Crypto

How a September Fed Rate Cut Could Spark a Crypto Rally

The U.S. Federal Reserve is keeping the interest Fed rate cut crypto. the rates at 4.25-4.50 percent and the rates are also being traded hot about the anticipation of lowering the rates of interest in September 2025. This step can be essential to crypto investors: lower lending rates and increased liquidity tend to trigger another boom in such high-risk investments like Bitcoin and Ethereum.

Fed Outlook & Market Expectations

  • The week-by-week averages are at the 70-80 percent probability rate cut in September, as per CME FedWatch figures.
  • Federal Reserve officials continue to be divided with some of them urging caution in the face of continuing inflation (~2.7% annual PCE) and some such as Governors Waller and Bowman indicating that earlier cuts would be appropriate in case the economic indicators show weaknesses.
  • Markets are pretty confident that no change will be implemented in the July meeting but September is the probable pivot.

Why a Rate Cut Could Be Bullish for Crypto

  1. The reduction in the risk-free yields minimizes the opportunity cost of crypto as compared to an investment in savings or bonds.
  2. Margin trading, leveraged positions and ETF and DeFi inflows have been driven by increased liquidity.
  3. Past performance: historical episodes of easing staged a triumphant attack in both BTC and ETH, such as in 2020 and 2024.

Cryptos Likely to Benefit

  • The first and the most well-known two coins that rise during macro sentiment recovery are Bitcoin (BTC) and Ethereum (ETH).
  • The move is usually exaggerated with high-beta altcoins (e.g., SOL, LINK, AVAX).
  • With the increasing capital flows, DeFi platforms and stablecoins can be more beneficial and gain more value in terms of yield.

Risks & Uncertainties

  • Inflation is still out of target range—meaning there’s still a risk of a premature rate cut.
  • External hiccups (trade wars, geopolitical risks) could complicate fed bothers lda.
  • A cut posed as investor fear-driven (resulting due to the economic slowdown) may spoil the bull-run for this cut.

What to Monitor Before September

  • Important news numbers; inflation numbers, employment numbers in July and August.
  • Fed Chair Powell’s public comments, especially JH if there is one.
  • Real-time shifts in market sentiment metrics, ETP flows and exchange flows.

Conclusion

With a strong chance of a rate cut in September, crypto markets could be poised for a strong rally provided inflation shows signs of cooling and macro trends remain supportive. Until then, volatility and cautious sentiment remain the status quo.

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