According to QCPgroup, crypto is back on track after last week’s CPI jitters as the print confirmed tariff-led inflation pressures without major surprises, giving risk assets a green light (source: QCPgroup on X, Sep 15, 2025). The update signals a near-term risk-on bias for digital assets during Asia trade with macro focus anchored on inflation and tariffs (source: QCPgroup on X, Sep 15, 2025).

According to @CryptoMichNL, today’s CPI was a "nothing burger" with limited market impact (source: @CryptoMichNL). He states rates are in a strong downtrend and have already peaked (source: @CryptoMichNL). He adds the Federal Reserve will need to cut interest rates to stimulate the economy, implying further decline in yields (source: @CryptoMichNL). He compares the setup to Q1 2020 and says the bull market is now here for altcoins, suggesting a risk-on tilt in crypto markets (source: @CryptoMichNL).

According to @rovercrc, Bitcoin is smashing through a key resistance level now, indicating a breakout that traders are monitoring, source: @rovercrc. The same source notes that all eyes are on the CPI data later today as the immediate market focus, source: @rovercrc.

According to @rovercrc, Bitcoin (BTC) sold off following the most recent U.S. CPI releases, signaling elevated event risk for traders seeking to manage drawdowns and slippage around macro data (source: @rovercrc on X, Sep 11, 2025). CPI is released monthly at 8:30 a.m. ET by the U.S. Bureau of Labor Statistics, and macro prints at this time often trigger outsized volatility across risk assets including BTC, so reducing leverage and position size into the release is a common risk control (source: U.S. Bureau of Labor Statistics; source: CME Group education). Liquidity often thins and spreads widen in the seconds around the print, making limit orders and predefined levels preferable to market orders during the initial move (source: CME Group education). For options traders, implied volatility tends to rise into CPI and can compress after the release, so checking IV versus realized and using defined-risk structures is key when considering straddles or strangles (source: Deribit Insights; source: CME options education). Directional traders can wait for BTC to reclaim the pre-CPI VWAP or break the first 5–15 minute range before adding risk to reduce whipsaw exposure during the data digestion (source: CME Group trading education).

According to @CryptoMichNL, BTC has been pushed back beneath the 20-week moving average, which he calls a crucial level, with repeated rejections underscoring its importance (source: @CryptoMichNL on X, Sep 8, 2025). He also highlights $112,000 as a key price level to watch alongside the 20-week MA for trend confirmation (source: @CryptoMichNL on X, Sep 8, 2025). He notes that if BTC cannot reclaim the 20-week MA before the CPI release, another test of the recent lows followed by a reversal higher is his base case (source: @CryptoMichNL on X, Sep 8, 2025).

According to @GreeksLive, traders should focus on Thursday’s US August CPI and Initial Jobless Claims along with the ECB deposit facility rate decision as the week’s key macro catalysts ahead of next week’s Fed meeting, where they cite 90% odds of a 25 bp cut and 10% odds of a 50 bp cut, source: @GreeksLive, Sep 8, 2025. They highlight Monday’s expected SEC ruling on Bitwise Bitcoin and Ethereum ETF physical redemption requests and note that ETF fund flows carry significant weight during the ongoing crypto price correction, source: @GreeksLive, Sep 8, 2025. They also list Tuesday’s US 2025 Nonfarm Payroll Benchmark Change (Initial) at 22:00 on the calendar, source: @GreeksLive, Sep 8, 2025. On derivatives, they report BTC implied volatility across major terms near 35% and ETH around 65% with more pronounced short-term declines, source: @GreeksLive, Sep 8, 2025. They add that September typically has weaker liquidity, the correction has lasted over half a month with no sign of ending, and short-term options are a relatively cost-effective bottom-fishing tool, favoring directional calls with limited downside and unlimited upside in current conditions, source: @GreeksLive, Sep 8, 2025.

According to @bobbyong, BTC is a hedge against USD inflation and should remain up-only while the money printer runs, as stated in his X post on Sep 6, 2025. Source: Bobby Ong on X, Sep 6, 2025. Under this thesis, traders should monitor USD liquidity proxies such as US M2 money supply and the Federal Reserve balance sheet total assets to gauge directional bias for BTC. Sources: Federal Reserve Bank of St. Louis FRED M2SL; Board of Governors H.4.1 Statistical Release. CPI prints and FOMC policy decisions are near-term volatility catalysts for BTC because they inform inflation and liquidity paths that underpin this view. Sources: U.S. Bureau of Labor Statistics CPI; Federal Reserve FOMC statements.

