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The Week That Was

Executive Summary

Between September 6 and September 12, 2026, Bitcoin price action was characterized by a transition from range-bound holiday trading near $80,000 to defensive consolidation in the $77,000 range. This shift was primarily driven by a “double-shock” of hotter-than-expected inflation data (PPI and CPI) and escalating geopolitical tensions in the Middle East, which pushed Brent crude prices above $100 per barrel.

Key takeaways include:

* Monetary Policy Shift: Market expectations for a 25 basis point Federal Reserve rate hike on September 16 surged from roughly 60% to over 85%…

The skinny

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