😰 Did Macro Kill The Bitcoin Bull Run Today?

Plus, how the treasury company frenzy could help in saving it.

Author

Ivan
August 01, 2025

Happy Friday!

Bitcoin and other cryptocurrencies are reeling from a weak jobs report that sent markets down — could a Fed rate cut in September turn the ship around for crypto?

Bitcoin treasury companies like Strategy are betting big on BTC and have bought over $100 billion worth already. Here’s how they can fuel the bull run even further.

Plus, while others read yesterday's news, you're already positioned for today's moves. Get breaking market intelligence 5-15 minutes before Bloomberg and CNBC.

TOP STORY

The odds of a Federal Reserve interest rate cut in September surged following a surprisingly weak U.S. jobs report, reigniting bullish sentiment across crypto markets heading into a traditionally volatile trading season.

According to Polymarket data as of August 1, there is now a 70% chance the Fed will cut rates by 25 basis points at its September 17 meeting, a significant jump from just days prior.

Meanwhile, bets on a 50-basis-point cut stand at 6.8%.

For crypto investors, these signals are meaningful.

How exactly?

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While others read yesterday's news, you're already positioned for today's moves. Get breaking market intelligence 5-15 minutes before Bloomberg and CNBC.

QUICK N DIRTY

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Donald Trump keeps ranting against Jerome Powell, but Polymarket traders aren’t taking the chance of the Fed chair getting fired seriously: why is that?

Shiba Inu is turning five this year (how quickly time passes!), and its burn rate is celebrating by spiking over 5,000%. Can SHIB kickstart a new rally?

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FINTECH FOCUS

A new class of public companies is reshaping the relationship between traditional equity markets and digital assets.

Digital Asset Treasury Companies (DATCOs), firms that accumulate crypto assets like Bitcoin and Ethereum as a core business strategy, now collectively hold more than $100 billion in cryptocurrencies.

Their rapid rise is turning them into a significant force behind crypto’s ongoing bull market.

What’s behind the DATCO trend, and why does it matter for crypto?

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