2bitCrypto

The bond market just overruled the “soft data = easy Fed = risk-on” trade.
Today’s biggest move wasn’t Bitcoin.
It was global yields.
The US 30Y briefly hit 5.32% — its highest since 2007 — while the 10Y held around 4.71%. Japan’s 10Y approached 3%, and Germany’s 10Y Bund reached a 15-year high.
That hit equities hard.
Nasdaq -1.06%
S&P 500 -0.49%
Dow -0.12%
Semiconductors were crushed, with the Philadelphia Semiconductor Index down 5.4%. Europe’s STOXX 600 fell 0.69% to a two-week low.
Why are yields rising when recent US CPI, PPI, jobs and retail data have softened?
Oil + fiscal risk + globa

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THE U.S. JUST MOVED STABLECOINS FROM LEGISLATION INTO IMPLEMENTATION.
Today, August 17, the U.S. Treasury formally issued its proposed rules for implementing the GENIUS Act — the federal framework governing payment #Stablecoins.
This matters because Washington is no longer debating whether stablecoins need rules.
It is now writing the rules businesses will actually operate under.
From January 18, 2027, issuers generally won't be able to issue payment stablecoins in the U.S. without the appropriate federal or state licence.
Foreign stablecoins face another major hurdle: digital-asset platforms

The dollar is weakening, Fed-hike risk is fading and global equities are rising — but oil is stopping this from becoming a clean liquidity trade.
Asian markets opened the week higher: MSCI Asia-Pacific ex-Japan +0.5%, Chinese blue chips +0.8%, Hang Seng +1.6% and Nikkei +0.3%. S&P futures are +0.1%, Nasdaq futures +0.3% and Euro Stoxx 50 futures +0.3%.
The bigger move is underneath.
Markets now price only around a 30% probability of a September Fed hike, down from roughly 50% a week ago after weaker retail sales, softer sentiment and cooling inflation. The US 2Y has eased to about 4.15%, the

Retail traders are panic selling hedera-hashgraph:native over the $0.065 support break and ETF FUD.
We reveal exactly what @BlackRock and @Fidelity are doing on the @hedera network right now through @ArchaxEx , and why their tokenized money market funds require massive, continuous on-chain liquidity.
The smart money isn't leaving—they are building the real-time settlement rails for traditional finance.
Find out whats really happening below 👇👇

Sunday gave us one useful piece of price discovery before the global reopen:
Middle East markets rose even though the Hormuz problem did NOT improve.
Saudi Arabia gained 0.9%, Qatar +0.2% and Egypt +1.1% today, despite US-Iran talks remaining stalled and tanker traffic through the Strait still severely disrupted. Saudi Aramco gained 1%.
Friday left the wider backdrop mixed: the S&P 500 closed -0.17%, Nasdaq -0.28% and Europe’s STOXX 600 -0.21%, while Japan’s Nikkei gained 0.59%.
The #Bitcoin setup for the next open is therefore unusual.
US data weakened last week → dollar softened → September

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With US markets closed for the weekend, Friday’s close is the reference point: S&P 500 -0.17%, Nasdaq -0.28%, Dow -0.20%. Asia-Pacific ex-Japan finished +0.29%, Japan’s Nikkei +0.59%, while Europe’s STOXX 600 lost 0.2%.
The important move was underneath equities.
US retail sales unexpectedly fell 0.6% in July, consumer sentiment dropped to 51.0, and that joined softer jobs and inflation data in strengthening expectations that the Fed stays on hold in September.
But the 10Y still finished around 4.69%.
Why?
Oil.
Brent settled at $88.52, up about 5.9% for the week, as Strait of Hormuz shipping

🚨 CRYPTO JUST MOVED FROM THE TRADING SCREEN TO THE CHECKOUT.
PayPal now lets eligible US merchants accept payments from global buyers using roughly 100 cryptocurrencies — including BTC, ETH, XRP, XLM, HBAR and XDC. (PayPal Developer)
The important part?
Merchants don’t need to become crypto traders.
The customer pays in crypto → PayPal handles conversion → the merchant receives settlement in their local currency.
Refunds can be issued in PYUSD. (PayPal Developer)
That removes one of the biggest barriers to real-world #Crypto adoption:
merchant exposure to crypto volatility.
And PayPal says th