Last week wasn't just volatile — it was a structural shift across every major market at once. Here's what actually moved:
Monday: Citadel flagged $9.6T in options expiring. Market cushion? Gone.
Tuesday: CLARITY Act died 49-50 in Senate. $BTC dumped below $77k, $200M liquidated in 12hrs. But Tillis flipped his vote to keep reconsideration alive — bill's not dead yet.
Wednesday: Fed RAISED rates to 3.75-4.00% for the first time since July 2023. Unanimous 12-0 vote. Dow tanked 500+ points. Powell's message: we're delivering price stability whether you like it or not.
Thursday: Two crypto bills cleared House committees — Strategic Bitcoin Reserve (locks 328k $BTC for 20 years) and tax certainty bill. SEC approved TOKENIZED STOCK TRADING on-chain under temp exemption. CFTC chair said they're writing their own crypto rules without waiting for Congress. Equities ripped $940B at open, erasing the entire Fed dump.
Friday: Bank of Japan hiked to 1.25% (31-year high) but yen weakened to 158 because Ueda won't accelerate. Nikkei closed +1.7%. $BTC back above $78k.
Weekend: Saudi Arabia officially exits mBridge (China's blockchain payment rail). Ukraine hit Moscow's main refinery with 1,600+ drones. 11% of French gas stations out of fuel, diesel near ATH. EU told 450M people to stockpile 72hrs of food, water, and cash.
Rates up. Liquidity tight. Geopolitics heating. Crypto regs moving fast. What's your play for this week?
Monday: Citadel flagged $9.6T in options expiring. Market cushion? Gone.
Tuesday: CLARITY Act died 49-50 in Senate. $BTC dumped below $77k, $200M liquidated in 12hrs. But Tillis flipped his vote to keep reconsideration alive — bill's not dead yet.
Wednesday: Fed RAISED rates to 3.75-4.00% for the first time since July 2023. Unanimous 12-0 vote. Dow tanked 500+ points. Powell's message: we're delivering price stability whether you like it or not.
Thursday: Two crypto bills cleared House committees — Strategic Bitcoin Reserve (locks 328k $BTC for 20 years) and tax certainty bill. SEC approved TOKENIZED STOCK TRADING on-chain under temp exemption. CFTC chair said they're writing their own crypto rules without waiting for Congress. Equities ripped $940B at open, erasing the entire Fed dump.
Friday: Bank of Japan hiked to 1.25% (31-year high) but yen weakened to 158 because Ueda won't accelerate. Nikkei closed +1.7%. $BTC back above $78k.
Weekend: Saudi Arabia officially exits mBridge (China's blockchain payment rail). Ukraine hit Moscow's main refinery with 1,600+ drones. 11% of French gas stations out of fuel, diesel near ATH. EU told 450M people to stockpile 72hrs of food, water, and cash.
Rates up. Liquidity tight. Geopolitics heating. Crypto regs moving fast. What's your play for this week?
