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ETF Bleed, Bank Blockchain Network & Capital Rotating to AI
Audio is available on Spreaker — see link below.
Bitcoin ETF outflows accelerate as institutional flows collapse 80% year-over-year, while eight major banks form a blockchain deposit settlement network. Today's briefing covers the capital rotation into AI trades, Tether dominance signals, and the DraftKings prediction market surge.
Audio is available on Spreaker — see link below.
Institutional flows into Bitcoin have collapsed by eighty percent year-over-year. Sixty billion dollars came in during twenty twenty-five.
The important distinction here is where that capital is going. It's not sitting in cash waiting for a Bitcoin re-entry.
Meanwhile, Tether dominance has flashed a golden cross. That's a technical signal where short-term moving average crosses above the long-term moving average, and in this context it means traders are rotating out of risk assets and into dollars at scale.
The more forward-looking story today involves traditional finance moving from experimentation to execution on blockchain infrastructure. JPMorgan, Citi, Bank of America, Wells Fargo, HSBC, BMO, Truist, and Fifth Third have formed a shared blockchain-based deposit settlement platform.
Separately, JPMorgan has partnered with Oxford Quantum Circuits and AMD on a quantum-AI research platform based in London. The focus is risk modeling and fraud detection.
One more data point worth tracking. DraftKings' predictions platform hit one point three billion dollars in annualized consumer volume in May, up twenty-four percent month-over-month.
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