Markets just can’t take the good news. 🚨 Strong economic data sparked a sell-off as traders worry the Fed may stay hawkish and rates could remain higher for longer. In today’s DAILY BREAD, we break down why green numbers on the economy turned into red candles on the charts.

Equity markets fall on Powell's words. Bitcoin and Gold diverge.

Bitcoin dropped 2% while stocks hit new highs. But the real driver? Massive options market flows. We explain how gamma hedging moves equities, what this divergence means, and why the dollar breakdown could send gold and Bitcoin soaring.

Tom and Peter discuss two-year cycles, perpetual liquidity: How to position for the new normal.

In today’s episode of The Daily Bread, Tom and Peter from Sacred Profit break down the Fed’s latest quarter-point rate cut and Powell’s press conference. They dig into why the Fed resisted a larger 50bps move, what their “wait and see” stance really means, and whether politics is shaping decisions more than data. The two also tackle questions on credibility around the 2% inflation target, the reliability of flawed jobs data, and the Fed’s role in fueling asset bubbles.

Are markets being managed through expectations rather than policy? Tune in for analysis, Fed-speak translation, and what this all means for volatility, stocks, and the economy.

⚠ DisclaimerThis content is for informational and entertainment purposes only and is not financial advice. Always do your own research and consult a professional before making investment decisions.

Today, Tom sits down with Peter to discuss a concise market breakdown comparing the altcoin case (via Virtual Bacon) with a cautious Bitcoin view from Gareth Soloway, including where key indicators suggest traders should be paying attention. Trade ideas focus on large-cap alts first, risk management, and timing windows around Sept–Mar.⚠ DisclaimerThis content is for informational and entertainment purposes only and is not financial advice. Always do your own research and consult a professional before making investment decisions.