Every Zipp story tagged #RateHikes, newest first.
The selloff reaches beyond crypto: rising oil and Treasury yields are pressuring global stocks, while Wednesday's PCE reading could sharpen the Fed rate outlook.
The Fed is not confident inflation is heading back to target, a hawkish signal that keeps the rate-cut door shut and pressures risk assets from crypto to equities.
Clarida's signal that one hike will not be enough reframes the rate path from a pause-and-watch stance to a hiking cycle, with the dot plot now the real test.
A December hike would keep yields and the dollar bid through year-end, raising Bitcoin's opportunity cost against interest-bearing alternatives at exactly the moment futures already price a 58%…
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.
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.
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.
PolyMarket shows just a 3% odds of a cut by year-end and a 54% chance of a hike before June 2026 — a hawkish path that has historically been hostile to risk assets including Bitcoin.
Wintermute says crypto positioning shifted in five sessions from "when cuts" to "whether hikes" — and last week's BTC breakout was leverage, not spot, leaving $76K–$78K as the line to hold.
Core CPI doubled to 0.4% in April and headline hit 3.8% — its fastest pace since May 2023 — flipping Fed-cut bets into a 35% chance of a 2026 rate hike.
CoinDesk
WatcherGuru
WuBlockchain
CryptoSlate
Benjamin Cowen
CoinTelegraph
Altcoin Daily