Bitcoin saw a sharp rally past $85,000 following the Federal Reserve’s latest policy announcement, which traders interpreted as a bullish catalyst for risk assets. The Fed said it would begin reducing its quantitative tightening program in April, a move seen by markets as a step toward monetary easing.

According to QCP Capital’s latest market updates, this policy pivot was widely viewed as a “stealth” rate cut, reinforcing expectations of formal rate reductions starting in June. Current market pricing now forecasts three rate cuts in 2025, one each in June, September, and December.

However, the Fed’s messaging wasn’t without caution. It downgraded U.S. GDP growth projections to 1.7% and raised its inflation forecast to 2.8%, hinting at stagflation concerns. The updated dot plot also revealed more officials expecting no rate cuts next year, up from December’s projections.

In the crypto options market, sentiment has quickly reversed. Earlier in the week, put options were in favor. Now, demand has shifted toward calls, suggesting bullish positioning. All eyes are now on how U.S. markets respond which will test whether this BTC breakout has staying power or if macro risks still cast a long shadow.

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