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.
The ethereum treasury company now holds 3.98% of total ETH supply, and is positioning to retire shares should the stock trade below intrinsic value
BTC ETF products pulled in $358 million on Thursday, led by BlackRock's IBIT, as bitcoin pressed toward a key technical level
The Blockstream CEO "emphatically denies" the claim — but a trail of decade-old emails makes him the most credible suspect in years.
Bitcoin ripped higher as a temporary Iran truce eased oil markets and revived risk appetite, but the move is already losing steam near key resistance. Traders are piling into upside calls while still hedging downside, reflecting uncertainty over whether this is a breakout or just a relief rally.
