The Impact of Federal Reserve Interest Rate Cut Expectations on Cryptocurrency Market Trends
#美联储何时降息?
Policy games trigger market fluctuations
The Federal Reserve maintains a high interest rate range, widening the divergence with market expectations. Powell will decide after observing the impact of new tariffs, while Morgan Stanley has postponed interest rate cut expectations to March 2026. Policy uncertainty leads to fluctuations in the U.S. dollar index, increasing volatility in the cryptocurrency market.
The macro environment reconstructs asset logic
The decreased probability of interest rate cuts prompts the market to reassess risk assets. The passage of the stablecoin bill releases dual signals: it promotes compliance to attract traditional funds and resonates with interest rate cut expectations. Asian currencies strengthen under interest rate cut expectations, potentially leading to a shift of regional capital into the crypto space.