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Wall Street's Worry: Stocks & Bonds Moves In Tandem, and Bitcoin's Near $5,000 Shave
Bitcoin ETFs triggered a rapid downturn in BTC, S&P 500 earnings expectations slipped, Japan stocks surged, and China's recovery is expected to be slow
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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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Bitcoin’s Capitulation Signal Cluster: Reading the Tea Leaves of a Shifting Cycle
Bitcoin has reclaimed a key on-chain cost basis as capitulation signals mount, but fading economic data and a hawkishly divided Fed could determine whether the recovery becomes a lasting trend.
The Fine Print in Singapore's New Fund Tax Break That Crypto Managers Should Read
Hong Kong just wrote digital assets directly into its carried-interest tax law. Singapore's competing package leans on an older, asset-neutral scheme that Singapore's crypto funds already use, leaving the crypto-specific certainty to Budget 2027.
Licensed to Shill: Ethereum's Staking Yield Cut Won't Fix What's Actually Broken
The panel, featuring Blockhead's Tim Han, discusses why cutting ETH's risk-free rate from roughly 3% to 1.2% cannot fix a token that still has nowhere useful to go.
Bitcoin Tops $75,000, Ether Jumps 5% as Rally Continues
A White House meeting with crypto executives and a Treasury move to double bond buybacks gave the rally a policy tailwind on top of falling yields.