Macro Thematics As May draws to a close and we navigate into the back half of 2025, the global macro...Bitcoin ETFs absorbed more than $3 billion in net inflows during May, driving BTC back above $109,000...It blends seven structural signals across macro, institutional, and crypto-native flows.

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....Initial inflation rate: 3% annually, adjustments will be made based on staking levels to incentivize...

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....Our Year Ahead for Markets - 2025 does just that.

The core problem is that illiquid markets = inefficient markets....Prediction markets do something similar for markets....Why should we trust markets?...For a proposal to pass, the pMETA TWAP must end at least 3% higher than the fMETA TWAP....Decision markets are essentially parallel markets for governance tokens.

The basic idea is that, through a combination of memecoin exhaustion, upcoming airdrops, and macro chop...moment of regret (again) after the sale concluded and they were acknowledged by the Base ecosystem page...

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 3: Geo-Economic Stability – Mixed Ukraine ceasefire talks are a positive step, but Israel’s major...

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...At this point, BTC is about 3% off of the range highs which have acted as stiff resistance for the better...

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...with a major risk-on rotation, including a sharp rally in BTC, as sidelined capital flowed back into markets...

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 3: Geo-Economic Stability – Bearish Ongoing Israel–Iran conflict and global risk signals (UN,...

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...

...morning and will be distributing 150 million liquid, non-dilutive $PLUME via Royco’s Incentived-Action Markets...It’s simple:  Protocols (Nest, Rooster, Solera, Tempest, etc.) have already created Royco markets that...And, Plume has allocated additional $PLUME token incentives for each of these markets....the highest risk-adjusted yield between markets. ...

Macro Signal Monday sets the tone for BTC capital flows at the start of the week....Up The week opens with a broadly risk-on macro environment, highlighted by strong equity rallies and...Signal 3: Geo-Economic Stability – Bullish Despite ongoing regional tensions, the dominant global event...

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.

Summary Macro Context All eyes on the March 19th FOMC decision, though markets expect no rate cut (maintaining...down, Bitcoin up” Yields remain stubbornly high, complicating US debt refinancing situation Equity Markets...S&P 500 and Nasdaq showing a decent bounce (3-3.5%) over Friday and Monday sessions Monday 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...

Summary Key Macro Events This Week ISM Manufacturing PMI – Tuesday, April 1st Trump’s “Liberation Day...resistance as predicted Momentum metrics show conflicting signals (daily timeframe positive, weekly/3-...No need to “bottom tick” – plenty of time to add risk Wait for resolution on macroeconomic factors Markets...

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 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...

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.