
#WalshInflationRisk
About WalshInflationRisk
At Jackson Hole, Walsh said inflation remains above 2%, financial conditions are not restrictive and the labor market is near full employment, so policy should focus on price stability. He called short rates the main tool, pushed back on forward guidance and made no September commitment. September hike odds rose from ~35% to nearly 58%; 2-year yields rose from 4.22% to 4.35%, while stocks, gold and BTC fell. The path is unsettled, with inflation, jobs and financial conditions guiding timing.
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🌃 Jackson Hole -ennakko | Saako Hawk vai Dove?
Tänään klo 20:30 julkaistaan ensin Yhdysvaltojen heinäkuun PCE-tiedot; Perjantaina Wash tekee siirtonsa. Inflaatio ja politiikkasignaalit saattavat jälleen vaikuttaa Yhdysvaltojen osakkeisiin, kultaan ja kryptomarkkinoihin.
#杰克逊霍尔临近, voiko Wash selventää politiikkapolkuaan? Klikkaa aihetta nähdäksesi lisää aiheeseen liittyviä uutisia. Jutellaan: Arvioitko, lähettääkö Wash haukkamaisen vai kyyhkymäisen signaalin?
📊 Haluatko pysyä mukana Yhdysvaltain osakemarkkinoilla? OKX on nyt saatavilla $SPY ja $QQQ, pysyen Yhdysvaltojen markkinoiden vaihteluiden tahdissa ja hyödyntäen kauppamahdollisuuksia, joita keskuspankkien puheet ovat tuoneet.

ETFs ARE SAVING PRICE — BUT THE FED COULD BREAK THE RECOVERY
ETFs support $BTC, $ETH, and $SOL, but macro risks remain. $BTC ETFs recently posted a nine-session inflow streak before reversing, while $ETH and $SOL continued attracting capital.
The real threat is WalshInflationRisk. Kevin Warsh warned inflation remains above the Fed’s 2% target,
If yields rise, ETFs may be supporting price, not confirming an uptrend. $BTC , $ETH , and $SOL #WalshInflationRisk #BTCGoldCorrelation
ETFs ARE SAVING PRICE — BUT THE FED COULD BREAK THE RECOVERY
ETFs support $BTC, $ETH, and $SOL, but macro risks remain. $BTC ETFs recently posted a nine-session inflow streak before reversing, while $ETH and $SOL continued attracting capital.
The real threat is WalshInflationRisk. Kevin Warsh warned inflation remains above the Fed’s 2% target,
If yields rise, ETFs may be supporting price, not confirming an uptrend. $BTC , $ETH , and $SOL #WalshInflationRisk #WalshInflationRisk
⚠️ #WALSHINFLATIONRISK IS NOW A CRYPTO VARIABLE
Warsh's hawkish inflation message pushed markets back toward the rate-and-liquidity debate, while $BTC fell below $78K.
The equation traders are watching:
Inflation risk → rates → liquidity → crypto
Until macro pressure eases, every $BTC bounce may need stronger confirmation.
$BTC $ETH
#BTCGoldCorrelation #WalshInflationRisk #SchwabExpandsCrypto
Honestly, I’m speechless.
Warsh’s speech was hawkish, pretty much exactly as expected.
The irony is that while he talks about reducing “forward guidance,” his own comments are effectively providing the same kind of forward guidance he claims to oppose.
After the speech, the probability of a September rate hike once again moved above the odds of rates remaining unchanged.
#WalshInflationRisk
#BTCGoldCorrelation
#SpaceXRevenueBy2033
🚨 BITCOIN JUST GOT SLAMMED — AND ALMOST NO ONE SAW IT COMING.
BTC briefly touched $81K, then suddenly dropped below $77K.
And no, this wasn’t a hack or some massive whale dump.
The trigger? A hawkish Fed speech at Jackson Hole, which sent September rate-hike expectations sharply higher — from roughly 35% to nearly 60%.
The result? Almost $488M in crypto positions were liquidated.#WalshInflationRisk #BTCGoldCorrelation #SchwabExpandsCrypto
MACRO HAS CHANGED THE SHORT TERM GAME
The Jackson Hole message was a clear reminder that the market may have priced in easier monetary policy too quickly.
The Fed didn't promise rate cuts.
Instead, the focus remains firmly on inflation, employment and financial conditions, leaving the door open to tighter policy if the data demands it.
Markets reacted immediately.
September rate-hike expectations moved sharply higher, while Treasury yields and the dollar strengthened.
That combination creates a difficult environment for crypto.
Higher yields increase the opportunity cost of holding risk assets.
A stronger dollar can also reduce global liquidity available for speculative markets.
And when liquidity becomes tighter, the assets with the highest beta usually feel the pressure first.
That's why I'm more cautious on altcoins, meme coins and heavily leveraged positions in the short term.
But I wouldn't jump from "hawkish Fed" straight to "new bear market."
The Fed hasn't actually delivered a rate hike.
The next major data points still matter.
If inflation remains stubborn and employment stays strong, markets could continue pricing a higher-for-longer environment.
If inflation cools and labor-market conditions weaken, rate-hike expectations could reverse just as quickly.
For BTC, the immediate priority is defending support and rebuilding momentum rather than chasing another breakout.
For ETH, the same principle applies.
A bounce from support is encouraging, but it needs follow through before calling the correction finished.
So my current view is simple:
Short-term: cautious and bearish.
Medium-term: waiting for the data.
The biggest mistake right now would be treating one macro event as the final verdict.
Let the price confirm what the macro is telling us.
If buyers can absorb the pressure and reclaim key resistance, the bullish structure can recover.
If support keeps breaking while yields and the dollar continue rising, the market may need a deeper reset.
For now, bulls need to prove they still have control.
#WalshPolicyFramework

🚨 BITCOIN JUST GOT SLAMMED — AND ALMOST NO ONE SAW IT COMING.
$BTC briefly touched $81K, then suddenly dropped below $77K.
And no, this wasn’t a hack or some massive whale dump.
The trigger? A hawkish Fed speech at Jackson Hole, which sent September rate-hike expectations sharply higher — from roughly 35% to nearly 60%.
The result? Almost $488M in crypto positions were liquidated.#WalshInflationRisk #BTCGoldCorrelation #SchwabExpandsCrypto
THE BULL MARKET DREAM HAS TAKEN A HIT 📉
Federal Reserve Chair Kevin Warsh emphasized that U.S. inflation remains too elevated and that controlling prices remains a major priority for the Fed. The hawkish tone triggered a sharp reaction across risk assets.
Expectations for a September rate hike reportedly jumped from around 36% to 60%, adding further pressure to global markets.
#WalshInflationRisk
#BTCGoldCorrelation
#SchwabExpandsCrypto

$BTC sprinted from the low $60Ks to $81K in roughly nine days. Then Warsh's hawkish Jackson Hole remarks dragged it back near $76,845, with rate-hike odds for September climbing fast. Momentum indicators are curling upward regardless. Not collapse, not certainty — just genuine tension at a real crossroads.
#WalshInflationRisk #BTCGoldCorrelation #SchwabExpandsCrypto
[Pharaoh's Market Watch]
What exactly did Waller say last night? Is a September rate hike certain?
Pharaoh directly states that he didn’t call for a rate hike but planted plenty of hawkish signals. The 16-page speech boiled down to three sentences: First, inflation remains the number one enemy; over half of the items in the PCE basket have risen more than 3%
#WalshInflationRisk #BTCGoldCorrelation #SchwabExpandsCrypto