Pause For Thought

Bitcoin has enjoyed a steady week, helped along by some favourable data prints that markets were only too happy to see. Cooler inflation and a limp jobs report have both raised the odds that the Fed will sit on its hands at the end of the month. Today's forward guidance looks at what a pause would mean for crypto and where the next test will be.

Away from the macro, the talk of the town is tokenised real-world assets, with Wall Street giants and crypto natives alike rushing to get involved and regulators waving them merrily on through. However, a look at what's happening onchain paints a rather less flattering picture: plenty of these assets are being issued, but precious few are being put to work. We dig into why that is and what has to change. Full story below.

✈️ Flight Mode ✈️

The world's rich are on the move. They aren't making much noise about it, but fortunes that have sat in the same financial capitals for generations are being packed up and shipped off to places that are rather more pleased to see them.

But upping sticks is only half the battle, because their money has to make the journey too - and the system it travels through can be switched off at the drop of an unfriendly politician’s hat. So, in today's video, we break down where all this wealth is heading, what's driving it out of its old haunts, and the financial rails competing to carry it across borders - including the one option that doesn't need anyone's permission. Just remember though, wealth is only really yours if you can take it with you.