CRYPTO AGENDA | 05–09 OCT
A decisive week for interest rates. After a weak Payrolls report and lower-than-expected PCE, the market is focused on activity, employment, and signals from the Fed.
MON | 05/10
10:45 - Services PMI
11:00 - ISM Services
The most important activity reading of the week. Weaker services = yields ease and risk gets room to breathe.
TUE | 06/10
09:30 - U.S. Trade Balance
Fed officials' remarks
Fine-tuning bets ahead of the October meeting.
WED | 07/10 - EVENT OF THE WEEK
15:00 - FOMC MINUTES
Will show how concerned the Fed is about inflation versus employment, and whether it still has room to raise rates.
THU | 08/10
09:30 - Jobless Claims
11:00 - Consumer Sentiment (Michigan)
Employment is at the center of the action. Rising claims reinforce the slowdown and support Treasuries.
FRI | 09/10
11:00 - Factory Orders
Remarks from Fed members
The close will consolidate the read on economic activity and interest rates.
CRYPTO ON THE RADAR
CLARITY Act: stalled in the Senate in September. No vote is scheduled for this week, but negotiations could resume at any time.
SEC: on the radar is the new 10/01 proposal to create specific crypto custody rules for funds and advisers.
LP CRYPTO ANALYSIS
Everything hinges on ISM + FED MINUTES + EMPLOYMENT. The market is already scaling back bets on another rate hike in October. Weak data = yields fall, liquidity improves, and Bitcoin benefits.