In partnership with
Introducing the first AI-native CRM
Connect your email, and you’ll instantly get a CRM with enriched customer insights and a platform that grows with your business.
With AI at the core, Attio lets you:
Prospect and route leads with research agents
Get real-time insights during customer calls
Build powerful automations for your complex workflows
Join industry leaders like Granola, Taskrabbit, Flatfile and more.
Hello and happy Monday!
The U.S. dollar is searching for direction after a sharp 2025 decline, and U.S. manufacturing remains stuck in contraction. Against this backdrop, Bitcoin has shown renewed strength, pushing to new short-term highs and hinting at improving risk appetite.
This week may prove critical in determining whether these early signals develop into a more durable trend as we move deeper into 2026.
Seeking impartial news? Meet 1440.
Every day, 3.5 million readers turn to 1440 for their factual news. We sift through 100+ sources to bring you a complete summary of politics, global events, business, and culture, all in a brief 5-minute email. Enjoy an impartial news experience.
Here’s what we’ll cover today:
📈 Market Review: The dollar continues to consolidate as manufacturing remains in contraction, Japanese bond yields surge to multi-decade highs, and Bitcoin rallies above $93,000.
🔍 Current Market Conditions: Crypto sentiment remains cautious, despite Bitcoin’s rally. ETF flows turned decisively positive on Friday, reinforcing the importance of institutional participation.
👀 Key Events Ahead: Markets open reacting to the Venezuela situation, while ISM Manufacturing PMI, labor market data, and Friday’s Jobs Report will be closely watched.
📊 Technical Analysis: Bitcoin has successfully reclaimed the $90,000 level for the first time since mid-December. Upside liquidity has largely been cleared, while downside risk remains if momentum fades.
🚀 Altcoin Insights: TOTAL3 continues higher after reclaiming key resistance, but ETH/BTC weakness confirms that Bitcoin remains the primary leader.
Let’s dive in 👇
📈 Market Review:
The Bloomberg Dollar Index continues to trade sideways just below 100 after a sharp decline from its 2025 peak near 110. The key question for investors is whether this downtrend has run its course or if further dollar weakness lies ahead. A softer dollar supports emerging markets, and risk assets, while easing pressure on dollar-denominated debt. However, any renewed hawkish shift from the Fed could quickly challenge this trend and stabilize the dollar.
Further to Fall? (Source: Bloomberg)
