Crash at the New York Stock Exchange! The ICP inflation index at its highest plunges Wall Street, erasing 470 billion dollars of stocks. Between the fall of Google and the unexpected reaction of Bitcoin, it's a day of crisis on the markets.
The weakness of American consumers would normally have strengthened expectations of rate cuts and supported bitcoin. But the simultaneous rise in inflation expectations creates a less favorable scenario: a fragile economy without rapid monetary easing.
Bitcoin begins a decisive week around 80000 dollars. It simultaneously concentrates the average purchase price of corporate treasuries, significant coverage in the options market, and the last technical defense before a deeper decline zone.
The US dollar is returning to levels it hasn't seen in 18 months. The DXY hovers around 102.2 after starting from about 98.8 in early September. For crypto, the timing is bad: the United States will release their September CPI on October 14, just two weeks before the Fed's next decision. Bitcoin had resisted the dollar's rise in September. It must now do so again.
The United States Federal Reserve (Fed) proposed, on September 24, 2026, the repayment of stablecoins within two business days for the issuers it supervises. The project provides for exceptions and remains subject to consultation. Therefore, this deadline does not yet constitute an obligation applicable to all dollar stablecoins.
The 50, 100, and 200-day moving averages of bitcoin are about to regain a fully bullish alignment for the first time since June 2025. However, the signal is not yet confirmed and its history shows that it can precede both a strong rise and a quickly interrupted move.
Bitcoin approaches October with a particularly busy macroeconomic calendar in the United States. The Federal Reserve minutes, inflation figures, consumption, the rate decision, and growth data could change monetary expectations and cause strong fluctuations in the crypto market.
On October 2, bitcoin surpassed 86000 dollars. It also briefly approached 87100 dollars, supported by the recovery of ETF inflows and the liquidation of short positions. Then, the price retreated around 85400 dollars, indicating that the favorable start of October does not yet guarantee a sustained increase.
The crypto market is retracing a scenario recently observed during the previous monetary tightening cycle. After the Federal Reserve's first rate hike in more than three years, bitcoin is evolving in a configuration reminiscent of 2022. At that time, its decline preceded the March decision, followed by a temporary rebound and then a new drop. However, the market's maturity limits this comparison. The coming weeks will allow us to observe whether this historical parallel maintains a clear scope.
The crypto market enters a new phase of uncertainty as Goldman Sachs revises its monetary scenario. The American bank now forecasts a Fed rate hike next week, following stronger-than-expected core inflation in August. This change comes as bitcoin trades below $80,000. Investors have adjusted their expectations, with the probability of a hike now approaching 90%. The September decision could impact market reactions.
Over the past week, about 5.23 million BTC have been held by bitcoin whales. Their waiting precedes many decisions capable of moving the price out of its range between 77500 and 80000 dollars.
The question is not settled. The Federal Reserve decides on its rates on September 16, 2026, and the market is divided: the probability of a hike has fallen back to around 50%, after exceeding 60%, following more cautious remarks from a Fed governor. The European Central Bank could also raise its rates this month. As a result, bitcoin (BTC) drifts without direction: around $79,600 on September 7, just under $80,000, after a low of $76,700 on September 5 and a brief return above $80,000, according to CoinGecko.
Why do some buy bitcoin while others prefer to stay away? A study by the Cleveland Federal Reserve points less to age or income than to a harder-to-measure factor: what each person thinks about the future return of crypto. And a few figures on past performance can sometimes be enough to tip the undecided.
On July 29, 2026, the Fed froze its rates by keeping them unchanged between 3.50% and 3.75%. Between market relief and sharp criticism, find out why this decision could change everything for the crypto market.
The price of bitcoin climbs nearly 7% in a week, driven by inflation expectations in the United States. All the figures here.
The debate on the future of digital money takes a new turn in the United States. The US Senate has passed a bill blocking CBDCs until 2030, providing a new political advantage to Bitcoin and decentralization advocates. While Washington limits central bank digital currencies, Europe accelerates with the digital euro, revealing two opposing visions of the financial future.
Gold was supposed to shine under the bombs, silver was supposed to play the bodyguard. Failed: the Fed comes out with its club, markets sell everything, and bitcoin also takes a hit.
The week of June 1 marks a concrete shift in the regulation of stablecoins in the United States. Public consultation periods on the GENIUS Act are coming to an end. Meanwhile, the Senate reopens its work to unify the crypto legislative framework before summer. US employment figures could reshuffle the cards in the markets.
Kevin Warsh has just been appointed governor of the Federal Reserve after a close vote in the US Senate. This first step now opens the way for a decisive vote for his confirmation as head of the US central bank this week. Known for his open positions towards financial innovation and Bitcoin, Warsh is already attracting market attention, with some investors believing that his arrival could strengthen the favorable narrative for digital assets in a context of monetary and regulatory transition in the United States.
A seemingly minor technical reform could profoundly reshape dollar payments. In the United States, the idea of granting certain stablecoin issuers access to the Federal Reserve is disrupting the established balance between banks and fintechs. In this context, XRP is re-emerging with an unexpected promise: to become a key component in the circulation of monetary flows. Still hypothetical, this scenario fits into a broader transformation of the U.S. financial infrastructure.
Kevin Warsh moves closer to a key Senate hearing, but administrative blockages, political tensions, and an investigation targeting Jerome Powell slow his appointment to lead the Federal Reserve.
A secret meeting between the Fed and the Treasury, an AI model capable of hacking banking systems, and risks that could shake the global economy. Anthropic becomes an absolute security problem for regulators and banks.
Stablecoins are advancing rapidly in Washington. The Federal Reserve, however, refuses to sign a blank check. Michael Barr, member of the Fed's Board of Governors, warns against too light regulation of assets that could, in a crisis, threaten the stability of the entire financial system.
On March 30, 2026, the Fed reassured bond investors, but oil at $105 and geopolitical tensions erased 1.3 trillion dollars in the stock market. Stocks and cryptos collapse: why does this day mark a turning point for investors?
The crypto market reacts to the Fed's decision. Between hope for a rally and extreme fear, signals worry investors.
Bitcoin retreats at the worst moment. Just hours before the Federal Reserve's decision, stronger-than-expected U.S. inflation suddenly cooled the crypto market, reigniting doubts about a rapid monetary easing. This movement reveals an unavoidable reality: BTC evolves with the pace of macroeconomic indicators. Between inflationary pressure and expectations around the Fed, this sequence could well redefine the short-term market dynamics.
Bitcoin is again moving within an uncertainty zone around 70,000 dollars. Behind this apparent stability, markets watch a key factor: U.S. monetary policy. The latest economic data released in the United States have cooled expectations of a rapid rate cut by the Federal Reserve. Thus, the probabilities of easing as early as March have almost evaporated. In this context, the crypto market enters a wait-and-see phase. Between macroeconomic signals and key technical levels, analysts now try to anticipate Bitcoin's next direction.
Kraken has just crossed a historic milestone by becoming the first crypto platform to obtain a "Master Account" from the Fed. A revolution that could transform transactions, strengthen investor confidence, and accelerate the integration of cryptocurrencies into the traditional financial system.
The standoff over the succession at the head of the Federal Reserve intensifies. While a Republican senator blocks any progress as long as the investigation targeting Jerome Powell is not completed, the Treasury Secretary proposes a bold strategy: why not fight both battles at once? A political chess game that could redefine the Fed's future.
In Washington, Trump is plotting his revenge: a former hawk ready to embrace Bitcoin and bring the Fed back into line, while Powell counts down the hours.