Housing data gives the Fed a reason to pause this month. September inflation keeps a December hike firmly on the table.
Citywire
Hot US inflation print pushes digital assets into a rate-driven range
Advisers face a market where the Fed path, not crypto fundamentals, is setting direction over the coming weeks.
A blockchain allocation that still fits inside an ISA
Crypto ETNs left the mainstream ISA in April. Listed blockchain companies did not, and their earnings case does not rest on where bitcoin trades next quarter.
Why flows paused: uncertainty, not weaker fundamentals
Inflows ran to US$11.1B from mid-July before stalling. The pause says more about three conflicting macro signals than about the case for digital assets.
The state of Hybrid Finance 2026
One year of Token Terminal data shows RWA deposits tripling to $7.4B and spot volumes up 220%, even as DeFi contracted. Tokenised assets are no longer just issued.
Digital assets in 2026: four questions worth having an answer to
Four things are happening in digital assets that intermediaries should be able to speak to, whatever view they end up taking on the asset class itself.
Hike odds fell, long yields hit a 24-year high
Bitcoin consolidated as near-term hike expectations collapsed and the US 10-year touched 5.3%. The two moves pull advisors in different directions.
Hawkish Fed and CLARITY delay push bitcoin’s breakout further out
Two headwinds now cap bitcoin’s upside into year-end, and the pressure falls hardest on altcoins rather than on bitcoin itself.
Prediction markets are booming. Here’s the problem with buying in
Prediction market volume has gone from $4.51bn to $48.9bn a month in under a year. But the two biggest platforms can’t be bought. Here’s what advisers can actually access.
Sticky CPI caps Bitcoin, but the Treasury is the bigger story
Core inflation ran firmer than expected, removing the catalyst the market wanted. The more consequential signal sits in the Treasury market.