fed
16.3M views
19,399 Discussing
ရေပန်းစားသော
နောက်ဆုံး
The market sentiment just pulled a violent U-turn. The nomination of Kevin Warsh as the future Fed Chair has sent a lightning bolt through the risk-asset landscape, forcing a massive repricing of interest rate expectations for 2026. 🏛️
Here are the critical takeaways from this sudden market shift:
🦅 The Warsh Factor: The nomination of a perceived hawk has decimated short-term optimism. Bitcoin briefly fell below 75,000 USD and ether below 2,500 USD as traders braced for a more restrictive monetary policy.
📉 Yield Pivot: Market expectations have shifted from 2-3 rate cuts down to a potential 1-2 cuts this year. All eyes are now on this week’s data releases to see if the Fed's trajectory has permanently altered.
💸 ETF Exodus: Fear is tangible in the flows. US-listed ETFs saw over 1.8 bln USD in redemptions, with bitcoin ETFs losing 1.5 bln USD. BlackRock’s upcoming 'Bitcoin Premium Income' ETF—a covered call strategy—signals that even the giants are preparing for a sideways or bearish environment.
🔄 Exchange Inflow Surge: Investors deposited over 12.7k BTC into exchanges, pushing the total balance to a two-month high of over 3 mln BTC. This unanimous inflow across all cohorts indicates a strong collective intent to liquidate.
⚖️ Holder Hand-Off: We are seeing a massive structural shift. Long-term holders (LTHs) reduced their positions by 372k BTC in late 2025, while short-term holders (STHs) grew their holdings by nearly 25%. This 'weak hand' accumulation often precedes heightened volatility.
The Bottom Line: While we are seeing a minor recovery this morning, the lack of a 'dovish' catalyst suggests this may be a technical rebound for bargain hunters rather than a sustainable trend reversal.
How are you repositioning your portfolio in light of the new 'Hawkish' Fed narrative?
#bitcoin #ether #FOMC #fed #marketanalysis
$BTC $ETH
Here are the critical takeaways from this sudden market shift:
🦅 The Warsh Factor: The nomination of a perceived hawk has decimated short-term optimism. Bitcoin briefly fell below 75,000 USD and ether below 2,500 USD as traders braced for a more restrictive monetary policy.
📉 Yield Pivot: Market expectations have shifted from 2-3 rate cuts down to a potential 1-2 cuts this year. All eyes are now on this week’s data releases to see if the Fed's trajectory has permanently altered.
💸 ETF Exodus: Fear is tangible in the flows. US-listed ETFs saw over 1.8 bln USD in redemptions, with bitcoin ETFs losing 1.5 bln USD. BlackRock’s upcoming 'Bitcoin Premium Income' ETF—a covered call strategy—signals that even the giants are preparing for a sideways or bearish environment.
🔄 Exchange Inflow Surge: Investors deposited over 12.7k BTC into exchanges, pushing the total balance to a two-month high of over 3 mln BTC. This unanimous inflow across all cohorts indicates a strong collective intent to liquidate.
⚖️ Holder Hand-Off: We are seeing a massive structural shift. Long-term holders (LTHs) reduced their positions by 372k BTC in late 2025, while short-term holders (STHs) grew their holdings by nearly 25%. This 'weak hand' accumulation often precedes heightened volatility.
The Bottom Line: While we are seeing a minor recovery this morning, the lack of a 'dovish' catalyst suggests this may be a technical rebound for bargain hunters rather than a sustainable trend reversal.
How are you repositioning your portfolio in light of the new 'Hawkish' Fed narrative?
#bitcoin #ether #FOMC #fed #marketanalysis
$BTC $ETH
💥 BREAKING | FED LIQUIDITY ALERT
🇺🇸 The US Federal Reserve will inject $12.3B into the market tomorrow at 9:00 AM ET, marking the largest single operation of the $53B QE program so far.
📊 Market impact to watch:
• Potential bullish momentum for Bitcoin ($BTC
) and crypto
• Risk-on sentiment likely to spike across equities and altcoins
• Liquidity injection may trigger short-term price rallies
⚠️ While liquidity supports markets, volatility remains elevated — trade smart and manage risk.
#BTC #Crypto #Bitcoin #FED #Liquidity #QE #Binance #MarketUpdate
🇺🇸 The US Federal Reserve will inject $12.3B into the market tomorrow at 9:00 AM ET, marking the largest single operation of the $53B QE program so far.
📊 Market impact to watch:
• Potential bullish momentum for Bitcoin ($BTC
) and crypto
• Risk-on sentiment likely to spike across equities and altcoins
• Liquidity injection may trigger short-term price rallies
⚠️ While liquidity supports markets, volatility remains elevated — trade smart and manage risk.
#BTC #Crypto #Bitcoin #FED #Liquidity #QE #Binance #MarketUpdate
BUY SOL 2026:
Essa noticia foi retirada da aonde?
