Crypto Markets Eye Upside As Fed Delivers First Rate Cut

Central bank lowers rates to 4%–4.25% as trade tensions raise fears of unemployment; crypto market braces for ripple effects.

Written By:
Thales Rodrigues

Reviewed By:
Jahnu Jagtap

Crypto Markets Eye Upside As Fed Delivers First Rate Cut

The U.S. Federal Reserve has cut its key interest rate for the first time since December, lowering borrowing costs in an effort to stave off rising unemployment and keep the economy afloat amid growing trade tensions.

Today, the Federal Open Market Committee voted to reduce the benchmark fed funds rate by a quarter of a percentage point (25 basis points) to a range of 4% to 4.25%, its lowest level since December 2022. Fed officials also signaled two more cuts could follow this year, projecting a rate of 3.5% to 3.75% by December — more than previously anticipated in June’s forecasts.

The decision came amid significant political pressure and an unusual vote breakdown as it passed with 11 votes in favor and one dissent. Stephen Miran, a recent appointee, called for a larger half-point cut. The split underscores the Fed’s dilemma: lower rates could help boost hiring, but higher rates remain key to containing inflation, which still runs above the 2% target.

Political Backdrop and Dissent

Federal Reserve officials warned that President Donald Trump’s trade tariffs are already slowing economic activity and could unleash a wave of unemployment, pushing the central bank to balance inflation control with job stability. At the same time, the Fed’s decision came under sharp political pressure:

Trump has demanded steeper cuts, up to three percentage points, while trying to reshape the bank’s leadership. His failed attempt to remove Fed Governor Lisa Cook, who ultimately voted for the quarter-point reduction, underscored the heightened political stakes. For crypto, the blend of tariff-driven economic strain and political interference signals a more volatile macro backdrop that could amplify Bitcoin’s role as a hedge against instability.

The Macro Case for Crypto

For the digital asset market, lower U.S. interest rates could inject fresh momentum. A softer dollar and cheaper borrowing costs often push investors toward alternative assets, including BTC and other cryptocurrencies. With two more cuts projected this year, liquidity is likely to increase, potentially fueling demand for risk assets. For crypto, the Fed’s pivot may set the stage for stronger institutional inflows and renewed price rallies as traders position for a looser monetary environment.

Also Read: BTC Inc. And Strategy Extend BFC Partnership To 2030


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Thales is a Brazilian economist passionate about marketing, bringing with him experience from the country’s largest banks and financial institutions. Outside of work, he dedicates his time to sports, family, and business studies.
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Jahnu Jagtap is a Research Analyst with over 5 years of experience in crypto, finance, fintech, blockchain, Web3, and AI. He holds a BSc in Mathematics and is certified in Blockchain and Its Applications (SWAYAM MHRD), Cryptocurrency (Upskillist), and NISM Certifications. Jahnu specializes in technical, on-chain, and fundamental analysis, while also closely tracking global macro trends, regulations, lawsuits, and U.S. equities. With a strong analytical background and editorial insight, he drives content that delivers clarity and depth in the fast-evolving world of digital finance.