Macro· ★★★· bullish·

CrossBorder Capital CEO: Fed Rate Hike Could Actually Help Bitcoin

  • Howell: about 80% of primary capital-market deals are debt refinancing
  • A 25bp Fed hike could strengthen long bonds and reduce volatility
  • Rising US debt shifts more cash to the private sector — a stimulus, not tightening
  • Bitcoin, Ethereum, gold and silver are most sensitive to global liquidity growth
Why it matters: The argument challenges the usual "higher rates, lower bitcoin" logic, so traders should watch liquidity and repo markets rather than just the Fed decision.
Source: Bitcoin Sistemi