emilyvuong

🔥Strategy raises an additional $467M, third consecutive week without buying Bitcoin
An 8-K filing on 13/07 confirmed that Strategy continues to stay out of the BTC market, focusing all efforts on strengthening its cash reserve fund:
- Sold 4.8M MSTR shares via the ATM channel in the week of 06–12/07, netting $466.7M — all deployed into the USD Reserve, lifting the fund from $2.55B to $3B (+18% in just 1 week)
- Did not buy more BTC for the third consecutive week. The most recent purchase was on 22/06 with only 520 BTC (~$35M)
- The $3B fund is currently sufficient to cover 20.4 months of pre

🔥Short-term holders are willing to let go with $BTC : 32.8K BTC pushed to exchanges at a loss
🔴In just the past 24 hours, the short-term holder group (STH — holding $BTC <155 days) transferred 32,800 BTC to trading exchanges at a loss, equivalent to about $2B based on the current price. This is the largest stop-loss event in the last 2 weeks (previously, ~50K BTC was sold at a loss when BTC broke below the $60K range).
🔴The average cost basis of the STH group is ~$69K , while the LTH group’s is still around ~$49.7K and has not yet been threatened.
🔴What’s important is that this sell-

🔥U.S. CPI in June beats expectations unexpectedly well
🔴BLS has just released June inflation data, which is so good for the market it’s almost unbelievable:
- Headline falls 0.4% MoM (forecast -0.2%), bringing annual inflation back to 3.5% from 4.2% in May—the sharpest month-over-month decline since April 2020
- Core CPI is flat at 0.0% MoM (forecast +0.2%), taking the 12-month increase to 2.6% from 2.9%
- Energy tumbles 5.7% during the month; gasoline falls 9.7% after crude oil drops more than 20% thanks to the U.S.-Iran ceasefire order on 17/6
- Especially, Shelter rises only 0.1%, food +0

🔥Korea’s stock market goes through a “black Monday,” with KOSPI shedding nearly 9%
KOSPI fell 669 points (-8.95%) to 6,806.93, wiping out ~$310B of market capitalization. South Korea’s stock market triggered the trading halt mechanism for the 7th time this year—in the history of KOSPI, it has only been triggered a total of 13 times.
Focus on SK Hynix
- Down 15.37%—its worst session in 17 years—losing ~$200B in value, and down 38% from the peak on 25/06
- The plunge came just 3 days after its ADR debuted on Nasdaq, raising $26.5B—the largest-ever U.S. IPO by a non-U.S. company.
-> The price

🔥Bitcoin and Ethereum ETF inflows return after 8 weeks: Has the bottom come close?
For the week ending 10/07, spot ETF flows in the US officially turned positive again after a streak of long, record-breaking capital outflows:
- BTC ETF: +$197.4M — first positive week since early May, ending an 8-week consecutive negative streak (the longest since launch)
- ETH ETF: +$84.4M — also ends an 8-week outflow streak
-> Total net assets rebound: BTC ETF up to $77.42B, ETH ETF up to $9.59B as Fed Warsh signals that inflation risks are cooling, alongside a weaker jobs report that reinforces expectation

🔥Top 10 US stocks now account for 43% of the S&P 500
The current top 10 largest companies account for 43% of the S&P 500’s market cap, near the all-time high. This figure has stayed above 40% for the past 12 months.
A decade ago, this share was only about 18–20%, meaning it has doubled within just 1 decade. By contrast, the smallest 250 companies in the index now account for only ~7% of market cap, the lowest since at least 2014, down by half versus 10 years ago.
-> The top 10 are valued at more than 6 times the total of the smallest 250 companies combined. At the peak of the dot-com bubble i

🔥BTC and the July effect: Price-up history supports it
July is one of the best months for BTC, with average returns of ~7.5-8%, a median of ~8%, and green closes in 11/15 of the most recent years
In particular, July stays green even in bear markets: +21% in 2018, +17.7% in 2022—both after very red June months
The 2026 scenario is repeating that structure: June fell 20.5% (the worst month of the year), BTC formed a bear-market bottom at $57.7K at the end of June, then rebounded ~11% to the $63-64K zone.
If it repeats the 17-21% gain from 2018/2022 from the current level, BTC would return to $7

