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Bitcoin Faces Macro Turbulence, Quantum Fears, and Fed Pivot Hopes

Bitcoin Faces Macro Turbulence, Quantum Fears, and Fed Pivot Hopes

Bitcoin hovers in a fragile range as macroeconomic pressures, mysterious whale movements, and rising Fed rate cut bets shape sentiment across the crypto space.

Joe G & Money Talks
August 03, 2025 • Estimated Reading Time: 3 minutes

What we will talk about today...

Arthur Hayes Predicts Bitcoin Pullback to $100K

80,000 Dormant BTC Moved After 14 Years, Sparking Quantum Security Buzz

Fed Rate Cut Bets Fuel Bitcoin Optimism, Despite Pullback

Bearish outlook amid weak jobs data and tighter credit conditions.

Bitcoin cycles, as we know them, are dead.
You can't compare this phase to the ones that came before.
Not in scale.
Not in structure.
Not in what’s at stake.
What we’re seeing now isn’t a reaction to supply, but how bitcoin being absorbed into the system.
It flows through
— Eli Nagar (@EliNagarBrr)
4:57 PM • Aug 2, 2025

Macroeconomic headwinds: Sluggish job creation and renewed tariff concerns could weaken crypto momentum.
Slowing credit growth: Global credit stagnation may stall GDP and risk asset performance.
Profit-taking move: Hayes sold over $13M in ETH, ENA, and PEPE ahead of expected downturn.

Y? US Tariff bill coming due in 3q … at least the mrkt believes that after NFP print. No major econ is creating enough credit fast enough to boost nominal gdp. So $BTC tests $100k, $ETH tests $3k. Come see my @WebX_Asia Tokyo keynote Aug 25 for more info. Back to the beach.
— Arthur Hayes (@CryptoHayes)
5:10 AM • Aug 2, 2025

"Bitcoin and Ether could fall toward $100K and $3K as the global economy tightens,"

Arthur Hayes.

80,000 Dormant BTC Moved After 14 Years, Sparking Quantum Security Buzz

Massive Satoshi-era transfer triggers speculation and concern.

Historic whale move: Eight 10K BTC wallets from 2009–2011 moved coins on July 4, raising eyebrows.
Quantum security fears: Funds shifted to SegWit addresses, likely for stronger quantum-resistant protection.
Market impact: 28,600 BTC sent to Galaxy Digital; 9,000 BTC sold amid a 5% Bitcoin price dip.

"LEGAL NOTICE: We have taken possession of this wallet and its contents."

Blockchain OP RETURN message, July 1, 2025.

Fed Rate Cut Bets Fuel Bitcoin Optimism, Despite Pullback

Investors eye September policy shift as crypto eyes consolidation.

80% chance of a cut: Soft U.S. labor data drives expectations of a Fed pivot in September.
Price volatility persists: Bitcoin dipped 2% to $112.7K but remains in a bullish structure.
Investor behavior shifts: On-chain data shows profit-taking and reduced U.S. demand.

"This is a healthy correction before the next leg up,"

Tom Lee, FundStrat CEO.