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BTC$67,432.18+2.34%ETH$3,521.44+1.08%SOL$178.62-0.62%BNB$612.30+0.41%XRP$0.6234-0.18%ADA$0.4521+3.12%DOGE$0.1623+1.86%AVAX$38.71-1.24%LINK$17.84+0.92%HOGE$0.00004120+4.21%
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Category: Macro & TradFi

3 stories on this beat

Where crypto meets central banks, ETFs, and the dollar system.

MACRO & TRADFI JUN 23

Japan’s carry-trade unwind is not done. The yen tells you when.

USDJPY at 157.20 is 4 yen from the MOF's implicit intervention threshold. With Ueda's BoJ signalling October hike, the carry-trade unwind that…

MACRO & TRADFI JUN 23

The ECB is privately split on the next 25bp. The June dot is the tell.

Lagarde, Lane, and Stournaras lean dovish on a July cut; Schnabel, Holzmann, and Nagel hold the hawkish line. The June staff projections…

MACRO & TRADFI JUN 23

BlackRock’s tokenised T-bill product crossed .4bn. The fixed-income desk noticed.

BUIDL crossed $1.4bn in AUM Tuesday, growing $312m in May alone. The underlying is plain-vanilla short T-bills, but the wrapper is the…