Strong US Jobs Data Knocks Bitcoin Below $80,000 US nonfarm payrolls rose by 162,000 in August, far above the 56,000 consensus, while the unemployment rate held at 4.1%. Bitcoin fell about 2% to trade near $79,600 as the print lifted odds of a Federal Reserve rate hike at the upcoming September meeting. Treasury yields rose, … Read more
Bitcoin Reclaims $81,000 on Waller Comments and Short Squeeze Bitcoin surged as much as 5–6% over 24 hours, briefly topping $82,000—the highest since May—before consolidating near $81,000–$81,200. The move followed Federal Reserve Governor Christopher Waller’s remarks that he would support holding rates steady at the mid-September FOMC meeting if inflation data continues to cool. Rate-hike … Read more
US-Iran Strikes Push Oil Above $93, Weigh on Bitcoin and Bonds US forces conducted fresh strikes on Iranian military targets near the Strait of Hormuz on September 1-2, targeting air defenses, radar, maritime assets and mine-laying capabilities after Iranian attempts on shipping and a US base. Iran retaliated with missiles and drones against US positions … Read more
Bitcoin Holds Amid $90 Oil and Yield Spike from Iran Escalation Bitcoin traded choppily between roughly $76,000 and $80,000 over the past day, showing relative resilience as WTI crude topped $90 (up nearly 9% on the week) and Brent approached $96 following renewed U.S.-Iran strikes. U.S. forces hit Iranian military targets near the Strait of … Read more
Oil Climbs Past $91 on Renewed US-Iran Clashes Brent crude rose above $91 a barrel and WTI topped $86 as the US and Iran exchanged strikes for the first time in roughly a month near the Strait of Hormuz. US forces hit Iranian rocket launchers on Larak Island; Iran responded with missiles toward bases in … Read more
Fed Chair Warsh Signals Possible Rate Hikes Fed Chair Kevin Warsh delivered a hawkish Jackson Hole speech stating inflation remains insufficiently contained, financial conditions are not restrictive, and the Fed “has work to do” if underlying prices fail to move clearly toward the 2% target. Markets quickly repriced, lifting the probability of a September rate … Read more
Fed Chair Warsh Signals Hawkish Stance at Jackson Hole Fed Chair Kevin Warsh delivered a hawkish keynote at the Kansas City Fed’s Jackson Hole symposium, stating the central bank has “work to do” on inflation and that its predominant focus must remain the 2% target after 65 months of elevated prices. Traders immediately raised September … Read more
Bitcoin Tests $80,000 Supply Wall Amid ETF Inflow Streak Bitcoin traded near $79,000–$81,000 on August 27–28, testing its densest realized-price supply cluster after a roughly 23% seven-day gain from mid-August lows near $62,000. Glassnode data show nearly 8% of supply concentrated between $80,000 and $82,000, with about 5% at the $80,000 level alone—the largest single-price … Read more
Bitcoin Reclaims $80,000 After Pause as ETF Inflows Hit Eight Days Bitcoin briefly topped $81,000 earlier in the week before profit-taking pushed it toward $78,000–$79,000, then recovered above $80,000 on Thursday. U.S. spot Bitcoin ETFs recorded an eighth straight day of net inflows, adding roughly $232 million on Wednesday for a streak total near $2.8 … Read more
Bitcoin Holds Near $79,000 After Surge to $80K as Options Expiry and Macro Data Loom Bitcoin eased to around $79,000 on August 26 after briefly topping $80,000–$81,000, locking in a roughly 23–25% weekly gain from levels near $62,000–$68,000. The move was fueled by U.S. Treasury plans to at least double long-dated bond buybacks, which pulled … Read more