🎤 FED MEETING: INTEREST RATE CUT NO LONGER IMPORTANT BY POWELL'S TONE!
According to Nansen, the FED's cut of 25bps has been almost fully priced in by the market. The focus now is on the long-term signals for Crypto!
🔑 MOST IMPORTANT FACTOR:
- Powell's Tone: The market is closely watching whether FED Chairman Jerome Powell will maintain a "dovish" tone as expected or if there will be any "hawkish" surprises. This tone will shape expectations for 2026.
- Leadership 2026: Nansen points out that the possibility of a leadership change to someone with a pro-economic growth viewpoint (like Kevin Hassett) at the beginning of 2026 is a significant POTENTIAL BULLISH FACTOR for digital assets.
📊 TECHNICAL ANALYSIS & ON-CHAIN:
- BTC: Bitcoin is facing an important resistance zone at $91,000. Nansen predicts BTC will trade around this level after the meeting, rather than breaking out strongly immediately.
- Liveliness Indicator: This on-chain indicator is rising, suggesting that hidden demand has returned. Older coins (from HODLers) are moving, signaling that long-term confidence is recovering.
- Liquidity Expectations: Some analysts believe that the FED may pump liquidity through other mechanisms, creating a "surprise boost" that causes BTC prices to soar.
👉 Conclusion: In the short term, the market awaits clarity from the FED. But the long-term outlook (thanks to policy shifts in 2026 and on-chain indicators) is increasingly positive for Crypto.
