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Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. ## Straight from the Desk # **Syz** the moment Live feeds, charts, breaking stories, all day long. - [All](https://blog.syzgroup.com/syz-the-moment) - [equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) - [United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) - [Macroeconomics](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) - [Food for Thought](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) - [markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) - [Central banks](https://blog.syzgroup.com/syz-the-moment/tag/central-banks) - [bitcoin](https://blog.syzgroup.com/syz-the-moment/tag/bitcoin) - [Fixed Income](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) - [geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) - [AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) - [europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) - [Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) - [gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) - [Commodities](https://blog.syzgroup.com/syz-the-moment/tag/commodities) - [investing](https://blog.syzgroup.com/syz-the-moment/tag/investing) - [Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) - [Crypto](https://blog.syzgroup.com/syz-the-moment/tag/crypto) - [technical analysis](https://blog.syzgroup.com/syz-the-moment/tag/technical-analysis) - [nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) - [oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) - [china](https://blog.syzgroup.com/syz-the-moment/tag/china) - [ETF](https://blog.syzgroup.com/syz-the-moment/tag/etf) - [earnings](https://blog.syzgroup.com/syz-the-moment/tag/earnings) - [Forex](https://blog.syzgroup.com/syz-the-moment/tag/forex) - [energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) - [banking](https://blog.syzgroup.com/syz-the-moment/tag/banking) - [magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) - [Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) - [Volatility](https://blog.syzgroup.com/syz-the-moment/tag/volatility) - [Real Estate](https://blog.syzgroup.com/syz-the-moment/tag/real-estate) - [apple](https://blog.syzgroup.com/syz-the-moment/tag/apple) - [emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) - [google](https://blog.syzgroup.com/syz-the-moment/tag/google) - [Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) - [switzerland](https://blog.syzgroup.com/syz-the-moment/tag/switzerland) - [tesla](https://blog.syzgroup.com/syz-the-moment/tag/tesla) - [United Kingdom](https://blog.syzgroup.com/syz-the-moment/tag/united-kingdom) - [amazon](https://blog.syzgroup.com/syz-the-moment/tag/amazon) - [microsoft](https://blog.syzgroup.com/syz-the-moment/tag/microsoft) - [assetmanagement](https://blog.syzgroup.com/syz-the-moment/tag/assetmanagement) - [ethereum](https://blog.syzgroup.com/syz-the-moment/tag/ethereum) - [meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) - [russia](https://blog.syzgroup.com/syz-the-moment/tag/russia) - [Industrial-production](https://blog.syzgroup.com/syz-the-moment/tag/industrial-production) - [Healthcare](https://blog.syzgroup.com/syz-the-moment/tag/healthcare) - [ESG](https://blog.syzgroup.com/syz-the-moment/tag/esg) - [Global Markets Outlook](https://blog.syzgroup.com/syz-the-moment/tag/global-markets-outlook) - [Turkey](https://blog.syzgroup.com/syz-the-moment/tag/turkey) - [inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) - [bankruptcy](https://blog.syzgroup.com/syz-the-moment/tag/bankruptcy) - [brics](https://blog.syzgroup.com/syz-the-moment/tag/brics) - [Market Outlook](https://blog.syzgroup.com/syz-the-moment/tag/market-outlook) - [performance](https://blog.syzgroup.com/syz-the-moment/tag/performance) - [africa](https://blog.syzgroup.com/syz-the-moment/tag/africa) - [LLM](https://blog.syzgroup.com/syz-the-moment/tag/llm) - [Global](https://blog.syzgroup.com/syz-the-moment/tag/global) - [Market News](https://blog.syzgroup.com/syz-the-moment/tag/market-news) - [Weekly Equities](https://blog.syzgroup.com/syz-the-moment/tag/weekly-equities) Show more 8 Sep 2026 - - - #### Jane Street ($4.4M), UBS ($7.5M), and Bank of Montreal ($6.7M) just showed up as confirmed HYPE ETF holders via 13F filings. Source: Cointelegraph [#ETF|](https://blog.syzgroup.com/syz-the-moment/tag/etf) [#banking](https://blog.syzgroup.com/syz-the-moment/tag/banking) ![Jane Street ($4.4M), UBS ($7.5M), and Bank of Montreal ($6.7M) just showed up as confirmed HYPE ETF holders via 13F filings.](https://blog.syzgroup.com/hubfs/1788795316215.jpg) ![Jane Street ($4.4M), UBS ($7.5M), and Bank of Montreal ($6.7M) just showed up as confirmed HYPE ETF holders via 13F filings.](https://blog.syzgroup.com/hubfs/1788795316215.jpg) 27 Aug 2026 - - - #### AI, Infrastructure, Defense, Space, and Nuclear are now the top 5 ETF themes of 2026 Source: Hedgeye A16Z [#ETF|](https://blog.syzgroup.com/syz-the-moment/tag/etf) [#markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) ![AI, Infrastructure, Defense, Space, and Nuclear are now the top 5 ETF themes of 2026](https://blog.syzgroup.com/hubfs/1787751066998-1.jpg) ![AI, Infrastructure, Defense, Space, and Nuclear are now the top 5 ETF themes of 2026](https://blog.syzgroup.com/hubfs/1787751066998-1.jpg) 24 Aug 2026 - - - #### Bitcoin ETFs just had their strongest weekly inflow since October 2025, attracting nearly $2 billion in inflows. BlackRock’s $IBIT dominated the demand, accounting