Part 4 of 5 - News Summary (24Nov25)
News and my thoughts from the past week (24Nov25)
Investors are DUMPING Bitcoin funds at a RECORD pace: Bitcoin ETF $IBIT saw -$523 MILLION in net outflows on Tuesday, the highest EVER. In 5 days, investors withdrew over $1 BILLION from $IBIT. Over the last 3 weeks, crypto funds have seen $3.2 BILLION in net outflows. - X user Global Markets Investor
Container import bookings into the US are down 16% YoY as retailers tighten up inventories - X user Craig Fuller
Why are stocks falling? Because if you take the numbers in this chart seriously, the hyperscalers will hold at least $2.5 trillion in AI assets by the end of this decade. Assuming a depreciation rate of 20%, that would generate $500 billion in annual depreciation expense. This is more than their combined profits for 2025. - X user Peter Berezin
There were more than one billion equity errors over the span of eight trading days in October. That is not the sign of a healthy stock market. - X user Reese Politics
Bitcoin dumping again just as Japan is set to unveil a ¥21.3 trillion stimulus. - X user ZeroHedge
Japan says its stimulus package will have an overall economic impact of $265 billion. The Japanese Yen just fell to its weakest level against the US Dollar since January 2025. Pandemic-like stimulus is on its way. - X user The Kobeissi Letter
“Small businesses are no longer profitable right now. Truflation came out this morning… is at 2.41%. The main drivers are food and electricity. These are two things over which the Fed has no control.” - Danielle DiMartino Booth (Bloomberg Radio)
$2 BILLION WILL BE LIQUIDATED IF BITCOIN FALLS TO $80,000 - X user BitcoinLFG
Over the last 3 weeks, crypto funds have seen $3.2 BILLION in net outflows - Bloomberg
“A bull market is when the market moves up on bad news. A bear market is when the market moves down on good news.” - X user Craig Fuller
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CMA CGM on Monday said group net income fell 72.6% to $749 million from $2.73 billion on revenue down 11.3% to $14.042 billion from $15.834 billion in the year-ago quarter. There is a drop in revenue from geopolitics & demand. - Freight Waves.
VITALIK: QUANTUM COMPUTERS COULD BREAK ETHEREUM AND BITCOIN BY 2028. He warned that quantum computing could break the elliptic curve cryptography securing Ethereum and Bitcoin within four years. - Coin Bureau
About 25% of the U.S. population has a FICO credit score below 660, meaning they are subprime, per Apollo chief economist Torsten Sløk, - Unusual Wahles
AMERICANS NOW NEED 70 PERCENT HIGHER INCOME THAN SIX YEARS AGO TO COMFORTABLY AFFORD A MEDIAN PRICED HOME THE US HOUSING MARKET IS AT ITS MOST UNAFFORDABLE POINT IN HISTORY - First Squawk
Tender rejections are weakening as we head into the Thanksgiving holiday. Note: this is not normal, we should see rejections spiking - Craig Fuller / FreightWaves
The U.S government was shut down for 42 days and total U.S debt STILL jumped by ~$620 billion during that stretch. - Stock Market News
THE US FREIGHT RECESSION IS DEEPENING: TRUCKLOADS INDEX FALLS TO LOWEST LEVEL SINCE 2014 AS GOODS MOVEMENT SLOWS SHARPLY - First Squawk
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