U.S. equities advanced with the S&P 500 climbing 0.5% to 6,977 and the Nasdaq 100 rising 0.8%, as investors recalibrated AI concerns and piled back into beaten-down tech names; chipmakers advanced 1.4%, software ETFs extended their rally to nearly 7%, Nvidia added 2.5%, and Oracle jumped 9.6%; Alphabet's planned $20 billion bond sale attracted over $100 billion in orders, signaling robust appetite for AI exposure, while Morgan Stanley noted fundamental tailwinds remain with tech projected to deliver 32% EPS growth in 2026; Wednesday's jobs report (69,000 payrolls expected) and Friday's CPI will shape Fed rate expectations.
Taiwan has told Washington that its proposal to move 40% of Taiwan's semiconductor supply chain is "impossible," according to Vice Premier Cheng Li-chiun.
Gold rose 2.4% to $5,083 as dip-buyers returned following last month's rout, with China's central bank extending gold purchases for a fifteenth consecutive month; Brent crude gained 1.3% to $68.93 on U.S. warnings about Iranian waters; the Australian dollar strengthened 1.1% to 70.93 US cents as the greenback weakened; Bitcoin wavered near $70,000 despite derivatives markets flashing warning signs with negative funding rates and declining open interest.
The Stoxx 600 climbed 0.7% led by basic resources surging 2.9% on gold's recovery above $5,000, with Rio Tinto, Glencore, and Anglo American gaining; industrials rose 1.7% on defense strength, banks climbed 1.3% led by UniCredit's 6.4% jump on new targets, while STMicroelectronics surged 9.5% on AWS ties and construction closed at an all-time high.
US Spot ETF Flows
Asset
Daily Inflow
Daily Change
Weekly Inflow
Total Assets
Daily Volume
BTC ETFs
$145.0M
-60.9%
$145.0M
$90.1B
$4.5B
ETH ETFs
$57.0M
-440.7%
$57.0M
$12.4B
$1.2B
SOL ETFs
$-15K
-99.9%
$-15K
$733.2M
$36.5M
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
$292.55M
-
$-49.21M (-14.40%)
Shorts
$126.52M
43.2%
$-113.23M (-47.23%)
Longs
$166.03M
56.8%
$+64.02M (+62.76%)
BTC
$127.80M
43.7%
$-87.85M (-40.74%)
ETH
$84.86M
29.0%
$+19.92M (+30.67%)
Binance added $300 million in Bitcoin to its SAFU reserve, increasing the fund's value to over $720 million.
Michael Saylor’s Strategy bought 1,142 BTC for $90M last week at an average $78,815, lifting its total holdings to 714,644 BTC with an overall average cost of $76,056 despite recent price dips.
Bitcoin miner Cango sold 4,451 BTC for about $305M to cut debt, shore up its balance sheet, and fund a strategic shift toward AI and high-performance computing, accelerating its pivot away from pure mining after weather disruptions and declining Bitcoin reserves.
BitMine, backed by Tom Lee, buys 40,613 ETH during last week's market sell-off, doubling down on its Ether strategy despite facing multibillion-dollar unrealized losses.
Polymarket sues Massachusetts, claiming states can't regulate CFTC-approved prediction markets, arguing federal approval preempts state authority, according to their federal court filing.
Bitcoin holders sold 245,000 BTC as the price fell under $60,000 last week according to data from Glassnode and CryptoQuant.
