Mức độ thống trị của Bitcoin

The Federal Reserve has cut interest rates by 25 basis points for the third time this year. On top of that, the Fed announced it will purchase 40 billion dollars in Treasury bills over the next 30 days. For crypto traders, this is not just another macro headline. It is a clear shift toward easier conditions that can influence Bitcoin, Ethereum, and the broader market heading into 2026. This article breaks down what the decision means, why it matters now, and how Bitget traders can use this information. Why This Rate Cut Matters When the Fed lowers rates, a few things usually happen: ● Borrowing becomes cheaper ● Liquidity improves across markets ● The dollar tends to soften ● Investors move toward assets with higher growth potential Crypto often reacts earlier than equities when policy turns supportive. Even though volatility remains high, the direction of policy is important for long term positioning. The Fed Is Adding Liquidity The decision to buy 40 billion dollars of Treasury bills is significant. These purchases increase liquidity in the financial system and often support risk markets. More liquidity means more available capital for: ● Bitcoin and Ethereum ● Large cap altcoins ● High activity sectors like AI, layer twos, and RWAs This move is similar to past periods when easier policy supported market expansions. Why Crypto Has Not Surged Immediately Even with supportive policy, price reactions can be delayed. Here are the main reasons: 1. Recent selloffs created caution Large liquidations across multiple days pushed traders into wait and see mode. 2. The market wants confirmation Traders often wait for follow up statements and economic forecasts before taking larger positions. 3. Broader uncertainty remains Comments about overstated job gains and inflation influenced short term sentiment. Despite these factors, easier monetary policy tends to set the stage for stronger phases in crypto cycles. What This Decision Signals for 2026 If the Fed continues down this path, traders could see: ● Steady inflows into Bitcoin and Ethereum ● Faster recovery in altcoin sectors ● Growing interest in AI, L2, and RWA tokens ● More opportunities driven by higher volatility Macro conditions influence crypto cycles more than individual news updates. A shift toward lower rates often supports long term uptrends. What Bitget Traders Should Watch Here is the practical checklist: 1. Bitcoin dominance BTC usually responds first during macro shifts. 2. The dollar index (DXY) A weaker dollar often supports Bitcoin and Ethereum. 3. Sector rotation AI tokens, RWA projects, and layer twos tend to move early when conditions improve. 4. Fed commentary Statements about future cuts or economic projections can move markets instantly. Bitget’s spot and futures markets allow traders to monitor these changes in real time. The Bottom Line The latest rate cut and liquidity injection signal a clear shift toward easier monetary policy. Crypto may not react overnight, but these changes help form the foundation for the next phase of the market. Traders who understand the macro environment can position more effectively for the months ahead.

Trading crypto often feels like seismology: you track faint tremors, analyze historical fault lines, and try to predict the big one. But with the arrival of Bitcoin ETFs, the ground beneath our feet has fundamentally shifted. The market's climate may have changed faster than anyone realized. Given the relentless chatter about "altseason" and a final euphoric peak, we are genuinely curious whether the relationship between Bitcoin's dominance and the altcoin market captures something deeper than a simple capital rotation. If so, maybe we could finally forecast the blow-off top before it consumes us. Decoding the Blow-Off Top The crypto community is buzzing with a term that signals both massive opportunity and extreme risk: the blow-off top. Understanding this phenomenon is crucial for navigating what many believe could be the final, most explosive phase of a bull cycle. So, what is a blow-off top? It's a chart pattern characterized by a sudden, near-vertical price surge driven by mass euphoria and FOMO (Fear Of Missing Out). This parabolic move marks the peak of a bull market and is almost always followed by a sharp, dramatic correction. The blow-off top historically happened later in the Acceleration phase - Source: Fidelity Digital Assets But timing a blow-off top requires understanding what drives it. Historically, this final explosive phase has been triggered by a specific market dynamic: the rotation from Bitcoin into altcoins. To spot it coming, we need to understand why this cycle's rotation pattern looks different. Dominance, Deviation, and Destiny For as long as we can remember, the market had an elegant beat. First, Bitcoin would rise, capturing all the attention and capital. Then, like a king graciously stepping aside, its market share (or "dominance") would fall. This was the signal. Capital would then cascade into the rest of the market, launching the explosive, chaotic, and wildly profitable period we all know as "altseason." When a market plays the same song for years, it's not a coincidence. It’s a market breathing in and out. But this time, the music is different. As Bitcoin surged to new all-time highs, the party for altcoins never truly started. Bitcoin's gravity has become stronger, its market