​The pace at which the financial markets have been moving in 2025 is unheard of with all the geopolitic and macro developments, and that's double the case for crypto markets. It's only been 2 weeks into March and we've already seen ByBit getting hacked for $1.5B by North Koreans, the White House Crypto Summit, but most importantly the signing of the USA Bitcoin Strategic reserve which we will discussing.

​Add to those events the fact that a trade war is going on with tariffs moving markets further, it's becoming evident that as the institutionalization of the Web3 world grows, the crypto markets are becoming more and more correlated with macro economics. This is why one of today's segment will be breaking down 3 of the most important macro events that happen over the year.

​Finally, why not take a look at an upcoming blockchain which could see big growth in the future? High performance, low market cap, and made in the USA. We are still early on this one. Okay let's get into it!

​On March 6, 2025, the big event that every crypto head was awaiting finally happened. President Donald Trump signed an executive order establishing a Strategic Bitcoin Reserve and a US Digital Asset Stockpile.

​But it didn't go exactly as planned; the general view was that ideally, the US government would have an active Bitcoin purchasing program in order to build up it national reserve. Wether or not using taxpayer money to purchase $BTC is a good idea is up for debate, but thats not what happened anyways.

​As it stands, the Bitcoin reserve will hold $BTC acquired through "forfeiture proceedings", which the government will not sell, recognizing it as a strategic store of value. This means that any Bitcoin the government seizes or acquires through legal manners will not be sold.

​The order also directs agencies to explore ways to expand Bitcoin holdings without taxpayer costs. Meanwhile, the Digital Asset Stockpile will include other cryptocurrencies obtained through forfeitures, with the Treasury deciding on their management.

​This move solidifies Bitcoin’s role as a legitimate reserve asset, placing it alongside gold and enhancing financial stability. This will also further encourage other countries to follow, and of course eliminates the potential sell pressure.

​It's a step in the right direction, and it signals that the US has a long-term commitment to integrating digital assets into its financial strategy. With Trump also mentioning major US based cryptocurrencies like XRP, Solana, and Cardano, we could see a wider variety of cryptos being included in the future.

​Macroeconomics plays a crucial role in shaping the crypto market, especially in the short term. It influences investor sentiment, liquidity, and overall market dynamics. Some key macroeconomic factors that impact markets include inflation, interest rates, and employment data.

​Here we will break down those 3 data points by explaining CPI data, FOMC meetings, and Payroll Data.

​CPI measures how much prices are rising for everyday goods like food, rent, and gas. Basically, it tells us if inflation is getting worse by comparing prices of goods month to month. Here is a breakdown of the basket of goods they use for reference.

​When inflation is high, central banks (like the US Federal Reserve in this case) would be inclined to raise interest rates to slow it down, which makes borrowing money more expensive and reduces the amount of cash flowing into investments, including crypto.

​On the other hand, when inflation is low, central banks may lower interest rates, making it easier for people and businesses to invest, which can boost crypto prices and the economy in general.

​FOMC meetings are also very important for the crypto market because they decide interest rates in the US, which as we mentioned in the CPI section, will affect how much money is available for investing.

​The FOMC is a group within the Federal Reserve (the US central bank) that meets every few weeks to decide whether to raise, lower, or keep interest rates the same. They base their decisions on multiple data sets, but at the end of the day, they have the final say.

​While the meetings themselves are private, there is a meeting recap called the "FOMC Minutes" where chairman Jerome Powell goes on stage to explain the reasonings behind interest rates decisions.

​Even if no rate change happens, the tone of Powell’s speech can move the markets. You might see the terms "Hawkish" and "Dovish" being used which translate to "Bearish" and "Bullish" respectively.

​NFP is another market driving data point released monthly, because it tells us how many new jobs were added in the U.S. economy each month. This data is released on the first Friday of every month by the U.S. Bureau of Labor Statistics (BLS) and helps investors understand if the economy is growing or slowing down.

​If more jobs than expected are created, it shows the economy is strong, which means the Federal Reserve may keep interest rates high to prevent inflation. This is usually bad for crypto because high interest rates reduce the amount of money flowing into investment assets, making riskier avenues like Bitcoin less attractive.

​On the other hand, if fewer jobs than expected are created or the job market looks weak, it raises hopes that the Fed might lower interest rates to support the economy. So here ironically enough, a weaker economy would be bullish for risk assets to a certain degree.

​Just like CPI, NFP data relies on multiple points of interests, which for context are listed here:

​Markets pay close attention to payroll data because it gives clues about the Fed’s next move. If job growth is too strong, the market might drop in fear of more rate hikes. If job growth is weak, crypto prices might rise, expecting easier financial conditions ahead.

​Overall, these are three of the most important data releases that we see every month. It's easy to keep track of them by using calendars such as this one. With how much it affects crypto now, being up to date with the macro landscape can be very helpful.

​While all of them are more nuanced than it seems, hopefully those brief explanation help paint a picture of how you can interpret this data so you form a better opinion by yourself, and of course we can cover more in-depth macro factors if we receive positive feedback, let us know!

​For our last segment we will be covering a blockchain which has great potential to become a big player in the industry: Taraxa. $TARA is a Proof-Of-Stake and EVM-compatible Layer 1 Blockchain made in the USA.

​ The platform is built on a new architecture allowing for high transaction speeds and low latency. This makes Taraxa highly scalable, and theoretically capable of processing thousands of transactions per second, unlike traditional blockchains that rely on slower linear block structures.

​Additionally, Taraxa is fully EVM-compatible, meaning developers can easily deploy Ethereum-based dApps on the network without modifications, making it easier to build & bridge between EVM blockchains, and potentially tapping into their existing liquidity.

​On paper, $TARA could be a competitor to other high performing L1s like Sui, Sei, and Solana. Is it possible for $TARA to flip them in market cap? At the moment it seems quite unlikely, but sitting at $45M MCAP at the time of writing, there is a big potential for upside.

​Here is Taraxa's "Update" picture, which is here to showcase what Taraxa has been achieving lately, although keep in mind that this was posted by Taraxa themselves, so take it with a grain of salt.

​Overall this could be a good ecosystem to be early in. If you are interested, trying out new dApps and launchpad right now could be a good opportunity to secure future airdrops. There's money to be made, but make sure to conduct your own research as this is still a small ecosystem, therefore it's pretty risky.

[All topics are meant to be educational only. None of it is financial advice, please do your own research.]