# Rate Cuts Related Articles

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

Gold tops $4.6K as crypto enters macro week: Coincidence or early warning?

The crypto market enters a critical macro week dominated by debates over potential Federal Reserve rate cuts, with significant implications for digital assets. While some institutions like BlackRock project rate cuts as a bullish catalyst, others like JPMorgan hold a hawkish view. Against this backdrop, traditional safe-haven assets like Gold and Silver are hitting all-time highs, with Gold surpassing $4,630. This surge coincides with growing macroeconomic uncertainty, causing the Bitcoin/Gold ratio to drop to 20 from 35 earlier in the year, indicating underperformance in BTC. With rate cut odds falling to just 5%, mounting economic stress threatens to tighten liquidity for crypto assets. Gold’s breakout may serve as an early warning sign for risk assets like cryptocurrency as volatility increases.

ambcrypto01/13 19:02

Gold tops $4.6K as crypto enters macro week: Coincidence or early warning?

ambcrypto01/13 19:02

Gold Rushes Ahead of Quantitative Easing, Bitcoin Awaits Liquidity (Part 2)

The article analyzes why Bitcoin has remained stagnant around $80,000 despite the U.S. entering a rate-cut cycle, while gold continues to rise. It attributes this divergence to two structural factors: high real interest rates due to persistent inflation and a "middle-layer blockage" where monetary easing isn't translating into looser financial conditions. Additionally, this is a defensive rate-cut cycle driven by recession risks and rising debt burdens, not growth, causing capital to prioritize safety over risk-taking assets like Bitcoin. The U.S. faces a debt trilemma: rolling over debt, shifting to short-term issuance, or allowing currency devaluation. Gold's surge reflects hedging against dollar devaluation. Bitcoin awaits confirmed liquidity expansion. The outlook involves two phases: an initial recession shock where gold may peak while Bitcoin faces a sell-off, followed by Fed-led liquidity expansion (QE) where Bitcoin absorbs excess liquidity and surges. Silver's role is noted, with its price action tied to industrial demand and the gold-silver ratio. Long-term, both gold and Bitcoin are expected to appreciate against fiat currencies due to persistent monetary debasement, with leadership shifting from gold to Bitcoin once liquidity floodgates open.

marsbit01/09 06:43

Gold Rushes Ahead of Quantitative Easing, Bitcoin Awaits Liquidity (Part 2)

marsbit01/09 06:43

Bitcoin Rallies On Venezuela Oil Story: Here’s What’s Wrong

Bitcoin's 5% rally on January 5 was widely attributed to a narrative linking Venezuela's political shift to lower oil prices, reduced inflation, anticipated rate cuts, and a subsequent BTC surge. However, Bitwise Head of Research Ryan Rasmussen disputes this theory. He points out that market-implied probabilities of Federal Reserve rate cuts showed little to no change following the news, indicating the rally wasn't driven by monetary policy expectations. Instead, Rasmussen attributes the price increase to sustained institutional demand from new ETF inflows, a favorable regulatory shift post-election, a broader risk-on sentiment driven by AI optimism, and the ongoing expectation of future quantitative easing. He concludes that while the Venezuela event had some relevance, it was not the primary catalyst for Bitcoin's move.

bitcoinist01/06 13:32

Bitcoin Rallies On Venezuela Oil Story: Here’s What’s Wrong

bitcoinist01/06 13:32

Bitcoin – All about the liquidity signals that are hinting at a price recovery in 2026

Bitcoin's recent decline, driven by significant liquidations and a hawkish Fed outlook, shows signs of structural exhaustion, suggesting a potential bullish inflection point. Analysis indicates that a breakout above the descending resistance trendline could initiate a multi-week recovery. Liquidity conditions are expected to improve as inflation cools through the first half of 2026, potentially allowing the Fed to cut rates and inject liquidity into risk assets like Bitcoin. Despite recent outflows, spot investors have continued accumulating BTC, with $3.72 billion in purchases over four weeks. These factors, combined with possible quantitative easing, strengthen the outlook for a rebound toward previous all-time highs near $126,000.

ambcrypto12/27 07:02

Bitcoin – All about the liquidity signals that are hinting at a price recovery in 2026

ambcrypto12/27 07:02

Federal Reserve Q1 2026 Outlook: Potential Impact on Bitcoin and Crypto Markets

The Federal Reserve's potential pause on interest rate cuts in Q1 2026, amid persistent inflation pressures, could drive Bitcoin down to $70,000 and Ethereum to $2,400. Despite three rate cuts in 2025, crypto markets experienced a sell-off, losing over $1.45 trillion in total market cap from October highs. Fed officials emphasize data dependency and inflation risks, with uncertainty around data accuracy due to a government shutdown. However, the Fed's "stealth QE" — including Reserve Management Purchases of $40 billion in Treasury bills — may inject liquidity and stabilize crypto prices. If this continues, BTC could rise to $92,000–$98,000 with strong ETF inflows, and ETH might reach $3,600, supported by layer-2 scaling and restaking yields. Liquidity, not just rate cuts, remains key to crypto market direction.

marsbit12/25 16:44

Federal Reserve Q1 2026 Outlook: Potential Impact on Bitcoin and Crypto Markets

marsbit12/25 16:44

Bitcoin hunts liquidity as US CPI inflation drops to lowest since 2021

US CPI inflation dropped to 2.7% year-over-year in November, the lowest level since March 2021, significantly below expectations. This led to increased market volatility, with Bitcoin briefly surpassing $89,000 before retracing. The unexpected decline fuels expectations of Federal Reserve interest rate cuts, with markets pricing in a 26.6% probability of a cut in January. Analysts note Bitcoin's price action resembles early 2025 patterns, suggesting potential further downside toward $75,000. Over $630 million in crypto liquidations occurred amid ongoing volatility and perceived market manipulation.

cointelegraph12/18 15:06

Bitcoin hunts liquidity as US CPI inflation drops to lowest since 2021

cointelegraph12/18 15:06

Hassett: Setting a Six-Month Interest Rate Roadmap 'Irresponsible', Praises Powell's Leadership

White House National Economic Council Director Kevin Hassett emphasized that pre-setting a six-month interest rate path would be "irresponsible," advocating instead for data-dependent monetary policy. In a CNBC interview, he praised Fed Chair Jerome Powell’s leadership in building consensus within the FOMC ahead of an expected rate cut. Hassett avoided specifying the number of rate cuts needed, underscoring the importance of flexibility over rigid forward guidance. He also expressed optimism about AI-driven positive supply shocks, similar to the 1990s tech boom, which could allow the economy to run hotter without inflation. Hassett noted improved bond market conditions and downward trends in Treasury yields, reflecting uncertainty around the Fed’s upcoming decision. His comments highlight the need for adaptive, data-driven policymaking in a complex economic environment.

marsbit12/09 01:06

Hassett: Setting a Six-Month Interest Rate Roadmap 'Irresponsible', Praises Powell's Leadership

marsbit12/09 01:06

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