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.
7 h ago 6 6
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
Merz unveils €10 billion in tax relief: Germany's budgetary awakening changes the ECB equation
Germany's budgetary golden rule gives way. 10 billion euros in tax relief, a decision that reshuffles the cards between Berlin, Frankfurt, and the European bond markets.
Jul 2, 2026 at 16:36 9 11
Heinrich Vogel
AeroVironment Crushes Q4 Forecasts: Tactical Drone Enters a Supercycle
AVAV soars after record results. The market validates the thesis: tactical drones have become a permanent budget line for Western armies.
Jul 2, 2026 at 10:17 8 8
Daniel Schmidt
Microsoft and the AI sell-off: opportunity or value trap at the start of H2?
The market is penalizing Microsoft's AI capex spending before monetization is proven—a structural warning for all of Big Tech at the start of H2 2026.
Jun 30, 2026 at 10:08 10 11
Eleanor Whitfield
Strategy Adopts a Digital Credit Capital Framework: Up to $1.25 Billion in Bitcoin at Stake
MicroStrategy, now renamed Strategy, reaches a new milestone in its crypto bet: the company adopts a financial framework allowing it to sell up to $1.25 billion in Bitcoin, shifting from a "passive Bitcoin treasury" model to active balance sheet management—an ambiguous signal in a pressurized market.
Jun 29, 2026 at 17:15 11 11
Yuki Tanaka
BIS: AI Spending Boom Threatens Global Financial Stability
The Bank for International Settlements sounds the alarm: massive investments in AI could form a capital bubble likely to crash markets and trigger a recession—a warning that resonates as the U.S. Moratorium Act puts pressure on the sector.
Jun 29, 2026 at 17:15 8 11
Arjun Mehta
Ethereum Foundation: After Layoffs, Funding Risk Resurfaces
Three weeks after restructuring 20% of its workforce, a former executive of the Ethereum Foundation warns of a structural funding gap linked to the drop in ETH and the governance transition.
Jun 26, 2026 at 23:03 16 17
Lars Eriksson
China: The Failure of Rebalancing – A Structural Risk for Global Capital Flows
Since 2013, Beijing has promised a pivot to domestic consumption. In 2026, Stephen Roach's (Project Syndicate) verdict is unequivocal: the rebalancing has failed. This structural misalignment weighs on global markets as a whole.
Jun 26, 2026 at 15:55 18 15
Heinrich Vogel
Bitcoin and Ethereum: Traders Anticipate More Pain After Monthly Losses Exceeding 20%
With drops exceeding 20% in June 2026, BTC and ETH posted their worst month since late 2022—and the derivatives structure signals that the market has yet to capitulate.
Jun 25, 2026 at 22:35 12 12
Yuki Tanaka
Magic Internet Money drops 50% below its peg: Abracadabra declares emergency
Abracadabra's algorithmic stablecoin MIM collapses to $0.50—a debacle illustrating the systemic risk of synthetic-collateral stablecoins during market stress.
Jun 25, 2026 at 22:34 12 10
Yuki Tanaka
THAAD ×4 and E-7 Wedgetail: U.S. Congress Revives Defense Production at Full Speed
$35 billion to quadruple THAAD production, $1.55 billion to revive the E-7 Wedgetail: Washington approves an industrial remilitarization unseen since the Cold War.
Jun 25, 2026 at 22:34 13 10