🇺🇸 TRUMP ON HIS FED PICK: “I HOPE HE LOWERS RATES”
President Donald Trump praised his Fed Chair pick Kevin Warsh, signaling confidence in his independence and competence.$PEPE
🗣️ Trump:
“I hope he’s going to lower rates.”
“He’s so good, he may even get Democrat votes.”
“He has to do what he wants to do.”$DOGE
🧠 Market takeaway:
Trump is clearly nudging toward easier policy, but publicly emphasizing that Warsh will act independently.$ZK
🔥 The message to markets:
Rate cuts are desired — but not guaranteed.
#TrumpNFT #TRUMP #fed
President Donald Trump praised his Fed Chair pick Kevin Warsh, signaling confidence in his independence and competence.$PEPE
🗣️ Trump:
“I hope he’s going to lower rates.”
“He’s so good, he may even get Democrat votes.”
“He has to do what he wants to do.”$DOGE
🧠 Market takeaway:
Trump is clearly nudging toward easier policy, but publicly emphasizing that Warsh will act independently.$ZK
🔥 The message to markets:
Rate cuts are desired — but not guaranteed.
#TrumpNFT #TRUMP #fed
💥 BREAKING: FED LIQUIDITY ALERT – $12.3 BILLION INJECTION TOMORROW! 🚨
Tomorrow at 9:00 AM ET, the US Federal Reserve will inject $12.3 billion into the system – the largest single move yet in the ongoing $53B liquidity program.
This is a big moment. Markets usually feel fresh cash flow very fast.
What typically happens when liquidity hits:
• Risk assets wake up quickly
• Bitcoin & crypto often lead the reaction
• Eases pressure → fuels short-term rallies → flips sentiment from fear to greed
• Stocks & altcoins usually follow once traders rotate back into risk mode
But real talk:
This isn’t a guaranteed magic switch.
Liquidity can lift prices, but volatility remains high.
Fast pumps can flip into fast pullbacks in seconds.
Key advice:
Patience > hype.
Discipline > FOMO.
Protect downside first.
Watch closely after the injection:
• Price reaction
• Volume spike
• Funding rates The real move often shows up after the initial noise dies down.
Opportunity is brewing – trade smart, stay sharp.
$BTC $XRP $SOL
#BTC #crypto #FED
Tomorrow at 9:00 AM ET, the US Federal Reserve will inject $12.3 billion into the system – the largest single move yet in the ongoing $53B liquidity program.
This is a big moment. Markets usually feel fresh cash flow very fast.
What typically happens when liquidity hits:
• Risk assets wake up quickly
• Bitcoin & crypto often lead the reaction
• Eases pressure → fuels short-term rallies → flips sentiment from fear to greed
• Stocks & altcoins usually follow once traders rotate back into risk mode
But real talk:
This isn’t a guaranteed magic switch.
Liquidity can lift prices, but volatility remains high.
Fast pumps can flip into fast pullbacks in seconds.
Key advice:
Patience > hype.
Discipline > FOMO.
Protect downside first.
Watch closely after the injection:
• Price reaction
• Volume spike
• Funding rates The real move often shows up after the initial noise dies down.
Opportunity is brewing – trade smart, stay sharp.
$BTC $XRP $SOL
#BTC #crypto #FED
Stathis:
@Binance BiBi please check this post
Rochel Knisley l8iU:
El piso es 10-11 estoy esperando confirmación osea una bajar a doce y luego arriba para entrar
$WLD
🚨🇺🇲 With Trump naming Kevin Warsh as the next Fed Chair, Jerome Powell is effectively a non-factor for markets going forward 🧐📢
Powell steps down in May 🙄
March 17–18, 2026 — Powell
April 28–29, 2026 — Powell
June 16–17, 2026 — All eyes on Warsh 🤔
Kevin Warsh isn’t a career politician, and he isn’t a traditional academic economist either ⌛️
$WLFI
He served as a Fed Governor from 2006 to 2011, meaning he was inside the room during the Global Financial Crisis ⌛️
This shaped how he views risk, inflation, and central bank power ↩️
He's argued the Fed stayed loose too long, inflating assets and blurring policy lines
Warsh believes the Fed should be more disciplined, less political, and more focused on price stability, even when markets squirm 👀
$TRUMP
That reputation alone is why investors are paying attention 👀
A new Fed Chair isn't just a new face on the podium
It's a new voice, a new philosophy, and sometimes a completely different approach to how money flows through the economy 👀
Here's the wild part: Even before a single policy change happens, expectations shift and move markets
🚸 Warning 🚸 I do not provide financial advice 🔞The intent of this content is for you to be aware of market conditions before starting to invest 👌Thank you for reading 👌
#TrumpProCrypto #MarketCorrection #Fed
🚨🇺🇲 With Trump naming Kevin Warsh as the next Fed Chair, Jerome Powell is effectively a non-factor for markets going forward 🧐📢
Powell steps down in May 🙄
March 17–18, 2026 — Powell
April 28–29, 2026 — Powell
June 16–17, 2026 — All eyes on Warsh 🤔
Kevin Warsh isn’t a career politician, and he isn’t a traditional academic economist either ⌛️
$WLFI
He served as a Fed Governor from 2006 to 2011, meaning he was inside the room during the Global Financial Crisis ⌛️
This shaped how he views risk, inflation, and central bank power ↩️
He's argued the Fed stayed loose too long, inflating assets and blurring policy lines
Warsh believes the Fed should be more disciplined, less political, and more focused on price stability, even when markets squirm 👀
$TRUMP
That reputation alone is why investors are paying attention 👀
A new Fed Chair isn't just a new face on the podium
It's a new voice, a new philosophy, and sometimes a completely different approach to how money flows through the economy 👀
Here's the wild part: Even before a single policy change happens, expectations shift and move markets
🚸 Warning 🚸 I do not provide financial advice 🔞The intent of this content is for you to be aware of market conditions before starting to invest 👌Thank you for reading 👌
#TrumpProCrypto #MarketCorrection #Fed
💥 BREAKING: FED LIQUIDITY ALERT – $12.3 BILLION INJECTION TOMORROW! 🚨
Tomorrow at 9:00 AM ET, the US Federal Reserve will inject $12.3 billion into the system – the largest single move yet in the ongoing $53B liquidity program.
