Bitcoin's detachment from the stock rally is the story. The piece digs into why BTC isn't following the S&P 500's record run, which is a question every crypto investor is asking right now.
financeFriday, August 7, 2026
Bitcoin lags stocks, Dimon backs Warsh
Markets are split today: equities keep printing records while Bitcoin sits still and crypto flows trickle in. Meanwhile Jamie Dimon is publicly defending the Fed's new quiet approach, and the real action is in single names like Broadcom and AMD.
Crypto's mixed signals
Crypto is pulling in two directions: Bitcoin can't catch the equity rally, but Ethereum ETFs are drawing steady inflows and Cardano is popping on whale accumulation.

Ethereum ETFs have now had three straight days of inflows, adding $92.1 million. That's a sign institutional appetite for ether is picking up, even as Bitcoin stalls.

Cardano is up over 6% on whale accumulation and a 380% jump in futures volume. The rally is real, but it's driven by big wallets and derivatives, which can be fleeting.
Fed and finance chiefs
Wall Street's grumbling over the Fed's new communication style gets a public rebuttal from Jamie Dimon, who thinks the quiet approach is the right one.
Dimon's public support for Warsh's 'minimum viable communications' is notable because it pushes back on the Wall Street consensus. It suggests the Fed's new approach has at least one powerful backer.
Chip stocks in focus
Two chip names are getting investor attention for different reasons: Broadcom as an AI tollbooth and AMD as the pick for the production side of AI.
Broadcom's order book is the key here. The piece argues it's sitting at the tollbooth of the AI buildout, which is a strong position, but the question is whether investors are already priced in.
AMD is positioning for the recurring revenue side of AI, not the one-time training events. That's a smart angle, as production inference demand could be a steady and growing market.
Also today14
Egypt's CBE forms inter-ministerial working group to develop Sustainable Finance Taxonomywww.zawya.com
Doximity signals FY2027 revenue of $671M-$681M while expanding AI investment with 165 signed health system AI clientsseekingalpha.com- CXMT DRAM Is Now Inside HP, Asus and Acer Laptops (August 2026): A 716% Revenue Surge, a Pentagon Listing — and Chinese Memory That Costs the Same as Samsung'spiptheory.com
- Greek Shoppers Tighten Their Market Budgetswww.tovima.com
Lloyds: UK house prices flat in July amid rate volatilitywww.mpamag.com- What is a safe harbor 401(k)?www.empower.com
JSW Energy Finalizes 300 MW Maruti Purchase, Boosting Total Capacity To 14,835 MWwww.sahi.com
JSW Energy is acquiring MCCPL's 300 MW Chhattisgarh thermal plant for ~₹1,410 crore, boosting its total operational capacity to 14,835 MW. This immediately earnings-accretive deal strengthens cash flows to fund its massive ₹20,000 crore FY27 capital expenditure program and advanc
Britannia Targets Expansion in International Market Starting Q2www.sahi.com
Britannia delivered strong Q1 FY27 results with consolidated sales rising to ₹4,964 crore and profits climbing to ₹593.38 crore. Driven by sequential recovery in its international markets and robust e-commerce growth, the company is preparing to widen its global footprint.
NBFCs have to restrict their lending only to term loans; cannot offer ‘revolving credit’: RBI Draft Directionswww.thehindubusinessline.com
A “term loan” refers to a fund based credit facility of a fixed principal amount, made available by an NBFC to a borrower
Q1 Results Today, 07th August 2026 Live Updates: Follow Q1FY27 live updates from businessline
Searching your Bitcoin wallet can put your IP address in Chainalysis’ handsbitrss.com
WalletExplorer documents IP-plus-URL logging inside Chainalysis, while other major services disclose sharply different linkage, retention and access rules. The post Searching your Bitcoin wallet can put your IP address in Chainalysis’ hands appeared first on CryptoSlate.
How Memecoins Took Over Robinhood Chainbitrss.com
Robinhood Chain was built for tokenized finance, but memecoins quickly became its biggest growth engine. From CASHCAT and $VLAD to upcoming projects like $CHAD, the ecosystem has become one of the most competitive memecoin markets in crypto.Read All
Weekly Investing Roundup – News, Podcasts, Interviews (08/07/2026)acquirersmultiple.com
This week’s best investing news: Mohnish Pabrai’s Brutally Honest Thoughts on the Stock Market (New Money) Why Bill Ackman Gives Pershing Square Cleaning Crew Millions in Equity (Fortune) Evidence-Based Forecasting Techniques for the Average Investor (Verdad) Ray Dalio: I Predict
How Cash-Secured Puts Create a Margin of Safetyacquirersmultiple.com
During their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Carlisle discussed How Cash-Secured Puts Create a Margin of Safety. Here’s an excerpt from the episode: [Tobias] So that’s the value options report strategy is to, on one hand, to look for s
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