Hashdex is out with its 2026 crypto investment outlook, and the vibe is pretty clear: stop treating crypto like a weird side-bet and start treating it like… an allocation. The firm’s CIO Samir Kerbage says “most investors” should be thinking in the 5–10% range, framing it as a pragmatic response to a messier macro regime…
Crypto markets lurched lower after the Federal Reserve delivered exactly what everyone said they wanted: the third straight 25bps cut to close out 2025. Santiment’s latest deep dive makes a simple, slightly uncomfortable point: retail treated it as a green light, whales treated it as exit liquidity. Bitcoin shortly rallied to $94,044, Ether surged to…
The prospect of a “Trump Fed takeover” is rapidly becoming a central macro theme for 2026, with some traders arguing that markets still underestimate how radical the shift could be for global liquidity – and by extension for crypto. Macro commentator plur daddy (@plur_daddy) describes it bluntly via X: “The Trump Fed takeover being underpriced…
Senators engaged in bipartisan discussions regarding the anticipated crypto market structure bill met on Tuesday amid ongoing disagreements about the timing of a committee vote on the legislation. According to a report from Politico, Sen. Cynthia Lummis, a key negotiator for the Republican side, expressed optimism that a new draft of the bill could be…
Crypto markets head into this week’s Federal Reserve meeting focused less on rate cut and more on whether Jerome Powell quietly declares the start of quantitative easing (QE). The key question on Wednesday for macro-sensitive traders is whether the Fed shifts into a bill-heavy “reserve management” regime that starts rebuilding dollar liquidity, even if it…
Moonrock Capital founder Simon Dedic says the crypto industry is nearing a decisive transition from an early-adopter niche to a mainstream market, assigning a 75% probability that the sector will “finish crossing the chasm and enter the early-majority phase next year.” Is The Crypto Market Crossing The Chasm? Dedic frames his outlook using the classic…
Galaxy Digital CEO Mike Novogratz says the October 10th crash in crypto was far more than a routine shakeout, claiming that roughly a third of market makers in parts of the ecosystem were effectively wiped out. “We had a flash crash and it did a lot of damage to the fabric of the market,” Novogratz…
Kevin Hassett, head of the White House National Economic Council, has suddenly become the market’s base case for the next Fed chair – and crypto investors are already gaming out what a “Hassett Fed” would mean. According to Bloomberg-sourced reporting, Hassett has “emerged as the frontrunner” for President Donald Trump’s choice to lead the Federal…
Crypto markets are confronting a fast-moving repricing of US monetary policy expectations, and macro trader Alex Krüger argues that even after last week’s sharp dovish turn, futures curves still fail to discount what a Trump-aligned Federal Reserve leadership could look like. Fed Cut Mispricing Sets Up Crypto Repricing Event In a post on X, Krüger…
Glassnode co-founders Jan Happel and Yann Allemann, who publish under the @Negentropic handle on X, argue that the current crypto crash is being driven not by a broad narrative turn, but by a single, systematic source of sell pressure whose footprint is most visible in Bitcoin and is spilling into the wider complex. Their core…