The Breakdown [CORRECT] Fed Minutes Slam the Door on Rate Cuts—Bitcoin Hits New Lows
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Nov 22, 2025 Recent Fed minutes reveal a split committee, dashing hopes for a rate cut this December, which sent Bitcoin values plummeting. As leveraged traders reacted hastily, $3 billion in ETF redemptions followed suit. The podcast also discusses the Abu Dhabi Investment Council expanding its Bitcoin holdings, framing it as digital gold. Meanwhile, Kraken confidentially files for an IPO amidst changing market dynamics, leaving its timing flexible depending on conditions.
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Fed Division Means No December Cut
- The Fed minutes revealed a deeply divided committee leaning toward a rate pause rather than a December cut.
- Markets quickly priced out a December cut, shifting expectations and financial conditions tighter.
Data Gaps Raise Uncertainty
- Lack of timely data before the December meeting complicates consensus building at the Fed.
- Policymakers may be hesitant to act without compelling new data, making a pause likelier.
Rate Shift Amplified Bitcoin Volatility
- The minutes' repricing hit Bitcoin hard as traders adjusted to a less accommodative Fed.
- Leveraged positions increased liquidation risk, worsening volatility and price declines.