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2025-11-09
14:42
U.S. Disinflation Lifts Rate-Cut Bets: Bullish Setup for Bitcoin (BTC) — 3 Market Signals Traders Should Watch

According to @cryptorover, U.S. inflation is easing and rate-cut expectations are rising, which he views as bullish for Bitcoin and crypto (source: @cryptorover on X). Traders should verify any disinflation trend and policy repricing by checking the latest CPI/PCE prints and Fed funds futures probabilities before positioning (sources: U.S. Bureau of Labor Statistics; U.S. Bureau of Economic Analysis; CME FedWatch Tool). When real yields and the dollar weaken on dovish repricing, BTC has historically outperformed risk assets, a relationship observable by comparing BTC with U.S. 2-year Treasury yields and the U.S. Dollar Index during prior softer-inflation episodes such as November 2023 (sources: TradingView price data; U.S. Department of the Treasury; ICE U.S. Dollar Index DXY; U.S. Bureau of Labor Statistics historical CPI release). Mechanically, lower expected policy rates reduce discount rates and support risk-asset valuations, increasing liquidity appetite that has tended to benefit crypto in past easing cycles (source: Board of Governors of the Federal Reserve System, Monetary Policy Report).

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