{"id":53541,"date":"2025-09-03T15:33:57","date_gmt":"2025-09-03T12:33:57","guid":{"rendered":"https:\/\/forklog.com\/en\/?p=53541"},"modified":"2025-09-03T15:37:07","modified_gmt":"2025-09-03T12:37:07","slug":"markets-bet-on-a-bitcoin-rally-as-the-fed-eases-policy","status":"publish","type":"post","link":"https:\/\/u1f987.com\/en\/markets-bet-on-a-bitcoin-rally-as-the-fed-eases-policy\/","title":{"rendered":"Markets bet on a bitcoin rally as the Fed eases policy"},"content":{"rendered":"<p>A cut to the key rate at the <span data-descr=\"United States Federal Reserve System\" class=\"old_tooltip\">the Fed<\/span> would propel cryptocurrencies higher next quarter, said Crypto.com chief executive Kris Marszalek in an interview with <a href=\"https:\/\/www.bloomberg.com\/news\/videos\/2025-09-02\/crypto-com-ceo-says-he-s-tempted-to-ipo-video\">Bloomberg<\/a>.\u00a0<\/p>\n<p>He expects a market-friendly decision at the 17 September meeting.\u00a0<\/p>\n<p>After last year\u2019s cut from 5.5% to 4.5%, cryptocurrencies rose 57% over four months. Investors now put the probability of US monetary easing at 91.7%. The figure climbed after Fed chair Jerome Powell\u2019s <a href=\"https:\/\/u1f987.com\/en\/news\/bitcoin-surges-to-117000-following-fed-chairs-remarks\">remarks<\/a> at the Jackson Hole symposium.<\/p>\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"529\" src=\"https:\/\/u1f987.com\/wp-content\/uploads\/Snimok-ekrana-2025-09-03-v-14.03.09-1024x529.png\" alt=\"\u0421\u043d\u0438\u043c\u043e\u043a \u044d\u043a\u0440\u0430\u043d\u0430 2025-09-03 \u0432 14.03.09\" class=\"wp-image-265029\" srcset=\"https:\/\/u1f987.com\/wp-content\/uploads\/Snimok-ekrana-2025-09-03-v-14.03.09-1024x529.png 1024w, https:\/\/u1f987.com\/wp-content\/uploads\/Snimok-ekrana-2025-09-03-v-14.03.09-300x155.png 300w, https:\/\/u1f987.com\/wp-content\/uploads\/Snimok-ekrana-2025-09-03-v-14.03.09-768x397.png 768w, https:\/\/u1f987.com\/wp-content\/uploads\/Snimok-ekrana-2025-09-03-v-14.03.09-1536x793.png 1536w, https:\/\/u1f987.com\/wp-content\/uploads\/Snimok-ekrana-2025-09-03-v-14.03.09-2048x1057.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Source: <a href=\"https:\/\/www.cmegroup.com\/markets\/interest-rates\/cme-fedwatch-tool.html\">CME FedWatch<\/a>.\u00a0<\/figcaption><\/figure>\n<p>MN Capital founder Micha\u00ebl van de Poppe is similarly upbeat.\u00a0<\/p>\n<blockquote class=\"twitter-tweet\">\n<p lang=\"en\" dir=\"ltr\">The past three years haven&#8217;t shown a correction in September.<\/p>\n<p>The correction took place in August. <\/p>\n<p>In August, <a href=\"https:\/\/twitter.com\/hashtag\/Bitcoin?src=hash&#038;ref_src=twsrc%5Etfw\">#Bitcoin<\/a> corrected by nearly 10%. <\/p>\n<p>Yes, we could have a deeper correction and yes, I&#8217;m heavily buying that one, but the closer we get to the FED meeting, the less of\u2026<\/p>\n<p>\u2014 Micha\u00ebl van de Poppe (@CryptoMichNL) <a href=\"https:\/\/twitter.com\/CryptoMichNL\/status\/1962954932371521581?ref_src=twsrc%5Etfw\">September 2, 2025<\/a><\/p><\/blockquote>\n<p> <script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>&#8220;The past three years saw September &#8216;in the green&#8217;. The correction took place in August, when bitcoin fell nearly 10%. Yes, we might get a deeper drawdown\u2014and yes, I&#8217;m buying heavily into it\u2014but the closer we get to the Fed meeting, the lower the chances the decline continues, especially if BTC breaks above $112,000,&#8221; he said.\u00a0<\/p>\n<\/blockquote>\n<p>Over the past 24 hours bitcoin has risen 1.6%. At the time of writing the asset trades at $111,500.\u00a0<\/p>\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"601\" src=\"https:\/\/u1f987.com\/wp-content\/uploads\/Snimok-ekrana-2025-09-03-v-14.54.03-1024x601.png\" alt=\"\u0421\u043d\u0438\u043c\u043e\u043a \u044d\u043a\u0440\u0430\u043d\u0430 2025-09-03 \u0432 14.54.03\" class=\"wp-image-265030\" srcset=\"https:\/\/u1f987.com\/wp-content\/uploads\/Snimok-ekrana-2025-09-03-v-14.54.03-1024x601.png 1024w, https:\/\/u1f987.com\/wp-content\/uploads\/Snimok-ekrana-2025-09-03-v-14.54.03-300x176.png 300w, https:\/\/u1f987.com\/wp-content\/uploads\/Snimok-ekrana-2025-09-03-v-14.54.03-768x451.png 768w, https:\/\/u1f987.com\/wp-content\/uploads\/Snimok-ekrana-2025-09-03-v-14.54.03-1536x902.png 1536w, https:\/\/u1f987.com\/wp-content\/uploads\/Snimok-ekrana-2025-09-03-v-14.54.03-2048x1202.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Hourly BTC\/USDT chart on Binance. Source: <a href=\"https:\/\/ru.tradingview.com\/chart\/?symbol=BINANCE%3ABTCUSDT\">TradingView<\/a>.\u00a0<\/figcaption><\/figure>\n<p>For more on August\u2019s results for the first cryptocurrency, see ForkLog\u2019s monthly digest.