Observed Signal · Sep 11, 2026 · Policy Update · Source: Trending Topics (DACH/CEE Innovation & Tech) · Impact: 1/5 · Sentiment: Positive
Crypto Rises Despite Fed Rate Hike Expectations
Cryptocurrency markets advanced despite a hawkish macroeconomic backdrop. US inflation remained at 3.4% in August, with core CPI rising 0.3% month-over-month, leading markets to price in a near-certain Fed rate hike. Bitcoin initially fell to $76,700 but recovered to hold above $79,000, while Ethereum rose over 8%. The resilience is attributed to strong ETF inflows ($2.5 billion into Bitcoin ETFs over seven days), short liquidations, and risk appetite across asset classes. Ethereum outperformed due to positive ETF flows and large amounts of ETH being staked, reducing available supply. The market's true test comes next week when the Fed announces its decision.
Cryptocurrency market movements are not directly relevant to AdTech/MarTech/Advertising/AI industry.
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Key Takeaways & Evidence Grounding
- US inflation in August remained at 3.4%, core CPI rose 0.3% month-over-month.
- Markets are pricing a near-certain Fed rate hike next week.
- Bitcoin ETFs saw $2.5 billion in inflows over seven consecutive trading days.
- Ethereum rose 8.17% in 24 hours, Bitcoin gained 2.84%.
- BitMine Immersion Technologies holds nearly 5.93 million ETH worth over $14 billion.
- US Ether ETFs have netted $863 million this year, while Bitcoin ETFs saw $1 billion outflows.
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1 Entity mapped“The newspaper quotes Kurt Lewis from Piper Sandler regarding the market developments.”
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Bitcoin Reclaims $83,000, Greed Returns
Bitcoin climbed back to around $83,400 on Wednesday, one week after an inflation scare drove it below $80,000. Strong ETF inflows, solid Wall Street earnings, and a shift in market sentiment toward greed fueled the rebound. The Crypto Fear & Greed Index rose to 63, signaling greed. According to Farside Investors, Bitcoin ETFs saw net inflows of $526.7 million on Monday, led by BlackRock's IBIT, while Fidelity's FBTC experienced outflows. October ETF flows remain slightly negative due to earlier outflows. Ethereum ETFs saw outflows of $103.3 million. The market awaits the Federal Reserve's meeting next week, with rate hike expectations for December. Bitcoin's price battles the 21-day moving average at $83,200, with analysts seeing potential for a breakout toward $87,000.
Bitcoin Rallies to $86K, Crypto ETFs Inflows Return
Bitcoin has risen to $86,000, gaining over 3% in 24 hours, driven by falling long-term Treasury yields and a weaker dollar after the US Treasury expanded buybacks. The third quarter saw a 40% gain despite earlier losses. Corporate buyers like Strategy renewed purchases. US spot Bitcoin ETFs attracted $3.52 billion in August, the best month of the year, with $2.4 billion in the week through September 25. Despite headwinds like Fed rate hikes and high bond yields, the 'Uptober' seasonal trend suggests average October gains of 20%. Key levels to watch are $85,000 support and $80,000.
Bitcoin reclaims $81,000, Zcash surges 15.6%
Cryptocurrency markets rebounded as Bitcoin climbed back above $81,000, up about 4% in 24 hours. The recovery was driven by a reassessment of US monetary policy, as Federal Reserve Governor Christopher Waller signaled he might support holding rates steady if price pressures ease. CME FedWatch probabilities for a rate hike dropped from over 63% to about 50%, boosting risk assets globally. The Japanese yen strengthened 2%, reducing carry-trade liquidity, yet Bitcoin held its gains. Sentiment improved rapidly, with the Crypto Fear & Greed Index at 78, signaling 'Extreme Greed.' US spot Bitcoin ETFs saw net inflows of $277 million on Thursday, following August's record $3.5 billion month. Zcash outpaced the market with a 15.6% daily gain, while Monero declined. Weekly performance remained modest, with Solana and TRON down around 3%.
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