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.
Bitcoin shrugged off a failed Senate crypto bill and the Fed’s first rate hike since 2023. With ETF inflows returning, $82,500 is now the level that matters.
The Japanese financial group is backing dtcpay through two investment vehicles as it looks to build digital-asset links between Japan and Southeast Asia, adding to a round Vertex Ventures led in March.
Coinbase, Strategy and Robinhood all jumped more than 9% Friday on Wall Street's read of the SEC's tokenized-stock framework, while Hyperliquid, Zcash and NEAR led a broader altcoin surge that pushed the total market back above $2.8 trillion.
A new study using real EU regulatory data finds that the multi-input heuristic can be highly accurate in some cases and completely wrong in others, raising serious questions about its use as forensic evidence.
