📊 U.S. Inflation Data Overview

In June 2025, U.S. CPI rose 0.3% month-over-month and 2.7% year-over-year, up from 2.4% in May. This matched forecasts, sparking renewed discussions about tariff-driven inflation and keeping the Fed cautious about rate cuts .

Core CPI (excluding food & energy) rose 0.2% MoM and approximately 2.9% YoY — aligning with expectations .

Market Reactions

Traditional Markets

Stock futures rallied

Treasury yields stabilized

U.S. dollar slightly strengthened

Crypto Markets

Bitcoin rebounded above $100K following the report, signaling hope that the Fed may begin rate cuts soon .

Crypto indexes climbed: BTC +4–6%, ETH, XRP, SOL—all showing gains .

Why This Matters for Bitcoin

1. Inflation in check – With CPI as expected, markets grew confident in a potential 25-bp Fed rate cut in the short term, giving crypto a boost .

2. Investor sentiment shift – $BTC briefly pushed above $100K as traders anticipated easier monetary policy .

3. Crypto vs. macro trends – A CPI aligned with forecasts typically coaxes risk-on behavior, favoring digital assets .

Final Take

The 2.7% CPI reading—firmly within expectations—helped defuse near-term inflation fears and renewed optimism for Federal Reserve easing. That, in turn, encouraged Bitcoin to surge over $100K, with altcoins following suit in a broader crypto rally. The next key triggers will be the Fed’s upcoming rate decisions and tariff impact data in July and August.

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