...a pivotal moment in the Fed’s fight versus inflation....Concerns over services inflation and a potential wage-price spiral are a threat to the peak inflation...Has Inflation Peaked?...From a historical perspective, inflation peaks when the Fed has driven interest rates above the YoY inflation...

Inflation is Eating the World Inflation....Bitcoin is Not an Inflation Hedge It’s easy to point fingers in hindsight....There’s an important difference between inflation (as is commonly measured by indicators like CPI) and...At the time, many were still holding onto the narrative that BTC was an inflation hedge, even as CPI...

Powell reaffirmed his stance once again, stating the committee’s desire to curb inflation at seemingly...

...see their developer update) To summarize, Axie is nixing daily quest and PVE rewards to combat SLP inflation...Inflation Risk – Damned If You Do, Damned If You Don’t While some may argue crypto operates independent...Real yields have continued to rise (driven by higher nominal yields and stagnant inflation expectations...

Bitcoin Is Not An Inflation Hedge [Excerpt from a Delphi Insights report] It’s easy to point fingers...There’s an important difference between inflation (as is commonly measured by indicators like CPI) and...At the time, many were still holding onto the narrative that BTC was an inflation hedge, even as CPI...

...metrics shared above can help make more informed decisions before buying into tokens for projects with inflated...metrics and even more inflated valuations....Token airdrops often lead to inflated activity pre-snapshot and declines post-distribution.

This will drive Bitcoin’s annualized inflation rate down from roughly 1.7% to 0.85%.Although every halving...Many naysayers were quick to criticize BTC as a debunked inflation hedge when CPI started to rip in 2022...But bitcoin isn’t an inflation hedge in the way many ascribe it to be.

This could be partly due to Solana’s higher inflation rate, which naturally penalizes non-stakers....inflation with a smart issuance model....Even without SIMD-0228, Solana inflation decreases 15% per year until it settles at long term inflation...High SOL inflation appears to be a temporary phenomenon.

Simply put, strong economic momentum and renewed inflation concerns dampen the case for rate cuts....The Dollar, Debt Monetization, & Monetary Inflation In December, Howell believed the US dollar would...Howell also believes the broader trend of monetary inflation will continue to benefit monetary inflation...

...for markets: …restrictive monetary policy will likely play an increasingly important role [in getting inflation...Getting inflation sustainably back down to 2 percent is expected to require a period of below-trend economic...But the inflation and labor market data show an evolving situation.

January’s cross-asset bullishness started to look premature as supply chains and inflation unexpectedly...This abrupt ~vibe shift~ has confounded investors who for months were calling for falling inflation and...However, the Fed’s preferred inflation gauge, the PCE, is telling a different story.

Some quick notes: Projected Annual Issuance is the primary driver of inflation in the circulating...Rate is the % unlocked YoY (based on the unlocks) Actual Inflation Rate is the actual inflation YoY...In other words, can the network’s value creation outpace its high inflation?

FPI Stablecoin/FPIS FPI (Frax Price Index) is a token pegged to real inflation measured by the 12-month...inflation rate reported by the US Federal Government....ratio at all times, which means that the collateral backing it must minimally grow at the rate of CPI inflation...

Another warning sign appeared in rental inflation and services, as both accelerated to posting their...An area where many were expecting to see substantial declines in inflation was used vehicles....Again, defying market expectations, used vehicle inflation barely edged lower at all....In the past, we have mentioned that high inflation tends to be sticky.

Inflation is a lot more under control than it was 12-18 months ago — but there’s still a risk that easing...This is reflected in the CNY’s real exchange rate — adjusted for differences in inflation rates — which...JPY weakness has coincided with a notable rise in domestic inflation expectations… …which is helping...

The skeptic’s view that bitcoin – and crypto assets at large – is a poor hedge against inflation, focuses...So they’re right in some sense that crypto assets are not a hedge against inflation – they’re hedges...of what the committee will need to see before we are confident that inflation is moving down.”...These are the unfortunate costs of reducing inflation.”...

The Pledge Renewed inflation worries, soaring bond yields, growing deficit concerns, a strong US dollar...“Peak dovishness” may have marked the bottom in UST yields…but inflation is not the biggest driving force...Inflation concerns also rose both in the US and abroad, as did term premiums, which caused a jump in...

...will be forced to abandon their tighter policy regimes, but until something breaks – whether it be inflation...inflation needs to be brought under control ASAP....The Fed is trying to engineer a soft landing, where inflation cools but growth remains moderate....If extreme headline inflation prints persist for the next few months, it’s going to be difficult for...

They’re facing really high inflation, really tough financial positions....Coming out with this fiscally loose budget while you’re trying to fight inflation and raise interest...If inflation keeps going up in Europe and in the UK....of the economy that he wants to accomplish to stifle inflation.

...economist forecasts (we discussed the implications of this in last week’s report, “Bitcoin Is Not An Inflation...The Bank of Japan raised its inflation forecast but maintained ultra-low interest rates despite the yen...Weekly Market Musings Inflation concerns have transitioned to growth fears as tighter conditions continue...