Read macro-driven crypto news linking Bitcoin and digital assets to rates, inflation, liquidity, geopolitics, and global markets.
Bitcoin is holding near key on-chain thresholds as CPI, the Fed, BOJ policy and Hormuz risks test the assumptions already embedded in rates, oil and market positioning.
The Sept. 10 operation triples the prior limit, but accepted purchases and funding conditions will matter more than capacity alone.
Brent’s surge is driving Treasury yields higher, yet BTC is still holding near $79,000 ahead of Friday’s CPI report.
Bitcoin faces a fresh liquidity test as the surging yen forces carry trades to unwind ahead of the BOJ decision.
Bitcoin and the S&P 500 are showing their lowest correlation in a decade by one measure, even as their daily losses continue to overlap.
The ECB may strengthen the euro and weaken DXY, but elevated real yields and tight credit could leave BTC’s funding backdrop unchanged.
Brent touched $99.46 after reported Saudi energy disruptions, while Friday's CPI measures August prices.
UBS now expects two Fed rate hikes this year, extending Bitcoin’s macro headwind through December.
The Fed and Treasury are approaching the bond market with very different problems, and Bitcoin ultimately feels both of them.
