🚨Bitcoin and Ethereum are changing the investing landscape: The market share of Bitcoin and Ethereum ETFs in all US-listed ETFs rose to 1.6%, the MOST EVER. The so-called implied allocation to these cryptocurrencies has essentially surged by 8 TIMES in 2 years. Remarkable.

😱 USDC Inflows to Exchanges hit $3.88B since the price dip Investors are treating it as a buy-the-dip opportunity 🐂📈 #Crypto #Bitcoin #USDC #BTC

Why is BTC moving up so slowly this cycle? BTC supply is concentrated around OG whales who peaked their holdings in 2011 (orange and dark orange). They bought their BTC at $10 or lower. It takes $110k+ of new capital to absorb each BTC they sell.

📌 Gold Gold's typical inverse link to real rates is fundamental, but inflation expectations, central bank buying, geopolitical risks, and investor sentiment driven by debt and fiscal worries can disrupt this relationship for extended periods 👉 isabelnet.com/?s=gold $gold

$BTC long-term holders have already realized more profit this cycle than in all but one prior cycle (2016–17), highlighting elevated sell-side pressure. Taken alongside other signals, this suggests the market has entered a late phase of the cycle.

Hyperliquidの週次収入が、主要チェーンを含めてもシェア4割に。特にSOLのシェアを喰っている模様。 週次の収入は$28MMで、出来高の面では中小型CEXに勝る結果も。

🇺🇸 Inflation The US ISM Services Prices Paid Index typically leads US CPI inflation by three months, indicating that changes in the index can help predict future CPI trends 👉 isabelnet.com/?s=inflation Deutsche Bank #inflation #cpi #Fed #rates #corecpi #ISM

📌Gold & Silver The interplay of softer economic data, lower interest rates, and geopolitical-economic risks continues to drive strong demand and price appreciation for gold and silver as traditional haven assets 👉isabelnet.com/?s=gold h/t Bloomberg Markets $gld $gold #gold #gld $xau

原数値でみても、新規失業保険申請件数は高め。 ただ、2023年、2024年をやや上回る程度で解雇が急増しているわけではない。 一方、継続受給者数は高止まりで、企業が引き続き採用に慎重なことを示唆。 労働市場の減速は続くが、物価、賃金の高止まりもあり、利下げを正当化するのは難しい。

🇺🇸S&P 500 The US equity market is highly concentrated in just a few mega-cap tech companies. While this does not definitively mean the US is in a bubble, investors face uncharted waters as performance hinges on a few key players 👉isabelnet.com/?s=S%26P+500 Deutsche Bank $spx #spx

🇺🇸 Valuations Valuations don't matter—until they do. Over the past 150 years, high valuations have been a sign of poor forward returns, with negative real returns over 10 years following the last three major valuation peaks 👉 isabelnet.com/?s=valuation h/t Deutsche Bank $spx #spx

🇺🇸16-24歳の失業率が10%越え。

日経平均株価、大幅続伸で始まる　石破首相辞任表明による円安受け（日経） nikkei.com/article/DGXZQO… 東証株価指数（TOPIX）は続伸し、8月18日に付けた過去最高値（3120.96）を上回る場面が。 ――石破首相辞任表明による円安受け→石破首相辞任表明を受け、では?

📌 Gold Gold has just surpassed its inflation-adjusted record high from 1980, marking an important milestone as both a hedge against inflation and a gauge of currency weakness 👉 isabelnet.com/?s=gold h/t Bloomberg Markets $gld $gold #gold #gld $xau #inflation

大型トラックの売上が急落しており これは「通常」景気後退の前兆となっています：

Bloody hell: The Buffett Indicator (US Total Market Cap / GDP) hits ~220%, meaning the stock market is valued at more than 2.17x the size of the US economy. That’s way higher than the Dot Com bubble peak. Buffett once warned: “If the ratio approaches 200%, as it did in 1999,

🇺🇸 Margin Debt Leverage lifts returns when markets climb but reveals the weak spots when sentiment turns. Margin debt, as a share of the money supply, now stands at its highest since the dot‑com boom 👉 isabelnet.com/blog/ h/t Lance Roberts $spx #spx #stocks #equity

📌 Bitcoin Since the reversal in October 2025, institutions have cut billions in Bitcoin holdings month after month, an indication of fading appetite and a darker mood across crypto markets 👉 isabelnet.com/blog/ Deutsche Bank #bitcoin #btc $btc #crypto #digitalassets

Bitcoin is not pumpable right now. In 2024, $10B in cash could create $26B in BTC book value. In 2025, $308B flowed in, yet the market cap fell $98B. Selling pressure is too heavy for any multiplier effect. MSTR and DATs won't work until it becomes pumpable again.

大型トラックの販売： が急減しており これは通常 景気後退の前兆となるものです