The 2-year yield hit 4.42%, its highest since January 2025.
The 5-year yield climbed to 4.59%, a 20-month HIGH.
With oil prices climbing, markets are rapidly pricing in another FED HIKE.
Odds of a 25-basis-point increase in September are around 60%, per Reuters.
The market risk is renewed inflation pressure and higher borrowing costs.
Strong earnings can support stocks, but rising yields could put pressure on valuations and crypto as investors price in tighter monetary policy. $PHA $GPS $IOST #USADPWeeklyEmploymentRises12000
Brent crude oil futures surged above $100 per barrel for the first time since July due to intensifying Middle East tensions, potentially impacting crypto markets through inflation expectations and Federal Reserve policy considerations. $CL #OilRisesToHighestSinceJuly
The recent bullish momentum in the crypto market is driven by a combination of macroeconomic shifts, regulatory updates, and institutional inflows.
Macroeconomic Factors :-
Lower Bond Yields: An expansion in U.S. Treasury long-end buybacks lowered government bond yields, which pushed investors toward riskier assets like Bitcoin.
Interest Rate Hopes: Hopes for potential Federal Reserve rate cuts or pauses in rate hikes if inflation cools have weakened the dollar and increased crypto demand.
Regulation and Policy : -
New SEC Framework: A new regulatory framework for digital assets introduced clearer guidelines, boosting market confidence.
Legislative Pressure: Increased push from the White House regarding crypto-related legislation like the CLARITY Act improved the overall sentiment.
Institutional Activity : -
Strong Inflows: Wall Street and institutional buyers continue channeling capital into digital assets, supporting prices despite short-term market corrections.
Short Liquidations: A wave of short position liquidations added sharp upward thrust to recent price rallies.
Financial Times reports Iran's central bank quietly easing forex controls, encouraging exporters to use USDT and Bitcoin for cross-border settlements amid US sanctions pressure.#USStrikesTargetsNearHormuzAndJask $VVV $LIT $USELESS
$ZEC Zcash hit a $19.5B market cap after surging over 2,200% year-over-year, entering crypto's top 10 and accounting for 62% of the privacy sector's total value.$VVV
⚖️ Can the CLARITY Act pass when the president himself has $1.4 BILLION at stake?
Trump earned $1.4 BILLION from crypto last year, more than his entire real estate empire, and is urging Congress to pass the bill before September 15.
Democrats say they'll block it unless it includes ethics rules targeting the president's own crypto holdings. $VVV $BTR $USELESS #USStocksCloseLowerIntelRises9%
🇨🇦 BREAKING: Canada’s retaliatory tariffs of up to 50% on $20 BILLION worth of U.S. products are officially in effect.
The move escalates the trade war between the two neighbors, with President Trump accusing Canada of treating the U.S. like a “piggy bank.” $ZEC $INJ $VVV #CanadaTariffsOnUSTakeEffect
Castle Labs reports Robinhood Chain contributed $8.7M to UNI token buyback and burn over past 44 days, exceeding combined contributions from all other chains. This demonstrates growing DeFi activity and token utility on Robinhood's Layer 2 network. $UNI
This could be the most important inflation week of the year:
1. Wednesday, 10-Year Treasury Auction:
A key test of demand for US government debt. Weak demand could push Treasury yields higher and tighten financial conditions ahead of the Fed meeting.
2. Thursday, PPI:
The first major inflation test of the week. A hotter print could strengthen the case for a September rate hike.
3. Thursday, Initial Jobless Claims:
Another check on the labor market after the stronger-than-expected August jobs report. A low reading would reinforce signs that employment remains resilient.
4. Thursday, Existing Home Sales:
Housing remains highly sensitive to borrowing costs, making this an important read on how higher rates are affecting the economy.
5. Thursday, 30-Year Treasury Auction:
Another major test for the bond market. Soft demand could send long-term yields higher and add pressure to rate sensitive assets.
6. Friday, CPI:
This is the biggest event of the week. A hotter report could sharply increase expectations for tighter Fed policy.
CPI and PPI are the two most important releases and could decide the Fed’s next move.
Fed Governor Christopher Waller already said his September rate decision will be "heavily influenced" by this week's inflation data and warned that a hot reading could push him to support a rate hike.$AERO $INJ $BNB
Aptos launched Confidential APT privacy feature on mainnet that encrypts balances and transfer amounts while keeping wallet addresses visible, with aptos:native token up 17% last week driven by surging onchain activity reaching 12 million daily transactions and $145 million weekly RWA inflows$APT
Crypto AI sector jumped 4.29% in 24 hours with Worldcoin leading gains at plus 21.62%, Venice Token up 10.74%, Akedo rising 14.92% while Meme sector rose 2.07% and Layer2 declined 0.58% with Arbitrum dropping 8.94%. $AKE $WLD $ROSE #Ai_sector
$INJ $SOPH $IOST ⚡⚡Senator Cynthia Lummis warned that failure of the CLARITY Act in the current Congress could delay crypto market-structure reform until 2030, after the House canceled its final two September legislative weeks.
Industry Alarm 🚨
Chainlink's legal chief called the delay "devastating," while a former federal prosecutor declared "CLARITY is dead" following conversations with lawmakers.
Stakes✅
The bill would define digital asset classifications and establish SEC-CFTC jurisdiction boundaries critical for institutional adoption.