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
Solana +19% on Securitize listing: tokenization validates a secondary rail
The listing of an entity linked to Securitize on NYSE boosts SOL by 19%. The market is betting on Solana as the preferred institutional tokenization rail, alongside Ethereum.
7 h ago 4 4
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
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
Together AI Raises $800M at $8.3B Valuation: The Race for GPU Neoclouds Enters a New Phase
When compute is scarce, whoever controls it sets the rules. Together AI has just proven this with an $800 million funding round.
Jul 1, 2026 at 22:49 8 8
Arjun Mehta
MiCA D-Day: Binance Suspended in the EU, the Great European Crypto Market Shutdown is Complete
On July 1, 2026, Europe shifted into the era of regulated crypto. Binance is out. Coinbase, Kraken, and Paymium are in. The market will never be the same again.
Jul 1, 2026 at 22:49 8 9
Lars Eriksson
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
Nasdaq Brings Its Market Data On-Chain via Pyth: Institutional Data Enters the DeFi Layer
For the first time, Nasdaq's proprietary data feeds are circulating natively on public blockchains—a further piece in the infrastructure of a hybrid TradFi/DeFi finance system.
Jun 30, 2026 at 23:26 5 9
Elena Fischer
Spiko links its EU-regulated T-bills to Coinbase's stablecoin rails: tokenization shifts to payment mode
A lock has just been broken: Spiko connects its regulated money market funds (European T-bills, AMF-approved) to Coinbase's stablecoin infrastructure - first T+0 on-chain settlement for a regulated European fund, the day after MiCA comes into force.
Jun 30, 2026 at 16:47 12 11
Elena Fischer
Digital Realty acquires Blackstone's data centers in Virginia for $3.5 billion: the major consolidation of AI real estate
The most significant transaction of the year in digital real estate: Digital Realty acquires three Blackstone data centers in Virginia for $3.5 billion, setting a benchmark at $1.17 billion per site in a market with frozen permits and GPUs at 85% utilization.
Jun 30, 2026 at 16:47 9 8