share holding stubbornly high. The capital cascade has been more of a hesitant trickle. Recent Bitcoin Dominance (BTC.D) readings hover around 60% - Source: TradingView Why is the old rhythm failing us? The answer is simple: institutional money. Bitcoin ETFs have created a powerful new source of institutional demand that tends to favor Bitcoin specifically. While these vehicles bring substantial capital into crypto, their Bitcoin-focused mandates mean this money largely remains concentrated in BTC, creating an anchoring effect that makes the traditional dominance decline pattern less predictable. Think of it this way: in the past, Bitcoin’s dominance would hit a ceiling and then reliably fall back. Now, that ceiling has become a new floor. This is the most important story of the current cycle. The old maps are misleading because the landscape has been redrawn. The gravitational center of the crypto universe has shifted, and until we accept that, we're flying blind. At The Edge of Altseason So, if the old signal is broken, what should we be watching? The answer lies in the duel between the market's two titans: Bitcoin and Ethereum. Ethereum is the leader of the altcoin kingdom. It's the canary in the coal mine. While most altcoins have struggled against Bitcoin's immense gravity, Ethereum is starting to show signs of life. It’s coiling, gathering strength, and pressing against a long-term barrier. The ETH/BTC ratio currently trades around 0.032 - Source: TradingView A sustained drop in Bitcoin Dominance (BTC.D) below 50%, if confirmed by a decisive breakout in the ETH/BTC ratio above 0.065, would be a strong historical indicator that the market is entering a full-blown 'altseason.' This is the signal to watch. If Ethereum can decisively start outperforming Bitcoin, it will be the crack in the dam. It will signal that capital is finally confident enough to move away from the safety of Bitcoin and into the riskier, higher-reward world of altcoins. A true Ethereum breakout would be the green light we've been waiting for—the official start of the cycle's final, explosive act. Until then, stay sharp, be cautious. A Few Final Thoughts For investors concerned about a blow-off top, remember: The final phase of a rally is often the most dangerous, with the highest risk for new entrants. These measures can help mitigate risk: ● Take profits strategically (DCA): Consider locking in some gains. The wise trader doesn't try to catch the absolute peak; they take profits on the way up. Know your exits. ● Consider a stop-loss strategy: A well-placed stop-loss isn't a sign of fear; it's a mark of discipline—an anchor holding you steady if a sudden downturn occurs. Important Caveat: Market analysis is inherently probabilistic, not predictive. This cycle's structural changes mean past performance may not indicate future results. Multiple scenarios remain possible. The opinions expressed in this article are for informational purposes only. This article does not constitute an endorsement of any of the products and services discussed or investment, financial, or trading advice. Qualified professionals should be consulted prior to making financial decisions.

There have been times when Bitcoin prices show a move subsequent to the economic outlook. The most recent movement to be recorded was on October 24: Bitcoin rose to around $110,000 shortly after the Bureau of Labor Statistics released their CPI numbers for September, and it has since held support in the $108,000–$110,000 range. That’s too coincidental to be a coincidence, and this article aims to shed light on the magnitude of macroeconomic effects on crypto traders’ behaviour. TL;DR: Bitcoin is no longer an isolated asset. Its price is increasingly connected to the traditional economy, often moving in sync with the stock market and reacting strongly to major economic news like inflation (CPI) reports. The main reason for this is massive institutional adoption. The huge success of spot Bitcoin ETFs is integrating crypto into the global financial system by bringing in billions of dollars from big players. How cryptos find their way into the global financial system Bitcoin has made global headlines persistently since 2017 and is now considered an emerging asset class. The promising technology behind cryptocurrencies as well as the scarcity of many digital assets (including Bitcoin) secures them a place on many big players’ balance sheets, therefore, any change in the economic policy can lead to an adjustment in crypto demand from these stakeholders. More obvious correlation between Bitcoin and other assets A blog post by the International Monetary Fund (IMF) earlier 2022 shows that Bitcoin price has been tracking the stock market more effectively since 2021, and that trend has evolved further into 2025. Source: newhedge.io Meanwhile, recent data from Matrixport tells us that the correlation between Bitcoin price and the tech-savvy NASDAQ 100 has fluctuated but remained positive overall. The largest cryptocurrency displays a clear tendency to move in tandem with the stock market in general, meaning what hits the stock market could also hit Bitcoin. The relationship between Bitcoin and bonds is yet to be confirmed, but the recent trend shows a negative correlation, once again proving the correspondence between Bitcoin and stocks. If you are not familiar with the subject, bonds and stocks usually have an