MKX

VARA-licensed crypto broker-dealer. Regulated access to digital assets. Secure. Transparent. User-first.

[MKX @MKXDubai]

The bitcoin rich list (Arkham, 15 Oct):

1. Satoshi (est.) ~1.1M
2. Coinbase 965K
3. Strategy 848K
4. BlackRock 805K
5. Binance 718K
6. Fidelity Custody 444K
7. US government ~307K, every coin seized

The richest wallet belongs to someone nobody can name.

[MKX @MKXDubai]

A hardware wallet with a spy chip inside. 🕵️

Hidden behind the screen, it read your 24 words during setup and sent them out over its own eSIM.

[MKX @MKXDubai]

The secure chip was untouched, so authenticity checks passed.

~$86M to $93M drained from 300+ wallets (on-chain estimates).
Rule 1: buy direct. Rule 2: half price is bait.

[MKX @MKXDubai]

US CPI tomorrow, 16:30 Dubai. 🧾

The receipt so far: Fuel oil +52% Gasoline +27% Airfares +23% Food +2.7%

Headline expected ~3.7%. Core ~2.5%.

Read core, not headline. 0.2% m/m = calm. 0.4%+ = October hike talk.

[MKX @MKXDubai]

Today's economics Nobel is the reason one sentence from the Fed can move markets.

Woodford: expectations ARE policy. Say rates are going up, and firms act before anything happens.

The twist: Fed chair Warsh says forward guidance has gone too far

Fewer hints = bigger surprises?

[MKX @MKXDubai]

Brent: $105. Goldman's estimate of the fear inside it: ~$20.

Where it comes from:
• Hormuz flows ~30% below prewar, 9 tankers hit in a week, 2 more this weekend
• Isaias shut in ~63% of Gulf output

Storm premiums fade in days. War premiums don't. 🧵

[MKX @MKXDubai]

The week in 5 numbers:

5.31%: US 10Y, 20-year high 63%: Gulf oil output shut in (Isaias) 46.3: Michigan sentiment Most: Fed officials see one more hike $1.1B: tokens unlocked

Tomorrow: one year since the $19B day.

[MKX @MKXDubai]

Fed minutes, decoded:

MOST: another hike likely by year end MANY: higher path "prudent" SEVERAL: rates "not restrictive"
Hawkish words, patient timing ("no need for urgency").

Calendar quirk: last decision 9 Dec. Nov CPI out 10 Dec. One day too late.