macroeconomics

Oil, Inflation, and Fed Risk. Why MicroStrategy Still Wants More Bitcoin Now?

0Importance
closedStatus
1News media
Published
Share on X Share on Telegram Share on Reddit Share on WhatsApp

Key claims & sources

Summary in preparation.

Market reaction i

BitcoinBTC the event is about this asset

Bitcoin fell 0.2% in the 4 hours after the first headline, after rising 0.2% in the 2 hours before.

$78,069 price at the headline
+0.2% 2 h before
-0.2% 4 h after
+0.4% 12 h after
First headline

48 prices, one every 30 minutes

Coverage timeline

Every piece in order, with the time its news medium declares — if it is not believable we use ours and say so — and what it added to what was already known at that point. Arriving first is not the same as adding something.

first
Nov 1 17:23

What Inflation (US CPI) has done before

WhenWhat happenedFigure
2 months ago Inflation (US CPI): 336.298 (+2.17) rise Sep 2026
3 months ago Inflation (US CPI): 334.131 (+1.32) rise Aug 2026
4 months ago Inflation (US CPI): 332.813 (+0.25) rise Jul 2026
5 months ago Inflation (US CPI): 332.568 (-1.41) fall Jun 2026
6 months ago Inflation (US CPI): 333.979 (+1.57) rise May 2026

FRED series, with the value of each release and its change.

What could happen next i

Fed Decision in December? Polymarket · settles Dec 9 · $95.1k bet in 24 h
76% 25 bps increase
  • 25 bps increase 76%
  • No change 22%
  • 25 bps decrease <1%
  • 50+ bps decrease <1%
  • 1 more1%
25 bps increase, last 16 days
How many Fed rate cuts in 2026? Polymarket · settles Jan 1 · $37.9k bet in 24 h
98% 0 (0 bps)
  • 0 (0 bps) 98%
  • 1 (25 bps) 1%
  • 2 (50 bps) <1%
  • 4 (100 bps) <1%
0 (0 bps), last 16 days
Fed Decision in January? Polymarket · settles Jan 28 · $27.2k bet in 24 h
78% No change ▲ 4 pts in 24 h
  • No change ▲4 78%
  • 25 bps increase 18%
  • 25 bps decrease 3%
  • 50+ bps decrease ▼1 <1%
  • 1 more1%
No change, last 16 days