This is a big moment. Markets usually feel fresh cash flow very fast.
What typically happens when liquidity hits:
• Risk assets wake up quickly
• Bitcoin & crypto often lead the reaction
• Eases pressure → fuels short-term rallies → flips sentiment from fear to greed
• Stocks & altcoins usually follow once traders rotate back into risk mode
But real talk:
This isn’t a guaranteed magic switch.
Liquidity can lift prices, but volatility remains high.
Fast pumps can flip into fast pullbacks in seconds.
Key advice:
Patience > hype.
Discipline > FOMO.
Protect downside first.
Watch closely after the injection:
• Price reaction
• Volume spike
• Funding rates The real move often shows up after the initial noise dies down.
Opportunity is brewing – trade smart, stay sharp.
$BTC $XRP $SOL
#BTC #crypto #FED
Tomorrow at 9:00 AM ET, the US Federal Reserve will inject $12.3 billion into the system – the largest single move yet in the ongoing $53B liquidity program.
This is a big moment. Markets usually feel fresh cash flow very fast.
What typically happens when liquidity hits:
• Risk assets wake up quickly
• Bitcoin & crypto often lead the reaction
• Eases pressure → fuels short-term rallies → flips sentiment from fear to greed
• Stocks & altcoins usually follow once traders rotate back into risk mode
But real talk:
This isn’t a guaranteed magic switch.
Liquidity can lift prices, but volatility remains high.
Fast pumps can flip into fast pullbacks in seconds.
Key advice:
Patience > hype.
Discipline > FOMO.
Protect downside first.
Watch closely after the injection:
• Price reaction
• Volume spike
• Funding rates The real move often shows up after the initial noise dies down.
Opportunity is brewing – trade smart, stay sharp.
$BTC $XRP $SOL
#BTC #crypto #FED
💥 BREAKING | US FED UPDATE
🇺🇸 President Donald Trump says the investigation into Fed Chair Jerome Powell should be taken “to the very end”, drawing attention to US monetary policy scrutiny.
📊 Market watchers should note:
• Potential volatility in USD and risk assets
• Crypto and equities may react to policy uncertainty
• Sentiment shifts could trigger short-term market swings
⚠️ Policy and leadership scrutiny can move markets — trade smart and manage risk.
#FED #Powell #Trump #Crypto #BTC #MarketAlert #Binance
🇺🇸 President Donald Trump says the investigation into Fed Chair Jerome Powell should be taken “to the very end”, drawing attention to US monetary policy scrutiny.
📊 Market watchers should note:
• Potential volatility in USD and risk assets
• Crypto and equities may react to policy uncertainty
• Sentiment shifts could trigger short-term market swings
⚠️ Policy and leadership scrutiny can move markets — trade smart and manage risk.
#FED #Powell #Trump #Crypto #BTC #MarketAlert #Binance
$XAG Price Up for 10.96% amid Geopolitics Tension Eases and Fed Turns Cautious 📉✨
$XAG price was declined after recent US–Iran talks which eased geopolitical tensions, but market rebounds strongly ⚪️ Traders also took profits after a long uptrend in Silver market, and markets reacted when Kevin Warsh was named as Fed chair — investors now expect more measured policy from the Fed. 🏦
Geopolitical risk decreased, and a Senate funding deal eased US shutdown fears, both of which boosted risk appetite and reduced demand for silver. At the same time, cautious comments from Fed officials made safe assets like silver less attractive. 📉
Technically,$XAG is trading at $84.38, and the RSI(6) is at 53.95 — which is signs of moderate buyer interest. ⚠️ A quick return to historical highs looks unlikely for now.
What to watch: if US–Iran tensions escalates again or US public debt worries deepen, silver price could bounce back. For today, watch Fed signals, geopolitical headlines, and the key technical support levels (72.61, RSI) before opening position.
