US September CPI rises 3.7% year-over-year, above forecast, Bitcoin drops below $82,000
US September CPI came in at 3.7% YoY and 0.6% MoM, above the 3.6% forecast, triggering a Bitcoin selloff below $82,000 and a spike in Treasury yields.
Why it matters
The hotter-than-expected inflation data increased the probability of additional Federal Reserve rate hikes, pressuring risk assets including Bitcoin and equities while driving up bond yields and the dollar.
Where the sources disagree
Figures that do not reconcile
Found by comparing the numbers in the reports automatically. They are differences, not yet confirmed to be about the same thing.
size of the move (rose)
0.29%
Crypto News (CryptoNews.net)
0.6%
CoinDesk
Crypto News (CryptoNews.net) reports 0.29%, CoinDesk reports 0.6% (52% apart).
size of the move (rose)
0.29%
Crypto News (CryptoNews.net)
0.6%
CoinDesk
Crypto News (CryptoNews.net) reports 0.29%, CoinDesk reports 0.6% (52% apart).
size of the move (core rose)
0.29%
Crypto News (CryptoNews.net)
0.4%
Bitcoin.com News
Crypto News (CryptoNews.net) reports 0.29%, Bitcoin.com News reports 0.4% (28% apart).
size of the move (rose september)
0.6%
CoinDesk
0.4%
Bitcoin.com News
CoinDesk reports 0.6%, Bitcoin.com News reports 0.4% (33% apart).
size of the move (rose)
3.6%
CoinDesk
2.6%
CryptoPotato
CoinDesk reports 3.6%, CryptoPotato reports 2.6% (28% apart).
size of the move
3.6%
CoinDesk
9.1%
Bitcoin.com News
CoinDesk reports 3.6%, Bitcoin.com News reports 9.1% (60% apart).
size of the move (index rose)
3.6%
CoinDesk
9.1 percent
Cointelegraph
CoinDesk reports 3.6%, Cointelegraph reports 9.1 percent (60% apart).
size of the move (rose september)
0.6%
CoinDesk
0.4%
Bitcoin.com News
CoinDesk reports 0.6%, Bitcoin.com News reports 0.4% (33% apart).
size of the move
2.6%
CryptoPotato
9.1%
Bitcoin.com News
CryptoPotato reports 2.6%, Bitcoin.com News reports 9.1% (71% apart).
size of the move (rose)
2.6%
CryptoPotato
3.7%
CoinGape
CryptoPotato reports 2.6%, CoinGape reports 3.7% (30% apart).
size of the move (rose)
2.6%
CryptoPotato
9.1 percent
Cointelegraph
CryptoPotato reports 2.6%, Cointelegraph reports 9.1 percent (71% apart).
size of the move (september)
9.1%
Bitcoin.com News
3.7%
CoinGape
Bitcoin.com News reports 9.1%, CoinGape reports 3.7% (59% apart).
size of the move
$1,000
Bitcoin.com News
$4,079
Cointelegraph
Bitcoin.com News reports $1,000, Cointelegraph reports $4,079 (75% apart).
size of the move (rose september)
3.7%
CoinGape
9.1 percent
Cointelegraph
CoinGape reports 3.7%, Cointelegraph reports 9.1 percent (59% apart).
Key facts
US September headline CPI rose 0.6% month-over-month and 3.7% year-over-year
3.7 %Disputed figureReported by CoinDesk
US September core CPI rose 0.3% month-over-month and 2.6% year-over-year
2.6 %Disputed figureReported by CoinDesk
Gasoline prices jumped 9.1% in September, accounting for more than half the monthly CPI increase
9.1 %Disputed figureReported by Bitcoin.com News
Bitcoin dropped from around $83,800 to below $82,000 following the CPI release
82,000 USDReported by CryptoPotato
Bitcoin traded at $81,926 on Bitstamp after the CPI data
81,926 USDReported by Cointelegraph
Bitcoin traded at $82,641 on CoinMarketCap with a 0.58% decrease in 24 hours
82,641 USDReported by CoinGape
What happened
The Bureau of Labor Statistics reported September CPI rose 0.6% month-over-month and 3.7% year-over-year, exceeding the 3.6% consensus forecast. Core CPI rose 0.3% MoM and 2.6% YoY, also above estimates of 0.2% and 2.5%. Gasoline prices surged 9.1% in September, accounting for more than half the monthly increase. Bitcoin fell sharply from around $83,800 to below $82,000, with CoinDesk reporting a drop to $81,926 on Bitstamp and CoinGape citing $82,641 on CoinMarketCap. Treasury yields jumped, with the 10-year rising 9.3 basis points to 5.308% and the 2-year soaring 13.1 basis points to 4.924%. Gold declined, though sources differ on the exact level. UBS revised its outlook to expect two more Fed rate hikes by March 2027. Crypto liquidations exceeded $900 million in 24 hours.
How the story developed
- First report
First report by CoinGape
COIN Stock Prediction Ahead of Wednesday’s US CPI Report
- Update
Pre-CPI market positioning and forecasts
Economists forecast September CPI at 3.6% YoY; Bitcoin trading near $83,260; Fed rate hike odds at 16-18% for October 28 meeting
- Official statement
BLS releases September CPI data
Headline CPI 3.7% YoY, 0.6% MoM; Core CPI 2.6% YoY, 0.3% MoM; gasoline up 9.1% monthly
- Independent corroboration
Independently corroborated by CoinDesk
Here's how analysts see U.S. inflation influencing bitcoin
- Update
Bitcoin sells off sharply below $82,000
Bitcoin drops from ~$83,800 to below $82,000 across exchanges; Treasury yields spike; gold declines
- Official statement
Official statement from Bitcoin.com News
US Inflation Reaches 4-Month High as Bitcoin Bulls Retreat
- Update
Analysts warn of further leverage shakeout risk
Bitget Research cites $811M liquidations, $140.9B open interest; Lacie Zhang identifies $81K-$82K support
- Update
UBS revises Fed outlook to two more rate hikes by March 2027
Previous expectation was one hike in December 2026; crypto liquidations exceed $900M in 24 hours
How coverage built up
Independent sources over time, counted the way the consensus panel counts them: a republication of a wire story does not move the line.
- 13 Oct 2026, 11:34 UTC: CoinGape — 1 independent source, 1 reports
- 14 Oct 2026, 10:19 UTC: Crypto News (CryptoNews.net) — 2 independent sources, 2 reports
- 14 Oct 2026, 11:15 UTC: CoinDesk — 3 independent sources, 5 reports
- 14 Oct 2026, 12:35 UTC: CryptoPotato — 4 independent sources, 7 reports
- 14 Oct 2026, 13:47 UTC: The Crypto Basic — 5 independent sources, 9 reports
- 14 Oct 2026, 13:50 UTC: Bitcoin.com News, official — 6 independent sources, 10 reports
- 14 Oct 2026, 14:21 UTC: Cointelegraph — 7 independent sources, 12 reports
- 14 Oct 2026, 14:34 UTC: Crypto News (CryptoNews.net) — 8 independent sources, 13 reports
- 14 Oct 2026, 15:47 UTC: Crypto News (CryptoNews.net) — 9 independent sources, 15 reports
- 14 Oct 2026, 18:20 UTC: Crypto.News — 10 independent sources, 16 reports
Affected entities
Also mentioned: Ethereum, Coinbase, Nasdaq, Ripple, Sui, BlackRock, Circle
Original sources
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