🚨US CPI surges 0.9%! Inflation rebounds, crypto faces a critical turning point

April 10th, US March CPI data causes a complete uproar!
Seasonally adjusted CPI jumps 0.9% month-on-month, the largest single-month increase since 2022; year-on-year soaring 3.3%, the fastest growth rate expected in 2024. The Bureau of Labor Statistics clarifies: gasoline prices contributed nearly 3/4 of the increase, with Middle East tensions pushing up oil prices, becoming the core driver of the inflation rebound.
$GT
1. The Fed's rate cut expectations are completely changing

This data directly shatters market hopes for rate cuts:

✅- The probability of a rate cut in June drops sharply, and the scenario of no rate cuts this year is re-priced
✅- High inflation + high oil prices lock in loose monetary policy, with the dollar liquidity tightening cycle extending beyond expectations
✅- The valuation logic of global risk assets faces reconstruction
$ETH
2. Core impacts on the crypto market

1. Short-term pressure: Cooling rate cut expectations boost the dollar, with highly volatile crypto assets bearing the brunt; altcoins and meme coins rapidly withdraw funds, BTC/ETH enter consolidation.
2. Mid-term positive: Stagflation + geopolitical risks activate Bitcoin’s "digital gold" attribute; anti-inflation and safe-haven narratives re-emerge, scarcity value becomes prominent, making it a key tool for funds to hedge fiat devaluation.
3. Structural differentiation: Mainstream coins become safe havens for funds, with strong anti-dip resilience; non-fundamental altcoins accelerate de-bubbling, market focus shifts to BTC/ETH mainline.
$BTC
The inflation rebound is not the end of the bull market but the starting point of a style shift. Short-term pain is inevitable, but in the context of stagflation, Bitcoin’s long-term value will only become stronger.
#加密货币 #美国CPI #美联储 #BTC #ETH