News
We don't repeat headlines: we explain why they matter. A selection of the events that most affect digital assets, from DeFi to macroeconomics and geopolitics.
The lending protocol approved allocating part of its revenue to buy back its token systematically, tied to the protocol's own metrics rather than to one-off decisions. The market rewarded the predictability and AAVE appreciated sharply.
Why it matters: DeFi is maturing towards rule-based value-return models, closer to traditional share buybacks. Transparency and predictable mechanics are starting to be priced in.
With inflation that refuses to ease, the Federal Reserve opts for caution and the market recalibrates when the first cut will arrive. The "higher for longer" narrative gains weight.
Why it matters: the cost of money shapes the appetite for risk assets without yield. A high-rate environment drains liquidity from the sector and demands far greater selectivity.
The escalation of the conflict in the Middle East drove up volatility and triggered selling in growth assets, also dragging down crypto assets on the most stressful trading days.
Why it matters: in episodes of panic, crypto continues to behave as a risk asset. Geopolitics can undo in hours the progress of weeks; that is why risk management rules.
Informational content produced by Torres Molina Capital from public sources. It does not constitute investment advice or a recommendation. The opinions reflect our reading on the date indicated.
The fund's reporting includes our analysis of the market context.