💵 The Fed's balance sheet has shrunk by $3.4 billion in one week!

▪️ Matrixport:

- The threat to the BTC bull market is the increase in Fed inflation expectations + potential monetary policy tightening.

▪️ Barclays:

- We expect the Fed to pause rate cuts from June 2025 to mid-2026.

- The final interest rate will be 3.25-3.50%.

▪️ Bloomberg:

- The Fed will begin 2025 with new chairmen in charge of interest rate decisions and a new outlook on monetary policy.

- The rotation of personnel is taking place against the backdrop of the risk of renewed inflation growth.

❗️Market expectations ( #FED ):

- January 29: PAUSE.

- March 19: PAUSE.

- May 7: a decrease of 25 bps to 4.00-4.25%.

- June 18: PAUSE.

- July 30: PAUSE.

- September 17: PAUSE.

- October 29: PAUSE.

- December 10: PAUSE.