RWA ๐ Global & Macro: NVIDIA CEO Jensen Huang says AI is driving US manufacturing reshoring, with $400B invested in AI startups over the past six months, highlighting AI’s growing influence on industrial policy.
๐ฆ RWA & Institutional: No direct RWA tokenization updates this hour; focus remains on macro and crypto flows.
โก Crypto & Markets: Bitcoin rose over 30% in August but trading volume lingers near 3-year lows, signaling a disconnect between price and participation. Solana faces what analysts call its most dangerous moment since inception, with network stability and competitive pressures in focus. OpenAI terminated its Cursor contract, drawing Musk’s criticism, though no direct crypto impact.
๐ก Key Takeaway: Despite strong price gains, low volume and network risks suggest cautious positioning in crypto markets, while AI-driven macro tailwinds continue to shape broader investment narratives.