RWA 🌐 Global & Macro: Arthur Hayes warns that a collapse in AI compute demand could force the Federal Reserve to print money to bail out markets, suggesting central bank intervention if the AI-driven boom falters.
🏦 RWA & Institutional: No significant RWA or institutional developments reported in this hour.
⚡ Crypto & Markets: Bitcoin has not hit a new all-time high for nearly a year, but analysts note cycle high intervals are shortening, indicating an accelerating market cycle. Short-term indicators are bearish while long-term moving averages remain bullish, suggesting near-term caution with a still positive longer-term trend.
💡 Key Takeaway: Bitcoin’s cycle is accelerating even without new highs, while macro risks around AI demand could trigger Fed intervention, keeping markets on edge.