According to @KookCapitalLLC, Bitcoin (BTC) has surged past the $110,000 mark, propelled by significant inflows of over $407.78 million into U.S. spot Bitcoin ETFs and a softer-than-expected U.S. inflation report. The source material highlights that the total lifetime inflow for these ETFs has reached $49.04 billion, according to data from SoSoValue. Matt Mena, a strategist at 21Shares, suggests this positive momentum puts a $200,000 price target for BTC by year-end 'firmly in play.' The market rally has extended to major altcoins including Ether (ETH), Solana (SOL), and Cardano (ADA), with memecoins like BONK and FARTCOIN posting gains of over 20%, signaling increased trader risk appetite. Traders are now closely watching the upcoming U.S. nonfarm payrolls data, which Alex Kuptsikevich of FxPro notes could act as either a further catalyst or a significant obstacle for the market's trajectory.

According to @KobeissiLetter, the U.S. M2 money supply has reached a record high of nearly $22 trillion, presenting a conflicting outlook for Bitcoin (BTC). Data from barchart.com confirms this new peak. Historically, a rising money supply can signal looser financial conditions, which is often bullish for risk assets like Bitcoin. However, TIOmarkets warns that if this growth outpaces the economy, it could lead to inflation, potentially prompting the Federal Reserve to maintain a hawkish stance. The St. Louis Federal Reserve has previously observed a lagged correlation where M2 growth precedes increases in PCE inflation, suggesting future inflationary pressures could build. In its latest meeting, the Federal Reserve held interest rates steady but adjusted its economic projections, now forecasting higher inflation (3.0% PCE) and lower GDP growth (1.4%) for the year. While the number of expected rate cuts for the current year remains the same, the long-term outlook indicates fewer cuts than previously anticipated. Following the announcement, Bitcoin (BTC) remained stable, trading around $104,200.

According to @KobeissiLetter, the U.S. dollar index (DXY) has dropped below the 98 level for the first time since early 2022, a development that could create a favorable environment for risk assets like Bitcoin (BTC). A weakening dollar is historically correlated with easier financial conditions and increased global liquidity, which tends to benefit speculative assets such as cryptocurrencies (@KobeissiLetter). This decline is driven by several factors, including U.S. headline inflation coming in at 2.4%, slightly below the 2.5% consensus estimate, which reinforces expectations of a dovish Federal Reserve policy (@KobeissiLetter). Citing the CME FedWatch Tool, the analysis notes that markets are pricing in a 99.8% probability of a rate cut at the June Fed meeting (@KobeissiLetter). Additionally, growing narratives around de-dollarization and policy uncertainty are cited as factors eroding confidence in the dollar and accelerating its decline, potentially signaling a bullish catalyst for the crypto market (@KobeissiLetter).

According to @KobeissiLetter, Bitcoin (BTC) and gold are experiencing downward pressure while the Nasdaq 100 reaches new all-time highs. This divergence is occurring as recent U.S. macroeconomic data points to potential stagflation, with the core PCE price index for May rising 0.2%, slightly above the 0.1% forecast, as stated in the report. Despite a growing U.S. national debt of over $36 trillion, a recent auction of 10-year Treasury notes showed strong demand, challenging the narrative of investors flocking to BTC and gold as safe havens. The source notes that Bitcoin is currently consolidating, with BTCUSDT data showing a price of approximately $107,572, trading between a 24-hour high of $108,746 and a low of $106,766.

According to Francisco Rodrigues, Bitcoin (BTC) fell 1.7% as heightened Middle East tensions drove investors toward safe havens like gold, yet analysts predict a $200,000 price by year-end due to expectations of Federal Reserve rate cuts from subdued U.S. inflation data and rising institutional adoption. Boris Alergant noted BTC's risk-on behavior but highlighted structural demand from firms like MicroStrategy, while James Butterfill cited $900 million in digital asset fund inflows as a sign of rebounding confidence. SEC openness to altcoin ETFs such as Solana (SOL) could spur an 'altcoin ETF summer,' boosting DeFi tokens, per Youwei Yang.

