[SMART MONEY] News that shows why REAL YIELD matters 👇 "Week Ahead for FX, Bonds: U.S. Inflation, PMI Data in Focus as Shutdown Continues" - @MorningstarInc Markets are about to get their first major read on inflation since the shutdown froze key reports. Here's what ahead . . . → Wed, Oct 22: MBA Mortgage Applications - 8:30am EST → Thurs, Oct 23: Initial Jobless Claims - 8:30am EST → Fri, Oct 23: Existing Home Sales - 10am EST → Fri, Oct 24: CPI (YoY & MoM) & CPI Ex Food & Energy (YoY & MoM) - 8:30am EST → Fri, Oct 24: S&P Global Services & Manufacturing PMI - 9:45am EST → Fri, Oct 24: U. of Michigan Sentiment & New Home Sales - 10am EST While rate cuts remain the core catalyst for risk, these numbers decide how fast liquidity returns. Investors still expect the Fed to cut 25bps in October and again in December, but that’s only if inflation shows signs of cooling. For crypto, this matters more than ever . . . When rates fall, risk flows into BTC, ETH, and REAL YIELD strategies that convert macro easing into on-chain capital. Ethereum sits at the center of that shift. Stablecoin rails and tokenized treasuries are now functioning like a parallel money market. Every macro print now ripples straight through DeFi. So while TradFi eyes the data for hints of slowdown . . . SMART MONEY is preparing for what comes next, when clarity hits, liquidity flows, and on-chain rails become the cleanest way to express conviction. Source in 🧵