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When you think about how much influence central bankers have on the global economy, it’s kind of wild that they still make decisions based on numbers that aren’t even final.
That’s what just happened, again, with the U.S. Federal Reserve and its reaction to monthly job reports. The Bureau of Labor Statistics publishes these numbers fast, but then regularly revises them later. Sometimes by a lot. And yet, the Fed still uses those first prints to decide whether to raise or lower interest rates.
To be clear: revisions are normal. That’s how real-world data works. But when the most powerful central bank in the world makes calls based on early estimates that are likely off, it’s fair to ask: shouldn’t they wait for more solid info?
Core inflation is still sticky, and new trade tariffs are starting to push prices up again. At the same time, job growth isn’t as strong as we thought. Recent revisions show the economy might be weaker than the Fed believed. So now the market is expecting the Fed to start cutting rates sooner than expected, even though inflation isn’t fully under control.
It’s a tricky moment. The Fed is caught between slowing growth and high prices. But for Bitcoin, that setup could be just fine.
Why this is still bullish for Bitcoin
When it comes to Bitcoin, it’s about how much money is flowing in the system, and how attractive it is compared to traditional assets. When interest rates fall, holding assets like Bitcoin or gold becomes more appealing. And if the dollar weakens, that’s usually a plus for crypto.
Add to that the momentum from Bitcoin ETFs, a post-halving environment, and more institutional and corporate adoption, and you’ve got a setup that looks pretty bullish, even if the macro isn’t perfect.
The Fed runs on old data. Bitcoin runs on code.
Here’s the irony: the Fed relies on lagging, flawed reports. Bitcoin runs on a protocol, transparent, predictable, and immune to political noise. You don’t need to guess what Bitcoin will do next quarter. You can check the code.
Nobody expects the Fed to be perfect. But in today’s data-rich world, building policy on first-draft numbers feels… outdated. Especially when the consequences are so big.
So yes, the macro picture is still a bit messy. Inflation isn’t fully tamed. But the trend? It’s shifting. And Bitcoin? Still flashing green.
