Greetings, traders! 👋
Jackson Hole week is here. Kevin Warsh's debut as Fed Chair headlines a packed schedule of macro data, token unlocks, and Asia's largest Bitcoin conference.
All times in UTC for our global community.
📅 MONDAY, August 24
🔓 Yield Guild Games unlock — ~14.08M tokens (~$6.8M)
🔓 SOSO unlock — ~23.46M tokens (~$7.4M), 6.35% of supply
📅 TUESDAY, August 25
🇺🇸 14:00 UTC — CB Consumer Confidence (Aug)
🇺🇸 14:00 UTC — US New Home Sales (July)
🇺🇸 15:00 UTC — S&P/Case-Shiller Home Prices (June)
🔓 Humanity Protocol unlock — ~266M tokens (~$19.9M), 7.92% of circulating supply
🔓 XPL unlock — ~88.89M tokens (~$9.2M), 3.31% of supply
📅 WEDNESDAY, August 26 — PCE + GDP
🇺🇸 12:30 UTC — Core PCE Price Index (July) — Consensus: +0.2% MoM, annual rate ~3.3%. This is the Fed's preferred inflation gauge — the last PCE reading before the September FOMC meeting.
🇺🇸 12:30 UTC — US GDP (Q2 Second Estimate)
🇺🇸 12:30 UTC — Personal Income & Spending (July)
🇺🇸 14:30 UTC — US Crude Oil Inventories
🔓 HUMA unlock — ~459M tokens (~$10.07M), 16.70% of circulating supply, largest relative unlock of the week
📅 THURSDAY, August 27 — BITCOIN ASIA OPENS
🇪🇺 11:30 UTC — ECB Monetary Policy Meeting Accounts
🇺🇸 12:30 UTC — Initial Jobless Claims (Weekly)
🗓 Bitcoin Asia 2026 — Hong Kong Convention Center (Aug 27-28). 10,000+ attendees from 125+ countries. Key speakers include Twenty One Capital CEO Raphael Zagury and Panewu's Ren Junfei.
📅 FRIDAY, August 28 — JACKSON HOLE 🔥
🇺🇸 14:00 UTC — Michigan Consumer Sentiment & Inflation Expectations (Aug Final)
🇺🇸 14:00 UTC — Fed Chair Kevin Warsh speaks at Jackson Hole — His first major speech as Fed Chair. Markets expect him to focus on Fed reforms, not rate guidance, likely reducing forward guidance to let markets price risk themselves.
⚡️ What XBTS DEX Is Watching
1️⃣ PCE Data (Wed) — The Fed's favorite inflation gauge. Core PCE expected at 3.3% YoY. Goldman Sachs forecasts +0.23% MoM, slightly above consensus. A hot reading could cement September hike odds; a miss could trigger relief.
2️⃣ Bitcoin Asia 2026 (Thu-Fri) — Asia's largest Bitcoin conference. Deal Day features one-on-one meetings between Bitcoin companies, banks, and funds. Potential announcements could move markets.
Stay sharp. Warsh could move markets.
