Today, crypto markets are stuck in an awkward pause with so much fud-toned news. Bitcoin USD price is holding its breath, the gold chart keeps running, and each one of us is glued to the incoming FOMC news. With the dollar losing altitude, risk assets are recalibrating. Under the surface, Polymarket bettors are assigning nearly a 76% probability to a US government shutdown by January 31. And legislative momentum around the US Crypto Clarity Act has slowed, keeping institutions cautious. Now, is there even ...

Precious Metals - Spot silver prices are currently trading around $48.58 per ounce, marking the highest level since 2011, driven by safe-haven flows, industrial demand, and persistent supply deficits [2] - Earlier fluctuations saw silver prices dip to $47.71 per ounce, but the overall trend indicates strong buying activity [2] Automotive Sector - Toyota Motor Corporation is recalling approximately 394,000 vehicles in the U.S., including 2022-2025 Tundra and Tundra Hybrid models, due to faulty software affecting the multimedia display [3] - The recall is initiated to address issues that could obstruct the rearview camera view while reversing, increasing crash risk [3] - Customer notifications for the recall are expected to begin in late November 2025 [3] Geopolitical Developments - U.S. President Donald Trump has indicated a tentative decision regarding the supply of Tomahawk missiles to Ukraine, emphasizing the need to understand their intended use to avoid escalating the conflict [4] - Ukrainian President Volodymyr Zelenskyy has requested these missiles to enhance Ukraine's strike capabilities against Russian targets [4] - Russian President Vladimir Putin has warned that supplying these missiles could harm U.S.-Russia relations [4] Energy Markets - OPEC+ has decided not to consider a stronger increase in oil production at its recent meeting, with an agreement to raise output by 137,000 barrels per day for October and a similar increase planned for November [6][7] - Russian Deputy Prime Minister Alexander Novak confirmed that the oil market is currently balanced and that OPEC+ members are compliant with existing commitments [6][7] Economic Indicators - Switzerland's foreign currency reserves increased to 726.74 billion Swiss Francs (CHF) in September 2025, up from 715.16 billion CHF in August [8] - The Swiss National Bank (SNB) has been actively purchasing foreign currencies, with interventions totaling approximately 5.1 billion CHF (around $6.4 billion USD) in the second quarter of 2025 [8]

Core Insights - Bitcoin is trading at $118,746, nearing the psychological milestone of $120,000, as investors anticipate a near-certain rate cut in October [2] - The CME FedWatch Tool indicates a 99% probability of an October rate cut, projecting a shift to the 3.75% to 4.00% range [2] Economic Indicators - The ADP National Employment Report revealed a loss of 32,000 private jobs in September, significantly below the expected gain of 51,000, marking the steepest decline since March 2023 [3] - August's payrolls were revised from a reported gain of 54,000 jobs to a decline of 3,000, indicating two consecutive months of contraction in US private-sector employment [4] Market Dynamics - ETF inflows into Bitcoin continue to support demand, although markets remain vulnerable if the Federal Reserve hesitates on monetary policy [5] - Concerns about a prolonged government shutdown could impact economic growth, with estimates suggesting GDP could shrink by up to 0.2% per week if closures persist [5] Liquidity and Safe-Haven Assets - Liquidity dynamics affecting gold and silver are also influencing Bitcoin, as highlighted by veteran analyst Ira Epstein [6]