Goldman just flipped their Fed call — now pricing in a 25bps hike Sept 15-16 instead of a hold.
This matters for $BTC and risk-on plays. Higher rates = tighter liquidity + stronger DXY = headwinds for crypto.
The real alpha isn't the hike itself — it's the dot plot and Powell's tone. If they signal more hikes ahead, expect vol. If they pivot dovish after this one, we might front-run the relief rally.
Watch DXY and 2Y yields closely. If they rip, alts bleed first.
This matters for $BTC and risk-on plays. Higher rates = tighter liquidity + stronger DXY = headwinds for crypto.
The real alpha isn't the hike itself — it's the dot plot and Powell's tone. If they signal more hikes ahead, expect vol. If they pivot dovish after this one, we might front-run the relief rally.
Watch DXY and 2Y yields closely. If they rip, alts bleed first.
