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US spot Bitcoin exchange-traded funds (ETFs) have posted five consecutive weeks of net outflows, with investors pulling roughly $3.8 billion from the products over the period.During last week, the funds recorded about $315.9 million in net outflows, according to data from SoSoValue. The biggest weekly withdrawal during this 5-week streak occurred in the week ending Jan. 30, when spot Bitcoin (BTC) ETFs recorded about $1.49 billion in net outflows.The net weekly outflows come as some sessions posted inflows. On Friday, Bitcoin ETFs saw about $88 million in inflows, but they were outweighed by larger redemption days earlier in the week.…

A slowing growth backdrop paired with sticky inflation is reigniting concerns about a mild stagflationary tilt in the U.S. economy — not a recession, but a more uncomfortable mix of decelerating output and persistent price pressures that complicates the Federal Reserve’s policy path.     Real GDP decelerated sharply to a 1.4% annual rate in Q4 2025, well below the 2.8% consensus and down from 4.4% in Q3, even as key measures of inflation remained stuck near 3% and real disposable income stalled, according to the Bureau of Economic Analysis.  The Q4 gain was driven by consumer spending and investment, partly offset by declines in government…

Soybeans were down 3 to 4 cents in the front months, as Marc was up 4 ½ cents this week. The cmdtyView national average Cash Bean price was up 7 1/2 cents at $10.76 1/2. Soymeal futures were up $5 to $5.30 in the front months, with March up  60 ents this week. Soy Oil futures were down 70 to 75 points with March up 184 points this week. We are closing in on the final week for the crop insurance spring base price discovery, with the average November soybean close during February at $11.03 so far. This is up 49 cents from…

Key Takeaways Crypto red envelopes are technically possible, but legality and accessibility depend heavily on local regulations and wallet compatibility. Volatility and transaction fees can affect the final value of a crypto hongbao, making stablecoins a more predictable option. While digital tokens modernize the tradition and enable cross-border gifting, security risks and regulatory uncertainty remain key considerations. As families across Asia prepare to usher in the Year of the Horse in 2026, a centuries-old Lunar New Year tradition is colliding with digital finance: the red envelope. Known as hongbao in Mandarin, the practice of gifting cash in red packets has…

Metaplanet CEO Simon Gerovich pushed back against accusations from what he called “anonymous accounts” that the company misled investors about its Bitcoin strategy and disclosures.Critics on X have argued that Metaplanet delayed or withheld price‑sensitive information about large Bitcoin (BTC) purchases and options trades funded with shareholder capital, obscured losses from its derivatives strategy and failed to fully disclose key terms of its BTC‑backed borrowings. In a detailed X post on Friday, Gerovich argued that Metaplanet promptly reported all Bitcoin purchases, option strategies and borrowings, and that critics were misreading its financial statements rather than uncovering misconduct.September buys and disclosuresGerovich said…

The S&P 500 Index ($SPX) (SPY) on Thursday closed down -0.28%, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.54%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.41%.  March E-mini S&P futures (ESH26) fell -0.25%, and March E-mini Nasdaq futures (NQH26) fell -0.40%.Stock indexes settled lower on Thursday, led by losses in chipmakers and AI-infrastructure stocks, amid renewed caution over the outlook for artificial intelligence.  Concerns remain that AI could disrupt entire sectors of the economy and that the huge investments in the technology may not pay off.  Stocks also face some negative carryover from Wednesday, when the minutes of the…

Key Takeaways Crypto is generally treated as zakatable wealth. Zakat on crypto is usually calculated at 2.5%. You must total your holdings across wallets and exchanges. As Muslims around the world enter Ramadan in 2026, many are reviewing their finances ahead of Zakat season — but for a growing number, that includes assets beyond cash or savings accounts. Bitcoin and Ethereum are increasingly becoming mainstream investments, raising a practical question for many Muslims: does crypto count as zakatable wealth — and if so, how do you calculate it? What Is Zakat? Zakat is one of Islam’s five pillars, a compulsory…

Bitcoin-backed loan platform Ledn sold about $188 million of bonds tied to Bitcoin‑collateralized consumer loans into the mainstream asset‑backed securities (ABS) market, Bloomberg reported on Wednesday, citing people familiar with the matter. In a first-of-its-kind deal, one of the two tranches — the investment‑grade portion — was reportedly priced at a spread of about 335 basis points over a benchmark rate, implying that investors are demanding 3.35 percentage points in extra yield to hold crypto‑linked credit risk rather than conventional consumer ABS.The deal is structured through Ledn Issuer Trust 2026‑1, which securitizes a pool of 5,441 short‑term, fixed‑rate balloon loans extended…

Executive Summary  With Treasury yield spreads compressed versus German Bunds and U.K. Gilts, term premium near historical lows, and inflation expectations firming, questions remain whether markets are embedding enough sovereign or geopolitical risk in Treasuries.  From Risk‑Free to Political Instrument  For decades, U.S. Treasuries functioned as the world’s de facto risk‑free asset: deep, dollar‑denominated and as close to a zero‑default instrument as markets could find. Even today, the 10‑year note trades around 4.10%–4.20%, and the probability of outright non‑payment remains extremely low. What has changed is the tail: in an era of sanctions, reserve freezes and more explicit weaponization of financial channels, investors can no…

The dollar index (DXY00) rallied to a 1-week high on Wednesday and finished up by +0.57%.  The dollar moved higher on Wednesday and found support on better-than-expected US economic reports on Dec capital goods new orders, Dec housing starts and building permits, and Jan manufacturing production.  Also, higher T-note yields on Wednesday have strengthened the dollar’s interest rate differentials.  Gains in the dollar accelerated on Wednesday on the hawkish minutes of the Jan 27-28 FOMC meeting, after “several” officials suggested the Fed may need to raise interest rates if inflation stays above its goal.US MBA mortgage applications rose +2.8% in…