Bitget UEX’s latest daily market report said interest-rate options in the U.S. Treasury market are increasingly being used to position for Federal Reserve rate cuts in 2027, while expectations for a September hike have eased sharply from levels seen two weeks ago. The note tied that shift to softer July inflation, retail sales and consumer sentiment, along with a surprise decline of 23,000 in nonfarm payrolls. Swap pricing now implies only about 9 basis points of tightening at the September meeting. The report also pointed to a separate macro driver: U.S. officials said Donald Trump had told his negotiating team, including Vice President Vance, envoy Witkoff and Kushner, to pause contact with Iran. That kept uncertainty around Hormuz-related supply channels in focus and helped support crude prices. In parallel, tighter power-use oversight for data centers in Pennsylvania, Texas and New York has added pressure to the AI infrastructure trade, which Bank of America strategists now view as a midterm-election variable. Across markets, BTC traded around $64,600 and ETH at $1,915, while U.S. spot Bitcoin ETFs saw $298 million in net inflows the previous day. U.S. equities fell, led by AI hardware, semiconductors and optical networking names, with Nvidia, Meta, Coherent and Lumentum among the laggards. Apple was one of the few large-cap tech names to close higher.

The U.S. Dollar Index, or DXY, briefly fell to its lowest level since May on Aug. 14 after weaker-than-expected U.S. retail sales data led traders to cut back expectations for further rate hikes this year. Following the release, bond traders also pulled back wagers that the Federal Reserve would raise borrowing costs in 2026. That tightening narrative had been supporting the dollar for months, making the latest move a notable shift in positioning. The decline also left the greenback on track for a weekly loss for the sixth time in the past seven weeks. Recent pressure on the dollar has been building since last Friday’s softer-than-expected labor market report, while this week’s mild inflation data added to the move, according to Jin10 as cited by BlockBeats.

BlockBeats reported on August 12 that the US dollar index moved up about 10 points in the short term after the release of July CPI data, with the latest reading at 99.85. The flash update centered on the immediate market reaction to the inflation report. No further details were provided beyond the currency market move.

The U.S. Securities and Exchange Commission is set to hold a public meeting on Aug. 14 to consider a proposed "Regulation Crypto" framework that would let some crypto projects raise capital without completing a full securities registration process. If advanced for public comment, it would become the SEC’s first formal, durable rulemaking effort aimed specifically at the crypto sector. The proposal would also outline a route for projects to exit SEC oversight once developers stop actively managing the network and the project becomes decentralized. SEC Chair Paul Atkins has previously said the exemption period could last as long as four years, though no fundraising cap was disclosed. On the litigation front, a federal judge in Connecticut ruled that Kalshi’s sports-event contracts are not swaps under the Commodity Exchange Act, meaning the Commodity Futures Trading Commission did not obtain exclusive jurisdiction on that basis. The decision lands as Kalshi remains under pressure in New York, where the CFTC said it used “emergency powers” to require the prediction-market operator to continue operating after the company sought assistance following a lawsuit from New York Attorney General Letitia James. Elsewhere, the market snapshot showed broad declines among major tokens over the past 24 hours, while project, funding, security and AI headlines spanned Bitwise layoffs, a reported COLDCARD Mk3 wallet flaw, Hyperliquid and Robinhood Chain user metrics, and a string of new financings across crypto, AI and financial infrastructure.

A weaker-than-expected U.S. July payroll report set the tone across markets in Bitget UEX’s latest daily note. Nonfarm payrolls fell by 23,000 versus expectations for an increase of about 90,000, while the unemployment rate dropped to 4.1%. The report said traders quickly scaled back September rate-hike expectations, sending Treasury yields lower and lifting demand for both risk assets and gold. Spot gold briefly pushed through the $4,400 level, while crude held at elevated levels, with WTI in the $78-$79 range and Brent in the $83-$84 range. The note also highlighted Berkshire Hathaway’s second-quarter results as a major macro signal. Operating profit rose 16% year over year to $12.98 billion, net profit doubled, and Berkshire ended a 14-quarter streak of net stock selling by buying nearly $20 billion in equities during the quarter. Its larger position in Alphabet moved the company into Berkshire’s top five holdings. Berkshire also repurchased about $4.5 billion of stock, with cash falling to roughly $365.5 billion. In crypto, BTC held near $64,900, ETH traded around $1,914.5, and total crypto market capitalization stood near $2.28 trillion. The report said spot Bitcoin ETFs logged a fifth straight day of net inflows as of last Friday, with daily inflows topping $100 million. It also noted that SpaceX (SPCX.US) rose sharply for a second straight session after the first batch of restricted shares was unlocked without the large-scale selling many had feared.

Bitget UEX’s Aug. 5 market note tracked a broad cross-asset move driven by easing geopolitical expectations and softer rate pressure. CME FedWatch data showed the probability of no rate change by September rising to 41.6%, while the chance of a cumulative 25-basis-point hike fell to 58.4%. At the same time, U.S. Treasury Secretary Scott Bessent said an agreement tied to the Strait of Hormuz could be reached on Aug. 4 or 5, helping keep pressure on crude prices and easing near-term inflation concerns. U.S. equities extended their rally, with the Dow closing at 54,085.88, up 1.71%, and the S&P 500 at 7,736.52, up 1.79%, both at record highs. The Nasdaq rose 2.59% to 26,584.99. Palantir stood out after reporting stronger-than-expected quarterly results and raising full-year guidance, while Intel, AMD, Micron and SanDisk also advanced as semiconductor and storage shares rebounded. In crypto, BTC was quoted around $639,850, up 0.91%, while ETH traded near $1,863, up 0.65%. Total crypto market capitalization was about $2.28 trillion, with 24-hour liquidations at $204 million. The report also highlighted spot BTC ETF flows, Glassnode supply concentration around the $61,000-$63,000 area, and a packed macro and earnings calendar featuring SanDisk, Western Digital, Circle and upcoming U.S. labor data.

Crypto prices turned higher after the Federal Reserve released its latest rate decision on July 30, while moves across broader markets also shifted quickly. According to BlockBeats, losses in the three major U.S. stock indexes narrowed after the announcement. The Dow Jones Industrial Average was down 1.09%, the S&P 500 fell 0.15%, and the Nasdaq turned positive. In crypto, Bitcoin briefly gained more than 0.7% and Ether rose more than 1.15%. At the same time, spot gold jumped $20 in a short move, reaching as high as $4,064 per ounce. The U.S. Dollar Index, or DXY, dropped nearly 27 points to 101.1. The report captures a broad cross-asset reaction immediately after the Fed decision, with crypto and gold moving up while the dollar weakened.

Spot gold and spot silver were trading near their intraday highs before the Federal Reserve released its interest rate decision, according to market data from Gate. Gold was quoted at $4,046 per ounce, while silver stood at $57.9 per ounce. At the same time, the U.S. Dollar Index, or DXY, moved lower to 101.32. The update reflects price action immediately ahead of the Fed announcement and points to a softer dollar alongside firm precious metals prices during the period covered by the data.