Global TradFi & Macroeconomics

According to The Kobeissi Letter, U.S.-listed ETFs have attracted over $1 trillion in inflows year-to-date and are on track to exceed $2 trillion by year-end, marking a historic high. The projected inflow would represent a 33% increase from 2025's record, adding approximately $500 billion.

According to ChainCatcher, Aave founder Stani Kulechov announced that the protocol is expanding beyond crypto into traditional assets, launching securities lending and collateral lending services. The global securities lending market handles approximately $4.6 trillion in loaned securities

According to the Russian Defense Ministry on June 28, Russian forces struck an oil refinery serving Ukrainian military operations near Zaporizhzhia using Kamikaze drones, triggering a large-scale fire.

According to ECB Executive Schnabel, oil prices are expected to remain at elevated levels, with heightened uncertainty persisting in energy markets. Energy shocks pose a particularly severe impact on the eurozone economy, though the magnitude of the current disruption is less severe compared to

According to Bridgewater Associates' Q1 SEC 13F filing, the hedge fund opened new positions in four high-performing assets worth $145.22 million combined in the quarter ended March 31. The new stakes include Tower Semiconductor (TSEM) at $81.2 million, ASE Technology Holding (ASX) at $33.6 million,

According to BlockBeats, stocks of Intercontinental Exchange (ICE) and CME Group both hit oversold conditions this week, with both trading at an RSI of 24.4 (typically RSI below 30 signals potential near-term rebound). Investors sold off exchange operator shares amid concerns that perpetual

According to PANews, Aave announced on June 26 the expansion of its V4 protocol to support tokenized stocks and real-world assets, targeting the global securities lending market worth approximately $4.6 trillion. The on-chain lending model allows users to deposit tokenized equities such as AAPL and

According to BlockBeats, MicroStrategy's mNAV fell below 1 on June 27, meaning the company's market valuation is now lower than its Bitcoin holdings. The stock has plunged to around $82, down 85% from its November 2024 peak, bringing enterprise value to approximately $50.4 billion. With Bitcoin

According to Farside Investors, on June 27, Microstrategy's perpetual preferred stock STRC's price stabilization mechanism has largely broken down. STRC was issued at $100 and designed with mechanisms to push its price toward that target: higher

On June 26, Serbia hosted the RMB Forum in Belgrade, focusing on RMB cross-border settlement, RMB internationalization trends, and high-level opening of Chinese capital markets. The forum brought together approximately 120 participants from Serbian government departments, commercial banks, and

Consumer electronics companies face production crises as memory costs surge due to AI-driven demand. Mono Technologies co-founder Tomaž Zaman saw costs for 8 gigabytes of Micron DRAM jump from $35 to $300, forcing reconsideration of a second production run for 1,300 customers who placed $100

GE Vernova is expanding production of gas turbines at its Greenville, South Carolina plant to meet surging demand from AI data center operators. The company hired 200 workers last year and plans to add 300 more by the end of the year as hyperscalers including Amazon, Google, Microsoft and Oracle lin

According to CNBC, Apple and Microsoft announced significant price increases this week in response to a global memory chip shortage that has driven up component costs dramatically. Apple raised prices on a range of iPads and Macs, with CEO Tim Cook calling the memory situation a "hundred-year

According to CNBC, Kohl's posted its best comparable sales growth in four years in May following CEO Michael Bender's strategy to return to the retailer's core value proposition of proprietary brands, discounts, and reliable product availability. The company reported Q1 2026 revenue of $3 billion, e

According to Coinglass data cited by BlockBeats, Coinbase's Bitcoin premium index has remained in negative premium for 40 consecutive days as of June 27, currently at -0.1569%, signaling weakened U.S. market buying

According to Counterpoint, Apple is expected to hit record market share in iPhones, Mac, and iPads in 2026 as higher chip costs drive increased product pricing.

According to Farside Investors, U.S. spot Bitcoin ETFs experienced combined net outflows of $1.787 billion this week ending June 27. BlackRock's IBIT led the declines with $1.304 billion in net outflows, followed by Fidelity's FBTC with $315 million and Grayscale's GBTC with $135 million in outflows

Intel (NASDAQ: INTC) closed at $128.76 on June 26, 2026, capping a roughly 500% run under CEO Lip-Bu Tan since his appointment, according to Fortune. The U.S. government holds a 9.9% passive stake via an $8.9 billion investment, providing a strategic backstop for the chipmaker's costly foundry

According to CNBC, U.S. stock index futures fell sharply on Friday, with the technology sector leading declines as chip and storage stocks weakened. OpenAI is considering delaying its initial public offering to 2027, citing rising AI infrastructure costs, widening market volatility in AI-related

Peter Schiff claimed on his podcast that Strategy (MSTR), the Bitcoin treasury company led by Michael Saylor, has entered a 'death spiral' that will result in bankruptcy and a flood of investor lawsuits. Schiff cited the decline of Strategy's preferred stock, Stretch (STRC), below its $100 par