#比特币2026年行情展望 【Federal Reserve Chair Candidate Turnaround? The Market’s Real Game Isn’t About "Who," But "Whether to Cut Rates"】

Recently, the top contender for Fed Chair, Haskett, issued a strong statement, directly responding to doubts that he "can’t keep control." His exact words were:

"Someone who has been grilled at the White House for five consecutive years is tough enough to win any debate."

This wasn’t said to the media; it’s a stance aimed at the market.

What’s the background? Haskett has long believed that Powell and the current Fed are too slow in cutting rates, a view that aligns closely with the stance of a certain political figure. He also candidly pointed out a phenomenon: before the 2024 US election, the Fed cuts rates, then by 2025, it starts to brake. This rhythm doesn’t seem like a purely economic decision; it looks more like political factors are at play.

At first glance, people might automatically think:

Liquidity arrives → Risk assets soar → Bitcoin surges.

But we need to stay calm here.

**What’s the key point?**

The Fed isn’t just decided by the Chair alone. The Federal Open Market Committee (FOMC) votes on policy, and even if Haskett is nominated, it doesn’t necessarily mean aggressive rate cuts will happen. The internal power struggle is far more complex than it appears in the news.

**How does this affect cryptocurrencies?**

The market is beginning to price in expectations of "more moderate policies in the future." As long as discussions about rate cuts remain on the table, Bitcoin and Ethereum have valuation support. Policy uncertainty itself is a positive factor for decentralized assets—because volatility in centralized systems increases.

**But risks must be clearly understood**

What if the rate cut expectations don’t materialize? The market could see a valuation correction driven by expectations mismatch. Plus, with increasing political discussions, macro volatility may become more frequent and emotional. If there’s internal tug-of-war within the Fed, the market could frequently shake out investors.

**My view**

This isn’t about "who sits in the chair." The real issue is: US monetary policy is being priced by the market as a political variable. For the crypto market, as long as the "rate cut controversy" remains under discussion, Bitcoin won’t easily turn bearish.

The real risk isn’t whether rates will be cut, but that the market prematurely treats the "possibility" as an "established fact."