The Week Ahead | @infinityhedge | Major Earnings
WEEKLY US SPOT ETF FLOWS:
*BTC: +$559M
*ETH: -$45.5M
US BTC spot ETF Options:
*Total OI Call/Put Ratio(Nominal): 2.16
*Total OI Call/Put Ratio(Delta): 4.65
Macro:
*U.S. tariffs on Canada, Mexico and China will kick in from Tuesday. Trump says he will speak to Mexico and Canada's leaders on Monday and China also sees room to negotiate. (so negotiations will start) (will Trump back down with offers? If yes, on what conditions markets will be watching)
*Tariffs: Market will be watching for any announcements by Trump on tariffs and the broader fallout after Trump’s tariff war. Canada, Mexico vowed to hit back at US levies with tit-for-tat measures, while China vowed “corresponding countermeasures,” without announcing any new tariffs. Tariffs will affect trade worth ~$1.3T, representing ~5% of US GDP. Tariff impacts in Trump's first term suggest this could knock 1.2% off GDP and add ~0.7% to core PCE. JPM & Morgan Stanley said that sustained 25% US tariffs will throw Mexico & Canada into recession.
*China’s Financial Markets will re-open after the lunar new year holiday on 5
*US NFP & Unemployment Rate on 7
*Fed Speakers Whole week
ICYMI Trump:
*Trump: Holding the rates at this point was the right thing to do (surprising news)
*Trump: Pain from tariffs will be worth the price
*Trump: we'll be doing something very substantial on tariffs with European Union. Trump said he will “definitely” place new tariffs on the EU.
Earnings:
*Google, AMD on 4
*MicroStrategy, ARM on 5
*Amazon on 6
Crypto:.
*Bybit CEO said liquidations underreported, estimates $8-10B Total Liquidations in the last 24hrs. (Other exchanges might release more data during week)
Interesting:
What a start to the year for markets ...
This week, Tariffs
Last week, DeepSeek
Two weeks ago, Inauguration
Three weeks ago, LA wildfires
Hopefully, next week will finally be quiet to enjoy the Superbowl.
Post will be refreshed w/ new info and Graphics/Articles are in the group⬎ : infinityhedge
WEEKLY US SPOT ETF FLOWS:
*BTC: +$559M
*ETH: -$45.5M
US BTC spot ETF Options:
*Total OI Call/Put Ratio(Nominal): 2.16
*Total OI Call/Put Ratio(Delta): 4.65
Macro:
*U.S. tariffs on Canada, Mexico and China will kick in from Tuesday. Trump says he will speak to Mexico and Canada's leaders on Monday and China also sees room to negotiate. (so negotiations will start) (will Trump back down with offers? If yes, on what conditions markets will be watching)
*Tariffs: Market will be watching for any announcements by Trump on tariffs and the broader fallout after Trump’s tariff war. Canada, Mexico vowed to hit back at US levies with tit-for-tat measures, while China vowed “corresponding countermeasures,” without announcing any new tariffs. Tariffs will affect trade worth ~$1.3T, representing ~5% of US GDP. Tariff impacts in Trump's first term suggest this could knock 1.2% off GDP and add ~0.7% to core PCE. JPM & Morgan Stanley said that sustained 25% US tariffs will throw Mexico & Canada into recession.
*China’s Financial Markets will re-open after the lunar new year holiday on 5
*US NFP & Unemployment Rate on 7
*Fed Speakers Whole week
ICYMI Trump:
*Trump: Holding the rates at this point was the right thing to do (surprising news)
*Trump: Pain from tariffs will be worth the price
*Trump: we'll be doing something very substantial on tariffs with European Union. Trump said he will “definitely” place new tariffs on the EU.
Earnings:
*Google, AMD on 4
*MicroStrategy, ARM on 5
*Amazon on 6
Crypto:.
*Bybit CEO said liquidations underreported, estimates $8-10B Total Liquidations in the last 24hrs. (Other exchanges might release more data during week)
Interesting:
What a start to the year for markets ...
This week, Tariffs
Last week, DeepSeek
Two weeks ago, Inauguration
Three weeks ago, LA wildfires
Hopefully, next week will finally be quiet to enjoy the Superbowl.
