ETF Bitcoin spot: -$8.95 billion in May-June, the bleeding continues
Two months of record outflows: US spot Bitcoin ETFs lose nearly $9B cumulatively. The institutional channel withdraws as the price rebounds on the dovish NFP.
6 h ago 6 6
Volksbanken and Sparkassen Open Crypto Retail: Germany Banks Bitcoin
German cooperative banks open crypto trading to millions of retail customers under the MiCA framework. Banked retail crypto is scaling up.
6 h ago 7 8
Lars Eriksson
GCAP: The Multi-Billion-Dollar Contract Passes the Point of No Return for the Future Tri-National Fighter
The UK-Japan-Italy Global Combat Air Programme has just secured a major contract described as a "major step forward." For non-American defense investors, this signals that the program is politically irreversible—and industrially open to partnerships.
21 h ago 7 9
Daniel Schmidt
Shortened week, strong signal: June's jobs report validates the Fed pause and reignites global risk-on
147,000 jobs in June, below expectations - but unemployment falls due to contraction in the labor force. Markets have chosen their interpretation: dovish. The question remains whether this will hold until the FOMC on July 29-30.
21 h ago 8 8
Eleanor Whitfield
OUSD: Samsung, Visa, and Google Deny Joining Stablecoin Alliance - Elusive Governance
A stablecoin listing global giants as members without their consent: the OUSD episode reveals governance flaws threatening institutional crypto coalitions.
yesterday 9 9
Elena Fischer
Standard Chartered Joins ESMA MiCA Register: Traditional Finance Enters European Crypto Framework
MiCA Day+2: ESMA Publishes First CASP Register Update. Standard Chartered Listed. Binance Still Absent. Regulatory Divide Widens.
yesterday 8 8
Lars Eriksson
NFP June 2026: 147K jobs below consensus, unemployment down due to contraction - market reads dovish ahead of July 4th
Fewer jobs than expected, unemployment declining for the wrong reasons: June's NFP report gives markets the dovish reading they were waiting for. July's FOMC meeting becomes the pivotal issue under Warsh.
yesterday 7 9
Heinrich Vogel
Chinese exports weigh on Europe more than deficits: imported deflation takes hold
Beijing isn't just exporting electric cars and solar panels—it's exporting its disinflation. And Europe is absorbing the effects more than it admits.
Jul 2, 2026 at 16:36 9 13
Heinrich Vogel
AI Infrastructure: $638 Billion Order Book, 18-Month Low Prices - The Cycle Discount
The AI paradox: the companies building tomorrow's data centers see their stocks decline while their order books overflow.
Jul 2, 2026 at 16:36 9 9
Arjun Mehta
The average investor is turning away from the Magnificent 7: flows confirm the rotation
2.3 trillion wiped out in June, net outflows in tech ETFs: the Mag7 is no longer the safe haven investors thought.
Jul 2, 2026 at 16:36 7 9
Eleanor Whitfield
Robinhood Launches AI Trading Agents and Credit Card: From Retail Broker to Financial Super-App
Autonomous AI agents, credit card, in-house blockchain: Robinhood no longer wants to be just a broker. This full-stack vertical integration is redrawing the boundaries between TradFi, FinTech, and DeFi.
Jul 2, 2026 at 16:36 10 10
Aisha Bello
Starwood Invests $10 Billion in Real Estate in the AI Era: PE and REITs Accelerate the Pivot
The largest independent real estate PE fund redirects $10B toward data centers and compute infrastructure. After the Digital Realty/Blackstone deal, all institutional capital is shifting.
Jul 2, 2026 at 10:19 9 11
