Bitwise CIO Outlines Three Macro Scenarios for Bitcoin
Bitwise CIO Matt Hougan identifies three macro scenarios where Bitcoin thrives, supported by $6 billion in Q3 2026 ETF inflows and institutional adoption.

Bitwise CIO Matt Hougan identifies three macro scenarios where Bitcoin thrives, supported by $6 billion in Q3 2026 ETF inflows and institutional adoption.

Bitcoin faces resistance at 88,000 USD as ETF inflows decline and macroeconomic uncertainty persists, according to a new report from Glassnode.

Rising 10-year US Treasury yields, which recently hit 5.34%, are challenging Bitcoin's appeal as investors shift capital toward government bonds offering returns above 5%.

Build Asset Management CIO Matt Dines explains why the parallel rise of the US dollar and Bitcoin signals a shift toward a new US-led financial system.

Bitcoin prices faced pressure in October due to rising bond yields, oil prices, and significant outflows from spot ETFs, pushing the market sentiment to neutral.

The Crypto Fear and Greed Index has retreated to neutral levels as Bitcoin faces downward pressure from macroeconomic headwinds and significant ETF outflows.

Robert Hall and Michael Woodford have been awarded the 2026 Nobel Prize in Economic Sciences for their research on macroeconomic stabilization models.

Rising US Treasury yields and upcoming inflation data are creating significant selling pressure on Bitcoin and the broader cryptocurrency market.

Bitcoin proxy stocks saw sharp declines in early October as macroeconomic pressures outweighed crypto-specific trends, while the underlying asset showed greater resilience.

StoneX strategist Vincent Deluard warns of a post-November stock market downturn while maintaining a bullish outlook on Bitcoin and gold as hedges against dollar debasement.

Fidelity's Jurrien Timmer forecasts Q3 earnings growth of up to 35%, even as market price-to-earnings multiples face downward pressure.

The probability of a Federal Reserve rate hike in October has fallen to 18.3%, while expectations for a cut remain at 0%, influencing market sentiment and Bitcoin price volatility.

Analyst Benjamin Cowen expects 10-year Treasury yields to peak by mid-November, potentially easing pressure on risk assets like Bitcoin.

Financial analyst Jim Rickards forecasts gold reaching $10,000 by mid-2027 while warning of risks posed by stablecoins to the bond market.

Bitcoin faces pressure from 5% Treasury yields despite a strong quarterly performance and cooling US labor market data.

Robert Kiyosaki advocates for holding gold, silver, and Bitcoin as insurance against currency debasement, despite his previous price targets for these assets remaining unmet.

Bitcoin surged 42.9% in Q3 2026, driven by $6.3 billion in ETF inflows and a favorable macroeconomic environment.

Bitcoin briefly surpassed $87,000 after US nonfarm payrolls data missed expectations, leading to a decline in Treasury yields and reduced interest-rate hike projections.

Bitcoin surpassed $87,000 as weak US employment data led markets to price in an 82% chance that the Federal Reserve will hold interest rates steady in October.

Arthur Hayes and industry experts at the CONNECT conference discussed the impact of monetary policy on crypto and the integration of traditional finance into blockchain.
