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Bitcoin Eyes May Rally as Fed Holds Rates Steady

Bitcoin gains 13% in April, with bullish on-chain signals and stable Fed rates.

  • Bitcoin gained over 13% in April and held above $77,000, signaling strong momentum heading into May.
  • VanEck‘s analysis highlights that historically bullish indicators, like negative funding rates and hash rate drawdowns, have emerged as market volatility declines.
  • Analysts say supportive on-chain signals and a stable macro outlook, with the Federal Reserve expected to hold rates, are key factors for Bitcoin.

Bitcoin demonstrated significant strength in late April 2026, holding above $77,000 as the market looked toward May with a focus on macro monetary policy. The cryptocurrency’s performance was buoyed by both on-chain fundamentals and steady spot demand from investors.
VanEck released data showing Bitcoin’s 7-day average funding rate had fallen to its lowest level since 2023. This negative funding rate is one of two historically bullish signals that have emerged recently as volatility has subsided.
Consequently, the investment manager also pointed to recent declines in Bitcoin’s hash rate as a positive signal. The firm noted Bitcoin has risen in six of the last seven similar hash rate drawdowns, typically over a subsequent 90-day period.
Meanwhile, upward momentum in April was supported by rising stablecoin liquidity, according to an analyst who goes by EllaWeb3. Bitcoin climbed more than 13% for the month, marking its strongest monthly performance in about a year.
On the macro front, the Federal Reserve is widely expected to hold interest rates steady, CNBC reported. However, former CFPB director Rohit Chopra noted, “Americans are dealing with trillions of dollars in credit cards, auto, and student loan debt. Higher interest rates are making that more difficult for them.”
Together, these supportive on-chain signals and stabilizing macro conditions are placing Bitcoin in focus as markets head into May. Retail sentiment on platforms like Stocktwits had moved to ‘neutral’ from ‘bullish’ by April 25.

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