Welcome to US Crypto News Morning Briefing. A critical overview of the most important developments in cryptocurrencies of the day.
Have some coffee and calm down. This week, Bitcoin trends have had traders talking, analysts scratching their heads, and even a familiar voice hinting that all is not as it seems. Amid the plunges, recoveries, and cryptic warnings, one question remains. Who or what is really pulling the strings behind the scenes?
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Today’s crypto news: Is a cabal behind Bitcoin’s strength? Jim Cramer thinks so
Jim Cramer has once again triggered a wave of speculation across crypto Twitter and trading desks by suggesting that unseen forces may be at work to keep Bitcoin rising despite mounting macroeconomic pressures.
“I feel like a cabal is trying to keep Bitcoin above $90,000. I like Bitcoin, but I don’t like any of the derivatives that have been created to play with it, game it, mine it,” he said.
The remarks come at a sensitive time for the market. Bitcoin has rebounded from below $90,000 early last week, prompting traders to analyze Cramer’s choice of words.
Even rhetorically, his references to a “cabal” were enough to evoke theories ranging from ETF market makers defending key standards to institutional investors quietly hoarding as liquidity thins.
Mr. Kramer doubled down hours later with an even more pointed message. “Even with all this destruction, we are not oversold!!!”
To many traders, this sounded less like alarm and more like classic Kramer timing, historically notorious for coinciding with market inflection points in the opposite direction.
This immediately inspired the story of Inverse Kramer. When the claims become bearish or the warnings become stronger, some traders start looking for the bottom instead.
But analysts argue that the market’s recent moves have much more to do with macroeconomic forces than memes.
The Power of Macro, Not Memes: What’s Really Driving Bitcoin’s Recent Volatility
According to QCP, Bitcoin’s temporary dip below the $90,000 threshold reflects the asset’s increased sensitivity to changes in liquidity and interest rate expectations.
A solid interest rate outlook and persistent outflows from Bitcoin ETFs have weighed on prices for weeks. The rapid reassessment of Federal Reserve expectations, from the assumption of a December rate cut to the coin toss, has added to those pressures.
“Markets have significantly repriced Fed expectations, reducing the probability of a December rate cut from ‘almost certain’ to ‘even’,” QCP noted, highlighting how these macro adjustments have a disproportionate impact on duration-sensitive assets like Bitcoin.
Meanwhile, stocks have remained relatively resilient thanks to massive gains from AI-driven hyperscalers. Cryptocurrencies are lagging behind due to the strength of Big Tech, and volatility is amplified as liquidity becomes thinner.
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Traders are now preparing for a big week as the U.S. government reopens and economic data releases resume.
Labor market indicators and the Conference Board’s Economic Leading Index, updated with new job openings indicators, are expected to shape market expectations into 2026.
These data points will help define whether the Fed is leaning toward caution on inflation or whether it is recognizing signs of economic weakness.
Fed Chairman Jerome Powell’s recent statement that a rate cut in December is “not guaranteed” has strengthened the cautious mood.
For Bitcoin, the question is whether the recent turmoil represents a standard positioning shake-out or the beginning of a broader risk-off movement.
While Kramer’s “cabal” comments may have dominated the headlines, the real factor remains the macro tide, which could either work against cryptocurrencies or gradually swing back in its favor.
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Here’s a rundown of US crypto news to follow today.
