You weekly macro cheat sheet
A pivotal run of US data is finally landing, and the rates market now assigns roughly a 50% chance of a Fed cut in December. That shift alone is shaping how digital assets set up for the week.
The key dynamic: crypto no longer needs to front-run Wednesday’s FOMC minutes, since the market has already repriced toward a balanced, coin-flip probability. Instead, positioning looks tethered to Thursday’s delayed September jobs report.
As ETFs commoditize price exposure, durable returns in crypto will accrue to companies that operate, secure, and scale the networks themselves.
Strategy posts $12.4 billion quarterly loss as holdings fall below cost basis; fear index hits record low
Winklevoss brothers pivot focus to U.S. market, prediction markets as AI reshapes operations
At the World Economic Forum in Davos this year, the key theme for digital assets was the future of tokenization. The stage setting ahead of the forum started with themes on clear regulations promoting greater acceptance and growth potential of digital assets to the pace of asset tokenization rapidly increasing,
