emilyvuong

🔥Global physical gold ETFs recorded net inflows of $3B in July, reversing two consecutive months of outflows and marking the highest level since April.
🔴Holdings increased by 23.5 tonnes to 4,068 tonnes, still 108 tonnes below the all-time high of 4,176 tonnes (27/02), while AUM rose 1% to $530B.
- Europe led with +$2B in inflows, driven by demand from the UK (+$875M) and Switzerland (+$657M)
- Asia saw +$616M, mainly from China as the CSI 300 had its worst month since 01/2016
- North America recorded only +$71M (0.3 tonnes) - remaining the only region with cumulative net outflows year-to

🔥Trump's company exits crypto, leaving CRO down 86%
🔴On August 7, Trump Media (DJT) and SPAC Yorkville announced the termination of the $6.42 billion CRO treasury fund plan announced exactly one year ago, citing "market conditions and changing business priorities."
🔴Acting CEO Kevin McGurn said the DAT market was saturated, not that the decision was due to regulatory pressure. The plan to integrate the prediction market Truth Predict into Truth Social was also scaled back. In May 2026, the company withdrew its Bitcoin and Ethereum ETF filings.
🔴Bitcoin: The Trumps bought the top and sold t

🔴The first Bitcoin spot ETF in the US is closing. Is this good news or bad news?
Hashdex DEFI is a Bitcoin ETF with $14.7M under management, compared with ~$70B for IBIT. This fund accounts for just 0.01% of the Bitcoin ETF market in the United States. It has just announced that it will close and fully liquidate by selling 200 BTC over 10 days.
At the same time, spot BTC ETFs saw net inflows of $244M over 24h, with IBIT receiving $197M. The first three sessions of August totaled $626M. Capital is not leaving Bitcoin ETFs; it is simply not flowing into Hashdex DEFI.
With a 0.25% fee on $14.7M

⚡️Retail's strongest tech selling in 7 years—money is still not flowing into crypto
Retail recorded approximately -$6.5B in net selling of the Information Technology sector in one week—the longest red candle since 2019, surpassing even the panic peak in March 2020. At the same time, the forward P/E of S&P 500 IT fell to 20.0x, the 4th percentile of the past 5 years.
Capitulation sentiment emerged just as the market fell to its lowest valuation range in 5 years—a typical bottom signal. The market then rebounded strongly, with the Dow Jones and S&P 500 reaching record highs in the two sessions o

🔴KOSPI sees the largest foreign capital inflow in history
🔴On July 31, KOSPI rose 17.91% to 6,595.45—the strongest gain in the history of the South Korean stock market. Samsung +27%, SK hynix +29.8%, with both hitting their upper price limits. Two records moving in opposite directions were confirmed:
- Foreign investors posted net purchases of ₩7.24T (~$5.0B)
- Retail investors posted net sales of ₩8.28T (~$5.8B)
🔴 KOSPI set an ATH of 9,114.55 on June 22, then crashed 38.6% in just over a month.
The cause was not macroeconomic factors but a massive margin call, as the Situational Awareness

🔥The U.S. household saving rate falls to 2.7%, the lowest since June 2022
🔴The U.S. personal saving rate fell by 0.1 percentage point in June, to 2.7%—the lowest level since June 2022.
🔴This is the fifth consecutive month of decline, bringing the cumulative decrease to -1.7 percentage points. It is also the fourth-lowest reading in history since April 2008, during the Financial Crisis period.
🔴For comparison, the average saving rate was about 5.5% during 2014–2019. The only period in modern history with similarly low saving levels was 2005–2007, when the rate ranged from 1.4% to 3.3%.
🔴U.

Strategy’s Q2 financial report: