2025 Non-farm payrolls revision: -862,000 (worst since 2009)
Large bankruptcies: Worst since 2009
Credit card delinquencies: Worst since 2011
Vacancy-to-unemployed ratio: Worst since pandemic
Housing market buyers vs. sellers: Worst ever
But according to the Fed, every aspect of the economy is strong, and the only concern is inflation.
The Federal Reserve is not describing the economy; it is managing expectations to prevent a liquidity cascade. The 2025 benchmark revision of -862,000 payrolls confirms that resilience was a statistical mirage. When large bankruptcies hit 2009 levels and credit card delinquencies surpass a year peak, the lag effect of restrictive policy is no longer a risk it is the current reality. Sustaining a hawkish bias while core CPI hits a 5year low is not a strategy; it is a policy error in real-time.
Experienced Analyst Makes Bold Claim: “If This Happens, Bitcoin Will See a Rally”
Analyst James Van Straten claims that a development that could trigger a new rally in Bitcoin may be on the way.
In the cryptocurrency markets, attention has turned to a proposed technical update aimed at increasing the Bitcoin network’s resilience against quantum computers. Some analysts in the sector argue that an agreement on this could trigger a sharp revaluation of prices.
James Van Straten, a senior analyst at the cryptocurrency exchange Bullish, commented on the Bitcoin Improvement Proposal 360 (BIP-360). Straten stated that after the Bitcoin price dropped to the $60,000 level, the industry began to take the potential threats posed by quantum computing more seriously. He described this increased awareness as a “welcome development.”
According to Straten, if a network-wide consensus is reached on a quantum-resistant solution, markets could see a dramatic price revaluation of between 50% and 100% within weeks. The analyst stated that reducing technical risks could boost investor confidence, which in turn could pave the way for a strong upward price movement.
However, Straten pointed out that this process also carries potential risks. In particular, he said that uncertainties regarding the fate of Bitcoins believed to belong to Satoshi Nakamoto and which have been inactive for a long time could create volatility in the market. The potential activity of such old wallets could be decisive in investor psychology.
As previously reported, Bitcoin Improvement Proposal 360 (BIP-360) has been added to the official codebase. The proposal aims to introduce a new output type called Pay-to-Merkle-Root (P2MR). With this planned soft fork, the goal is to strengthen the Bitcoin network’s defenses against potential cryptographic threats from quantum computers in the future.
The price of NEAR has gathered liquidity from its previous low and is approaching the psychological level of $1. If the price manages to break through this level and consolidate above it, the upward movement will continue. The main target for price growth is liquidity above the $1.1 level.
The probability of an interest rate cut in March has dropped to just 7%… What does this mean for the markets?
When the probability of an interest rate cut falls to 7%, it's not just a passing figure…
It's a clear message from the market:
No rate cut is imminent.
But why has pricing in the rate cut fallen so quickly?
Markets had been anticipating an early easing cycle, but recent economic data – both inflation and labor market strength – have completely changed the picture.
Inflation remains above target, and the economy hasn't shown a sharp slowdown that would force the central bank to act immediately.
In other words:
There isn't enough pressure to cut interest rates right now.
What does this mean in practical terms?
1. The dollar remains relatively supported, as higher interest rates for a longer period mean better returns on dollar-denominated assets.
2. Stocks may experience some volatility, as part of the recent rally was based on expectations of a rapid rate cut.
3. Gold may enter a temporary equilibrium, as the metal reacts strongly to monetary policy expectations.
Most importantly:
The shift from expecting an early rate cut to “higher interest rates for longer” is re-evaluating risk across all markets.
The market doesn't just react to the actual decision,
it reacts to expectations.
And when expectations suddenly change, money moves quickly.
The real question now isn't:
Will there be a rate cut in March?
But:
When will the first actual cut begin?
And how many cuts will there be during the year?
Because the next monetary policy cycle will determine the direction of liquidity, the cost of funding, and global risk appetite.
In the markets, 7% means one thing:
March is no longer on the table.
But the cycle isn't over… it's just being postponed.
U.S. inflation fell to 2.4% in January, below expectations and down from 2.7% in December.
• Monthly CPI rose just 0.2% • Core inflation held at 2.5% • Energy prices dropped 1.5%
Cooling shelter and food costs helped bring inflation closer to the Fed’s target, but consumers remain cautious as markets watch closely for possible rate cuts. 👀
Many influencers feel the same but are very scared to post this. I think crypto market finally deserves some fresh air to breath.
- Indicators and oscillators are oversold - Sales are gradually decreasing, while purchases are increasing (spot) - Meanwhile, the crowd started opening shorts - Huge profile volumes are spotted near $64,000 - $65,000 support - Stocks are dumping, while crypto is staying strong - Fear&Greed Index is 5 (meme argument but still)
As the result, I expect to see some local growth towards $72,000 resistance and probably even $76,000 (if the previous one is broken up) and then dump continuation.
SETUP INVALIDATION: Breakdown of the $64,000 support level. In this case we will go straight short down to $52,000 zone.
↗️ The price of ETH is trading near the $1,900 level. The price may start a powerful upward movement after gathering liquidity from the previous low at $1,865. The main target for price growth is the accumulated liquidity above the $2,150 level.
Following the release of CPI data, expectations for a Federal Reserve (Fed) interest rate cut in 2026 have risen to 61 basis points, up from just 58 basis points previously.
Anyone closely following the crypto market in all its aspects will know that 2026 is no ordinary year. This year, crypto will be fully regulated and legalized in America and globally, and negotiations between the major players have been ongoing for months.
Therefore, the fiasco that occurred in the crypto market in 2025, with the manipulation by platforms and whales, was calculated because they knew this was their last year to play with the market as they pleased. After the market is regulated and investors are protected, they won't be able to do so again.
The current bear market isn't a typical bear market; it's a deep and very precise surgical operation to completely clean up the market. That's why we're all witnessing the severity and speed of the decline.
By the end of 2026, the bear market will end, crypto will be legalized and regulated, and this market will be cleansed, with all scam coins removed. Then we'll start with a clean and respectable market. I don't expect many to survive until then because many have already left the market, and many more are expected to leave.