All eyes are on Friday’s (delayed September) CPI print, a potential inflection point for risk assets and digital markets. Inflation remains the key driver of monetary policy expectations, which in turn dictate liquidity flows and the near-term risk-on/risk-off cycles that move Bitcoin, Ethereum, and crypto-linked equities. Energy prices have eased, shelter costs remain sticky, and services inflation continues to defy broad disinflation trends. At the same time, global liquidi

The crypto market suffered a sharp flash crash yesterday, erasing over $19 billion in leveraged positions as Bitcoin plunged 10% from $121,000 to $101,000 within hours. The trigger: President Trump’s threat of a 100% tariff on China , sparking a macro shock that rippled across digital assets. Ethereum fell 15%, Solana 25%, and altcoins like XRP and Dogecoin dropped 30–40% before a swift rebound. By October 12 , major cryptocurrencies had recovered some losses— Bitcoin ba

The U.S. national debt has surpassed $37 trillion , reigniting the “ debasement trade ” as investors seek scarce assets to hedge against fiscal strain and currency dilution. Persistent deficits, rising money supply, and warnings from voices like Ray Dalio have renewed focus on gold and Bitcoin as alternative stores of value. While gold continues to lead performance this year, Bitcoin’s rising correlation and ETF inflows suggest a convergence may be underway. Key Points Debt

The SEC's latest moves are rewriting the crypto ETF playbook. On September 18, the agency approved generic listing standards for...

A government shutdown isn't just a Washington headache, it's a potential tremor for global markets, including Bitcoin. With Polymarket odds hitting 80% for a lapse, the clock is ticking on fiscal year-end funding. For advisors guiding crypto-curious clients through this fog, the question looms: Does Bitcoin buckle under shutdown stress, or does it thrive in the chaos? Past episodes offer clues, but 2025's matured market adds nuance. While risks of volatility and delays are re