usmarket

How this single print is going to count in a month of outflows and wavering feeling.
Following weeks of risk-off trading, US spot Bitcoin ETFs have just registered a sharp reversal with about 561.8 million net inflows on February 2, 2026. A one-day is not going to fix the market, but it will change the discussion. ETF flows are one of the most sparse (daily) transparent indicators of how big amounts of money are positioning.
What happened in the flows
The inflows were broad-based. Big spot Bitcoin ETFs were very well added, with the largest funds leading the pack, and other middle-sized products significantly adding. This was important since the inflow came right after January which was characterized by recurring outflow sessions and a defensive tone on the risk assets.
It also prevented the rumors that were circulating that big issuers were selling aggressively. Flow data is dichotomous: capital is in or out. In cases where the figures are present, speculation becomes irrelevant.
What is the reason this is the best signal since the beginning of January?
This, market observers said, was the highest single day ETF inflow since early January, coming at a time when Bitcoin was settling in between the high-70,000 range. As well as not paying attention to price, timing is a crucial factor. The flows of weak sentiment tend to represent either of two responses: institutions averaging exposures and retail being risk-averse, or allocators re-investing following a volatility-driven de-risking.
Neither of the two guarantees increase, yet both are quite contrasting to an un-demanded market.
The reason why January flows were weak.
The month of January was crashing in assets. There was volatility in crypto, equities, and precious metals all that was related to macro uncertainty and not crypto events. It is an important environment since ETFs are not the isolated crypto vehicles. They act as intermediary products between the conventional portfolios and the digital assets.
As causes of macro desks narrow exposure, ETF flows tend to reflect that change prior to spot narratives changing.
What inflows of ETFs can and can not tell you.
ETF flows are effective since they can be observed and compared on a daily basis. Nevertheless, they are also limited. The net redemptions and creations they gauge, not conviction. Rebalancing can move the inflow in one day. Flows do not also show holding duration, and are also capable of lagging price waiting until volatility compresses.
It should not be the interpretation that ETFs are coming back and the price needs to go up. The closer reading is more plain, the bid was there, and it was there in a time of reserved feeling.
Why the market responded despite Bitcoin being almost $78K.
The meaning is in the fact that the muted price action is combined with returning inflows. Out inflows that do not have an immediate breakout will tend to be controversial. Accumulation is perceived as an option by optimists during times of uncertainty. One day will not change a trend as argued by skeptics.
Both views are reasonable. The difficult reality is that the capital went into the commodities.
The greater change: subject matter narratives.
The ETF age is slowly displacing the rumour-filled accounts with quantifiable indicators. Rather than responding to commentary or speculation, market participants are able to monitor flows, holdings and exposure changes directly. This transition is healthy. It decreases noise and enhances responsibility in the manner the market conduct is talked about.
What to watch next
It is possible that the following sessions are more important than the headline day. This will be known by persistence of inflows, breadth across funds and sensitivity to macro stress whether this was in a one-off or the start of stabilization.
The main aspect is straightforward: the tune was set afresh this inflow day. It failed to validate a new bull phase, but validated that institutional access channels are still operational, receptive and applicable.
$BTC #USmarket #WhenWillBTCRebound

Top cryptocurrencies with potential for future growth include:
$BTC : Expected to reach $120,000-$200,000, driven by institutional adoption and ETF inflows
$ETH : Forecasted price range of $3,000-$8,000, driven by DeFi and smart contract dominance
$SOL : Predicted to hit $200-$500, fueled by fast and efficient blockchain technology
#XRP : Expected price range of $5-$13, driven by regulatory clarity and institutional adoption
Other notable mentions include:
#BNB : Strong ecosystem growth and trading demand
#ADA : Focus on interoperability and sustainability
#LINK : Decentralized oracle network with growing adoption
#Usmarket

Grayscale is set to launch two new spot crypto ETFs on NYSE Arca: the Grayscale Dogecoin Trust (GDOG) and the Grayscale XRP Trust (GXRP), both providing direct exposure to DOGE (currently ~$0.1395) and XRP through a regulated, publicly traded vehicle.
These launches come amid surging investor appetite for altcoin ETFs beyond Bitcoin and Ethereum. Other major asset managers are also moving quickly into the space:
-Bitwise’s XRP ETF began trading earlier this week.
-Franklin Templeton is reportedly preparing to launch its own Dogecoin ETF as soon as next week.
-Bitwise’s Solana ETF (BSOL), which listed earlier this year, has already pulled in more than $400 million in assets, underscoring strong institutional demand for non-Bitcoin crypto exposure.
Both GDOG and GXRP are structured as spot products that physically hold the underlying Dogecoin and XRP. They were previously offered only through private placements and will now be available to all U.S. investors on the NYSE Arca exchange starting Monday.
Dogecoin, originally created as a meme coin, has evolved into one of the most heavily traded cryptocurrencies by volume. Meanwhile, the XRP Ledger—designed specifically for fast cross-border payments—is approaching its 14th anniversary and has processed more than 4 billion transactions to date.
With these additions, Grayscale’s lineup of crypto investment products now exceeds 40 offerings, further solidifying its position as the broadest provider of regulated crypto ETFs and trusts in the U.S. market.
$XRP
#xrpetf #USmarket #Dogecoin‬⁩

The U.S. Federal Reserve has made its stance clear — rate cuts in September are highly unlikely.
🔑 Key Takeaways:

✔ Current economic data does not support a rate reduction.

