Bitcoin ETFs see significant outflows while Chainlink gains traction, hinting at shifting institutional interests.

In Q2 2026, Bitcoin ETF positions worth $16.3 billion broke into four distinct holding patterns across major filers. The complex posted about $4.89 billion in net outflows over the quarter, including about $2.06 billion in the final five trading sessions of June. Two Abu Dhabi sovereign holders kept their IBIT share counts unchanged even as reported market values fell about 13.35%, while one bank increased spot Bitcoin ETF units from 8,462,883 shares to 10,623,591.

Nvidia CEO Jensen Huang said AI computing power is becoming an “investable asset class,” and the company is working with major financial institutions including KKR to mobilize more than $500 billion of third-party capital for AI data centers and Nvidia hardware. Nvidia has a market capitalization of $5.4 trillion. The stock has gained 976.5% over the past five years, up 23.9% over the past 52 weeks and 20.7% year to date.

Anthropic projects revenue of $190$200 billion by 2028, according to a report. By Q2 2026, the company expects revenue of at least $10.9 billion, more than doubling from the prior quarter. It is also forecast to post its first quarterly operating profit of $559 million. The projections are framed against public-market valuation benchmarks, including Palantir at 53 times this year’s expected revenue and SpaceX and Cloudflare at 41.6 times expected 2026 revenue.

Trump-backed World Liberty Financial received conditional approval from the U.S. Office of the Comptroller of the Currency for a bank charter, sending its WLFI token up 5.5% before it hit resistance at $0.06 and pared gains to 2.5%. The project must still meet requirements including at least $20 million in capital, compliance and internal audit systems, and passing pre-opening exams. The approval is seen as a milestone as USD1 has expanded rapidly since launching in March 2025, according to multiple large media outlets.

Nvidia filed a Form 13F with the U.S. Securities and Exchange Commission detailing a public equity portfolio valued at about $63.4 billion as of June 30, 2026, up from roughly $18.4 billion the prior quarter. Intel was the largest holding at 214.8 million shares worth around $30 billion, representing 44.23% of the portfolio and tied to a $5 billion investment announced in 2025 to collaborate on PC and data center chips. The company also reported a large new SpaceX position, and the overall portfolio appeared highly concentrated.

Anthropic is forecasting 2028 revenue of about $190 billion to $200 billion, far above its current level, people familiar with the matter said. Its revenue run rate was about $9 billion at the end of 2025 and had risen above $47 billion by May 2026. The company projects at least $10.9 billion in revenue for the second quarter of 2026, more than double the prior quarter. It is also expected to post its first quarterly operating profit of $559 million.

Bitcoin traded near $62,991 on 14 August, about 50 percent below its October 2025 record close. Strategy sold 3,328 bitcoin over two weeks, raising about $213.3 million to fund dividends and buybacks. US spot bitcoin ETFs recorded net inflows of $865.3 million from 3 to 7 August before swinging to net outflows of $329.0 million over the next four sessions. Stablecoin supply hit a record $383.8 billion, up 22.7 percent over 12 months, while the Fed held rates at 3.50 to 3.75 percent and the 30year Treasury yield rose to 5.21 percent.