Coin Stories News Block: Fed Cuts & Pauses QT, Bitcoin's IPO Moment, Strategy Gets Rated
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Nov 3, 2025 The Fed's recent rate cut raises questions about market reactions and Bitcoin's stagnation. Jamie Dimon shows newfound support for crypto, while Japan enters Bitcoin mining using government resources. Bitcoin is likened to an IPO, with early holders selling off, but new investors gradually accumulating. A notable S&P B- rating milestone highlights evolving perceptions in the industry. Despite early challenges, institutional demand may soon catapult Bitcoin to new heights, reshaping its narrative in global finance.
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Fed Ends QT And Becomes T-Bill Buyer
- The Fed cut rates 25 bps and will end QT, effectively becoming a regular buyer in the T-bill market.
- This pivot adds liquidity and acts as a tailwind for asset prices, even if the Fed avoids calling it QE.
Powell's Caution Spooked Markets
- Powell cautioned that another rate cut is not guaranteed, which briefly spooked markets and pushed prices down.
- The fiscal backdrop, including $38 trillion of public debt, still points toward more Fed accommodation over time.
Bitcoin's 'IPO Moment' Explains Sideways Action
- Jordi Visser argues Bitcoin is experiencing an 'IPO moment' where early holders realize gains while new investors accumulate.
- That selling and consolidation can produce sideways price action even as fundamentals strengthen.