Macro Meets Crypto: CPI, PPI, and the Federal Reserve’s FOMC Decision

TL;DR: U.S. inflation data (CPI and PPI) on September 10 will determine how markets position for the Federal Reserve’s September 17 Federal Open Market Committee (FOMC) meeting. A 25 basis point (bps) interest rate cut is already priced in at more than 90% odds according to CME FedWatch. Without cooler-than-expected inflation and/or a larger policy move, risk assets may stall or fade. Scenarios:

• Cool inflation + 25 bps cut: Short-term bounce, upside capped.
• Cool inflation + 50 bps cut: Breakout scenario led by Bitcoin, Ethereum, and altcoins.
• Hot inflation + 25 bps cut: Choppy, range-bound, prone to fading rallies.
• Hot inflation + no cut: Sharp risk-off move, equities and digital assets sell off, stablecoin dominance spikes.

Macro Setup: CPI (Consumer Price Index) and PPI (Producer Price Index) are the key U.S. inflation indicators driving monetary policy expectations. The Fed’s policy stance under Chair Jerome Powell is critical for both equities and digital asset markets. A 25 bps rate cut, already anticipated, risks being a classic “sell the news” event unless paired with dovish inflation data.

Scenario Analysis:

• Cool CPI/PPI: Ethereum (ETH) and altcoins could rotate higher ahead of the Fed, but unless TOTAL3 (total altcoin market cap excluding Bitcoin and Ethereum) breaks above the $1.09–$1.10T level, momentum may stall.
• Hot CPI/PPI: The Fed may still deliver the expected cut, but crypto assets likely remain range-bound or fade lower. Pre-FOMC strength would be vulnerable to quick reversals.
• 50 bps Surprise: If combined with cool inflation data, this would be the cleanest breakout setup. Bitcoin (BTC) would likely lead, with ETH dominance firming and broad altcoin participation.
• No Cut + Hot Data: The nightmare outcome. Markets would reprice sharply risk-off, with equities selling off, digital assets flushing lower, and USDT dominance (USDT.D) reclaiming higher ground.

Market Anchors:

• Bitcoin (BTC): A daily close above $116K opens broader risk-on conditions; a break below $108K signals risk-off. Bitcoin typically outperforms in downside scenarios as a relative safety asset, but also suppresses altcoin upside when capped under resistance.
• Ethereum (ETH): Key driver of altcoin rotation. Strength in the ETH/BTC pair supports broader digital asset participation, but without Bitcoin confirmation, Ethereum-led rallies may struggle.
• Liquidity Signals: Monitor stablecoin dominance (USDT.D), risk sentiment in equities, and cross-asset flows to validate market direction.

Simplified Playbook:

• Cool inflation + dovish Fed (50 bps) = breakout fuel
• Cool inflation + expected Fed move (25 bps) = short-lived bounce
• Hot inflation + modest cut = chop or fade
• Hot inflation + no cut = panic flush

Trader Takeaway: U.S. macroeconomic data (CPI and PPI) sets the tone, but the Federal Reserve’s monetary policy decision determines whether crypto markets break out or stall. If Darth Powell surprises with more than expected, the green light turns on for a real rally. If not, expect range-bound price action and fading of initial pumps.

Frequently Asked Questions (FAQ)

Q1: What are CPI and PPI, and why do they matter for crypto?
The Consumer Price Index (CPI) and Producer Price Index (PPI) are U.S. inflation indicators. They guide Federal Reserve monetary policy decisions. Lower inflation supports rate cuts, which often fuel risk-on behavior in equities and digital assets.

Q2: How does a 25 bps rate cut affect Bitcoin and Ethereum?
Since a 25 bps cut is already priced in, Bitcoin (BTC) and Ethereum (ETH) may initially pump but risk fading quickly. Sustained upside typically requires either cooler inflation data or a larger-than-expected cut.

Q3: What is the impact of a 50 bps rate cut?
A 50 bps cut, especially with cool inflation, is the strongest breakout trigger. It would likely drive Ethereum dominance higher and ignite broad altcoin participation, with Bitcoin providing directional leadership.

Q4: What is the worst-case scenario?
If inflation data runs hot and the Fed skips a cut, risk assets would sell off sharply. Equities and digital assets would face heavy downside, while stablecoin dominance (USDT.D) would spike as liquidity exits risk markets.

