https://www.youngju.dev/blog 천천히 올바르게. AI Researcher & DevOps Engineer Youngju's tech blog. GPU/CUDA, LLM, MLOps, Kubernetes AI workloads, distributed training, and data engineering. ko fjvbn2003@gmail.com (Youngju Kim) fjvbn2003@gmail.com (Youngju Kim) Thu, 18 Jun 2026 00:00:00 GMT https://www.youngju.dev/blog/finance/2026-06-18-bitcoin-2026-etf-flows-volatility.en https://www.youngju.dev/blog/finance/2026-06-18-bitcoin-2026-etf-flows-volatility.en After a record high in October 2025, Bitcoin corrected sharply in June 2026 alongside heavy spot ETF outflows. This piece reviews the mechanics of how ETF flows move price, the split among institutional forecasts, and the volatility risk, all framed with sources and balance. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) bitcoincryptoetfvolatilitymacroinvesting https://www.youngju.dev/blog/finance/2026-06-18-bitcoin-2026-etf-flows-volatility.ja https://www.youngju.dev/blog/finance/2026-06-18-bitcoin-2026-etf-flows-volatility.ja 2025年10月の史上最高値の後、ビットコインは2026年6月の現物ETF大規模流出とともに大きく調整しました。ETF資金フローが価格に与えるメカニズム、機関の分かれる見通し、そしてボラティリティのリスクを、出典とともにバランスよく整理します。 Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) bitcoincryptoetfvolatilitymacroinvesting https://www.youngju.dev/blog/finance/2026-06-18-bitcoin-2026-etf-flows-volatility https://www.youngju.dev/blog/finance/2026-06-18-bitcoin-2026-etf-flows-volatility 2025년 10월 사상최고가 이후 비트코인은 2026년 6월 현물 ETF 대규모 유출과 함께 큰 폭으로 조정되었습니다. ETF 자금 흐름이 가격에 미치는 메커니즘과 기관들의 엇갈리는 전망, 그리고 변동성 리스크를 출처와 함께 균형 있게 정리합니다. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) bitcoincryptoetfvolatilitymacroinvesting https://www.youngju.dev/blog/finance/2026-06-18-commodities-grid-copper-ai-power.en https://www.youngju.dev/blog/finance/2026-06-18-commodities-grid-copper-ai-power.en The AI data center boom is lifting demand not only for chips but for the physical backbone behind them: power grids, copper, and transformers. This article examines the commodity cycle, supply constraints, and the inflation-hedge angle, presenting both bull and bear views. It is analysis for informational purposes and not investment advice. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) commoditiescopperpower-gridai-infrastructureenergymacroinvesting https://www.youngju.dev/blog/finance/2026-06-18-commodities-grid-copper-ai-power.ja https://www.youngju.dev/blog/finance/2026-06-18-commodities-grid-copper-ai-power.ja AIデータセンターのブームは半導体だけでなく、その背後にある電力網、銅、変圧器といった物理インフラの需要を押し上げています。本稿はコモディティサイクルと供給制約、インフレヘッジの観点から、強気と弱気の両方の見方をバランスよく検討します。情報提供を目的とした分析であり、投資勧誘ではありません。 Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) commoditiescopperpower-gridai-infrastructureenergymacroinvesting https://www.youngju.dev/blog/finance/2026-06-18-commodities-grid-copper-ai-power https://www.youngju.dev/blog/finance/2026-06-18-commodities-grid-copper-ai-power AI 데이터센터 붐은 반도체뿐 아니라 전력망, 구리, 변압기 같은 물리적 인프라 수요를 끌어올리고 있습니다. 이 글은 원자재 사이클과 공급 제약, 인플레 헤지 관점에서 강세와 약세 시각을 균형 있게 살펴봅니다. 정보 제공 목적의 분석이며 투자 권유가 아닙니다. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) commoditiescopperpower-gridai-infrastructureenergymacroinvesting