Logan's 25 Basis Points: A Liquidity Reading of the Fed's Hawkish Lean
On July 31, at precisely 14:32 UTC, my liquidity monitor flashed something I...
Federal Reserve related articles
On July 31, at precisely 14:32 UTC, my liquidity monitor flashed something I...
Alerts screamed while the rest of the world slept. Cleveland Fed President Be...
While crypto desks obsess over spot ETF flows and the next Federal Reserve do...
You are reading a mind stretched across two parallel realities. On one side,...
The FOMC statement ran two pages of boilerplate. The dissenting line buried i...
The second time in Bitcoin's history, the three-month futures basis has falle...
Bitcoin touched $65,000 when the U.S. GDP report landed below consensus. It...
Rome, 3 AM. My terminal flashes red: Fed funds futures open interest just...
The CME FedWatch tool is flashing a signal I haven’t seen since 2019: a 31.5%...
In a cramped co-working space in Yaba, Lagos, I watched thirty crypto traders...
The CME FedWatch tool shows a 71% probability of a pause and a 29% chance of ...
The clock ticks toward 2 PM EST, and every bond desk in New York is holding i...
Hook XRP dropped 12% in 72 hours. Two triggers. One is dead legislation. The...
The Senate just killed the rumor. The Fed is sharpening its knife. XRP is...
At block 1,000,000 of the Ethereum mainnet, the average gas price was 20 gwei...
Citadel Securities just told the world the Fed might hike this week. That's...
While the crypto market fixates on Bitcoin ETF inflow numbers and the latest...
We didn't need the Fed to whisper. The 15,000 number from ADP told us...
We didn't enter crypto to obsess over central bank meetings. Yet here we are,...
The dollar reached a one-month high today, driven by renewed speculation of a...
Over the past 72 hours, the implied rate on the September 2026 Eurodollar...
Tracing the logic gates behind the yield... Over the past 72 hours, Bitcoin h...
The futures strip on CME says 63.7% probability of no move this week. That...
I was sitting in a small café in Nairobi's Kilimani area, reviewing the...
Verify this: on July 27, Brent crude dropped below $85 a barrel in a single...
Yesterday, a cluster of on-chain proxies I track for institutional liquidity...
When the news broke that Kevin Warsh would chair the Federal Reserve and laun...
Consensus is broken. WTI crude oil just ripped 2% intraday to $86.73. The...
Beneath the baroque facade, the ledger bleeds. The latest CME FedWatch...
WTI and Brent crude surged over 4% on July 22. The market scrambled for...
Bitcoin broke $66,000 last week. Oil surged to $91. The market sees a safe...
20,000 contracts. $1.4 billion notional. A bull call spread on Bitcoin with...
The US refining industry just posted its highest profitability in history....
Hook A single chart from Mizuho Securities is ricocheting through my terminal...
Hook CME FedWatch shows an 85% probability of a rate pause tomorrow. The mark...
The Federal Reserve's overnight reverse repo facility just hit $100 million —...
Hook A single sentence from Dallas Fed President Lorie Logan has just rewritt...
We didn’t expect the next inflation vector to come from a chip shortage. But...
Last Thursday, the U.S. Bureau of Labor Statistics released the latest Consum...
The chain says liquidity. The order book says contraction. Federal funds...
Tracing the immutable breath of the contract—the Fed governor's warning of...
The numbers on the screen scream euphoria: Bitcoin just punched through $60,0...
PepsiCo just issued a warning. Not a code audit finding, not a tokenomics fla...
The news broke on a Tuesday afternoon. Not with a bang, but with a bureaucrat...
The market isn’t bullish; it’s leveraged to the brink of its own illusion....
The US added just 57,000 jobs in June. The market expected 200,000. This is n...
The data doesn't lie. Over the past quarter, Bitcoin's 30-day rolling...
Hook: 57,000. That’s the number of non-farm payrolls the US added in June. No...
Fear
Market Sentiment
Independent validator client goes live on mainnet
92 million ARB released
Improves data availability sampling efficiency
Block reward halving event
Raises validator limit and account abstraction
Team and early investor shares released
Circulating supply increases by about 2%
Block reward reduced to 3.125 BTC
Bitcoin Season
| # | Coin | Price |
|---|---|---|
| 1 |
Bitcoin
BTC
|
$63,120.2 |
| 1 |
Ethereum
ETH
|
$1,872.9 |
| 1 |
Solana
SOL
|
$72.97 |
| 1 |
BNB Chain
BNB
|
$579.1 |
| 1 |
XRP Ledger
XRP
|
$1.06 |
| 1 |
Dogecoin
DOGE
|
$0.0701 |
| 1 |
Cardano
ADA
|
$0.1740 |
| 1 |
Avalanche
AVAX
|
$6.36 |
| 1 |
Polkadot
DOT
|
$0.7695 |
| 1 |
Chainlink
LINK
|
$8.1 |