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Arsal Rehman
🏛️ Latest news from the US 🇺🇸
The Fed just delivered another inflation shock: forecasting 2026 PCE at 3.6%, more persistent than expected, while interest rates remain at 3.50–3.75% — the market had feared further rate hikes.
Thanks to weak employment data, the probability of a rate hike in September is down to ~44%, giving crypto a breather, but recession fears have resurfaced; a strong dollar (10-year yield at 4.1%) remains a headwind for risk assets.
Clear beneficiaries: digital gold $PAXG $XAUT up 8.7% last week, along with groups with real revenue like $UNI, $CRV.
Under pressure: meme coins and political coins — especially as Trump Media withdrew from the deal with Crypto.com (crypto loss of ~$361 million), dragging $CRO down ~14% this week.
But a positive signal has been overlooked: the US Senate just pushed the Clarity Act — a crypto legal framework — ahead of the August recess, paving the way for Trump's second policy win after the stablecoin act;
Clear laws are often a long-term catalyst. My prediction: $BTC will consolidate around $62–66k until the FOMC decision; groups directly benefiting from the legal framework like $XRP, $ADA will perform better than the general market.
Are you betting on the interest rate scenario or the legal framework scenario? #AIInfraEarningsWatch #CPIToResetFedBets #AIInfraFundingDiverges
Miễn trừ trách nhiệm: Nội dung OKX Orbit chỉ để tham khảo. Tìm hiểu thêm
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Crypto thịnh hành
BTC/USDTBitcoin
$74.817,2-0,01%
ETH/USDTEthereum
$2.125,82-0,01%
OKB/USDTOKB
$96,61-0,02%
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