🔥Gauntlet: Risk governance infrastructure for on-chain finance
DeFi has built lending markets, stablecoins, and tokenized assets. But for institutional capital flows to operate on blockchain, the market still needs an important layer of infrastructure: risk governance.
Gauntlet was founded in 2018 and specializes in developing quantitative models, simulation tools, and self-custody vault systems. On 9/7/2026, the company announced it had completed a $125M Series C round led by SBI Holdings.
🔴How does Gauntlet operate?
Gauntlet uses on-chain data to assess liquidity, price volatility, the qu

🔥Fed Williams: Committed to bringing inflation back to 2%, energy prices have peaked
Statements by New York Fed Chair Williams:
- Not expecting energy prices to rise for the rest of the year, even if Middle East conflict flares up again. “The market still expects oil prices to fall over the next 6-12 months; that is a reasonable baseline scenario. Energy prices are likely around their peak and will cool over time”
- Stressed that inflation is still “too high”; the Fed focuses on the risk of keeping prices stable. May PCE: 4.1%, core PCE: 3.4% — far above the 2% target
- The Fed is closely mon

🔥BNB Chain's new Layer 1: Expanding the ecosystem or competing with itself?
🔴BNB Chain has just announced its H2/2026 roadmap, focusing on a brand new layer-1 for high-frequency AI Agent transactions. Testnet end of 2026, mainnet early 2027.
🔴Target specifications:
- Over 100,000 TPS via parallel execution, with a long-term target of 1 million TPS
- Pre-confirmation under 50ms, finality under 1 second
- TxStream: remove public mempool, block MEV and front-running from the root
- PriorityLane: dedicated bandwidth for oracles, bridges, liquidations
🔴Will the new chain drain liquidity from BS

🔥Big Tech's AI CapEx is about to surpass US defense spending
AI CapEx of Alphabet, Amazon, Meta, Microsoft, and Oracle is expected to reach 2.5% of US GDP in 2026, up from 1.5% in 2025.
By 2027, this figure is expected to rise to 3.2% of US GDP - surpassing US defense spending (~2.7% of GDP) for the first time in history.
5 tech CEOs are deciding to allocate capital for AI infrastructure on a scale larger than the national defense budget - a sign that the AI race has moved beyond the ordinary "corporate spending" category, becoming a factor shaping the structure of US GDP.

🇻🇳Vietnam launches AI model V-LLM: Leading in political analysis, topping V-Bench ranking
On July 6, VinUni announced V-Bench - a benchmark set evaluating Vietnamese language capability of LLMs, built on over 40,000 questions. Initial results with 15 models:
- V-LLM v1 (Vingroup): 68.00 points - ranked first
- Gemini-2.5-Flash (Google): 58.80
- Qwen3-235B Thinking (Alibaba): 58.23
Vietnam officially has a name on the LLM map. Detailed scorecard
- Basic Politics: 99.7 - near perfect, highest in the table
- Logic: 32.9 - lowest in the top 7.
The model is nearly perfect in textbook knowledge, b

🇻🇳Vietnam joins the AI model race: V-LLM launches, tops V-Bench ranking
On July 6, VinUni announced V-Bench - a benchmark set to evaluate the Vietnamese language capabilities of LLMs, built on over 40,000 questions. Initial results with 15 models:
- V-LLM v1 (Vingroup): 68.00 points - ranked first
- Gemini-2.5-Flash (Google): 58.80
- Qwen3-235B Thinking (Alibaba): 58.23
Vietnam officially has a name on the LLM map. Detailed score card
- Basic Politics: 99.7 - near perfect, highest in the table
- Logic: 32.9 - lowest in the top 7.
The model is nearly perfect on curriculum content, but reasoni

🔥Lean Ethereum - Vitalik has truly gotten serious about reviving $ETH
Vitalik announces the 'Lean Ethereum' roadmap update - a fan calls it the third biggest 'protocol overhaul' in Ethereum history, after only The Merge.
🔴Three core changes:
- Verification switches to recursive STARKs instead of direct re-execution, becoming an official core component of the protocol - while all parts vulnerable to quantum computers will be replaced with post-quantum secure solutions. The priority for quantum security has increased sharply; quantum-safe blob design becomes an urgent item.
- State structure i