Coin Stories News Block: Inflation Cools, Rate-Cut Bets Surge, Strategy Loads Up on Nearly $1B BTC, Senator Lummis Retirement
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Dec 22, 2025 Listener engagement kicks off with the surprising cooler CPI numbers that are shifting market expectations for rate cuts. The Federal Reserve is tweaking its guidance on digital assets, making it easier for banks to venture into crypto. In a significant political twist, Senator Lummis announces her decision not to seek re-election, marking a shift in Bitcoin advocacy. Meanwhile, Strategy makes headlines by acquiring nearly $1 billion in Bitcoin, signaling a strong bullish outlook. Tune in for all the details and insights!
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CPI Prints Cool; Markets Turn Dovish
- November CPI printed cooler than expected, showing headline 2.7% and core 2.6% year-over-year.
- Markets reacted dovishly with stocks up and lower rate-cut odds rising toward a January cut probability.
Data Caveats Temper Rate Cut Confidence
- The BLS warned November CPI has measurement limitations after the government shutdown.
- Cleveland Fed President Beth Hammack cautioned against relying on this distorted print and opposed an immediate rate cut.
Fed Walkback Opens Bank Doors To Bitcoin
- The Fed rescinded its 2023 restrictive guidance that treated crypto as 'novel' and effectively blocked bank activity.
- New case-by-case guidance lets banks seek clarity and opens the door for custody and product offerings.