
#FOMC9To3Split
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About FOMC9To3Split
FOMC minutes showed a 9-3 vote to hold rates at 3.5%-3.75%. Logan, Hammack and Kashkari dissented, favoring a 25bp hike. Most backed holding, but many said tightening may be needed if inflation stalls. Softer CPI and weaker jobs reduced the case for an immediate hike, while CME put odds of a September hold near 67%. The minutes also flagged risks from AI infrastructure financing, stock valuations and Treasury volatility. Could inflation, long yields and AI valuations keep repricing risk assets?
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Macro Is Setting the Next Move for $BTC and $ETH
Markets are watching $BTC near $64K and $ETH around $1.9K, alongside five catalysts: Hormuz tensions, Treasury yields, Fed expectations, ETF flows, and today’s White House crypto summit.
The 10Y yield remains near 4.7%, while Brent approaches $92 as supply risks persist.
If oil cools, yields fall, and ETF flows strengthen, $BTC and $ETH could gain momentum. Otherwise, inflation, high yields, and recession risks could limit a breakout.
The Next $BTC Move Won’t Be Decided by Charts Alone 👀
$BTC is hovering around $64K while $ETH sits near $1.9K — but the real battle is happening in the macro backdrop.
Five things could shape the next big move: Hormuz tensions, Treasury yields, Fed expectations, ETF flows, and today’s White House crypto summit.
With the 10Y yield near 4.7% and Brent pushing toward $92, inflation pressure is still a serious risk.
#DailyOrbit

$BTC May Start It — But $ETH Could Decide What Comes Next 👀
September rate-cut expectations could ignite another $BTC move, but the bigger signal may come from what happens after the initial rally.
If $BTC cools while capital rotates into $ETH, that could mark broader market expansion.
If $ETH fails to attract follow-through, the move risks becoming another short-lived liquidity rally.
The key isn’t simply how high BTC goes.
It’s whether capital starts moving down the risk curve.
$BTC
The broader economic picture is firmly steering the ship for BTC and ETH at the moment.
Traders are hyper-focused on three main catalysts: escalating geopolitical tension near the Strait of Hormuz, fluctuating U.S. Treasury yields, and fresh regulatory hints dropping from today’s White House crypto roundtable.
Even with Bitcoin battling around $64K and Ethereum defending the $1.9K level, underlying demand is clearly there what’s lacking is strong conviction volume to lock in a decisive rally.

Today's Key Events (All EST) — 08/19/2026
07:00: US MBA Mortgage Applications
13:00: US 20-Year Bond Auction
14:00: FOMC Meeting Minutes
Before Open 👇
04:30: Full Truck Alliance $YMM
05:00: Weibo $WB
06:00: Lowe's $LOW
06:00: Estée Lauder $EL
06:00: Marti Technologies $MRT
06:30: Target $TGT
06:50: Kingsoft Cloud $KC
07:00: Analog Devices $ADI
07:00: ZIM Integrated Shipping Services $ZIM
07:00: Viking Holdings $VIK
07:00: Opera $OPRA
07:05: Antalpha Platform $ANTA
07:15: TOYO $TOYO
07:30: TJX $TJX
BMO: Datavault AI $DVLT
After Hours 👇
16:00: BILL Holdings $BILL
16:05: Carlyle Credit Income Fund $CCIF
16:10: John B. Sanfilippo & Son $JBSS
16:15: Webull $BULL
16:15: Unifi $UFI
16:30: Coty $COTY
16:30: Nordson $NDSN
16:30: Alvotech $ALVO
16:30: Beam Global $BEEM
AMC: Telix Pharmaceuticals $TLX
$CORE is a high-beta BTC play, so macro volatility can amplify both directions.
FOMC minutes are due today, while July Core PCE is scheduled for Aug. 26.
Good macro → potentially strong upside.
Bad macro → downside can accelerate.
High volatility week, so risk management matters more than chasing the move.

🦔The Fed released its July meeting minutes this afternoon. The vote to hold rates was 9-3, with three regional presidents voting to hike. Many members said they'd need to raise rates if inflation doesn't come down, and some thought current policy isn't restrictive enough. CPI is still at 3.4%. This dropped the same day the Treasury doubled its bond buybacks to bring yields down.
My Take
The Treasury spent this morning trying to push yields down. The Fed spent this afternoon telling you they might push them up. That contradiction on the same day is the clearest sign yet that nobody in Washington has a plan, they're improvising. Bessent wants lower long-term rates because the deficit is eating the government alive at 5.3%. Warsh can't cut because inflation is still nearly double the target. Three of his own members wanted to hike in July and said waiting would only force bigger hikes later.
I think the Fed hikes before the year is out, probably December, and the Treasury's buyback this morning was Bessent trying to build a cushion before it happens. The bond market has been saying this for weeks, long-term yields climbing even as economic data softens, and the minutes confirmed what the market already priced. Rates aren't coming down anytime soon, and anyone still making financial decisions based on cheap money coming back needs to adjust.
Hedgie🤗



