# Fed Related Articles

HTX News Center provides the latest articles and in-depth analysis on "Fed", covering market trends, project updates, tech developments, and regulatory policies in the crypto industry.

Why Bitcoin Holds Above $64,000 After Fed's Hard Pause

**Bitcoin Stabilizes Near $64,000 Following Hawkish Fed Pause** The cryptocurrency market, led by Bitcoin, remained stable around $64,000 despite a volatile reaction to the latest U.S. Federal Reserve meeting. The Fed paused interest rates but signaled a hawkish stance, with three committee members voting for an increase—the highest dissent since 2016. This limits risk appetite but hasn't triggered panic selling. Key market highlights include Bitcoin ETFs seeing a net inflow of $32.1 million, breaking a streak of outflows, while Ethereum ETFs experienced outflows of $18.65 million. Liquidations affected about 90,000 traders. Technically, Bitcoin finds support around $63,000-$63,500, with major resistance near $66,000. While its price is about 49% below its all-time high, institutional demand via ETFs and the absence of mass capitulation support a potential recovery scenario in the second half of the year. Major altcoins showed mixed movements, with Solana attracting capital while Ethereum faced selling pressure despite strong on-chain metrics like a growing staking queue. Regulatory news took a pause as the U.S. Senate delayed the CLARITY Act vote until at least autumn. For the final trading day of July, U.S. inflation and consumer spending data will be crucial. Bitcoin's key levels to watch are $63,000 support and $66,000 resistance. Sustained ETF inflows and Bitcoin holding above $63,000 are seen as positive signs for a potential market recovery later in the year.

cryptonews.ru08/02 11:48

Why Bitcoin Holds Above $64,000 After Fed's Hard Pause

cryptonews.ru08/02 11:48

Analyst: Bitcoin's Price Will Drop to $60k in August, Then Rebound to $70k

Financial analyst Andrey Poroshin has provided a new forecast for Bitcoin's price dynamics in August. Poroshin, an analyst at the Bitbanker exchange, expects the cryptocurrency market to experience a downturn this month, with prices retesting the $60,000 level due to a lack of supportive macroeconomic catalysts. He noted that the recent US Federal Reserve decision to hold interest rates did not significantly impact the market, while inflation remains above the 2% target. Poroshin stated that Bitcoin is ending July under pressure from moderate volatility and a lack of new macroeconomic stimuli, leading to continued market caution. According to his base scenario, Bitcoin will drop to a range of $60,000 to $62,000 before recovering to $70,000. He pointed out that even $70,000 remains below the cost of mining in the US, which has prompted some miners to shift towards AI data center operations. Poroshin cited the winding down of BitMEX's operations as a potential catalyst for a price rebound, suggesting the exit of weaker players often coincides with market reversals and reduced short-term selling pressure. He believes Bitcoin is currently less susceptible to geopolitical shocks, such as the Iran-US conflict, and does not expect significant market changes in August related to the pending CLARITY Act. Looking ahead, Poroshin forecasts that September will bring more active price fluctuations driven by potential Fed rate decisions and possible discussions or approval of the CLARITY Act.

cryptonews.ru08/02 11:06

Analyst: Bitcoin's Price Will Drop to $60k in August, Then Rebound to $70k

cryptonews.ru08/02 11:06

A Major Change at the Fed? Report: Wash Considers Reducing Frequency of Policy Meetings, Breaking 40-Year Precedent

The Federal Reserve Chairman is considering reducing the number of regular Federal Open Market Committee (FOMC) meetings held each year, a potential major shift from the current practice of eight meetings annually that has been in place since 1981. According to a report, the proposal was discussed internally, with possible details finalized ahead of the September meeting. This change would mean fewer formal opportunities to vote on interest rates and could diminish the Fed's ability to respond to economic data while reducing market access to policy signals, marking a reversal of the central bank's long-term trend towards greater transparency. While the 1935 Banking Act sets a legal minimum of four meetings per year, historical meeting frequency has varied. The move aligns with the Chairman's broader agenda of institutional reform since taking office, which includes revising communication practices and data usage. An internal memo from 1988 had previously concluded that the eight-meeting schedule remained appropriate. If implemented, this reduction in meetings would significantly reshape the Fed's operational rhythm and its interaction with financial markets.

marsbit08/01 03:35

A Major Change at the Fed? Report: Wash Considers Reducing Frequency of Policy Meetings, Breaking 40-Year Precedent

marsbit08/01 03:35

Weekly Selection丨Epic Stock Market Volatility, Changxin Tech's IPO Reshapes Storage Landscape, Saylor Aims to Re-Anchor STRC Around September 8th

