U.S. inflation concerns intensify risk-off mood for Bitcoin, deepening outflows from ETFs
Published . Updated .
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.
This report is about crypto and inflation and prices.
Directly affected
- No company is named in this report.
Indirectly affected
- IBIT iShares Bitcoin Trust-6.7% 30d
iShares Bitcoin Trust: it follows bitcoin. Linked by “bitcoin” (crypto) in this story.
- TIP iShares TIPS Bond ETF+1.1% 16d
iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.
- COIN Coinbase Global-28.6% 30d
Coinbase Global (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “bitcoin” (crypto) in this story.
- MSTR Strategy-13.7% 30d
Strategy (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “bitcoin” (crypto) in this story.
- MARA MARA Holdings-35.9% 9d
MARA Holdings (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “bitcoin” (crypto) in this story.
- RIOT Riot Platforms-9.5% 30d
Riot Platforms (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “bitcoin” (crypto) in this story.
- WMT Walmart+18.8% 30d
Walmart (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.
- COST Costco Wholesale+18.6% 30d
Costco Wholesale (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) 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 | +8.64% | +8.44% | base | after close | after close | after close | after close |
| TIP | +1.37% | +0.64% | base | after close | after close | after close | after close |
| COIN | +6.64% | +6.79% | base | after close | after close | after close | after close |
| MSTR | +12.62% | +9.65% | base | after close | after close | after close | after close |
| MARA | -5.01% | +9.30% | base | after close | after close | after close | after close |
| RIOT | +0.71% | +4.28% | base | after close | after close | after close | after close |
| WMT | -1.96% | -1.88% | base | after close | after close | after close | after close |
| COST | -3.62% | -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.
U.S. inflation concerns intensify risk-off mood for Bitcoin, deepening outflows from ETFs Traders Union
Source: Traders Union
This story
| Company | When | Move | Status |
|---|---|---|---|
| COIN | three days earlier | +6.79% | final price |
| COIN | five days earlier | +6.64% | final price |
| COST | three days earlier | -1.75% | final price |
| COST | five days earlier | -3.62% | final price |
| IBIT | three days earlier | +8.44% | final price |
| IBIT | five days earlier | +8.64% | final price |
| MARA | three days earlier | +9.30% | final price |
| MARA | five days earlier | -5.01% | final price |
| MSTR | three days earlier | +9.65% | final price |
| MSTR | five days earlier | +12.62% | final price |
| RIOT | three days earlier | +4.28% | final price |
| RIOT | five days earlier | +0.71% | final price |
| TIP | three days earlier | +0.64% | final price |
| TIP | five days earlier | +1.37% | final price |
| WMT | three days earlier | -1.88% | final price |
| WMT | five days earlier | -1.96% | 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 71 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 88 days before publication. Filed 10 Sep 2026. View the filing.
- Rep. Rohit Khanna bought Walmart (WMT) (held by a dependent child), worth $15,001 - $50,000 on 13 Oct 2026. That is 32 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Walmart (WMT) (held by a spouse), worth $1,001 - $15,000 on 7 Oct 2026. That is 38 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Pete Sessions sold Walmart (WMT) (held by a spouse), worth $50,001 - $100,000 on 2 Oct 2026. That is 43 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Pete Sessions sold Costco Wholesale (COST), worth $100,001 - $250,000 on 13 Oct 2026. That is 32 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Costco Wholesale (COST) (held by a spouse), worth $1,001 - $15,000 on 12 Oct 2026. That is 33 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna bought Costco Wholesale (COST) (held by a spouse), worth $1,001 - $15,000 on 7 Oct 2026. That is 38 days before publication. Filed 5 Nov 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
“U.S. inflation concerns intensify risk-off mood for Bitcoin, deepening outflows from ETFs” scores 12 out of 100. The score uses 1 sources.