AGP Executive Report
Last update: 38 minutes agoEthereum Breakout: ETH jumped ~15% in 24 hours to a new all-time high on Coinbase, topping its 2021 peak after Fed Chair Jerome Powell’s Jackson Hole remarks fueled September rate-cut hopes. Bitcoin + Gold Hard-Asset Rally: BTC surged back above $77K and gold rebounded as U.S. Treasury buyback plans hit the bond market, weakening the dollar and sparking a broad risk-on rotation. Regulation Watch (US): CFTC leaders and Ripple’s Brad Garlinghouse say outdated rules are blocking clarity, while the SEC’s “Regulation Crypto Assets” proposal would set a tailored fundraising path and retail caps; the Senate CLARITY Act heads toward a Sept. 15 procedural vote. Market Structure + Leverage: Perp open interest on DEXs hit a 2026 high even as volumes soften, and crypto saw major liquidation waves during the volatility. Prediction Markets: Kalshi’s explosive growth is colliding with fresh legal fights, while Polymarket keeps pushing political and sports promos. Security Reminder: A Coldcard hardware-wallet theft story underscores that storage mistakes can still cost everything.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.