#MacroWatchFedChairPick

As we enter the first week of 2026, the global financial world is laser-focused on one name: Kevin Hassett. With President Trump expected to announce his Fed Chair nomination this month, the stakes for Bitcoin and the broader crypto market couldn't be higher.
Here is the breakdown of what this nomination means for your portfolio and the 2026 cycle.
1. The Candidate: Who is Kevin Hassett? 👔
Hassett is currently the frontrunner (with a 44% probability on prediction markets) to replace Jerome Powell in May 2026.
The "Dovish" Tilt: Hassett is widely viewed as a policy dove. He has recently stated there is "plenty of room" to cut rates and believes that lower borrowing costs are essential to fuel the "supply-side" boom Trump is planning for 2026.
The Competition: If Trump pivots to a more "Hawkish" candidate like Michelle Bowman (who recently dissented against rate cuts), expectations for 2026 could shift from "Easing" to "Holding."
2. Repricing 2026 Rate Cuts 📉🔄
The Fed delivered three cuts in 2025, bringing rates to the 3.5%–3.75% range. However, the market is currently divided on what happens next:
Dovish Scenario (Hassett): If nominated, markets will likely price in 2–3 additional cuts for late 2025 and 2026. This would weaken the USD and flood the market with liquidity.
Hawkish Scenario (Bowman/Waller): A hawkish pick would signal a "higher for longer" regime to fight sticky inflation. This could cause a sharp repricing, with markets expecting zero cuts for the first half of 2026.
3. The Impact on Bitcoin (BTC) ₿🚀
Bitcoin has historically been a "liquidity sponge." Here is how the nomination could move the needle:
The Dovish Green Light: A Hassett nomination would be a massive tailwind. Lower rates make traditional bonds less attractive, pushing institutional capital into Spot BTC ETFs, which saw nearly $60 billion in inflows last year. If 2026 becomes a year of "easy money," Bitcoin’s "Digital Gold" narrative could push it toward new psychological barriers.
The Hawkish Headwind: If a hawk is named, the "Yen Carry Trade" unwind (which we discussed earlier) combined with high US rates could create a liquidity crunch. This might lead to a short-term consolidation phase for BTC as risk-off sentiment takes over.
My Ambassador Strategy:
In 2026, the Fed Chair isn't just a political role—it’s the "Chief Liquidity Officer" for crypto.
Watch January Announcements: The moment the name is official, expect high volatility.
Focus on GUSD Staking: While the market decides its direction, I’m keeping my core capital in Gate.io Launchpools and GUSD to earn yield without the directionality risk.
Who do you want to see leading the Fed? 🗳️ A "Dove" like Hassett to fuel the bull run, or a "Hawk" to keep inflation in check? Let's talk strategy below! 👇