Trump siap mengumumkan calon Ketua Federal Reserve, akankah ekspektasi penurunan suku bunga menyelamatkan pasar kripto?

【Block Rhythm】Trump has decided on the next Fed Chair. On January 9th, he confirmed in an exclusive interview with the New York Times that he already has the final nomination list in mind, but hasn’t communicated with any candidates yet. When reporters pressed him on whether his chief economic advisor Hassett has a chance, Trump dodged the question, saying “I don’t want to say,” but then added that this advisor is “absolutely one of the people I like.”

That said, the market’s nose is already one step ahead. According to data from prediction platform Kalshi, Waller’s probability of being elected is currently as high as 41%, followed closely by Hassett at 39%, while Roller’s support is relatively low at only 12%.

This is no small matter. What situation will the next Fed Chair face? A central bank under presidential pressure to significantly lower interest rates—and this pressure is unprecedented in intensity. The Fed is currently at a crossroads, and how the institution addresses the balance between inflation, employment, and asset prices directly impacts global macroeconomic liquidity flows. This is crucial for investors holding crypto assets—everyone understands that the Fed’s rate-cutting cycles are often accompanied by rebounds in risk assets.

In the short term, how will the market react? The key is whether the new chair can withstand pressure and formulate independent policies after taking office, or be forced by political pressure to accelerate the pace of rate cuts. If rate cuts proceed quickly, liquidity will flow into alternative assets including Bitcoin; conversely, it may continue to face pressure. The current moment is a critical window, with various funds waiting for this signal.