Newsletter

The week ahead: US CPI inflation

Key takeaways

  • Bitcoin: $75,696 (−2.2% on the week)
  • Ethereum: $2,234 (−0.8% on the week)
  • Solana: $89.09 (−5.6% on the week)
  • S&P 500: 7,354 (−4.7% on the week)
  • US 10-year yield: 4.84% (−14 bps on the week)

Next week's catalysts

Tue, Nov 10 · 10:30 AR / 08:30 ET · US CPI inflation (consensus core m/m 0.2%)
My read: (one line on what to expect and why it matters for crypto)

Fri, Nov 13 · 10:30 AR / 08:30 ET · US producer prices (PPI) (consensus m/m 0.4% · core m/m 0.3%)
My read: (one line on what to expect and why it matters for crypto)

Also on the calendar:

  • Mon, Nov 9 · 09:00 AR / 07:00 ET · Movement (MOVE) token unlock: 164.6M MOVE, $1M (3.5% of circulating supply)
  • Mon, Nov 9 · 10:40 AR / 08:40 ET · Fed's Bowman speaks
  • Mon, Nov 9 · 12:00 AR / 10:00 ET · Fed's Goolsbee speaks
  • Mon, Nov 9 · 14:15 AR / 12:15 ET · Fed's Barkin speaks
  • Mon, Nov 9 · 18:05 AR / 16:05 ET · MARA Holdings (MARA) quarterly results, after the close (consensus EPS -$0.04)
  • Tue, Nov 10 · 06:00 AR / 04:00 ET · Fed's Waller speaks
  • Tue, Nov 10 · 12:50 AR / 10:50 ET · Fed's Logan speaks
  • Tue, Nov 10 · 15:30 AR / 13:30 ET · Fed's Schmid speaks
  • Tue, Nov 10 · 17:30 AR / 15:30 ET · Fed's Bowman speaks
  • Tue, Nov 10 · 20:30 AR / 18:30 ET · Fed's Paulson speaks
  • Wed, Nov 11 · 09:00 AR / 07:00 ET · Pump.fun (PUMP) token unlock: 6.9B PUMP, $26.9M (1.5% of circulating supply)
  • Thu, Nov 12 · 10:30 AR / 08:30 ET · US initial jobless claims (consensus 194K)
  • Thu, Nov 12 · 11:00 AR / 09:00 ET · Fed's Hammack speaks
  • Thu, Nov 12 · 12:00 AR / 10:00 ET · Fed's Barr speaks
  • Thu, Nov 12 · 13:30 AR / 11:30 ET · Fed's Goolsbee speaks
  • Thu, Nov 12 · 15:10 AR / 13:10 ET · Fed's Daly speaks
  • Thu, Nov 12 · 15:30 AR / 13:30 ET · Fed's Schmid speaks
  • Thu, Nov 12 · 20:30 AR / 18:30 ET · Fed's Williams speaks
  • Fri, Nov 13 · 05:00 AR / 03:00 ET · Bitcoin weekly options expiry on Deribit ($2.5B open interest, max pain $78,000, put/call 0.68)
  • Fri, Nov 13 · 05:00 AR / 03:00 ET · Ether weekly options expiry on Deribit ($283.1M open interest, max pain $2,250, put/call 2.15)
  • Fri, Nov 13 · 07:13 AR / 05:13 ET · Bitcoin mining difficulty adjustment (estimated -4.2%)
  • Fri, Nov 13 · 09:00 AR / 07:00 ET · Sei (SEI) token unlock: 119.9M SEI, $5.4M (1.8% of circulating supply)
  • Fri, Nov 13 · 11:10 AR / 09:10 ET · Fed's Collins speaks
  • Fri, Nov 13 · 12:50 AR / 10:50 ET · Fed's Bowman speaks
  • Fri, Nov 13 · 14:00 AR / 12:00 ET · Fed's Daly speaks
  • Fri, Nov 13 · 21:00 AR / 19:00 ET · Fed's Jefferson speaks
  • Sun, Nov 15 · 09:00 AR / 07:00 ET · Arbitrum (ARB) token unlock: 92.6M ARB, $15.7M (1.3% of circulating supply)

Full calendar, which you can also add to your own calendar from that page.

Educational and informational content only. I am not a licensed financial advisor and nothing here is investment advice. Do your own research before making any decision.