Monetary Policy

GSR, a prominent crypto market maker, attributes Bitcoin's sluggish momentum this year to capital rotating into artificial intelligence infrastructure rather than crypto-specific factors. Spencer Hallarn, Head of Markets at GSR, said in a recent interview that the slowdown gripping digital assets is

BitMEX founder Arthur Hayes analyzed in his latest article, “Yen Earthquake,” that U.S. Treasury Secretary Scott Bessent is planning a measure aimed at strengthening the yen. The core idea is for Japan to pledge U.S. Treasuries through the FIMA repo facility to borrow dollars from the Fed rather than sell Treasuries. Hayes believes this would force the Fed to expand its balance sheet. Hayes’s Three Proposals for Strengthening the Yen and Their Respective Risks (Source: Substack) According to Hay

Bitcoin traded around $63,700 on August 12, remaining trapped in the $62,000–$66,000 sideways range for more than five weeks. Wincent executive Paul Howard noted that steady ETF inflows are being offset by over-the-counter selling from miners and Strategy (MSTR), while cryptocurrency trading volume has fallen to its lowest level in three years. Bitcoin Trapped in the $62,000–$66,000 Range (Source: SoSoValue) According to analysis by Paul Howard of Wincent, Bitcoin’s recent price action is being

From 15:30 to 15:45 on August 11, 2026 (UTC), BTC fell 0.48% over the short term, with its price declining from 63,860 USDT to 63,448.7 USDT and an Ampl of 0.64%. Market trading was subdued, with the overall pullback occurring on low volume. The core drivers of this move were the combination of rising geopolitical risks and macroeconomic policy uncertainty. The deadlock in the U.S.-Iran conflict continued, with the issue surrounding the Strait of Hormuz remaining unresolved. Iran proposed six ne

Bitcoin recovered above the psychologically significant $65,000 level on August 8, marking its first breach of this resistance since July 31, according to multiple data sources. The rally was driven by a sharp miss in U.S. nonfarm payrolls (NFP), which fell by 23,000 in July versus consensus

US labor markets posted a loss of 23,000 nonfarm payroll jobs in July as of 08/07 23:03 KST (10:03 EDT), falling sharply below expectations of an 83,000 to 95,000 job increase. The probability of a September Federal Reserve rate hike dropped from 57% to 43.9% following the employment report

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