🇺🇸🏆 Powell just chaired his last FOMC. 4 dissents — the most in 30+ years.
The Fed held at 3.50–3.75%. Miran wanted cuts, while three others opposed the easing bias. Markets have fully priced out cuts for 2026 and are starting to price in hikes for 2027. The DXY is at 98.15, and the 10Y yield is at 4.36%. Crypto Fear & Greed is at 33, indicating fear.
The record number of dissents raises questions about the implications for monetary policy. We are monitoring M2 (US, China, Global), the yield curve, and $BTC's response to each phase of the macro pivot. #macro link
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The Fed held at 3.50–3.75%. Miran wanted cuts, while three others opposed the easing bias. Markets have fully priced out cuts for 2026 and are starting to price in hikes for 2027. The DXY is at 98.15, and the 10Y yield is at 4.36%. Crypto Fear & Greed is at 33, indicating fear.
The record number of dissents raises questions about the implications for monetary policy. We are monitoring M2 (US, China, Global), the yield curve, and $BTC's response to each phase of the macro pivot. #macro link
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💰 Tether Q1 Profit Hits $1.04B, Reserve Buffer Reaches Record $8.23B
Tether reported approximately $1.04 billion in net profit for Q1 2026, with excess reserves rising to a record $8.23 billion, according to its latest attestation. As of March 31, total assets stood at about $191.8 billion against liabilities of $183.5 billion. Reserves remain heavily allocated to U.S. Treasuries (~$141 billion), alongside ~$20 billion in gold and ~$7 billion in Bitcoin. link
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Tether reported approximately $1.04 billion in net profit for Q1 2026, with excess reserves rising to a record $8.23 billion, according to its latest attestation. As of March 31, total assets stood at about $191.8 billion against liabilities of $183.5 billion. Reserves remain heavily allocated to U.S. Treasuries (~$141 billion), alongside ~$20 billion in gold and ~$7 billion in Bitcoin. link
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💰 Startup Fun Raises $72 Million For The Serious Business Of Converting Crypto And Cash: Fortune
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🗣 Macro Kashkari from the Federal Reserve stated that a lack of anchors in inflation expectations will necessitate a rate hike. He also noted that an oil shock could trigger a similar response. #macro
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🇺🇸🤝 Pentagon Completes Agreements With OpenAI, Google, SpaceX, Microsoft, Amazon, Nvidia, And Reflection AI To Deploy AI Models In Classified Systems. #ai link
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💵 250,000,000 $USDC (249,939,000 USD) minted at USDC Treasury link
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💵 250,000,000 $USDC (249,959,497 USD) minted at USDC Treasury link
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🇺🇸📝 US - ISM Manufacturing PMI (Sep) = 52.7 (previously 52.7)
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🇨🇭📊 CME launches $SUI futures Monday. 21Shares' TSUI ETF is already trading.
$SUI is quietly building the institutional stack. 21Shares TSUI has been on Nasdaq since February 24. CME SUI Futures will launch on May 4. Sui has become the foundation for MemWal, which provides verifiable persistent memory for AI agents.
Funding, open interest by exchange, and top trader LSR indicate that the full derivatives stack will open up once CME goes live, but most aren't ready.
$SUI derivatives view → #etf link
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$SUI is quietly building the institutional stack. 21Shares TSUI has been on Nasdaq since February 24. CME SUI Futures will launch on May 4. Sui has become the foundation for MemWal, which provides verifiable persistent memory for AI agents.
Funding, open interest by exchange, and top trader LSR indicate that the full derivatives stack will open up once CME goes live, but most aren't ready.
$SUI derivatives view → #etf link
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👀 President Trump to increase tariffs on European Union cars and trucks to 25%. #tradewars
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🇺🇸🇮🇷 Trump: Not sure if we will reach an agreement with Iran
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🗽 SEC Chair Paul Atkins stated that his first year was dedicated to restoring trust, clarity, and investor protection at the agency. He emphasized that further reforms are still to come. #regulation link
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