Bitcoin $91K, Ether Rally Amid Fed Rate Cut Hopes and Caution

Bitcoin rallies above $91,300 amid cautious market sentiment and upcoming central bank decisions, with mixed cryptocurrency performance and key upgrades on the horizon

  • Bitcoin traded above $91,300 amid a cautious market ahead of key central bank meetings.
  • Cryptocurrency prices, including Ether and BNB, showed gains while Cardano declined.
  • Market sentiment remains cautious due to a drop in CryptoQuant’s Bull Score to zero.
  • Medium-term catalysts such as potential 401(k) rule changes by 2026 may influence bitcoin flows.
  • Ethereum’s Fusaka hard fork upgrade aims to improve scalability and efficiency.

On Monday, Bitcoin traded just above $91,300 as Asian stock markets opened slightly higher. Investors awaited significant central bank decisions, including a Federal Reserve meeting, where markets largely expected a 25 basis points rate cut. The MSCI Asia equity benchmark rose about 0.2%, led by technology shares, while U.S. futures and the dollar declined.

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Crypto markets tracked these movements. Bitcoin increased 2% over the past 24 hours and gained over 6% in the last week, encountering resistance near $94,000. According to FxPro analyst Alex Kuptsikevich, the current recovery aligns with a corrective pattern, and prices could approach $98,000 to $100,000 if momentum continues.

Ether rose 3% to around $3,135, outperforming most major cryptocurrencies with a weekly advance of 10.6%. Other cryptocurrencies such as BNB gained 1%, Solana increased 1.6%, Lido’s stETH jumped nearly 3%, and XRP traded near $2.08 with a 1.2% rise. Conversely, Cardano led declines, falling about 1.4% on the day.

Despite these gains, sentiment remains cautious. The CryptoQuant Bull Score dropped to zero for the first time since early 2022, signaling a bearish cycle phase. CEO Ki Young Ju warned that a lack of new liquidity might lead to a deeper market slowdown, with internal models suggesting Bitcoin could reach $55,000–$70,000 next year.

Research from K33 highlighted potential medium-term catalysts, including anticipated 401(k) rule changes by early 2026 that may enable retirement fund investments in bitcoin. Meanwhile, Ethereum developers completed the Fusaka hard fork, introducing upgrades meant to enhance scaling and network efficiency.

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Macro conditions continue to drive the market. The muted equity movement on Monday reflects indecision as investors await the Federal Reserve’s actions and assess whether easing will sustain risk appetite. Bitcoin’s recent trend resembles previous cycle pullbacks seen in 2013, 2017, and 2021, having already absorbed a significant two-month decline ahead of the December policy review, stated Kuptsikevich.

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Bitcoin (BTC) $ 90,159.00 1.82%
Ethereum (ETH) $ 3,124.96 4.19%
XRP (XRP) $ 2.03 8.54%
Bittensor (TAO) $ 250.43 9.22%
Polkadot (DOT) $ 2.17 8.62%
Cardano (ADA) $ 0.393442 10.59%
Chainlink (LINK) $ 13.27 5.08%
Hyperliquid (HYPE) $ 24.61 1.05%
Monero (XMR) $ 429.24 3.49%
Hedera (HBAR) $ 0.121453 6.68%
Toncoin (TON) $ 1.82 8.95%