Crypto Compass by BitcoinWalletSG #133

Tariff Pressures Could Fuel Another Inflation Spike in July’s CPI Report 🔥 ? Read it in our weekly newsletter now!

BitcoinWallet SG
August 12, 2025

Hello Fam,

This week’s spotlight falls on the upcoming U.S. CPI report (12th August), a key gauge that could set the tone for Fed policy and market sentiment. With tariffs on Chinese goods temporarily paused after a 90 days extension, traders are balancing relief on trade tensions with the possibility of renewed inflation pressure from earlier import costs.

Crypto markets are watching closely, as a softer CPI could fuel hopes of a September rate cut while a hotter print may tighten conditions. Add in shifting whale activity, altcoin momentum, and ongoing stablecoin developments, and this week offers no shortage of catalysts for both volatility and opportunity.

🔥 Tariff Pressures Could Fuel Another Inflation Spike in July’s CPI Report

July’s U.S. Consumer Price Index (CPI) is expected to register a 0.2% monthly increase, pushing the year-over-year rate up to around 2.8%, as tariff impacts continue to ripple through prices. Core CPI, which excludes food and energy, is forecast to climb by 0.3% monthly and 3.0% annually, signaling persistent inflationary pressure.

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⛔ China Cracks Down on Stablecoin Promotion, Research, and Seminars

Chinese financial regulators have instructed brokerages, research institutions, and think tanks to cease all promotion, research reports, and seminars related to stablecoins, citing concerns over potential fraud, speculative frenzies, and financial instability. The move, rolled out in late July through early August, reflects Beijing’s precautionary stance amid a surge in retail interest and risky behavior.

💼 Ripple Acquires Rail in $200M Stablecoin Push

Ripple has agreed to acquire Toronto-based stablecoin payments platform Rail for $200 million, with the deal expected to close in the fourth quarter of 2025 pending regulatory approval. Rail enables businesses to access stablecoin payment rails, including virtual accounts and automated back-office tooling, without needing to hold crypto or establish direct exchange relationships.

🚀 Altseason Gathers Steam as Ethereum and Tokens Drive Market Surge

Ethereum is powering a broader altcoin rally with surging institutional demand and on-chain strength. ETH has climbed toward or surpassed $4,000, with staking growth and ETF inflows underpinning the momentum. Analysts also point to diminished exchange reserves and whale accumulation as bullish signals.

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