What happens
Week of Oct 5 to 11, 2026. All times UTC. A busy macro week with FOMC minutes, Fed speakers and Treasury auctions, plus three crypto supply and network events.
Main volatility event: FOMC minutes · Wed Oct 7 · 18:00 UTC
Crypto this week
- Ethena: remaining investor ENA (about 1.4B) unlocked in one release on Oct 5
- Starknet: v0.14.4 went live on mainnet Oct 6, 08:12 UTC
- HYPE: team unlock Oct 6, sold OTC per the team
- Blast: L2 is shutting down. Interface withdrawals close Oct 26
- Cardano: RealFi (USDrf) went live on mainnet Oct 1
Regulation
- SEC proposed crypto custody rules for advisers and funds (Oct 1)
- CFTC opened Regulation CTX and CAM for leveraged retail crypto (Oct 5)
- FinCEN withdrew its 2023 crypto mixing proposal and the 2020 self-hosted wallet rule
The calendar
- Tue Oct 6 · 14:45 Fed's Bowman speaks
- Tue Oct 6 · after US close Constellation Brands earnings
- Wed Oct 7 · 17:00 $39B 10Y note auction
- Wed Oct 7 · 18:00 FOMC minutes
- Thu Oct 8 · 08:30 Fed's Waller, economic outlook
- Thu Oct 8 · 10:00 PepsiCo earnings
- Thu Oct 8 · 12:30 Jobless claims
- Thu Oct 8 · 17:00 $22B 30Y bond auction
- Fri Oct 9 · 14:00 Delta earnings call
Macro backdrop
- Fed hiked to 3.75% to 4.00% on Sep 16
- September payrolls +29K, unemployment 4.2%
What I'm watching
FOMC minutes on Wednesday set the tone for risk assets into CPI. Supply events on ENA and HYPE can add short term pressure. Next week brings the real catalysts: CPI and Beige Book Oct 14, then PPI and retail sales Oct 15. FOMC meets Oct 27 to 28.
Sources
- Fed calendar
- BLS October schedule
- Census calendar
- Starknet v0.14.4 notes
- Blast wind down
- SEC custody proposal
Educational only. NFA.