Post will be refreshed w/ new info and Graphics/Articles are in the group⬎ : infinityhedge
Ben Zhou, CEO of Bybit, said that the real total liquidation amount in today's cryptocurrency market is far more than $2 billion. According to his estimate, it should be at least between $8 billion and $10 billion. Bybit's 24-hour liquidation amount recorded on Coinglass is about $333 million, but this is not the total liquidation amount. — link : Wu Blockchain News
X (formerly Twitter)
Ben Zhou (@benbybit) on X
I am afraid that today real total liquidation is a lot more than $2B, by my estimation it should be at least around $8-10b. FYI, Bybit 24hr liquidation alone was $2.1B, As you can see in below sc…
*NVIDIA DOWN 4% PRE-MARKET, ERASED ALL POST-DEEPSEEK CRASH GAINS : infinityhedge
Goldman Sachs strategists said U.S. stocks could fall 5% in the coming months as the Trump administration's latest round of tariffs hit earnings forecasts, but believed tariffs on Canada and Mexico could be temporary. — link : Wu Blockchain News
Financial Post
S&P 500 Will Sink as Trump's Tariffs Hit Earnings, Goldman's Kostin Warns
(Bloomberg) — There’s a risk of a 5% slump in US stocks over the coming months as the latest round of tariffs by the Trump administration crimp earnings forecasts, according to Goldman Sachs Group Inc. strategists.
Kraken secures EU MiFID license, enabling launch of regulated derivatives offering — link : unfolded.
Kraken Blog
Kraken secures EU MiFID license, enabling launch of regulated derivatives offering
This acquisition expands our regulated derivatives offerings for advanced crypto traders across Europe.
🚨 🚨 🚨 🚨 🚨 🚨 130,000,000 #USDT (130,013,974 USD) transferred from Tether Treasury to #Bitfinex
Details : Whale Alert
Details : Whale Alert
whale-alert.io
Transaction | Whale Alert
Monitor crypto market trends and large transactions with Whale Alert. Set personalized alerts, view live price updates and analyze crypto data through powerful visualizations. Trusted by blockchain enthusiasts to make informed decisions.
🚨 🚨 🚨 🚨 🚨 99,999,200 #USDT (100,015,449 USD) transferred from #Arbitrum to #Binance
Details : Whale Alert
Details : Whale Alert
whale-alert.io
Transaction | Whale Alert
Monitor crypto market trends and large transactions with Whale Alert. Set personalized alerts, view live price updates and analyze crypto data through powerful visualizations. Trusted by blockchain enthusiasts to make informed decisions.
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"Bitcoin is -12% since.
Inverse Cramer is the strongest force in the universe."
By CramerTracker : Bitcoin
Inverse Cramer is the strongest force in the universe."
By CramerTracker : Bitcoin
President Trump-backed World Liberty Financial offers to buy a project's tokens in exchange for the project buying an equivalent amount of WLFI tokens plus a fee, per sources: Blockworks : infinityhedge
Trump Project World Liberty Financial Offers To Buy Other Team's Tokens In Exchange For Purchases Of WLFI: Blockworks
🔗 velo.xyz
🔗 velo.xyz
velo.xyz
Velo News
Trump-backed World Liberty Financial courts crypto teams for token swaps — link : unfolded. DeFi
Blockworks
Trump-backed World Liberty Financial courts crypto teams for token swaps
$10 million plus interest is said to be the going rate for World Liberty Financial to buy a crypto project’s tokens.
ZachXBT said that Coinbase users have lost more than $65 million from December 2024 to January 2025. Scammers trick users into transferring funds to so-called "safe wallets" through fake phone calls, emails, phishing websites, etc. Coinbase failed to mark the fraud addresses in time, customer support was slow to respond, and no legal action was taken to combat fraud. — link : Wu Blockchain News
X (formerly Twitter)
ZachXBT (@zachxbt) on X
1/ Over the past few months I imagine you have seen many Coinbase users complain on X about their accounts suddenly being restricted.
This is the result of aggressive risk models and Coinbase’s failure to stop its users losing $300M+ per year to social…
This is the result of aggressive risk models and Coinbase’s failure to stop its users losing $300M+ per year to social…
According to Blockworks, the Trump family project World Liberty Financial has been approaching the blockchain team for a "token swap" transaction to purchase at least $10 million worth of unlaunched WLFI tokens, and World Liberty Financial will purchase the same amount of the blockchain project's native tokens. — link : Wu Blockchain News
Blockworks
Trump-backed World Liberty Financial courts crypto teams for token swaps
$10 million plus interest is said to be the going rate for World Liberty Financial to buy a crypto project’s tokens.
PRESIDENT TRUMP'S WHITE HOUSE A.I. AND CRYPTO CZAR DAVID SACKS WILL HOST A PRESS CONFERENCE ON FEBRUARY 4 AT 2:30PM ET
To Discuss How the trump administration & congress will work together to secure america as a leader in the digital asset ecosystem. : infinityhedge
To Discuss How the trump administration & congress will work together to secure america as a leader in the digital asset ecosystem. : infinityhedge