---
title: "CoinShares Flags Fed Hawkishness, Iran Uncertainty, and Clarity Bill Delay as Bitcoin Headwinds"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/292366556.md"
description: "CoinShares identifies three headwinds for Bitcoin: the Fed's hawkish stance, Iran geopolitical uncertainty, and delays in the Clarity bill. Despite record ETF outflows, recent inflows suggest a potential market capitulation phase."
datetime: "2026-07-11T01:33:45.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/292366556.md)
  - [en](https://longbridge.com/en/news/292366556.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/292366556.md)
generator: "portal-rs"
---

# CoinShares Flags Fed Hawkishness, Iran Uncertainty, and Clarity Bill Delay as Bitcoin Headwinds

CoinShares said Bitcoin is facing three main pressures: the U.S. Federal Reserve’s hawkish stance, uncertainty around the situation in Iran, and stalled progress on the Clarity bill. According to PANews, minutes from the June FOMC meeting showed the Fed kept its policy rate unchanged at 3.50%–3.75% while removing dovish wording, with the risk of a September rate hike still present.

The report cited core PCE inflation at 3.3% in April, with May expected at 3.4%.

CoinShares also said the fragility of a ceasefire agreement involving Iran has increased geopolitical pressure, making Bitcoin trade more like a macro asset.

In flows data, CoinShares reported that Bitcoin ETFs recorded a record eight consecutive weeks of outflows totaling about $8 billion, but saw inflows over the past three trading days, which it said may indicate the market is nearing a capitulation phase.

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## Related News & Research

- [Bitcoin monthly inflows near $5B, but existing holders did most of the lifting](https://longbridge.com/en/news/301255299.md)
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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**