farm flipped vapor
hfun flipped purr
can't help but have certain expectations for farm now
hfun flipped purr
can't help but have certain expectations for farm now
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Forwarded from QCP Broadcast
QCP Asia Colour – 14 January 25
The global market has caught up with the recalibration of the Fed rate cut outlook. The 10Y yield surged to 4.8%, its highest since late 2023, with markets now pricing no rate cuts until October. Equities futures opened 1.5% lower, sending Bitcoin below $90k before a steady recovery to above $95k.
What’s Next?
Key PPI and CPI data are on the horizon. We think potential surprises could come on the upside, as markets begin to adjust to the reality of a prolonged higher-rate environment, with some even entertaining the possibility of a rate hike.
The momentum in rising yields could test financial market resilience. In crypto, cautious sentiment is evident in BTC options flows, with puts rolled below the key $90k support. Front-end vols and flies remain elevated, while the VIX stays high at 18.68 - suggesting volatility to persist through January.
Still, there’s hope for a catalyst. Reports suggest Trump may sign executive orders on day one, addressing “de-banking” and repealing a contentious crypto accounting policy, which could provide a boost to the market.
The global market has caught up with the recalibration of the Fed rate cut outlook. The 10Y yield surged to 4.8%, its highest since late 2023, with markets now pricing no rate cuts until October. Equities futures opened 1.5% lower, sending Bitcoin below $90k before a steady recovery to above $95k.
What’s Next?
Key PPI and CPI data are on the horizon. We think potential surprises could come on the upside, as markets begin to adjust to the reality of a prolonged higher-rate environment, with some even entertaining the possibility of a rate hike.
The momentum in rising yields could test financial market resilience. In crypto, cautious sentiment is evident in BTC options flows, with puts rolled below the key $90k support. Front-end vols and flies remain elevated, while the VIX stays high at 18.68 - suggesting volatility to persist through January.
Still, there’s hope for a catalyst. Reports suggest Trump may sign executive orders on day one, addressing “de-banking” and repealing a contentious crypto accounting policy, which could provide a boost to the market.
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Forwarded from Walter Bloomberg
*US DEC. PRODUCER PRICES RISE 0.2% M/M; EST. +0.3%
*US DEC. PRODUCER PRICES RISE 3.3% Y/Y; EST. +3.4%
*US DEC. CORE PPI UNCHANGED M/M; EST. +0.3%
*US DEC. CORE PPI RISES 3.5% Y/Y; EST. +3.8%
(@WalterBloomberg)
*US DEC. PRODUCER PRICES RISE 3.3% Y/Y; EST. +3.4%
*US DEC. CORE PPI UNCHANGED M/M; EST. +0.3%
*US DEC. CORE PPI RISES 3.5% Y/Y; EST. +3.8%
(@WalterBloomberg)
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reduced my book, because i feel like i run better w a smaller book
also feel like i need to spend some time to familiarise myself with the intermediate steps before moving to the advanced levels
gotta grow my glass
largely because i feel a lot of real world absolute value of the numbers
an old article i wrote on what i'm talking about:
https://medium.com/@dpycm/the-glass-of-wealth-1140df3a8057
also feel like i need to spend some time to familiarise myself with the intermediate steps before moving to the advanced levels
gotta grow my glass
largely because i feel a lot of real world absolute value of the numbers
an old article i wrote on what i'm talking about:
https://medium.com/@dpycm/the-glass-of-wealth-1140df3a8057
Medium
The Glass of Wealth
How wealth depends on the glass holding it
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Forwarded from Alpha
CPI: +2.9% YEAR-OVER-YEAR (EST. +2.9%)
U.S. CORE CPI: +3.2% YEAR-OVER-YEAR (EST. +3.3%)
U.S. CORE CPI: +3.2% YEAR-OVER-YEAR (EST. +3.3%)
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Forwarded from Zoomer News
US GOVERNMENT SAYS 120,000 BITCOIN STOLEN IN 2016 HACK SHOULD BE RETURNED TO BITFINEX: FILING
🔗 velo.xyz
🔗 velo.xyz
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Forwarded from unfolded. DeFi
Justin Sun announced that TRON will launch its 'USDD 2.0' stablecoin with a 20% APY — link
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check your jupiter airdrop here!
its actually pretty decent if you've been organically using jup
https://earndrop.io/jupiter
its actually pretty decent if you've been organically using jup
https://earndrop.io/jupiter
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