✔ Tariffs are just beginning to impact the economy, with stronger effects expected in 2026.

✔ Inflation remains elevated and could accelerate further, making it the Fed’s primary concern.

✔ The labor market stays strong, with unemployment as a key indicator of stability.

✔ No major signs of an economic slowdown are visible at this time.

📌 Bottom Line: The Fed is holding firm on its inflation fight despite political debates and market expectations. For now, rate cuts remain off the table — and markets will be watching closely.

#FederalReserve #interestrates #Inflation #USmarket #CryptoNews

BREAKING NEWS :
✨⬇️⬇️⬇️⬇️⬇️⬇️⬇️✨
$BTC $ETH $BNB
➡️ 🚨 JUST IN: U.S. President Donald Trump has announced an “emergency meeting” scheduled for tomorrow to discuss the latest tariff ruling. ⚖️📊
•) The meeting aims to address potential economic impacts, trade policies, and market stability. Analysts expect possible implications for global markets, including stocks, forex, and cryptocurrencies. Traders and investors are closely watching for any policy shifts that could trigger market volatility.
•) A clear outcome from this meeting could reshape U.S. trade strategies and impact global asset prices. Stay alert as the announcement may influence Bitcoin, Ethereum, and other crypto market movements.
#USmarket #DonaldTrump #Binance

July inflation data in the United States revealed that while price growth continues, the overall result came in slightly milder than analysts had expected. According to figures from the Bureau of Labor Statistics (BLS), the Consumer Price Index (CPI) rose 0.2% month-over-month (seasonally adjusted) and 2.7% year-over-year. Market forecasts had called for annual inflation of 2.8%, so the numbers came in just below projections.
Economists noted that tariffs introduced by President Donald Trump have so far had only a limited impact on the overall price level.
📊 Core inflation, which excludes volatile food and energy prices, showed stronger growth – 0.3% month-over-month and 3.1% year-over-year. While the monthly figure matched expectations, the annual pace exceeded the 3% estimate, marking the largest monthly increase since January. The Fed closely monitors this gauge as a key measure of long-term inflationary pressures.

What Drove Prices Higher
According to the BLS, July’s increase was driven mainly by housing costs, which rose 0.2%. Food prices remained unchanged, while energy prices fell 1.1%.

Other notable moves:
New vehicles: unchangedUsed cars and trucks: +0.5%Transportation services & medical care services: +0.8%Household furnishings & supplies: +0.7% (after +1% in June)Apparel: +0.1%Core commodities: +0.2%Canned fruits & vegetables (often subject to tariffs): unchanged

Former White House chief economist Jared Bernstein told CNBC that tariff effects are visible in the data but have not yet caused significant price spikes. He added that the current pace of inflation does not indicate an overheated market.

Political Tensions Around the BLS
The release comes amid heightened tensions between President Trump and the BLS. Earlier in August, Trump dismissed the BLS commissioner following a weaker-than-expected jobs report and announced plans to nominate E. J. Antoni, a long-time critic of the agency, as the next commissioner.

Market Reaction: Higher Odds of Fed Rate Cuts
Financial markets reacted instantly. CME FedWatch showed a sharp increase in expectations that the Fed will cut rates at all three remaining meetings in 2025:
September: probability up from 85.9% to 91.8%October: from 55.1% to 66.3%December: from 45% to 56.7%
📌 The fact that core CPI exceeded expectations confirmed that underlying price pressures persist, even as headline inflation remains mild.

Voices from Wall Street
Alexandra Wilson-Elizondo (Goldman Sachs AM) argued that tariff effects will likely be temporary, noting that companies are adjusting inventory and pricing strategies to avoid alienating consumers.Skyler Weinand (Regan Capital) said the July data was mild enough for the Fed to cut rates by 25 basis points in September, with the potential for a 50-point cut.Josh Jamner (ClearBridge Investments) said the report supports the already priced-in expectation of a September cut and could boost risk assets.Art Hogan (B. Riley Wealth) compared the market’s reaction to the philosophical question of whether a tree falling in a forest makes a sound if no one hears it – pointing out that the data was largely in line with forecasts, with no major surprises.

#FederalReserve , #Inflation , #USmarket , #WallStreet , #DonaldTrump

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