According to @CryptoMichNL, the latest FOMC meeting delivered a rate cut, a macro trigger he links to future altcoin strength and a potential altcoin bull run on the horizon (source: X post by @CryptoMichNL dated Sep 21, 2025). He cites his review of prior FOMC cutting cycles showing altcoins historically outperformed following rate cuts, and directs traders to his detailed historical analysis for the crypto impact of Fed policy shifts (source: YouTube video youtu.be/h1xL_dW_4jM shared by @CryptoMichNL).

According to @Andre_Dragosch, markets fully price a 25 bps FOMC cut (100% probability) and 5% odds of 50 bps, with roughly 75 bps of easing by year-end 2025, source: @Andre_Dragosch. He argues the Fed is cutting into a stagflationary setup—softening labor alongside re-accelerating inflation—and projects US headline CPI could return to about 5% in 2026, a path not reflected in 1-year CPI swaps (~3.3%) or breakevens (~2.7%), source: @Andre_Dragosch. He contends this implies renewed financial repression with real yields likely turning negative from current ~+1.2% on 5-year TIPS, reducing the appeal of Treasuries and favoring scarce assets like Bitcoin (BTC), which he says is positively correlated with market inflation expectations and benefits from declining real yields, source: @Andre_Dragosch. He highlights fiscal dominance risks—federal debt growing ~7.5% per year post-Covid versus ~1% potential real growth (CBO)—suggesting 6–7% structural inflation may be needed to stabilize debt-to-GDP, source: @Andre_Dragosch. He warns the long end has already firmed, with the 10-year yield up ~38 bps since Sep 2024 despite ~100 bps of policy cuts, and flags further 10-year increases on inflation expectations and term premia as a trigger for possible yield curve control or renewed QE, source: @Andre_Dragosch. He notes cuts typically steepen the curve and accelerate money supply growth, a setup he expects to extend BTC’s bull market into 2026; traders should watch CPI swaps, 5-year TIPS real yields, the 2s10s slope, and the 10-year Treasury as key signals, source: @Andre_Dragosch.

According to @business, investors are entering the FOMC meeting alert to the hazards of a rate cut while inflation remains a risk and equities appear overvalued, signaling a cautious setup for risk assets, source: @business. For trading, the analysis flags that policy easing in the presence of inflation risk and stretched valuations constitutes a key risk factor that cross-asset traders will monitor into the decision and statement, source: @business. Crypto market participants can use this macro risk context as a reference for positioning and liquidity management around the FOMC window, source: @business.

According to @CryptoKing4Ever, the Federal Reserve is expected to cut interest rates in 2 days and large traders anticipate elevated BTC volatility around the decision. The source highlights two trading paths: a drop toward roughly 104k followed by a rebound, or a deeper move toward about 92k where the source notes a gap, potentially preceding a push to a new high. The source cautions that the next day could be highly volatile, suggesting traders closely monitor the 104k support area and the 92k gap zone for potential liquidity-driven reversals.

According to Crypto Rover, the probability of an interest rate cut by the Federal Reserve at the September FOMC meeting has surged to over 71%, based on CME Group data (source: Crypto Rover on Twitter, June 21, 2025). This sharp increase in rate cut expectations is historically correlated with bullish momentum for cryptocurrencies such as Bitcoin (BTC) and Ethereum (ETH), as lower interest rates typically drive more liquidity into risk assets. Traders are closely monitoring this development for potential short-term and mid-term price rallies across the crypto sector.