- Federal Reserve Policy (Most Critical)


April CPI/PCE data, FOMC meeting minutes, and comments on interest rate cut expectations directly impact the US dollar and risk assets. Rising expectations of rate cuts → bullish; inflation exceeding expectations → bearish.

- US Regulation: Clarity Act Review (Mid-April)
Senate Banking Committee vote clarifies BTC as a "commodity" and defines stablecoins/securities. Passage → long-term significant bullish; shelving → sentiment remains bearish.

- Spot ETF Capital Flows
First monthly net inflow in March (+$1.32 billion). Continuous inflow → bottoming and rebound; renewed outflow → continued weakness.

- Geopolitics (Middle East)
US-Iran tensions, oil price fluctuations. Easing conflicts → rising rate cut expectations → bullish; escalating tensions → inflation concerns → bearish.

- SEC and CFTC Regulatory Movements
Both agencies have confirmed BTC as a "digital commodity." Subsequent rule implementation and ETF approval progress → mildly bullish.
BTC-0,46%
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pin