I’ve been watching the Fed narrative closely, and the interesting part isn’t simply whether October brings a pause.
$BTC
The September minutes show a divided policy debate. The Fed raised rates to 3.75%–4.00%, while several officials still saw inflation as too persistent to declare victory. At the same time, weaker September job growth has reduced expectations for an immediate October hike.
For Bitcoin, this creates a more complicated setup. A pause can improve risk appetite, but rising Treasury yields and a stronger dollar can still tighten financial conditions.
That means BTC may react less to the word “pause” and more to what the market does with yields afterward.
If inflation remains sticky, can a Fed pause really become bullish for risk assets?#EvernorthDelaysNasdaqDebutToOct12 #BinanceLaunchesBinanceIntelligence #FedMinutesFocusOnOctoberPause $ETH
$SOL
$BTC
The September minutes show a divided policy debate. The Fed raised rates to 3.75%–4.00%, while several officials still saw inflation as too persistent to declare victory. At the same time, weaker September job growth has reduced expectations for an immediate October hike.
For Bitcoin, this creates a more complicated setup. A pause can improve risk appetite, but rising Treasury yields and a stronger dollar can still tighten financial conditions.
That means BTC may react less to the word “pause” and more to what the market does with yields afterward.
If inflation remains sticky, can a Fed pause really become bullish for risk assets?#EvernorthDelaysNasdaqDebutToOct12 #BinanceLaunchesBinanceIntelligence #FedMinutesFocusOnOctoberPause $ETH
$SOL