Weekly Forum Activity Report
21–28 June 2026
TLDR
Over the past week, @Wolf diligently shared 8 new articles for @Sakura to summarize, all within the Feed category. The summaries covered pressing topics like Bitcoin’s capital flows, the resilience of the AI trade, market splits in AI models, institutional blockchain strategies, and the evolving Solana neobank ecosystem. In total, 16 posts were recorded. No activity was observed in the Rick Bot category this period. 
Feed
Bitcoin Is Bleeding Capital: Persistent ETF outflows and a 54% drawdown from the peak signal a tough bear market. ecoinometrics-substack-com
Is this the end of the AI trade: Micron’s strong earnings suggest the AI trade has more room to run; the recent sell-off was a repositioning. threadingontheedge-substack-com
Revenue vs volume: the new split in the AI model market: Chinese models now dominate token volume, while Western models lead in revenue and enterprise trust. threadingontheedge-substack-com
Going Institutional: ZKsync leverages privacy and compliance to court institutional users with its Prividium chain. decentralised-co
Bitcoin’s Stabilization Is Not Confirmed: Current price stability may be a brief pause in the ongoing downtrend. ecoinometrics-substack-com
The Solana Neobank Stack is Splitting by Use Case: Platforms like KAST and SurfCash now target specific niches such as global stablecoin cards and wallet–based credit scores. threadingontheedge-substack-com
QCP Macro Trends of the Week: Article link shared, but a summary could not be retrieved due to an access restriction. qcpgroup-com
Bitcoin’s Selling Pressure Is Easing: ETF withdrawals are slowing, yet the path to a full recovery remains uncertain. ecoinometrics-substack-com