Overview
Kairon Labs is a crypto market making firm offering premier market making services for digital asset issuers, cryptocurrencies, and tokens using algorithmic trading software.
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In the news
- NFP printed 162k against a 55k consensus — Warsh now has all the cover he needs for September. But with ISM softening and consumer confidence slipping, this week's CPI is the last variable that could change the calculus. For BTC, it's the binary between $82k and $75k. Full update below!
- Warsh's Jackson Hole keynote pushed September hike odds to 62%, Nvidia faded after a strong beat, and BTC is stuck below $82k after three rejections. This week's update breaks down what the cross-asset reaction is really saying and why Friday's NFP is the only data point that matters this week. Full update below!
- Treasury doubles its long-end buybacks, 30-year yields pull back from 17-year highs, and BTC surges from 64k to 76k on one of the largest short squeezes of the year. This week's market update breaks down what drove the move and why Jackson Hole on Friday is the event that determines whether it holds.
- Consumer sentiment at 51.0, retail sales down 0.6%, and oil keeping the hawks alive. This week's market update breaks down a Fed caught between softening growth and sticky inflation and what the FOMC minutes on Wednesday could mean for risk assets. Full update is below.
- The first negative payroll print of the cycle, resilient ISM data, and a Fed with no clean policy path. This week's market update breaks down what last week's mixed signals mean for risk assets, and why CPI and PPI this week matter more than usual. Full summary below.
- The Fed held rates and said nothing. PCE came in at 3.7%. GDP printed 1.5%. Stagflation is back in the conversation. Bulls tried to buy the dip all week and got stopped out every time. NFP on Friday is the next test. Full breakdown below. 👇 #Crypto #Bitcoin #MacroMarkets
- The 10Y hit its highest level since January 2025. Large-cap tech earnings disappointed. And yet BTC is up 12% and ETH is up 25% month-to-date. Crypto is holding its ground. Wednesday's FOMC will be the real test. Full breakdown below. #Crypto #Bitcoin #MacroMarkets
- CPI came in cold. Markets celebrated for about 48 hours before a semiconductor rout took it all back. BTC touched $65K and got rejected twice. That about sums up last week. Full breakdown below. 👇 #Crypto #Bitcoin #MacroMarkets
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