Key Highlights: Bitcoin surged past $87,000 before a slight correction, rallying more than 35% since mid-August amid surging demand for the “debasement trade.” U.S. Treasury debt buyback operations targeting 10- and 20-year notes have tripled in size to support bond market liquidity and ease borrowing pressures. Cooling labor metrics—highlighted by September payrolls adding just 29,000 ...
Key Highlights: A weaker-than-expected September U.S. jobs report added just 29,000 positions, slashing market expectations for an October Federal Reserve interest rate hike from 64% to between 16% and 22%. Bitcoin trades approximately 8% above its early September dip, bolstered by $189.84 million in daily spot ETF net inflows and dual bullish golden crosses on ...
Key Highlights: Bitcoin printed its highest weekly close since late January at $86,532 on Bitstamp, but bulls face immediate resistance at the 2026 yearly open of $87,570. United States Treasury yields linger near 24-year peaks following elevated prints of 5.34% for the 10-year and 5.69% for the 30-year, keeping broader macroeconomic pressure on risk assets. ...
Key Highlights: A widely circulated market analysis on X warns that elevated Treasury yields and rising U.S. debt costs could constrain global liquidity. The theoretical chain reaction outlines forced selling across equities, bonds, silver, and Bitcoin as investors liquidate accessible assets. Despite warnings drawing parallels to monetary dilemmas in Japan, the circulating forecast of a ...
Key Highlights: Analyst Gambardello argues that Bitcoin’s previous record high was not the “true crypto bull market,” predicting a much stronger cycle as broader macroeconomic expansion accelerates. The altcoin market’s extended sideways action throughout 2026 reflects cryptocurrency’s position at the extreme end of the risk curve, lagging behind indicators like the copper-gold ratio and the ...
Key Highlights Federal Reserve Vice Chairman Philip Jefferson said inflation has remained high for an extended period and could become persistent. Jefferson said future interest-rate decisions should be guided by economic data, changes in the outlook and the balance of risks. Rising energy prices, strong AI investment growth, tariffs and higher US Treasury yields are ...
Key Highlights: Goldman Sachs moved its forecast for the Federal Reserve’s next interest rate hike from October to December. August core PCE inflation slowed to 3.0% year on year, below the 3.3% market forecast. Strong US consumer spending could keep pressure on the Federal Reserve despite softer inflation data. Goldman Sachs Delays Federal Reserve Rate ...
Key Highlights: Bitcoin fell after briefly rising above $87,000 and is now trading near $83,000. New York Fed President John Williams said there is “no need to rush” into another monetary policy step. Market-implied expectations for an October Fed rate hike dropped from about 70% to below 50% as investors assessed the latest PCE data. ...
Key Highlights Federal Reserve Board Governor Michael Barr said the Fed may need to raise interest rates further. The goal is to bring inflation down to the Federal Reserve’s 2% target. Crypto traders have reduced their bets on a possible October rate hike, which would be the second increase this year. Michael Barr Says Further ...
Key Highlights The Federal Reserve Board proposed two rules on September 24 to implement the GENIUS Act, requiring payment stablecoin issuers to fully back tokens with permissible reserve assets and meet new capital and risk-management standards. The first proposal mandates full reserve backing using short-term Treasury bills and other high-quality liquid assets, while the second ...
Key Highlights The Federal Reserve proposed two rules on Thursday to establish oversight for payment stablecoin issuers under the GENIUS Act, opening a 60-day public comment period. The first proposal mandates full backing of stablecoins with approved reserve assets such as short-term U.S. Treasury bills and sets capital requirements for credit and operational risks. The ...
Key Highlights The Federal Reserve proposed two rule sets on September 24 establishing operational standards for payment stablecoin issuers and banks under the GENIUS Act, including full reserve backing and capital requirements. Fed-supervised stablecoin issuers must hold qualifying reserve assets such as short-term U.S. Treasury bills to back all outstanding tokens, plus maintain capital buffers ...