KoinlyticsMACRO news
Bitcoin Lost $64K Before the CPI Print and Ether Fell Harder
Bitcoin slipped to $63,921 on August 11, down 1.59% in 24 hours, while Ethereum dropped 2.83% to $1,873. The 10-year Treasury yield climbed toward 4.7% alongside oil, and traders cut risk ahead of Wednesday's inflation data.
Wednesday's CPI Print Decides Whether August's Crypto Rally Was Real
July CPI lands August 12 at 8:30 a.m. Eastern. Consensus expects headline at 3.4% year over year, easing from 3.5%, with core at 2.5% from 2.6%, the lowest since January. Both would be the lowest readings of the year and would extend the rate relief that started this rally.
The US Shed 23,000 Jobs, Bitcoin Went Up, and September Hike Odds Fell to 44%
July nonfarm payrolls fell 23,000 against a forecast of plus 80,000, the first drop in months. Wage growth slowed to 3.2% year over year, the weakest since May 2021. Odds of a September Fed hike dropped to 44% and Bitcoin pushed above $65,000.
Brent Jumped to $81 on Hormuz Doubts and Crypto Barely Moved. That Is the Signal.
Brent crude gained 2.2% to $81.22 as traders doubted the Iran-Oman talks would reopen Hormuz flows, while attacks on tankers renewed supply fear. Bitcoin held near $64,500 and Ethereum added 1.9%. The correlation that dominated 2025 is not showing up.
Bitcoin Holds $64K With Fear at 27 While Two Macro Events Decide the Rest of the Week
Bitcoin traded at $64,037 on August 5, up 0.98% on the day, with total crypto market cap at $2.27 trillion and the Fear and Greed Index at 27. Two things are driving positioning: Strait of Hormuz negotiations that could resolve within days, and Friday's July jobs report.
Fed's 9-3 hawkish split pushes Bitcoin to test $63K as September hike odds jump to 61%
Bitcoin trades near $63,000 on Aug 3 after the Fed's 9-3 rate hold triggered a hawkish repricing, lifting September hike odds to 61.4% and pulling $265M out of spot BTC ETFs on July 31.
Bitcoin Holds $60K as Treasury Yields Hit 19-Year High and ETFs Extend Inflow Streak
BTC stabilized above $60,000 on Aug 2, 2026 as spot ETFs added $132M across four sessions, while the 30-year Treasury yield reached 5.274% and Fed policy stayed on hold.
Three Fed Dissents, One Rate Hold, and a $32.1M Bitcoin ETF Flip on the Same Day
The FOMC kept rates at 3.50% to 3.75% on July 29 in a 9-3 vote, the first triple hawkish dissent since 2016, and by July 31 spot Bitcoin ETFs had booked $32.1 million of net inflows.
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