Retail Sales Beat, Dollar Weakens, BNB to Benefit from Binance Halo Effect
Sep 16, 2025
Discussed in today's video:
- Retail sales beat expectations, reinforcing the setup of monetary policy easing into a solid economy.
- Yield curve steepening points to growth optimism. Crypto rallied with BTC leading and ETH lagging, though mNAV expansion in ETH DATs suggests it could play catch-up in the days ahead.
- Dollar weakness remains a key tailwind, DXY breaking a 15-year trendline would be significant.
- BNB trade idea: Reports of easing DOJ oversight could pave the way for greater U.S. expansion by Binance, with BNB benefiting from the associated halo effect.