#GoldSilverRebound #PreciousMetalsTurbulence #MarketCorrection #BTCvsSilver #Fed
$XAG price was declined after recent US–Iran talks which eased geopolitical tensions, but market rebounds strongly ⚪️ Traders also took profits after a long uptrend in Silver market, and markets reacted when Kevin Warsh was named as Fed chair — investors now expect more measured policy from the Fed. 🏦
Geopolitical risk decreased, and a Senate funding deal eased US shutdown fears, both of which boosted risk appetite and reduced demand for silver. At the same time, cautious comments from Fed officials made safe assets like silver less attractive. 📉
Technically,$XAG is trading at $84.38, and the RSI(6) is at 53.95 — which is signs of moderate buyer interest. ⚠️ A quick return to historical highs looks unlikely for now.
What to watch: if US–Iran tensions escalates again or US public debt worries deepen, silver price could bounce back. For today, watch Fed signals, geopolitical headlines, and the key technical support levels (72.61, RSI) before opening position.
#GoldSilverRebound #PreciousMetalsTurbulence #MarketCorrection #BTCvsSilver #Fed
FED TURNS ON THE MONEY PRINTER! $8.3 BILLION INJECTION IMMINENT.
Entry: 65000 🟩
Target 1: 68000 🎯
Target 2: 72000 🎯
Stop Loss: 62000 🛑
QE IS BACK. MARKETS ARE ABOUT TO EXPLODE. THIS IS NOT A DRILL. GET IN NOW BEFORE IT’S TOO LATE. THE BIG MONEY IS MOVING. FOMO IS REAL. PREPARE FOR LIFTOFF. DON'T GET LEFT BEHIND.
Disclaimer: Not financial advice.
#Bitcoin #Fed #QE #CryptoTrading 🚀
Entry: 65000 🟩
Target 1: 68000 🎯
Target 2: 72000 🎯
Stop Loss: 62000 🛑
QE IS BACK. MARKETS ARE ABOUT TO EXPLODE. THIS IS NOT A DRILL. GET IN NOW BEFORE IT’S TOO LATE. THE BIG MONEY IS MOVING. FOMO IS REAL. PREPARE FOR LIFTOFF. DON'T GET LEFT BEHIND.
Disclaimer: Not financial advice.
#Bitcoin #Fed #QE #CryptoTrading 🚀
🚨 BREAKING 🚨
The Federal Reserve is expected to make an urgent announcement at 1:00 PM ET today.
Reports suggest potential updates on QE policy and interest rate direction.
All eyes remain on the Fed.
#Fed #CryptoNewss
The Federal Reserve is expected to make an urgent announcement at 1:00 PM ET today.
Reports suggest potential updates on QE policy and interest rate direction.
All eyes remain on the Fed.
#Fed #CryptoNewss
✂️ Rate Cuts Back on the Table as Warsh Era Nears
Markets are increasingly pricing in Fed easing as leadership at the central bank is set to change 📉💵
The Federal Reserve is expected to hold rates steady over the next two FOMC meetings, with momentum building toward a shift starting in June.
🔍 Key developments:
• Kevin Warsh is expected to formally take the Chair in May
• CME FedWatch now shows a 46% probability of a 25bps rate cut in June
• First FOMC meeting under Warsh could mark a policy pivot
Warsh — President Trump’s pick — has been vocal about the economic drag of high interest rates, yet remains viewed as credible and market-friendly, keeping investor confidence intact.
📊 If easing expectations strengthen, risk assets and altcoins could see renewed momentum.
👀 Market radar:
$ZIL $C98 $CHESS
#Fed #cryptomarketmoves #altcoins #Macro #BinanceSquare
Markets are increasingly pricing in Fed easing as leadership at the central bank is set to change 📉💵
The Federal Reserve is expected to hold rates steady over the next two FOMC meetings, with momentum building toward a shift starting in June.
🔍 Key developments:
• Kevin Warsh is expected to formally take the Chair in May
• CME FedWatch now shows a 46% probability of a 25bps rate cut in June
• First FOMC meeting under Warsh could mark a policy pivot
Warsh — President Trump’s pick — has been vocal about the economic drag of high interest rates, yet remains viewed as credible and market-friendly, keeping investor confidence intact.
📊 If easing expectations strengthen, risk assets and altcoins could see renewed momentum.
👀 Market radar:
$ZIL $C98 $CHESS
#Fed #cryptomarketmoves #altcoins #Macro #BinanceSquare
🚨 Dólar Estable con Kevin Warsh: ¿Peligro u Oportunidad para Bitcoin?
La nominación de Kevin Warsh para la Fed ha calmado al dólar, pero agitado al mercado cripto. ¿Debemos preocuparnos?
📉 El Impacto Inmediato
El mercado reacciona con cautela. Un dólar fuerte suele presionar a Bitcoin a la baja a corto plazo. Los inversores buscan seguridad ante el cambio de mando en la economía de EE.UU.
