Opening Recap
Market Pulse: Crypto markets saw a split mood as Ethereum powered higher despite Bitcoin ETF inflows plunging 80%, and traditional markets took cues from fresh tech valuations.
Key Movers: Ethereum’s ETF inflows surge (Decrypt) and Dogecoin’s looming $22.9M token unlock (newsBTC) grabbed attention, while UBS doubled quarterly profit (RTE). Meanwhile, Palantir’s revenue momentum ahead of Aug 4 earnings is fueling chatter.
Macro & Politics: Nepal’s NEPSE index shot to record highs after a surprise monetary policy release (Nep123.com), underlining how central bank moves can electrify local markets.
What’s Next: Watch for Palantir’s Q2 earnings on August 4 (Barchart.com) to see if its accelerating revenue trend holds up.
Market Commentary
Everyone’s fixated on Ethereum defying Bitcoin’s slump as analysts eye a run to $5,000 (Decrypt), but they’re missing the real twist: Bitcoin ETF inflows plunged 80% yesterday (Ambcrypto.com), and that kind of cooling could trigger a deeper capitulation if markets get spooked. This shift isn’t just a minor blip—it’s a precursor to crypto volatility that’s flying under the radar. Calling it a head-fake would be charitable; this is some serious market head-fake shit.
On one side you have Anthropic allegedly gearing up for a $5 billion round at a $170 billion valuation (TechCrunch), and on the other Rithm Capital hitting fresh highs after its earnings beat (ETF Daily News). These headlines might seem worlds apart, but they share a common thread: an abundance of capital chasing juiced-up stories, while the real economy stutters. When private markets get frothy and traditional finance thunders ahead, complacency becomes the riskiest trade.
Actionable takeaway? Trim your exposure to hype-heavy assets and reallocate into sectors proving their mettle, like banks riding volatility—UBS doubled profit last quarter (RTE), so financials still shine when chaos reigns. If you’re chasing moon shots, at least hedge with durable plays that can shoulder a sell-off. No half-measures—align your positions with where real money is flowing.
📈 Breaking Financial News
Anthropic reportedly nears $170B valuation with potential $5B round – TechCrunch
The new round is being led by Iconiq Capital, with the possibility of a co-lead investor joining.
Ethereum Defies Bitcoin Slump as Analysts See Path to $5,000
Ethereum is gaining momentum on ETF inflows, regulatory shifts, and macro tailwinds, with analysts eyeing a breakout toward $5,000.
Dogecoin Unlock To Put $22.9M Worth Of Tokens Into Circulation
A large number of token unlocks are expected to hit the altcoin market this week, and Dogecoin is one of those with the most notable unlocks happening this week. With the uncertainty in the market, token unlocks like these could affect the Dogecoin price. How…
iShares MSCI Emerging Markets ETF (NYSEARCA:EEM) Shares Acquired by Geneos Wealth Management Inc.
Geneos Wealth Management Inc. lifted its stake in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 21.1% during the first quarter, Holdings Channel reports. The fund owned 136,579 shares of the exchange traded fund’s stock after pur…
Bitcoin ETF inflows plunge 80% – Is a short-term cooldown imminent?
Everyone’s in profit, but no one’s buying. Is Bitcoin’s next move a breakout or a blindside?
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🔍 Market Analysis & Insights
NEPSE SOARS! Monetary Policy Sends Nepal’s Stock Market to the MOON! Which Sectors WON Big?
Nepal Stock Market Soars: Decoding the NEPSE Rally After Monetary Policy 2082/83 The Nepal Stock Exchange (NEPSE) witnessed a significant surge following the unveiling of the Monetary Policy 2082/83 by Nepal Rastra Bank (NRB) Governor Dr. Bishwo Paudel on Ash…
Ether tops $3,800 after consolidating below $3,780; check forecast
Key takeaways ETH dropped below the $3,750 mark on Monday as the broader crypto market undergoes a correction. It is now trading above $3,800 despite the net outflows. Ether bounces back above $3,800 Ether, the second-largest cryptocurrency by market cap, los…
UBS second-quarter profit doubles to $2.4 billion
UBS's second-quarter profit more than doubled from a year earlier, comfortably ahead of expectations, as it joined other major banks in making the most of a surge in trading activity amid market turmoil.
Should You Buy Palantir Stock Ahead of Q2 Earnings on August 4?
Palantir has shown a clear trend of accelerating revenue growth and improving profitability, setting the stage for potentially strong Q2 results.
Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) Shares Sold by Foundations Investment Advisors LLC
Foundations Investment Advisors LLC trimmed its position in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 7.6% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 35,513 sha…
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💰 Investment Opportunities
Sensex opens flat, Nifty tops 24,800 amid US trade deal uncertainty
Indian stock markets began Wednesday with positive momentum, fueled by robust earnings from Larsen & Toubro, boosting investor confidence. However, the upward movement was limited as investors exercised caution in anticipation of the U.S. Federal Reserve's up…
Rithm Capital (NYSE:RITM) Sets New 1-Year High on Earnings Beat
Rithm Capital Corp. (NYSE:RITM – Get Free Report) hit a new 52-week high during trading on Monday after the company announced better than expected quarterly earnings. The stock traded as high as $12.46 and last traded at $12.44, with a volume of 434142 shares…
Cleanspark (NASDAQ:CLSK) Shares Gap Up After Analyst Upgrade
Cleanspark, Inc. (NASDAQ:CLSK – Get Free Report) gapped up before the market opened on Monday after Cantor Fitzgerald raised their price target on the stock from $22.00 to $25.00. The stock had previously closed at $11.82, but opened at $12.29. Cantor Fitzger…
XPO (NYSE:XPO) Shares Gap Up Following Analyst Upgrade
XPO, Inc. (NYSE:XPO – Get Free Report)’s stock price gapped up prior to trading on Friday after Stifel Nicolaus raised their price target on the stock from $135.00 to $145.00. The stock had previously closed at $135.69, but opened at $141.57. Stifel Nicolaus …
Best Blockchain Stocks To Follow Now – July 27th
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