Macro strategist Alex Krüger warns that Bitcoin’s next major move hinges on a dramatic Federal Reserve overhaul in 2026. He predicts a dovish, Trump-aligned Fed led by Kevin Hassett could trigger aggressive rate cuts, creating ideal conditions for risk assets. Markets are currently underpricing this potential regime shift, according to his analysis.
about Fed's 2026 Regime Change Could Fuel Bitcoin Rally, Strategist WarnsMichelle Bowman
0 posts last weekFDIC to Unveil GENIUS Act Rules for Stablecoin Issuers by Year-End
The U.S. Federal Deposit Insurance Corporation (FDIC) is poised to take a decisive step in regulating the digital asset market, with acting chair Travis Hill announcing the agency will release its first major proposal for implementing the GENIUS Act before December concludes. This initial framework will establish how banks can seek approval to issue payment stablecoins, marking the beginning of a structured federal oversight regime that has been anticipated since the law’s passage in July.
about FDIC to Unveil GENIUS Act Rules for Stablecoin Issuers by Year-EndFed Chair Finalists Named as Powell Succession Nears
Treasury Secretary Scott Bessent has confirmed five finalists to succeed Federal Reserve Chair Jerome Powell, marking a critical juncture in the leadership transition at the world’s most powerful central bank. The White House expects to make its selection by year-end, with the candidate pool narrowing to current Fed officials, former governors, and private sector executives as monetary policy decisions loom large for the U.S. economy.
about Fed Chair Finalists Named as Powell Succession NearsCrypto Rebounds as Fed Rate Cut Hopes, Labor Data Loom
Cryptocurrency markets are showing rare gains Monday morning as investors await a crucial week of labor market data that could influence Federal Reserve policy. Core PCE inflation matching expectations last week has reinforced hopes for additional rate cuts, with all eyes on how employment figures will shape the Fed’s upcoming decisions at October and December meetings.
about Crypto Rebounds as Fed Rate Cut Hopes, Labor Data LoomFed’s Waller Backs Stablecoins for Payments Innovation
Federal Reserve Governor Christopher Waller publicly supported stablecoins as a natural progression in payment technology during his speech at the Wyoming Blockchain Symposium. He argued that stablecoins’ 24/7 availability, fast transferability, and global dollar access potential make them attractive for retail and cross-border payments. While acknowledging historical skepticism, Waller emphasized there’s ‘nothing scary’ about crypto transactions and revealed the Fed is actively researching tokenization, smart contracts, and AI in payments. His comments come amid Wyoming’s own stablecoin launch and the GENIUS Act creating a federal framework for stablecoin issuers, though he avoided direct mention of a potential Fed-issued digital dollar.
about Fed's Waller Backs Stablecoins for Payments InnovationFed Urges Banks to Adopt Blockchain or Risk Irrelevance
Federal Reserve Vice Chair for Supervision Michelle Bowman has declared that banks must adopt blockchain technology to maintain relevance in the evolving financial landscape. During her address at the Wyoming Blockchain Symposium, she urged regulators and financial institutions to move beyond cautious approaches and actively engage with crypto innovations. Bowman specifically highlighted tokenization as a transformative application that could streamline asset transfers, reduce operational risks, and expand market access. She also emphasized blockchain’s potential to combat fraud through improved identity verification and transaction security. The Fed executive framed this technological shift as essential for the banking system’s vitality, warning that institutions failing to evolve risk becoming peripheral players while forward-looking banks could strengthen their market position.
