Market Overview
| Asset | Level | 1d Change | 7d Change | 30d Change |
|---|---|---|---|---|
| Global Crypto Market Cap | $2.36T | -1.33% | – | – |
| BTC | $69,203 | -1.73% | -8.50% | -23.81% |
| ETH | $2,040 | -1.75% | -8.41% | -34.58% |
| Dow Jones | 50,136 | +0.04% | +2.17% | +2.88% |
| S&P 500 | 6,965 | +0.47% | -0.06% | +0.47% |
| Nasdaq | 23,239 | +0.90% | -1.88% | -1.59% |
| VIX | 17.36 | -14.78% | +2.84% | +27.65% |
- U.S. equities advanced with the S&P 500 climbing 0.5% to 6,977 and the Nasdaq 100 rising 0.8%, as investors recalibrated AI concerns and piled back into beaten-down tech names; chipmakers advanced 1.4%, software ETFs extended their rally to nearly 7%, Nvidia added 2.5%, and Oracle jumped 9.6%; Alphabet’s planned $20 billion bond sale attracted over $100 billion in orders, signaling robust appetite for AI exposure, while Morgan Stanley noted fundamental tailwinds remain with tech projected to deliver 32% EPS growth in 2026; Wednesday’s jobs report (69,000 payrolls expected) and Friday’s CPI will shape Fed rate expectations.
- Taiwan has told Washington that its proposal to move 40% of Taiwan’s semiconductor supply chain is “impossible,” according to Vice Premier Cheng Li-chiun.
- Gold rose 2.4% to $5,083 as dip-buyers returned following last month’s rout, with China’s central bank extending gold purchases for a fifteenth consecutive month; Brent crude gained 1.3% to $68.93 on U.S. warnings about Iranian waters; the Australian dollar strengthened 1.1% to 70.93 US cents as the greenback weakened; Bitcoin wavered near $70,000 despite derivatives markets flashing warning signs with negative funding rates and declining open interest.
- The Stoxx 600 climbed 0.7% led by basic resources surging 2.9% on gold’s recovery above $5,000, with Rio Tinto, Glencore, and Anglo American gaining; industrials rose 1.7% on defense strength, banks climbed 1.3% led by UniCredit’s 6.4% jump on new targets, while STMicroelectronics surged 9.5% on AWS ties and construction closed at an all-time high.
US Spot ETF Flows
| Asset | Daily Inflow | Daily Change | Weekly Inflow | Total Assets | Daily Volume |
|---|---|---|---|---|---|
| BTC ETFs | $145.0M | -60.9% | $145.0M | $90.1B | $4.5B |
| ETH ETFs | $57.0M | -440.7% | $57.0M | $12.4B | $1.2B |
| SOL ETFs | $-15K | -99.9% | $-15K | $733.2M | $36.5M |
US BTC Spot ETF Flows
US ETH Spot ETF Flows
US SOL Spot ETF Flows
Crypto Liquidations Summary
| Liquidation Type | Value | % of Total | 24h Change |
|---|---|---|---|
| Total Liquidations | $292.55M | – | $-49.21M (-14.40%) |
| Shorts | $126.52M | 43.2% | $-113.23M (-47.23%) |
| Longs | $166.03M | 56.8% | $+64.02M (+62.76%) |
| BTC | $127.80M | 43.7% | $-87.85M (-40.74%) |
| ETH | $84.86M | 29.0% | $+19.92M (+30.67%) |
- Binance added $300 million in Bitcoin to its SAFU reserve, increasing the fund’s value to over $720 million.
- Michael Saylor’s Strategy bought 1,142 BTC for $90M last week at an average $78,815, lifting its total holdings to 714,644 BTC with an overall average cost of $76,056 despite recent price dips.
- Bitcoin miner Cango sold 4,451 BTC for about $305M to cut debt, shore up its balance sheet, and fund a strategic shift toward AI and high-performance computing, accelerating its pivot away from pure mining after weather disruptions and declining Bitcoin reserves.
- BitMine, backed by Tom Lee, buys 40,613 ETH during last week’s market sell-off, doubling down on its Ether strategy despite facing multibillion-dollar unrealized losses.
- Polymarket sues Massachusetts, claiming states can’t regulate CFTC-approved prediction markets, arguing federal approval preempts state authority, according to their federal court filing.
- Bitcoin holders sold 245,000 BTC as the price fell under $60,000 last week according to data from Glassnode and CryptoQuant.
