The Fed May Be Stepping In And Crypto Could Feel It, A major macro shift may be brewing under the radar. Signs are emerging that the U.S. Federal Reserve could intervene in FX markets by selling dollars and buying Japanese yen an event so rare it hasn’t happened in this century. Recent rate checks by the New York Fed are a classic early signal that direct intervention is being considered.
Why this is a big deal: Japan is under serious strain. The yen has been sliding for years, bond yields are sitting at multi-decade highs, and the Bank of Japan is stuck in a tight spot. Japan already tried acting alone in 2022 and 2024 it didn’t work. History suggests stabilization only comes when the U.S. joins in.
We’ve seen coordinated action change everything before: 1985 Plaza Accord: Dollar fell ~50%, commodities and global assets surged 1998 Asian Financial Crisis: Yen only stabilized after U.S. participation If the Fed steps in, the dominoes could fall fast: Dollars are sold → the dollar weakens Liquidity improves globally → risk assets reprice higher Crypto isn’t a straight line, though. A stronger yen could unwind yen carry trades, causing short-term risk-off selling similar to August 2024, when BTC dropped from $64K to $49K in days.
Zoom out, and the picture changes. Sustained dollar weakness has historically been bullish fuel for Bitcoin. BTC tends to move inversely to the dollar and shows a strong positive correlation with the yen yet it still looks underpriced relative to global currency debasement.
If intervention happens, this could shape one of the most important macro setups of 2026. Markets may look calm but that calm might not last. 👀
I’ve been in crypto long enough to roll my eyes when a project claims it’s “connecting TradFi and DeFi.” Nine times out of ten, that just translates to fancy language with no real users behind it. That’s why I didn’t jump into $DUSK when I first heard about it. I kept my distance and observed.
Over time, one thing stood out: Dusk isn’t built for retail hype cycles. It seems intentionally designed for a narrow audience institutions, regulated players, and anyone who actually cares about compliance and privacy. At first, that positioning felt awkward. Crypto usually goes all-in on either anonymity or radical transparency. Dusk sits uncomfortably in between.
But that middle ground is the point. They’re not aiming for chaos or full exposure they’re aiming for selective privacy. The kind traditional finance would need before it ever seriously interacts with DeFi. Tokenized RWAs, compliant DeFi rails, privacy with auditability when required that’s clearly the niche they’re targeting.
I’m still cautious. Success here depends on regulators cooperating, institutions committing, and builders choosing the stack. That’s slow, messy, and out of Dusk’s direct control. Strong tech alone doesn’t guarantee traction.
Still, $DUSK feels unusually patient. And in crypto, that stands out. I’m not fully convinced but I haven’t stopped paying attention.
⚠️ THE 2022 BEAR MARKET SIGNAL IS BACK $NOM CryptoQuant data shows $BTC investors are realizing losses again the first time since Oct 2023. $ZKC 1️⃣ Since December, holders have locked in 69K BTC in losses, totaling $6.1B. 2️⃣ Realized profits topped in Jan 2024, made lower highs in December, faded through 2025, and have now turned negative. This mirrors the 2021 → 2022 bull-to-bear shift:
Profits peaked in Jan 2021 Lower highs through 2021 Losses emerged before the 2022 bear market
3️⃣ Net realized profits have fallen to 2.5M BTC, the lowest since March 2024 nearly identical to March 2022, when the bear market was already unfolding.
🇺🇸 Trump’s first 24 days of 2026 look like this: Maduro taken into custody
Cuba put on notice Colombia warned Credit card giants targeted Institutional home buyers confronted Russian vessels seized Mexico threatened Greenland annexation floated Iran intervention pushed Probe opened into Jerome Powell
100% tariffs proposed on BRICS nations Canada hit with 25% tariff threats Powell publicly insulted 10% tariffs slapped on the EU JPMorgan & Jamie Dimon sued over political debanking
Canada later warned with 100% tariffs And remember on January 1st, Trump said his New Year’s resolution was “Peace on Earth.”
Plasma (XPL) isn’t trying to be everything it’s trying to be useful.
As stablecoins dominate payments, remittances, and on-chain settlement, most blockchains still treat them like an afterthought. Plasma flips that model. Built from the ground up for stablecoin flows, it delivers fast finality, zero-fee USDT transfers, and native bridges to Ethereum and Bitcoin. This isn’t another general L1 it’s payment infrastructure designed for scale.
