At Borderless, we believe in innovations that drive breakthrough societal impact. Mawari is one of the most exciting DEPIN projects in Web3—designed for Extended Reality and rooted in creativity. Their novel framework will revolutionize the XR space for businesses. #Web3 #XR

The Week Ahead - Macro/Crypto Last week, there was a noted increase in Bitcoin ETF inflows following the Fed's rate cut the previous week on 18 September. Over $862 million flowed into Bitcoin ETFs since the rate cut, with last Friday seeing inflows of close to $500 million,

The Week Ahead - Macro/Crypto This week, the focus turns on inflation as the CPI and PPI are coming out. Jobs data measured by Initial Jobless Claims will also be in the spotlight. Expectations for the September Consumer Price Index (CPI) release on Thursday are leaning towards

The Week Ahead - Macro/Crypto This week's economic calendar will show us several key macro data releases that could influence the Federal Reserve's monetary policy decision, in particular looking forward to the FOMC meeting on November 7 right after the presidential election.

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The Week Ahead - Macro/Crypto This week will feature a series of macro releases that would most likely be market moving for BTC and digital assets markets. On Wednesday, the advance estimate of Q3 GDP growth is expected to show an increase at around 3%, indicating a sustained

I’ll be a panelist at PitchBook’s webinar on 11/5. We’ll explore the intersection of AI and DePIN alongside Mike Horton from and Shashank | 𝔽rAI from Fraction AI Register now! pitchbook.com/webinars/tech-…

🚀We’re thrilled to welcome Ryan Silva, as our new Partner & Head of Trading at Borderless! With experience at BlockTower, KLS Diversified, RBS Greenwich & Merrill Lynch, Ryan brings deep expertise across TradFi & digital assets as we expand our institutional investment

Big move today in DXY, breaking down to a multi month low. The main driver was Germany's loosening of its debt brake, paving the way for €500 billion spending spree on defense. The 10Y Bund Yield jumped more than 30bps, the highest one-day increase in decades. The EURUSD

Looking at market dynamics today, I see German yields to continue moving up and the DXY down on the back of fueled fears of higher borrowing costs in Europe after the German change in debt rules yesterday. Interestingly, a weaker dollar has been a catalyst for higher BTC in the

Both PPI and Core PPI came out below expectations in February, reinforcing what we saw with CPI on Wednesday. Important is the fact that Core PPI showed a monthly deflation of -0.1%MoM, led by services decline in prices while goods showed a +0.3%MoM change. I see a stronger

Following the US macro backdrop were uncertainty is taking a toll on expectations and investment decisions, we got more data this morning confirming such trend. Consumer Sentiment took a hit in March's reading from UMich to 57.9, the lowest in almost three years. The negative

Liberation Day tariffs announcement had indeed unleashed a new, far from priced-in, wave of uncertainty with strong risk-off sentiment. US equities -5% while UST-10Y went all the way down to 4.05% in a fresh fight to safe haven move. Crypto markets are not the exception. Yet,

A key focal point in current market turmoil is the Treasuries dynamics.  Far from behaving like the usual safe haven as Equities tank, both the 10Y and 30Y yields started an aggressive upward trend as the tariff war intensifies. Reasons for this are several: - China ($1.1trn)

Today, the European Central Bank (ECB) lowered interest rates by 0.25%, the seventh cut in a row, as trade tensions are threatening to hurt economic growth. The ECB’s main rate is now 2.25%, the lowest since the early days of pandemic recovery. This decision shows worries about

We’re excited to welcome Andrew Dempsey as our new Partner at Borderless! With senior roles at CBC Group and Fortress, Andrew brings 20+ years of experience in private capital and investor relations across PE, credit, real estate, and hedge funds. As institutional demand for

Yesterday and today we got two key US Labor Market Data Releases. See below the prints and some possible implications: Nonfarm Payrolls (May) 139k jobs added, beating 126k consensus; April revised down to 147k from 177k. 3-month avg 135k, signaling steady but moderating job

PPI for July showed a significant upside surprise with a 0.9%mom increase, far exceeding expectations of 0.2%. On an YoY basis, the PPI rose 3.3%, up from 2.3% the previous month - a full percentage point jump. This is the first clear indication in the ongoing tariff war saga

Retail sales rose by 0.5%mom, meeting economists' consensus expectations and signaling continued stability in consumer spending amid broader economic uncertainties. The figure underscores robust economic activity, as it reflects resilient household demand and a healthy retail