Impact on Bitcoin & Crypto Markets

Nick Timiraos, known as the “Fed Whisperer,” anticipates September’s core PCE to potentially influence inflation rates, impacting crypto markets like Bitcoin and Ethereum.

Market optimism increases as potential Fed dovishness hints at stable inflation, prompting strategic moves among investors in cryptocurrencies.

Timiraos Predicts Core PCE Rise, Crypto Markets React

Nick Timiraos, a respected Wall Street Journal reporter, shared on social media that September’s core PCE is predicted to increase by 0.22%. If PCE moves below this level, an inflation decrease could follow, from 2.9% to 2.8%. Investors and traders within the crypto market are closely watching this development due to its implications for interest rate policies and overall financial stability. A potential Fed pivot towards dovish stances may further bolster confidence in risk assets.

Expectations of a minor inflation drop have generated optimism across various asset classes. BTC, for example, is trading around $88,000 against such a backdrop. As the probability of BTC dropping below $80,000 has diminished, positive sentiment prevails. Market participants speculate that dovish actions from the Fed could boost risk-friendly investments, indicating a shift in strategic positioning.

With the release of September’s Consumer Price Index (CPI) and Producer Price Index (PPI) data, it is expected that September’s core Personal Consumption Expenditures (PCE) will rise by about 0.22%, very close to the core CPI level for that month.

Bitcoin Nears $88,000 as Inflation Concerns Ease

Did you know? Despite recent concerns of Bitcoin’s price fluctuations, historical trends show that dovish Fed policies have often fueled bullish rallies in risk assets, underscoring a strong correlation between monetary easing and crypto price upticks.

As of November 26, 2025, Bitcoin (BTC) trades at $87,582.19, with a market cap of 1.75 trillion USD, according to CoinMarketCap. BTC’s recent price data reflects a 0.57% drop over 24 hours. The 90-day period shows a more significant decline of 22.41%, mirroring wider financial market volatility, potentially due to apprehensions surrounding inflation data and Fed policies.

Coincu’s research team notes a potential for further gains if inflation appears contained. Historical trends suggest dovish monetary policies often lead to risk rally, which may pressure central banks to adjust accordingly. Investors should consider these aspects while remaining vigilant to regulatory shifts impacting crypto markets in response to inflation and economic forecasts.