According to @GreeksLive, the community is predominantly bearish ahead of the CPI release. Source: @GreeksLive, Community Daily Digest, Aug 12, 2025. Traders expect further downside toward the 118 and 115 key levels. Source: @GreeksLive, Community Daily Digest, Aug 12, 2025. Multiple traders are already positioned short into the event. Source: @GreeksLive, Community Daily Digest, Aug 12, 2025.

According to @MI_Algos, a live snapshot of the BTC order book on Binance was shared just minutes before the U.S. CPI and Core Inflation releases, with the data due in under 10 minutes. According to Binance, order books display resting bid and ask liquidity that traders use to gauge potential near-term support and resistance around high-impact data drops.

According to QCPgroup, a softer CPI could cement odds of a September Fed cut, while a hotter print risks stalling the rally (source: QCPgroup). QCPgroup also reports active hedging demand for short-dated BTC put options concentrated in the 115k-118k strike range (source: QCPgroup). For traders, this underscores near-term CPI event risk and notable downside protection positioning around 115k-118k in Bitcoin options (source: QCPgroup).

According to @QCPgroup, short-call covering alongside defensive positioning has added fuel to the latest move in BTC, source: @QCPgroup. @QCPgroup expects front-end volatility to stay elevated until the CPI release, then likely compress unless BTC breaks resistance decisively, source: @QCPgroup.

According to @username, the US treasury ETF $TLT is showing a bullish setup as it forms a weekly swing low, with consensus expecting US long end yields to rise. However, real yields remain at 2% and core inflation (CPI) is projected to decline further due to a recession led by the housing sector, with shelter making up 36% of CPI. This macro backdrop is driving positive sentiment for US treasuries and $TLT, which could attract traders seeking safe-haven assets or portfolio hedges. Source: @username on Twitter.

According to Edward Dowd, the multi-family housing sector in the US has reached construction activity levels not seen since 1972, but is now experiencing a decline. Dowd reports that this downturn is likely to prompt the Federal Reserve to cut interest rates in the coming months, creating a risk-off environment. He highlights that CPI is trending lower, which could lead to increased volatility and liquidity shifts in both traditional and crypto markets. Traders should monitor Fed policy signals closely, as rate cuts historically drive flows into risk assets like Bitcoin (BTC) and Ethereum (ETH) once risk-off sentiment stabilizes. Source: Edward Dowd on Twitter, June 11, 2025.

According to Milk Road, Truflation, a real-time inflation tracker, is currently reading 1.34%, offering a daily updated estimate that has been leading the official CPI lower for weeks. This provides traders with a more immediate and potentially predictive measure of inflation compared to the traditional CPI figures. Source: Milk Road.

According to @MilkRoadDaily, Truflation has reported an inflation rate of 1.38%, which is 45 days ahead of the official CPI releases. This rate is below the Federal Reserve's 2% target, suggesting potential for economic stimulus that has not yet been factored into current market prices. Traders are advised to monitor developments closely, especially leading up to the official CPI announcement on April 11.

According to @MilkRoadDaily, Truflation has released early CPI data showing a 1.38% inflation rate, which precedes the official CPI release by 45 days. This rate is below the Federal Reserve's 2% target, potentially signaling further economic stimulus and indicating that current market prices may not reflect this information yet. Traders are advised to monitor developments leading to the official release on April 11.

According to @MilkRoadDaily, inflation dropped significantly in March, with @truflation reporting it now below 2%. This decrease is crucial as it may influence the Federal Reserve's monetary policy, with implications for a potential pivot. Traders are closely watching the upcoming CPI data release on April 10, as a lower-than-expected inflation rate could trigger a 'risk-on' rally in the markets.

According to Milk Road, March saw a significant drop in inflation, with Truflation reporting levels now under 2%. This development comes ahead of the Consumer Price Index (CPI) release on April 10, which the markets are closely monitoring as it could influence a potential Federal Reserve policy shift. A lower-than-expected CPI could trigger a risk-on rally, as traders anticipate a potential easing of monetary policy.

According to Milk Road, significant market fluctuations were observed in the cryptocurrency markets before and after the release of the Consumer Price Index (CPI). This indicates traders' reactions to inflation data which can impact interest rate expectations, leading to volatility in cryptocurrency prices.

According to The Kobeissi Letter, Canada's CPI inflation increased from 1.9% to 2.6% in February, recording a month-on-month rise of 1.1%, surpassing the anticipated 2.2% YoY and 0.6% MoM. This unexpected inflation spike is noteworthy for traders as it does not yet account for the impact of retaliatory tariffs, suggesting potential further increases. Monitoring inflation is critical for market participants concerned with currency valuations and interest rate shifts.