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With less than a month remaining until the upcoming FOMC meeting, a series of speeches by Federal Reserve officials strongly indicated a persistent...
US CPI data released last week continues to show a deflationary trend. Real-time CPI estimates also suggest the potential for a sub 2% inflation print...
As expected, rates were lifted another 25bp at last week’s FOMC meeting. Chairman Powell’s leading statement touched on the banking system being sound...
The Fed is expected to raise rates by 25bp this week, with probabilities indicating that this will likely be the last hike before entering a "higher...
Earnings season is in full swing, with most S&P 500 companies set to report earnings over the next two weeks. Despite the S&P 500's unexciting...
The Shapella network upgrade for Ethereum, a combination of Shanghai and Capella, was successfully implemented last week. All staked ETH, which was previously locked on the Beacon chain, has the ability to join the exit queue and become fully liquid once again, if desired....
This week’s major macro events are the release of March CPI data and bank earnings. Currently, CPI estimates are around 5.2% YoY, lower than the 6.0%...
Another quarter comes to a close and in true form, Bitcoin saw dramatic quarter-over-quarter price movement. Historically, the relative price action ...
Last week, the Fed raised rates by 25 basis points, bringing the Fed funds rate above both the Truflation real-time inflation estimation and the Fed's...
On Wednesday, the FOMC is set to potentially hike another 25bp after a tumultuous past few weeks that have led to a US regional banking crisis. Long...
Nearly a year after the fastest Fed hiking cycle in history, cracks in the ecosystem started to emerge quickly at the end of last week. Silicon Valley......
Over the past few weeks, rate expectations have continued to progressively increase following a series of strong economic data and hotter than expected...
Potential macro headwinds continue to dominate conversations in relation to risk assets. Strong economic data and a leveling off of inflation may move...
More regulatory news came from the SEC last week, which some view as progress towards additional regulatory clarity for digital assets while others have...
Regulatory enforcement actions for retail staking platforms and stablecoin issuers in the digital asset environment have ramped up over the past week...
Bitcoin’s on-chain activity has picked up in recent weeks, thanks to growing utility in emerging markets and the rise of NFT novelty. Both transactions...
Bitcoin will likely close at least +40% on the month, a rare feat for January, historically. This will also likely be Bitcoin’s strongest monthly performance since late 2020. Longer term Bitcoin monthly...
Bitcoin is now +37% YTD, outperforming the S&P 500 by a factor of 10x. Now with both the FTX debacle and tax loss harvesting in the rearview, sentiment...
