📈Ithaca Protocol Market Update

► BlackRock earning more from IBIT than SPX ETF

►Peter Thiel supporting a new crypto and AI friendly bank application  

► Blockchain ecosystem companies the evolution of crypto treasuries; too well flagged that they are the main cycle risk ( and that ETH and altcoin bear market related to the absence of ETH in these sweepstakes up to now )
► Payrolls today; post week ADP, whisper number lower but not as low  as it may need to be; ' best day of the year ' is now too overbroked

► Still ADP / NFP surprise correlation negative!

► SPW / SPX discrepancy at highs since November 2008

► Trade deal with Vietnam announced

► Rate selloff driven by UK treasury leadership uncertainty post shelving of welfare reform

► Coinbase acquiring LiquiFi