Every Zipp story tagged #FedRateHike, newest first.
Phong Le's no-sell stance lands as Iran strikes push Brent above $95 and Fed rate-hike odds jump to 60%. Lynn Alden frames Bitcoin as maturing between early-BTC and gold.
Cowen's contrarian thesis hinges on the Fed being forced back to hiking as energy prices re-accelerate, flipping the dollar into a structural headwind for Bitcoin just as consensus expects relief.
Citadel's 25 bp hike call against a 64% hold consensus is the headline tail risk going into the FOMC, and the move that actually lands is the one bitcoin and rates desks are most asymmetrically…
The macro regime just hardened against risk: with $BTC pinned below a weakening $76K and leverage stacked on the wrong side, a slide toward $70K becomes the path of least resistance.
The record $15.35B in tokenized T-bills is a real-time read on where allocators are hiding — the capital isn't leaving crypto, it's parking in yield while waiting on PPI, the Clarity Act vote and a…
Altcoin Daily
Benjamin Cowen
CoinDesk
CryptoSlate