Bitcoin Falls as Hot Inflation and Hawkish Fed Weigh on BTC: What’s Next?
Published . Updated .
Key takeaways
Market Call
Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.
Get these market calls by email
The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.
Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.
Market Analysis by Prime XBT covering: Nasdaq 100, US Dollar Index Futures, United States 10-Year, Bitcoin US Dollar. Read Prime XBT's Market Analysis on Investing.com
Directly affected
- No company is named in this report.
Indirectly affected
- IBIT iShares Bitcoin Trust-8.0% 30d
iShares Bitcoin Trust: it follows bitcoin. Linked by “bitcoin” (crypto) in this story.
- TLT iShares 20+ Year Treasury Bond ETF-1.2% 19d
iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “fed” (US interest rates) in this story.
- TIP iShares TIPS Bond ETF+0.4% 19d
iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.
- COIN Coinbase Global-29.1% 30d
Coinbase Global (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “bitcoin” (crypto) in this story.
- MSTR Strategy-16.4% 30d
Strategy (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “bitcoin” (crypto) in this story.
- MARA MARA Holdings-34.5% 7d
MARA Holdings (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “bitcoin” (crypto) in this story.
- RIOT Riot Platforms-10.1% 30d
Riot Platforms (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “bitcoin” (crypto) in this story.
- JPM JPMorgan Chase+0.1% 30d
JPMorgan Chase (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “fed” (US interest rates) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| IBIT | +8.70% | +2.84% | base | +0.64% | after close | after close | after close |
| TLT | +1.08% | +1.27% | base | -0.48% | after close | after close | after close |
| TIP | +0.74% | +0.94% | base | -0.05% | after close | after close | after close |
| COIN | +14.70% | +1.98% | base | +3.35% | after close | after close | after close |
| MSTR | +17.71% | +6.57% | base | +1.14% | after close | after close | after close |
| MARA | -6.39% | -13.67% | base | +5.51% | after close | after close | after close |
| RIOT | -14.90% | -7.60% | base | +2.21% | after close | after close | after close |
| JPM | +2.98% | -2.21% | base | -0.11% | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Bitcoin Falls as Hot Inflation and Hawkish Fed Weigh on BTC: What’s Next? Investing.com
Source: Investing.com
How far iShares Bitcoin Trust ETF (IBIT) has moved since 11 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| Coinbase Global (COIN) | that day | +3.35% | still updating |
| Coinbase Global (COIN) | three days earlier | +1.98% | final price |
| Coinbase Global (COIN) | five days earlier | +14.70% | final price |
| iShares Bitcoin Trust ETF (IBIT) | that day | +0.64% | still updating |
| iShares Bitcoin Trust ETF (IBIT) | three days earlier | +2.84% | final price |
| iShares Bitcoin Trust ETF (IBIT) | five days earlier | +8.70% | final price |
| Jpmorgan Chase (JPM) | that day | -0.11% | still updating |
| Jpmorgan Chase (JPM) | three days earlier | -2.21% | final price |
| Jpmorgan Chase (JPM) | five days earlier | +2.98% | final price |
| MARA Holdings (MARA) | that day | +5.51% | still updating |
| MARA Holdings (MARA) | three days earlier | -13.67% | final price |
| MARA Holdings (MARA) | five days earlier | -6.39% | final price |
| Strategy (MSTR) | that day | +1.14% | still updating |
| Strategy (MSTR) | three days earlier | +6.57% | final price |
| Strategy (MSTR) | five days earlier | +17.71% | final price |
| Riot Platforms (RIOT) | that day | +2.21% | still updating |
| Riot Platforms (RIOT) | three days earlier | -7.60% | final price |
| Riot Platforms (RIOT) | five days earlier | -14.90% | final price |
| Ishares Tr (TIP) | that day | -0.05% | still updating |
| Ishares Tr (TIP) | three days earlier | +0.94% | final price |
| Ishares Tr (TIP) | five days earlier | +0.74% | final price |
| Ishares Tr (TLT) | that day | -0.48% | still updating |
| Ishares Tr (TLT) | three days earlier | +1.27% | final price |
| Ishares Tr (TLT) | five days earlier | +1.08% | final price |
Congressional trades in the stocks in this story
- Rep. Rohit Khanna bought Coinbase Global (COIN) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 68 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Coinbase Global (COIN), worth $1,001 - $15,000 on 18 Aug 2026. That is 85 days before publication. Filed 10 Sep 2026. View the filing.