Q5: What levels should traders watch?

• Bitcoin: $116K breakout level, $108K risk-off trigger.
• TOTAL3: Breakout confirmation above $1.09–$1.10T.
• USDT.D: Rising dominance = risk-off signal.

Q6: When is the key date?

• September 10: CPI and PPI inflation data.
• September 17: FOMC meeting and Powell’s rate decision.

Q7: What is the FOMC and how does it apply here?
The Federal Open Market Committee (FOMC) is the branch of the Federal Reserve responsible for setting U.S. interest rates and monetary policy. Its decisions directly influence market liquidity, risk sentiment, and the cost of capital. For crypto, dovish moves like rate cuts can trigger rallies in Bitcoin, Ethereum, and altcoins, while hawkish or neutral moves often lead to range-bound trading or risk-off declines.

• September 10: CPI and PPI inflation data.
• September 17: FOMC meeting and Powell’s rate decision.

Q8: Will the Fed cut rates in September 2025?
According to CME FedWatch, markets have priced in over 90% odds of a 25 bps cut at the September 17, 2025 FOMC meeting. This makes a small cut highly likely, though surprises (such as a 50 bps move) remain possible depending on inflation data.

Q9: How does the CPI report affect crypto prices?
A cooler-than-expected CPI print tends to boost risk appetite, encouraging rallies in Bitcoin, Ethereum, and altcoins. A hotter CPI reading raises inflation concerns, often capping crypto rallies or triggering sell-offs as investors anticipate tighter Fed policy.

Sources: CME FedWatch, Reuters, MarketWatch, Barron’s, BeInCrypto

Series7trader

100% Human generated content.

Not financial advice. Do your own research.

Macro Meets Crypto: CPI, PPI, and the Federal Reserve’s FOMC Decision

TL;DR: U.S. inflation data (CPI and PPI) on September 10 will determine how markets position for the Federal Reserve’s September 17 Federal Open Market Committee (FOMC) meeting. A 25 basis point (bps) interest rate cut is already priced in at more than 90% odds according to CME FedWatch. Without cooler-than-expected inflation and/or a larger policy move, risk assets may stall or fade. Scenarios:

• Cool inflation + 25 bps cut: Short-term bounce, upside capped.
• Cool inflation + 50 bps cut: Breakout scenario led by Bitcoin, Ethereum, and altcoins.
• Hot inflation + 25 bps cut: Choppy, range-bound, prone to fading rallies.
• Hot inflation + no cut: Sharp risk-off move, equities and digital assets sell off, stablecoin dominance spikes.

Macro Setup: CPI (Consumer Price Index) and PPI (Producer Price Index) are the key U.S. inflation indicators driving monetary policy expectations. The Fed’s policy stance under Chair Jerome Powell is critical for both equities and digital asset markets. A 25 bps rate cut, already anticipated, risks being a classic “sell the news” event unless paired with dovish inflation data.

Scenario Analysis:

• Cool CPI/PPI: Ethereum (ETH) and altcoins could rotate higher ahead of the Fed, but unless TOTAL3 (total altcoin market cap excluding Bitcoin and Ethereum) breaks above the $1.09–$1.10T level, momentum may stall.
• Hot CPI/PPI: The Fed may still deliver the expected cut, but crypto assets likely remain range-bound or fade lower. Pre-FOMC strength would be vulnerable to quick reversals.
• 50 bps Surprise: If combined with cool inflation data, this would be the cleanest breakout setup. Bitcoin (BTC) would likely lead, with ETH dominance firming and broad altcoin participation.
• No Cut + Hot Data: The nightmare outcome. Markets would reprice sharply risk-off, with equities selling off, digital assets flushing lower, and USDT dominance (USDT.D) reclaiming higher ground.

Market Anchors:

• Bitcoin (BTC): A daily close above $116K opens broader risk-on conditions; a break below $108K signals risk-off. Bitcoin typically outperforms in downside scenarios as a relative safety asset, but also suppresses altcoin upside when capped under resistance.
• Ethereum (ETH): Key driver of altcoin rotation. Strength in the ETH/BTC pair supports broader digital asset participation, but without Bitcoin confirmation, Ethereum-led rallies may struggle.
• Liquidity Signals: Monitor stablecoin dominance (USDT.D), risk sentiment in equities, and cross-asset flows to validate market direction.

