Trump discusses the possibility of firing the head of the Federal Reserve before his term ends.
From a legal standpoint, it’s complicated. From a political standpoint, it’s possible. Moreover, a formal draft of the letter already exists.
If he returns to the White House and appoints a “soft” candidate as the chair of the Federal Reserve, rates could start to be aggressively lowered.
🚨 A rate cut in 2025 could coincide with the launch of the ETH ETF — a dual driver of demand.
✅ Altcoins — especially those under institutional radar (L2, RWA, AI) — could begin to perform even before spring. Funds are already making initial allocations.
🔴 But here, the fact itself is not the only important thing. The signal matters.
Markets are extremely sensitive to hints of a change in monetary policy. Any turbulence within the Federal Reserve is a reason to reassess the trajectory of rates.
Against the backdrop of such rumors, the DXY fluctuated: it initially dropped, then recovered.
Gold gained 1.6% — as a safe-haven asset. And crypto has found a footing for growth.
💡 The essence is as follows:
The politicization of monetary policy is intensifying. And this is another argument in favor of diversification — especially into assets that are outside sovereign structures.
In the short term — turbulence. In the long term — a structural shift in capital distribution.
Pressure on Powell: the political risk that the market has not yet priced in
