emilyvuong

BlackRock's ETF investors $IBIT sold a net of $317.1M just this week.
BlackRock currently holds a total of $64.34B in BTC purchased at an estimated average price of $83,200.

There is a viral rumor on social media that Trump did not eat any dishes at the Chinese banquet table. Throughout the trip, Trump only ate food prepared by the White House chef.
Netizens speculate that this is to prevent the possibility of tiny nano devices being inserted into the food.
Even the staff pouring wine for Trump was replaced by American secret agents.
If this is true, it’s not surprising; raising glasses and clinking cups at the lively banquet is just stage diplomacy.
Below is the covert power struggle between the two superpowers, with no genuine connection or warming of re

Between the Trump - Tập meeting, across the ocean, a U.S. aircraft is parked on the runway at Havana Airport in Cuba.
The U.S. government has an entire dark fleet—unmarked planes with no "United States of America" lettering on the fuselage—used to support covert meetings without drawing attention.
Simply put, the U.S. wants to say, "we're here."
On the CIA website as well, it states that CIA Director John Ratcliffe held a meeting in Cuba.

📍U.S.-China Meeting: Stage Diplomacy, the Main Story Still About Taiwan
📌 After a grand reception, during the first bilateral talks at the Great Hall of the People:
🟠 The two sides agreed to build the US-China relationship framework along the path of “constructive strategic stability” over the next three years.
-> China wants to frame the competition: Still competing, bargaining over interests, but not crossing the line into conflict.
🟠 Xi Jinping calls Taiwan the most important issue in US-China relations, Xi says "if the US mishandles it, the two countries could fall into conflic

🚨 Crypto funds recorded +$858M inflow last week, marking the sixth consecutive week of capital inflows.
Over the past 6 weeks, investors have poured +$4.7 billion into crypto funds. These funds have experienced inflows in 10 out of the last 11 weeks.
- Bitcoin +$706M inflow last week, bringing the total inflow since the beginning of the year to +$4.9 billion.
- Ethereum, Solana, and XRP with capital flows of +$77 million, +$48M , and +$40 million respectively.
Meanwhile, short Bitcoin funds were withdrawn -$14 million, the largest weekly outflow since the beginning of 2026. Market s

🚨 South Korea wants to share the "AI dividends" with all citizens, KOSPI drops 5%
📌 The South Korean presidential policy advisor proposes using a portion of the profits and tax revenue from the AI boom to give back to the people in the form of a "citizen dividend".
📌 His argument is that the benefits of AI today are not only from a few semiconductor corporations but are built on a national industry accumulated over many decades. Therefore, a part of the gains should be redistributed to society.
📌 The market is concerned about an "unusually high" profit tax targeting Samsung and SK Hy

🚨 Crypto funds recorded +$858M inflow last week, marking the sixth consecutive week of capital inflows.
Over the past 6 weeks, investors have poured +$4.7 billion into crypto funds. These funds have experienced inflows in 10 out of the last 11 weeks.
- Bitcoin +$706M inflow last week, bringing the total inflow since the beginning of the year to +$4.9 billion.
- Ethereum, Solana, and XRP with capital flows of +$77 million, +$48M , and +$40 million respectively.
Meanwhile, Bitcoin short funds were withdrawn by -$14 million, the largest weekly outflow since the beginning of 2026. Marke

🔥Ethereum Foundation Launches Clear Signing
@ethereumfndn just announced Clear Signing to address the biggest issue in Web3 wallets: users must sign transactions without verification of who they are granting permissions to, and with how much assets.
With Clear Signing, wallets can display transactions more clearly: which token is swapped for which, how much money is sent, what assets are received, which contract is approved, token usage limits... Simply put, users will know what they are signing before pressing confirm.
This feature is quite basic but has been a UX vulnerability that ha

🚨 US CPI returns to the highest level since May 2023
📌 April CPI increased +3.8% YoY (higher than the forecast +3.7%) and surged compared to +3.3% last month.
Month-on-month, CPI +0.6% MoM, slightly lower than last month's +0.9% in March but still quite high compared to the average.
📌 Core CPI +2.8% YoY also higher than the forecast +2.7% (last month +2.6%).
Month-on-month, Core CPI +0.4% MoM, higher than the forecast +0.3% and double the +0.2% of March.
📌 It's no surprise that the largest contribution comes from energy. The BLS recorded energy prices up +3.8% MoM (gasoline 5.4%,

