Macro and traditional finance
White House softens rhetoric on possible Fed rate hike
Why it matters: The White House's tone reduces political pressure on the Fed, but the market still expects a rate hike — a key macro trigger for crypto.
Bitcoin holds near $76,000 ahead of Fed decision, gold below $4,300
Why it matters: The FOMC outcome will set the direction for risk assets: a break above $81,700 would confirm a new BTC bull cycle, while a rejection would keep the market range-bound.
Three Fed scenarios that will move bitcoin and XRP on Wednesday
Why it matters: Warsh's tone on further steps will determine the direction of BTC and XRP for weeks ahead.
Trump respects Fed decision as bitcoin falls below $76,000
Why it matters: A rate hike would reduce liquidity and dampen demand for risk assets, adding pressure on bitcoin and altcoins.
US national debt tops $40T: investors shift to bitcoin and gold
Why it matters: Rising debt and a weak dollar strengthen bitcoin's hedge narrative, but its high beta keeps the risk of deeper drawdowns during sell-offs.
Fed: Market Awaits Not Just a Rate Hike but Warsh's Dot Plot
Why it matters: Warsh's hawkish rhetoric and the number of hikes in the dot plot will determine yields and risk appetite, including for bitcoin and crypto stocks.
Trump Won't Interfere in Fed Rate Decision as Market Eyes 25 bps Hike
Why it matters: A rate hike reduces risk appetite and weighs on crypto; the outcome of the CLARITY Act vote will shape US market regulation.
Wall Street banks expect Fed rate hike in September, up to 75 bps over the year
Why it matters: Tighter Fed policy weighs on liquidity and risk assets, including bitcoin and the crypto market.
Major banks expect a 25 bps Fed rate hike on Wednesday
Why it matters: A rate hike is largely priced in, but a surprise could trigger a new wave of liquidations in crypto.
Belarus prepares digital ruble law
Why it matters: It expands the digital currency contour in the CIS and could speed up cross-border settlements, but has no direct impact on the crypto market for now.
Fed Chair Warsh calls AI a new factor of production, gives no rate signals
Why it matters: The Fed's hawkish tone weighs on risk assets: rising odds of a rate hike could increase volatility in bitcoin and crypto stocks.
Fed expected to raise rates to 3.75–4.00% at September meeting
Why it matters: Fed tightening pressures risk assets, including bitcoin and the crypto market, raising volatility.
US 10-year Treasury yield tops 5% for first time since 2007
Why it matters: Rising US government bond yields increase pressure on bitcoin and risk assets by raising the alternative return on risk-free investments.
Dow, Nasdaq and S&P 500 open lower ahead of Fed decision
Why it matters: Treasury yields rising above 5% increase pressure on risk assets, including bitcoin and crypto stocks.
21Shares: Bitcoin energy debate lacks needed context
Why it matters: Energy consumption arguments remain a key point for Bitcoin critics, and such data could ease regulatory pressure.
Hassett: Trump and I respect any Fed rate decision on September 16
Why it matters: A signal of White House non-interference in Fed policy reduces the risk of political pressure on rates ahead of the meeting.
BIS: Bitcoin Transaction Volume Can Vary Up to 6x Depending on Counting Method
Why it matters: On-chain metrics relied upon by traders and analysts may distort actual network and stablecoin activity, leading to erroneous conclusions about demand.
Fed Expected to Hike Rates at Wednesday Meeting Under Kevin Warsh
Why it matters: Fed tightening pressures risk assets including bitcoin; the market awaits an updated dot plot and signals on the future path.
Bitcoin holds near $77–79K despite $107 oil and 5% US Treasury yields
Why it matters: The market has already priced in a Fed rate hike; the key question is whether it will be a one-off move or the start of a tightening cycle, which will determine Bitcoin's further trajectory.
Bessent to testify before House Financial Services Committee
Why it matters: Bessent's tone on the deficit and rates will shape yield moves and risk appetite, including for bitcoin and crypto assets.