\u00a0<\/p>\n<h2 class=\"wp-block-heading\">A dissenting view\u00a0<\/h2>\n<p>Government-bond yields are rising ahead of the next Fed rate cut, signalling investor pessimism, noted the trader known as Doctor Profit.\u00a0<\/p>\n<blockquote class=\"twitter-tweet\">\n<p lang=\"en\" dir=\"ltr\">The market is extremely Bearish!<\/p>\n<p>2024: Yields crashed -16% in weeks before the Fed\u2019s first cut. Markets rushed into bonds, betting big on lower rates. \u2014> Effect is Bullish!<\/p>\n<p>2025: Yields are rising +5% into the next cut. Investors are dumping bonds, demanding higher payback to\u2026<\/p>\n<p>\u2014 Doctor Profit \ud83c\udde8\ud83c\udded (@DrProfitCrypto) <a href=\"https:\/\/twitter.com\/DrProfitCrypto\/status\/1962992687235400012?ref_src=twsrc%5Etfw\">September 2, 2025<\/a><\/p><\/blockquote>\n<p> <script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n<p>In 2024, US monetary easing was accompanied by a 16% drop in yields and a rush into bonds, he stressed. Today, the debt market is behaving bearishly.\u00a0<\/p>\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>&#8220;Bond yields have risen 5% ahead of the next cut. Investors are dumping them en masse, demanding higher compensation for risk,&#8221; said Doctor Profit.\u00a0<\/p>\n<\/blockquote>\n<p>He drew a parallel with the credit system: even as the Fed trims short-term rates, the cost of long-term borrowing for the government, companies and households keeps rising.<\/p>\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>&#8220;This means the Fed has lost control. [\u2026] The only ones who believe in a positive effect are retail investors. The regulator is cutting rates, but markets don\u2019t believe this will fix anything. Big players are rotating into bonds, demanding higher yields,&#8221; he added.\u00a0<\/p>\n<\/blockquote>\n<p>Not everyone agreed with Doctor Profit. A user going by Eazi argued that the bond market is \u201csignalling not collapse, but a repricing of long-term premia\u201d.\u00a0<\/p>\n<blockquote class=\"twitter-tweet\" data-conversation=\"none\">\n<p lang=\"en\" dir=\"ltr\">I don\u2019t buy the \u201cFed lost control\u201d narrative just yet the bond market isn\u2019t signaling collapse it\u2019s repricing long term risk premium after a decade of artificial suppression rising yields into cuts isn\u2019t purely bearish it\u2019s the market forcing a real cost of capital back into the\u2026<\/p>\n<p>\u2014 Eazi of web3\u2a00\ud83c\udf5a \u26d3 (@eazibackup) <a href=\"https:\/\/twitter.com\/eazibackup\/status\/1963001507260842135?ref_src=twsrc%5Etfw\">September 2, 2025<\/a><\/p><\/blockquote>\n<p> <script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>&#8220;Rising yields into cuts is not purely bearish; it is the market forcing a real cost of capital back into the system. Historically, this resets frothy valuations before the next leg higher. What if this is not a crisis signal but a first step toward healthy, realistic market pricing?&#8221; he wrote.\u00a0<\/p>\n<\/blockquote>\n<p>In early September, an expert <a href=\"https:\/\/u1f987.com\/en\/news\/analyst-identifies-rare-bitcoin-price-bottom-signal\">identified<\/a> a rare bottom signal for bitcoin\u2019s price. Glassnode analysts described the current market structure as \u201cfragile\u201d.\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A Fed rate cut would lift cryptocurrencies next quarter, said Crypto.com CEO Kris Marszalek.<\/p>\n","protected":false},"author":1,"featured_media":53542,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"select":"1","news_style_id":"1","cryptorium_level":"","_short_excerpt_text":"Investors put the odds of a rate cut at 91.7%","creation_source":"","_metatest_mainpost_news_update":false,"footnotes":""},"categories":[3],"tags":[18,1249,26],"class_list":["post-53541","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news-and-analysis","tag-bitcoin","tag-federal-reserve-system","tag-usa"],"aioseo_notices":[],"amp_enabled":true,"views":"197","promo_type":"1","layout_type":"1","short_excerpt":"Investors put the odds of a rate cut at 91.7%","is_update":"","_links":{"self":[{"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/posts\/53541","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/comments?post=53541"}],"version-history":[{"count":1,"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/posts\/53541\/revisions"}],"predecessor-version":[{"id":53543,"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/posts\/53541\/revisions\/53543"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/media\/53542"}],"wp:attachment":[{"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/media?parent=53541"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/categories?post=53541"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/tags?post=53541"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}