Bitcoin risks falling below $80K amid inflation, Fed rate hike fears, and weak crypto demand, says Coinbase.
Published . Updated .
Coinbase warns that Bitcoin could drop below $80,000 due to persistent inflation, a likely Fed rate hike in December, and declining crypto liquidity. Demand from treasury firms has faded, and U.S. spot ETFs face heavy outflows, while geopolitical tensions add further risk.
Directly affected
- CRCW Crypto
Named in this report.
Indirectly affected
- IBIT iShares Bitcoin Trust+2.7%
This price moves with the crypto market
- COIN Coinbase-14.1%
The crypto exchange moves with trading volumes
- MSTR Strategy+6.7%
This company's value is tied to its bitcoin holdings
- MARA MARA Holdings-9.9%
Bitcoin miners move with the bitcoin price
- TLT iShares 20+ Year Treasury Bond-1.8%
Long-term bonds move when yields change
- IEF iShares 7-10 Year Treasury Bond-0.9%
Treasury bonds move when yields change
- RIOT Riot Platforms-40.2%
Bitcoin miners move with the bitcoin price
- HOOD Robinhood-16.9%
Retail trading apps move with crypto volumes
- SHY iShares 1-3 Year Treasury Bond-0.3%
Short-term bonds move when the Fed changes rates
- SPY SPDR S&P 500
Stocks move when the Fed changes the rate path
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| CRCWNo price data for this ticker | — | — | — | — | — | — | — |
| IBIT | +0.74% | +4.07% | base | after close | after close | after close | after close |
| COIN | +2.30% | +7.65% | base | after close | after close | after close | after close |
| MSTR | -6.98% | +5.01% | base | after close | after close | after close | after close |
| MARA | +5.13% | +10.83% | base | after close | after close | after close | after close |
| TLT | -2.31% | -1.35% | base | after close | after close | after close | after close |
| IEF | -1.06% | -0.90% | base | after close | after close | after close | after close |
| RIOT | +11.58% | +12.02% | base | after close | after close | after close | after close |
| HOOD | +1.51% | +7.24% | base | after close | after close | after close | after close |
| SHY | -0.24% | -0.27% | base | after close | after close | after close | after close |
| SPY | +0.89% | +1.75% | base | after close | 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.
Market Call
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Bitcoin risks falling below $80K amid inflation, Fed rate hike fears, and weak crypto demand, says Coinbase. Pluang
Source: Pluang
This story
| Company | When | Move | Status |
|---|---|---|---|
| COIN | three days earlier | +7.65% | final price |
| COIN | five days earlier | +2.30% | final price |
| HOOD | three days earlier | +7.24% | final price |
| HOOD | five days earlier | +1.51% | final price |
| IBIT | three days earlier | +4.07% | final price |
| IBIT | five days earlier | +0.74% | final price |
| IEF | three days earlier | -0.90% | final price |
| IEF | five days earlier | -1.06% | final price |
| MARA | three days earlier | +10.83% | final price |
| MARA | five days earlier | +5.13% | final price |
| MSTR | three days earlier | +5.01% | final price |
| MSTR | five days earlier | -6.98% | final price |
| RIOT | three days earlier | +12.02% | final price |
| RIOT | five days earlier | +11.58% | final price |
| SHY | three days earlier | -0.27% | final price |
| SHY | five days earlier | -0.24% | final price |
| SPY | three days earlier | +1.75% | final price |
| SPY | five days earlier | +0.89% | final price |
| TLT | three days earlier | -1.35% | final price |
| TLT | five days earlier | -2.31% | 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 51 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 68 days before publication. Filed 10 Sep 2026. View the filing.
- Sen. John Boozman bought IEF (jointly held), worth $1,001 - $15,000 on 9 Sep 2026. That is 46 days before publication. Filed 21 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).
This story
12 out of 100
“Bitcoin risks falling below $80K amid inflation, Fed rate hike fears, and weak crypto demand, says Coinbase.” scores 12 out of 100. The score uses 1 sources.