💎 La Verdad Oculta: Warsh es Pro-Cripto
Aunque el mercado tiene miedo hoy, el historial de Warsh es alcista a largo plazo:
Aliado de Bitcoin: Ha declarado que ve a Bitcoin como una "reserva de valor similar al oro".
Contra las CBDC: Se opone al "Dólar Digital" de vigilancia, protegiendo la privacidad financiera.
Regulación Inteligente: Apoya integrar las stablecoins en el sistema bancario, dándoles legitimidad legal.
🔮 Conclusión
La volatilidad actual es ruido. Tener un jefe de la Fed que entiende y respeta la tecnología cripto podría ser el catalizador institucional que Bitcoin necesitaba. La estabilidad del dólar hoy puede ser el trampolín de Bitcoin mañana.
¿Opiniones? ¿Es Warsh el aliado que esperábamos? 👇
#Write2Earn #TrendingTopic #bitcoin
#Fed #economy
La nominación de Kevin Warsh para la Fed ha calmado al dólar, pero agitado al mercado cripto. ¿Debemos preocuparnos?
📉 El Impacto Inmediato
El mercado reacciona con cautela. Un dólar fuerte suele presionar a Bitcoin a la baja a corto plazo. Los inversores buscan seguridad ante el cambio de mando en la economía de EE.UU.
💎 La Verdad Oculta: Warsh es Pro-Cripto
Aunque el mercado tiene miedo hoy, el historial de Warsh es alcista a largo plazo:
Aliado de Bitcoin: Ha declarado que ve a Bitcoin como una "reserva de valor similar al oro".
Contra las CBDC: Se opone al "Dólar Digital" de vigilancia, protegiendo la privacidad financiera.
Regulación Inteligente: Apoya integrar las stablecoins en el sistema bancario, dándoles legitimidad legal.
🔮 Conclusión
La volatilidad actual es ruido. Tener un jefe de la Fed que entiende y respeta la tecnología cripto podría ser el catalizador institucional que Bitcoin necesitaba. La estabilidad del dólar hoy puede ser el trampolín de Bitcoin mañana.
¿Opiniones? ¿Es Warsh el aliado que esperábamos? 👇
#Write2Earn #TrendingTopic #bitcoin
#Fed #economy
boletín del día: 3 de febrero de 2026
Rendimiento general de mercados (día)
Acciones EE.UU. mayormente a la baja:
Nasdaq -1,43%S&P 500 -0,84%Dow -0,34%Russell 2000 +0,31%.
Bonos Tesoro:
rendimientos bajan levemente
(10 años → 4,2655%; 2 años → 3,5614%).DXY -0,23% (97,3872).VIX +10,16% → 18,00 (aumento de volatilidad).
Commodities mixtos:
Crudo Brent -4,34% (66,31 USD) oro $XAU +6,16% → récord 4.946,17 USD (LBMA).
Enfoques clave geopolíticos y políticos
Fin del cierre gubernamental EE.UU.Cámara aprobó (217-214) y Trump firmó el proyecto de ley.Financiación federal extendida hasta 30/sep/2026 (excepto DHS hasta 13/feb/2026, mientras negocia restricciones migratorias con demócratas).
Cierre duró solo 4 días → impacto limitado; atento al reinicio de datos laborales (nóminas BLS).
Tensión EE.UU.-Irán en Golfo Pérsico (antes de conversaciones viernes)
EE.UU. derriba dron iraní cerca de USS Abraham Lincoln (sin víctimas).Cañoneras iraníes intentan abordar petrolero estadounidense en Estrecho de Ormuz → escoltado por buque US.Temores de escalada impulsaron oro y (temporalmente) petróleo +2,3%.
Conversaciones siguen programadas; #Irán prefiere Omán y agenda solo nuclear.
Rusia-Ucrania
Rusia lanza masivo ataque aéreo (71 misiles + 450 drones) sobre 8 regiones ucranianas → graves daños en Járkov (sin calefacción >100.000 hogares).Zelenski espera respuesta EE.UU.; nuevas conversaciones programadas en Abu Dabi (miércoles-jueves).
Renuncia en la Casa Blanca
Milan (gobernador Fed) dimite como presidente del Consejo de Asesores Económicos (CEA), cumpliendo promesa al Senado; sigue en #Fed hasta que llegue su sucesor.
Eventos macro clave (hora ET, miércoles)
8:15 → Empleo ADP enero (est. 45k).9:45 → PMI servicios Markit enero (final, est. 52,5).10:00 → PMI servicios ISM enero (est. 53,5).
Noticias destacadas:
MetaMask + Ondo tokenizan acciones/ETFsKraken reporta ingresos 2025 récord Vitalik cuestiona visión original L2 EthereumCombinator acepta USDC
Conclusión rápida:
Día risk-off por tensiones Medio Oriente + fin cierre gobierno, impulsa oro como refugio extremo mientras cripto y acciones tecnológicas sufren. Atentos a datos PMI y ADP para pistas sobre economía EE.UU. post-cierre.
Acciones EE.UU. mayormente a la baja:
Nasdaq -1,43%S&P 500 -0,84%Dow -0,34%Russell 2000 +0,31%.
