Emilyvuong

💥Money Market & Cash-like ETFs (The 3-month average) has the highest inflow in history. It has now far surpassed the Covid period of 2020.
The whole world is shifting back to cash. Was Berkshire Hathaway right?

📍Money is starting to flow back into crypto
Crypto funds recorded approximately +$200M inflows in the past week — marking the 4th week of growth in the last 5 weeks.
The current scale of capital flows is still quite small, only around ~$0.2B compared to $3B–$6B/week previously.

📍Meta unveils a new AI model: Muse Spark
This is the first model from Meta Superintelligence Labs of Meta Platforms. Muse Spark was released after the Llama 4 model failed to meet expectations.
Muse Spark will be gradually integrated into: Facebook, Instagram, WhatsApp, Messenger, and kính Ray-Ban Meta Smart Glasses.
Meta is expected to spend approximately $135B on AI infrastructure in 2026.

🔥NYT believes that Satoshi Nakamoto is Adam Back.
He is the person who created Hashcash – a spam email countermeasure that requires computers to burn computational resources – which is the foundation of PoW (Proof-of-Work).
In Satoshi's whitepaper, Hashcash is cited directly.
Adam Back is also one of the very few people Satoshi contacted via email before Bitcoin was launched.
In 2014, after the Mt. Gox collapse, Adam founded Blockstream – a company developing #Bitcoin infrastructure, focusing on sidechains, Lightning, and scalability solutions. This is one of the organizations with the greate

Iran claims to have "forced" the U.S. to accept a 10-point plan, including:
1. Commitment not to attack each other
2. Recognition of Iran's control over Hormuz
3. Acceptance of Iran's uranium enrichment
4. Lifting all sanctions on Iran
5. Removing secondary sanctions
6. Repealing UN Security Council resolutions
7. Repealing resolutions from the IAEA Board of Governors
8. The U.S. must compensate Iran
9. Withdraw U.S. combat forces from the region
10. Cease all conflicts, including Lebanon
Trump believes these demands are "feasible."
These 10 demands are even more than just claims; even if sign

📌 Daily trading volume of gold reaches $361B - 3 times the same period in 2021:
- OTC (London): ~$200–250B
- Futures (COMEX): ~$80–120B
- ETFs and other channels: ~$10–30B
📌Compared to other markets:
- US Treasury Bills: ~$100B–$150B/day (just T-bills alone, not including the entire Treasury market)
- EUR/GBP: ~$50B–$80B/day
- Dow Jones (equity underlying): ~$30B–$60B/day
📌 Daily trading volume driven by central bank demand of approximately 1000+ tons/year, derivatives see strong growth (hedging + leverage) and OTC liquidity expansion (most demand also from central banks).

Trump threatens to blow up everything in Iran starting tomorrow.
Probably the same old script, somewhere in the middle of the week Trump will TACO declare victory or "have reached a near agreement."

📍The Ethereum Foundation just staked an additional $46.64M ETH
📌 The total ETH staked by EF is $96.59M. EF or Vitalik selling is often a sign of a local top. Does this move indicate a mid-term bottom for #ETH?

📍The US Congress Approaches a DHS Budget Deal (Department of Homeland Security), Paving the Way to End the Record Shutdown
📌The Senate has sent back most of the DHS funding bill to the House, excluding ICE and part of CBP as requested by the Democrats (to be handled with a separate package).

After announcing that he was close to a deal, Trump backtracked and declared: "We will attack Iran very hard" in the next two weeks.
The financial community is beginning to miss Biden, who only speaks to the media a few times a month.

📍The PBOC continues to inject liquidity
- 7-day reverse repo: 269.5 billion CNY, interest rate remains at 1.4%
- Maturity: 8 billion CNY -> net injection of 261.5 billion CNY
The PBOC still maintains a slight easing stance

📍USA - Iran shows signs of negotiation but nothing is certain yet
📌 Axios: The US and Iran are discussing the possibility of a ceasefire, in exchange for Iran opening the Strait of Hormuz. It is unclear whether the negotiations are direct or mediated -> the likelihood of an agreement remains uncertain
📌 Trump announced that Iran has proposed a ceasefire, on the condition that they open the Hormuz Strait. Iran completely denies this -> stating that what Trump said “is not true”
📍 Meanwhile, on the ground, the situation is heading in the opposite direction:
- Iran declares it will co

JOLTS for February: 6.882M (lower than the forecast of 6.890M), but January's revised data increased sharply to 7.240M (+300K) 📍The notable point lies in the structure:
📌 Specifically, in February, there were 689K unemployed people—more than the number of open jobs. The openings/unemployed ratio: 1.0x → 0.9x
-> The market has returned to a slight oversupply of labor, ending the post-COVID shortage phase, and wage pressure is beginning to ease.
📍Recruitment - layoffs data:
- Hires: 4.8M (-498K MoM)
- Quits: 2.97M (-157K MoM)
-> Public sector job openings continue to decline. Both hiring and

The United States bombed the desalination plant on Qeshm Island in Hormuz — a major desalination plant supplying water in southern Iran.