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 wants the Fed to talk less. Wall Street is listening even harder.
Kevin Warsh advocates for discretion at the Fed. Paradoxically, this stance itself sends a strong hawkish signal to bond markets.
Jul 2, 2026 at 10:17 8 10
Heinrich Vogel
British Columbia vs a gold miner: when the state "withdraws" mining rights - and what it says about jurisdictional risk
A British Columbia gold miner is suing the province for revoking his mining rights. This niche dispute illustrates a systemic risk often underestimated in mining investment: jurisdictional risk in "safe" countries.
Jun 23, 2026 at 04:29 8 4
Lucia Ferraz
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
Lawsuit Against Eagan (Minnesota) Data Center Moratorium: The Legal Front of the AI Battle Opens
A real estate developer is suing the city of Eagan (Minnesota) to lift its moratorium on AI data centers. A new legal front that complicates the deployment of hyperscalers, while a 900-acre project is announced in Iowa.
Jun 29, 2026 at 20:49 10 12
Arjun Mehta
IBIT: BlackRock's Bitcoin ETF Holders Show 40% Unrealized Loss
Launched with great fanfare in January 2024, BlackRock's spot Bitcoin ETF (IBIT) now shows an average unrealized loss of 40% for its holders. A sentiment signal to interpret with method.
Jun 29, 2026 at 20:49 11 14
Lars Eriksson
Japanese Banks: The Flight from JGBs as the BOJ Withdraws
As the BOJ scales back its government bond purchases, Japanese commercial banks hesitate to step in—a strain that threatens the stability of Japan's sovereign financing.
Jun 25, 2026 at 22:34 11 9
Heinrich Vogel
Cobalt & EV: The Phantom Supply Risk Resurfaces Despite the Rise of LFP
While EV registrations rose by 3.2% in May in the EU and the first mega battery recycling plant opened in British Columbia, OilPrice.com notes that cobalt remains a critical supply risk for premium EVs-a vulnerability that the rise of LFP only partially addresses.
Jun 25, 2026 at 03:01 12 9
Lucia Ferraz
Bitcoin: Funding Rate at Two-Week High - Microstructure Speaks Before Price
The Bitcoin perpetual contracts funding rate has just reached a two-week high. This microstructure signal often precedes directional movements-but interpreting it requires distinguishing between healthy momentum and excessive leverage.
Jun 23, 2026 at 08:52 10 5
