Every Zipp story tagged #Fed, newest first.
The pick puts a venture capitalist who has spent a decade arguing AI is underhyped at the table where the Fed frames its productivity and labour-market assumptions.
The minutes are the most hawkish read on Fed thinking in months, and they land as markets were pricing a near-certain June cut.
The CME FedWatch shift flips the post-cut consensus: markets now price in no 2026 easing, with the first cut pushed into 2027 as inflation and a tight labour market keep Powell anchored.
The two-year breakeven falling under the Fed's target is the structural signal; the dollar's downside if that read holds is the BTC trade, with the June CPI print on July 14 as the next catalyst.
The bounce was real but contained: one weak payrolls print eases rate pressure, yet the backdrop that pushed ETF investors out through June takes more than a single print to reverse.
Weak US jobs data pulled BTC back above $62K into the July 4 weekend, but a large Deribit call condor and an elevated 25-delta put skew at 16% keep the rebound boxed in below $68K.
A soft payrolls print has the market repricing the path of Fed cuts, but the holiday shutdown of US cash equity and bond desks means the next real test of the bid may not come until Monday's reopen.
The setup flipped in three days: ETH led $417M in short liquidations, BTC reclaimed $61.6K, and the rate-hike probability that had been pinning risk assets collapsed alongside the July payrolls print.
A 57K print against 110K expectations should be dovish, but a 4.2% unemployment rate and 3.5% wage growth give Powell's Fed every reason to look through it, and that tension is now the trade.
The 57K print versus 110K consensus and a combined 74K downward revision to April and May told markets the Fed's restrictive stance is no longer fully warranted; the on-chain tape agrees that seller…
Eleven straight days of ETF outflows ended in a single session, and the macro setup behind the reversal is what funds will read next.
The hawkish line from a sitting governor lands as crypto digests a two-week relief rally, leaving traders weighing whether the dot plot softens enough by September to keep the bid intact.
The lift came from a single dovish line at Sintra, not from fresh demand, and it stood out because Asian tech was getting crushed the same hour on AI-chip jitters.
The Fed chair's panel remarks on AI policy and lingering inflation scars landed as $BTC and $ETH recovered, while a BlackRock–Ripple push into USDC-backed reserves reframed the stablecoin rails.
The macro read is the story: a Fed chair publicly walking back inflation alarm, even with the Fear & Greed Index still in extreme fear, is the kind of divergence that historically sets up the next…
The Fed's softer tone gave crypto its first lift in weeks, but the real story sits across the Pacific: a sharp selloff in chip and AI stocks is reopening the door for capital to rotate back into…
Three pressure points define the next four weeks: whether spot ETF outflows slow, whether the Fed signals a hike rather than a cut, and whether the CLARITY Act clears the Senate before the August…
A hawkish repricing at the long end of the curve rarely happens in isolation: if it sticks, the multi-year bull case for risk assets, including spot crypto ETFs, breaks on contact.
Warsh's first public inflation remark as Chair lands with rates markets already pricing two cuts in 2026 and Powell's successor test still ahead of the November FOMC.
A sitting Fed chair using the phrase on the record keeps a hawkish lean in play going into the next FOMC, and BTC stays pinned to whatever the dot plot eventually prints.
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