Every Zipp story tagged #FedPolicy, newest first.
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.
Markus Thielen frames the call around a hawkish Fed under new Chair Kevin Warsh and a strengthening dollar, with a late-August-to-October bottom window guided by global liquidity, the macro calendar…
Six straight weeks of ETF outflows meet a Fed that has stopped cutting, while realized volatility has now overshot the implied levels options traders paid to hedge with.
Bond traders are now pricing a 2026 rate hike while stocks decouple from yields — a macro pincer that drains the liquidity bid crypto’s recovery was built on.
US small business hiring is expected to fall to its lowest level since May 2020, a threshold that carries significant…
A 172K print trounced the 130K consensus, taking Fed cut expectations off the table for now and dragging Bitcoin into a fresh leg lower.
The 10-year yield ripped to a one-year high after a stronger-than-expected payrolls beat, draining the liquidity bid that's carried BTC for months and putting the next move squarely in the hands of…
Powell can cut the federal funds rate all he wants — long-term yields are being set by $37.6T of debt and $30.2T in annual Treasury issuance, not by the FOMC, and the 10-year barely budged through…
Two soft prints in one morning: a labor market cooling faster than economists expected and an inflation gauge undershooting forecasts — the Fed's preferred measure is still 3.3% YoY.
A 60-day extension buys time for diplomacy, not for Bitcoin's macro breakout: ~20% of global oil still transits Hormuz, and BofA and Goldman have both pushed Fed-cut bets to late 2026 or 2027.
CoinTelegraph
Crypto News
Benjamin Cowen
CryptoSlate
CoinDesk
TheBlock
WuBlockchain