Bitcoin ETF Flows and FOMC Risk: Crypto as a Rate Asset
Bitcoin is holding just below $64,000 on FOMC day, and the price stability is deceptive. Under the surface, institutional positioning tells a more complicated story: a fragile ETF inflow streak, a genuine probability of a rate hike that markets have not fully priced, and an asset class that has spent 2026 behaving less like digital gold and more like the Nasdaq's leveraged cousin. The structural case for crypto as a macro-independent store of value is precisely what this FOMC meeting will test.
Key Takeaways Bitcoin trades at $63,996 on July 29 ahead of the FOMC decision, with CME FedWatch pricing a 32-38% probability of a rate hike at the 3.50-3.75% target range. US spot Bitcoin ETFs recorde…
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