$USDC #Powell's Speech
The impact of Federal Reserve Chairman Powell's speech on the **cryptocurrency market** mainly transmits through **monetary policy expectations** (interest rates, liquidity) and **market risk sentiment**. Below is the specific analysis framework:
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### **1. Direct Impact Pathways**
#### **(1) Interest Rate Policy and Dollar Liquidity**
- **Hawkish Signals** (such as interest rate hikes, delaying rate cuts):
- **Bearish for Cryptocurrency**: Strengthening dollar (cryptocurrency assets are often denominated in dollars), tightening market liquidity, and speculative funds withdrawing.
- **Example**: During the aggressive interest rate hikes by the Federal Reserve in 2022, Bitcoin fell from $69,000 to $16,000.
- **Dovish Signals** (such as expectations of rate cuts, pausing rate hikes):
- **Bullish for Cryptocurrency**: Enhanced expectations of dollar depreciation, loose liquidity driving up risk assets (including cryptocurrency assets).
- **Example**: At the end of 2023, Powell hinted at the end of rate hikes, and Bitcoin rose over 50% that month.
#### **(2) Inflation Perspective**
- If Powell believes inflation is under control (allowing for loose policies), the cryptocurrency market may benefit from