Yesterday’s Fed meeting went as expected and entered the period where interest rate cuts were paused again. Following the arrival of supportive data on the employment front and the Fed’s 75bp reduction due to employment concerns, the institution has now opened the “wait and see” mode. No interest rate cuts are expected at least in the next 2 meetings. So what do analysts say?
Bitcoin (BTC)
Gold And silver While Bitcoin is pricing in the risk and experiencing one of the biggest rises in its history, Bitcoin is pricing in the risk and falling. Assets in short supply are rising if they are on the periodic table, but digital assets in short supply, especially Bitcoin, do not show the same trend. Moreover, we see such a picture of new investments and strong earnings reports that will break the discussions about the artificial intelligence bubble.
of Bitcoin The digital gold story collapsed just like the 2022 inflation hedge tale. BTC, which survived the second biggest test in its history, is stalling below 88 thousand dollars at the time of writing.
Looking at the current situation from a different perspective, Jelle wrote that digital gold is not in a bad position in the race for earnings between gold and BTC.
“Both BTC as well as goldhas been in an upward trend since the October/November 2022 low.
Despite gold’s recent gains and BTC’s losses, here’s how they’ve performed since then:
Gold: 241% up from lows (at ATH)
Bitcoin: 496% up from lows (30% down from ATH)
Gold is just trying to catch up.”
Analyst Predictions
Since the Global Liquidity Index started to accelerate at the beginning of 2025, we have seen rapid movements almost everywhere except cryptocurrencies. Although the BTC price started an early rise after Trump won the elections, it could not make significant gains in the sequel. DaanCrypto shares the chart below and says that 2026 will be extremely interesting.
Sherpa thinks it might be a good option to stay away from cryptocurrencies for a while these days. BTC may complete its local bottom in the current range and start to rise, but there is also the potential to fall below $81,000 with the loss of $85,000. Risk aversion may be the best strategy for investors to avoid being harmed by volatility experienced in a narrow range.
BTC It has been stalling in the same range for more than 2 months and we have always seen big movements after such periods. However, since it is difficult to predict the direction, it now seems more logical to take action by exceeding the limits of the ranges. BTC will determine its direction by breaking one of the ranges between $ 81-79 thousand below and $ 93-98 thousand above.
