BlackRock's IBIT Bleeds as ETF Outflow Streak Deepens
In a striking shift, $BTC spot ETFs posted a $709M net outflow yesterday, the third consecutive day of withdrawals. Leading the retreat was BlackRock's IBIT, with a single-day outflow of $357M.
This pullback contrasts sharply with BlackRock's own long-term tokenization thesis. Is this profit-taking, rotation, or a tactical pause before the next leg? The market is voting with its capital.
🚨 TRUMP & US JUST DODGED A MASSIVE CATASTROPHIC EVENT.
And this could have completely crashed the economy.
Yesterday, Trump announced that no Greenland-linked tariffs would be imposed.
This looks like a normal decision, but here is what was happening behind the scenes:
- Denmark and Sweden pension funds were dumping T-bills
- Deutsche Bank warned of full-scale selling of US assets by the EU
- US bond yields were spiking due to fear and uncertainty
Now you might be wondering how big the selling pressure from the EU could have been.
As of now, EU holdings of US assets are:
- $6 trillion in US stocks
- $2 trillion in US T-bills
- $2 trillion in US corporate bonds
- $200+ billion in US agency bonds
Collectively, EU holdings of US assets exceed $10 trillion, which is higher than the rest of the world combined.
But why would they sell US assets?
The reason is simple.
Everyone knows Trump cares about markets more than anything else.
Every time the stock market has panicked, the US has moved toward a trade deal.
This happened with global tariffs, China tariffs, and now it has happened again.
Trump also does not want to create more uncertainty, as that would push bond yields even higher.
Since Q3 2024, the Fed has cut rates by 150 bps, yet bond yields have not come down.
The reason is persistent inflation concerns, tariff uncertainty, and geopolitical tensions.
This is why TACO happened much faster this time, and it will likely happen even faster in the future.
$BTC
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$TRUMP
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$SOL
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Cathie Wood’s Ark Invest Projects Bitcoin at $761,900 by 2030! 📰
Is this possible and why:
🔸Institutional adoption accelerating as $BTC becomes a balance-sheet asset
🔸Spot ETF inflows turning Bitcoin into a regulated, scalable investment vehicle
🔸Supply shock dynamics post-halving meeting long-term capital demand
🔸Macro trust shift toward scarce, neutral assets
Ark’s model assumes Bitcoin captures a meaningful share of global value stores and ETFs are removing the last friction for institutions to participate at scale.
If this thesis plays out, today’s price won’t be remembered as expensive, just early! 🫳
A lot of crypto thinks transparency is automatically good. But finance doesn’t work like that. In real markets, everyone doesn’t publish their strategy publicly. Businesses don’t expose their treasury movements live. Institutions don’t operate when competitors can track every action in real time. Even regular people don’t want their entire financial life permanently visible to strangers.
This is the problem Dusk is built for.
Dusk Network is a privacy-first Layer 1 focused on financial use-cases where confidentiality is part of the rules, not a bonus feature. The goal is not “darkness.” The goal is control. Control over what gets revealed, to whom, and when. That’s what real finance needs if it wants to run on-chain without turning into a public surveillance system.
Dusk uses privacy technology like zero-knowledge proofs to keep transactions verifiable without revealing sensitive details by default. In simple terms, you can prove something is valid without exposing everything behind it. That’s what makes it different from chains that try to bolt on privacy later as a feature. With Dusk, privacy is built into how they approach execution and settlement.
I’m watching Dusk as a chain that’s aiming for serious onchain finance: tokenized assets, regulated products, compliance-aware activity, and markets where settlement needs to be fast but also discreet. Because if you’re moving real money, privacy isn’t optional — it’s part of the infrastructure.
The biggest reason Dusk exists is because public chains leak too much information to become the base layer of real-world finance. They’re trying to create a version of onchain execution that feels closer to how financial systems actually operate: trusted verification, fast settlement, and confidentiality when required.
And if that becomes normal, the future isn’t just “DeFi.” It becomes finance that can scale beyond crypto-native users.
#Dusk $DUSK @Dusk_Foundation
Web3 keeps saying it’s building the next internet, but a real internet isn’t made of transactions only. It’s made of content. Photos. Videos. App files. Datasets. Logs. User-generated media. Even AI outputs that need to be stored, retrieved, and reused. And this is where most blockchains quietly fail: they’re excellent at writing small records, but terrible at storing heavy data.
That’s why Walrus exists.
Walrus is focused on large “blob” storage and data availability in a decentralized format. If you’ve ever tried to understand why a blockchain can’t just store a full video or a big dataset, the answer is cost and design. A chain is not built to carry that weight. So Walrus takes the workload off the chain while still keeping the spirit of crypto alive: distributed ownership, verifiable integrity, and network-level reliability instead of trusting a single cloud provider.
The interesting part is how “useful” it is. Walrus isn’t trying to impress with flashy features. It’s trying to become a backend layer developers can depend on. When you upload data, it doesn’t live in one place under one company. It gets distributed across nodes in a way that keeps it resilient. And when the system is working properly, you don’t have to beg a server to keep your files alive — the network is designed to do that by default.
I’m seeing Walrus as a project that becomes more valuable as the market matures. Because the next wave isn’t only DeFi traders. It’s creators, games, AI tools, social platforms, and apps that store real content every second. These apps don’t just need a blockchainthey need infrastructure that supports real-world scale.
Walrus exists because decentralization isn’t complete if storage stays centralized. If the data layer is weak, the whole “onchain future” becomes a skin-deep story. They’re trying to fix the foundation so the apps built on top can actually feel like real products, not experiments.
#Walrus $WAL @WalrusProtocol
Moon Talk to Free Fall -- $RALPH’s Sudden Reality Check!
Things unraveled fast here… almost too fast.
The #RALPH dev quietly offloaded 7.68 million RALPH, walking away with 1,888 SOL, roughly $245K at the time. No drama on the surface, just a clean exit. But the aftermath was loud.
Within hours, the project’s market cap didn’t just slide ... it collapsed. From over $50 million down to around $5 million, like someone pulled the floor out and forgot to put it back.
One moment there was momentum, the next… silence.
What makes it a bit more awkward is that another wallet tied to the same dev didn’t fully exit. That address is still sitting on 19.61 million RALPH, now worth about $145.81K. So not a total abandonment, but definitely not confidence either.
Finally we think in this situation that: Liquidity doesn’t lie, charts don’t care, and when builders start selling before the story’s finished… the market notices very fast.
Wallet address: 2mvtNnTP2CBRz24q1BzmDX9cv2bQBsY8E77D32qkYKCm
Signature hash: HhGNveSe1sqBbpj7C7Kdcxv2WhNKfczyHmmbDpyKyGa2rgxVgVZFSLS7wTBMzeK6SPajN4TNvUFhqHA6tBPiBQe