US equities rallied strongly after Donald Trump signaled a delay in military action against Iran, boosting risk sentiment amid hopes of de-escalation despite conflicting signals from Tehran; major indices gained over 1% as short covering and oversold conditions amplified the move.
The rebound was supported by positioning dynamics and easing rate expectations, with US bond yields falling and markets pricing in some Federal Reserve easing, while corporate news included AI optimism around Apple and leveraged finance activity led by JPMorgan.
European equities reversed early losses to close higher, led by cyclicals (travel, banks, autos, semis) on de-escalation hopes, while energy stocks lagged sharply due to falling oil prices.
Commodities saw a sharp unwind of war premium, with oil plunging double digits and gold extending losses, while risk-sensitive assets like copper and equities rebounded.
US Spot ETF Flows
Asset
Daily Inflow
Daily Change
Weekly Inflow
Total Assets
Daily Volume
BTC ETFs
$167.2M
-420.9%
$167.2M
$91.7B
$3.0B
ETH ETFs
$-16.2M
-61.4%
$-16.2M
$12.5B
$1.1B
SOL ETFs
$0
-
$0
$903.1M
$83.5M
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
$467.69M
-
$+129.90M (+38.46%)
Shorts
$329.82M
70.5%
$+241.46M (+273.30%)
Longs
$137.88M
29.5%
$-111.56M (-44.73%)
BTC
$196.91M
42.1%
$+90.15M (+84.45%)
ETH
$167.56M
35.8%
$+89.08M (+113.51%)
Strategy bought 1,031 Bitcoin for $76.6 million, increasing its holdings to 762,099 BTC, funded through common stock sales.
Kalshi and Polymarket have banned users to prevent insider trading on the same day lawmakers introduced a bipartisan bill to ban sports event contracts.
Balancer Labs shuts down 4 months after a $100M+ exploit, with executives pushing for the protocol to be managed by the Balancer Foundation and Balancer's DAO.
Bitmine Immersion Technologies bought $139 million in Ether, reaching 77% of its goal with 4.6 million ETH holdings.
