2026-01-13 13:39:21

The US December CPI has been released. The headline CPI, unadjusted, remained at an annual rate of 2.7%, in line with expectations, but the core CPI annual rate unexpectedly fell to 2.6%, below the forecasted 2.7%.

Once this data was released, short-term interest rate futures reacted excessively. The market logic is clear — lower-than-expected core inflation suggests the Federal Reserve may have more room to cut interest rates. As a result, traders immediately increased their bets on future rate cuts, causing a surge in interest rate futures.

What does this mean for the crypto market? The imagination of liquidity has returned. The rising expectations of Fed rate cuts imply lower funding costs, making risk assets (including cryptocurrencies) relatively more attractive. In the short term, such economic data fluctuations will directly impact market sentiment and capital flows.

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WalletManager

· 23h ago

At the moment when core CPI breaks 2.7, I knew it was time to adjust the asset allocation in the multi-signature wallet. With easing expectations and liquidity warming up, I need to plan ahead.

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MissingSats

· 01-15 12:30

Core CPI wasn't as strong as expected, and traders' reactions this time are indeed a bit exaggerated... But to be honest, once the rate cut expectations heat up, funds will indeed flow into risk assets. Whether we can benefit from it really depends on the Fed's subsequent pace.

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StakeOrRegret

· 01-15 06:29

Core CPI breaking below 2.7... Traders are really losing their composure and are directly driving expectations of rate cuts sky-high. Liquidity is returning, and now crypto has a new chance. --- Another wave of data-driven market movements; this is the true price discovery process. --- Wait, could it be a false breakout again? Rate futures surged but the fundamentals still need to be observed. --- The Federal Reserve's room to cut rates has opened up, and the cost of capital has decreased. BTC should be taking off now, right? --- Core inflation is really soft landing, and this logic holds up. --- Being influenced by data in the short term is really absurd; why still believe in this? --- As rate cut expectations heat up, all risk assets benefit, and crypto is just one of them. --- The 2.6% figure is indeed lower than expected; traders overreacted but the direction is correct.

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EthSandwichHero

· 01-13 14:08

Core CPI has broken 2.7, and traders are really impatient... As soon as the expectation of interest rate cuts is stirred up, risk assets come back to life. The reaction of short-term interest rate futures is a bit excessive, but let's not complain; the rebound in liquidity is good news for the crypto space. Let's wait and see what the Federal Reserve says next; I feel there will be interesting market movements at the beginning of the year.

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Gm_Gn_Merchant

· 01-13 14:07

Core CPI breaks below 2.7, and traders are really getting excited... Expectations of rate cuts soar again, and the liquidity story can be told once more. Let's wait and see how crypto reacts.

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SnapshotDayLaborer

· 01-13 14:07

Core CPI breaks below 2.7, and traders' reactions this time are indeed quite intense... But on the other hand, the rising expectation of interest rate cuts is a direct positive for the crypto market. Let's wait and see how the funds flow.

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RumbleValidator

· 01-13 14:04

The core CPI breaking 2.7 is indeed an overreaction from traders. But have you ever thought that what truly determines the price movement of the coin is not how futures jump, but whether the nodes can stably absorb this wave of liquidity?

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WalletDetective

· 01-13 13:45

Core CPI breaks 2.7, traders are ecstatic... As soon as this kind of data is released, futures markets immediately surge. In our crypto circle, riding the wave is a given rule. Expectations of interest rate cuts are heating up, signaling a green light for risk assets. Liquidity is coming back, everyone! This round of market movement doesn't seem to be very calm. Keep a close eye on the Federal Reserve's actions. Or maybe it will turn out to be a false alarm again... Let's wait and see the subsequent data.

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SudoRm-RfWallet/

· 01-13 13:42

Core CPI breaking below 2.7 directly triggered traders' interest rate cut fantasies. This wave of market movement is just a manifestation of capital greed.

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BearMarketBuilder

· 01-13 13:41

Core inflation breaks 2.7, traders' reactions this time are indeed a bit hasty... As soon as the expectation of interest rate cuts arises, the crypto circle starts to get restless. How many times has this routine been played?

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