Core Insights - Digital asset investment products experienced significant outflows of $1.17 billion last week, marking the second consecutive week of losses due to US economic uncertainty and October volatility [1] - The US market led global outflows with $1.22 billion, reflecting negative sentiment amid concerns over interest rate cuts and potential government shutdowns [2] - Federal Reserve Chair Jerome Powell's hawkish comments intensified market fears, leading to a shift away from risk assets, particularly in digital investment products [3] Outflows by Asset - Bitcoin faced the largest withdrawals of $932 million, indicating its sensitivity to US policy changes and investor reactions to economic conditions [6] - Ethereum also saw significant outflows of $438 million, despite previous inflows, suggesting mixed sentiment among institutional investors regarding its short-term outlook [7] - Short Bitcoin ETPs attracted $11.8 million in new funds, the highest since May 2025, reflecting growing concerns about potential headwinds for Bitcoin [7] Regional Sentiment - European markets displayed more optimism, with Germany and Switzerland recording inflows of approximately $91 million, contrasting with the negative sentiment in the US [3][4] - ETP trading volumes remained robust at $43 billion during the week, with a temporary slowdown in outflows due to hopes of averting a government shutdown [4] Notable Trends - Solana distinguished itself with $118 million in inflows, totaling $2.1 billion over nine weeks, indicating rising institutional demand [9]

The Fed just confirmed a 25 bps rate cut and markets are already moving. Some call it the start of a new risk cycle, others say it’s just caution in disguise.Inside CMC Topics, creators broke down what it means for crypto and risk assets 👇1/4 https://t.co/BEvtOe6Dx6 ...

RT Harry (@iharryonX)Bitcoin has pumped 8.5x to $126,000 from the bottom of $15,400 in November 2022.US stocks are at an all-time high.Gold added $15 trillion to its market cap.With massive liquidity, all these big assets are absolutely exploding. While ETH is struggling to break its 2021 ATH of $4800, and altcoins are making new lows every week.But here is the reason why it’s happening. If you look closely, investors are only betting on safe assets right now.Gold - Biggest store of valueBitcoin - digital g ...

I sat down with @JohnPompliano to discuss everything happening across the markets — bitcoin, gold, stocks, the Fed, and where things could be headed next.Are we going up or down? Should investors be worried or getting excited? And why retail investors might actually have an edge over institutions right now.Enjoy!YouTube: https://t.co/IlAdZySDCyApple: https://t.co/1u1HkPJQvYSpotify: https://t.co/5cSjicSkPjTIMESTAMPS:0:00 - Intro0:40 - Gold’s performance and macro shift5:17 - What is more likely: Gold standar ...

Hello everyone. Risk assets and safe haven assets, they're both going higher at the same time. We're going to unpack why.Prediction markets may be telling us when the government shutdown's going to end. And the latest humanoid videos, it's going to blow your mind. And the future is already here.We're live today from the desk of Anthony Pompiano. [Music] Before we get into today's episode, I need your help. My goal is to get to 1 million subscribers on YouTube, and the people are saying it's not possible.But ...

Market Analysis & Investment Strategies - Gold has delivered an 11% annualized return over the last 20 years, outperforming productive assets due to currency debasement [1] - Bitcoin has significantly outperformed gold, with a 1500% increase compared to gold's 150% increase since 2020 [1] - The market environment has shifted, with macro factors like currency debasement (30% purchasing power loss since 2020) becoming more critical than individual company fundamentals [1] - A potential Bitcoin standard in the Western world is more likely than a return to the gold standard, while China may explore a gold-backed currency [2] - The US government has indirectly acquired $15 billion worth of Bitcoin through seized assets [2] Retail vs Institutional Investors - Retail investors have been continuously buying the dip, demonstrating a different investment behavior compared to institutions [11][13] - Retail investors excel in momentum and dip buying, potentially outperforming institutional investors due to fewer constraints [15][21] - Retail investors are often smarter than institutional investors because they are unconstrained [21] - Independent investors are well-positioned for the future due to their independent thinking and lack of allegiance to specific companies or ideas [24] Government & Economic Factors - The US national debt is approximately $37-38 trillion [2] - The government shutdown has a limited impact on financial markets and the average American, with the stock market responding more to presidential communications [23][24] - The Fed is expected to cut rates, and failure to do so could erode investor confidence [25]

Risk assets and safe haven assets are both going higher.That isn't supposed to happen.Maybe this time really is different... https://t.co/5vXWibFDND ...

Investment Trends - South Korea's retail investors are heavily investing in crypto and other risky assets [1] - The pursuit of home ownership is driving this investment behavior [1]

Core Insights - Tom Lee, a Wall Street veteran, hinted at potential movements in risk assets ahead of President Trump's announcement, which could impact markets significantly [1][3] - Trump's previous tariff rhetoric against China led to a substantial decline in the crypto market, erasing nearly $20 billion in value [2] - A notable crypto whale profited from shorting Bitcoin and Ethereum prior to Trump's announcement and is now reportedly going long on Bitcoin, indicating possible insider knowledge [2][3] Company Insights - Tom Lee is the chairman of BitMine, a significant player in the digital asset treasury space, which holds over 3 million ETH tokens valued at approximately $12 billion [4][5] - BitMine is recognized as the second-largest digital asset treasury company globally, following Michael Saylor's Strategy [4][5] - Lee's experience includes over a decade at JPMorgan Chase and co-founding Fundstrat Global Advisors, enhancing his credibility in the crypto sector [4][5] Industry Insights - The digital asset treasury (DAT) sector is experiencing signs of saturation, with many DATs trading below their net asset value, raising concerns about a potential bubble [6] - Despite the challenges, Lee maintains a bullish outlook on Ethereum, referring to it as the "blockchain of Wall Street," and predicts significant price increases for Bitcoin and Ethereum by the end of 2025 [6] - Current trading prices for Bitcoin and Ethereum are reported at $109,133.76 and $3,959.39, respectively, indicating ongoing volatility in the market [7]

Core Viewpoint - President Donald Trump softened his tone on China tariffs, which appeared to bolster investors' appetite for risk assets [1] Group 1 - The change in tone from President Trump regarding China tariffs is seen as a positive signal for market sentiment [1] - Investors are responding favorably, indicating an increased willingness to engage with riskier assets [1]