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Spot Ethereum ETFs Set A New Record In July With $5.4 Billion Monthly Inflow : In a powerful show of investor confidence, spot Ethereum exchange-traded funds (ETFs) broke all records in July with $5.43 billion in net inflows. It marks the highest monthly inflow since their market debut and reflects a sharp 369% rise from June’s inflow of $1.16 billion.  With 20 straight days of net inflows, spot ETH ETFs are now cementing Ethereum’s growing role as a leading digital asset in the eyes of traditional market participants. Spot Ethereum ETFs Hit Milestone With $5.43 Billion Inflow According to data from SoSoValue, the $5.43 billion net inflow in July also dwarfed May’s $564 million and April’s $66.25 million. It completely reversed the negative outflow trend seen in March, which saw a $403 million drop. As a result of this rise, cumulative net inflows across all spot Ether ETFs have now reached $9.64 billion, showing a 129% increase compared to June’s cumulative total. The massive growth didn’t stop at inflows alone. Total net assets across all spot ETH ETFs jumped to $21.52 billion, doubling from $10.32 billion just a month earlier. These funds now account for 4.77% of Ethereum’s entire market capitalization, showing that ETFs are becoming a gateway for capital entering the ETH market. Institutional interest has played a role in this growth as BlackRock’s ETHA remains the leading spot Ethereum ETF by assets, pulling in $18.18 million on July 31 and now holding $11.37 billion. Fidelity’s FETH also gained $5.62 million that same day, raising its net assets to $2.55 billion. Grayscale’s ETHE still manages a solid $4.22 billion asset base, even with a $6.8 million outflow, showing its continued relevance. Ethereum Price Rallies As ETF Inflows Hit New Highs The record-setting ETF inflows also lined up with a sharp price rally in ETH throughout July. ETH started the month at $2,486 and climbed to a high of $3,933, an increase of nearly 60%. By the end of the month, it had settled at $3,698, making July Ethereum’s strongest monthly price move since October 2021. The steady rise in ETF inflows could be a key driver behind this surge, showing that more capital entering the space may have directly boosted market sentiment and pricing. The ETH rally also marked the longest bullish monthly candle in nearly three years. As prices climbed, the spot ETFs recorded their longest-ever streak of daily net inflows, 20 days in a row without a single outflow after July 8. Some of the single-day gains came mid-month, including $726.7 million on July 16, $602 million on July 17, and $533.8 million on July 22. Ethereum could challenge its all-time high of $4,878, set in November 2021, as its rising role in decentralized finance and the growing use of regulated investment vehicles could help the asset. If the current pace of inflows and trading activity continues, it could soon take center stage in a broader altcoin-led market cycle.  $ETH

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Caitlin is a brilliant mind, and I asked for the best ways to preserve wealth based on the data below. Recommend a read. TLDR, buy Bitcoin, Gold, reduce risk assets. Skip to the bottom for the recommendations. 🔍 Key Observations from the Image High Yield CDS & Spreads (Credit Risk Metrics) High Yield CDS surged 22.4 bps to 336 bps (biggest weekly move since April). Friday alone saw a 13 bps jump – highest daily increase since May 21 (linked to Middle East tensions). High yield spreads widened 23 bps Friday alone (now at 301 bps), and 27 bps for the week – biggest move since early April. This reflects rising credit risk and investor concern about potential defaults in risky corporate debt. Investment-Grade Spreads Also widened, though more modestly – showing risk aversion is spreading from high yield to safer assets. Leveraged Loan Prices Dropped Down 0.22 points to 97.31 – largest drop since April. This indicates stress in floating-rate corporate debt, often owned by CLOs (collateralized loan obligations). Treasury Yields Dropped Sharply 2-year yield fell 27 bps to 3.68%, a massive move (second only to Dec 13, 2023). Market is pricing in 62 bps of rate cuts by December, and an 87% chance of a cut by September 17. This shows panic buying of safe assets, usually driven by fears of economic slowdown or financial accident. ⚠️ What It Means – Risks on the Horizon Immediate Risk: A credit event, recession scare, or geopolitical escalation (e.g., Middle East tensions mentioned). Timing: August–September 2025: Expect heightened volatility around Fed policy meetings, geopolitical events, and credit market conditions. Q4 2025: If spreads continue to widen and yields fall, expect broader market correction or a significant shift in Fed posture. 💼 Preserving Wealth – Recommended Actions 1. Shift Toward Safety Increase exposure to short-duration Treasuries (3-6 month T-bills or 2-year notes). Consider money market funds or high-quality bond ETFs like BIL or SHY. 2. Reduce Risk Assets Reduce allocation to high yield bonds, leveraged loans, and risky equities. Trim exposure to rate-sensitive or over-leveraged sectors (e.g., commercial real estate, small-cap banks). 3. Add Hedges Gold, Bitcoin: Hedge against currency debasement and geopolitical risk. Volatility products (e.g., VIX calls) or puts on broad indices if you're more active in managing downside risk. 4. Diversify Internationally Consider partial allocation to non-US assets (especially Asia or commodities-linked economies) for diversification if the dollar weakens alongside rate cuts. ✅ Summary Yes, this is a warning sign: The credit markets are flashing caution. If conditions worsen, Q4 2025 could see a broader correction or liquidity stress. Markets are betting on Fed cuts soon – but that could either relieve markets or confirm deeper economic weakness. Now is a time for defensive positioning, liquidity building, and trimming speculative risk. Thanks @CaitlinLong_ @dougnoland2

The deal for Son to transfer to LAFC is finalizing soon and looks to be a huge $ deal.

DO NOT PANIC THE PUMP RETURNS SOON