US PPI JUST RANG THE ALARM — AN $BTC IS FEELING THE HEAT
US PPI came in hot at 3.0% YoY for December, with Core jumping to 3.3% — the highest since mid-2025. A chunky 0.5% MoM surge in final demand prices keeps inflation stubbornly sticky and throws cold water on the “easy Fed” narrative.
Translation? The Fed’s path to 2% just got longer. Rate cuts in 2026 look less certain, and higher-for-longer policy is back on the table.
Risk assets wobble in this setup — and $SOL isn’t immune. Short-term pressure is likely as yields grind higher and macro hawkishness creeps back into the tape. We’ve seen this movie before.
But here’s the twist: spot ETF inflows haven’t dried up, and the post-halving supply backdrop still favors BTC structurally. That combo could cap downside and turn panic dips into opportunity rather than trend breaks.
Expect volatility, fakeouts, and headline-driven chop. For traders, that’s danger. For positioned bulls, that’s where edge is made 🚀
