An in-depth weekly round up of the current financial landscape and how digital assets are affected by market news and events.
Traditional risk assets underperform crypto in the short term MicroStrategy is keeping its bitcoin holdings Regulators have stepped up scrutiny and public engagement since Terra/LUNA
Crypto stresses start with the same macro backdrop pressuring risk assets… …leaving digital assets more exposed to crypto-specific developments Stablecoin losses have implications for regulation,
Crypto assets remain subject to swings in risk appetite Bitcoin-inflation correlations are low… … but that understates the importance of inflation as a driver of
Bitcoin price consolidation sees volatility decline US dollar rises to multi-year highs, presenting risks to crypto assets The FOMC meeting and US jobs data highlight
Crypto prices pull back again after Fed officials suggest even more aggressive tightening Bitcoin’s trading in the last Fed tightening cycle offers some clues to
Major crypto assets attempt to stabilize along with equities and bond yields Macro factors continue to dominate crypto trading Covid lockdowns pressure China’s economy; look
There’s no getting around the Fed / yield / dollar dynamic for crypto Key upcoming events in the US, Canada and Europe China stresses keep
Bitcoin and Ethereum consolidation near recent highs keeps bias positive US yield curve inversion comes with caveats Looking for news on the Fed’s balance sheet
Constructive price action sidesteps macro stresses Bitcoin correlation with risk assets emphasized Another high-profile hedge fund considers crypto Bitcoin (BTC) price action has turned more
Fed tightening begins as US macro outlook shifts The war in Ukraine remains a key focus China’s covid outbreak and policy response bear monitoring for