about Fed Urges Banks to Adopt Blockchain or Risk IrrelevanceFed Dissent Sparks Crypto Rally: BTC, ETH Climb After Minutes
Federal Reserve minutes from the July meeting showed Governors Christopher Waller and Michelle Bowman dissented in favor of a 25 basis point rate cut, arguing that inflation excluding tariff effects was near the 2% target. This rare disagreement—the first with two dissents since 1993—initially caused brief declines in Bitcoin and Ethereum before both cryptocurrencies rallied, with BTC reaching $114,253 and ETH $4,347. The minutes revealed Bowman’s concern about slowing economic growth and labor market dynamism, while markets now look ahead to Fed Chair Powell’s upcoming Jackson Hole speech. The dissent suggests growing internal pressure for rate cuts, which could further boost crypto markets by freeing up investment capital.
about Fed Dissent Sparks Crypto Rally: BTC, ETH Climb After MinutesFed Chair Candidates: Bowman, Jefferson, Logan in Running
Administration officials have revealed that Federal Reserve Vice Chairs Michelle Bowman and Philip Jefferson, along with Dallas Fed President Lorie Logan, are under consideration for the central bank’s top position when it becomes available next year. Treasury Secretary Scott Bessent is set to interview more candidates in the coming weeks, with President Donald Trump expected to announce his final choice in the fall. The selection process highlights the administration’s focus on shaping the future of U.S. monetary policy. Bloomberg’s Balazs Penz reports on the developments, signaling a pivotal moment for the Federal Reserve’s leadership transition.
about Fed Chair Candidates: Bowman, Jefferson, Logan in RunningNew Tariffs, Weak Jobs Data Boost Rate Cut Odds
The White House unveiled new tariffs on imports from over 60 countries, including a hike on Canadian goods to 35%, while signaling openness to negotiations. A weaker-than-expected jobs report showed only 73,000 jobs added in July, with significant downward revisions for May and June. This fueled market volatility, with Bitcoin dropping 2.1% and major stock indices falling sharply. Traders now see an 83% chance of a September Fed rate cut, up from 37%, as analysts suggest looser monetary policy could boost crypto prices. Fed officials remain divided, with two dissenting votes against holding rates steady, marking the first such split since 1993.
about New Tariffs, Weak Jobs Data Boost Rate Cut OddsFed Holds Rates Steady as Bitcoin Dips Amid Inflation Worries
The Federal Reserve maintained interest rates at 4.25%-4.50%, with two dissenting governors favoring a cut. Bitcoin traded slightly lower at $117,777, down 4% from its recent peak, while Ethereum showed resilience with a 0.4% gain. Inflation remains stubbornly high at 2.7%, above the Fed’s 2% target, influenced by trade tensions and economic uncertainties. Fed Chair Jerome Powell’s data-dependent stance has drawn criticism from President Trump, who continues to pressure for rate cuts. Analysts suggest crypto markets are closely watching Powell’s tone for hints on future policy shifts, which could drive risk asset movements.
about Fed Holds Rates Steady as Bitcoin Dips Amid Inflation WorriesFed Holds Rates, Signals Economic Slowdown
The Federal Reserve opted to leave interest rates unchanged, maintaining the benchmark federal funds rate at 4.25%-4.5%, but downgraded its assessment of US economic growth. Officials noted a moderation in economic activity in the first half of the year, a shift from previous characterizations of solid expansion. The FOMC’s 9-2 vote revealed dissent from Governors Christopher Waller and Michelle Bowman, who favored a quarter-point cut. Chair Jerome Powell emphasized the importance of the central bank’s independence during the Q&A session, as markets speculate about future rate adjustments amid economic softening.
about Fed Holds Rates, Signals Economic SlowdownFed Holds Rates Steady, Signals Potential Cuts Ahead
The Federal Reserve maintained its benchmark interest rate at 4.25%-4.5%, marking another pause in its tightening cycle. However, policymakers signaled growing caution about the US economy, suggesting potential rate cuts in the near future. The decision saw a 9-2 vote, with Governors Christopher Waller and Michelle Bowman dissenting in favor of a quarter-point reduction. This development reflects the Fed’s balancing act between controlling inflation and supporting economic growth as uncertainties persist.
about Fed Holds Rates Steady, Signals Potential Cuts Ahead