Newsletter #7: Risk-Off Ahead of Key Data, But Institutions Keep Buying BTC; CZ Highlights Prediction & AI & Oracles
1/ Macro:
🔹 Fed officials signal Dec rate cut to support weakening labor market
🔹 US job market near stall-speed as companies cut hires to fund AI investments
🔹 Markets pull back ahead of Nvidia earnings and delayed jobs report
🔹 Crypto sentiment in Extreme Fear (14/100), but institutions accumulate
🔹 Strategy bought 8,178 BTC (~$835M) despite market dip
2/ Last Week’s Hot Narratives (Top Gainers)
🔹 Privacy Coins: $DCR (+58%), $ZEC (+23%), $DASH (+19%)
🔹 Old L1 (Telcoin): $TEL (+106%)
3/ Narratives to Watch:
🔹 Prediction Markets x AI x Oracles
CZ calls for more oracle projects to support prediction markets & AI agents. BNB Chain launching (relaunch from Blast)
🔹Key tokens: please read the full newsletter to get the full list of potential Oracles & Prediction & AI tokens
👉 Read full newsletter at:

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