Published: Wednesday, November 19, 2025 · 8:02 PM | Updated: Wednesday, November 19, 2025 · 8:02 PM
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00:00 Speaker A
One of the interesting things I’ve seen um as one of the reasons perhaps behind the recent sell off is the the changing perceptions of whether the Fed might cut rates in December. And I think it’s so interesting when we talk about Bitcoin that’s supposed to be this asset that’s kind of divorced from everything, relying on a Fed rate cut. I mean, come on. It’s a little bit, you know, we’re supposed to be freed from the shackles of fiat currency or whatever.
00:30 Speaker B
Yeah.
00:30 Speaker A
That doesn’t feel very freed from the shackles.
00:32 Speaker B
No, that’s exactly right. You know, that’s that’s a criticism that a lot of investors we speak to make and and have observed. And I think post COVID, we’ve really been in this fiscally dominated environment where rate cuts and other macro elements do play more of a role. We’ve seen correlations of Bitcoin to equities spike or raise in that environment. It’s closer today to that low correlation range and pre-covid and pre-this fiscal dominance, it was just an uncorrelated asset. So I do think it is a bit ironic that this untethered, sovereign store of value now has a little bit more a, you know, driver related to macro markets and it’s really an asset that’s performed remarkably well in low rate environments and risk on environments. And of course, right now there’s there is fear around whether the Fed is going to cut rates at the December meeting and how many cuts will happen in 2023.
01:29 Speaker A
So if they don’t cut in December, what happens to Bitcoin?
01:32 Speaker B
I think that right now uh no cut in December is largely priced into the market. I think Bitcoin’s really been a leading indicator of where markets are headed and the fact that it’s bottomed out around 90k and you’re starting to see a recovery in some other asset classes as well, including Bitcoin. I think that the the lack of an interest rate cut in December is likely priced in and that people have already started to turn to 2026.
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