Macro Thematics As May draws to a close and we navigate into the back half of 2025, the global macro..., including bitcoin and crypto markets more broadly....It blends seven structural signals across macro, institutional, and crypto-native flows....Resurges, Ethereum Sees Early Rotation As shown in the daily chart, flows were strongest between May 2...

These include restructuring the WEMIX business, expanding efforts in international token markets, and...their IP, expanding the MIR series across multiple games, and securing lucrative licensing deals in markets...The token briefly ran 50% ($2-$3) in the weeks leading up to release before continuing to chart a seemingly...

We will discuss the high level operations of zkVerify, potential target markets, and dive into the protocol...Potential Markets Unlike other standalone chains, zkVerify does not have smart contract capabilities....Since its launch in April 2024, Enoki has recorded north of 2 million zkLogin addresses, with over 1.5...

The ETFs were an overwhelming success, even outshining the fading bullish macro tailwinds that had previously...Eventually, these “heavyweight” macro drivers caught up with BTC and crypto markets, and for ~7 months...This is the cycle that solidifies BTC as a macro asset that can no longer be ignored....Token 1 is the exact same as Token 2....for markets.

But if it’s disputed (~2% of bets), UMA token holders (not Polymarket traders) have 24 hours to vote...there’s like 25 prediction markets launching in the next 2 months lol — mikey (@Mikey0x_) August 28,...The two ideas du jour are 1) AI settlement and 2) improved decentralized settlement.

Macro Signal Monday sets the tone for BTC capital flows at the start of the week....Neutral Hope Metric remains in a holding pattern – no breakout in sentiment or R² yet   The Round Up Markets...Signal 2: Macro Indicators & Market Expectations – Mildly Bearish Bond yields jumped on Moody’s...

Much of the last few Market Musings have been focused on the shifting tides in macro land....For those who haven’t had a chance to read my updated thoughts on the shifting macro landscape, make...This week we focus almost entirely on crypto markets (with a bit of TradFi)....Much of the last few Market Musings has been focused on the shifting tides in macro land.

Market is still in consolidation unless sentiment and flows re-accelerate together   The Round Up Markets...The VIX rose nearly 2% to 18.93, 10-year yields remain elevated at 4.46% and Gold rallied over 3% – all...The June 2 heatmap shows the centroid centered at BTC ≈ $103,530 and HM ≈ 49.3, placing the market right...

Macro Signal Monday sets the tone for BTC capital flows at the start of the week....The Round Up Markets opened the week on firmer footing....Importantly, markets appear to be looking past the latest escalation in the Israel–Iran conflict....Signal 2: Macro Indicators – Mildly Bullish Manufacturing weakness is offset by rising market confidence...

Internet capital markets (ICM) is the new narrative taking CT by storm....Coingecko has released a Believeapp ecosystem page, and the insightful ICM explainer from @ahboyash offers...“internet capital markets” bro they are literally just memecoins pic.twitter.com/tnm7j4OIzv — Steve (...TL;DR: Internet capital markets appears to be a hollow narrative.

Macro Signal Monday Macro Signal Monday sets the tone for BTC capital flows at the start of the week....ETFs netted +$281M Institutional BTC treasury activity remains strong (Reitar, Strategy, others) Macro...tone improving: VIX, yields, gold up; equity markets mixed Fed ON RRP pullback underway, mirroring...

Plume opened its Season-2 liquidity-mining program this morning and will be distributing 150 million...liquid, non-dilutive $PLUME via Royco’s Incentived-Action Markets (IAMs) over the next ninety days—the...And, Plume has allocated additional $PLUME token incentives for each of these markets....the highest risk-adjusted yield between markets. ...

Everyone cheered and markets rallied....Where does that leave markets today?...On one hand, TradFi markets look generally fine....in crypto markets to continue....Spot markets and futures markets are distinctly different and equally important to monitor with respect...turned into a tale of two markets.

Macro Signal Monday sets the tone for BTC capital flows at the start of the week....The market is poised to break into optimism pending confirmation from flows and macro data The Round...Up The week opens with a broadly risk-on macro environment, highlighted by strong equity rallies and...

Quinn Thompson (founder & CIO of Lekker) & Kevin give their takes on current financial conditions and the treasury market, with parallels being drawn to March 2023. If you haven’t had the chan...

As promised – a follow up market update video given last week’s sell off coupled with the recent Trump announcement regarding the Crypto Reserve. If you have any questions, please comment below or m...

Delphi Digital co-founder Kevin Kelly and Delphi’s Head of Research Ceteris discuss the latest trends in macro...AI Summary Market Overview Markets showing positive momentum with green candles despite recent volatility...happening after Liberation Day and tariff effects Recent tech earnings came in better than expected, giving markets...

The recent macro-economic headwinds from Trumps tariff policies have further added fuel to the uncertainty...for risk-on assets as markets continue to fall off a cliff....As the current macro-economic situation would suggest, the uncertainty has consequently caused the yen...Money Printer Go Brrr Back to the topic on macro factors.

Tariffs are looming, rate debates are heating up, and global markets are caught in the crossfire....climbed to 33.1 million contracts in February, a rush fueled by uncertainty and a growing appetite for macro...NDX (Nasdaq 100), DJI (Dow Jones), German DAX, Japanese Nikkei, plus CAD and MXN FX pairs, lean into macro...

The Round Up Markets are kicking off the week with improving macro tailwinds and a clear risk-on tone...Supporting the idea that markets do not see WW3 as imminent, risk assets are telling a similar story:...The VIX has retreated back to ~20, indicating that while markets remain risk-aware, perceived tail risk...