The Macro Pivot
Inflation Cools:US CPI rose 2.4% (vs. 2.5% exp), the lowest since May 2025.
Bears Wrecked: The surprise sparked a $365M+ short squeeze, propelling BTC above $66k.
Fed Outlook: Markets now expect an 83% probability of a rate cut by June.
Institutional DeFi
BlackRock x Uniswap: The financial giant listed its $2.4B BUIDL fund on UniswapX and made a strategic purchase of UNI tokens.
Implications: TradFi is shifting from passive ETFs to active on-chain integration.
Exchange Updates
Binance: The SAFU Fund has been successfully converted. It now holds 15,000 BTC (approx. $1B), solidifying user security with the hardest asset.
Coinbase: Despite a $667M Q4 net loss, the company is shifting to make stablecoins the primary currency for AI Agents.
Bybit: Introduced direct AED trading pairs, making it simpler for UAE investors to join.
Global Adoption & Regulation
🇧🇷 Brazil: A new bill is proposed to create a 1 Million BTC Sovereign Reserve to secure the national economy.
🇺🇸 Regulation: Treasury Sec. Scott Bessent cautioned that industry bickering over the CLARITY Act could lead to "sabotaging" the bill altogether.
Disclaimer: This content is for informational purposes only and does not constitute financial advice.
