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Fastest Breaking Markets Updates Crypto • Finance • Technology • War
*US PAYROLLS 2024 AVG MONTHLY GAIN REVISED TO 166K FROM 186K
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U.S. JAN NFP in 1hr:
Estimates:
Median: 175k
High: 240k
Low: 105k
Previous: 256k
Forecaster:
*Natix: 240k
*Nomura: 225k
*BofA: 200K
*GS: 190k
*BNP: 170k
*JPM: 150k
*Wall Street will be closely watching a revision to job growth for the 12 months through the previous March. Agency’s preliminary estimate in August suggested the downward revision would be 818k — the largest since 2009. Economists expect the actual markdown in the January report due Friday will probably come to around 600k to 700k jobs, which would be somewhat of a relief. BBG Economics estimates that the markdown will be much bigger at 934k
U.S. TREASURY'S BESSENT: TARIFFS ARE AIMED AT BRINGING MANUFACTURING BASE BACK TO THE U.S.
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MICROSTRATEGY REBRANDS AS STRATEGY
STRATEGY UNVEILS NEW NAME, BITCOIN LOGO, AND ORANGE BRAND COLOR
Berachain Airdrop Checker & Eligibility: Link
Tokenomics: Link
TRUDEAU: PROPOSED TARIFFS WILL BE PUT ON HOLD FOR AT LEAST 30 DAYS
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TRUMP: I LIKE THE IDEA OF RECIPROCAL TARIFFS ON MORE COUNTRIES.
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*TRUMP: WE’LL BE SPEAKING TO CHINA PROBABLY OVER NEXT 24 HOURS
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*TRUMP SIGNS EXECUTIVE ORDER TO CREATE SOVEREIGN WEALTH FUND: RTRS
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MORNING TRUMP-TRUDEAU CALL LEAVES CANADIAN OFFICIALS DOUBTFUL THAT AN OFF-RAMP FROM TARIFFS EXISTS FOR CANADA THE WAY IT MATERIALIZED FOR MEXICO; 3PM FOLLOW-UP CALL SCHEDULED: NYT
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PRESIDENT TRUMP'S WHITE HOUSE A.I. AND CRYPTO CZAR DAVID SACKS WILL HOST A PRESS CONFERENCE ON FEBRUARY 4 AT 2:30PM ET ON DIGITAL ASSETS
*They will discuss How the trump administration & congress will work together to secure america as a leader in the digital asset ecosystem.
*NVIDIA DOWN 4% PRE-MARKET, ERASED ALL POST-DEEPSEEK CRASH GAINS
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MICROSTRATEGY DID NOT BUY ANY BITCOIN FROM JAN. 27 TO FEB. 2: BBG
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*US JAN. NONFARM PAYROLLS RISE 143K M/M; EST. +175K
*US JAN. UNEMPLOYMENT RATE 4.0%; EST. 4.1%
TRUMP SAYS THE GAZA STRIP WOULD BE TURNED OVER TO THE UNITED STATES BY ISRAEL AT THE CONCLUSION OF FIGHTING - TRUTH SOCIAL
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U.S. TREASURY'S BESSENT: TRUMP IS NOT CALLING FOR THE FED TO LOWER INTEREST RATES
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GOOGLE: LAUNCHING EXPERIMENTAL VERSION OF GEMINI 2.0 PRO AI MODEL, AVAILABLE IN AI STUDIO & VERTEX AI, & TO ADVANCED USERS IN GEMINI APP
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TRUMP'S CRYPTO CZAR DAVID SACKS: "WE'RE EVALUATING THE IDEA OF BITCOIN RESERVE — THIS IS ONE OF THE FIRST THINGS WE'RE GOING TO LOOK AT IN THE ADMIN. WE'RE STILL IN VERY EARLY STAGES OF THIS, AND I THINK THE CONCEPT OF THE SOVEREIGN WEALTH FUND IS SEPARATE"
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TRUMP: CHINA TARIFFS WILL GO UP IF WE CAN’T MAKE A DEAL
TRUMP: CHINA TARIFFS WERE AN OPENING SALVO
TRUMP SAYS TIKTOK COULD GO IN SOVEREIGN WEALTH FUND
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TRUMP IS CONSIDERING PLANS TO IMPOSE A 10% TARIFF ON THE EU: TELEGRAPH
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*MEXICO’S PRESIDENT: TARIFFS ARE PAUSED FOR A MONTH FROM NOW: RTRS
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President Trump-backed World Liberty Financial offers to buy a project's tokens in exchange for the project buying an equivalent amount of WLFI tokens plus a fee, per sources: Blockworks
*Representatives for World Liberty Financial have been approaching blockchain teams with an offer: buy at least $10 million worth of unlaunched WLFI tokens with a 10 percent fee, and World Liberty Financial will buy the same amount of the blockchain’s native token.
The Week Ahead | @infinityhedge | Major Earnings
WEEKLY US SPOT ETF FLOWS:
*BTC: +$559M
*ETH: -$45.5M
US BTC spot ETF Options:
*Total OI Call/Put Ratio(Nominal): 2.16
*Total OI Call/Put Ratio(Delta): 4.65
Macro:
*U.S. tariffs on Canada, Mexico and China will kick in from Tuesday. Trump says he will speak to Mexico and Canada's leaders on Monday and China also sees room to negotiate. (so negotiations will start) (will Trump back down with offers? If yes, on what conditions markets will be watching)
*Tariffs: Market will be watching for any announcements by Trump on tariffs and the broader fallout after Trump’s tariff war. Canada, Mexico vowed to hit back at US levies with tit-for-tat measures, while China vowed “corresponding countermeasures,” without announcing any new tariffs. Tariffs will affect trade worth ~$1.3T, representing ~5% of US GDP. Tariff impacts in Trump's first term suggest this could knock 1.2% off GDP and add ~0.7% to core PCE. JPM & Morgan Stanley said that sustained 25% US tariffs will throw Mexico & Canada into recession.
*China’s Financial Markets will re-open after the lunar new year holiday on 5
*US NFP & Unemployment Rate on 7
*Fed Speakers Whole week
ICYMI Trump:
*Trump: Holding the rates at this point was the right thing to do (surprising news)
*Trump: Pain from tariffs will be worth the price
*Trump: we'll be doing something very substantial on tariffs with European Union. Trump said he will “definitely” place new tariffs on the EU.
Earnings:
*Google, AMD on 4
*MicroStrategy, ARM on 5
*Amazon on 6
Crypto:.
*Bybit CEO said liquidations underreported, estimates $8-10B Total Liquidations in the last 24hrs. (Other exchanges might release more data during week)
Interesting:
What a start to the year for markets ...
This week, Tariffs
Last week, DeepSeek
Two weeks ago, Inauguration
Three weeks ago, LA wildfires
Post will be refreshed w/ new info and Graphics/Articles are in the group⬎
TRUMP SAYS HE WILL IMPOSE TARIFFS ON THE EUROPEAN UNION
TRUMP: WE'LL BE DOING SOMETHING VERY SUBSTANTIAL ON TARIFFS WITH EUROPEAN UNION