Chemist 🧪@chemistdefi · Nov 9, 2026 Crypto trades 24/7. This week, most of what can move it gets decided by people who keep office hours.
The backdrop: Fear & Greed at 28, ~$1.28B pulled from spot $BTC ETFs last week, and @binance still reopening networks after a $6.3B hack.
Tuesday is October CPI, the last inflation print before the Dec 9 Fed meeting. After payrolls came in at 165K vs ~60K expected, futures price roughly 75-80% odds of a hike.
One detail most people will miss: the 2025 shutdown erased last October's data, so there is no official annual CPI rate this time. Only monthly changes. If you see a YoY number, someone modeled it.
Wednesday, the US bond market closes for Veterans Day. Treasuries get one session to react to CPI, then step away. Crypto keeps digesting it alone.
That evening, @MSCI_Inc publishes its final list under the new non-operating company rules. @Strategy and @Metaplanet_JP were both flagged earlier. An older JPMorgan estimate put forced selling near $2.8B for MSTR alone.
Passive funds follow index rules, not Bitcoin conviction.
Changes take effect around Nov 30, but markets rarely wait that long to price it.
Same day, ~160M $ALLO from @AlloraNetwork's first backer and contributor cliff is scheduled. Depending on the tracker, that's 63-80% of circulating supply. That much float into weak demand is a real test.
Friday's PPI gives a second read on October, after a 1.3% MoM jump last month.
Sunday, @solana Breakpoint opens in London with DTCC, Mastercard and Boris Johnson on the speaker list. I care less about the announcements and more about which products pull real users and liquidity after.
So the question I keep asking this week: who is forced to act?
→ a Fed that may have to hike
→ index funds that may have to sell
→ unlocked holders who may want out
We don't need another narrative right now. We need buyers.
Solana 
