... enterprise applications and governmental structures. Ethena (DeFi, Private $100M): Focused on derivatives, which, judging by the volumes of investments, attract numerous large funds. Pantera traditionally selects projects capable of generating a sustainable revenue stream and adapting to changing market conditions. Fundamental Analysis: What Drives the Investment Wave? Macroeconomic factors: Accelerated digitalization and the influx of new participants into the crypto space stimulate demand for innovation....

... market despite easing inflation , what are the prospects for the global industrial sector as indicated by PMI, and will corporate earnings meet high market expectations? Reports from mega-corporations (from tech FAANG to oil majors) will show where revenue and profit growth persists and where pressures are felt. By the end of the week, investors will have a comprehensive picture: these five days will undoubtedly help adjust projections for stock trends and set the sentiment for August. In an environment ...

... day of trading and becoming one of the largest fintech IPOs of the year. This success is inspiring other contenders as well. The design platform Figma conducted its long-awaited listing: the IPO allowed it to raise around $1.5 billion (the company's revenue in 2024 was $749 million) at a valuation of about $15–20 billion. Figma's shares began trading with a confident uptick, confirming strong investor demand for tech listings. A number of well-known startups—including payment service Stripe, ...

... in the financial performance of Russian companies. Upcoming earnings reports from major public companies for the quarter/year will show how the real sector is feeling the growth and support mentioned by the president. Monitoring corporate reporting (revenue, profit, export sales) will help investors assess which sectors are winning under current conditions and adjust their strategies accordingly. Overall, the St. Petersburg Forum reaffirmed the Russian authorities' commitment to stability and openness ...

... low-income citizens to alleviate the impact of tariff increases. Regulators also noted that the pace of tariff growth will slow in the coming years (for example, around +9% in July 2026). For electricity investors, the rise in tariffs means potential revenue growth for energy supply and generating companies, although the state is carefully monitoring to ensure that tariff policy does not exacerbate overall inflation and hinder economic growth. Geopolitics and Energy Resource Trade: Restructuring Global ...