Simplified Playbook:

• Cool inflation + dovish Fed (50 bps) = breakout fuel
• Cool inflation + expected Fed move (25 bps) = short-lived bounce
• Hot inflation + modest cut = chop or fade
• Hot inflation + no cut = panic flush

Trader Takeaway: U.S. macroeconomic data (CPI and PPI) sets the tone, but the Federal Reserve’s monetary policy decision determines whether crypto markets break out or stall. If Darth Powell surprises with more than expected, the green light turns on for a real rally. If not, expect range-bound price action and fading of initial pumps.

Frequently Asked Questions (FAQ)

Q1: What are CPI and PPI, and why do they matter for crypto?
The Consumer Price Index (CPI) and Producer Price Index (PPI) are U.S. inflation indicators. They guide Federal Reserve monetary policy decisions. Lower inflation supports rate cuts, which often fuel risk-on behavior in equities and digital assets.

Q2: How does a 25 bps rate cut affect Bitcoin and Ethereum?
Since a 25 bps cut is already priced in, Bitcoin (BTC) and Ethereum (ETH) may initially pump but risk fading quickly. Sustained upside typically requires either cooler inflation data or a larger-than-expected cut.

Q3: What is the impact of a 50 bps rate cut?
A 50 bps cut, especially with cool inflation, is the strongest breakout trigger. It would likely drive Ethereum dominance higher and ignite broad altcoin participation, with Bitcoin providing directional leadership.

Q4: What is the worst-case scenario?
If inflation data runs hot and the Fed skips a cut, risk assets would sell off sharply. Equities and digital assets would face heavy downside, while stablecoin dominance (USDT.D) would spike as liquidity exits risk markets.

Q5: What levels should traders watch?

• Bitcoin: $116K breakout level, $108K risk-off trigger.
• TOTAL3: Breakout confirmation above $1.09–$1.10T.
• USDT.D: Rising dominance = risk-off signal.

Q6: When are the key dates?

• September 10: CPI and PPI inflation data.
• September 17: FOMC meeting and Powell’s rate decision.

Q7: What is the FOMC and how does it apply here?
The Federal Open Market Committee (FOMC) is the branch of the Federal Reserve responsible for setting U.S. interest rates and monetary policy. Its decisions directly influence market liquidity, risk sentiment, and the cost of capital. For crypto, dovish moves like rate cuts can trigger rallies in Bitcoin, Ethereum, and altcoins, while hawkish or neutral moves often lead to range-bound trading or risk-off declines.

• September 10: CPI and PPI inflation data.
• September 17: FOMC meeting and Powell’s rate decision.

Q8: Will the Fed cut rates in September 2025?
According to CME FedWatch, markets have priced in over 90% odds of a 25 bps cut at the September 17, 2025 FOMC meeting. This makes a small cut highly likely, though surprises (such as a 50 bps move) remain possible depending on inflation data.

Q9: How does the CPI report affect crypto prices?
A cooler-than-expected CPI print tends to boost risk appetite, encouraging rallies in Bitcoin, Ethereum, and altcoins. A hotter CPI reading raises inflation concerns, often capping crypto rallies or triggering sell-offs as investors anticipate tighter Fed policy.

Sources: CME FedWatch, Reuters, MarketWatch, Barron’s, BeInCrypto

Series7trader

100% Human generated content.

Not financial advice. Do your own research.

SPX6900 is unlike anything else in crypto right now, if ever.

For sometime I’ve been seeing things happen with SPX6900 that I haven’t seen happening with any other coin this cycle.

But things have gone to another level in recent weeks. In all honesty, I don’t even remember this happening even with Bitcoin (at least not with such a frenzy of connecting with regular people so quickly) and I was there on Bitcointalk many many years ago seeing all but the very earliest history. Doge and Shib last cycle are perhaps the only comparable events - but they weren’t as focused, nor attracted the same kind of EQ/IQ capital.

I think what is starting to happen reminds me more and more of non-crypto movements - and the majority of crypto people are still sleeping on this, even if they have at least more widely recognised SPX’s staying power and community over the last six months. They don’t see it properly precisely because it has evolved into something genuinely novel to crypto.

So do with this information as you will.

All I care about is flipping the stock market.

100% Bitcoin - Worth it?

