The Week Where Everything – And Nothing – Changed
Your weekly macro cheat sheet.
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US Inflation Re-Accelerates to 3.7%: The Bond Market Is the Real Threat to Crypto
Hotter inflation, oil above $107 and Treasury yields at multi-year highs have put Bitcoin’s $80,000 floor under pressure. With the Fed caught between stubborn prices and a weakening labor market, the next rate decision could determine whether BTC holds its range or breaks lower.
AI Agents Have Made 138 Million Payments Over x402, Most of Them Under 10 Cents
Chainalysis data shows U.S. wallets account for almost all agent spending on AI model inference, while Chinese-linked wallets dominate payments for security and code analysis services.
Kraken Parent Payward to Buy Lithuania's Saldo Bank
The deal would give Payward a full EU banking license on top of its Irish e-money license, letting it pay interest on deposits and lend across five European markets.
Ledger Pulls Devices From Asian Markets Over Spy Implant as Trezor Cuts Resellers
An implant that read recovery phrases off the screen and sent them out over LTE has been linked to more than $86 million in suspected thefts, and a second tampered device has now surfaced in Singapore.