BTC e ETH Disparam com Alívio da Inflação Americana em Relatório de Setembro

Os gigantes das criptomoedas aceleram enquanto dados econômicos acenam com cenário mais favorável

Inflação dos EUA recua - criptomercado reage instantaneamente

Bitcoin e Ethereum lideram rally generalizado após números de setembro mostrarem pressão inflacionária diminuindo. O alívio nos indicadores econômicos tradicionais está alimentando otimismo nos ativos digitais, com investidores buscando proteção contra possíveis mudanças na política monetária.

Movimento contrasta com desempenho de mercados tradicionais

Enquanto Wall Street ainda debate se a queda na inflação é suficiente, o mercado cripto já está precificando um cenário de menor pressão por altas de juros. Mais uma demonstração de que os traders digitais estão operando em velocidade diferente - e com menos burocracia que os fundos tradicionais presos em reuniões intermináveis de compliance.

Otimismo cauteloso domina o sentimento

O movimento sugere que os investidores estão vendo as criptomoedas não apenas como hedge contra inflação, mas também como aposta na aceleração da adoção institucional. Porque vamos combinar - enquanto os bancos centrais ainda estão digitando seus comunicados, o mercado cripto já executou todas as ordens e foi tomar um café.

Bitcoin pumps roughly 2% today in hopes of softer market conditions

According to the report by the BLS, the core CPI excluding food and energy rose 0.2% monthly and 3.0% year-over-year, falling short of the previous estimate of 0.3% and 3.1%, respectively. The eased CPI rates marked the second consecutive month of slowed core inflation, supporting the expectations that the Fed may shift its monetary stance next week. 

U.S stock futures responded positively following the report, while the 2-year and 10-year Treasury notes declined. The S&P 500 jumped today by 0.98%, the Dow Jones Industrial Average rallied by 1.2%, the Nasdaq 100 jumped by 1.17%, and the Russel 2000 index jumped by 1.63% at the time of publication. Both the 2-year and 10-year Treasury notes declined by 0.01% today following the release of the CPI index.

Across the cryptocurrency ecosystem, Bitcoin and Ethereum regained bullish momentum following the announcement, driven by optimism that the expected rate cut will ease financial conditions and support riskier assets.

Bitcoin gained roughly 2% after the announcement to trade near $111,842 but declined later, resulting in a 0.22% growth over 24 hours at the time of publication, with a current price of $110,224.04. The performance represents a recovery from a two-week low near $109,000.

Bitcoin, ETH, SOL move as traders bet on 25bps Fed rate cut 

The Ethereum token briefly touched a price of $4,002, representing a 2.5% jump today after the CPI release, before correcting to a growth of around 0.27% at the time of publication, trading at $3,884.93 based on CoinMarketCap data.

Solana token SOL added roughly 2.1% today at the time of the CPI release, trading at around $195.31. The token has since declined to a negative 0.6% at the time of publication, trading at $ 188.90. The rally came as investors renewed hopes that a rate cut would ease financial conditions and support risky assets.

The Federal Reserve is set to release its interest rate decision for October, starting next Tuesday. For the inflation data, the policymakers will closely examine it as they prepare for their penultimate rate-setting meeting of 2025. As of now, markets widely expect another 25-basis-point cut next week. The CME FedWatch Tool indicates that traders currently see a 96.7% probability of a rate cut by next week. The federal funds rate currently stands in a range of 4.0% to 4.25%

With limited official data available this month, the CPI report may serve as one of the few indicators guiding next week’s policy decision.

So far, Bitcoin remains down about 12% from its October high of $126,198, when tariff tensions between the U.S. and China briefly sent investors into safe-haven assets, such as gold.

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