PANews Weekly Digest: Market Turmoil, Tech Breakthroughs, and Crypto Developments. The week saw significant volatility across global markets. South Korea's KOSPI index experienced extreme turbulence, including multiple trading halts, largely driven by sharp declines in AI hardware stocks like SK Hynix. In contrast, China's Changxin Xinqiao (CXC) achieved a landmark IPO with a market cap surpassing 4 trillion yuan, marking a major success for the domestic DRAM industry after a decade of losses. In the crypto and Web3 space, several key narratives emerged. AI is driving demand for new infrastructure, with projects like AI agent wallets and programmable payments gaining traction, attracting interest from firms like Coinbase. The Bitcoin mining sector is pivoting, with companies like MARA focusing on energy management as electricity becomes a core AI-era asset. Meanwhile, the RWA (Real World Assets) sector faces a "utilization puzzle," with hundreds of billions in on-chain assets remaining dormant. Notable market movements included a historic single-day surge of over 17% for the KOSPI index and a significant migration of $16.5 billion in staked ETH within the Lido ecosystem. Michael Saylor announced a target to re-peg the STRC stablecoin around September 8th. Other highlights include discussions on Ethereum's ambitious 2030 roadmap for scaling and privacy, analysis showing high protocol revenues not always translating to token price gains, and warnings from Citi about potential extreme commodity price shocks by late 2026.

marsbit08/01 01:46

Weekly Selection丨Epic Stock Market Volatility, Changxin Tech's IPO Reshapes Storage Landscape, Saylor Aims to Re-Anchor STRC Around September 8th

marsbit08/01 01:46

Bitcoin traders lose $100 million due to a $3,000 BTC price drop in 12 hours

On the last day of July, Bitcoin experienced a sharp sell-off, losing nearly $3,000 in 12 hours of volatile trading and dropping to a two-week low. This reversal erased gains from the previous day, reducing Bitcoin's monthly gain from nearly 10% to 4.5% and cutting its market capitalization from $1.3 trillion to $1.26 trillion. The price action was particularly brutal in the derivatives market, where $100 million in long positions were liquidated—over four times the amount from the day before. Total leveraged liquidations across crypto reached nearly $360 million. Initially, Bitcoin's momentum was supported by the U.S. Federal Reserve's decision to hold interest rates steady. However, market sentiment deteriorated due to stalled progress in the U.S. Senate on the CLARITY Act, a key crypto regulatory bill. With the Senate Majority Leader yet to schedule a vote and the bill lacking the necessary 60 votes, prediction markets have slashed its chances of passing by 2026 to about 30%, down from over 80% in February. Analysts warn this regulatory uncertainty hampers the market's potential for long-term growth.

cryptonews.ru07/31 20:43

Bitcoin traders lose $100 million due to a $3,000 BTC price drop in 12 hours

cryptonews.ru07/31 20:43

Inside the Fed, Hawkish Sentiments Strengthen: Three Members Explain Why They Want an Interest Rate Hike!

Although the U.S. Federal Reserve held interest rates steady as expected in July, several officials dissented, advocating for an increase. Cleveland Fed President Beth Hammack argued that high inflation is likely persistent and won't spontaneously fall to the 2% target, warning that delays could necessitate more aggressive future hikes. Minneapolis Fed President Neel Kashkari emphasized the risk of inflation becoming entrenched, favoring a gradual tightening approach. He suggested small, preemptive steps would allow the Fed to better manage the economic impact compared to waiting and potentially needing harsher measures later. Dallas Fed President Lorie Logan also supported a rate hike, stressing the need for immediate action to address high inflation. All three officials had similarly opposed the decision to pause rate hikes at the Fed's April meeting.

cryptonews.ru07/31 19:50

Inside the Fed, Hawkish Sentiments Strengthen: Three Members Explain Why They Want an Interest Rate Hike!

cryptonews.ru07/31 19:50

A Pause with a Hawkish Undertone: QCP Capital on the Fed Meeting Outcome and the Crypto Market State

QCP Capital's market review notes that while the Federal Reserve held its key interest rate steady at 3.50–3.75%, the decision had a hawkish undertone, as three policymakers dissented in favor of a hike. Markets reacted with volatility; equities initially dipped but rebounded on strong corporate earnings, while Bitcoin fell towards $63,000 before partially recovering to around $64,000. The report highlights mixed macro data: slowing US GDP growth alongside persistent inflation above the Fed's target. In Asia, sharp reversals were seen, with South Korea's KOSPI surging nearly 18% in a single day after a dramatic sell-off, impacting crypto market liquidity. Analysis of Bitcoin and Ethereum options markets shows that while short-term volatility fears eased post-Fed, demand for longer-term downside protection remains elevated, indicating ongoing macroeconomic uncertainty. Crypto markets ended July with relative resilience despite macro headwinds, though direction remains tied to interest rates, liquidity, and risk sentiment. Key upcoming events include US employment data, the Jackson Hole symposium, and the next Fed meeting in September. The report also cautions that the Bank of Japan's policy moves could be a greater source of future volatility for crypto than the Fed's actions.

cryptonews.ru07/31 13:11

A Pause with a Hawkish Undertone: QCP Capital on the Fed Meeting Outcome and the Crypto Market State

cryptonews.ru07/31 13:11

BIT Research: Two Major Bearish Factors Continue to Weigh on the Market, Why is Bitcoin Still Near the Cycle Bottom?

