The dollar's firmness reflects the same repricing driving everything else. CME FedWatch puts September hike odds at roughly 66-68%, up from about 36-40% before Chair Kevin Warsh's Jackson Hole address, where he argued policy may not yet be restrictive enough.

Warsh specifically flagged commodity prices as bearing watching for upside inflation risk — which is exactly what WTI at $90 and a 9% weekly gain represent.
ADP private payrolls came in at 38,000 Tuesday, the smallest gain since January and below the 48,000 expected. Friday's official August jobs report is the variable that decides whether the dollar extends from trendline support or reverses off it, and Bitcoin's relative strength holds or gets tested directly.#GateEventContractTradeSharingChallenge