Macro and traditional finance
BOJ chief doesn't rule out continuous rate hikes to curb inflation
Why it matters: Accelerating normalization of BOJ policy increases volatility in the yen and global rates, pressuring risk assets including crypto.
Hong Kong plans to launch wholesale CBDC for interbank settlements by year-end
Why it matters: Hong Kong is accelerating the integration of tokenized assets into banking infrastructure, which could boost institutional demand for blockchain-based settlement in Asia.
Fed and Bank of Japan hike rates, pressuring crypto market
Why it matters: Tightening by the two largest central banks reduces global liquidity, weighing on bitcoin and altcoins in the short term.
Charles Schwab recommends commodities over bonds, bitcoin in focus
Why it matters: A major broker with $13.4 trillion in assets is shifting its emphasis to commodities, which could boost interest in bitcoin as an alternative to bonds.
Bank of Spain chief: digital euro limits could be revisited if deposits flee
Why it matters: The digital euro could reshape the structure of bank deposits in the EU and intensify competition with private crypto assets.
Bank of England holds rate at 3.75% as Fed hikes to 4%
Why it matters: The divergence between the Fed and the Bank of England heightens volatility in the dollar and risk assets, including bitcoin, amid uncertainty over the rate path.
Bitcoin returns to $77,000 after Bank of Japan rate hike and oil pullback
Why it matters: Easing oil and bond pressure has revived risk appetite, but a hawkish FOMC and the CLARITY Act's failure cap BTC's upside.
iCapital: 10-year US Treasury yields seen in 4.5-5.3% range
Why it matters: Rising US Treasury yields increase pressure on bitcoin and risk assets, capping crypto market upside.
Bank of Japan Hikes Rate by 25 bps; Bitcoin Rises Against the Yen
Why it matters: The Bank of Japan's tightening adds volatility to currency markets and affects carry trades, with knock-on effects for crypto.
China cuts US Treasury holdings to $618B, lowest since 2008
Why it matters: Falling demand from the largest holder of US Treasuries weakens the dollar and supports the bitcoin narrative as an alternative reserve asset.
WSJ: Trump and Warsh kept rate-hike truce, but it may not survive a second one
Why it matters: Political pressure on the Fed affects rate expectations, and therefore bitcoin and risk assets.
Fed dot plot hints at possible rate hike next year
Why it matters: The Fed's continued hawkish stance weighs on risk assets, including crypto, and reduces expectations of near-term policy easing.
Macro pressures crypto: 10-year US yield above 5%, bitcoin at $70K
Why it matters: Rising yields and a stronger dollar tighten liquidity: a break below the $70K short-term holder base could intensify liquidations and seller pressure.
Santiment: the main risk for bitcoin is not the current rate but uncertainty over the next hike
Why it matters: Uncertainty over the Fed rate is holding back risk appetite, which limits gains in bitcoin and the crypto market.
Grayscale: 25 bps Fed rate hike will not significantly impact crypto market
Why it matters: Higher rates boost stablecoin issuers' revenues, which could increase interest in USDC and USDT amid market uncertainty.
Aksakov: digital ruble will remain voluntary, no total control
Why it matters: The clarifications reduce uncertainty around CBDC rollout in Russia but do not change scaling plans from September 2026.
BlackRock: Fed rate hike may not curb inflation in energy, healthcare and education
Why it matters: The signal that Fed tightening may not fully curb inflation sustains rate uncertainty and weighs on risk assets, including crypto.
Bitcoin rebounds as markets brace for the Fed's next move
Why it matters: Further Fed policy will determine the direction of bitcoin and the broader crypto market in the coming weeks.
Wall Street expects another Fed rate hike after hawkish FOMC
Why it matters: The prospect of additional Fed tightening weighs on risk assets, including bitcoin and the crypto market.
Warsh Chooses Market Stability Over Trump's Demands
Why it matters: The unanimous decision signals Fed independence under Warsh, reducing the risk of political pressure on rates, but tightening weighs on crypto and risk assets.