Трамп визначився з кандидатом на посаду голови Федеральної резервної системи: чи зможе очікуване зниження відсоткових ставок врятувати криптовалютний ринок?

【Block Rhythm】Trump has decided on the next Federal Reserve chairman. On January 9, he confirmed in an exclusive interview with the New York Times that he had a final shortlist in mind, but hasn’t communicated with any candidates yet. When reporters pressed him about 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 my favorites.”

That said, the market’s nose is 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 Warsh’s support is relatively lower at 12%.

This choice is no trivial matter. What situation will the next Fed chairman face? A central bank under presidential pressure to significantly lower interest rates—and this pressure is unprecedented in intensity. The Fed currently stands at a crossroads; how the institution balances inflation, employment, and asset prices will directly impact global macro liquidity flows. This is critical for investors holding crypto assets—everyone understands that Fed rate-cutting cycles often accompany rebounds in risk assets.

In the short term, how will the market react? The key is whether the new chairman can withstand pressure and set independent policy, or will be forced by political pressure to accelerate rate cuts. If rate cuts proceed quickly, liquidity will flood into alternative assets including Bitcoin; conversely, there could be continued pressure. This is a critical window right now, with various funds waiting for this signal.