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
Warsh: AI Has "Immense Implications" for Rates – Framework Signal or Smokescreen?
The Fed chair considers artificial intelligence decisive for the future of rates. Behind the statement: a central banker securing flexibility in an environment impossible to model.
yesterday 8 9
Aisha Bello
Q3 2026, Day 1: Laggards Take the Lead, Sector Rotation Settles In
The Nasdaq had posted a +21% gain in Q2. On July 1st, its victims are bouncing back. The early-quarter rotation raises the real question: is this tactical or structural?
Jul 1, 2026 at 22:47 8 8
Eleanor Whitfield
Samsung and SK Hynix Double Down on AI Chips: The Paradox of the Semiconductor Cycle
The two Korean giants are massively investing in HBM chips for AI - as signs of oversupply accumulate on standard DRAM. Structural bet or cycle error?
Jul 1, 2026 at 09:39 7 8
Arjun Mehta
Nasdaq +21% in Q2 2026: The Anatomy of a Paradoxical Rally and Signals for Q3
The Nasdaq posted its best quarter since 2023—while wiping out $2.3 trillion from the Mag7 in June. How to reconcile these two facts, and what do they suggest for what's next?
Jul 1, 2026 at 09:37 8 10
Eleanor Whitfield
Magnificent Seven: $2.3 Trillion Wiped Out in June 2026 – The Price of the Great Rebalancing
The worst monthly close for tech mega-caps since 2022: in thirty days of June, the seven Nasdaq giants collectively lost $2.3 trillion. A major market signal at the opening of H2 2026.
Jun 30, 2026 at 16:47 8 9
Eleanor Whitfield
ARK buys $43.5M in crypto shares: contrarian signal or falling knife?
Cathie Wood bets on crypto downturn to accumulate Coinbase, Circle, and ecosystem companies—a institutional wager on post-MiCA consolidation amid a bearish microstructure.
Jun 30, 2026 at 10:08 11 11
Lars Eriksson
**Strategy allows BTC sales to buy back its shares: when the Treasury model cracks under pressure**
Strategy (formerly MicroStrategy) has authorized the sale of Bitcoin to fund share buybacks—a symbolic break from Saylor's "never sell" dogma. With BTC at $59,000 and negative funding rates, the mechanics of the Digital Credit Capital Framework deserve a cold analysis.
Jun 29, 2026 at 20:51 9 12
Yuki Tanaka
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
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
U.S. Military Demands Leave Asian Allies in Strategic Uncertainty
Washington urges Japan, South Korea, and the Philippines to double their defense budgets—a demand that generates as many industrial opportunities as it does regional geopolitical tensions.
Jun 25, 2026 at 22:34 11 10
Daniel Schmidt
Washington mobilizes on rare earths: the critical supply chain enters economic warfare phase
Discreet job offers in US federal agencies reveal a strategic acceleration on critical minerals. 85% dependence on Chinese refining, NdPr prices at ~$65/kg-below the profitability threshold for US mines. Washington is preparing a non-market intervention.
Jun 25, 2026 at 09:45 9 9
