The macro backdrop is flashing mixed signals:
Labor market is dumping — job data keeps softening.
Services inflation rising while goods inflation may soon pick up with new tariffs.
Nvidia’s latest report suggests a pause in the AI frenzy.
30y/2y U.S. yield curve inversion = classic recession signal.
BlackRock handed 60% of its BTC exposure to “stupid corporations.”
S&P, Dow, DAX, Nasdaq, BTC, ETH — all sitting near highs.
📌 The big question: how much stablecoin liquidity has already been drained from the market?
