emilyvuong

🟠 CFTC “carve-out” case against Gemini, wants to cancel the fine $5M
📌 CFTC and Gemini request the court to cancel the settlement agreement in the 2022 lawsuit. Previously, Gemini was accused of providing false information related to Bitcoin futures contracts and agreed to pay a fine $5M in January 2025.
📌 After review, the CFTC believes this lawsuit may not have been appropriate to file under current enforcement standards. If the court approves, Gemini will be released from remaining obligations in the settlement agreement.
📌With Trump’s support, the CFTC is being positioned at the cente

📍Foreign investors continue to sell off US bonds
📌The amount of US Treasury bonds held by foreign entities under Fed Custody has fallen to $2.68T, the lowest level since 2012. This refers to the US Treasuries that the Fed holds in custody on behalf of foreign governments, central banks, and international institutions.
📌This trend began in March 2021, when foreign-held Treasuries at the Fed reached about $3.14T.
📌From March 2025 to date alone, holdings have declined by roughly $265B. The trend remains in place and is even stronger. The sell-off intensifies as the Iran conflict escalat

The U.S. Department of the Treasury is designing a $250 bill featuring President Trump.
If this becomes reality, President Trump will be the "living" person to appear on U.S. currency for the first time since 1866.

📍The hot momentum of South Korea’s tech stocks has spread across Asia
The 2x Leveraged ETF for SK Hynix listed in Hong Kong has drawn +$1.3B in inflows since the start of the year. As a result, the fund’s total assets under management have risen to roughly $8B, a record high. It’s also the world’s largest leveraged ETF tracking a single stock by AUM. In just 3 months, the fund’s size has grown more than 3 times.
Not only SK Hynix—Samsung’s 2x leveraged ETF has also pulled in about $1.3B since early 2026, even topping the 2x ETFs that track Tesla and Microsoft.
Simply put, a 2x ETF allow

🟠 China is shifting its thinking from rescuing real estate to revitalizing domestic demand
📌 Beijing is making three notable moves at the same time: easing household registration for migrant workers, lowering funding costs through the MLF, and preparing a 6-network investment package worth over 7 trillion RMB.
📌 Stimulating consumption through household registration policies.
China is expanding access to public services for migrant workers in the cities where they work, including social insurance, healthcare, education, public housing, and other basic services.
-> Stimulating demand

📍Trump announces support for prediction markets
📌 Trump has just spoken out in support of prediction markets and said the CFTC should continue to have full authority to regulate this sector at the federal level, rather than letting each state manage it on its own at the state level.
📌 The CFTC sees prediction markets as financial derivatives, while many U.S. states consider them a form of disguised gambling. As a result, prediction market platforms are stuck between two frameworks: financialization or gambling.
📌 Trump wants to shift power back to the CFTC. Donald Trump Jr. currently

📍The US inflation has become the biggest legacy of Powell's term.
📌From February 2018 to now, the US PCE has increased to 128.5 points, equivalent to +28.5%.
If it had followed the Fed's 2% target, this number would be around 117.4 points. The gap of over 11 percentage points is the portion of purchasing power being eroded.
📌In 2021, the US injected a massive QE package and kept interest rates at 0% for too long. Cheap money caused the prices of risky assets to skyrocket, while supply chains had not yet recovered.
By the time the Fed raised interest rates again, it still couldn't br

🟠Crypto ETP withdraws $1.5B, Bitcoin experiences the strongest weekly sell-off in 2026
📌Institutional funds continue to withdraw from crypto ETPs, with total global outflows reaching approximately $1.5B. Bitcoin ETFs mark the week with the largest capital outflow since the beginning of 2026.
📌Bitcoin ETFs have always been an early indicator of market waves in the next 3-6 months. January 2026 marks a strong inflow into Bitcoin ETFs, and we have a relatively bullish wave for Bitcoin: from 60K to 80K.
📌This massive outflow signal definitely should not be ignored.

Vin's "Gold Loan Program for the People"? Why now?
Vinhomes exchanging gold for houses should not be viewed as a standalone marketing campaign.
Vin has solved the problem of "excess cash in the public" with a new liquidity mobilization structure, taking advantage of Vinhomes also entering its largest capital cycle in years.
According to the announced mechanism, customers can exchange gold (at parity) to buy Vinhomes real estate; after 5 years, they can either keep the house or receive back an amount equivalent to 110% of the gold they transferred.
The condition is that customers must o

The U.S. Marines are conducting a drill right over the skies of Caracas, Venezuela.
The Venezuelan government had announced this exercise in advance, citing preparation for "emergency medical situations or disasters."

Goldman Sachs estimates that CapEx in AI will reach 1 trillion USD next year.
By 2031, this figure is projected to be 7.6 trillion USD — ten times the current amount ($765 billion).

🔴The US is injecting $2B into quantum computing - in exchange, the government takes equity stakes
📌According to WSJ, the Trump administration is preparing to inject about $2B into 9 companies in the quantum computing sector. In return, the US government will receive minority stakes in the supported companies.
📌Major investments include:
- IBM: $1B
- GlobalFoundries: $375M
- D-Wave Quantum: $100M
- Rigetti Computing: $100M
- Infleqtion: $100M
- Diraq: $38M
- Additionally, there are other companies on the list such as Atom Computing, PsiQuantum, and Quantinuum.
After semiconductors,

🔴Mark Cuban has sold nearly all of his $BTC, calling altcoins trash
📌 Billionaire Mark Cuban said he has sold most of his Bitcoin holdings after BTC no longer demonstrated its role as a safe haven asset as expected.
📌 According to Cuban, in the context of escalating geopolitical tensions and a weakening US dollar, Bitcoin should have behaved like gold — attracting safe-haven capital. But in reality, gold surged while BTC weakened, continuing to trade more like a risk-on asset rather than “digital gold.”
📌 Cuban said he is more disappointed with Bitcoin than Ethereum because ETH at le

📍Vietnam - Russia extends friendship for 25 years
Putin and Xi have just extended the Treaty on Good-Neighborliness and Cooperation between Russia and China, a document signed 25 years ago, with the most recent extension in 2021.
📌 China is again prioritizing the Middle East over Ukraine.
Beijing calls for a comprehensive ceasefire, reopening the Strait of Hormuz, and ensuring that oil flows smoothly. This is a vital interest for Beijing, as up to 90% of Iran’s oil is imported into China.
📌 The Siberia 2 pipeline project—passing through Mongolia, with an expected capacity of 50 bill

📍Trump says the US - Iran negotiations are in the final stages.
📌 JD Vance also says the negotiations are in a pretty good position, indicating Washington still keeps the door open for diplomacy.
📌 Tehran issued a different statement. Iran's Parliament Speaker Ghalibaf accused the US of trying to "initiate a new war."
📌 IRGC warns that if the US and Israel continue their attacks, the war could spread beyond the region.
📌 While negotiations are ongoing, the US Air Force continues to increase its presence in the Middle East.
Trump still maintains psychological warfare tactics, tho