I am looking at switching from River to Strike so I can go 100 percent Bitcoin and automate my bills. The plan would be to deposit my paycheck into Strike, convert to Bitcoin, and have my mortgage, credit cards, and tuition paid directly without touching fiat. Anyone here already doing this?

The biggest benefit is convenience. Strike can handle bill pay automatically, so there is no need to constantly move money around or manually convert to fiat. Spreads look competitive, payments are fast, and the process makes it easy to actually live fully on Bitcoin. It also feels like a stronger commitment to the Bitcoin standard and a way to protect against fiat inflation as economic conditions get tougher.

The main drawback is taxes. Every bill payment counts as a taxable event, so you need to track gains and losses for each one. That means good software or clean records are important. Strike also does not have FDIC coverage, and there is always the risk of volatility before a big payment, although long term the bet is that Bitcoin continues to appreciate.

On paper it looks simple and clean: paychecks in, bills out, everything in Bitcoin. I would like to hear from anyone already doing this and how it has worked in practice. If I were to go through with this, I believe I would use the HIFO method as it seems to be the most recommended, then every month with excess over my monthly bills I would put in cold storage.

The Daily Market Flux - Your Complete Market Rundown (09/08/2025)

Market Flux is the new standard in financial news aggregation, we’re committed to providing you with a complete, real-time view of the financial world.

Our platform aggregates and organizes all relevant market news, helping you stay informed, up-to-date, and knowledgeable without spending hours sifting through headlines.

Reinvented to keep you in control, it's where your edge begins with better information. Go from market noise to clarity in seconds with a real-time platform built to redefine how traders and investors digest financial news.

Visit www.marketflux.io

Here is Your Complete Market Rundown (09/03/2025)

Company News

Tesla, Inc. (TSLA)

Performance Overview

1D Change:  -1.27%

5D Change:  3.72%

News Volume:  174

Unusual Volume Factor:  1x

Tesla's U.S. Market Share Dips as Musk Eyes Trillion-Dollar Future in AI and Space

Tesla, the electric vehicle giant, is facing a series of challenges and opportunities as it navigates an increasingly competitive market. Recent data shows that Tesla's U.S. market share has dropped to its lowest level since 2017, falling to 38% in August. This decline comes as rival automakers ramp up their EV offerings and incentives, putting pressure on Tesla's aging lineup.

Full coverage of $TSLA on MarketFlux.io

Uber Technologies, Inc. (UBER)

Performance Overview

1D Change:  3.7%

5D Change:  0.56%

Uber Expands Autonomous Vehicle Testing and Taps Bond Market in Strategic Growth Push

In a significant move towards autonomous transportation, Uber has announced a partnership with Chinese autonomous driving company Momenta to test robotaxi services in Munich, Germany, starting in 2026. This collaboration is part of Uber's broader strategy to integrate autonomous vehicles across its ridehail, delivery, and freight businesses. The company has already established partnerships with 20 global AV partners, generating an annualized rate of 1.5 million mobility and delivery trips.

Full coverage of $UBER on MarketFlux.io

International Business Machines Corporation (IBM)

Performance Overview

1D Change:  3.02%

5D Change:  5.14%

IBM Advances Quantum Computing Efforts Amid Mixed Market Signals

In today's financial news, IBM takes center stage with significant developments in quantum computing. The company's CFO announced that IBM now has over 75 quantum computers in scaled production, marking a substantial leap in their quantum capabilities. Additionally, IBM aims to demonstrate the first error-corrected quantum computer by 2028, showcasing their commitment to advancing this technology.

Full coverage of $IBM on MarketFlux.io

Pepsico, Inc. (PEP)

Performance Overview

1D Change:  -3.2%

5D Change:  -4.69%

PepsiCo CEO Confronts Activist Investor's Demand for Major Overhaul

PepsiCo CEO Ramon Laguarta faces pressure from activist investor Elliott, who is pushing for significant changes and a strategy reset.

Full coverage of $PEP on MarketFlux.io

Geopolitics Events

French Government Teeters on Edge of Collapse as Prime Minister Faces Crucial Confidence Vote

France's political landscape is in turmoil as Prime Minister François Bayrou faces a confidence vote today, with his government on the brink of collapse. If Bayrou exits, it would mark the third departure of a French premier in just over a year, and the fourth in three years. This potential upheaval threatens to plunge the eurozone's second-largest economy into further political uncertainty.