Bonos Tesoro:
rendimientos bajan levemente
(10 años → 4,2655%; 2 años → 3,5614%).DXY -0,23% (97,3872).VIX +10,16% → 18,00 (aumento de volatilidad).
Commodities mixtos:
Crudo Brent -4,34% (66,31 USD) oro $XAU +6,16% → récord 4.946,17 USD (LBMA).
Enfoques clave geopolíticos y políticos
Fin del cierre gubernamental EE.UU.Cámara aprobó (217-214) y Trump firmó el proyecto de ley.Financiación federal extendida hasta 30/sep/2026 (excepto DHS hasta 13/feb/2026, mientras negocia restricciones migratorias con demócratas).
Cierre duró solo 4 días → impacto limitado; atento al reinicio de datos laborales (nóminas BLS).
Tensión EE.UU.-Irán en Golfo Pérsico (antes de conversaciones viernes)
EE.UU. derriba dron iraní cerca de USS Abraham Lincoln (sin víctimas).Cañoneras iraníes intentan abordar petrolero estadounidense en Estrecho de Ormuz → escoltado por buque US.Temores de escalada impulsaron oro y (temporalmente) petróleo +2,3%.
Conversaciones siguen programadas; #Irán prefiere Omán y agenda solo nuclear.
Rusia-Ucrania
Rusia lanza masivo ataque aéreo (71 misiles + 450 drones) sobre 8 regiones ucranianas → graves daños en Járkov (sin calefacción >100.000 hogares).Zelenski espera respuesta EE.UU.; nuevas conversaciones programadas en Abu Dabi (miércoles-jueves).
Renuncia en la Casa Blanca
Milan (gobernador Fed) dimite como presidente del Consejo de Asesores Económicos (CEA), cumpliendo promesa al Senado; sigue en #Fed hasta que llegue su sucesor.
Eventos macro clave (hora ET, miércoles)
8:15 → Empleo ADP enero (est. 45k).9:45 → PMI servicios Markit enero (final, est. 52,5).10:00 → PMI servicios ISM enero (est. 53,5).
Noticias destacadas:
MetaMask + Ondo tokenizan acciones/ETFsKraken reporta ingresos 2025 récord Vitalik cuestiona visión original L2 EthereumCombinator acepta USDC
Conclusión rápida:
Día risk-off por tensiones Medio Oriente + fin cierre gobierno, impulsa oro como refugio extremo mientras cripto y acciones tecnológicas sufren. Atentos a datos PMI y ADP para pistas sobre economía EE.UU. post-cierre.
#FED GOVERNOR MIRAN CALLS FOR 100+ BPS RATE CUTS IN 2026
Fed Governor Stephen Miran argues the Federal Reserve should cut rates by over 100 basis points this year, claiming inflation data is overstated.
The dovish stance contrasts sharply with Fed Watch Tool pricing only one 25bp cut for all of 2026, revealing a major disconnect between policy voices and market expectations.
Fed Governor Stephen Miran argues the Federal Reserve should cut rates by over 100 basis points this year, claiming inflation data is overstated.
The dovish stance contrasts sharply with Fed Watch Tool pricing only one 25bp cut for all of 2026, revealing a major disconnect between policy voices and market expectations.
Market Overview & 24H Highlights (04/02/2026)
General outlook: The crypto market is seeing a broad pullback driven by strong U.S. macroeconomic data. However, on-chain fundamentals and technological innovation remain active.
1. Market Performance
Crypto: Most major coins declined. BTC, ETH, and SOL fell over 3.5% in the past 24 hours.
🔸BTC: −3.75%
🔸ETH: −4.52%
🔸SOL: −5.57%
Tokenized equities: Bucking the trend, some tokenized stocks posted strong gains, notably USAR (+15.24%) and TER (+13.33%).
2. Macro & Policy
🔶U.S. Government: The House passed a funding bill to avert a government shutdown; it awaits President Trump’s signature.
🔶Federal Reserve:
🔸Fed Governor Mester suggested rate cuts of about 100 bps this year.
🔸Economist Robin Brooks expects Kevin Warsh (Trump’s Fed Chair nominee) could cut up to 100 bps ahead of the midterm elections.
🔶U.S. Economy: Stronger-than-expected data (especially manufacturing PMI) pushed U.S. Treasury yields higher, pressuring risk assets.
3. Industry News
🔸Galaxy Digital: Reported a net loss of USD 482 million in Q4 2025, far above expectations, mainly due to falling digital asset prices.
🔸Ethereum (ETH): Despite price weakness, network metrics remain strong. TVL in ETH is near all-time highs, and staking queues have reached ~70 days, signaling sustained institutional demand.
🔸BNB Chain: Introduced BAP-578, defining “Non-Fungible Agents” (NFA)—on-chain AI agents capable of autonomous transactions across multiple dApps.
🔸Legal: A Nevada court issued a temporary ban on Polymarket, ruling its event markets constitute unlicensed gambling.
