#WallerEyesAugCPI

Crypto rises, semiconductors fall policy drives both. Fed Governor Waller’s dovish comments reduced Fed hike odds from 63% to 60%, supporting BTC and major crypto. Meanwhile, potential U.S. semiconductor tariffs pressured $SNDK , $MU , $XQCOM and the broader chip sector. #WallerEyesAugCPI #BTCGoldRatioHigh #OKXOutcomeLeagueFOMC

Why did US stocks, bonds, gold, silver, Bitcoin and Ethereum suddenly pump at the same time? It’s not random — the Fed just gave the market a reason to breathe. The probability of a rate hike at the September 16 Fed meeting dropped from nearly 70% yesterday to just over 50%. So what changed? Fed Governor Chris Waller basically sent a more dovish message.#WallerEyesAugCPI #BTCGoldRatioHigh #OKXOutcomeLeagueFOMC

🚨 Why did US stocks, bonds, gold, silver, Bitcoin and Ethereum suddenly pump at the same time? It’s not random — the Fed just gave the market a reason to breathe. The probability of a rate hike at the September 16 Fed meeting dropped from nearly 70% yesterday to just over 50%. So what changed? Fed Governor Chris Waller basically sent a more dovish message.#WallerEyesAugCPI #BTCGoldRatioHigh #OKXOutcomeLeagueFOMC

#WallerEyesAugCPI Waller’s latest comments make the September decision feel more conditional than the market was pricing a few days ago 👀 He said he favors holding if August inflation continues to improve, but could support a hike if the data comes in strong. Next week’s CPI and PPI will be central to that call, while he described the labor market as satisfactory. Jobless claims came in at 206K, close to expectations and still within this year’s familiar range. Meanwhile, CME odds of a 25bp hike fell to 50.2% from above 70%, as Treasury yields slipped and the dollar weakened 📉 To me, that shift shows how little conviction the market currently has. Expectations are moving sharply even though the underlying data has changed only gradually. Tonight’s payroll report should add another clue—but inflation still looks like the final test before the September meeting.

$BTC traders have a new number to watch: US jobs. Fed Governor Waller says he could support holding rates in September if inflation keeps cooling, while a hotter inflation print could still trigger a hike. Now all eyes are on August payrolls. A weak jobs report could push hike expectations lower and support risk assets. A strong print could revive the hawkish case. **BTC bullish or bearish after the data? 👀** #WallerEyesAugCPI

The probability of a rate hike in September continues to rise After the Jackson Hole speech, the probability of a rate hike in September surged directly from 35% to nearly 60%-66%. The latest CME FedWatch data shows the probability of a rate hike has reached 66.1%. The non-farm payroll data this Friday (September 4) will be a key catalyst—if employment exceeds expectations, the rate hike expectation will be confirmed, and the market may take another hit. $BTC $ETH $SOL #Robinhood

US August ISM manufacturing PMI fell to 54.6 from 55.6 in July, still above 50. July JOLTS openings were 7.27M, below the 7.31M consensus but up from June's revised 7.18M. The data are mixed: factory momentum slowed, but labor demand has not collapsed. CME pricing puts the chance of a 25bp September hike near 66%-66.9%. August payrolls arrive Sep 4 at 12:30 UTC. For BTC and equities, the key is whether the report reprices the dollar, Treasury yields and risk appetite.#NFPTestsSeptHikeOdds

BREAKING: Commerce Secretary Lutnick expects US rates to hold steady and begin falling within 6 months. $BTC

🚨 Why did US stocks, bonds, gold, silver, Bitcoin and Ethereum suddenly pump at the same time? It’s not random — the Fed just gave the market a reason to breathe. The probability of a rate hike at the September 16 Fed meeting dropped from nearly 70% yesterday to just over 50%. So what changed? Fed Governor Chris Waller basically sent a more dovish message.#WallerEyesAugCPI #BTCGoldRatioHigh #OKXOutcomeLeagueFOMC