Will Crypto Explode If Kevin Hassett Takes Over The Fed In 2026?

Kevin Hassett, head of the White House National Economic Council, has suddenly become the market’s base case for the next Fed chair – and crypto investors are already gaming out what a “Hassett Fed” would mean. According to Bloomberg-sourced reporting, Hassett has “emerged as the frontrunner” for President Donald Trump’s choice to lead the Federal… Continue reading Will Crypto Explode If Kevin Hassett Takes Over The Fed In 2026?

Crypto Markets Underestimate A Trump-Style Flood Of Rate Cuts: Expert

Crypto markets are confronting a fast-moving repricing of US monetary policy expectations, and macro trader Alex Krüger argues that even after last week’s sharp dovish turn, futures curves still fail to discount what a Trump-aligned Federal Reserve leadership could look like. Fed Cut Mispricing Sets Up Crypto Repricing Event In a post on X, Krüger… Continue reading Crypto Markets Underestimate A Trump-Style Flood Of Rate Cuts: Expert

Crypto Crash Is A Forced Crypto Seller Unwind, Glassnode Co-Founders Claim

Glassnode co-founders Jan Happel and Yann Allemann, who publish under the @Negentropic handle on X, argue that the current crypto crash is being driven not by a broad narrative turn, but by a single, systematic source of sell pressure whose footprint is most visible in Bitcoin and is spilling into the wider complex. Their core… Continue reading Crypto Crash Is A Forced Crypto Seller Unwind, Glassnode Co-Founders Claim

Crypto Traders See Bullish Tailwind: Hassett Jumps In Fed Chair Odds

Donald Trump has pushed the Federal Reserve back into the center of the crypto macro narrative, telling reporters he “already” knows who should succeed Jerome Powell and triggering a sharp repricing in real-money prediction markets in favor of Kevin Hassett. In remarks in the Oval Office, Trump said: “I think I already know my choice,”… Continue reading Crypto Traders See Bullish Tailwind: Hassett Jumps In Fed Chair Odds

Crypto On Alert: Raoul Pal Hints At Macro Twist Post-US Govt Shutdown

As the latest US government shutdown ends and markets refocus on macro plumbing, Raoul Pal has sketched out a strikingly liquidity-heavy roadmap on X – one that, in his framework, has direct implications for crypto. “So now the US Gov has reopened, what’s next?” Pal asks. He immediately points to the Treasury General Account (TGA):… Continue reading Crypto On Alert: Raoul Pal Hints At Macro Twist Post-US Govt Shutdown

Powell, The FOMC, And Crypto: The Message Everyone Missed

In a post on X on October 29, Quinn Thompson, CIO of Lekker Capital, argued that Jerome Powell’s post-FOMC messaging was less about macro uncertainty and more about pressure tactics aimed at the political apparatus — with direct consequences for crypto liquidity. Powell’s FOMC Comments Decoded Thompson wrote: “Powell appeared to be playing political games… Continue reading Powell, The FOMC, And Crypto: The Message Everyone Missed

‘It’s All One Trade’ — Crypto Bull Run Isn’t Done, Says Dan Morehead

Pantera Capital founder and CEO Dan Morehead argues the core driver of this cycle remains the same “one trade” uniting macro and crypto: fiat debasement pushing capital into scarce, higher-beta assets. In a wide-ranging conversation with Real Vision’s Raoul Pal, the pair frame the current rally—and what comes next—through the lens of policy error, structural… Continue reading ‘It’s All One Trade’ — Crypto Bull Run Isn’t Done, Says Dan Morehead

Is The Crypto Bull Run Over? Lekker Capital CIO Warns ‘Don’t Miss The Forest’

Lekker Capital CIO Quinn Thompson says the market just lived through a rare “positioning rinse” that has left crypto consensus facing the wrong direction at precisely the wrong time. “There’s about 1, at most 2, times per year where I feel like I’m seeing things at 180 degree odds with the crypto twitter consensus,” Thompson… Continue reading Is The Crypto Bull Run Over? Lekker Capital CIO Warns ‘Don’t Miss The Forest’

Crypto Bulls Beware: Friday Could Be Crucial — Here’s Why

A rare confluence of macro catalysts will put risk assets—and by extension crypto—on edge this Friday. The US Bureau of Labor Statistics (BLS) has confirmed it will publish the delayed September Consumer Price Index at 8:30 a.m. ET on Friday, October 24, even as most federal data remain frozen by the ongoing government shutdown. In… Continue reading Crypto Bulls Beware: Friday Could Be Crucial — Here’s Why

Crypto Bulls Smell Blood: SOFR–RRP Spread Hints QT Pivot By October

An obscure spread at the heart of US money markets just flashed a bright warning, and crypto traders are pouncing on the signal. The Secured Overnight Financing Rate (SOFR) printed 4.29% on Wednesday, while the Federal Reserve’s overnight reverse-repo (ON RRP) award rate sat at 4.00%, putting the SOFR–RRP spread at 29 basis points on… Continue reading Crypto Bulls Smell Blood: SOFR–RRP Spread Hints QT Pivot By October