JPMorgan raised Riot's price target, citing momentum from its new Anthropic lease as the Bitcoin miner leans into AI infrastructure.

Ondo Finance’s tokenized stocks total value locked has surpassed $1 billion ahead of the platform’s one-year anniversary. Cumulative trading volume has exceeded $27 billion, while deployed capital stands at $3.6 billion, nearly three times the level a year ago. At the time of writing, ONDO was trading at $0.336, up nearly 5% over the past two days after falling 24% since 30 July. A Citi report dated June 01, 2026 forecasts tokenized assets will exceed $5.5 trillion in value over the next four years.

Solana’s planned Aug. 17 start date for Agave 4.2 mainnet feature activations arrived without a confirmed delivery update. Anza recommended Agave 4.2 for general mainnet adoption on Aug. 11, but mainnet feature gates were still awaiting activation. The upgrade is intended to deliver sub-second finality, 4,096-byte transactions and 200-millisecond slots, though the rollout timing remains unclear.

The annual Pro Farmer Crop Tour begins this week, drawing market attention to on-the-ground yield assessments for corn and soybeans. Recent USDA data showed the U.S. corn crop at 61% good-to-excellent, well below 72% a year earlier, while soybeans were rated 62%, also under last year’s level. The tour will cover seven states including Ohio, Illinois and Iowa that together account for roughly 70% of U.S. corn output, with conditions varying widely by state. Iowa’s corn is rated 78% good-to-excellent, compared with 45% in South Dakota.

Global markets came under pressure after President Donald Trump threatened to bomb Oman if it interferes with his negotiations with Iran on the Strait of Hormuz. Brent crude rose above $US90 a barrel as tensions in the Middle East escalated. ASX 200 futures fell 0.5%, while the S&P 500 was down 0.4%. Safe-haven demand lifted gold 0.7%, while the Australian dollar edged up against the US dollar.

Bitcoin treasury company Strategy raised $333.7 million last week by issuing MSTR shares but did not buy any bitcoin. About 40% of the proceeds went to repurchasing STRC preferred shares, 16% to STRC dividends, and the remainder was retained as cash. It marked the fourth straight week without a BTC purchase, and the company has reduced its holdings by 6,916 BTC since June 21, 2026. Since its last reported BTC buy, MSTR is down 16%, while STRC has traded below $95.

Concerns over a potential global sugar supply shortfall pushed New York and London sugar futures sharply higher on Monday. Forecasters expect 2027/28 global sugar production to fall 0.7% yr/yr as weather disrupts crops in India, the EU, and Thailand, while consumption in 2026/27 is projected to rise to a record. Brazil Center-South June sugar output fell 26.3% y/y, and India’s monsoon rainfall, while improved, remained below normal, reinforcing expectations of tighter supplies.

ICE cocoa futures surged on Monday, with the New York September contract up 5.41% to a 1.5-week high as a weaker U.S. dollar offered support. On the supply side, Ivory Coast cocoa arrivals in the current marketing year rose 20% year on year to 2.11 MMT, while Ghana’s crop this season increased 25.6% to 750,000 MT. Early assessments for next season, however, put output at 1.8 MMT, down 18% from about 2.2 MMT in 2025/26. Demand indicators were mixed in the second quarter.