Topic: #macro
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US semiconductor imports hit record $15.4 billion in August, Crypto Briefing reports
US chip imports rose $2.4 billion to a record $15.4 billion in August, according to Crypto Briefing, which tied the jump to AI data center build-outs as the US trade deficit widened to $105.6 billion.
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China orders national blockchain network in 19-measure policy directive
China's Central Committee and State Council issued a directive on October 9 ordering a national blockchain network that builds on the token-free BSN and extends digital yuan capabilities, Crypto Briefing reported.
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Fed minutes show officials split on what would rule out another rate hike
Minutes released Oct. 7 show Fed officials raised rates to 3.75%-4% unanimously in September. Most expected another hike by year-end but didn't agree on conditions that would rule one out.
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Bitcoin holds near $82,600 after Trump says no Iran strike before midterms
Bitcoin held near $82,600 after President Trump said he wouldn't strike Iran before the U.S. midterms, CoinDesk reported, as ether slipped 2% and bearish traders faced liquidation pressure.
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Bitcoin slips below $81,000 while futures price 85% odds of a Fed hike by December
Bitcoin fell below $81,000 on Oct. 8, touching about $80,800, as futures pricing cited by Fed Governor Waller put an 85% chance on a hike by December and CoinGlass logged over $1 billion in liquidations.
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WTO lifts 2026 trade growth forecast to 3.9% as AI hardware drives demand
The WTO raised its 2026 merchandise trade growth forecast to 3.9% from 1.9% in its October 8 outlook, with AI-enabling goods making up nearly 47% of growth, Crypto Briefing reported.
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Bitcoin gained 84% since January 2024 as 10-year Treasury yields rose, CryptoSlate finds
Bitcoin rose 84.2% from Jan. 10, 2024, through Oct. 5, 2026, while 10-year nominal and real Treasury yields climbed, according to a CryptoSlate analysis that found weak daily links between the two.
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Bitcoin drops as much as 3.2% as Brent tops $101 and 30-year yield hits 5.70%
Bitcoin fell as much as 3.2% to a low of $82,776.30 before trading at $83,178.54, according to Decrypt, as Brent crude topped $101, the 30-year Treasury yield hit its highest since 2002 and about $969 million in crypto positions were liquidated.
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Ray Dalio says AI market nears bubble burst point as debt costs rise
Bridgewater founder Ray Dalio told Bloomberg Television on October 6 that the AI market shows classic bubble signs, citing hyperscalers' growing reliance on debt as borrowing costs climb.
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Raoul Pal says pauses in AI stocks let capital rotate into crypto
Real Vision founder Raoul Pal told Cointelegraph's Trade Secrets that pauses in the AI stock trade have let capital rotate into crypto, and that AI agents could push more activity to Ethereum and Solana.
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Bond market's MOVE Index nears March high as bitcoin volatility stays muted
The MOVE Index, the bond market's version of the VIX, was hovering around 116 near its March high, CoinDesk reported, while bitcoin's BVIV and the S&P 500's VIX sat near year-to-date lows.
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Bitcoin slips to $85,600 after third rejection at $87,000 since Sept. 23
Bitcoin fell 1.2% to about $85,600 after sellers turned it back from $87,000 for the third time since Sept. 23, even as the Nasdaq 100 closed at a record, according to CoinDesk.
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U.S. dollar index hits 18-month high near 102.5 as bitcoin holds around $86,000
The U.S. Dollar Index reached roughly 102.5 on Monday, its highest in nearly 18 months, while bitcoin held around $86,000, CoinDesk reported, as euro weakness and rising yields lifted the dollar.
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Bitcoin nears $87,000 eight-month high, then slips back under $86,000
Bitcoin climbed to nearly $87,000 on Monday, about $500 shy of its eight-month high according to CoinDesk, then reversed to just under $86,000. It's the second rally in a week to stall.
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IMF waives El Salvador's missed Bitcoin accumulation criteria, unlocks $138 million
The IMF completed two reviews of El Salvador's $1.4 billion loan program, released about $138 million and waived missed Bitcoin accumulation criteria. It said no further buying is envisaged beyond documented donations.
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Spot Bitcoin ETFs draw $134.4 million in first two days of October
U.S. spot Bitcoin ETFs took in $134.4 million in net inflows over October's first two days, according to Decrypt's tracker, reversing a $148.7 million outflow on Sept. 30.
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Fed hike to 3.75%-4% can help stablecoin issuers, squeeze Bitcoin borrowers: analysis
A CryptoSlate analysis says the Fed's Sept. 16 hike to 3.75%-4% can lift reserve income for stablecoin issuers like Circle while raising interest costs for companies that borrow to buy Bitcoin.
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Cathie Wood rebuts Bill Ackman's warning that AI demand could fuel inflation
ARK Invest's Cathie Wood pushed back on Bill Ackman's warning that the Fed's September rate hike could backfire. She argued AI is driving "benign deflation," not an inflationary spiral, Crypto Briefing reported.
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Bitcoin climbs 3.67% to $86,325 as spot ETF inflows return ahead of US jobs data
Bitcoin traded at $86,325.44 at 08:40 UTC on Oct. 2, up 3.67% in 24 hours, after US spot Bitcoin ETFs took in $102.7 million on Oct. 1 and most futures liquidations hit short positions.
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A7 denies Iran links after US Treasury sanctions Russian payments network
A7 denied ties to Iran and terrorist groups a day after the US Treasury designated the Russia-linked payments network a transnational criminal organization, as FinCEN proposed a rule targeting its sub-agents.
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Bitcoin tops $84,000 as US 10-year yield retreats from highest level since 2002
Bitcoin pushed above $84,000 around Thursday's Wall Street open as US Treasury yields pulled back from multidecade highs, with BTC holding a pattern of higher lows on hourly charts.
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Bitcoin watchers eye DOE's 40M-barrel reserve offer as August PCE lands first
The US Energy Department is taking bids through October 6 on up to 40 million barrels of reserve crude, but August PCE data arrives first and none of that oil can reach buyers before November.
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Bitcoin holds $82,500 support as US 30-year Treasury yield hits 2002 high
Bitcoin held above $82,500 into Tuesday, trading below $84,300, after the US 30-year Treasury yield touched 5.58%, its highest since June 2002, per TradingView data cited by Cointelegraph, while Glassnode warned profit-taking is building.
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Bitcoin nears third straight monthly gain, threatening a September pattern since 2013
Bitcoin was up about 7% in September after a 25% August, CoinDesk reported, putting it on course to break a pattern since 2013 in which every positive August was followed by a negative September.