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News articleYahoo Finance· September 30, 2026

What cooler PCE inflation means for bitcoin and crypto

View original at finance.yahoo.com
What cooler PCE inflation means for bitcoin and crypto Scott Melker discusses the latest Personal Consumption Expenditures (PCE) report, the Federal Reserve's preferred inflation gauge, which showed prices fell more than expected in August, and what it might mean for bitcoin (BTC-USD) and the rest of the cryptocurrency…
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  • Within six months people will be giving AI agents literally everything and they will run our lives.

    60% confidence
  • None of the 15 institutions in the Bitwise survey reduced crypto allocations during the 50%+ drawdown; several bought more, and all held Bitcoin.

    60% confidence
  • Bitcoin made a new higher high and is above all meaningful moving averages.

    60% confidence
  • The PCE numbers are likely inaccurate, and the cooler inflation reading does not matter for Bitcoin.

    60% confidence
  • Government changed the methodology for portfolio management, software and legal services prices, which economists said lowers annual inflation by about 0.2 percentage points.

    60% confidence
  • Bitcoin is about to close its strongest quarter since late 2024, its first green quarter in a long time.

    60% confidence
  • Prediction markets are easy to game and insider trading is likely a problem.

    60% confidence
  • Bitcoin is an uncorrelated, idiosyncratic asset and is likely entering a new cycle regardless of the rest of the economy.

    60% confidence
  • Institutions treat Bitcoin as a long-term asset and are not trading it month to month.

    60% confidence
  • AI agents will transact using stablecoins and tokens on blockchain rails, which is among the most bullish narratives for crypto.

    60% confidence
  • Market expectations are arbitrarily set by large institutions in line with what the Fed wants, so beating expectations is what matters.

    60% confidence

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AI Moves Into Devices, Security and Platforms: Physical AI Data, On-Device Compute and Agent Governance Drive a Late-October Product Wave
In late October 2026, vendors across hardware, enterprise software and security launched products built around AI moving out of the cloud and into devices, workflows and physical systems. Examples include NVIDIA RTX Spark laptops with Adobe, ASUS and Windows support for local and hybrid AI, and Harvest Praxis and Encord on embodied or physical AI. Enterprise software and security vendors (Salesforce–Braze, Fortinet, ServiceNow, Cisco, Intuit) are consolidating AI-driven customer data, adding inline AI security and agent governance, and embedding AI in financial and accounting workflows. The finance link is indirect: it rests on M&A, fintech-adjacent AI tooling and the capital flowing into physical AI. No regulatory driver appears in the facts.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
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