for nearly 70% of the total. Even Ethereum ETFs attracted almost $700 million during the week. This came after the US Treasury announced larger buybacks of long term bonds. The move initially pushed yields lower and weakened the dollar, increasing demand for assets like Bitcoin and Gold. Source: Bull Theory [#ETF|](https://blog.syzgroup.com/syz-the-moment/tag/etf) [#bitcoin](https://blog.syzgroup.com/syz-the-moment/tag/bitcoin) ![Bitcoin ETFs just had their strongest weekly inflow since October 2025, attracting nearly $2 billion in inflows.](https://blog.syzgroup.com/hubfs/1787501748997.jpg) ![Bitcoin ETFs just had their strongest weekly inflow since October 2025, attracting nearly $2 billion in inflows.](https://blog.syzgroup.com/hubfs/1787501748997.jpg) 17 Aug 2026 - - - #### The longest duration bond ETF is now down 63% from its peak in March 2020. How is that possible? The 30-Year Treasury yield has moved from an all-time low of 0.8% in March 2020 up to 5.3% today. Long duration + Rising interest rates from all-time low levels = Pain Source: Charlie Bilello [#Fixed Income|](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) [#ETF](https://blog.syzgroup.com/syz-the-moment/tag/etf) ![The longest duration bond ETF is now down 63% from its peak in March 2020.](https://blog.syzgroup.com/hubfs/1786910089471.jpg) ![The longest duration bond ETF is now down 63% from its peak in March 2020.](https://blog.syzgroup.com/hubfs/1786910089471.jpg) 21 Jul 2026 - - - #### China's government just pumped 13.8 Billion Yuan ($2 Billion USD) into their largest ETF tracking semiconductor stocks, the fund's largest inflow in history Bloomberg, Barchart [#ETF|](https://blog.syzgroup.com/syz-the-moment/tag/etf) [#china](https://blog.syzgroup.com/syz-the-moment/tag/china) ![China's government just pumped 13.8 Billion Yuan ($2 Billion USD) into their largest ETF tracking semiconductor stocks, the fund's largest inflow in history](https://blog.syzgroup.com/hubfs/1784632929313.jpg) ![China's government just pumped 13.8 Billion Yuan ($2 Billion USD) into their largest ETF tracking semiconductor stocks, the fund's largest inflow in history](https://blog.syzgroup.com/hubfs/1784632929313.jpg) 20 Jul 2026 - - - #### THIS IS HOW EXCESSIVE LEVERAGE AND SPECULATION END: The SK Hynix long 2x Leveraged ETF, listed in Hong Kong, is down -64% from its June peak. SK Hynix shares have fallen more than -35% from their June peak. Source: Global Markets Investor [#ETF|](https://blog.syzgroup.com/syz-the-moment/tag/etf) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![THIS IS HOW EXCESSIVE LEVERAGE AND SPECULATION END:](https://blog.syzgroup.com/hubfs/1784403713826.jpg) ![THIS IS HOW EXCESSIVE LEVERAGE AND SPECULATION END:](https://blog.syzgroup.com/hubfs/1784403713826.jpg) 13 Jul 2026 - - - #### This is how leverage turns a pullback into a wipeout. The 2x leveraged SK Hynix ETF listed in Hong Kong has plunged 64% from its June peak after SK Hynix shares fell more than 35%, including a record 15% one-day drop on Monday. Many South Korean retail investors rushed into these leveraged ETFs after their launch, expecting to amplify AI-driven gains. Instead, extreme volatility and daily rebalancing accelerated losses, with reports of forced liquidations already emerging. The lesson is simple: leverage doesn't just amplify returns—it magnifies mistakes. In volatile markets, it can destroy capital far faster than most investors expect. Source: Global Markets Investor [#ETF|](https://blog.syzgroup.com/syz-the-moment/tag/etf) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![This is how leverage turns a pullback into a wipeout.](https://blog.syzgroup.com/hubfs/1-Jul-13-2026-03-07-37-5232-PM.jpg) ![This is how leverage turns a pullback into a wipeout.](https://blog.syzgroup.com/hubfs/1-Jul-13-2026-03-07-37-5232-PM.jpg) 9 Jul 2026 - - - #### Inside $QQQM, Invesco's take on the Nasdaq-100 It holds around 100 of the largest nonfinancial companies listed on the Nasdaq, tilted heavily toward tech and growth names. $NVDA: 7.6% - designs the GPUs powering AI and gaming $AAPL: 7.3% - makes the iPhone, Mac, and a growing services business $GOOG/$GOOGL: 6.5% - runs Google Search, YouTube, and Google Cloud $MU: 4.9% - builds memory and storage chips for computers and data centers $MSFT: 4.7% - sells Windows, Office, and Azure cloud services $AMZN: 4.2% - runs the largest US online store plus AWS cloud $AMD: 3.8% - makes processors and graphics chips for PCs and servers $TSLA: 3.2% - builds electric vehicles and energy storage systems Source: ETF Investments [#ETF|](https://blog.syzgroup.com/syz-the-moment/tag/etf) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![Inside $QQQM, Invesco's take on the Nasdaq-100](https://blog.syzgroup.com/hubfs/1-Jul-09-2026-02-36-26-4852-PM.jpg) ![Inside $QQQM, Invesco's take on the Nasdaq-100](https://blog.syzgroup.com/hubfs/1-Jul-09-2026-02-36-26-4852-PM.jpg) [❮](https://blog.syzgroup.com/syz-the-moment/tag/etf/page/1) [1](https://blog.syzgroup.com/syz-the-moment/tag/etf/page/1) [2](https://blog.syzgroup.com/syz-the-moment/tag/etf/page/2) [3](https://blog.syzgroup.com/syz-the-moment/tag/etf/page/3) [4](https://blog.syzgroup.com/syz-the-moment/tag/etf/page/4) [5](https://blog.syzgroup.com/syz-the-moment/tag/etf/page/5) [❯](https://blog.syzgroup.com/syz-the-moment/tag/etf/page/3) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/etf/page/27?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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