BTC Faces Jackson Hole, PCE Test After 23% August Rally
Beyond the macro calendar, TON's $54M unlock and a stacked slate of DAO votes add on-chain friction, while IREN's earnings put crypto-mining equity in focus.
Every Zipp story tagged #Fed, newest first.
Beyond the macro calendar, TON's $54M unlock and a stacked slate of DAO votes add on-chain friction, while IREN's earnings put crypto-mining equity in focus.
With $22.5B less crypto credit available to absorb shocks, the Fed liquidity backdrop and surging Treasury yields are compressing Bitcoin's room to maneuver near key resistance.
Mixed labor data are pushing inflation and Treasury yields to the foreground, making a 25bp move in September or December the key risk for stocks and Bitcoin.
BTC's tight band near $63K held through a week of softening macro signals, with Fed hike odds collapsing from roughly 50% to 25%. HYPE was the only major token with a meaningful weekly gain.
The flat print keeps the Fed on hold, but the options market keeps charging for downside, and long-term holders just shed ~210K BTC, the first weekly decline of 2026.
If federal oversight is the price of admission, federally chartered banks should get federal infrastructure too, or stablecoin innovation will move offshore beyond US regulatory reach.
On-target inflation matters less than the bond market reaction: 2-year yields fell 3.6bp to 4.19%, September Fed hike odds slipped to 44%, and bitcoin absorbed it all near $64K.
Thursday's U.S. CPI print and the next round of Fed speakers will decide whether the post-jobs relief bid in major tokens extends or rolls over, with Brent now at $90 feeding directly into July…
A 9-3 Fed hold with three hawkish dissents reframes this week's labor prints as a referendum on whether the pause was justified, putting the $62,200 floor at risk.
BTC is on track to close July up about 7.5% despite rate-hike fears, climbing yields and an AI-led equity unwind, with analysts pointing to a late-June leverage flush as the reason there was no…
The monthly picture still looks strong, with the CoinDesk 20 up 8.7% in July, but the final-session price action is the opposite story: hawkish Fed comments, Middle East tensions, and a $60K put…
MiCA unlocks the bloc for Ripple's institutional products, but Fed Chair Warsh's reminder that bond markets are doing the Fed's job is keeping risk assets, including XRP, pinned near $1.10.
The inflation print landed soft enough for risk assets to breathe, but three dissents on the FOMC vote and Kevin Warsh's 'no forward guidance' stance leave the next move genuinely up in the air.
The headline 1.5% growth print undercut forecasts, but a 3.2% consumer-spending pace and 5.7% GDP price index leave the Fed little room to ease, keeping $BTC pinned below $69K.
With September hike odds jumping to 43% from 23% on the same day, the real story isn't the hold, it's the market's read that the Fed is now behind the curve on the long end.
Bitcoin barely budged at $63,915 while a hawkish FOMC dissent, $286M in liquidations, and an 8% overnight oil spike erased Monday's calm across equities, leaving crypto's relative resilience as the…
A 9-3 hold keeps policy unchanged through July, but the dissent count and ETF flow reversal hint at a market positioning for a September pivot.
Four desks read the same 3.5%-3.75% hold differently: one calls it the cycle's worst outcome for digital assets, another calls it already priced in, and a third points to September as the real test.
Downside protection is gone while $5B in upside options sits exposed to whatever the Fed delivers, and long-term holders are now the only wall under $64,000.
The former Fed governor's read reframes the policy debate: with 42 days of market-driven tightening already in the tape, the FOMC's next decision is about validating or pushing back on the curve…