3 things that could affect cryptographic markets as the Fed decision progresses

Crypto Markets ended last week with a high note with a total capitalization that exceeded $ 4 billion again, but the impulse decreased over the weekend.

Securities markets in the US. However, the labor market continued to indicate weakness with a strong jump in weekly unemployment claims.

On Wednesday, the Fed will reduce rates for the first time in 2025 and ‘will blame’ a weak labor market, said Kobeissi’s letter.

Economic events from September 15 to 19

The August retail sales report must be presented on Tuesday, which is a broader consumption indicator and economic feeling.

The main event of the week is the FOMC meeting on Wednesday, which will probably see the reduction rates of the Central Bank for the first time since December 2024. CME Futures Markets Project of a probability of 96.4% of a cut of 25 basic points and a probability of 3.6% of a larger basic point cut.

Fed has recently been clear that it focuses more on the weakening labor market than on any risk of persistent inflation.

“In the midst of the macro uncertainty of the USA. And the Gold record rally, cryptographic assets are demonstrating resilience and long -term coverage properties against inflation,” said Nick Ruck, director of LVRG Research.

“With aggressive fiscal policies and the decrease in Fed feeding probably extending the cryptographic cycle to 2026, both assets will benefit from sustained macroeconomic pressures. The concerns of assembly stagnation can further support this dynamic, which reinforces the case of alternative value stores as the Fed weighs the decision of the interest rate of this week.”

Key events this week:

1. August Retail Sales – Tuesday – Tuesday

2. Fed’s interest rate decision – Wednesday

3. PRESS CONFERENCE OF FOMC – Wednesday

4. Projections of the plot of fed points-wednesday

5. Fed Fedelphia manufacturing index – Thursday

6. Initial unemployment claims data – Thursday …

– Kobeissi’s letter (@kobeissiletter) September 14, 2025

“We are concerned that the Fed meeting of September 17, which offers a 25 -PB cut, could become an event of ‘selling the news’ as investors retire to consider macro data,” wrote JPMorgan Global Head of Market Intelligence Andrew Tyler in a note.

On Thursday you will see the manufacturing index of the Fed of Philadelphia and the initial data of unemployment claims, but it is likely that neither of them affects the markets.

Cryptography market perspective

With the Fed rate cut to a large extent, markets are already beginning to react with the typical decrease on Monday as the total capitalization is reduced by 1% to $ 4.13 billion.

Bitcoin exceeded $ 116,000 twice in the last 24 hours, but faced resistance there before returning to $ 115,000. The asset was recovered in the first operations on Monday morning in Asia to return to $ 116,000.

Ethereum exceeded $ 4,700 before retreating slightly over the weekend to operate at $ 4,630 at the time of writing, since it is still a great distance.

The Altcoins were mostly red with larger losses for XRP, Solana, Cardano and Chainlink.