Get this newsletter each week! Click here to subscribe. Market Summary Weakness continues across risk assets with crypto markets digesting the implications of regulatory action against Kraken and Paxos/BUSD as well as the broader macro headwinds. This week’s CPI print will be a key driver of the macro picture going forward and…

Get this newsletter each week! Click here to subscribe. Market Summary US monthly jobs figures released last Friday suggested that the US economy remained resilient despite significant monetary tightening by the Fed. The blockbuster jobs figure forced market participants to re-evaluate their expectations on when the Fed would end rate hikes, leading…

Get this newsletter each week! Click here to subscribe. Market Summary 2023 has been shaping out to be a great year for cryptocurrencies so far, with the total market cap holding near $1.1T. BTC is up almost 40% since the start of the year, and on Sunday came close to $24,000 before…

Get this newsletter each week! Click here to subscribe. Market Summary The overall market narrative has evolved into one where market watchers watch out for signs of economic weakness that will bolster the case of a slowdown/ pause in hikes. …

Get this newsletter each week! Click here to subscribe. Market Summary In what was one of the most surprising moves in recent months, the global crypto market gained near 20% over the weekend, once again revisiting the $1T total crypto market cap. Signs of such a move were highlighted in the past…

Get this newsletter each week! Click here to subscribe. Market Summary Overall markets picked up steam during the first week of the new year, a possible January effect in addition to increased speculation of a milder series of rate hikes in this new year and China’s re-opening. 2023’s first CPI reading is…

Get this newsletter each week! Click here to subscribe. Market Summary Crypto markets started 2023 with a bang, with SOL sharply recovering from recent lows right after Ethereum co-founder Vitalik Buterin tweeted his support for the blockchain, outpacing the broader market. BTC and ETH are still trading near their December 2022 levels…

Get this newsletter each week! Click here to subscribe. Market Summary Crypto markets were quiet heading into the last week of the year, with BTC and ETH still hovering around last week’s levels. However, while the market was experiencing low volumes and volatility typical of the year-end holiday period, it seems that…

Get this newsletter each week! Click here to subscribe. Market Summary The week opened with a Reuters report alleging money laundering charges are under consideration by the DOJ for Binance and Binance’s founder CZ. Binance has since refuted the claims, as reported by MarketWatch. The coming week will be a big one…