🔸Grayscale: The Grayscale CoinDesk Crypto 5 ETF announced the addition of BNB to its portfolio.
4. Project Updates
🔸Axie Infinity: To launch bAXS (Bonded AXS) as a reserve currency for its new ecosystem, with two bAXS airdrops for AXS stakers. Axie Homeland will be phased out and replaced by Terrariums.
🔸Ondo Finance: Filed with the SEC to offer real-time on-chain trading of U.S. equities post-IPO, aiming for securities-grade transparency.
🔸Ethena: Launched the “Exchange Points” program to reward real trading activity on Ethereal and HyENA.
🔸Chiliz: Plans to launch Fan Tokens in the U.S. and commit 10% of revenue to CHZ buybacks and burns.
🔸Avalanche: Formed a Policy Advisory Committee to promote global crypto regulatory coordination.
5. Additional Legal & Regulatory
🔸UK vs xAI: The UK data regulator is investigating Elon Musk’s xAI over Grok generating sensitive deepfake images.
🔸Coinbase vs Australian Banks: Coinbase appealed to Australia’s Parliament, alleging four major banks are imposing unlawful “de facto bans” by denying services to legitimate crypto firms.
6. Expert View
🔸Wintermute: Views the market as being in a bear phase driven by the macro cycle rather than structural failures (e.g., FTX or Luna). As a result, the downturn may end sooner, with a potential recovery in the second half of the year.
#NEW #Fed $BTC $BNB $SOL
1. Market Performance
Crypto: Most major coins declined. BTC, ETH, and SOL fell over 3.5% in the past 24 hours.
🔸BTC: −3.75%
🔸ETH: −4.52%
🔸SOL: −5.57%
Tokenized equities: Bucking the trend, some tokenized stocks posted strong gains, notably USAR (+15.24%) and TER (+13.33%).
2. Macro & Policy
🔶U.S. Government: The House passed a funding bill to avert a government shutdown; it awaits President Trump’s signature.
🔶Federal Reserve:
🔸Fed Governor Mester suggested rate cuts of about 100 bps this year.
🔸Economist Robin Brooks expects Kevin Warsh (Trump’s Fed Chair nominee) could cut up to 100 bps ahead of the midterm elections.
🔶U.S. Economy: Stronger-than-expected data (especially manufacturing PMI) pushed U.S. Treasury yields higher, pressuring risk assets.
3. Industry News
🔸Galaxy Digital: Reported a net loss of USD 482 million in Q4 2025, far above expectations, mainly due to falling digital asset prices.
🔸Ethereum (ETH): Despite price weakness, network metrics remain strong. TVL in ETH is near all-time highs, and staking queues have reached ~70 days, signaling sustained institutional demand.
🔸BNB Chain: Introduced BAP-578, defining “Non-Fungible Agents” (NFA)—on-chain AI agents capable of autonomous transactions across multiple dApps.
🔸Legal: A Nevada court issued a temporary ban on Polymarket, ruling its event markets constitute unlicensed gambling.
🔸Grayscale: The Grayscale CoinDesk Crypto 5 ETF announced the addition of BNB to its portfolio.
4. Project Updates
🔸Axie Infinity: To launch bAXS (Bonded AXS) as a reserve currency for its new ecosystem, with two bAXS airdrops for AXS stakers. Axie Homeland will be phased out and replaced by Terrariums.
🔸Ondo Finance: Filed with the SEC to offer real-time on-chain trading of U.S. equities post-IPO, aiming for securities-grade transparency.
🔸Ethena: Launched the “Exchange Points” program to reward real trading activity on Ethereal and HyENA.
🔸Chiliz: Plans to launch Fan Tokens in the U.S. and commit 10% of revenue to CHZ buybacks and burns.
🔸Avalanche: Formed a Policy Advisory Committee to promote global crypto regulatory coordination.
5. Additional Legal & Regulatory
🔸UK vs xAI: The UK data regulator is investigating Elon Musk’s xAI over Grok generating sensitive deepfake images.
🔸Coinbase vs Australian Banks: Coinbase appealed to Australia’s Parliament, alleging four major banks are imposing unlawful “de facto bans” by denying services to legitimate crypto firms.
6. Expert View
🔸Wintermute: Views the market as being in a bear phase driven by the macro cycle rather than structural failures (e.g., FTX or Luna). As a result, the downturn may end sooner, with a potential recovery in the second half of the year.
#NEW #Fed $BTC $BNB $SOL
El Debate Político Alrededor de la Nominación a la Reserva Federal:¿Qué Significa para los Mercados?
Según informes recientes, la posible nominación de Kevin Warsh para un puesto en la Reserva Federal está generando un intenso debate en el Senado. Tanto demócratas como algunos republicanos han expresado sus preocupaciones, lo que podría complicar el proceso de confirmación.
Preocupaciones y Argumentos
La oposición a la nominación de Warsh parece estar motivada por una combinación de factores, incluyendo su historial y opiniones sobre política monetaria. Algunos senadores demócratas han señalado la necesidad de abordar temas como posibles conflictos de interés y la independencia de la Reserva Federal, particularmente en el contexto de investigaciones recientes que involucran a miembros actuales de la institución.
