Bitcoin And The 2026 Fed Shift: Expert Says Markets Aren’t Ready

Bitcoin And The 2026 Fed Shift: Expert Says Markets Aren’t Ready

Macro strategist Alex Krüger is tying Bitcoin’s next macro chapter directly to the coming reshuffle at the Federal Reserve, warning that investors are underpricing how far US rates could fall under a Trump-aligned central bank. In a long X post titled “2026: The Year of the Fed’s Regime Change,” he argues that “the Federal Reserve as we know it ends in 2026” and that the most important driver of asset returns will be a new, much more dovish Fed led by Kevin Hassett. His base case is that this shift becomes a key driver for risk assets broadly and Bitcoin in particular in 2026, even if....


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