Markets are entering a data-light week clouded by contradictions. US growth is roaring back, the eurozone is stabilising, yet both economies remain under the spell of dovish central banks. For investors — especially in crypto — the question is whether the rebound is real, or just a mirage that could vanish under the weight of policy risk and structural weakness.
Is This Week a Trick or Treat for Cryptos & Markets?
Your weekly macro cheat sheet.
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Hazy Transparency: Blockchain Forensics, the Co-Spend Heuristic, and the Legal Limits of Crypto Tracing
As Chainalysis touts the accuracy of its tracing tools, new out-of-sample tests of the co-spend heuristic raise urgent questions about error rates, scientific validation, and whether blockchain forensic evidence meets legal standards.
Circle Stock Surges 50% in Two Days – But It's a Short Squeeze, Not a Turnaround
Hedge funds' bearish bets backfire as CRCL whipsaws higher on earnings beat
NVIDIA Posts Record Quarter, But Investors Ask: When Does AI Pay Off?
Chipmaker's blowout results reignite debate over sustainability of $700 billion in hyperscaler spending
The Retail vs. Institutional Divide: How Trading Patterns Reveal Two Completely Different Markets
As ETFs, corporate treasuries, and tokenized real-world assets absorb supply, the old four-year retail cycle is giving way to a macro-driven, institution-led regime where liquidity concentrates, volatility compresses, and value accrues to utility over hype.