Woofun AI reports that digital assets posted a robust weekly rally, driven by anticipation surrounding Federal Reserve Chair Kevin Warsh's inaugural address at the Jackson Hole symposium.

Bitcoin stabilized just above $77,100 during Asian morning trading on Monday, marking a marginal daily decline but securing a 21% weekly gain. Market participants are closely monitoring Warsh's speech for rate guidance, a critical variable given that high oil prices are fueling inflation while long-dated yields hover near multi-decade highs. The traditional Jackson Hole setting allows the Fed chair to signal policy direction with less constraint than formal meetings, effectively treating the speech as a direct rate indicator. Lower rates reduce borrowing costs, pushing capital toward riskier assets like crypto, whereas higher rates enhance the appeal of safe government debt by offering better returns for lower risk.

Woofun AI data shows that altcoin performance varied significantly across the sector. XRP emerged as the week's standout, surging over 46% to just under $1.50 despite a 1% slip on Monday. Hyperliquid's HYPE token rose 1% to $80, accumulating a 35% weekly gain. Dogecoin eased under 1% to just above 9 cents but maintained a 30% weekly increase. Ether added half a percent to reach $2,442, up almost 28% over seven days. Solana slipped over 1% to $94, posting a 24% weekly rise. BNB rose marginally to $697 for a 15% weekly gain, while Tron lagged the group at $0.344 with a 3.4% increase.

Equity markets moved in the opposite direction. MSCI's Asia Pacific gauge dropped 1%, led by Samsung Electronics, which fell 8.7% in Seoul after investors reacted poorly to its plan to return up to 110 trillion won ($80 billion) to shareholders. Alibaba tumbled 9.6% in Hong Kong following plans to raise HK$80 billion ($10.2 billion) via a share sale. SoftBank slipped 4.9% in Tokyo after announcing a record ¥1 trillion retail bond offering. Nvidia, whose chips power major AI buildouts, reports earnings this week; its forecast is viewed as a proxy for the return on massive AI spending, a concern highlighted by Alibaba's $10.2 billion raise for AI expansion, which sent its stock down almost 10%.

Fixed income and commodity markets reflected shifting fiscal expectations. Treasuries rose ahead of a fiscal consolidation plan from Treasury Secretary Scott Bessent, with the 10-year yield easing two basis points to 4.71%. Australian and New Zealand yields also fell. Brent crude dropped 1.3% to about $93.20. This divergence underscores a market prioritizing policy clarity over corporate capital allocation.