Trump đã hoàn tất việc chọn người đứng đầu Cục Dự trữ Liên bang, liệu kỳ vọng giảm lãi suất có thể cứu vãn thị trường tiền mã hóa?

【Block Rhythm】Trump has decided on his pick for the next Federal Reserve chairman. On January 9th, he confirmed in an exclusive interview with The New York Times that he already has the final list of nominees in mind, though he 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 favorite people.”

That said, 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 low at just 12%.

This choice is no small matter. What kind of situation will the next Federal Reserve chairman face? A central bank under presidential pressure to dramatically lower interest rates—and this pressure is unprecedented in its intensity. The Fed currently stands at a crossroads, and how the institution balances inflation, employment, and asset prices directly affects the trajectory of global macroeconomic liquidity. This is crucial for investors holding crypto assets—everyone knows 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 implement independent policy once taking office, or whether he’ll be forced by political pressure to accelerate rate cuts. If rate cuts proceed quickly, liquidity will flow into alternative assets including Bitcoin; otherwise, they may face continued pressure. Now is a critical window, and all kinds of capital are waiting for this signal.