PPI is rolling out today. What you really need to look at isn’t whether the numbers look good—it’s whether it will tighten the rate-cut expectations for the Sept 15–16 FOMC meeting by another notch.
The US PPI was originally scheduled to be released on Sept 10 at 08:30 ET, followed immediately by the FOMC meeting next week. Now it is about 78,384 with $BTC , down 0.30% over 24 hours. $ETH is down 0.53%, and $SOL is down 1.15%. The broader market hasn’t shown any one-direction “early surge.” At this level, macro data acts more like an amplifier: if PPI is soft, money may first rotate back into high-beta assets; if PPI is hot, when the USD and rate expectations are lifted, altcoins usually take the first hit.
I’ll watch for three confirmations: after the data release, whether BTC can reclaim the intraday midline; whether ETH/SOL can stop their relative underperformance; and whether spot trading volume picks up before the FOMC. Don’t chase just one data candle—it's easy to get repeatedly swept. If it can’t hold above 79,760, I’d rather wait for a pullback; if it breaks below 77,770 and ETH and SOL continue lagging, I’d first reduce risk.
Do you think this time the market is trading inflation—or has it already started trading the meeting in advance?
$BTC $ETH $SOL #宏观 #FOMC #BinanceResearch
The US PPI was originally scheduled to be released on Sept 10 at 08:30 ET, followed immediately by the FOMC meeting next week. Now it is about 78,384 with $BTC , down 0.30% over 24 hours. $ETH is down 0.53%, and $SOL is down 1.15%. The broader market hasn’t shown any one-direction “early surge.” At this level, macro data acts more like an amplifier: if PPI is soft, money may first rotate back into high-beta assets; if PPI is hot, when the USD and rate expectations are lifted, altcoins usually take the first hit.
I’ll watch for three confirmations: after the data release, whether BTC can reclaim the intraday midline; whether ETH/SOL can stop their relative underperformance; and whether spot trading volume picks up before the FOMC. Don’t chase just one data candle—it's easy to get repeatedly swept. If it can’t hold above 79,760, I’d rather wait for a pullback; if it breaks below 77,770 and ETH and SOL continue lagging, I’d first reduce risk.
Do you think this time the market is trading inflation—or has it already started trading the meeting in advance?
$BTC $ETH $SOL #宏观 #FOMC #BinanceResearch