According to Francisco Rodrigues, Bitcoin (BTC) rose to nearly $107,000, driven by a U.S.-brokered ceasefire between Iran and Israel that boosted global risk assets. Susannah Streeter of Hargreaves Lansdown noted doubts about the truce holding due to leaked U.S. intelligence reports on Iran's nuclear capabilities, potentially resuming military action. Federal Reserve Chair Jerome Powell emphasized patience on interest-rate cuts amid elevated inflation and tariff risks, which Bitunix analysts stated supports risk assets but requires monitoring of upcoming data. Derivatives traders, including Jake O from Wintermute, indicated neutral positioning with tight price action expected around $100,000-$105,000, while call option buying points to modest bullish sentiment.

According to Francisco Rodrigues, Bitcoin (BTC) fell 1.7% to $107,534.98 due to rising Middle East tensions, as investors shifted to safe havens like gold, causing broader crypto market declines. However, analysts forecast BTC could reach $200,000 by year-end, driven by expectations of Federal Reserve rate cuts after subdued U.S. inflation data, as reported by the CME FedWatch tool. Boris Alergant highlighted BTC's risk-on behavior but noted growing institutional demand from firms like MicroStrategy. James Butterfill cited $900 million in digital asset inflows, signaling rebounding investor confidence in crypto markets.

According to Francisco Rodrigues, Bitcoin (BTC) declined 1.7% in the last 24 hours due to escalating Middle East tensions, which have driven investors toward safe havens like gold, as reported by market data. However, subdued US inflation data, with CPI rising less than forecast, increases the likelihood of Federal Reserve rate cuts, potentially boosting crypto prices; traders expect two cuts starting in September, per the CME FedWatch tool. Boris Alergant of Babylon stated that BTC trades as a risk-on asset but remains optimistic due to rising institutional demand, while Youwei Yang of BIT Mining highlighted SEC openness to layer-1 assets and DeFi tokens, and James Butterfill of CoinShares noted $900 million in inflows signaling rebounding confidence.

According to The Kobeissi Letter, the current market is experiencing unprecedented levels of noise due to factors such as tariffs, ongoing wars, Federal Reserve decisions, recession concerns, and fluctuating inflation data (source: @KobeissiLetter, June 22, 2025). The Kobeissi Letter emphasizes that, for traders, monitoring price action is crucial in navigating these volatile conditions. This approach is especially relevant for cryptocurrency market participants, as macroeconomic uncertainty and policy shifts often lead to sharp movements in BTC, ETH, and altcoins. Staying responsive to price trends and real-time analysis helps traders identify actionable opportunities despite the ongoing noise.

According to market analysts, the dollar index (DXY) falling below 98 for the first time since early 2022 signals a shift that could boost cryptocurrencies like Bitcoin (BTC), as a weaker dollar eases financial conditions and benefits risk assets. This decline is driven by US headline inflation at 2.4% year-over-year, below consensus estimates, as per recent data, and a 99.8% probability of a Fed rate cut in June, according to the CME FedWatch Tool. De-dollarization narratives and Trump administration policy uncertainties are accelerating the dollar's fall, potentially fueling crypto gains.

According to @KookCapitalLLC, the latest Consumer Price Index (CPI) data came in below estimates, which is seen as a bullish signal for risk assets, including cryptocurrencies like Bitcoin (BTC). Lower-than-expected CPI often indicates easing inflation pressures, potentially leading to more accommodative monetary policy from the Federal Reserve. As a result, traders may anticipate upward momentum in crypto prices, particularly for BTC and ETH, as lower inflation can boost investor confidence and risk appetite. This development is critical for short-term trading strategies and positions in the crypto market. (Source: @KookCapitalLLC, June 11, 2025)

According to Compounding Quality, high inflation leads to a reduction in purchasing power, which often drives investors to seek alternative assets like cryptocurrencies that are perceived as hedges against inflation (source: Compounding Quality on Twitter, June 9, 2025). For traders, periods of rising inflation typically coincide with increased volatility and trading volumes in Bitcoin and other crypto assets, as market participants shift capital away from fiat currencies. Monitoring inflation data can provide actionable signals for crypto trading strategies, especially when inflation trends diverge from central bank targets.

According to The Kobeissi Letter, the US 30-year Treasury yield has climbed back to 5%, while mortgage rates have surged above 7%. Despite recent trade deals, weaker inflation data, and ongoing economic uncertainty, yields remain elevated and show no signs of retreat. The inability of positive headlines to suppress yields indicates persistent risk-off sentiment in traditional markets. For cryptocurrency traders, rising yields and higher borrowing costs may drive increased interest in alternative assets like Bitcoin and Ethereum, as investors seek returns outside traditional finance. Source: The Kobeissi Letter on Twitter.

