According to Kook (@KookCapitalLLC), China has reportedly doubled its money supply overnight, which could have significant implications for cryptocurrency markets. This move may signal similar actions by the Federal Reserve, potentially impacting Bitcoin and other digital assets. Such monetary policy changes could affect trading strategies, as increased liquidity might drive prices higher. However, these statements require further verification from official sources for precise trading decisions.

According to André Dragosch, PhD, current trends in money supply growth suggest that US inflation may continue to decrease until early 2026, contrary to widespread expectations of a re-acceleration. This could provide the Federal Reserve with more flexibility to maintain or even enhance its monetary easing policies, which could have significant implications for financial markets, particularly in influencing interest rates and investor strategies.

According to The Kobeissi Letter, US supercore inflation rose 4.0% year-over-year in January. The 3-month and 6-month annualized rates increased to 4.7% and 5.3% respectively, indicating a significant inflation acceleration. The 1-month annualized rate suggests inflation could reach 9.5%, impacting financial markets and potentially influencing Federal Reserve interest rate decisions. These inflation figures are crucial for traders assessing market risk and potential shifts in monetary policy.

According to The Kobeissi Letter, prediction markets, as reported by @Kalshi, currently see a 23% probability of interest rate hikes returning in 2025. This sentiment follows a significant increase in CPI inflation, which recorded its largest month-over-month rise of 0.5% since August 2023. Additionally, PPI inflation has unexpectedly surged to its highest level since February 2023. These inflation metrics are critical for traders to consider as they may influence future monetary policy adjustments, potentially impacting cryptocurrency markets sensitive to interest rate changes.

According to The Kobeissi Letter, the US government spent a near record $642 billion in January, which was $142 billion higher than the previous year. Over the last 12 months, government expenditures hit $7.1 trillion, compared to $4.8 trillion in 2019. This substantial increase in fiscal spending may influence cryptocurrency markets by affecting inflation expectations and monetary policy, potentially impacting trading strategies.

According to @KobeissiLetter, the Federal Reserve's recent pivot appears to be ineffective as inflation indicators such as the Consumer Price Index (CPI) and Producer Price Index (PPI) have risen. CPI has reached a 7-month high, and PPI is at its highest since February 2023. Additionally, interest rates paid by Americans have increased by 100 basis points since the rate cuts began, highlighting persistent inflationary pressures.

According to Crypto Rover, the U.S. CPI inflation jumped by 0.5% in one month, marking the largest increase since August 2023. This development is viewed as bearish for the cryptocurrency market, suggesting that higher inflation rates could lead to tighter monetary policies, potentially reducing liquidity and investment in digital assets.

According to Crypto Rover, former President Trump blames President Biden for the rising US inflation, which is perceived negatively for Bitcoin. The inflationary pressure could lead to stricter monetary policies, affecting Bitcoin investments as traders may move to less volatile assets (Source: Crypto Rover, February 12, 2025).

According to @KobeissiLetter, the Consumer Price Index (CPI) inflation surged by 0.5% over the past month, marking the largest monthly increase since August 2023. This unexpected rise in inflation, alongside core CPI inflation increasing to 3.3% instead of the anticipated 3.1%, signals potential challenges for the Federal Reserve's monetary policy strategy. Traders may need to brace for potential interest rate hikes as the Fed could act to curb rising inflation pressures.

According to @KobeissiLetter, the Consumer Price Index (CPI) inflation has increased by 0.5% in one month, marking the largest surge since August 2023, contrary to expectations. Core CPI was anticipated to decrease to 3.1% but instead rose to 3.3%, which poses significant implications for the Federal Reserve's monetary policy strategies. This unexpected inflationary pressure may impact the Fed's interest rate decisions, affecting liquidity and market volatility.

According to Eleanor Terrett, Jerome Powell, the Chair of the Federal Reserve, has committed to not allowing the implementation of a Central Bank Digital Currency (CBDC) during his tenure. This decision may impact trading strategies involving the US dollar and digital currencies by maintaining the current monetary policy structure without introducing a CBDC. Market participants should consider the implications for USD stability and digital currency competition.

According to The Kobeissi Letter, total consumer credit in the US surged by a record $40.8 billion in December, marking a sharp turnaround from a $5.4 billion decline in November. This increase was largely driven by a $22.9 billion rise in revolving credit, which includes credit cards, suggesting increased consumer spending and potential impacts on interest rates and inflation. Traders should monitor these economic indicators closely as they could influence monetary policy decisions.

According to Omkar Godbole (@godbole17), Bitcoin is currently behaving as a macro asset, reacting to significant economic data and changes in monetary and fiscal policies. Traders are closely watching for Powell's testimony and Wednesday's CPI data, which could influence Bitcoin's price movements.

According to Greeks.live, this week's key events for Bitcoin investors include significant macroeconomic events such as the Federal Reserve's updates and U.S. economic data. Traders should pay particular attention to the six-month monetary policy and CPI data, as they could influence Bitcoin price movements. Additionally, new EU regulations may also play a role in shaping the market dynamics.

According to Mihir (@RhythmicAnalyst), the Japanese 10-year bond yields have climbed to a new high of 1.3%, which is causing concern for both Japan and global markets. This increase in bond yields indicates a shift in monetary policy expectations and could lead to higher borrowing costs, potentially impacting currency valuations and global investment strategies.

According to @Tetranode, adjusting cryptocurrency issuance affects credibility only when issuance is increased, not decreased. This perspective highlights the implications for the consistency and credibility of monetary policy concerning store of value (SoV).

According to Mihir (@RhythmicAnalyst), there is a noticeable shift in the perception of Jerome Powell's decision not to raise interest rates in 2021. Compared to Europe's strategy, Powell's actions now appear more prudent. This perspective is crucial for traders who monitor monetary policy impacts on cryptocurrency markets, as interest rate decisions can significantly influence market liquidity and investor sentiment.

According to The Kobeissi Letter, the US has increased its debt by $23 trillion since 2008, representing a 230% rise, with $13 trillion added since 2020. This significant rise in debt, averaging $2.6 trillion annually over five years, has implications for cryptocurrency markets, particularly affecting inflation expectations and monetary policy, which are critical factors for traders to consider.