Un punto clave de discusión es la importancia de mantener la independencia de la Reserva Federal frente a las presiones políticas, un principio considerado fundamental para la estabilidad económica.
Las referencias a investigaciones que involucran al presidente actual, Jerome Powell, y a la gobernadora Lisa Cook, aunque no directamente relacionadas con la nominación de Warsh, han añadido una capa de complejidad al debate sobre la supervisión y la ética dentro de la Fed.
Es importante recordar que estas investigaciones están en curso y su resultado final no está determinado.
La combinación de la oposición demócrata y las reservas de algunos republicanos sugiere que el camino de la nominación de Warsh podría ser desafiante.
Este escenario político incierto podría generar volatilidad en los mercados financieros, que a menudo reaccionan a los cambios percibidos en la dirección futura de la política monetaria.
$BTC #BTC
$PAXG #PAXG #Fed
Preocupaciones y Argumentos
La oposición a la nominación de Warsh parece estar motivada por una combinación de factores, incluyendo su historial y opiniones sobre política monetaria. Algunos senadores demócratas han señalado la necesidad de abordar temas como posibles conflictos de interés y la independencia de la Reserva Federal, particularmente en el contexto de investigaciones recientes que involucran a miembros actuales de la institución.
Un punto clave de discusión es la importancia de mantener la independencia de la Reserva Federal frente a las presiones políticas, un principio considerado fundamental para la estabilidad económica.
Las referencias a investigaciones que involucran al presidente actual, Jerome Powell, y a la gobernadora Lisa Cook, aunque no directamente relacionadas con la nominación de Warsh, han añadido una capa de complejidad al debate sobre la supervisión y la ética dentro de la Fed.
Es importante recordar que estas investigaciones están en curso y su resultado final no está determinado.
La combinación de la oposición demócrata y las reservas de algunos republicanos sugiere que el camino de la nominación de Warsh podría ser desafiante.
Este escenario político incierto podría generar volatilidad en los mercados financieros, que a menudo reaccionan a los cambios percibidos en la dirección futura de la política monetaria.
$BTC #BTC
$PAXG #PAXG #Fed
🚨 BREAKING: SURPRISE FED ANNOUNCEMENT AT 12:30 PM! 🚨
$BTC
Buckle up, traders! Word on the street is that a Federal Reserve (FOMC) official is set to deliver an unscheduled announcement today at 12:30 PM.
In a market already buzzing from the "Warsh effect"—following the recent nomination of Kevin Warsh as the next Fed Chair—any "surprise" from the central bank is enough to send the candles into a frenzy.
Market watchers are closely eyeing Governor Michelle Bowman, who was already on the radar for today's economic agenda.
Why this matters for Crypto:
Volatility Spike: Surprise Fed talk usually means one thing: liquidations. Keep a close eye on your $BTC and $ETH positions.
The "Hawkish" Fear: If the tone shifts toward tighter monetary policy or shrinking the balance sheet, risk assets like crypto could see a rapid "risk-off" move.
Macro Context: This follows today’s JOLTs labor data. If the Fed official addresses labor market softness vs. sticky inflation, expect the DXY (Dollar Index) to move, dragging Bitcoin along with it.
The Bottom Line: When an FOMC official calls a surprise meeting in this environment, it’s rarely just "noise." It’s a signal.
Stay sharp, set your stop-losses, and keep your eyes on the clock. 🕒
$BNB
#FOMC #Fed #BreakingNew #CryptoTrading #Bitcoin MacroEconomy BinanceSquare
$BTC
Buckle up, traders! Word on the street is that a Federal Reserve (FOMC) official is set to deliver an unscheduled announcement today at 12:30 PM.
In a market already buzzing from the "Warsh effect"—following the recent nomination of Kevin Warsh as the next Fed Chair—any "surprise" from the central bank is enough to send the candles into a frenzy.
Market watchers are closely eyeing Governor Michelle Bowman, who was already on the radar for today's economic agenda.
Why this matters for Crypto:
Volatility Spike: Surprise Fed talk usually means one thing: liquidations. Keep a close eye on your $BTC and $ETH positions.
The "Hawkish" Fear: If the tone shifts toward tighter monetary policy or shrinking the balance sheet, risk assets like crypto could see a rapid "risk-off" move.
Macro Context: This follows today’s JOLTs labor data. If the Fed official addresses labor market softness vs. sticky inflation, expect the DXY (Dollar Index) to move, dragging Bitcoin along with it.
The Bottom Line: When an FOMC official calls a surprise meeting in this environment, it’s rarely just "noise." It’s a signal.
Stay sharp, set your stop-losses, and keep your eyes on the clock. 🕒
$BNB
#FOMC #Fed #BreakingNew #CryptoTrading #Bitcoin MacroEconomy BinanceSquare
နောက်ထပ်အကြောင်းအရာများကို စူးစမ်းလေ့လာရန် အကောင့်ဝင်ပါ