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At 8:30 a.m. Eastern, the U.S. labor market handed traders a breaking story with two timelines, one for today, one for last year.
Nonfarm payrolls grew by 130,000 in January, unemployment held at 4.3%, and wages kept climbing.
The details came straight from the BLS, the monthly snapshot that tells markets how hiring and paychecks are moving.
Then I scrolled, and the past shifted.
The same release...
Bank of America Securities expects the Bank of Japan (BoJ) to raise its policy rate from 0.75% to 1.0% at its April 27-28 meeting. Markets already price roughly 80% odds of that outcome, according to swap data cited in recent BoJ meeting minutes.
The 25-basis-point move itself sounds modest, but the debate it has sparked runs deeper: could a return to 1% policy rates, last seen in Japan's mid-...
The European Commission's 20th sanctions package proposes a comprehensive ban on all cryptocurrency transactions involving Russia, an escalation from targeting specific bad actors to attempting to sanitize the rails themselves.
The question is whether the EU can raise the cost of evasion sufficiently by controlling chokepoints: regulated exchanges, stablecoin issuers, and third-country financial...
Sam Bankman-Fried filed a motion for a new trial on Feb. 10, advancing a claim that reframes FTX's collapse not as fraud-driven insolvency but as a recoverable liquidity crisis.
The motion invokes Rule 33 of the Federal Rules of Criminal Procedure, which permits courts to grant new trials when “the interest of justice so requires,” typically when newly discovered evidence surfaces or fundamental...
Polymarket traders are pricing the prospect of China legalizing onshore Bitcoin purchases at roughly 5%.
At first glance, the number appears dismissive. Still, it raises the question of whether the Chinese government will explicitly permit citizens to convert renminbi into Bitcoin within mainland China by the end of 2026.
That distinction matters because the regulatory architecture Beijing...
Gold demand reached a record $555 billion in 2025, driven by an 84% surge in investment flows and $89 billion in inflows into physically backed ETFs.
The World Gold Council reports ETF holdings climbed 801 tons to an all-time high of 4,025 tons, with assets under management doubling to $559 billion. US gold ETFs alone absorbed 437 tons, bringing domestic holdings to 2,019 tons, valued at $280...
Ripple has enabled staking for Ethereum and Solana within its institutional custody business, expanding beyond safekeeping to include asset servicing features that large investors increasingly consider standard.
The new capability, delivered through a partnership with staking infrastructure provider Figment, enables Ripple Custody clients to offer staking on major proof-of-stake networks without...
Bitcoin’s sharp selloff last week appears to have triggered one of the largest buy-the-dip episodes of this market cycle.
Data tracking accumulator addresses showed a record surge of coins moving into wallets associated with long-term holding behavior, even as flows through exchange-traded fund (ETF) products stayed net negative.
The timing mattered. The inflow landed right after a violent...
Ethereum researcher ladislaus.eth published a walkthrough last week explaining how Ethereum plans to move from re-executing every transaction to verifying zero-knowledge proofs.
The post frames it as a “quiet but fundamental transformation,” and the framing is accurate. Not because the work is secret, but because its implications ripple across Ethereum's entire architecture in ways that won't be...
Bitcoin has a habit of turning certain numbers into places.
A number becomes a shared memory, a public square where enough humans stare at the same line long enough that it starts to feel real.
For the last few days, that place has been $71,500.
Two days ago, I published a piece saying Bitcoin needed to recover $71,500 soon, or the drift back toward $60,000 begins. I hit publish right as attempt...