1. Inflation isn’t the monster it was — but it’s not dead 👉 Translation: Don’t rush us. We’re watching services inflation and wages. 2.Fragmentation risk (this was the most important part) Her warning about: • Trade blocs • Supply chain reshoring • Geopolitical tensions She framed fragmentation as: • Inflationary • Growth-suppressing • A long-term threat to price stability As a trader, this matters because it hints at structurally higher volatility and less predictable inflation cycles going forward.
GOLD - Correction to 4900.
Is there a chance it will reach 5000?
#GOLD #XAUUSD continues to update historical highs. New 4967, bears appeared (profit-taking). The market has moved into correction, but the overall fundamental (geopolitical) background is still complex...Expectations of further easing of Fed policy remain the main factor supporting gold.Trump's reversal on Greenland temporarily improved sentiment, but did not stop the flow into defensive assets.Economy: GDP for the third quarter has been revised upward to 4.4%. Core PCE (inflation) rose to 2.8% y/y. Jobless claims (200,000) were better than expected.Despite strong indicators, the dollar is weakening amid the general trend of de-dollarization. Today, preliminary PMI (business activity) data for key regions will be released.The figures may affect global sentiment, but are unlikely to change the main upward trend for gold. Resistance levels: 4935, 4967, 5000 Support levels: 4900, 4888, 4870 The current correction is a distribution of the formed consolidation 4935 - 4967. In the context of the current movement, the market may test the key support area (liquidity zone) 4900 - 4888. I do not rule out a deep long squeeze (to 4870) before renewed interest in growth. In the current cycle, there is a possibility of a retest of 5000!
Wall Street Treasury Buyers Scoop Up $49.7B Of Bitcoin And Ethereum, Study Finds
#BTCUSD #ETHUSD Key points: Digital Asset Treasury Companies deployed at least $49.7 billion in crypto in 2025, with nearly half of that buying concentrated in the third quarter.
DATCos collectively held about $134 billion in digital classes by early 2026, accounting for more than 5% of the circulating Bitcoin and Ethereum supply. Stablecoins expanded to 10.37% of the $3 trillion crypto market in 2025, providing liquidity, even as ownership remained concentrated among treasury buyers. Digital Asset Treasury Companies (DATCos) now control more than 5% of the total circulating supply of Bitcoin and Ethereum, according to CoinGecko's 2025 Annual Crypto Industry Report published last week.CoinGecko said that DATCos held about $134 billion worth of digital assets at the beginning of 2026. This was a 137.2% increase from the beginning of 2025, when DATCos held about $56.5 billion. Over 2025, these firms "deployed at least $49.7 billion to acquire over 5% of the total BTC and ETH supply, with nearly 50% of that buying activity concentrated in the third quarter itself .113 Firms Hold Bitcoin As Treasury AssetThere are 142 DATCos, among which 113 firms hold Bitcoin as a treasury asset, 15 hold Ethereum (ETH), and only 10 hold Solana (SOL).Major DATCos include Strategy (MSTR), which bought 221,877 Bitcoin (BTC) in 2025, amounting to 7,09,715 BTC holdings in total.Tesla (TSLA), which bought 1789 BTC METAPLANET (JPY) purchased 35,102 BTC, and Marathon Digital (MARA) bought 8357 BTC,Additionally the crypto holdings for DATCos like Riot Platforms (RIOT) and Block(XYZ), along with several other firms, "totalled to $137.3 billion at the end of October 2025," said CoinGecko.While Ethereum and Solana acquisitions were smaller, Galaxy Digital (GLXY) and Forward Industries were two prominent industry leaders.The report described the growing footprint of DATCos as a structural shift and crypto market ownership, particularly for Bitcoin and Ethereum, where supply is fixed or issuance is limited. CoinGecko noted that treasury accumulation increased even during periods of price weakness in 2025, dropping to $5.8 billion, bringing down the share price of DATCos. Stable-coins Expand As Market LiquidityGrowsAlongside the rise of treasury buyers, CoinGecko said that stable-coins continue to expand their role in crypto markets. Stablecoins accounted for 10.37% of the $3 trillion total crypto market capitalization in 2025, rising to $311 billion in market value.
#GrayscaleBNBETFFiling Grayscale Prepares to Launch BNB ETF Grayscale Investments has submitted a registration filing to the U.S. Securities and Exchange Commission seeking approval for a Binance Coin BNBUSDT exchange-traded fund. With this move, Grayscale becomes the second crypto asset manager to pursue a BNB ETF, following an earlier filing from rival firm VanEck.
The proposed fund is expected to trade on Nasdaq under the ticker GBNB, giving institutional investors direct exposure to the spot price of BNB, closely associated with the Binance crypto exchange. Grayscale named Coinbase as the fund's prime broker, with Coinbase Custody handling asset storage. The firm also plans to support in-kind creation and redemption, and may allow staking, which would let investors generate yield from their holdings. The move follows Grayscale's decision to register the trust in Delaware just two weeks earlier, a step that pointed to the firm's plans to launch the crypto ETF.