June 18th, QCP released an analysis stating that against the backdrop of rising geopolitical conflicts and inflationary pressures, the Fed's interest rate decision tonight is facing a complex situation. The Fed's interest rate decision meeting tonight is expected to keep rates unchanged, while sending a hawkish signal, emphasizing the increased inflation risks brought about by geopolitical uncertainties.The current market expects two rate cuts in 2025 and two more in 2026. However, QCP believes that the Fed may lower its expectations for rate cuts in the latest dot plot. If the Fed makes such an adjustment, it could put pressure on risk assets, including bitcoin and a broader range of digital assets, due to reduced liquidity expectations.