🇺🇸 RARE U.S. POLITICAL CONSENSUS AND WASHINGTON IS SILENT $SENT $FRAX $SCRT
New polling shows overwhelming agreement on one issue across the entire political spectrum: prove citizenship to vote. The numbers are striking: • 62% of very liberal voters support it • 77% of moderates agree • 88% of conservatives back it • 90% of very conservative voters are on board That level of alignment is almost unheard of in modern U.S. politics. This policy polls better than most legislation Congress actually passes. And yet — nothing moves. Despite broad bipartisan approval, the SAVE Act remains stalled in the Senate. At this point, the debate isn’t ideological. It’s institutional. When support runs from the far left to the far right, the question isn’t whether voters want it.
The real question is: why lawmakers keep ignoring one of the clearest mandates the public has delivered.
Trump claims nearly $20 TRILLION flowed into the U.S. economy in a single year on his watch.
No breakdown. Just scale. $PIPPIN $HANA $RIVER Supporters call it elite deal-making. Critics ask for receipts. But the real argument isn’t about money wires. It’s about confidence as capital: • Foreign investment pledges • Trade and energy mega-projects • Corporate expansion bets • Stock market value creation • Businesses pricing in lower taxes and lighter rules So what was it really? Actual inflows? Forward commitments? Or paper gains fueled by optimism? That line is being fought over right now. One thing isn’t debated: Trump moves sentiment fast and forcefully. And in every market, crypto included, sentiment always moves before the money.
🇺🇸 U.S. MACRO DAY MARKETS ON EDGE Today’s data drop hits all three pillars at once: growth, labor, and inflation.
⏰ 08:30 AM ET • U.S. GDP (Q3) growth momentum or recession warning • Initial Jobless Claims labor strength vs. early cracks ⏰ 10:00 AM ET • Core PCE Inflation the Fed’s top inflation signal and a rate-path driver This isn’t routine data. It’s a policy-shaping combo. Any surprise here can: → Shift rate-cut timing → Move Treasury yields fast → Reprice the dollar → Inject volatility into stocks, crypto, and risk assets Markets won’t wait for confirmation they’ll react immediately. Eyes on yields. Eyes on the dollar.
Price is hovering near 0.202, and the chart looks ugly on first contact. A sharp sell-off just ripped through the structure, and fear-driven exits are obvious. This isn’t slow distribution it’s emotion. You can see it in the speed of the candles. But these are the zones where the market reveals intent. Despite the dump, price is approaching key demand areas.
The first real test sits around 0.195. If buyers can’t defend that, the next meaningful buffer lies near 0.180 a level where selling pressure historically starts to thin and reactions become possible. Upside won’t come easy.
Any recovery faces friction at 0.225, then heavier resistance around 0.245. Both zones previously pushed price back hard, meaning strength not hope is required to reclaim them.
If buyers step in with real volume, a relief push toward 0.260 is on the table. Extension toward 0.300 only becomes valid if momentum flips decisively and volume confirms. Without that, bounces are just exits in disguise.
This is a decision zone, not a comfort zone. Chasing here is dangerous. Waiting is strategic.
Let support prove itself. Let the panic cool. Let volume speak.
$DUSK isn’t dead but it’s not calm either. Handle with precision.
Global players are unloading U.S. Treasuries at levels we haven’t seen in years. 🇪🇺 Europe: −$150.2B (largest dump since 2008) 🇨🇳 China: −$105.8B (largest since 2008) 🇮🇳 India: −$56.2B (largest since 2013) This isn’t coincidence. It’s a shift. Why this matters more than people think: U.S. Treasuries are the backbone of global liquidity. When they’re sold aggressively: → Bond prices slide → Yields spike → Capital becomes expensive → Liquidity tightens → Risk assets suffocate This is collateral stress, not background noise. And collateral always breaks in order: 1️⃣ Bonds 2️⃣ Equities 3️⃣ Crypto — fast and brutal History doesn’t whisper here. It screams. ⚠️ Leverage is dangerous in this environment.
🌪️ Track Treasury yields that’s where every financial storm begins.
Thailand’s SEC is laying the groundwork for a major digital asset expansion. Deputy Secretary-General Jomkwan Kongsakul confirmed that regulators are preparing new rules to formally integrate crypto into the country’s financial system.
What’s coming: 📌 Crypto ETF guidelines expected early this year 📌 Crypto futures trading to be developed on TFEX, supported by market maker mechanisms 📌 Digital assets to be recognized as an official asset class under the Derivatives Act 📌 Support for tokenized investment products This isn’t experimentation it’s institutionalization.
Thailand is shifting crypto from the edges of regulation into mainstream market infrastructure. Asia isn’t waiting for permission. It’s building first. 💹