emilyvuong

🔴This is the ranking of the richest people in the crypto market.
The wealth of CZ alone equals the combined wealth of the remaining 19 people.
The total wealth of the #2 đến #20 is approximately $108.7B - almost exactly equal to $107B that of CZ.

🔴BlackRock just deposited 7.432 bitcoin:native ($446M) onto Coinbase Prime today - the largest net withdrawal of bitcoin:native in a single day ever for #BlackRock.
US spot Bitcoin ETFs had net withdrawals of $1.79B last week - confirming the second largest outflow week in history (record is $2.61B in the last week of February 2025), and the 7th consecutive withdrawal week, the longest ever.
Investors $IBIT are losing an average of about 40%, while exactly one year ago this figure was +30%.
IBIT still has cumulative inflows of over $60.7B but its NAV is now only about $44.4B.
Ethereum ETFs ar

⚡️ Foreign capital inflows into the US set a record, fully refuting the “Sell America” thesis
Net capital inflows into US stocks from foreign investors reached $883.9B—an all-time high (3 times higher than in early 2025).
In the same period, foreign private investors alone bought $763 billion worth of US stocks—also a record.
If bonds (Treasury + corporate debt) are included, total foreign capital inflows into the US rise to $1400B. This is official data from Treasury International Capital—absolutely not an estimate.
This is a slap in the face to economists who argue that the “Sell Ame

🔥Maybe after the AI craze, the next trend will be robotics (not crypto)
Investment in Robotics sets a record $16.3B in Q1 2026, after 4 years of flatness.
This boom comes exactly 2 years after AI LLM models experienced a similar funding boom in 2023-2024.
Why do robots have to wait for AI to go first?
- Robot hardware is not new; Boston Dynamics has been doing it since 1992.
- What has been missing for 30 years, causing slow progress in the robotics industry, is the brain for robots.
-> Jensen Huang calls this the "ChatGPT moment of the robotics industry"; robotics is exactly recreating the A

🔴Fed Kashkari: Expected to have 1 interest rate hike this year
Minneapolis Fed President Neel Kashkari just reversed his stance, from forecasting 1 rate cut (March) to forecasting 1 rate hike by end of 2026.
Kashkari, previously seen as one of the most dovish Fed members, has now turned hawkish. He believes inflation comes not only from oil prices but also from tariffs pushing up import prices, disruption of fertilizer supply through Hormuz, and massive CapEx into AI driving up prices in many sectors. For 2027, he forecasts rates to remain unchanged rather than cut.
NY Fed President Williams

🔥How Bitcoin has changed through 16 adjustments from 2010 to now:
The table below is a summary of all 16 major drawdowns of Bitcoin from September 2010 to June 25, 2026, including the current one which hasn't ended yet.
The general rule is still crash then recover, however there are 2 rules that can be drawn for the next season.
🔴1. The magnitude of declines has narrowed, but not linearly
- 2010-2015: Bitcoin crashed almost to zero (9/14/10 down -94%, 6/8/11 down -94%, 11/30/13 down -85%). This was the early stage of the market with thin liquidity.
- 2017-2021: The corrections were only -30%

🔴BTC falls below $60K for the first time in 20 months
Total liquidation volume in 24h reached $1.5B (even more if today ends), with long liquidation over $1B.
This figure becomes the second largest liquidation event in history, only behind the liquidation on 10/10/2025.
Can it get worse? Historical data shows that the bear market bottom is only marked when the market is most bored, not when it is most fearful.
There is still several months of sideways grinding before things change (if the 4-year cycle still holds).

🔴May Core PCE highest since October 2023 - Warsh has even more reason to reinforce hawkish stance
Official data just released:
- Core PCE MoM: 0.3% for the month (in line with forecasts)
- Core PCE YoY: 3.4% - surged to highest since October 2023
- Headline PCE YoY: 4.1% - highest since April 2023, headline MoM +0.4%
- Personal Income and Personal Spending both +0.7% MoM
In the context of inflation driven by energy increases, Core PCE is clearly a more reliable indicator.
Even though the +0.3% MoM figure is "lower than expectations," the YoY 3.4% is the highest in 32 months -> the energy shoc

🔴Real income growth (adjusted for inflation) of Americans in April 2026 turned negative for the first time since 2022.

🔴Trump refuses to sign the largest housing bill since 1980
U.S. Congress passes "21st Century ROAD to Housing Act" by overwhelming margins: Senate 85-5, House 358-32 (veto-proof - enough votes to override a presidential veto). Key provisions:
- Cut NEPA procedures, accelerate project approvals
- Reward localities that build more housing, cut CDBG for slow localities
- Limit investment funds owning ≥350 homes from purchasing more single-family homes
- Pilot FHA loan guarantees <$100K
- Promote prefabricated, modular, and ADU housing
- Raise RAD cap by an additional 100,000 units
- Ban Fed from

🔴Trump refuses to sign the largest housing bill since 1980
The US Congress passed the "21st Century ROAD to Housing Act" by an overwhelming margin: Senate 85-5, House 358-32 (veto-proof - the passing vote ratio is high enough that the president cannot veto). Main content:
- Cut NEPA procedures, accelerate project approvals
- Reward local governments that build more housing, cut CDBG for slow local governments
- Limit investment funds owning ≥350 homes from purchasing more single-family homes
- Pilot FHA loan guarantees <$100K
- Promote prefabricated, modular, ADU
- Raise RAD cap by 100,000 un

🔴Starmer announces resignation - Trump predicted this months ago
You just witnessed the seventh UK Prime Minister in 10 years resign.
Last Sunday, Trump posted on Truth Social: “Keir Starmer will resign as UK Prime Minister. He has failed badly on two very important issues - immigration and energy.”
The issue is that a few days earlier, Starmer had declared to the press, "I will stand firm, I will not go anywhere." Today, he officially announced his resignation, citing the Labour Party no longer trusts him enough to lead the next general election.
Trump and Starmer have had conflicts

🔴Semiconductor ETFs last week marked the highest inflow volume in history.
More than half of the ETFs with the highest trading volume in early June belong to the semiconductor group.
$SMH and $SOXX attracted a total of +$4.7B inflow — the largest weekly amount ever recorded.
Surpassing the previous week's record by approximately $1.8B.

🔴Buyback Big Tech sinks to 10-year lows — Who is swallowing all the cash in the market?
Q1/2026: The top 4 AI-using companies (Alphabet, Microsoft, Meta, Amazon); only Microsoft is still doing share buybacks. This $3.4B figure is also the lowest buyback level for this group in nearly 1 decade.
The reason is $725B CAPEX. The 5 tech giants have spent a total of $725B on AI in 2026, up 77% from the record $410B level in 2025:
- Microsoft: $190B
- Alphabet: $190B
- Amazon: $200B
- Meta: $125-145B (up 87-101% YoY compared with $72.2B in 2025) — the highest year-over-year percentage increas

🔴Semiconductor ETFs last week marked the highest inflow volume in history.
More than half of the ETFs with the highest trading volume in early June belong to the semiconductor group.
$SMH and $SOXX attracted a total of +$4.7B in inflows — the largest weekly amount ever recorded.
Surpassing the previous week's record by approximately $1.8B.