Inflation cooled, but policy did not
CPI came in softer than expected, yet markets still price almost zero probability of near-term rate cuts
Reason sits beneath the headline: energy-driven inflation and geopolitical pressure keep the Fed cautious
$BTC reacted as expected, pushing toward the mid-70K range, but the move feels more liquidity-driven than structurally confirmed
Rates staying higher for longer caps upside speed, not necessarily direction
So, the setup becomes asymmetric: easing inflation supports risk assets, but delayed cuts limit expansion
Can BTC can keep grinding higher without actual monetary easing behind it??
From X
Disclaimer: The above content reflects only the author's opinion and does not represent any stance of CoinNX, nor does it constitute any investment advice related to CoinNX.