🚨A WEEK FULL OF UPHEAVAL COMING SOON
📌 Monday: Kevin Warsh officially becomes the new Fed Chair
📌 Tuesday: The US releases CPI
📌 Wednesday: The new Fed Chair delivers remarks
📌 Thursday: The Fed updates its balance sheet
📌 Friday: Trump and Xi hold an official meeting in Beijing.
A week with too many important events.

Despite the sensational headlines on X, the market is not reacting to the rumors about "Hantavirus".
Polymarket is pricing only an 8% chance that #Hantavirus will become a "pandemic" by 2026.

🚨 @Circle raises funding $222M for Layer-1 Arc, valuing FDV at $3B
📌 Circle—the issuer of USDC—has just successfully raised $222M through the ARC token presale, the native token of the Layer-1 blockchain Arc.
📌 This round brings Arc’s FDV to approximately $3B, making it one of the largest fundraising deals in crypto in 2026 to date. The funding round was led by a16z with $75M, with participation from BlackRock, Apollo Funds, Intercontinental Exchange (the parent company of NYSE), SBI Group, Standard Chartered Ventures, ARK Invest, Haun Ventures, and many other major funds.
📌 Arc is

📍China's crude oil imports in April decreased by 20% MoM to 8.2 million barrels per day — the lowest level in over 2 years.
📌Compared to the pre-war period, import volumes have decreased by approximately 30%, equivalent to 3.5 million barrels per day from the 11.7 million barrels per day level.
📌This figure is nearly equal to Japan's entire daily oil consumption, and twice the amount of oil passing through the UAE pipeline to avoid the Strait of Hormuz.
📌Notably, Chinese oil companies are also reselling crude oil to Europe and even Asia. This indicates that China's inventories remain

🔥 Defensive stock interest is at its lowest level in decades. The whole world is caught up in the AI frenzy.
📌 The defensive stock segment has never been ignored like it is right now:
- The Healthcare sector currently makes up only 8.3% of the S&P 500’s market capitalization—the lowest since 1994.
- This share has fallen by about -50% since 2022.
At the peak of the Dot-Com bubble in 2000, healthcare still accounted for roughly 9% of the index’s value. That means the market is now valuing the defensive sector even lower than during the most extreme tech boom period in history.
📌 Co

📍Coinbase missed expectations in Q1, the downtrend has caused the company to incur heavy losses
📌Coinbase reports Q1/2026 worse than expected as the crypto market experiences high volatility, leading to weakened spot trading activities.
📌 Total revenue only reached $1.40B (forecast around $1.49B-$1.56B).
Trading revenue reached $755.8M, below the expected $805.2M and sharply down compared to the same period -> This remains Coinbase's core business, so when spot volume declines, the entire report immediately worsens.
📌 Subscription & services revenue reached $583.5M, also below the

📍NFP in April again exceeds forecasts
📌U.S. non-farm payrolls in April increased by +115K jobs (far above the forecast of only +65K).
March was revised from +178K to +185K, but February was revised downward from -133K to -156K.
The total for the 2 months was adjusted lower than the previous report by -16K.
📌Job gains came mainly from defense and service sectors, such as education - healthcare +46K, transportation - warehousing +30K, retail +22K, and entertainment - lodging +14K.
More cyclical-sensitive sectors weakened: finance -11K, government -9K, manufacturing -2K.
Government

💥Micheal Burry - the legendary short seller says the market is resembling the period a few months before the dot-com bubble burst

📍First time in history, SPX call options in ONE DAY reached $2.6T
📌The total notional value of traded call options reached approximately $2.6 trillion. Among them, 0DTE volume accounts for about 59%, meaning most of the money is going into short-term options.
📌However, this $2.6T is not real money used to buy stocks but the notional value of options linked to the SPX index -> it is speculative.
📌When many people buy calls, market makers are the sellers of calls, so they have to hedge their risk.
If market makers are in a short gamma position, the more SPX rises, the more they have