Squawk Box Clip: Another 5% Down in the Dollar Index This Year north I had a privilege of joining Becky Quick on CNBC's Squawk Box to talk about the dollar. I suggested there may be scope for the Dollar Index to fall another 5% over the remainder of the year. I am not so focused on the dollar losing its reserve currency status but cyclical developments. The Fed [...]
Hump Day Consolidation in Forex north Overview: The dollar was better bid yesterday in North America after the better-than-expected JOLTS report, but it has come back offered today. Still, the general tone is one of consolidation. The greenback is a little softer against the most G10 currencies and all but a handful of emerging [...]
Ethereum Foundation Treasury Policy north Thank you to the EFers that provided valuable input and feedback to the draft document: Bastian Aue, Vitalik Buterin, Bogdan Popa, Tomasz Stańczak, Fredrik Svantes, Yoav Weiss, Dankrad Feist, Tim Beiko, Nicolas Consigny, Nixo, Alex Stokes, Ladislaus, and Joseph Schweitzer. Thank you to kpk, [...]
Tuesday: US Dollar Stabilizes but Hardly Turns Around north Overview: The US dollar is firmer against all the G10 currencies, but its gains have been muted, and "consolidation" better characterizes the price action. What were seen as dovish central bank minutes has dragged the Australian dollar down the most among the major currencies, and it is off a [...]
Announcing the Devconnect ARG Scholars Program north We are excited to announce the Devconnect Scholars Program, as part of Devconnect ARG 2025! The Scholars Program will welcome 100 leaders who are expanding Ethereum's reach by connecting it to new communities, industries, and ideas. Scholars will co-learn and co-create, building bridges [...]
Checkpoint #3: June 2025 north Ethereum’s weekly All Core Developer calls are a lot to keep up with, so this "Checkpoint" series aims for high-level updates roughly every 4-5 weeks, depending on what’s happening in core development. See the previous update here....
Centralized infrastructure requires DePIN adoption north When centralized infrastructure fails, entire societies are left in the dark. Recent blackouts across Europe and beyond reveal the urgent need for DePIN, empowering communities to build resilient, community-driven solutions that can withstand crises.
Markets Rattled to Start the New Month Amid Heightened Trade Tensions north Overview: The breakdown in the US-China trade agreement, the doubling of US steel and aluminum tariffs, and Ukraine's daring drone attack have rattled market, sending stock, bonds, and the dollar lower. All the G10 currencies are up by at least 0.35%, with the Scandis leading the way up by [...]
Announcing Protocol north Ethereum stands at the edge of major breakthroughs. zkEVMs have rapidly accelerated, enabling us to rearchitect L1 to simultaneously support scale, verifiability, security and censorship-resistance. L2s are hardening, meeting users where they are, and eager to double down on using Ethereum as [...]
The machine economy has arrived and bots have wallets north Autonomous delivery robots are no longer just couriers. They’re economic actors with their own wallets, negotiating, earning and spending in real time. Bots have evolved from tools into agents, economic participants in their own right.
June 2025 Monthly north Navigating the global economy and managing capital market volatility has always posed challenges, but the uncertainties emanating from Washington make this task exceptionally treacherous. The so-called reciprocal tariffs announced on April 2 were postponed for 90 days just one week later, [...]