🔥 FED CHAIR TRANSITION + STRATEGIC RESERVE = $BTC VOLATILITY AHEAD?
With Jerome Powell's term expiring May 2026, markets face massive uncertainty around US monetary policy. The Fed's path to 3% rates could stall if inflation spikes, but here's the kicker: the US Strategic Bitcoin Reserve is already holding $BTC as a sovereign asset.
Impact on $BTC :
- Short-term: Liquidity tightening fears could pressure prices below $90K support
- Long-term: Nation-state adoption is accelerating—Brazil's exploring 5% reserves, Kyrgyzstan just passed their bill. This creates irreversible demand
The asymmetric risk? Any dovish pivot or global crisis will send institutions racing to BTC as "digital gold" faster than ever. ETF inflows may have slowed in 2025, but sovereign buyers don't care about premiums—they care about geopolitical positioning.
**Verdict**: Accumulate on macro weakness, not weakness in the asset. The nation-state game theory is just beginning.
