Despite ongoing inflationary pressures, U.S. consumer spending saw a significant increase in July 2025, reaching $108.9 billion according to the Bureau of Economic Analysis (BEA). This growth suggests a continued tension between economic optimism and rising inflation. While the Consumer Price Index rose by 0.2% for the month, the market anticipates that Federal Reserve rate cuts may be delayed. The impact on crypto markets is likely, as these shifts in monetary policy influence risk assets like Bitcoin (BTC) and Ethereum (ETH). Crypto analysts highlight past trends showing how high U.S. inflation often leads to increased volatility in cryptocurrency markets, potentially impacting tokens linked to dollar liquidity.