Supreme Court Greenlights Expanded Immigration Raids in Los Angeles

The US Supreme Court has lifted restrictions on immigration raids in Los Angeles, backing the Trump administration's aggressive enforcement efforts.

Trump Demands Foreign Companies Train Americans Amid Hyundai Travel Advisory and Automotive Policy Shifts

In a series of significant developments, Hyundai Motor has advised its employees to delay US business trips following a raid, prompting President Trump to demand foreign companies train Americans. The automotive industry faces potential shifts as Trump pushes to cut federal sales incentives and roll back emissions standards, potentially benefiting Detroit automakers.

Supreme Court Backs Trump's Temporary Dismissal of Democratic FTC Commissioner

The U.S. Supreme Court has temporarily allowed President Trump to remove a Democratic member of the Federal Trade Commission.

Trump Faces Legal Setback as Court Upholds Defamation Judgment, Predicts More University Settlements

President Donald Trump faces multiple legal and political challenges today. A federal appeals court in Manhattan upheld an $83.3 million defamation judgment against Trump in E. Jean Carroll's lawsuit, calling his conduct "extraordinary and unprecedented."

Xi and Putin Attend BRICS Summit, Stress Multilateralism; Modi Absent

Chinese President Xi Jinping and Russian President Putin are participating in a virtual BRICS trade summit. Xi emphasizes the importance of multilateralism and open cooperation.

Netanyahu Warns Gaza Residents as Israel Escalates Military Operations

Israeli Prime Minister Netanyahu issues urgent warning to Gaza residents, urging them to "leave now" as Israel intensifies its assault. This follows a deadly shooting in Jerusalem where Palestinian gunmen killed six people at a bus stop.

Stock Markets Events

Wall Street Climbs as Gold Hits Record High; Investors Eye Crucial Inflation Data

Wall Street opened mostly higher on Monday, with major US indexes rising as traders anticipate key economic data releases this week. The positive sentiment is driven by expectations of potential Federal Reserve interest rate cuts, which investors believe could fuel further stock market gains.

Technology Events

Nebius Secures Massive AI Infrastructure Deal with Microsoft

Nebius Group NV ($NBIS) has signed a multi-year AI infrastructure deal with Microsoft ($MSFT), valued at up to $19.4 billion.

Intel Reshuffles Leadership, Products Chief Departs

Intel announces significant leadership changes across key business units. Kevork Kechichian will lead the Data Center Group, while Naga Chandrasekaran expands his role to cover Foundry Services. Jim Johnson is named SVP and GM of the Client Computing Group.

Crypto Events

Bitcoin Surges Past $112K, Altcoins Rally as Crypto Market Gains Momentum Under Pro-Crypto Administration

The cryptocurrency market is experiencing a significant surge, with Bitcoin leading the charge by breaking past $112,000. This remarkable rally has caught the attention of investors and analysts alike, as the world's largest cryptocurrency inches closer to potential record highs. Ethereum, XRP, and Dogecoin are also showing positive momentum, contributing to the overall bullish sentiment in the crypto space.

Cryptocurrency $WLD Skyrockets 45% as Eightco Unveils $250M Treasury, Sparking Market Frenzy

In a stunning market development, the cryptocurrency $WLD has exploded, surging by 45% in just a few hours. This dramatic rise follows Eightco's announcement of a $250 million Worldcoin Treasury, backed by $20 million from Bitmine.

Massive JavaScript Supply Chain Attack Targets Crypto Users, SwissBorg Platform Loses Millions

A massive supply chain attack has compromised core JavaScript libraries on NPM, targeting cryptocurrency users. The attack, described as the largest of its kind, injects malware that redirects crypto transactions to attacker wallets.

Crypto Asset Manager CoinShares Pursues U.S. Public Listing via $1.2B SPAC Deal

CoinShares, a crypto asset manager, announces plans to go public in the U.S. through a $1.2 billion SPAC deal with Vine Hill.

Eightco Stock Soars on Worldcoi Treasury Plan and Dan Ives Appointment

Eightco Holdings' stock skyrocketed by over 5,600% on Monday following two major announcements:

CleanCore Solutions Launches Dogecoin Treasury

CleanCore Solutions has initiated its Dogecoin treasury strategy with a significant purchase of 285.4 million DOGE, worth $68 million.