inverse relationship, which is to say stocks go up when bonds decline. With Bitcoin dominance hovering around 59%, the global crypto market often shows signs of progress when there is a rise in BTC price. That would make crypto indirectly subject to economic policies. Growing presence of traditional institutions in crypto markets One word for the financial world must be ‘interconnectedness’. In many cases, derivatives products can function as forecasts of spot prices, giving hints into the expectation of investors in the next periods. When talking about the S&P 500 or NASDAQ 100, we know that they are representatives of the U.S. largest companies, hence these indices can demonstrate the general market sentiment. In the case of cryptocurrencies, and Bitcoin in particular, there are several things to watch out for: the global market cap, the 24-hour spot volume, futures open interest rates, futures 24-hour volume, long/short ratio, and Bitcoin ETFs. Bitcoin ETFs give participants of traditional markets the opportunity to capitalise on the lucrative returns of BTC without holding the digital asset directly. And the growing number of Bitcoin ETFs, especially with the SEC's approval of spot Bitcoin ETFs in early 2024, leading to record inflows throughout 2025, reflects the enormous demand from institutional investors, who can exert substantial influence on Bitcoin prices. Even BlackRock, the world’s biggest asset manager with more than US$10 trillion in assets under management, has seen massive success with its iShares Bitcoin Trust (IBIT), which has amassed nearly $100 billion in AUM as of October 2025 and generated over $240 million in annual revenue, making it the firm's most profitable ETF. The sentiment observed in such markets will eventually be transferred to the Bitcoin spot market, thus triggering a price reaction from cryptocurrencies. Funding is another aspect that could mirror the behaviour in traditional finance (TradFi) markets. Forecasts now indicate that direct institutional investment into Bitcoin is set to accelerate significantly. It is fair to assume that the period of 2024-26 has perfectly collided with the influx of capital, with institutional adoption accelerating. Source: UTXO Management & Bitwise Asset Management How crypto markets react to macroeconomic changes Considering the ties between cryptocurrencies and TradFi actors and the fact that the economic situation frames most of our life choices, the decision to invest in digital assets should, of course, be affected by macroeconomic changes. Inflation & Interest rates There are several ways through which inflation can impact crypto prices. A healthy dose of inflation is an indicator for a reasonable rise in spending, which, in turn, stimulates production, guarantees jobs, and relieves the repayment obligations for debtors. However, the FED will step up to curb rampant inflation by raising interest rates. Often referred to as the next-gen hedge against inflation, Bitcoin and cryptocurrencies are believed to perform better when the consumer price index (CPI) soars. Is that really the case? Let’s consider the time frame from February to March 2025 below. This period was marked by a high correlation between Bitcoin and the NASDAQ 100 and widespread market reaction to signs of inflation's moderation. High inflation hurts investors, as their profits may turn out to be losing after being adjusted. And some studies point out that there might be a negative correlation between stock value and inflation, meaning that earnings may contract during periods of spiralling inflation. Another thing affected by higher interest rates is the cost of borrowing, hence the reduction in funding reserves for crypto startups and the availability of capital, be it for investment or trading purposes. Meanwhile, falling BTC prices (often triggered by higher rates or inflation fears) can point to better prices and higher volume of BTCUSDT funds such as ProShares’ Short Bitcoin Strategy ETF (BITI), as well as a great opportunity for other Bitcoin trusts to accumulate the digital asset. You can be part of the price determination process Bitget futures trading is an indispensable product of crypto exchanges for two main reasons: (1) many use futures to resist a sudden movement in crypto prices and (2) now that some countries regulate the holdings of crypto assets, futures trading offers a gateway to crypto trading without ownership. Bitget provides 690+ pairs for futures trading, with a maximum leverage of 125x. Your position on Bitget futures can serve as a buy/sell signal for traders of the corresponding spot markets. If you don’t know much about trading, we suggest you check out Bitget Copy Trade, Bitget’s product designed to encourage crypto derivatives trading. The trader network of Bitget consists of experienced traders and copiers, with the former mapping out a comprehensive trading strategy so that the latter can make profit just by initiating identical orders. That way, you do not only help determine the final price for crypto assets but can also earn good money without too much trouble. Disclaimer: The opinions expressed in this article are for informational purposes only. This article does not constitute an endorsement of any of the products and services discussed or investment, financial, or trading advice. Qualified professionals should be consulted prior to making financial decisions.