Every Zipp story tagged #FedPolicy, newest first.
Thin spot and ETF trading, elevated yields and more than $1B in liquidations leave Bitcoin exposed even if the Fed pauses in October.
The softer-than-expected reading adds to evidence of easing inflation, a key input for Federal Reserve policy and risk-asset markets.
With hedge-fund leverage at or near all-time highs, a Fed policy surprise in September could force cash-raising across leveraged portfolios, putting Bitcoin in the crossfire of collateral calls.
The 30-year yield sits higher today than it did when Fed funds was at 5.5%; with September still a coin flip, BTC at $78K is pricing that policy standoff.
The 2020 break came at the start of the last expansion cycle. The thesis hanging on this one is the same: altcoin dominance inflects higher once capital rotates past Bitcoin and Ethereum into…
An upside producer-price surprise keeps inflation pressure in focus and complicates the Federal Reserve's path toward easier policy, a bearish setup for rate-sensitive markets.
A 162K August payrolls print didn't just push Bitcoin under $80K, it repriced September Fed hike odds to 59%. The classic higher-yields, stronger-dollar headwind now sits on top of every crypto trade.
Fiscal stress can lift Bitcoin's appeal, but Fed policy remains the main constraint, making August inflation data and the September Fed meeting the key near-term tests.
A stronger labor market gives the Federal Reserve less urgency to cut rates, a near-term headwind for crypto and other rate-sensitive assets.
The surprise strengthens the disinflation narrative and can support rate-sensitive risk assets, while the Fed still weighs broader inflation and labor data.
A narrow $63,900 to $65,000 range leaves the next FOMC decision and ETF flows as the key near-term signals.
A shrinking labor force is hiding the weakness; the Fed faces a September decision where both sides of its mandate point in opposite directions.
The downside surprise raises recession concerns and complicates the Federal Reserve's next move, putting Treasury yields, rate expectations and risk appetite in focus.
A 187K print is not just a 56-year low, it lands before the BLS shutdown has resolved, leaving markets to digest a labor signal that looks anomalously strong on an old data series.
Short-term-holder cost basis at $69K is the level that separates a real institutional re-engagement from a tactical wager on July 29, with whale wallets and ETF flows carrying the rally until broader…
A 5% crude jump on Hormuz tensions is reopening the channel from gasoline to inflation expectations to Fed policy, and Bitcoin liquidity is sitting in the middle of it again.
BTC held near $63,800 while every traditional war hedge dumped on U.S. strikes in Iran, the latest sign the asset now trades on dollar liquidity and chip-cycle flows, not Hormuz headlines.
A payrolls figure below the 110K consensus would validate Warsh's lower-inflation read, unwind lopsided dollar longs, and hand bitcoin and gold their next leg up.
Two analysts separately argue the easy AI trade is over, correlations are rising, and bitcoin's four-year cycle is still intact, with a $54K to $58K bottom on the table.
The world's largest stablecoin now sits on a US debt book larger than most sovereign wealth funds, and Kevin Warsh's Fed has no playbook for what that means when Treasury markets seize.
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