Is Trump trying to create a "shadow Fed"? Leaking news in advance about changing leadership may trigger a massive market shock.
According to (The Wall Street Journal), Trump, dissatisfied with the Fed's delay in cutting rates, is considering announcing the next Fed chairman candidate in September-October, attempting to influence market expectations through "leaking news".
Gold Structure Interpretation
Trump's calculation: This old guy sees Powell as a "hard stone" unwilling to cut rates and is anxious. After all, the election is approaching, and a rate cut can stimulate the economy and boost the stock market, which is favorable for his election prospects. Now he wants to play "psychological warfare"—previewing months in advance who will succeed him, forcing the market to follow his script.
Market sentiment: As soon as the news broke, Wall Street immediately showed signs of "split personality". Bulls hope to replace the chairman with a more "compliant" figure to accelerate liquidity, while bears worry about political interference in the independence of the central bank, which may trigger long-term inflation risks. Assets like Bitcoin and gold, which are resistant to inflation, showed slight movements last night.
Current strategy advice from Gold Structure
Short-term: If Trump officially announces his "trusted" candidate in September, risk assets may see a pulse-style rise, but volatility will intensify. It is advisable to accumulate BTC and ETH at low points, but set strict stop-loss limits.
Hedging: Hold some cash simultaneously, wary of a "failed expectation" backlash. Historical experience shows that the market often experiences sharp fluctuations in the three months leading up to the election.
Bond market warning: If the new chairman candidate is more "dovish", U.S. bond yields may decrease rapidly, benefiting high-yield tokens.
Future predictions from Gold Structure
Trump successfully pressured the Fed to make a "symbolic rate cut" of 25 basis points in September, with BTC leveraging this to hit $70,000, but caution is warranted against selling pressure after the good news dissipates.
Powell insists on being tough, emphasizing that "data determines policy". The market reacted with disappointment and fell, and the crypto market may retest the support level of 55,000.
Black swan: If Trump nominates an extreme candidate, it may trigger expectations of regulatory loosening, leading to a wild surge in altcoins.
Specific buying and selling points and positions can be found on the Gold Structure homepage, in the profile.
Bitcoin liquidity correlation
As of June 26, 2025, Bitcoin is priced at $107,558, with a total market value of $2.26 trillion. Japan's Metaplanet increased its holding by 1,234 BTC, with an average cost of approximately $107,557 per coin, achieving a return of 315% by 2025.
Historical data shows that when Trump criticized the Fed for "refusing to cut rates" in 2019, Bitcoin and U.S. stocks were under pressure simultaneously; the current rise in rate cut expectations may help it break through the resistance level of 110,000.
Specific buying and selling points and positions can be found on the Gold Structure homepage, in the profile.
Personal opinion: The game between liquidity and regulation
Short-term bullish: Driven by liquidity easing
If a dovish chairman is appointed, rate cut expectations will accelerate pricing. Bitcoin is driven by the depreciation of the dollar and capital outflows, and its 30-day correlation with gold has dropped to 0.3, enhancing its liquidity-driven attributes.
Long-term risk: Regulatory uncertainty
The Trump administration's attitude towards cryptocurrency regulation is contradictory: supporting (the Big and Beautiful Act) to promote innovation, but SEC Chair Gensler remains tough on regulation. If the new Fed aligns with SEC policies, it may accelerate ETF fund inflows, but could tighten DeFi regulations.
Technical aspect: 110,000 is a critical resistance
The Bitcoin weekly chart shows that 108,000 is the Fibonacci retracement level of 0.618 from the 2021 high to the 2024 pullback. A breakout will confirm the bullish trend, but be wary of the risk of "buying the expectation, selling the fact": if economic data deteriorates after a rate cut, it may retest the support level of 100,000.
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