Deflation, Concerns of Risk Assets & SEC Trouble for Cryptos
Higher interest rate rumours lead to market woes, whilst emerging market bonds outperformed. The dollar strengthens but oil prices rise and gold prices fall. China's economy showed signs of slowing recovery with falling prices and exports.
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Bye Bye Blockhead Business, Hello brn
Blockhead Business takes a giant leap forward as BRN, a sophisticated research platform designed to empower institutional investors with actionable insights and a strategic edge in the dynamic digital asset landscape.
Fed Tells Markets - No Rate Cut in March, Deal With It
This week's financial digest explores the global markets' adjustment to the mantra of "higher for longer" interest rates, amid robust US economic data challenging rate cut expectations. The focus shifts to hedge funds' windfall from catastrophe bonds and the USD's resurgence to pre-Fed pivot levels
Multi-Factor Dangers of Crypto's Billion-Dollar "Restaking" Bet
Restaking is drawing significant attention, with platforms like EigenLayer drawing over $3 billion in ETH and token derivatives from speculators, alongside millions from investors chasing early adopter airdrops. However, the resurgence of speculative investment chasing high rewards raises concerns.
Important Arbitrage Trade Closes in the Spot Bitcoin ETF Era
The launch of 11 spot Bitcoin ETFs in the US has led to a 24% drop in open interest for Bitcoin futures, signaling a shift in investor preference from futures to direct crypto holdings.
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Why Crypto's Fragile Equilibrium is a Trap
Bitcoin looks calm on the surface, but ETF inflows, thin liquidity, leverage and geopolitical risk are building a market primed for a sharp move in either direction.
Polymarket Launches Perpetual Futures With Up to 20x Leverage Across Crypto, Stocks, Commodities
The prediction market built its name calling elections. Two days after closing a funding round above a $21 billion valuation, it turned itself into a leveraged trading venue with a real order book.
OpenAI Launches GPT-6 Astra, Says Its Most Capable Model Yet Might Be AGI
The model is the first from OpenAI to cross its own "critical" threshold for cybersecurity risk, and its launch sharpens a parallel question about how autonomous AI agents will actually pay for what they do.
Strive and Strategy Deployed $513 Million Into Bitcoin the Same Week, at Nearly the Same Price
The two treasuries fund their accumulation in very different ways, and a filing shows Strive holding a stake in Strategy's own preferred stock, so the two are not just parallel bets on bitcoin. They hold each other's paper.