Strateš¾ Update - Week 3 | Q1 | 2025
Shaky hands being shaked
The information and insights are based on my knowledge; donāt take it as financial advice.
News
The U.S. labor market showed unexpected strength in December 2024, adding 256,000 jobsāwell above the forecasted 160,000āwhile the unemployment rate fell to 4.1%, with notable gains in healthcare, retail, and government sectors, sparking speculation that the Federal Reserve may pause further interest rate cuts.
The US economy is doing better than expected, aka "there's still room for risk-on assets growth before recession" I expect: + Yield spread to drop (overheated); Risk-on assets to fly after dump; $ to gain some strength, on the news, then downward.
Fidelity Predicts Bitcoin Boom: sees governments buying Bitcoin next.
Kenya Legalizes Crypto: approves Bitcoin and crypto use.
Ripple Expands: partners with Chainlink, eyes $XRP ETF soon.
MicroStrategy Buys Big: adds 4000 Bitcoin, 450 $BTC/day are mined.
Cuban Picks Bitcoin: prefers Bitcoin over gold.
Czech Bank Considers Bitcoin: may add Bitcoin reserves.
Standard Chartered Adopts Crypto: to offer Bitcoin custody in Europe.
Ripple CEO Meets Trump.