OX DeFi 🏴‍☠️

I do what makes me money 📈

[OX DeFi 🏴‍☠️ @0xdef_]

What is a WP?

<> Think of a WP as the “constitution” of a project.
This entails everything about the project entire, all the info you need to know, must be found there.

It could be tiring reading the WP of a project, maybe due to complexity whatsoever.
So let’s keep it simple…

[Unfaded Marve 🦅 @marvellousdefi]

Onchain Thursday 80.0:

Crypto still in seek of correction, regulation, and the search for real utility.

🧵: But where are we at now?

[Unfaded Marve 🦅 @marvellousdefi]

Volatile day today dawgs.

Today's US data dump includes CPI + Labor data at the same time.

🧵: That’s heavy & here’s how to read it.

1/ USD CPI m/m (Consumer Price Index - month over month)

What it is:
How much prices increased this month vs last month.

Why it's important:
This shows inflation speed. The Fed watches this closely.

Market reaction:
• Higher than forecast = USD pumps, risk assets dumps.
• Lower than forecast = USD dumps, risk assets pumps

2/ USD CPI y/y (year over year)

What it is:
Inflation compared to same month last year.

Why you gonna care:
Shows whether inflation is structurally cooling or sticky.

Market reaction:
• Higher y/y = inflation still a problem = hawkish Fed
• Lower y/y = disinflation = rate cuts closer

If m/m and y/y agree, then the move is stronger.

3/ USD Core CPI m/m

What it is:
Inflation excluding food & energy (the Fed’s favorite).

Why it matters:
This is the real signal for policy imom

Market reaction:
• Core CPI hot = USD pumps hard
• Core CPI cool = USD dumps hard

If headline CPI cools but core stays hot, markets get choppy then.

4/ USD Unemployment Rate

What it is:
% of people actively looking for work but unemployed.

Why it matters:
Labor market strength = Fed policy flexibility.

Market reaction:
• Lower unemployment > economy strong > rates stay high
• Higher unemployment > slowdown > rate cuts sooner

Alone it’s mid, but with NFP it’s powerful.

5/ USD Average Hourly Earnings m/m

What it is:
How fast wages are growing.

Why it matters:
Wage growth = inflation fuel.

Market reaction:
• Higher wages > inflation risk > USD pumps, risk assets dumps.
• Lower wages > inflation cooling > USD dumps

This even can override NFP if it surprises.

6/ USD Non-Farm Employment Change (this is NFP)

What it is:
How many new jobs were added this month.

Why it matters:
Jobs = growth + consumer spending.

Market reaction:
• Higher than forecast = USD pumps
• Lower than forecast = USD dumps

How I gonna read this:

Tbh, I wanna see alignments etc.
• Hot CPI + strong jobs + rising wages = USD bullish trend
• Cool CPI + weak jobs + slowing wages = USD bearish trend
• Mixed data = whipsaws, so I gonna wait

Manage your risks well ahead of time or simply wait.

Meanwhile, the last official release from the U.S. Bureau of Labor Statistics showed:
• NFP: +50K > hiring slowed sharply
• Unemployment: 4.4% > labor market softening
• Wages: steady, not accelerating
• CPI (YoY): ~2.7%
• Core CPI: ~2.6% > still sticky, but cooling

That being said, the market already expects:
• slower job growth
• cooling (but not dead) inflation

Above all, today’s real question is:
"If inflation will cool fast enough as the labor market weakens?"

[OX DeFi 🏴‍☠️ @0xdef_]

@emz_fi We gonna bounce back

[OX DeFi 🏴‍☠️ @0xdef_]

@emz_fi Lfg bro

[OX DeFi 🏴‍☠️ @0xdef_]

@emz_fi On it sir

[OX DeFi 🏴‍☠️ @0xdef_]

@emz_fi @spurprotocol Worth interacting with

[OX DeFi 🏴‍☠️ @0xdef_]

@Dhirodefi @campnetworkxyz Nice work man

[OX DeFi 🏴‍☠️ @0xdef_]

@Moss_fi_ @OpenledgerHQ Ait sr

[OX DeFi 🏴‍☠️ @0xdef_]

@Esongsofficial geOracle nice

[OX DeFi 🏴‍☠️ @0xdef_]

@emz_fi @MindoAI On it ASAP

[OX DeFi 🏴‍☠️ @0xdef_]

@emz_fi @HackQuest_ Gm gm
nice trade

[OX DeFi 🏴‍☠️ @0xdef_]

@marvellousdefi @billions_ntwk @jgonzalezferrer @grok do you think @marvellousdefi will keep to his words and give 1 random follower a genesis NFT of @billions_network ?

[OX DeFi 🏴‍☠️ @0xdef_]

@web3gamer2 @levva_fi @wardenprotocol Bullish

[OX DeFi 🏴‍☠️ @0xdef_]

@emz_fi @JoinSapien @cookiedotfun @recallnet

[OX DeFi 🏴‍☠️ @0xdef_]

@emz_fi @cookiedotfun @sapien @recallnet is my take

[OX DeFi 🏴‍☠️ @0xdef_]

@emz_fi @vooi_io @recallnet Let's connect

[OX DeFi 🏴‍☠️ @0xdef_]

@emz_fi @JoinSapien @vooi_io @cookiedotfun Consistency is key

[OX DeFi 🏴‍☠️ @0xdef_]

@emz_fi @JoinSapien @elympics_ai @recallnet @vooi_io @OpenledgerHQ @JoinSapien is crazy 🤪
Hoping on getting rewarded too

[OX DeFi 🏴‍☠️ @0xdef_]

@emz_fi @cookiedotfun @JoinSapien @JoinSapien is really heating up.
Love the competition.