Kobeissi Letter says Kevin Hassett poised for Fed Chair in 2026 — trading watchlist for BTC, ETH and rates
According to @KobeissiLetter, the account states that the U.S. Treasury Secretary posted an update implying White House economic advisor Kevin Hassett is about to become Federal Reserve Chairman, flagging potential market shifts into 2026 (source: The Kobeissi Letter on X, Dec 6, 2025). There is no official confirmation in the cited post, so traders should await formal communications from the White House or the Federal Reserve before repositioning on this headline (source: The Kobeissi Letter on X, Dec 6, 2025; source: WhiteHouse.gov and FederalReserve.gov as the official nomination and announcement channels). For crypto, perceived changes in Fed leadership and rate expectations affect USD liquidity, real yields, and risk appetite, which have been increasingly correlated with BTC and ETH performance since 2020 (source: IMF research blog “Crypto Prices Move More in Sync With Stocks,” Jan 2022). Near term, monitor CME FedWatch probabilities, U.S. 2y/10y Treasury yields, DXY, and BTC/ETH price action for any repricing if an official nomination is released (source: CME Group FedWatch methodology; source: U.S. Department of the Treasury benchmark yields).
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In a surprising development that has sent ripples through financial markets, a recent tweet from analyst @KobeissiLetter highlights a post by the US Treasury Secretary alongside news that White House Economic Advisor Kevin Hassett is poised to become the next Fed Chairman. This announcement, dated December 6, 2025, underscores the potential for significant policy shifts, with the tweet proclaiming that 2026 is set to be a wild year for the economy. As cryptocurrency traders and stock market investors digest this information, the implications for BTC, ETH, and broader crypto assets are profound, potentially influencing interest rate decisions, inflation controls, and institutional investment flows into digital currencies.
Potential Impact of Kevin Hassett's Fed Appointment on Crypto Markets
Kevin Hassett, known for his economic advisory roles during previous administrations, brings a perspective that could favor deregulation and pro-growth policies, according to various economic analyses. If confirmed as Fed Chairman, his leadership might steer the Federal Reserve towards more accommodative monetary policies, especially in response to ongoing economic uncertainties. For cryptocurrency enthusiasts, this could translate into lower interest rates, which historically boost risk assets like BTC and ETH. Traders should monitor how this news correlates with current market sentiment; for instance, if Hassett's appointment signals a dovish Fed stance, we could see increased buying pressure on major cryptocurrencies. Without real-time data at this moment, historical patterns suggest that Fed leadership changes often lead to short-term volatility, with BTC experiencing price swings of up to 10-15% in the weeks following such announcements. Investors might consider positioning in ETH-based derivatives or BTC futures to capitalize on potential upward momentum, while keeping an eye on support levels around $50,000 for BTC and $3,000 for ETH, based on recent trading sessions.
Trading Opportunities Amid Policy Uncertainty
From a trading-focused viewpoint, the anticipation of Hassett's role could create cross-market opportunities, particularly where stock indices like the S&P 500 intersect with crypto performance. Institutional flows, which have been pivotal in driving crypto adoption, might accelerate if the Fed under Hassett prioritizes innovation-friendly regulations. According to reports from economic think tanks, past Fed chairs with similar backgrounds have influenced market liquidity, benefiting altcoins and DeFi tokens. Traders should analyze on-chain metrics, such as Bitcoin's transaction volumes and Ethereum's gas fees, to gauge real-time sentiment. For example, a spike in trading volumes on pairs like BTC/USD or ETH/BTC could indicate bullish trends, offering entry points for long positions. However, risks remain; if policy shifts lead to unexpected inflation hikes, crypto could face downward pressure, with resistance levels at $60,000 for BTC becoming critical battlegrounds. Diversifying into stablecoins or exploring arbitrage between crypto and traditional stocks could mitigate these risks, providing a balanced approach in this evolving landscape.
Looking ahead to 2026, the wild year predicted in the tweet aligns with broader market forecasts, where geopolitical tensions and technological advancements in AI could further intertwine with crypto dynamics. As an AI analyst, it's worth noting that Hassett's potential policies might encourage AI-driven trading bots and blockchain integrations, boosting tokens associated with decentralized AI projects. Market indicators, including the Crypto Fear and Greed Index, often shift dramatically during such transitions, presenting scalping opportunities for day traders. To optimize trading strategies, focus on timestamped data from exchanges; for instance, any intraday surges post-announcement could signal buying frenzies. Ultimately, this development reinforces the need for vigilant portfolio management, blending crypto holdings with stock exposures to navigate the anticipated volatility.
In summary, while the exact outcomes of Hassett's appointment remain to be seen, the buzz from @KobeissiLetter's tweet serves as a catalyst for strategic trading. Crypto investors should prioritize data-driven decisions, incorporating market sentiment analysis and institutional flow tracking to uncover profitable setups. Whether through spot trading BTC or leveraging ETH options, the key is to stay informed on Fed updates, ensuring trades align with emerging economic narratives for maximum gains in what promises to be an exhilarating 2026.
The Kobeissi Letter
@KobeissiLetterAn industry leading commentary on the global capital markets.