- Rep. Rohit Khanna bought Jpmorgan Chase (JPM) (held by a dependent child), worth $1,001 - $15,000 on 15 Oct 2026. That is 27 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna bought Jpmorgan Chase (JPM) (held by a spouse), worth $100,001 - $250,000 on 8 Oct 2026. That is 34 days before publication. Filed 5 Nov 2026. View the filing.
- Sen. Sheldon Whitehouse sold Jpmorgan Chase (JPM) (held by a spouse), worth $15,001 - $50,000 on 4 Sep 2026. That is 68 days before publication. Filed 1 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around iShares Bitcoin Trust ETF (IBIT)
Companies carried with this story
- IBIT iShares Bitcoin Trust ETF
iShares Bitcoin Trust ETF (IBIT) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Bitcoin Falls as Hot Inflation and Hawkish Fed Weigh on BTC: What’s Next?.” Reason on file: iShares Bitcoin Trust: it follows bitcoin. Linked by “bitcoin” (crypto) in this story
- TLT Ishares Tr
Ishares Tr (TLT) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Bitcoin Falls as Hot Inflation and Hawkish Fed Weigh on BTC: What’s Next?.” Reason on file: iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “fed” (US interest rates) in this story
- TIP Ishares Tr
Ishares Tr (TIP) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Bitcoin Falls as Hot Inflation and Hawkish Fed Weigh on BTC: What’s Next?.” Reason on file: iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story
- COIN Coinbase Global
In “Bitcoin Falls as Hot Inflation and Hawkish Fed Weigh on BTC: What’s Next?,” Coinbase Global (COIN) is linked, with no stored direction, medium confidence. Reason on file: Coinbase Global (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “bitcoin” (crypto) in this story
- MSTR Strategy
In “Bitcoin Falls as Hot Inflation and Hawkish Fed Weigh on BTC: What’s Next?,” Strategy (MSTR) is linked, with no stored direction, medium confidence. Reason on file: Strategy (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “bitcoin” (crypto) in this story
- MARA MARA Holdings
MARA Holdings (MARA) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Bitcoin Falls as Hot Inflation and Hawkish Fed Weigh on BTC: What’s Next?.” Reason on file: MARA Holdings (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “bitcoin” (crypto) in this story
- RIOT Riot Platforms
Riot Platforms (RIOT) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Bitcoin Falls as Hot Inflation and Hawkish Fed Weigh on BTC: What’s Next?.” Reason on file: Riot Platforms (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “bitcoin” (crypto) in this story
- JPM Jpmorgan Chase
Jpmorgan Chase (JPM) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Bitcoin Falls as Hot Inflation and Hawkish Fed Weigh on BTC: What’s Next?.” Reason on file: JPMorgan Chase (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “fed” (US interest rates) in this story
iShares Bitcoin Trust ETF (IBIT)
iShares Bitcoin Trust ETF (IBIT) is the company in “Bitcoin Falls as Hot Inflation and Hawkish Fed Weigh on BTC: What’s Next?,” the 11 Nov 2026 this story story.
For iShares Bitcoin Trust ETF (IBIT), the reason on file says iShares Bitcoin Trust: it follows bitcoin. Linked by “bitcoin” (crypto) in this story
Also listed, Ishares Tr (TLT): iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “fed” (US interest rates) in this story
Price levels for iShares Bitcoin Trust ETF (IBIT)
IBIT traded between 43.03 and 48.07 across 20 sessions. The latest close on file is 44.03. TIP traded between 103.77 and 105.61 across 16 sessions. The latest close on file is 105.27. TLT traded between 76.44 and 80.56 across 16 sessions. The latest close on file is 79.46.
What the saved facts support for iShares Bitcoin Trust ETF (IBIT)
46 out of 100Price not final
“Bitcoin Falls as Hot Inflation and Hawkish Fed Weigh on BTC: What’s Next?” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.