This CPI print matters far more than most people realize.
US core inflation just fell to 2.6%, the lowest level since early 2021.
Markets were positioned for inflation to rise — instead, it dropped sharply.
This is the closest we’ve been to the Fed’s 2% target since the pandemic.
Here’s why this is quietly bullish for Bitcoin long term 👇
When inflation cools this fast, the pressure on central banks shifts.
Rates don’t need to stay restrictive forever, and liquidity doesn’t tighten indefinitely.
This doesn’t mean cuts are coming tomorrow — but it does suggest the peak of monetary stress is likely behind us.
Crypto doesn’t rally on rate cuts.
It rallies when the market realizes the worst is already over.
Short term, my view hasn’t changed.
I still believe Bitcoin could revisit ~$40,000 next year.
But zoom out 📈
2028–2029 is where things get interesting.
That’s when I expect Bitcoin to move well above $200K.
Lower inflation also changes institutional behavior.
Risk assets stop being treated like Ponzi schemes and start being viewed as assets with asymmetric upside again.
We’ve seen this setup before in every major cycle:
Inflation rolls over
Policy lags
Markets front-run the next expansion
If this trend continues, accumulation over the next few years will matter far more than short-term noise.
The real payoff always comes later.
And no — 2028 isn’t a random year.
It aligns with:
The next liquidity cycle
Bitcoin halving effects fully priced in
A macro environment that finally stops fighting risk
Most people will miss it because they’re glued to the next CPI headline.
But the biggest moves always start when markets feel boring again.
