Jump trading..

There is a 99.5% chance that the Fed will keep rates at 4.25%-4.5% as per cme fed tool.

https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html

Meanwhile, Trump is demanding a rate cut...

Institutes fomc outlook...

FED LEAVES RATES UNCHANGED AT 4.25-4.5%

For context, when Trump launched the tariff war in 2018, the S&P 500 (-12%), ACWI (-12%), China (-17%), and Bitcoin (-65%) initially dropped from march 2018 to sept 2018's intra-month low.

Bitcoin x Global Money Supply. updated..

BTC United states m2..

track here;
https://fred.stlouisfed.org/series/WM2NS

Wintermute Last 3days Holdings change and those tokens price performance...

UBS CEO Ermotti: US Tariffs Somewhat Priced Into Markets

See Willingness Of Parties To Negotiate On Tariffs
Gaining Market Share In Investment Banking
Expect More Clarity On Swiss Bank Plans In May

^

berachain airdrop checker

https://checker.berachain.com/

Binance onchain Stablecoin Holdings..

institutes & market makers $ETH holdings, wintermute holding $75m worth of ethereum.

And Cumberland withdrew 62,381 ETH (worth $174M) from exchanges and transferred it to Coinbase Prime, which is an institutional custody service in last 2days.

NFP Day: EST: 170K
Goldman Sachs Now Expects a Total of 50bps in Fed Cuts This Year Following NFP Data, Down from 75bps

Policymaker view BBG:

Expects two 25bp cuts at the June and December meetings.
The estimate suggests non-farm payrolls increased by 190k in January, exceeding the consensus of +170k and the three-month average of +170k.