
Macro Pulse: What Moved the Markets
📰 Last Week Recap
Pump.fun released a partnership with exchange MEXC to list a new pump fun ecosystem coin each Monday for “MEXC Mondays” - TBCN was week 1’s coin
Forward Industries backed by Galaxy, Jump, and Multicoin announces a $1.65B all cash buy for Solana (SOL) in a PIPE deal.
They announced it was all cash buying here
Large scale hack was announced by Ledger’s CTO here
For a full read on how this was uncovered read here
Multiple sites announced everything was safe hours later.
OpenSea has unveiled their acceleration in token trading capabilities, a new Mobile App, details on an OpenSea flagship collection of NFTs, and the final Pre-TGE Rewards, and a final announcement regarding their TGE with $SEA being held in October
Polymarket partners with Chainlink for faster prediction market settlements
CBOE to launch “continous” futures contracts for Bitcoin and Ethereum
CPI was announced in-line with expectations at 2.9%
$1.5B BTC Treasury company coming as asset entities approves merger with Vivek Ramaswamy's Strive forming another Digital Asset Treasury (DAT)
Another great week of BTC ETF inflows as shown in the chart here
Gemini (GEMI) had their IPO on NASDAQ this past Friday, September 12th
The Total Crypto Market Cap is now above $4 Trillion heading into a bullish week
📅 This Week to Watch
Tuesday, Sep 16 – 08:30 AM
US Retail Sales (AUG) – Key consumer spending read, strong driver for growth outlook.
Wednesday, Sep 17 – 02:00 PM
Fed Interest Rate Decision & Economic Projections (FOMC) – The most important event of the week.
Wednesday, Sep 17 – 02:30 PM
Fed Press Conference (Powell) – Tone on inflation/growth guides markets.
Thursday, Sep 18 – 08:30 AM
Initial Jobless Claims (SEP 13) – Labor market cooling watch.
Thursday, Sep 18 – 08:30 AM
Philadelphia Fed Manufacturing Index (SEP) – Regional manufacturing health check.

Weekly Market Signal: 🟢 Bullish Bias
🐂 Bias: Bullish with FOMC rate cut anticipation
Fear & Greed Index: 🟡 Neutral

BTC | ETH | SOL
Weekly Price Action



Altcoin Spotlight 🔦 - $ONDO

TLDR;
Ondo Finance is rapidly becoming the leading bridge between traditional finance and DeFi, using tokenization of real-world assets (RWAs) like Treasuries, money market funds, and equities to create liquid, compliant, and yield-bearing products onchain. With new initiatives like Ondo Global Markets and partnerships with giants like Fidelity and BlackRock, ONDO is positioning itself as a core infrastructure layer for “Wall Street 2.0.”

Deep Dive on ONDO
Ondo Finance is a blockchain company building the infrastructure to bring real-world assets (RWAs) into the onchain economy. RWAs are traditional financial assets such as U.S. Treasuries, bonds, money market funds, and stocks that are digitally represented on blockchains, making them transferable, programmable, and accessible 24/7. Ondo has launched flagship products like OUSG (tokenized Treasuries) and USDY (yield-bearing stablecoin), and it recently went further by unveiling Ondo Global Markets, which enables non-U.S. investors to trade tokenized versions of 100+ U.S. equities and ETFs scaling to over 1,000 by year-end. This represents the largest launch of tokenized equities to date and signals Ondo’s ambition to redefine how capital markets operate.
What sets ONDO apart is its combination of institutional partnerships and regulatory alignment. Its OUSG fund has integrated BlackRock’s BUIDL and now serves as the sole anchor for Fidelity’s new FDIT tokenized money market fund, representing over 99% of its assets. These partnerships show that Ondo isn’t competing with Wall Street—it’s integrating with it. By acquiring firms like Strangelove (infrastructure) and Oasis Pro (broker-dealer/ATS), Ondo is building a full-stack, compliance-first ecosystem that allows tokenized securities to be traded, custodied, and settled in ways both regulators and institutions can trust.
From an investment perspective, ONDO offers exposure to one of the most promising narratives in crypto: tokenization of trillions in traditional assets. Ondo is not only expanding access and liquidity for global investors, but it is also embedding RWAs directly into DeFi protocols, enabling collateralization, lending, and wealth management strategies previously limited to institutions. With the launch of Ondo Global Markets and the upcoming Ondo Chain, Ondo has positioned itself as the central hub for RWA tokenization, creating real utility, deep liquidity, and long-term growth potential. For investors seeking sustainable yield and institutional adoption in crypto, ONDO represents a compelling play.
NFT News


Moonbirds just closed pre-orders for their first-ever birb physical collectible in partnership with Collector Crypt, marking the largest RWA primary sale in Solana history and a new benchmark for digital-physical launches. The drop shows how RWAs are merging pop culture with on-chain authenticity, while Moonbirds expands into Solana’s collector base.

The Moonbirds universe now features three characters: Birb (the mascot and core brand character), Pip (playful energy), and Zen (calm focus). Together, they add range and storytelling depth to the brand’s expansion.

Adding further momentum, Josh Neuman (co-founder of 88Rising & Crush Music, ex-Vice exec) has joined Ocap Games to lead birb culture beyond Web3.
As the Moonbird ecosystem expands I foresee an expanding IP play with the new characters integrated into the physical collectible and this continuing to play out with Spencer’s background in TCGs. As this expands I anticipate more demand for the NFTs upcoming.