📉 Fed Rate Cut Bets Don’t Lift Bitcoin-Traders piled into bets on September rate cuts, but Bitcoin barely flinched, hovering near $116K. Normally, looser monetary policy is a tailwind for crypto, but this time, the market shrugged. Analysts say BTC’s muted response shows macro alone can’t keep the rally alive without stronger spot demand and inflows. (CoinDesk)

🐶 Dogecoin Leads Altcoin Rally-Altcoins staged a comeback this week, with Dogecoin up double digits, followed by gains in XRP, Tron, and Solana. The rally suggests sidelined liquidity may be rotating out of Bitcoin after its muted response to macro news. It’s speculative, sure… but the alt crowd is proving it’s not dead yet. (Decrypt)

🤖 AI vs. Human Labor, The Macro Backdrop Creeps Into Crypto- AI driven job displacement could reshape global productivity, and by extension, investment flows. “What does this have to do with crypto?”, you might ask. Well, automation frees up capital, and capital always looks for yield. If AI really eats into traditional labor markets, Bitcoin, ETH, and tokenized yield products could become unexpected beneficiaries of the next productivity boom. (Blockworks)

❄️ Justin Sun’s Tokens Frozen by World Liberty-Controversial crypto backer Justin Sun's World Liberty Financial (WLFI) tokens have been frozen after blockchain intelligence platforms flagged suspicious transfers. Sun invested at least $75M in WLFI tokens, making him the largest known investor in Trump's crypto project. His $30M investment in November 2024 pushed WLFI past key thresholds, triggering payouts to the Trump family, who are entitled to 75% of net revenues. The freeze adds another layer of drama to Sun's checkered regulatory history and highlights the risks of politically linked tokens. (Reuters)

🛠️ Stripe Builds a Blockchain Dream Team-Payments giant Stripe announced a new blockchain initiative, partnering with Anthropic, OpenAI, and Paradigm to create what it calls “the future of programmable payments.” With Stripe’s global merchant base, this is more than R&D: it’s a play to control the rails of the internet economy. If they deliver, this could be the biggest enterprise blockchain project since Libra. (TechCrunch)

🏦 Metaplanet Adds More BTC to Treasury-Tokyo-listed Metaplanet added 136 BTC this week, keeping pace with its target of 100,000 BTC by March 2026. The firm, often dubbed the “Asian MicroStrategy,” now holds over 9,500 BTC. While some commentators are saying the BTC treasury demand is slowing, this latest move by Metaplanet indicates the opposite. As per usual, the truth is likely somewhere in the middle. (Decrypt)

📈 Robinhood Joins the S&P 500-In a watershed moment for fintech, Robinhood was added to the S&P 500, cementing its place among America’s largest companies. It’s also a milestone for crypto, since a significant chunk of Robinhood’s growth now comes from digital asset trading. Crypto exposure is officially an S&P story… which is kinda wild! (Reuters)

Have a great week!