Market Trends & Institutional Adoption - JP Morgan Chase plans to permit institutional clients to use Bitcoin and Ethereum holdings as collateral for loans, signaling a broader Wall Street push into crypto [1] - Standard Chartered estimates tokenized real-world assets will grow from $34 billion to $300 billion over the next 12 months, primarily on Ethereum due to its trustworthiness [1] - Fidelity, with $58 trillion in assets under management, is making Solana accessible for all US brokerage customers, offering spot Solana trading and custody [22][23] Ethereum vs Bitcoin - Ethereum treasury entities now own 4% of total ETH supply, overtaking Bitcoin at 36% [2] - The narrative of Ethereum as an investable asset is changing, especially with lower inflation than Bitcoin and potential staking rewards [2][3] - There is speculation that Ethereum could "flip" Bitcoin, similar to how Wall Street and equities flipped gold, driven by the movement of assets onto the blockchain [5][7][8] Bitcoin Forecast - Michael Sailor forecasts a bull case for Bitcoin reaching $49 million by 2045 [18] - Sailor's base case for Bitcoin is $13 million a coin in 2045, with a bare case of $3 million [19] - The general sentiment is that Bitcoin is here to stay, with increasing certainty about its long-term viability [16][17][18] Prediction Markets & Poly Market - Prediction markets, like Poly Market, are often more accurate than traditional news sources [10] - Poly Market is launching its own native token with a potential airdrop for users [13][14] - Poly Market is expanding into stocks, launching up/down equity markets, and partnering with MetaMask [12][13] Solana's Potential - Solana aims to be the fastest transaction and execution layer, potentially faster than NASDAQ, Visa, and Mastercard, with a million transactions per second [1][23][24] - Solana is expected to evolve into a global supercomputer with permissionless access [1][24]

Group 1 - The recent Consumer Price Index (CPI) report has reduced uncertainty regarding the Federal Reserve's upcoming meetings, particularly the one in December, indicating a potential shift in the path of interest rate cuts [2][3] - The argument for maintaining a hawkish stance has weakened, as there may not be sufficient data before the December meeting to support aggressive rate hikes [3] - The inflation rate is currently at 3%, which is lower than earlier fears of 4%, suggesting that the economic outlook may not be as dire as previously thought [4][5] Group 2 - Concerns about the Federal Reserve creating a stock market bubble through continued rate cuts are not seen as a significant worry at this time [6] - The housing finance market is not exhibiting easy financial conditions, indicating mixed signals across different economic sectors [7] - There is a rising trend in delinquencies for subprime auto loans and FHA loans, highlighting vulnerabilities in certain segments of the economy [7] Group 3 - A 50 basis point rate cut is not currently being considered, as inflation remains at 3%, and significant labor market deterioration would be required to prompt such a move [9][10] - The upcoming October payroll numbers may be affected by previous economic conditions and the government shutdown, complicating the labor market data [10]

Core Insights - The recent inflation reading stands at 3%, indicating moderate price growth, which is above the Federal Reserve's long-term target of 2% but significantly lower than the elevated rates observed in 2022 and early 2023 [1] Inflation Analysis - Current inflation rate of 3% reflects a shift from the higher rates experienced previously, suggesting a potential stabilization in the economy [1] - The inflation rate is still above the Federal Reserve's target, indicating ongoing monitoring and potential policy implications [1]

Very big week looming. Let's show you what's going on. Uh we have the busiest week of earning season coming up.You know about the mega caps. Five of the seven are reporting. Jensen Wong gives a keynote on Tuesday.The Fed decision is on Wednesday. The meeting between the presidents, she and uh President Trump, of course, on Thursday. So, we got a lot to look forward to.Weiss. I think it's interesting that this market looks at CPI cooler. It's convinced the Fed's going to be engaged and highly so.Uh it has a ...

JUST IN: 🇺🇸 Odds for 3 rate cuts in 2025 hit an all-time high 👀 ...

Core Insights - The recent Consumer Price Index (CPI) data indicates a 0.3% increase in September, following a 0.4% rise in August, with a year-over-year increase of 3.0% compared to 2.9% in August, suggesting inflation remains manageable [3][10] - The Federal Reserve is expected to cut rates next week, with market expectations indicating at least two more cuts by March, as the current inflation data provides them with more flexibility [1][5][12] - The impact of tariffs on consumer goods prices is becoming more evident, particularly in categories like apparel, which may continue to rise through the end of the year [1][6] Economic Context - The CPI report was delayed due to a government shutdown but was released to assist in calculating cost-of-living adjustments for Social Security recipients [2] - Despite some underlying inflation pressures, the report's softness is attributed to noisy rent components, indicating that disinflation may not be significant moving forward [2][4] - The bond market reacted positively to the CPI data, suggesting that the market is supportive of potential rate cuts, which could enhance liquidity [4][5] Market Reactions - Initial market reactions to the CPI data were favorable, with a relief noted in futures markets, bonds, and commodities, indicating that investors are optimistic about the Fed's potential rate cuts [4][5][12] - The dollar experienced a temporary decline following the CPI report, but expectations of Fed rate cuts are likely to stabilize the dollar in the long run [8][9] - The market is currently pricing in an 88% probability of two additional rate cuts this year, reflecting strong investor sentiment towards the Fed's accommodative stance [12]

CPI came out pretty good today, which is a bullish signal for where we go from here on out!it's all but guaranteed that we get additional rate cuts next weekthere's also a high possibility that the FED ends QT next week- Nasdaq futures just hit a new ATH on the back of the CPI data release- S&P 500 futures just hit a new ATH- Russell 2000 futures are up 1.4% and about to make a new ATHall of the above, plus Q4’s favorable seasonality, especially the month of November, points to brighter days aheadthe stars ...

JUST IN: 🇺🇸 Traders add to bets on two more rate cuts this year ...

Core Insights - Intel is undergoing a significant turnaround under new CEO Lip-Bu Tan, focusing on artificial intelligence computing and supported by government and private investments [1][2] Financial Performance - Intel reported Q3 2025 revenue of $13.7 billion, a 3% increase year-over-year, and non-GAAP earnings per share of $0.23, exceeding analyst expectations [3] - The company guided Q4 2025 revenue between $12.8 billion and $13.8 billion, aligning with consensus estimates [3] Major Investments - Intel secured $8.9 billion in funding from the U.S. government by transferring 9.9% of its stock, raising concerns about state intervention in private industry [4] - Nvidia agreed to invest $5 billion in Intel, leading to a partnership for producing a new generation of chips that leverage both companies' technologies [5] Strategic Focus - Intel is prioritizing debt reduction, having eliminated $4.3 billion of debt in the latest quarter, and plans to maintain disciplined capital expenditures [7] - The company is also restructuring, with plans to cut approximately 21,000 to 25,000 positions (15%-25% of its core workforce) while continuing to hire in strategic growth areas like AI [9] Industry Implications - Intel's recovery is deemed crucial not only for its stakeholders but also for national security, highlighting its importance in the broader tech ecosystem [10]

🇺🇸 US CPI will be released tomorrow at 8:30am ET.The market expectations are at 3.1%, while last month's CPI was at 2.9%.Here are different scenarios:1⃣ CPI > 3.1%This will be bearish for markets.This is because it'll mark the highest CPI print since June 2024.2⃣ CPI = 3.1%This will be in line with the expectations but still somewhat bearish.This is because it'll show a 0.2% MoM CPI increase, which is 2.4% annualized CPI.And the Fed target inflation is 2%, which means Powell could become a bit hawkish.3⃣ CP ...