美国2月标普全球服务业、制造业PMI初值均低于预期

Forget M2: Treasury T-Bill Issuance Emerges as Bitcoin’s Strongest Macro Signal

_Bitcoin closely tracks shifts in U.S. T-bill issuance, more than M2 or Fed balance sheet changes._ For years, crypto investors relied on M2 money supply and Federal Reserve balance sheet data to predict Bitcoin’s direction. Liquidity expansion often aligned with rallies, while tightening

富爸爸穷爸爸作者：已在 6.7 万美元价位买入比特币，美元或因债务危机受冲击

《富爸爸穷爸爸》作者罗伯特·清崎在X平台发文称，尽管加密市场下跌，他仍以6.7万美元购入1枚比特币，认为美元体系受债务问题冲击时将大规模印钞，而比特币的总量上限即将到达，使其优势超越黄金。

快訊》最高法院判決川普 1750 億美元對等關稅違法！白宮宣布有備案、比特幣插針6.8萬

美國最高法院以6比3裁定川普動用IEEPA徵收的關稅違法，影響高達1,750億美元。市場反應平淡，因為川普表示會尋找替代解決方案，雖然無法複製IEEPA的範圍。裁定引發關於退款和未來關稅政策的擔憂。市场情绪受多重因素影响，未能顯著反彈。

美国 12 月通胀高于预期，美股低开

ChainCatcher 消息，据 Gate 行情数据显示，美股开盘时，道琼斯工业平均指数跌 0.23%，标准普尔 500 指数跌 0.28%，纳斯达克综合指数跌 0.58%。科技股表现疲软，甲骨文跌 2.5%，英特尔跌 2.3%，AMD 跌 1.4%。纳斯达克中国金龙指数下跌 1.7%。

Global Market Collapse Next Week? Fed Liquidity Moves Raise Red Flags Across Stocks And Crypto

The global money market faces significant volatility, driven by systemic funding issues highlighted by a macro analyst. Recent liquidity injections from the U.S. and China, alongside shifts in the Federal Reserve's balance sheet, suggest underlying market stress, potentially foreshadowing a downturn in risk assets, including crypto.

Federal Reserve Paper Highlights Kalshi as Emerging Macro Forecast Tool

The paper "Kalshi and the Rise of Macro Markets" highlights the effectiveness of prediction markets in forecasting macroeconomic indicators like inflation and GDP, showing they can outperform traditional methods. It acknowledges regulatory scrutiny while affirming their growing relevance in economics and finance.