUSD stablecoin and crypto trading services offering more than 40 cryptocurrencies. SOFIE is rolling out to SoFi Crypto members through November.
Interest-bearing tokenized deposits could attract more users and capital into regulated blockchain-based financial services, potentially boosting adoption of SoFi's digital asset products.