After the Fed's rate cut in December 2025, Bitcoin briefly rose but then fell again, raising doubts about the sustainability of the crypto rally.

📉 What really happened?

  • The Fed cut rates but adopted a cautious stance.

  • Bitcoin rose below $94,000 and then fell ~2–3%.

  • Analysts point to a mix of factors: the Fed's cautious tone and weak tech earnings.

🧠 Broken narrative: myth or reality?

In the past, rate cuts were practically synonymous with crypto rises.

Today, a reaction is expected, but it does not always happen.

Why?

  • Markets have already priced it in.

  • Risk appetite has not resurged strongly.

  • Interest in defensive or real utility assets.

📊 Implications for strategy

  • If rates drop and BTC does not rise strongly → rethink correlations.

  • Volatility may remain high while macro defines liquidity.

  • Traders should monitor quantitative signals, not just Fed actions.

🧩 Conclusion

Bitcoin responded atypically to the cut: this does not necessarily mark the end of the bullish narrative, but rather a moment of adjustment of expectations, strategies, and market correlations.

👉 Do you think BTC is starting a new more structural phase or are we just facing a temporary correction? 📉

#Fed #bitcoin #MercadoCripto #CPIWatch

Bitcoin falls after Fed rate cut: why is the narrative no longer bullish?

⚠️ Disclaimer: This content is for educational and informational purposes only. It does not constitute financial advice. Do your own research (DYOR).