A bombshell recently hit the market—the White House economic advisor Hassett publicly called on the Fed to “cautiously cut interest rates.” This isn’t just idle talk; the December FOMC meeting is just around the corner, and with recent employment data continuing to weaken, the window for rate cuts is quietly opening. What does this mean for the crypto market? It could be a signal that liquidity is about to return.

But let’s stay cool for a moment. The economic outlook painted by Hassett is a bit too optimistic—“strong rebound in Q1,” “growth to 4% by 2026”—which is double the 2% forecast given by the International Monetary Fund. This sounds more like a political statement to boost market confidence than a sober economic assessment.

The real uncertainty lies in the tariff litigation. If the Supreme Court overturns the tariff policy, the government could face nearly a trillion dollars in refund pressure. Imagine what a fiscal shock of this magnitude would do to the market—panic selling? Capital frantically searching for safe havens? At that point, Bitcoin’s “digital gold” narrative might return to the spotlight.

Another interesting point: Hassett is considered a frontrunner to be the next Fed Chair. He’s currently pushing hard for rate cuts—if he actually takes the helm of monetary policy, will he stick to an easy-money path? This expectation gap is worth pondering.

**So, what should we do?**

My view has two tracks: in the short-term, follow the trading rhythm tied to rate cut expectations; in the long-term, watch where the safe-haven funds are flowing. Even if December only brings a “hawkish cut” (cutting rates but with a conservative tone), the market will treat it as the start of a new easing cycle, and major coins could see a rally. But if the tariff lawsuit triggers violent swings, Bitcoin’s safe-haven value will be repriced.

**Specific strategy?**

Don’t go all-in just because of the news. Right now, you can enter in small positions and in batches, but make sure to keep plenty of cash on hand. The real opportunities will come at two points: either when rate cuts are implemented and emotions are released, or in a “golden pit” after a panic-driven market crash. Remember this—the messier the market, the juicier the opportunities, but only if you survive to see the day. Those without ammunition can only watch others feast.