Greetings, traders! ๐
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.
๐ MONDAY, August 24
๐ Yield Guild Games unlock โ ~14.08M tokens (~$6.8M)
๐ SOSO unlock โ ~23.46M tokens (~$7.4M), 6.35% of supply
๐ TUESDAY, August 25
๐บ๐ธ 14:00 UTC โ CB Consumer Confidence (Aug)
๐บ๐ธ 14:00 UTC โ US New Home Sales (July)
๐บ๐ธ 15:00 UTC โ S&P/Case-Shiller Home Prices (June)
๐ Humanity Protocol unlock โ ~266M tokens (~$19.9M), 7.92% of circulating supply
๐ XPL unlock โ ~88.89M tokens (~$9.2M), 3.31% of supply
๐ WEDNESDAY, August 26 โ PCE + GDP
๐บ๐ธ 12:30 UTC โ Core PCE Price Index (July) โ Consensus: +0.2% MoM, annual rate ~3.3%. This is the Fed's preferred inflation gauge โ the last PCE reading before the September FOMC meeting.
๐บ๐ธ 12:30 UTC โ US GDP (Q2 Second Estimate)
๐บ๐ธ 12:30 UTC โ Personal Income & Spending (July)
๐บ๐ธ 14:30 UTC โ US Crude Oil Inventories
๐ HUMA unlock โ ~459M tokens (~$10.07M), 16.70% of circulating supply, largest relative unlock of the week
๐ THURSDAY, August 27 โ BITCOIN ASIA OPENS
๐ช๐บ 11:30 UTC โ ECB Monetary Policy Meeting Accounts
๐บ๐ธ 12:30 UTC โ Initial Jobless Claims (Weekly)
๐ Bitcoin Asia 2026 โ 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.
๐ FRIDAY, August 28 โ JACKSON HOLE ๐ฅ
๐บ๐ธ 14:00 UTC โ Michigan Consumer Sentiment & Inflation Expectations (Aug Final)
๐บ๐ธ 14:00 UTC โ Fed Chair Kevin Warsh speaks at Jackson Hole โ 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.
โก๏ธ What XBTS DEX Is Watching
1๏ธโฃ PCE Data (Wed) โ 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.
2๏ธโฃ Bitcoin Asia 2026 (Thu-Fri) โ 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.
