Crypto-Related Stocks & US Market

Key Insights: Bitcoin ETFs sold nearly seven days of mined BTC supply as institutional investors reduced large-cap crypto exposure. Ethereum ETFs recorded over $121 million in outflows while XRP and LINK funds posted positive daily inflows. Altcoin ETF demand remained selective as

Crypto exchange-traded fund (ETF) flows remained under pressure on Friday, May 29, as bitcoin funds posted a tenth straight day of outflows and ether funds extended their outflow streak to 14 sessions. Still, the tone was less one-sided than earlier in the week, with XRP, HYPE, and Solana ETFs

According to Serenity on X, the glass core substrates market is expected to achieve a compound annual growth rate (CAGR) of 67.2% from 2028 onward. However, Serenity noted that actual market ramp-up may occur earlier than projected, potentially starting in the second half of 2026 and accelerating th

According to BlockBeats, on May 30, the Space Innovators ETF launched by Tema ETFs attracted significant retail inflows ahead of SpaceX's anticipated IPO. The fund, which launched on March 30, reached $1 billion in assets within just 37 trading days and has since surged to over $2.6 billion by

According to Bloomberg on May 30, surging stock prices of Samsung Electronics and SK Hynix have forced several global funds to unwind positions as holdings hit a 10% single-stock cap limit imposed on many investors, prompting companies including GAM Investments and Jupiter Asset Management to

According to CoinGlass, Bitcoin spot ETF net outflows surged to $733.4 million on Wednesday (May 28), more than double the previous day's level, contributing to Bitcoin's 3.1% decline to $72,834, according to London Stock Exchange Group data. Analyst Khaled Guerbouz at Arbeat Group noted this

According to Bloomberg senior ETF analyst Eric Balchunas, on May 30, Bitcoin's volatility and correlation levels are increasingly converging with gold, a shift he described as underestimated in current market turbulence. BlackRock's Bitcoin spot ETF IBIT has continued to outperform U.S. equities sin

According to FinanceFeeds, Grayscale is planning to transfer approximately 2 million HYPE tokens (valued at around $115 million) to Hyper Holdings Global LP in exchange for its proposed Hyperliquid Staking ETF shares to serve as seed capital before the fund's launch. The product will be renamed "Gra

According to BlockBeats, on May 25, investor Duan Yongping purchased 9.8232 million shares of Pop Mart at approximately 150 HKD per share through H&H International Investment, acquiring a 5.69% stake worth over 117 billion HKD and becoming the company's second-largest shareholder. The stock

According to Marketscreener, on May 30, Swedish economic crime prosecutors are investigating a potential information leak after details about Sivers Semiconductors (SIVE) considering a U.S. dual listing surfaced on X approximately 48 hours before official confirmation. Prosecutor Jonas Myrdal

According to BlockBeats, on May 30, Third Point founder Dan Loeb dismissed concerns over an AI bubble, stating that mega-cap tech firms investing over $700 billion this year and over $1 trillion next year in AI infrastructure can sustain spending through strong internal cash flows. "If you don't

According to on-chain analyst Ai 姨, whale Evaded opened 10x long positions in MSFT (Microsoft) and ORCL (Oracle) on May 30 following liquidation of ETH and BTC short positions that yielded $1.808 million profit. The positions collectively total $31.88 million in long exposure across tech stocks,

According to Jin10, the U.S. stock market opened with modest gains on May 29, with the Dow Jones Industrial Average up 0.18%, the S&P 500 up 0.09%, and the Nasdaq up 0.16%. Dell (DELL.N) surged over 30% following strong first-quarter earnings that exceeded expectations. Other AI server-related stock

According to Bank of America Securities, on May 30, the bank's report highlighted a rare divergence between rising corporate earnings expectations and weakening macroeconomic fundamentals. The MSCI Global Index's 12-month forward

According to BCA Research Chief Strategist Peter Berezin, on May 30, the current AI market bubble is primarily a profit-driven phenomenon rather than a traditional valuation bubble. Unlike past equity bubbles characterized by soaring price-to-earnings (PE) ratios, AI-related sectors—particularly

According to Cointelegraph, U.S. spot Bitcoin ETFs experienced net outflows for nine consecutive trading days as of May 30, totaling approximately $2.84 billion, marking the longest losing streak since the product's launch in 2024. BlackRock's IBIT was identified as a primary source of

According to Cointelegraph on May 30, Bitcoin treasury companies are diverging into two categories: those with mature financial planning and those relying primarily on hype and promotion. Data shows 198 listed companies collectively hold approximately 1.25 million Bitcoin, with Strategy leading at 8

According to Reuters, Goldman Sachs raised its 2026 year-end target for the S&P 500 to 8,000 from 7,600, citing continued earnings strength. The bank also lifted its earnings-per-share forecast for the index to $340 for 2026, implying 24% year-over-year growth. Goldman expects AI infrastructure

According to Odaily, Robinhood announced this week that it has become the core technology and service provider for the Trump Account investment program, with the application officially launching on Thursday. The plan positions Robinhood as a potential entry point for new investors while