
#FedOctHikeOddsHit55%
About FedOctHikeOddsHit55%
After its first 25bp hike in over three years, the Fed may not be done. CME puts the odds of another 25bp move in October at 55.4%, while the dot plot shows most officials expect at least one more hike this year. Energy, tariffs and AI infrastructure spending are keeping inflation hot, but growth, jobs and earnings remain resilient. With the 10-year yield above 5% and 30-year mortgage rates at 6.95%, are stocks and BTC truly absorbing higher rates, or betting this was a one-off?
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Morgan Stanley о повышении ставок: будут ли ещё повышения?
Кратко (TL;DR)
Повышение ставки ФРС на 25 базисных пунктов в сентябре соответствует ожиданиям, но Morgan Stanley считает, что это действие не следует воспринимать как одноразовую корректировку политики.
С точки зрения логики принятия решений ФРС, после окончания длительной паузы и возобновления повышения ставок комитет обычно рассматривает серию мер, а не считает, что 25 базисных пунктов достаточно для изменения макроэкономического прогноза.
Однако значительная часть текущей инфляции обуслов
Why crypto is pumping
The hike was already priced in, so the sell-off happened ahead of the print.
Shorts got squeezed, oil cooled off, and altcoins led the move — especially ZEC, HYPE, and DeFi.
This doesn’t look like fresh liquidity entering the market. Rates actually moved higher, while ETFs are still seeing outflows.
$80K BTC remains the key level.
For now, this looks more like a relief rally than a regime change.
#FedOctHikeOddsHit55% #CryptoTaxAndBTCReserve #SECCFTCOnchainRules
#FedOctHikeOddsHit55% One hike was easy to price. A second is where things get interesting 👀
The Fed just raised rates 25bp to 3.75%-4.00%, while inflation remains elevated and economic activity is still described as solid. The latest projections also put the median year-end policy rate at 4.1%, keeping further tightening firmly in the conversation.
What caught my attention is how well risk assets have absorbed the higher-rate narrative so far.
If stocks and BTC can keep attracting capital while borrowing costs stay restrictive, that signals real resilience. But if valuations are quietly built around the assumption that September was a one-off, another hike could expose just how much optimism is already priced in.
The next test isn't whether markets can survive high rates. It's whether they can survive rates staying high for longer than expected.
#FedOctHikeOddsHit55% The Fed just hiked 25bp for the first time in over three years — and markets are already pricing another one in October at 55.4% 📈
The dot plot isn't subtle: most officials expect at least one more hike this year. This wasn't a one-and-done 👀
The inflation drivers keeping them hawkish: energy (Brent near $108), tariffs, and AI infrastructure spending that's injecting massive capex into the economy. All three persistent, none easy to solve with rate hikes alone 🫠
But here's the tension — growth, jobs, and earnings are all still resilient. The economy is absorbing higher rates better than most expected. Which raises the question: are stocks and BTC pricing in "one hike then pause," or genuinely comfortable with a prolonged higher-rate environment? 🤔
10-year yield above 5%. 30-year mortgage at 6.95%. These aren't small numbers 📉
First hike in three years, October odds already at 55% — is the market right to shrug this off, or is the real pain still ahead? 👇
The Fed raised rates by 25 basis points this week & $BTC barely flinched.
Bitcoin traded around $76K after the decision, while ETH and several major altcoins also recovered as broader risk markets strengthened.
That doesn't mean the market is suddenly risk-free.
It just reminds me that price reactions aren't always as simple as: Bad news = Bitcoin dumps
Sometimes the market has already priced the news in.
Sometimes the bigger story is how price reacts after the event.
#FedOctHikeOddsHit55%
The Fed raised rates by 25 basis points this week & $BTC barely flinched.
Bitcoin traded around $76K after the decision, while ETH and several major altcoins also recovered as broader risk markets strengthened.
That doesn't mean the market is suddenly risk-free.
It just reminds me that price reactions aren't always as simple as: Bad news = Bitcoin dumps
Sometimes the market has already priced the news in.
Sometimes the bigger story is how price reacts after the event.
#FedOctHikeOddsHit55%
$BTC x $ETH post-Fed 📊
Fed hiked 25bps. Unanimous. Warsh hawkish.
Priced in. No panic dump. No melt-up.
$BTC — around $75.8K.
Wick $75.3K. $76K is still broken.
Support: $75K. Lose it, and $73K is next.
Bulls need $77.5K back. $80K is not in play.
$ETH — around $2.38K.
Range $2.37–$2.43 after the print.
$2.45K is still resistance. $2.35K is the floor.
#FedFirst25BpsHikeSince23 #CLARITYVoteFails50-49 #AISafetyDebateEscalates
The Fed just ended three years of stillness. First hike since July 2023.
The FOMC voted 12-0 to raise the federal funds rate by 25bps, bringing the target range to 3.75%-4.00%. Chair Warsh said inflation is "too high and has been for too long." The market had largely priced it in, with hike odds near 93% by decision day after hot August inflation data helped flip expectations.
But the hike itself is not the story. The dot plot is.
The new median dot implies one more 25bps hike before year-end, putting December firmly in play. The updated projections:
· PCE inflation is now seen at 3.7% for end-2026, up from 3.6% in June
· Core PCE rose to 3.4%, and the Fed does not expect inflation back at 2% until 2029
· Unemployment was revised down to 4.1%, while 2026 GDP growth moved up to 2.3%
· The longer-run fed funds rate projection rose to 3.2%, keeping higher-for-longer in the frame
Behind the inflation problem is an energy shock tied to the Iran conflict, with oil back above $100 and diesel prices elevated. The White House wants lower rates. The Fed delivered the opposite.
The 10-year Treasury yield briefly crossed 5% before the decision, then pulled back toward 4.96%. In H1 2026, US spot BTC ETFs saw about $5.4B in net outflows as BTC fell from the mid-$90K area in January to the low-$60K area in May. The CLARITY Act also failed its Senate cloture vote 49-50 one day before the Fed, pulling a key regulatory catalyst off the table.
Bitcoin briefly popped after the announcement, then gave the move back. Nobody heard a Fed that thinks the job is finished. Warsh also avoided committing to a fixed path, keeping the next move data-dependent.
The Q4 setup: rates higher, oil elevated, yields near 5%, ETF demand fragile and regulatory progress stalled. That is not an easy soft-landing setup.
Which matters more for BTC into Q4: the dot plot, ETF flows, or regulatory uncertainty?
#FedFirst25BpsHikeSince23

🚨 BTC is trapped between bulls and bears… and the next breakout could turn into a liquidation party.
The market is getting cautious again. 👀
October Fed rate-hike expectations have moved above 55%, bringing liquidity-tightening fears back into focus. Add the ongoing crypto/tax bill uncertainty, and traders have plenty of reasons to stay defensive.
#DailyOrbit
CRYPTO MARKET HOLDS FIRM AS BTC RECLAIMS $76K AFTER FED HIKE
$BTC $ETH
Bitcoin climbed back above $76,000 and is holding the key $76,200 zone, showing resilience despite the Fed’s first 25 bps rate hike since 2023. ETH and ZEC are also participating in the steady recovery.
#FedFirst25BpsHikeSince23
#BIP110ForkStalls
#LongYields5%NewNormal
