Трамп определился с кандидатом на пост председателя Федеральной резервной системы, сможет ли ожидание снижения ставок спасти криптовалютный рынок?

【Block Rhythm】Trump has already decided on the next Federal Reserve chairman. On January 9, he confirmed in an interview with the New York Times that he has already decided on the final nomination list in his 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.”

Be that as it may, the market’s instincts are already ahead of the curve. According to data from prediction platform Kalshi, Waller currently has a 41% probability of being selected, followed closely by Hassett at 39%, while Waller’s support is relatively lower at 12%.

This choice is no small matter. What situation will the next Federal Reserve chairman face? A central bank under pressure from the president to significantly lower interest rates — and this pressure is unprecedented in intensity. The Fed is currently at a crossroads. How the institution responds to the balance between inflation, employment, and asset prices directly affects the direction of global macro-liquidity. This is critical for investors holding crypto assets — everyone understands that Fed rate-cutting cycles are often accompanied by rallies in risk assets.

In the short term, how will the market react? The key is whether the new chairman can withstand pressure and pursue independent policy, or will 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. This is a critical window right now, with all kinds of capital waiting for this signal.