Monetary Policy

The Strait of Hormuz, the world’s most important energy transportation chokepoint, has once again become the center of a storm in global financial markets. On Monday, U.S.-Iran negotiations over reopening the strait reached an impasse after the Trump administration demanded compensation from Iran. International oil prices then skyrocketed, with WTI 原油 rising 4.16% to $81.71 per barrel, according to Gate market data, while 布伦特原油 broke above $86.80 per barrel, marking four consecutive gains. {curr

Aug. 11, Bitcoin fell back to around $64,000. Strategy (NASDAQ: MSTR) stock drew market attention after the company announced at the start of the week that it had sold 1,690 BTC for approximately $109 million, using the proceeds to repurchase its preferred stock rather than expand its Bitcoin holdings. MSTR opened down 1.5% but quickly rebounded to $100. This was the company’s second sale this month. Strategy Sells 1,690 BTC, Redirecting Proceeds to Preferred Stock Repurchases According to a Str

Bitcoin traders in 2026 are assessing macroeconomic factors as the primary drivers of price action, marking a fundamental shift from traditional on-chain metrics. Approximately 17.9% of all Bitcoin holdings are now attributed to publicly traded companies, private firms, ETFs, and sovereign

In 2026, Bitcoin traders are increasingly pivoting away from on-chain metrics and halving cycle analysis toward macroeconomic indicators such as CPI prints and Federal Reserve statements. This shift reflects the growing scale of institutional participation, with approximately 17.9% of all Bitcoin

U.S. spot Bitcoin ETFs recorded $853.54 million in net inflows for the week ended August 7, the largest weekly total since mid-April, according to data from SoSoValue. BlackRock's IBIT accounted for $693 million of that sum, representing roughly 81% of all category inflows. The surge followed a

SharpLink CEO Joseph Chalom warned against EIP-8363 on Friday, August 7, criticizing the Ethereum proposal to burn validator rewards as staking ratios rise. The proposal would gradually burn rewards over 18 months, reaching 100% once staked ETH hits 60.25 million. Chalom argued

Wells Fargo chief economist Tom Porcelli expects the Federal Reserve to hold its benchmark rate at 3.50% to 3.75% through 2026, challenging a hawkish turn across Wall Street where several major banks now

According to Wells Fargo chief economist Tom Porcelli in a CNBC interview, he opposes market expectations for Federal Reserve rate hikes in 2026, expecting the central bank to hold rates through the year. Porcelli argued that current inflation stems from tariffs and energy—both supply shocks the Fed

International Monetary Fund First Deputy Managing Director Dan Katz said Friday that domestic-currency stablecoins designed to reduce reliance on dollar-backed tokens could instead facilitate easier movement into digital dollars. Speaking at the University of Cape Town, Katz explained that once

On August 7, data released by the U.S. Bureau of Labor Statistics completely overturned market expectations. July nonfarm payrolls fell by 23k, sharply deviating from the market expectation of an increase of 80k and coming in below the lower bound of every economist’s forecast range—the weakest performance since 2026. Meanwhile, May and June nonfarm payrolls were revised down by a combined 103k jobs: May was revised from +129k to +63k, and June from +57k to +20k. The deterioration in employment

According to Novaque Research, Bitcoin fell 0.2% during Asian trading on August 7, settling at $64,253.50. Cooling expectations for Federal Reserve rate cuts and persistent concerns over U.S. inflation continue to weigh on cryptocurrency demand, the analyst

On August 7, 2026, Beijing time, financial markets are simultaneously at the intersection of two major variables. The first variable comes from the U.S. labor market. The July NFP employment data due to be released tonight, Beijing time, is widely regarded by the market as a key basis for assessing the Federal Reserve’s next policy path—whether the U.S. economy is continuing to cool, whether the Fed has room to cut rates, and whether dollar liquidity will improve will all be reflected in the dat

Bitcoin fell to $64,312 on August 7, mainly due to stronger-than-expected U.S. employment data, which fueled expectations of an interest rate hike. The U.S. Department of Labor announced that initial jobless claims for the week ending August 1 totaled 199k, below economists’ forecast of 204k. CME FedWatch data showed that traders saw a 54.71% chance of a 25-bps rate hike in September. U.S. Initial Jobless Claims and Key Macroeconomic Indicators Based on the latest data from the U.S. Department o

According to BlockBeats, on August 6, U.S. Federal Reserve officials signaled a more hawkish stance despite July ADP employment gains of only 44,000. Officials including Kashkari, Cook, and Daley emphasized they would not rule out further rate hikes if inflation fails to improve consistently, signal

Bitcoin edged up to $64,640 on Aug. 6. Santiment’s latest data shows that the number of active Bitcoin wallets surged to 712k last week, while the number of whale transactions worth more than $100k each reached 61,800. Santiment said the surge in activity was related to a vulnerability in Coldcard hardware wallets, with the loss of 2,055 BTC prompting investors to withdraw funds and strengthen their custody strategies. Key Bitcoin On-Chain Metrics at a Glance According to the latest data from Sa