Swiss Crypto Exchange SwissBorg Suffers Massive $41 Million Solana Hack

SwissBorg, a Swiss crypto platform, has fallen victim to a major security breach. Hackers exploited a compromised partner API, targeting the platform's earn program and making off with over $41 million in Solana (SOL) cryptocurrency.

Corporate Actions Events

SpaceX's Starlink Acquires EchoStar Spectrum in Massive $17 Billion Deal, Boosting Global Broadband Capabilities

SpaceX's Starlink has reached a groundbreaking agreement to acquire spectrum licenses from EchoStar Corporation for a staggering $17 billion. The deal includes $8.5 billion in cash, $8.5 billion in SpaceX stock, and approximately $2 billion in debt interest support.

StubHub Files for NYSE IPO, Targets $9 Billion Valuation

StubHub Holdings, a ticket reselling platform, has filed for an IPO on the NYSE under the ticker STUB. The company aims to raise up to $851 million, potentially valuing it at $9.2 billion.

PNC Financial Strikes $4.1 Billion Deal to Acquire FirstBank Holdings

PNC Financial has agreed to acquire Colorado-based FirstBank Holdings in a $4.1 billion deal.

Klarna IPO Draws Strong Investor Interest, Likely to Price at Premium

Klarna's highly anticipated IPO is generating significant investor enthusiasm. The Swedish fintech giant, boasting 111M active customers and $112B in GMV, is guiding investors towards pricing at the top end or above its $35-$37/share range.

Healthcare Events

Biotech Sector Buzzes with Mixed Results: FDA Designations, Promising Trials, and Market Movements

In today's biotech news, euroNOS received FDA orphan drug designation for its glioblastoma treatment, boosting $XAIR stock. Lilly's blood cancer drug showed promise in early treatment trials, while Lexicon submitted new data to the FDA for a potential diabetes drug approval.

Macro Events

EU Explores Fresh Sanctions on Russian Banks and Oil Sector, Oil Prices Climb

The European Union is considering new sanctions on Russia, targeting banks and oil trade to pressure Putin to end the war in Ukraine. The measures could affect about half a dozen Russian banks and energy companies.

Consumer Inflation Expectations Edge Up for Short-Term, Remain Stable Long-Term

The New York Fed's consumer expectations survey reveals a slight uptick in 1-year inflation expectations to 3.2% in August from 3.1% in July.

Trump Administration Seeks Supreme Court Approval to Freeze Foreign Aid Billions

The Trump administration has petitioned the US Supreme Court to uphold a freeze on foreign assistance funding. This move could potentially lead to the expiration of billions of dollars in aid by the end of September.

German Industrial Output Surges, China Trade Growth Slows

German industrial production surged 1.3% month-over-month in July, surpassing forecasts and reversing previous declines. The year-over-year figure also impressed at 1.5%, defying expectations of a contraction.

Gold Shatters Records, Surpassing $3,600 as Rate Cut Expectations Grow

Gold surges to a new record high, breaking through $3,600 per ounce and reaching $3,630. The precious metal's rally is fueled by increasing bets on Federal Reserve rate cuts.

Oil And Gas Events

Oil Prices Surge Despite OPEC+ Output Hike, Boosted by Asian Demand

Oil prices rallied on Monday, with Brent crude futures climbing 2% above $66.5 per barrel. The surge came despite OPEC+'s decision to increase output by 137,000 bpd in October.

Major LNG Deals Inked as ConocoPhillips Streamlines Operations

Commonwealth LNG and EQT Corporation sign a 20-year LNG sale and purchase agreement for 1 million tons annually.

Real Estate Events

REITs Make Waves as Real Estate Market Sparks Debate and Regret

In today's financial news, REITs are making headlines. Rick Perry's Fermi Energy Infrastructure REIT has filed for an IPO. Meanwhile, Wheeler Real Estate Investment Trust adjusts its note conversion price following September redemptions.

U.S. Housing Market Hits Record $55.1 Trillion Amid Mixed Trends and Climate Concerns

The U.S. housing market has reached a record $55.1 trillion, gaining $862 billion in the past year despite losses in seven states. Florida, California, and Texas led the declines, while New York added $216 billion, driving a quarter of total gains. Since 2020, housing wealth has climbed by $20 trillion.

Legal Events

NASDAQ Proposes Tokenized Stock Trading, Awaits SEC Approval

NASDAQ has submitted a groundbreaking proposal to the SEC, seeking to amend rules that would allow securities listed on its exchange to be traded in both traditional and tokenized forms. This move signals a significant step towards integrating blockchain technology into mainstream capital markets.