According to Crypto Rover, the US Core Producer Price Index (PPI) has dropped to 2.4% in May 2025, coming in lower than market expectations. This decrease in core inflation is typically interpreted as a bullish signal for risk assets, including Bitcoin and the broader cryptocurrency market, as it may increase the likelihood of more accommodative monetary policy from the Federal Reserve. Lower-than-expected inflation data often leads to increased investor appetite for cryptocurrencies due to potential USD weakening and improved liquidity conditions. (Source: Crypto Rover on Twitter, May 15, 2025)

According to Evan (@StockMKTNewz), the US Producer Price Index (PPI) for April declined by 0.5% month-over-month, surpassing estimates of a 0.2% drop. April retail sales rose by 0.1% MoM, slightly above the expected flat reading, while 229,000 new unemployment claims were filed last week, exceeding forecasts. These mixed economic signals suggest easing inflation pressures with resilient consumer spending, factors that typically influence Federal Reserve policy expectations and risk sentiment in the crypto market. Traders may see short-term volatility in Bitcoin and altcoins as investors reassess the outlook for US interest rates and liquidity conditions. (Source: Twitter - @StockMKTNewz)

According to StockMKTNewz, the latest breakdown of the Consumer Price Index (CPI) by category reveals significant shifts in inflation rates across major sectors such as housing, food, and energy. This detailed data, released on May 13, 2025, is closely watched by cryptocurrency traders, as rising inflation often leads to increased interest in digital assets like Bitcoin and Ethereum for hedging purposes. Current CPI trends may drive volatility in crypto prices as traders adjust positions in response to macroeconomic signals. Source: StockMKTNewz Twitter, May 13, 2025.

According to Crypto Rover, the latest US Consumer Price Index (CPI) report shows the smallest year-over-year increase since February 2021, signaling easing inflation pressures (source: Crypto Rover on Twitter, May 13, 2025). This data strengthens expectations that the Federal Reserve may move toward interest rate cuts, a development historically seen as positive for risk assets like Bitcoin and other cryptocurrencies. Traders should watch for increased market volatility and potential upward momentum in major crypto assets as institutional investors may reallocate capital toward digital assets in anticipation of a more accommodative monetary policy (source: US Bureau of Labor Statistics via Crypto Rover).

According to The Kobeissi Letter, despite the announcement of a US-China trade deal and a 90-day pause on tariffs, the 10-year Treasury yield is approaching 4.50% even as inflation data trends downward (source: @KobeissiLetter, May 11, 2025). Persistent high yields signal that interest rates remain elevated, which continues to pressure both traditional markets and cryptocurrencies. Crypto traders should monitor bond yields closely, as sustained high rates can reduce risk appetite and liquidity in digital asset markets. The expectation for rate cuts remains unmet, increasing volatility and downside risk across crypto assets.

According to The Kobeissi Letter, despite the announcement of a US-China trade deal and a 90-day pause on tariffs, US 10-year Treasury yields are approaching 4.50% while inflation data shows a decline. The persistent high yields indicate that interest rates remain elevated, which is unfavorable for President Trump’s economic agenda that depends on lower rates (source: The Kobeissi Letter, May 11, 2025). For crypto traders, continued high yields may limit capital inflow into risk assets like Bitcoin and altcoins, as investors seek better returns in traditional fixed income markets. Monitoring bond yields is critical for assessing future crypto market momentum.

According to Evan (@StockMKTNewz), traders are closely monitoring the stock market’s performance this upcoming week, with attention on key earnings reports and macroeconomic data that could impact both equity and cryptocurrency markets. Market analysts suggest that volatility may increase due to scheduled Federal Reserve statements and inflation data releases, which historically influence both traditional equities and digital assets (source: Evan @StockMKTNewz, May 11, 2025). Crypto traders should be aware that shifts in stock market sentiment often correlate with Bitcoin and Ethereum price action, especially during periods of heightened risk-off or risk-on trading. Monitoring S&P 500 and Nasdaq trends can provide early signals for crypto price movement, supporting informed trading decisions.