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With US inflation heart stage and oil-market provide steerage due, this can be a data-heavy week the place macro can resolve whether or not Bitcoin’s tight consolidation resolves into contemporary highs and the broader crypto market continues to blow up additional.
Crypto Market Braces For Main Week
The July Client Value Index arrives Tuesday, August 12, at 14:30 CEST (08:30 ET). The median economist name leans towards a firmer core and a still-contained headline: Bloomberg’s survey factors to a 0.3% month-over-month improve in core CPI, whereas a number of desks anticipate headline CPI at 0.2% m/m and a couple of.8% y/y after 2.7% in June.
The Cleveland Fed’s real-time nowcast is in the identical ballpark on the year-over-year prints, exhibiting ~2.7% for headline and ~3.0% for core going into the discharge. The schedule is official; the nuance is {that a} 0.3% core m/m is in line with core holding close to 3% y/y, which markets would learn as sticky however not re-accelerating—till tariffs or power change the calculus.
Producer costs comply with Thursday, August 14, additionally at 14:30 CEST (08:30 ET). Consensus pegs PPI last demand close to +0.2% m/m after a flat June; the Bureau of Labor Statistics has confirmed the timing and flagged methodology adjustments that take impact with this launch. Taken with CPI, a 0.2% PPI would suggest solely modest pipeline stress—until companies margins shock.
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Retail’s read-through for demand lands Friday, August 15, at 14:30 CEST (08:30 ET). The road is on the lookout for +0.5% m/m on headline retail gross sales, with many desks additionally watching the management group for a gentle goods-spending pulse after June’s 0.5%. One hour later, at 16:00 CEST (10:00 ET), the College of Michigan prints its preliminary August sentiment; July’s enchancment into the low-60s set the bottom. None of those are binary for crypto, however a sizzling gross sales beat in opposition to a 0.3% core CPI would harden “higher-for-longer” price chatter; a cooler combine would do the alternative.
Power is the wild card. OPEC’s Month-to-month Oil Market Report publishes Tuesday, August 12, with July’s version having saved 2025 demand development regular at ~1.3 mb/d; the cadence of OPEC+ provide steerage and the IEA’s Oil Market Report on Wednesday, August 13, will feed instantly into headline-inflation expectations by way of the gasoline channel. The precise launch dates are fastened on OPEC’s calendar and the IEA knowledge portal.
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On crypto-native flows, FTX’s estate has set Friday, August 15 because the file date for its subsequent money distribution cycle, with disbursements anticipated to start on or about September 30, 2025. The step is funded by a court-authorized $1.9 billion discount of the disputed claims reserve (to $4.3B), and funds will route by way of BitGo, Kraken and Payoneer for eligible, absolutely onboarded claimants. Virtually, meaning Aug. 15 determines who’s in line; the precise liquidity arrives at quarter-end.
Ethereum’s particular catalyst is corporate-treasury optics. SharpLink Gaming (Nasdaq: SBET)—which has been publishing weekly accumulation tallies—will maintain its Q2 2025 name on Friday, August 15, at 14:30 CEST (08:30 ET). The corporate disclosed 521,939 ETH on the steadiness sheet as of August 3, alongside ongoing capital raises to increase that treasury. Any change in tempo, staking technique or financing combine might transfer the “ETH as a balance-sheet asset” narrative.
Technically, Bitcoin sits a stone’s throw from July’s file at $123,153. Aksel Kibar, CMT, characterized the previous week’s pause as “a text-book pullback to the neckline,” including that “monitoring the chart for acceleration this week. Breach of 123.2K (minor excessive) can resume uptrend.”
At press time, BTC traded at $121,699.
Featured picture created with DALL.E, chart from TradingView.com
