BULLISH print 🔥 That’s a big miss in the right direction
#EthereumFoundationDropsPoseidonForL1
*US Headline PPI just dropped:*
- *Expectation*: 4.9%
- *Actual*: *4.7%*
- *Lowest since March 2023*
*Why this is "extremely good for markets":*
1. *Inflation cooling at producer level* → Usually flows to CPI in 2-3 months. Fed gets more room
2. *Rate-cut hopes back on* → Less pressure to stay hawkish. Risk assets love this
3. *Dollar + yields down* → Tailwind for $BTC, stocks, gold, alts
*What to watch next:*
- *Core PPI*: Headline can be energy/food noise. If core also missed, this is real
- *Market reaction*: First 30min is algos. Real move comes after 10am when humans digest it
- *Follow-through*: Need CPI next month to confirm the disinflation trend
*For $COTI | $AVNT | $ATM :*
- *$COTI*: Payments/stablecoin narrative. Lower inflation = more adoption, less pressure on stable yields.
#EthereumFoundationDropsPoseidonForL1
*US Headline PPI just dropped:*
- *Expectation*: 4.9%
- *Actual*: *4.7%*
- *Lowest since March 2023*
*Why this is "extremely good for markets":*
1. *Inflation cooling at producer level* → Usually flows to CPI in 2-3 months. Fed gets more room
2. *Rate-cut hopes back on* → Less pressure to stay hawkish. Risk assets love this
3. *Dollar + yields down* → Tailwind for $BTC, stocks, gold, alts
*What to watch next:*
- *Core PPI*: Headline can be energy/food noise. If core also missed, this is real
- *Market reaction*: First 30min is algos. Real move comes after 10am when humans digest it
- *Follow-through*: Need CPI next month to confirm the disinflation trend
*For $COTI | $AVNT | $ATM :*
- *$COTI*: Payments/stablecoin narrative. Lower inflation = more adoption, less pressure on stable yields.