Market remains under pressure from a hawkish Federal Reserve and fading regulatory optimism, yet Bitcoin demonstrates resilience near cycle lows. Despite Chairman Kevin Walsh's firm stance keeping Treasury yields elevated and the probability of the CLARITY Act passing in 2026 dropping to 32%, Bitcoin has held within a $62,000-$66,000 range, declining only ~3% over the past week amid these headwinds. Overall market conditions are weak: trading volume is down ~80% from its peak, total market cap has fallen ~50%, and stablecoin supply shows no growth, indicating a lack of fresh dollar liquidity. However, Bitcoin's relative strength versus altcoins suggests significant repositioning may be complete, reducing the likelihood of a sharp further decline. The focus is shifting to whether the cycle bottom is forming. A sustained move above $70,000 could signal the low is in.

marsbit07/31 11:21

BIT Research: Two Major Bearish Factors Continue to Weigh on the Market, Why is Bitcoin Still Near the Cycle Bottom?

marsbit07/31 11:21

The Turning Point of the AI Bull Market: Leverage Blow-ups, Overcapacity in Compute, Why This Macro Analyst is Fully Bearish

AI Bull Market Reaches Inflection Point: Analyst Turns Bearish Due to Leverage, Chinese Competition, and Overcapacity Fidenza Macro analyst Geo Chen explains his decision to sell all AI semiconductor and infrastructure holdings in June, offering a comprehensive bearish thesis. He argues the AI-driven bull market has peaked, citing several key factors. First, unsustainable buying pressure: a massive influx of "low-quality" capital from Korean retail investors using highly leveraged ETFs on stocks like SK Hynix created a parabolic, fragile rally. Recent liquidations have wiped out billions and impacted over a million accounts, removing a key market driver. Second, a competitive threat: the rapid rise of powerful, cost-effective open-source AI models from China, such as MoonShot AI's Kimi K3 and Alibaba's Qwen 3.8, is commoditizing intelligence. This undermines the pricing power and high-valuation financing prospects of closed-source leaders like OpenAI and Anthropic, potentially creating a "single point of failure" for the ecosystem. Third, an impending capacity glut: while AI compute and components are currently in shortage, Chen warns this is typical of a cycle top. Massive, committed capex from cloud providers will likely lead to a supply overhang within 1-2 years. Data shows token spending has already peaked and declined since June, while bond spreads for data center companies are widening, signaling rising credit risk. Chen also highlights broader macro headwinds: the protracted Iran conflict acts as a persistent stagflationary force, and the Federal Reserve under Chair Kevin Warsh is losing credibility in its inflation fight. Long-term Treasury yields breaking above 5.2% present a new challenge for equities. In summary, Chen believes the convergence of speculative excesses, competitive disruption, looming overcapacity, and adverse macroeconomic conditions marks a significant turning point for the AI investment theme.

marsbit07/31 09:06

The Turning Point of the AI Bull Market: Leverage Blow-ups, Overcapacity in Compute, Why This Macro Analyst is Fully Bearish

marsbit07/31 09:06

Bitcoin Surpasses $65,000 Again; July Gains Exceed 10% After Fed Pauses Rate Hikes

Bitcoin briefly reclaimed the $65,000 level on Thursday, continuing a gradual recovery fueled by the Federal Reserve's decision to pause interest rate hikes. The price action was volatile following the announcement, dipping to $63,199 before a sustained rally to a daily high of $65,100. Although the move solidified a monthly gain exceeding 10% for July, profit-taking later pulled the price back to around $64,700. The broader crypto market saw over $243 million in leveraged position liquidations in the past day. Beyond monetary policy, markets digested U.S. macroeconomic data including 1.5% Q2 GDP growth and a 3.2% rise in the core PCE index, signaling persistent household demand. However, ongoing Middle East geopolitical tensions, highlighted by recent Iranian strikes, pose an inflation risk by potentially pushing crude oil above $90 per barrel. Sustained high oil prices could lead to renewed inflationary pressure, increasing the likelihood of further Fed tightening—a potential headwind for risk assets like Bitcoin.

cryptonews.ru07/30 20:23

Bitcoin Surpasses $65,000 Again; July Gains Exceed 10% After Fed Pauses Rate Hikes