Late Jan 29, Kevin Warsh quietly appeared at the White House.

Hours later, Polymarket odds for Warsh as next Fed Chair exploded to 95%.

This isn’t random.

Warsh is a former Fed Governor, the youngest in history, a key player during the 2008 crisis, and once nearly beat Powell for the top job.

📌 Trump confirmed the Fed Chair nominee would be announced Friday.

📌 CNN spotted Warsh inside the White House the same day.

Markets connected the dots — fast.

💣 Why Warsh scares markets

Warsh is famous for one line:

👉 “Inflation is a choice.”

He believes inflation isn’t wages it’s the Fed’s $7T balance sheet.

His playbook? → Cut rates

→ Shrink the balance sheet

→ Drain liquidity while easing policy

That combo is unconventional and risky.

He resigned in 2011 opposing QE.

Now he supports rate cuts, aligning closely with Trump’s push for cheaper money.

⚠️ Fed independence could change

Warsh supports a new Fed–Treasury Accord, meaning closer coordination with the White House.

Translation: the Fed stays “independent” but not isolated.

🌐 Crypto implications

Warsh has: → Invested in crypto projects

→ Called Bitcoin a potential store of value

→ Also said: “Crypto isn’t money it’s software”

The wildcard? 👉 He supports a US CBDC to compete with China directly clashing with Trump’s anti–digital dollar stance.

📊 What matters for investors

→ Powell’s term ends May 2026

→ Second half of 2026 could define liquidity, risk assets, and crypto

If Warsh takes the chair, markets may get lower rates — but also policy shockwaves.

This isn’t just a Fed pick.

It’s a potential regime change.

#CZAMAonBinanceSquare #Binance #USPPIJump $BTC $ETH $BNB

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