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WEEKLY MACRO & CRYPTO DIGEST: SEPTEMBER 21โ€“27

WEEKLY MACRO & CRYPTO DIGEST: SEPTEMBER 21โ€“27

Greetings, traders! ๐Ÿ‘‹

Markets are still digesting the Fed's first rate hike since 2023. This week brings Flash PMIs, major exchange closures, and over $190M in token unlocks.

All times in UTC for our global community.

๐Ÿ“… MONDAY, September 21

๐Ÿ‡จ๐Ÿ‡ณ 01:15 UTC - China PBoC Loan Prime Rate

๐Ÿ‡ช๐Ÿ‡บ 15:00 UTC - ECB President Lagarde speech

๐Ÿ“… TUESDAY, September 22

๐Ÿ“Œ CoinEx stops all services except spot trading. On-chain deposits blocked except CET .

๐Ÿ“… WEDNESDAY, September 23 - BITMEX CLOSURE DAY ๐Ÿšจ

๐Ÿ‡ช๐Ÿ‡บ 08:00 UTC - EU Flash PMIs (Manufacturing/Services/Composite) โ€” Sept Prelim

๐Ÿ‡บ๐Ÿ‡ธ 13:45 UTC - US Flash PMIs - First major economic indicator after the Fed's rate hike

๐Ÿ‡บ๐Ÿ‡ธ 14:05 UTC - Fed Vice Chair for Supervision Barr speech

๐Ÿ‡บ๐Ÿ‡ธ 14:30 UTC - US Crude Oil Inventories

๐Ÿšจ BitMEX permanently shuts down at 04:00 UTC. All open positions force-closed. Withdrawal access remains, but KYC'd users face monthly fees .

๐Ÿ“… THURSDAY, September 24

๐Ÿ‡บ๐Ÿ‡ธ 12:30 UTC - Initial Jobless Claims (Weekly)

๐Ÿ‡บ๐Ÿ‡ธ 14:00 UTC - US New Home Sales (Aug)

๐Ÿ‡บ๐Ÿ‡ธ 20:30 UTC - Fed Balance Sheet

๐Ÿ”“ World Network unlock โ€” ~100.06M tokens (~$171.3M)

๐Ÿ“… FRIDAY, September 25 โ€” OPTIONS EXPIRY DAY ๐Ÿ“Š

๐Ÿ‡บ๐Ÿ‡ธ 12:30 UTC - US Durable Goods Orders (Aug)

๐Ÿ‡บ๐Ÿ‡ธ 14:00 UTC - Michigan Consumer Sentiment & Inflation Expectations (Sept Final)

๐Ÿ“Š 08:00 UTC - $16.6B in BTC & ETH Options Expiry - Max pain at $72,000

๐Ÿ”“ Humanity unlock - ~266M tokens (~$19.3M), 7.34% of circulating supply

๐Ÿ“… SUNDAY, September 27

๐Ÿ”“ Plasma unlock - ~29.72M tokens (~$28.47M)

๐Ÿ“Š POLYMARKET PRICE OUTLOOK: What Traders Are Betting

Real money on Polymarket prices BTC hitting these levels by year-end:

๐Ÿ”น $85,000 - 80% chance

๐Ÿ”น $90,000 - 59% chance

๐Ÿ”น $95,000 - 39% chance

๐Ÿ”น $100,000 - 25% chance

๐Ÿ”น $150,000 - just 2% chance

Note: These are odds of BTC touching the level at any point before Dec 31.

โšก๏ธ REGULATORY WATCH - SEC ACTS AFTER CLARITY FAILS ๐Ÿ›

SEC issues Innovation Exemption - SEC granted a five-year conditional exemption allowing Tokenized Securities Venues (TSVs) to trade tokenized US stocks without registering as exchanges .

โšก๏ธ What XBTS DEX Is Watching This Week

1๏ธโƒฃ SEC Innovation Exemption โ€” A major regulatory development.

2๏ธโƒฃ Exchange Closures โ€” BitMEX (Sept 23) and CoinEx (Sept 22 non-spot) are shutting down.

3๏ธโƒฃ Flash PMIs (Wed) โ€” First economic data after the Fed's hike. Weak readings could reignite policy error fears.

4๏ธโƒฃ Options Expiry (Fri) โ€” $16.6B expiry with max pain at $72K. Volatility likely.

๐Ÿ‘‰Trade freely. Trade decentralized.

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