CBC

EVERYONE IS TALKING ABOUT BITCOIN’S STRENGTH.

And honestly, I understand why.

That is exactly why I’m paying closer attention.

Think about what the market has absorbed recently:

→ The CLARITY Act failing to advance

→ The Fed raising interest rates

→ Inflation remaining elevated

→ Treasury yields approaching 5%

→ Brent oil above $100

→ Continued geopolitical uncertainty

And Bitcoin has still pushed above $85,000.

I find that pretty remarkable. These are significant headwinds, yet the market has climbed higher.

To me, that is worth paying attention to. Price holding up when the news is difficult tells us something about the market’s willingness to look beyond it.

The harder question is how much of that optimism is justified.

Are investors looking ahead to better conditions? Is demand strong enough to keep absorbing the pressure? Or are expectations running ahead of the evidence?

Personally, I want to see whether Bitcoin can hold these gains and whether demand continues to support the move.

If it can, that would strengthen the case for this recovery. If the gains quickly disappear, that would give me a different picture.

For now, I think the strength deserves recognition. I also think we should stay curious about what is supporting it.

What surprises you more: Bitcoin’s rise, or how little these headwinds seem to be slowing it down?

For more Bitcoin market context, explore CBC through my profile.

#Bitcoin #CryptoEducation #Macroeconomics

The Fed raised rates. Does Bitcoin have to fall?

Not necessarily. Here’s how I look at it.

On September 16, the Fed raised its target rate by 0.25 percentage points to 3.75%–4%, citing elevated inflation. Fed statement

Higher rates make borrowing more expensive. They can also make cash and short-term government debt more attractive, giving investors less reason to take additional risk.

That makes conditions tougher for crypto. But it does not tell us where Bitcoin goes next.

What investors already expected matters. So does demand for Bitcoin and whether more rate increases follow.

The Fed’s projections suggest another hike could come this year, but that is not a commitment. Fed projections

Personally, I’m watching whether inflation stays stubborn or starts cooling. That could change how long this pressure lasts.

One headline is useful information. Understanding how it connects to the wider market is what helps us assess it.

That is what I focus on at CBC: explaining Bitcoin and market conditions so you can build your own decision process.

Explore CBC through my profile if that is what you want more of.

The CLARITY Act vote is not the loss people think it is

TL;DR: The Senate did not advance the CLARITY Act yesterday. But this was not a final rejection of the bill, and I do not see it as the end of crypto regulation in the US. I see it as another delay.

• The vote ended 49-50, while 60 votes were needed to move forward. This means the Senate never reached a final vote on the legislation itself.

The main disagreement was not about whether crypto needs clearer regulation. It was about whether the proposed rules were ready, whether the ethics protections were strong enough, and whether there was a proper bipartisan agreement before the vote.

• My own view is quite simple: I think this regulation is coming.

Will it happen this year? After yesterday, I doubt it. But I still believe it is more a question of when than if.

That is why I do not see yesterday as a major loss for the long-term crypto thesis. Washington moves slowly, especially when politics and financial regulation meet. The need for clearer rules has not disappeared just because this version could not get enough votes.

I am also not treating the delay as a reason to step away from the market. I see this period before regulatory clarity as an interesting time to keep evaluating opportunities. Markets often begin adjusting their expectations before everything is officially signed and settled.

That does not mean every crypto asset will benefit from the CLARITY Act, or that regulation alone makes something a good investment. There is still a big difference between owning strong assets and simply buying whatever has “crypto” attached to it.

For now, I am watching whether negotiations restart, whether the ethics rules change, and whether another vote is scheduled.

The way I see it, this is delayed. It is not dead.

How do you see it? A real setback, or simply another step in a process that was always going to take time?

Welcome to CBC

I built the crypto framework I wish someone had shown me when I first entered the market in 2019. The feedback from early users has been incredibly encouraging.

How would your life & strategy change if you could spend less time analysing the market, avoid costly decisions driven by emotion and assess every opportunity through one repeatable process?

I’m giving you seven days of real daily Bitcoin readings for free, so you can experience Market Pulse and decide for yourself whether it adds value.

There is no card, automatic subscription or surprise charge. Follow the readings across seven real market days and see how CBC helps you understand what is changing and why it matters.

• Try it for yourself.

https://whop.com/cbccrypto/7-daily-bitcoin-readings/

• Tobias

Founder of CBC