cpi

Kamēr mediju cikli koncentrējas uz īstermiņa svārstīgumu, strukturāla mainīgā ir pārvietojusies zem virsmas:
ASV Korupcijas uztveres indekss (CPI) ir nokritis līdz 31 gada zemākajam līmenim.
Tas nav politisks virsraksts.
Tas ir kapitāla uzticības signāls.
Kad institucionālā uzticība pasliktinās, kapitāls tiek pārdalīts.
1. Institucionālā kredibilitāte ir monetārs mainīgais
Transparence International jaunākie dati nosaka ASV pie 64/100 — zemākais rādītājs trīsdesmit gadu laikā.
Pēdējo 10 gadu laikā rādītājs ir samazinājies par 11 punktiem.

$BTC $ETH $ADA
The US Consumer Price Index (CPI) is a key measure of inflation, and its releases (monthly from the Bureau of Labor Statistics) often cause significant volatility in Bitcoin (BTC) and Ethereum (ETH) prices. Crypto markets treat BTC and ETH as risk-on assets, similar to stocks, so they react strongly to inflation data through its implications for Federal Reserve policy.
General Impact of CPI on BTC and ETH
Lower-than-expected CPI (cooler inflation): This is typically bullish for BTC and ETH. It boosts expectations for Fed rate cuts (or pauses in hikes), increases liquidity, weakens the US dollar, and encourages investment in higher-risk assets like cryptocurrencies. Historically, softer CPI prints have led to price rallies, as seen in recent examples where BTC jumped several percent after downside surprises.Higher-than-expected CPI (hotter inflation): This is usually bearish. It signals persistent inflation, potentially delaying rate cuts, strengthening the dollar, raising bond yields, and reducing appetite for risk assets. This can trigger sell-offs, with BTC and ETH dropping as traders shift to safer havens.In-line with expectations: Often causes limited movement or short-term volatility, but the market quickly looks ahead to other data (e.g., PCE, jobs reports, Fed minutes).Broader context: Crypto's correlation with stocks means CPI influences risk sentiment overall. In periods of high institutional adoption (like now in 2026), BTC/ETH behave more like traditional assets, amplifying reactions. Some studies show BTC can act as an inflation hedge in certain contexts (prices rising after positive inflation shocks pre-2020s), but this has weakened recently as it integrates into mainstream finance.
Recent Examples (as of mid-February 2026)
The latest January 2026 CPI release (reported around February 13) came in softer than expected: headline ~2.4% YoY (vs. ~2.5% forecast), down from prior levels. This fueled optimism for Fed rate cuts, briefly pushing BTC higher (e.g., rebounds toward $68K–$70K in some sessions) and supporting ETH sentiment, though broader market weakness (low retail interest, derivatives cooling) limited sustained gains.Hotter prints in past cycles have pressured prices downward, with threats of BTC testing lower supports like $60K if inflation surprises to the upside.
In short, CPI doesn't directly "cause" long-term trends but acts as a major short-term catalyst—often leading to 5–10%+ swings in BTC/ETH within hours/days of release. Always watch the deviation from expectations more than the absolute number, plus follow-on Fed signals.#Bitcoin #Ethereum #CPI #Inflation #CPIWatch

• Inflācija Amerikas Savienotajās Valstīs turpina mazināties.
CPI šajā mēnesī ir 2.4% (iepriekšējais 2.7%).
Core CPI ir 2.5% (iepriekšējais 2.6%).
→ Pakāpeniska inflācijas samazināšanās palīdz mazināt politiskās spiedienu un rada “pietiekami stabilu” vidi riskantajiem aktīviem.

• Theo Tom Lee no Fundstrat, kripto tirgus varētu būt tuvu cikla apakšai.
→ Šī nostāja nostiprina naratīvu, ka pašreizējā koriģēšana ir vairāk akumulācijas posms nekā jauna lejupslīde.

Prognožu tirgiem jāmainās uz hedžēšanu, saka Vitaliks Buterins
Prognožu tirgi ir novirzīti uz īstermiņa likmēm, nevis reālu risku pārsūtīšanu. Vitaliks Buterins apgalvo, ka to dizainam jāprioritizē mājsaimniecību un uzņēmumu risku aizsardzība pār spekulācijām.
Sabiedrisko komentāru un pārklājuma pārskats norāda, ka viņa bažas ir saistītas ar strukturālajām stimulām. Bez mehānismiem, kas saglabā ražu no novietotā nodrošinājuma, hedžeriem ir pastāvīgs kapitāla izmaksu sods, ko tirgotāji var ignorēt.
Kāpēc tas ir svarīgi: prognožu tirgu hedžēšanas vajadzības prasa procentus nesošu nodrošinājumu