US Inflation Cools to 2.4% as Bitcoin Holds Near $69,000
- Overall inflation remains within projections, and the headline CPI cools to 2.4%.
- Monthly gains are driven by housing costs, while energy and gas prices decline.
- Bitcoin improves by 3.88% as liquidity and Treasury returns influence the market.
Markets reacted to January U.S. inflation data showing headline CPI at 2.4% year over year, below the 2.5% estimate. Core inflation prints 2.5%, in line with forecasts, while Bitcoin trades near $68,894 and Treasury yields hover around 3.52%. Headline CPI rises 0.2% in January on a monthly basis, while core increases 0.3%, seasonally adjusted.
The Bureau of Labor Statistics identifies shelter as the largest contributor to the monthly gain. Shelter climbs 0.2% during the month and stands 3.0% higher over the year.
Energy declines 1.5% in January, and gasoline drops 3.2% on a seasonally adjusted basis. Airline fares surge 6.5% during the month, while used cars and trucks fall 1.8%. Motor vehicle insurance slips 0.4%. Over 12 months, food prices rise 2.9% and energy edges down 0.1%.
Data Gaps and Market Reaction
The BLS notes missing CPI data for October and November 2025 due to a lapse in appropriations. The Cleveland Fed’s nowcasting page also flags the delayed October 2025 release tied to last year’s government shutdown.
Those gaps leave holes in the official record. As a result, models and proxy estimates take on greater weight in forecasting. Market participants factor that uncertainty into pricing decisions.
Once the data posts, short-term interest rates adjust quickly. The 2-year Treasury yield stands near 3.52% on Feb. 11, up from 3.45% the prior day, according to FRED. That yield sets a baseline return and competes directly with risk assets.
Bitcoin and Liquidity Conditions
Bitcoin trades at $68,894.65, gaining 3.88% over 24 hours, according to CoinMarketCap. The intraday chart from 12:00 PM through 9:00 AM on Feb. 14 shows a rebound from $66.16K toward the $68.89K range.
Market capitalization reaches $1.37 trillion, up 3.89%. Meanwhile, 24-hour trading volume falls 16.54% to $36.65 billion, placing the volume-to-market-cap ratio at 2.66%. Fully diluted valuation stands at $1.44 trillion.
The total supply of Bitcoin amounts to 19.98 million BTC, while the maximum supply reaches 21 million. The circulating supply stands at 19.98 million BTC, while the treasury holdings contain 1.17 million BTC. Bitcoin has a perfect profile score of 100, which attracts more than 6 million viewers to its content.
Inflation in Daily Life
The all-items index shows a 12-month increase of 2.4%, representing a 2.7% decrease from the rate observed in December. The core inflation rate remains unchanged at 2.5% when measured on an annual basis. The different expense categories, which include shelter, food, insurance, and travel expenses, determine how families spend their money.
Related: US Inflation Cools Down To 2.8%, But Tariffs Pose Risks
People most frequently encounter inflation through their housing expenses, food purchases, and insurance costs. The prices of airline tickets experience great fluctuations, while energy costs change every month. These price changes cause people to alter their spending habits and their emotional state.
The 2.4% CPI report indicates that inflation is decreasing. The housing market experiences a 3.0% yearly increase, while food costs experience a 2.9% yearly increase. What will be the next market reaction to the Treasury yields, which are currently at 3.52%, and the DefiLlama report, which showed stablecoin liquidity of $307 billion?
