KSV Crypto, Macro & Global Assets by Rectangle One

🚀 Masterclass Update The current market rewards patience and disciplined research. Although some of our shortlisted projects have already shown encouraging performance, we're taking a few extra days to validate the remaining opportunities before sharing our recommendations. The Hidden Gems Masterclass will now be held on Thursday, 30th July at 9:00 PM IST | 4:30 PM BST | 11:30 AM ET. "Research comes first. Recommendations come second."

Please DM for registration 📊

🎊 Congratulations SPAIN 🇪🇸 👏

Photo from mk

Headline CPI fell 0.4% month-over-month, the largest one-month decline since April 2020, dragging the annual rate down to 3.5% from 4.2% in May. Consensus was looking for roughly 3.8%. Prior to the latest CPI data release, markets were pricing meaningful odds of a July or September Fed hike (!). After the release, the CME FedWatch tool showed roughly an 86% probability the Fed holds rates steady, and the odds of a September hike were cut sharply. Lower rate-hike risk = weaker dollar = liquidity back into risk assets. Crypto is at the far end of that pipe.

An AI bubble in the making???

🔈This is not my account. Please do not engage with it, and kindly report and block it if you receive any requests.

Photo from Dr Munish Batra

🇩🇪 GERMANY'S LOCAL BANKS ARE BRINGING CRYPTO TO THE MASSES Germany's Sparkassen, a 248-year-old network of savings banks, are rolling out crypto trading for MILLIONS of retail customers, per Bloomberg. Some already offer Bitcoin, Ethereum, Litecoin and Cardano, with the savings banks following later this year. Just four years ago, the SAME banks called crypto an "incalculable risk" and refused to offer it.

Guo Wengui: Chinese tycoon sentenced to 30 years in US jail - BBC News https://www.bbc.co.uk/news/articles/cjeg15vw3z9o