Strategy’s sharp stock plunge, renewed forced-sale fears, and Michael Saylor’s largest Bitcoin purchase in months collided this week to test market conviction and reshape the narrative around levered corporate Bitcoin holdings.

Markets are entering a critical stretch defined by missing economic data, rising rate-cut expectations, and a looming structural decision that could reshape corporate Bitcoin demand.

Markets are entering a new phase where the AI melt-up is fading, liquidity is tightening, and crypto is showing how deeply it’s tied to the tech cycle.

Markets entered November cautious as the Federal Reserve’s tone signaled a slower path to easing, strengthening the dollar and prompting a pullback across risk assets, with crypto feeling the impact most directly.

Crypto enters the week balancing optimism and uncertainty. The Federal Reserve is poised to deliver another rate cut, the Trump–Xi meeting looms large, and the U.S. government shutdown is deepening.

Markets are heading into the week laser-focused on the Federal Reserve, where a 25-basis-point rate cut appears certain, and investors are parsing what comes next.

Markets collapsed on Friday as tariffs and algorithms triggered a historic crypto crash. Where does this leave the crypto markets? 

Crypto enters the week watching Washington, where the threat of a government shutdown is colliding with markets already strained by tariffs, rate cuts, and fading confidence in policy.

After weeks of strength, crypto markets were jolted by one of their sharpest sell-offs of the year; a USD 150B shakeout that tested both sentiment and structure.

Last week, crypto markets saw their heaviest ETF inflows since July, unfolding against a volatile backdrop of weak labor data, sticky inflation, and an imminent Fed rate cut.

Markets are caught between weak jobs data, dovish Fed expectations, and a wave of institutional bets on tokenized infrastructure that could redefine where capital flows next.

Jerome Powell’s Jackson Hole speech marked a turning point. He signaled that rate cuts are likely ahead, reshaping markets and setting the stage for crypto’s next move.

The surge of crypto IPOs in 2025, from Circle and Bullish to Galaxy, marks crypto’s Wall Street moment. What lies ahead for the space?

ETF flows and corporate treasuries are shaping a new phase of institutional crypto adoption, with Bitcoin holding steady, Ethereum accelerating, and Solana quietly building its base.

Last week’s July jobs report came in well below expectations, increasing rate cut probabilities, rattling markets, and prompting political fallout at the highest levels.

Tariff tensions are easing as major deals are struck, but the full economic and market impact is just beginning to unfold.

Altcoins are stirring back to life—and for the first time in months, momentum isn’t just with Bitcoin.

This week, U.S. lawmakers are shaping the future of crypto. But, the real test lies in whether the monetary system can support the momentum. 

Despite muted price movement, Ethereum is entering a pivotal phase of growth. It has been advancing its fundamentals, deepening institutional adoption, and strengthening its technical foundation.

Institutional doors are finally swinging open for Solana, and last week showed just how fast that hinge can move. What all is taking place, and what milestones still lie ahead?