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Fastest Breaking Markets Updates Crypto • Finance • Technology • War
Ethereum Foundation Treasury has deployed:
- 10,000 ETH into Spark
- 10,000 ETH into Aave Prime
- 20,800 ETH into Aave Core
- 4,200 ETH into Compound
EF: More to come, including exploring staking. If you have suggestions or ideas for future deployments let us know!
OPENAI ROADMAP UPDATE FOR GPT-4.5 and GPT-5:
*OpenAI: We will next ship GPT-4.5, the model we called Orion internally, as our last non-chain-of-thought model.
*OpenAI: We will release GPT-5 as a system that integrates a lot of our technology, including o3. We will no longer ship o3 as a standalone model.
*SAM ALTMAN ON ETA FOR GPT 4.5/GPT 5: weeks / months
FED'S POWELL: I'M LOOKING FOR PPI DATA TOMORROW FOR READTHROUGH TO PCE
FED'S POWELL: OFFER A NOTE OF CAUTION ON TODAY''S CPI READING; WE TARGET PCE INFLATION WHICH IS A BETTER MEASURE
FED'S POWELL: WE ARE CLOSE BUT NOT THERE ON INFLATION. TODAY'S INFLATION PRINT SAYS THAT AS WELL, WE WANT TO KEEP POLICY RESTRICTIVE FOR NOW
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*U.S. DEFENSE SECRETARY HEGSETH: RETURNING TO UKRAINE'S PRE-2014 BORDERS UNREALISTIC GOAL
*HEGSETH: US DOESN'T BELIEVE UKRAINE NATO MEMBERSHIP REALISTIC
TRADERS SHIFT NEXT FED RATE CUT TO DECEMBER FROM SEPTEMBER
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*US JAN. CONSUMER PRICES RISE 0.5% M/M, EST. +0.3%
*US JAN. CORE CPI RISES 3.3% Y/Y; EST. +3.1%
*US JAN. CONSUMER PRICES RISE 3.0% Y/Y; EST. +2.9%
*US JAN. CORE CPI RISES 0.4% M/M; EST. +0.3%
POWELL SAYS THE FED SUPPORTS EFFORTS TO MAKE A REGULATORY FRAMEWORK AROUND STABLECOINS IN ORDER TO PROTECT CONSUMERS
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POWELL REITERATES NO NEED TO HURRY TO ADJUST RATES
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Sam Altman: no thank you but we will buy twitter for $9.74 billion if you want
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MICROSTRATEGY ACQUIRES 7,633 BITCOINS AT AN AVG. PRICE OF $97,255 BETWEEN FEB. 3 & 9, 2025
Total Holdings: 478,740 BTC
Average Price: $65,033/BTC
SEC DELAYS OPTIONS ON BLACKROCK SPOT ETHEREUM ETF
*APRIL 9, 2025: Final Deadline
PRESIDENT TRUMP TOLD REPUBLICAN LAWMAKERS HE PLANS TO ISSUE RECIPROCAL TARIFFS AS EARLY AS FRIDAY - SOURCES - RTRS
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WHITE HOUSE: U.S. RECIPROCAL TARIFFS TO BE ANNOUNCED BEFORE INDIA'S MODI VISIT ON THURSDAY
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*TRUMP SAYS HE AND PUTIN AGREED TO WORK TOGETHER, VISIT EACH OTHER'S NATIONS
TRUMP SAYS HE AND PUTIN AGREED TO HAVE RESPECTIVE TEAMS START NEGOTIATIONS IMMEDIATELY
POWELL: IN HINDSIGHT, PROBABLY COULD'VE HALTED QE EARLIER
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US 5- TO 10-YEAR YIELDS RISE AT LEAST 10 BASIS POINTS ON DAY
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*TRADERS PRICE IN LESS FED EASING AFTER CPI REPORT
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US CPI in 1hr 50min:
Analysts Estimates:
*headline: 0.3% vs 0.4% M/M prev.
*headline: 2.9% vs 2.9% Y/Y
*Core CPI: 0.3% vs 0.2% M/M
*Core CPI: 3.1% vs 3.2% Y/Y
POWELL: WOULD USE QUANTITATIVE EASING ONLY WHEN RATES ARE AT ZERO
POWELL: RESERVES ARE STILL ABUNDANT
EU SAYS IT WILL IMPOSE COUNTERMEASURES AGAINST US TARIFFS
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*MUSK-LED GROUP MAKES $97.4B BID FOR OPENAI CONTROL: WSJ
Musk: It's time for OpenAI to return to the open-source, safety-focused force for good it once was, We will make sure that happens.
The Week Ahead | @infinityhedge | tit-for-tat tariffs love week
WEEKLY US SPOT ETF Flows:
*BTC: +$200M
*ETH: +$420M
US BTC SPOT ETF Options:
*Total OI Call/Put Ratio(Nominal): 2.04
*Total OI Call/Put Ratio(Delta): 3.05
Macro:
*Tariffs: Trump to announce reciprocal tariffs this week. (He planned to hold a meeting on the issue Monday or Tuesday). Trump's focus is now expected to switch to the EU and possibly other countries. Investors have less dry powder to buy equities in the months ahead than they did the first time Trump took office. US Equity Risk Premium Is Lowest in Over Two Decades. We are in an environment of really high expectations in the third year of a bull market, whereas in 2017 we were coming out of a bear market.
*Fed Chair Powell Testifies on 11 at 15 GMT
*US CPI on 12
*Fed Chair Powell Testifies on 12 at 15 GMT
*Fed’s Waller speaks on stablecoins on 12 at 22 GMT
*US PPI on 13
ICYMI Trump:
*Trump: we will be announcing on monday 25% tariffs on all steel and aluminum coming into the us.
*Trump: i'm committed to buying and owning gaza, may give sections to other states in the middle east to rebuild it.
*Trump: maybe we have less debt than we thought (questions whether there is fraud related to us treasuries)
Earnings:
*Reddit, Robinhood on 12
*Coinbase on 13
What Bloomberg Economics Says:
Chair Powell has said the Fed needs to see ‘real progress’ on inflation or some labor-market weakness to consider adjusting rates. We think January’s CPI will offer mixed evidence. We expect headline and core CPI inflation both rose 0.3%.
Post will be refreshed w/ new info and Graphics/Articles are in the group⬎
TRUMP: WILL ANNOUNCE RECIPROCAL TARIFFS NEXT WEEK ON MANY COUNTRIES
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TRUMP: TARIFFS ARE AN OPTION TO ADDRESS DEFICIT
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SHORT-TERM US INTEREST-RATE FUTURES ADD TO LOSSES; TRADERS NOW BETTING ON JUST ONE FED RATE CUT THIS YEAR
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