The Federal Reserve recently cut its federal funds target rate by 50 bps, surprising markets and leading to expectations of further rate cuts. While the rate reduction was more than anticipated, many believe the Fed is still behind the curve. There is an increased risk of a recession, but Bitcoin and other cryptoassets may not be as negatively affected as anticipated. A US recession could lead to more rate cuts, weakening the US dollar and providing a tailwind for cryptoassets. The increase in global liquidity and the halving of Bitcoin's supply could create a significant increase in demand and a reduction in available supply. The market has been in a range-bound state, but Q4 tends to be a strong period for Bitcoin, and the Fed's actions could be the catalyst for a breakout.
- Content Editor ( coindesk.com )
- 2024-09-25
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