Macro expectations are reshaping market risk appetite, with Kevin Warsh indicating the probability of another Federal Reserve rate hike stands below 50%, offering a key psychological anchor for the currently strained cryptocurrency market. Subtle fluctuations in inflation data will directly influence asset pricing dynamics.

On Thursday, September 6, 2026, the month-over-month Producer Price Index (PPI) is projected to rise 0.4%, keeping the overall level at 5.4%. The following Friday, the year-over-year Consumer Price Index (CPI) is expected to land within the 3.3%-3.4% range, though some perspectives warn that the actual decline could reach 2.5%.

Data compiled by Woofun AI indicates that if inflation exceeds expectations, U.S. Treasury yields will climb, subsequently exerting downward pressure on Bitcoin prices and forcing the market to retest the critical $80,000 support level on September 9 to confirm whether prices can stabilize and recover.

Infrastructure developments are advancing in parallel. Coinbase (COIN.US) plans to complete the migration of its perpetual contract futures trading system on September 11, fully integrating with Deribit's trading infrastructure to enhance clearing efficiency and system stability. Meanwhile, technical teams have implemented security fixes for Core Lightning version 26.06.7, aiming to eliminate potential vulnerabilities and safeguard the underlying network's operational security.

Earnings expectations among listed companies show notable divergence. Canaan Inc (CAN.US) is projected to face a loss of $0.14 per share, reflecting the profitability pressures traditional mining firms encounter amid cyclical fluctuations. In contrast, GameStop (GME.US) demonstrates an independent financial trajectory, highlighting differentiated reactions across sectors under prevailing market sentiment.