Citadel bets on a Fed rate hike Wednesday as bitcoin analysts call a hold. Someone will be wrong.
Citadel's macro team says Wednesday's hike isn't about the data. It's about Warsh's best shot at making a surprise actually count before the market stops being…
Bitcoin may have bottomed before its traditional cycle low: Grayscale’s Pandl
Grayscale’s head of research said that Bitcoin may have bottomed, arguing that macro factors, such as interest rate decisions as increasingly driving the price…
Bitcoin is nearing a power law support line Fidelity has tracked since 2015
The group's Dir. of Global Macro Jurien Timmer calls it an accumulation zone but notes the lack of a catalyst to bounce yet. Source:CoinDesk
Crypto IPO market stalls as capital rotates to AI and macro uncertainty weighs
Funding constraints and investor caution, not regulation, are delaying crypto IPOs, according to Cohen & Company Capital Markets' Christian Lopez.…
Schwab strategists warn of a major market shift: The era of easy index gains is officially over
More geopolitical instability, more frequent supply shocks and macro volatility are facing investors in an era that’s just starting, says Charles Schwab.…
A looming AI disappointment and rising yields. Why one research firm is hitting the brakes on U.S. stocks.
In a market dominated by tech stocks, a big test is facing investors in the next 12 months, warns MacroResearchBoard Source:MarketWatch
What's next for Bitcoin and stocks? Analysts see a volatile second half
After AI drove equities higher while bitcoin lagged, market watchers expect macro policy and market structure to take center stage. Source:CoinDesk
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Bitcoin steadies above $63,000 as its worst week in months got a late macro rescue
A tiny Strategy sale raised a bigger question about Saylor’s neversell stance, while easing Iran fears and a strong SpaceX debut helped risk assets recover.…