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>>Morgan Stanley and Strategy predict Bitcoin buying will continue despite a projected 3.7% CPI increase driven by the Iran conflict.

Morgan Stanley and Strategy predict Bitcoin buying will continue despite a projected 3.7% CPI increase driven by the Iran conflict.

crypthub

2 days ago

March CPI Outlook

March CPI at 8:30 ET is forecast at 3.7% YoY, the largest monthly jump in years. The rise is driven by the Iran oil shock hitting gas, transport and food. The Fed raised its 2026 inflation view to 2.7% and many see no rate cuts.

Oil Shock and Fed Response

Crude rose from $70 to over $110, lifting jet fuel, shipping and freight costs. The surge creates an “inflation tax” the Fed cannot offset. Tariff‑driven price pressure is set to peak in Q2 2026.

Bitcoin Institutional Activity

Morgan Stanley’s new spot Bitcoin ETF attracted $34 million on day one. Spot BTC ETFs have amassed over $545 million this week. Strategy added nearly 5,000 BTC to its balance sheet.

Market Watch Points

Traders will gauge Bitcoin by the CPI, oil moves and US‑Iran talks. CPI above 3.7% may pull BTC to $69 k; a softer print could lift it toward $73‑75 k. The April FOMC meeting will reflect today’s data, shaping the Fed’s rate stance.