Explore More Headlines at www.marketflux.io

© 2025 Market Flux. All rights reserved.

I got 3 figures from $PTB portal to bitcoin by just yapping

After Portal to Bitcoin $PTB got listed on several exchanges. I got about 3 figures from it, including the the few extra tokens I got from bitget poolX and launchpool event.

its about 4 days now so I think I cool enough to talk about the project.

In case you don’t know, this is a project that focuses on swapping between Bitcoin blockchain and other blockchains. And they reward active Kaito yappers some have been with them for almost a year, but it finally paid off.
and phase 2 is about to drop

So guys, Kaito still pays, and if you didn’t participate in this one, you can still try another project. for me I am just starting, I believe the meta is still there.

A non-tribal conversation about OP_RETURN, Inscriptions, Core and Knots?

Hoping this is a space where we can have a non-politically charged conversation about the OP_RETURN debate and hash out the actual results of what Core 30 will bring.

Background: I was at Bitcoin++ in Austin back in May 2025 and was present when Peter Todd, Shinobi, BitcoinMechanic, Luke Dashjr, Matt Corallo, Gloria Zhao, Peter Wuille, Jameson Lopp, and various other relevant people in the Bitcoin space were present and debating the intended change to OP_RETURN. There was an Oxford-Style debate amongst a cadre of those listed above and others on the pros and cons of the planned change. There was also a panel of Core devs on the last day of the conference that got on stage and talked about their decisions around the OP_RETURN change. All-in-all it was civil and professional but there was a real undercurrent of tribalism, distrust and anger in the room all throughout. It eventually devolved into a few of the Core devs literally wearing red baseball caps with "Core" on them and other folks wearing yellow baseball caps with "Knots". It seemed childish at the time... Since that event I've listened to like 20 long form podcasts on the topic, read numerous articles, boned up on the technical details of the Bitcoin protocol via books like Mastering Bitcoin and sites like learnmeabitcoin, participated in various arguments in r/Bitcoin and in the YouTube comments of relevant videos and gone round and round with ChatGPT. I've changed my mind like 50 times on which "side" is right. It has been exhausting!

Now: the current debate has reached the "won't you think of the children" phase of the community civil war. Knots crowd is accusing Core crowd of inviting CSAM on to the Bitcoin blockchain and Core folks are now threatening the wives of Knots folks and accusing them of being pedophiles. It's become completely toxic obviously...

Reason for the post: I was right on the cusp of swapping out my Core node for a Knots node when I went one more round with ChatGPT and now I've changed my mind again. During this entire debate the main messaging from Core has been that people don't understand the technical details related to their reasons for removing the OP_RETURN limit and deprecating the ability to configure the limit in your node's relay policy so they should just shut up and move on with their lives. I've found this to be a douchy tact but maybe it was right after all.

Here is my attempt to explain what they apparently meant but could never quite communicate clearly.

They fucked up when they introduced Taproot in 2021 by allowing inscriptions. Inscriptions allow a single data chunk to be included in a transaction that is only limited by the size of a block, 4MB, and it gets a 75% discount on fees by dent of it being included in the witness portion of a transaction. This is at the consensus level and is completely valid. There is no need to go to a miner out of band to have it included in a block. This means that since 2021 anyone can put anything they want, up to 4MB per block, on the Bitcoin blockchain. Full stop.

This, in my view, invalidates all of the spam arguments being made by the Knots side of the debate. Regardless of the details of the changes to OP_RETURN, all of the spam arguments are irrelevant considering there already is and has been a much better and MUCH cheaper way to embed spam on the blockchain.

Once you understand a little more about OP_RETURN and the fact that at the consensus level there is already a 10KB limit on the contents of OP_RETURN it really brings the issue into relief. It really is just a code clean up and removal of an unnecessary and ineffective irritant for that code to be used for other things that could use OP_RETURN that helps the ecosystem grow. Namely using it as the commitment layer for other tools and side chains etc.

What I want: Someone to tell me I'm an idiot. Help me change my mind AGAIN please. Make it make sense.

What I ask: Let's try to have a non-tribal, non-political, non-religous, non-kiddiepornaccusation discussion about the debate in hopes of coming to an agreement on the best course of action moving forward.