How crypto interacts with global finance, inflation, interest rates, and geopolitics.
A rare synchronized selloff across Bitcoin, gold, and silver has pushed “macro-style” risk dynamics back to the center of crypto price action, as broad deleveraging appears to be driving flows more than token-specific narratives. The episode was discussed in a recent market wrap that pointed to sharp intraday moves in precious metals alongside crypto drawdowns … Read more
U.S. policy uncertainty is back in focus for digital assets after President Donald Trump said he will nominate former Federal Reserve governor Kevin Warsh to succeed Jerome Powell in May, while lawmakers simultaneously raced a late-January funding deadline amid a dispute tied to Department of Homeland Security (DHS) appropriations. The two headlines land on the … Read more
Tether’s latest disclosures show a profit step-down versus the prior year even as the stablecoin issuer’s U.S. Treasury exposure climbs to fresh records, underscoring how sensitive the company’s earnings can be to rates, reserve mix, and issuance trends. In a company update tied to its BDO-prepared attestation, Tether said its 2024 results included $13 billion … Read more
Polkadot’s Treasury has posted its first properly positive “income statement” quarter since the network’s OpenGov era began, according to the latest community financial reporting, even as DOT’s market performance has remained comparatively soft versus broader crypto benchmarks. The divergence highlights a recurring reality in crypto: a protocol’s internal cashflow mechanics and treasury management can improve … Read more
Cellnex has completed the sale of Towerlink France for €391 million in cash, finalizing a divestment that moves the company further along its balance-sheet and portfolio streamlining plan. While the transaction is not a crypto-native catalyst, it sits inside a macro setup crypto traders increasingly monitor: Europe’s infrastructure realignment amid higher-for-longer rate uncertainty, tighter credit … Read more
The United Nations is warning it faces “imminent financial collapse” without urgent changes to its funding mechanics and faster payment of member-state dues, as the Trump administration’s pullback from parts of the UN system and delayed U.S. payments intensify a multi-year cash crunch. For crypto markets, the headline is not a direct onchain catalyst. The … Read more
Gold and silver saw an abrupt, high-volatility reversal into the end of January after a policy headline shifted the rates-and-dollar narrative, triggering a sharp selloff that quickly became a lightning rod on crypto social media. For digital asset markets, the relevance is less about a direct “flight to bitcoin” story and more about mechanics: when … Read more
A partial U.S. government shutdown has begun after lawmakers failed to finalize funding ahead of the deadline, with the latest standoff centered on Department of Homeland Security (DHS) appropriations and related policy demands. Reporting from The Washington Post and The Guardian said the Senate advanced a funding path, but the House did not act in … Read more
The U.S. Senate will hold votes on key spending bills on Friday as lawmakers race to avert a partial government shutdown set to begin on Saturday, according to Senate Majority Leader John Thune. The announcement underscores mounting urgency in Washington as funding negotiations approach a critical deadline. The outcome of the votes could determine whether … Read more
Tether reported more than $10 billion in net profits for the fourth quarter of 2025, alongside $6.3 billion in excess reserves and a U.S. Treasury exposure exceeding $141 billion, according to its latest attestation. The figures underscore the growing scale and profitability of the world’s largest stablecoin issuer. The results highlight how higher interest rates … Read more