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Ms Puiyi
Ms Puiyi
Morning crypto squad, let's dive into today's market movers. The chatter is heating up around a few key narratives that could shape the week ahead. First up, all eyes on the FOMC. The big question is whether rate cuts are truly delayed until 2027. If this narrative gains traction, we could see risk assets, including crypto, face some headwinds. Stay sharp on this one. Meanwhile, two major institutions are quietly stacking ETH. This isn't just accumulation, it could signal the start of a new institutional valuation cycle for Ethereum. When the big players start loading up, the market listens. In macro news, SpaceX has officially overtaken Microsoft in market cap, becoming the fourth most valuable company globally. This is a massive signal for the broader tech and innovation narrative, which often spills over into crypto sentiment. And on the geopolitical front, the full text of the US-Iran agreement is expected soon. Crude oil already dipped 7% on the news, which could ease inflation fears and potentially shift liquidity back into risk-on assets. Stay informed, stay nimble. The pieces are moving.

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