Syz the moment

Now, the directive has shifted: Get USD off the books. The banks will respond. We aren't just talking about a policy change. We are talking about a fundamental shift in the global monetary order. Why does this matter? Liquidity is shifting: When the world's second-largest economy pivots away from the Dollar, the ripples hit every portfolio. Gold is the anchor: Central banks are returning to "real" assets as a hedge against geopolitical volatility. The Signal: When a superpower tells its financial institutions to de-risk from a specific currency, the "quiet part" is being said out loud. The world is de-dollarizing faster than most people realize. Source: Blomberg, Steno Research

Since Japanese rates started ripping higher last autumn, gold and BTC have moved in almost perfect opposition. Source. TME, LSEG

Source: TME

After a +20% consolidation from the May 2025 highs, price has done something technically very clean 👇 Swing support at 235.90 was tested at the end of January Clear liquidity sweep below that level, followed by a swift reaction Since then, positive momentum is building Volume expansion right at support → strong signal of institutional interest This kind of price–volume behavior often suggests absorption at key demand, rather than distribution. As long as price holds above the reclaimed support, the structure favors a base-building phase with upside potential. Source: Bloomberg

Here are the most popular stocks that report earnings this week February 9th - February 13th. Source: Earnings Hub

The Korean momentum kamikazes dumped bitcoin, dumped gold, dumped silver, dumped anything that did not have upward momentum and piled into Korean memory stocks at a record pace. Source: BofA, zerohedge

Next week, the White House is hosting a high-stakes meeting that could change the U.S. financial system forever. 🇺🇸⛓️ The entire Crypto Market Structure Bill is currently deadlocked over one single, explosive question: Should stablecoin holders be allowed to earn yield? 💰 Here is what you need to know about the "Yield War" happening behind closed doors: 🏦 THE BANKS’ PERSPECTIVE: Traditional banks are terrified. If a stablecoin offers 3-4% yield while a standard checking account offers 0%, the math is simple. Industry groups warn that $6 TRILLION in deposits could migrate out of the banking system. They see this as an existential threat to their liquidity. ⚖️ THE CRYPTO PERSPECTIVE: Crypto firms and exchanges view yield as the heartbeat of the digital economy. They’ve made their stance clear: They would rather have no bill at all than a bill that bans yield just to protect legacy banks. ⏳ THE TICKING CLOCK: With the 2026 Midterm Elections looming, lawmakers are running out of time. If a compromise isn't reached by the end of February: The CLARITY Act remains stalled. Regulatory uncertainty continues. The U.S. risks falling further behind in global fintech. This isn't just about "crypto." It’s about the future of how money moves, how it grows, and who controls the rails. The Feb 10 meeting is the pressure point. Will the White House force a "Grand Bargain," or will the divide between TradFi and DeFi become a canyon? Source: Crypto Rover

Source: Sam Gatlin @sam_gatlin J-C Parets