“Hey bro, crazy day in crypto!”
Bitcoin just hit $98K, and inflation numbers (CPI & Core) are still climbing. That basically means inflation isn’t going down to 2% anytime soon. In fact, they might just shift the target to 3% instead, and if the U.S. does it, other countries will probably follow.
But here’s the weird part—CPI is up, but the U.S. dollar (DXY) is crashing. That’s a huge sign that the Fed’s strategy to control inflation isn’t working.
Market Timeline Today (UTC+6):
- 8 AM – 3 PM: Green market! Japan’s PPI (inflation at the producer level) is up from 3.9% to 4.2%, which means the Yen will inflate. The Bank of Japan actually wants this to keep their carry trade game strong.
- 4 PM – 6 PM: Still looking good, likely green. China’s M1 money supply data might come out today. U.S. CPI rising means China might take action to prevent too much investment flowing into the U.S.
- 7 PM – 10 PM: More green. U.S. PPI (producer inflation) is rising.
- 10 PM – Midnight: Watch out—market makers could mess around.
- 1 AM – 8 AM: RRP is dropping (basically, the Fed is quietly injecting liquidity into the market). This shows that the Fed isn’t truly independent. They’re pretending to keep rates high while still secretly printing money.
Bitcoin pumping while the dollar is crashing is like a truth serum for the financial world—it exposes the real value of money.
Politics and the Bigger Picture
- Trump’s meeting with Putin and Saudi Arabia is all about isolating China. His strategy? Money over military. He doesn’t want China and Russia getting too close.
- Putin is now in a tight spot—stay loyal to China or betray them? Historically, Russia has played both sides. Even back in the day, they helped Mongolia split from China.
- Geopolitics is dirty. Instead of getting dragged into the drama, it’s smarter to just focus on making money for your family’s future.
The Media is a Distraction
Want peace of mind? Do the opposite of what the media tells you. When the media hypes something, be skeptical. When they spread FUD (fear, uncertainty, doubt), it’s often just a distraction.
What’s Up With the Fed?
- Powell: “We want to keep monetary policy tight.”
Also Powell: Sneakily injects liquidity through RRP. - If the Fed was truly independent, they’d be raising rates because inflation isn’t under 3% yet.
- But politics is in play. Powell is likely caving to Trump’s request to cut rates to help his election chances.
- The Fed is running out of tools. Normally, they should be doing QT (quantitative tightening), but instead, they’re cutting rates and reducing RRP to zero. That’s fake QT.
If Bitcoin was meant to crash, it would’ve already crashed hard—not just a small dip.
Where’s the Real Liquidity?
Want to understand the markets? Forget the headlines. Just track these 4 things:
- Debt levels
- M2 money supply (total money circulating)
- RRP (reverse repo liquidity)
- RRR (bank reserve requirements)
At the end of the day, it’s all about whether the money supply is growing or shrinking.
Final Thought:
Forget the noise. The only thing that matters is where the money is flowing. Stay focused, ignore the media circus, and happy days ahead. 🚀
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