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
SpaceX: The Mega Leap Deal and the Never-Resolved Question of Governance
The Financial Times analyzes the "leap of faith" behind SpaceX's mega bond deal—a debt raise without audited accounts, without public governance, based solely on Elon Musk's reputation. A model that raises growing questions for institutional investors.
Jun 29, 2026 at 17:16 13 14
Daniel Schmidt
PBoC: First Overnight Reverse Repo and Industrial Profits Up 18.8% - Expanding the Toolkit
On June 29, 2026, the People's Bank of China introduced for the first time an overnight reverse repo instrument while keeping the 7-day repo rate stable. Meanwhile, industrial profits surged by +18.8% in May. Two signals to decode within the logic of China's supply-side model.
Jun 29, 2026 at 09:03 9 10
Heinrich Vogel
Marvell, Micron, Coherent: The AI Semiconductor Rebound Masks a Structural Market Reshaping
Three signals in 24 hours on AI semiconductors - Marvell +$5B in guidance, Micron beats Nvidia on a key indicator, Coherent repositions on compute deflation. June's tech sell-off gives way to brutal selectivity.
Jun 28, 2026 at 15:39 9 8
Eleanor Whitfield
Week of June 30: Quarterly close, rebound in sowing, and FOMC on the horizon - the market calendar
The final week of the quarter focuses on three critical events: the technical close on June 30, the rebound in AI semiconductors, and the approach of the July FOMC. Wolfe Research remains bullish on H2.
Jun 28, 2026 at 15:37 13 19
Eleanor Whitfield
Bitcoin: The contrarian indicator hits the floor zone - towards a rebound or bearish extension?
Fear & Greed below 30, negative funding rates, declining spot volume: capitulation signals are piling up for Bitcoin. But ETF flows have remained at zero for three sessions, depriving the market of its main bullish catalyst.
Jun 24, 2026 at 10:00 8 6
Lars Eriksson
Bitcoin searches for its floor at $63,600: funding rates, altcoin season, and rebound traps
On June 23, 2026, a paradoxical signal lit up on crypto markets: the "altcoin season" indicator flashed-but it was Bitcoin's drop to $63,600 that triggered it. What the market structure is truly signaling.
Jun 23, 2026 at 12:40 11 5
Yuki Tanaka
Gold and central banks: the WGC 2026 survey confirms a structural accumulation cycle
90% of the central banks surveyed cite inflation hedging, long-term performance, and diversification away from the dollar as reasons for their gold purchases. A structural anchor, not cyclical.
7 h ago 6 7
Heinrich Vogel
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.
22 h ago 8 8
Eleanor Whitfield
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
NFP June 2026: Disappointing Jobs, Deceptive Unemployment - The Fed Trapped Ahead of the FOMC
The U.S. employment report for July 3 presents an end-of-cycle paradox: job creation is slowing, but the unemployment rate is falling—not due to economic strength, but because of a shrinking labor force linked to tighter migration policies. Markets are relieved, but Warsh's Fed doesn't have a free hand.
yesterday 9 13