TradingEconomics reports gold near $4,300/oz, up ~6% on the month and over 60% year‑on‑year, as multiple Fed cuts, expectations of further easing, and safe‑haven demand drive ETF inflows and central-bank buying. Copper has also climbed to around $5.3/lb, near a 19‑week high on short covering and the longer‑term energy‑transition story, underscoring how capital is rotating toward real‑asset inflation hedges while crypto trades more like a high‑beta risk asset in the current risk‑off tape.
Showing posts with label Digital assets. Show all posts
Showing posts with label Digital assets. Show all posts
Macro backdrop: Fed cuts done for now, BOJ/ECB/BoE in focus
Despite the Fed’s third rate cut of 2025 and a softer dollar, crypto has failed to mount a sustained relief rally, suggesting the bullish impulse from easier policy is fading. News from Investing.com, Yahoo Finance and FXStreet stress that this week’s U.S. jobs and inflation prints plus the Bank of Japan’s widely expected hike—historically associated with BTC drawdowns—are keeping traders defensive across digital assets.
Digital asset treasuries and crypto-proxy stocks enter ‘Darwinian phase’
Yahoo Finance reports that bitcoin‑heavy corporates such as Strategy Inc. have been hit hard since October’s BTC crash, with mNAVs compressing toward 1x. This is forcing balance‑sheet hoarders to build cash reserves and could accelerate consolidation if BTC remains range‑bound.