đš SEPTEMBER STARTS WITH A LIQUIDITY WARNING
Wall Street is opening September under pressure as surging oil pushes inflation expectations and bond yields higher. Markets are now pricing roughly a 66â68% probability of a Fed hike this month. đđąïž
That matters for $BTC and $ETH:
Oil â â Inflation â â Yields â â Rate-cut hopes â â Liquidity tightens â Risk assets face pressure.
Meanwhile, AI spending remains explosive. đ€ $35B AnthropicâLambda deal adds another massive demand signal for $NVDA chips and data-center capacity.
â ïž Crypto bias: Cautious/bearish while yields and oil accelerate.
đ Watch U.S. 10Y near 4.8% and oil above $90.
The next liquidity move could decide whether crypto resumes its rally or enters a deeper correction.
#Bitcoin #Ethereum #Nvidia #Crypto #Fed
$ETH
Wall Street is opening September under pressure as surging oil pushes inflation expectations and bond yields higher. Markets are now pricing roughly a 66â68% probability of a Fed hike this month. đđąïž
That matters for $BTC and $ETH:
Oil â â Inflation â â Yields â â Rate-cut hopes â â Liquidity tightens â Risk assets face pressure.
Meanwhile, AI spending remains explosive. đ€ $35B AnthropicâLambda deal adds another massive demand signal for $NVDA chips and data-center capacity.
â ïž Crypto bias: Cautious/bearish while yields and oil accelerate.
đ Watch U.S. 10Y near 4.8% and oil above $90.
The next liquidity move could decide whether crypto resumes its rally or enters a deeper correction.
#Bitcoin #Ethereum #Nvidia #Crypto #Fed
$ETH