#ai equities

[rwatimes]

Spot bitcoin ETFs log sixth consecutive week of net outflows; analyst says selling wave is exhausting itself

US spot bitcoin ETFs saw $227 million in net outflows last week, extending the negative flow streak to six consecutive weeks.

➤ Spot Bitcoin ETFs in the US have experienced six consecutive weeks of net outflows, totaling $5.94 billion, marking the longest such streak on record. ➤ Analysts suggest that investor capital may be shifting towards AI equities, while the selling pressure on Bitcoin appears to be easing, with a portion of outflows attributed to rate and arbitrage unwinds. ➤ Bitcoin's price stabilization around $64,000 is influenced by macro factors, including a hawkish Fed stance, with the passage of the Clarity Act seen as a potential positive catalyst.

[rwatimes]

On-chain U.S. equity perpetuals eye $1.08B tokenized stocks value

Crypto’s next big trade may not be a new token at all. In a new market-structure thesis, $HTX Research argues that on-chain U.S. equity perpetuals could become the next major opportunity,

➤ On-chain U.S. equity perpetuals are emerging as a significant opportunity within crypto, shifting focus from speculative tokens to traditional assets like AI-linked stocks and pre-IPO trades. ➤ This trend leverages existing crypto infrastructure (perpetual futures, stablecoin margin, on-chain wallets) to offer crypto users a familiar trading format for U.S. equities, emphasizing volatility and event-driven trading over traditional ownership. ➤ Platforms like TradeXYZ, Ostium, and Lighter are developing various models for on-chain equity trading, with notable examples like Cerebras Systems demonstrating the potential for active price discovery ahead of traditional IPOs.