Mike Novogratz von Galaxy Digital prophezeit: BTC auf 200.000 US-Dollar, falls Trump treuen Fed-Chef einsetzt

Bitcoin könnte unter politischem Einfluss explodieren – falls der nächste US-Präsident die Zentralbank nach seinem Willen formt.

Politische Weichenstellung

Mike Novogratz, CEO von Galaxy Digital, sieht den Kurs von Bitcoin bei 200.000 US-Dollar, sollte Donald Trump einen loyalen Vorsitzenden für die US-Notenbank ernennen. Eine solche Ernennung würde die Geldpolitik vermutlich langfristig lockern und institutionelle Kapitalströme in Krypto-Assets beschleunigen.

Marktprognose

Die Aussicht auf eine fügsame Fed unter Trump könnte die regulatorischen Bedenken vieler Großanleger zerstreuen. Novogratz betont, dass politische Entscheidungen in Washington den Kryptomarkt stärker beeinflussen als technologische Entwicklungen. Banker zucken schon jetzt mit den Schultern – Hauptsache, die Provision stimmt.

Bitcoin als politischer Spielball

Die mögliche Neubesetzung zeigt, wie sehr digitale Vermögenswerte von traditioneller Politik abhängen. Sollte Trump ins Weiße Haus zurückkehren, erwarten Beobachter eine deutliche Kehrtwende in der US-Kryptopolitik. Einige Wall-Street-Veteranen lachen noch immer über die Volatilität – bis ihre eigenen Fonds heimlich einsteigen.

Mike warns Trump pick could destroy Fed independence

Mike also said the whole setup could be “really shitty for America.” He’s not talking theory. He said outright that putting a dovish loyalist in charge might kill the Fed’s independence. That, he warned, could push investors into full panic mode.

“Gold skyrockets… Bitcoin skyrockets,” he said. The change wouldn’t just hit traditional finance, it WOULD slam the dollar too. That’s because when the Fed softens, the dollar usually weakens. And when that happens, crypto looks a lot more attractive.

The idea that TRUMP will pick someone soft is already priced in a little, according to Mike. But not completely. “It was priced in that he was going to pick somebody dovey, but no one is quite sure,” he said. He believes markets won’t fully react until the decision is made official. “I don’t think the market will buy that Trump’s going to do the crazy, until he does the crazy.”

Cryptopolitan reported that Trump told people at the Oval on September 6 that he has narrowed down the Fed chair shortlist to three names: Kevin Hassett, Christopher Waller, and Kevin Warsh. “You could say those are the top three,” Trump said.

Waller, who currently sits on the Fed’s Board of Governors, had already pushed for a rate cut as early as July. That’s two months before the Fed delivered a 25 basis point cut, its first since last year.

Fed cuts rates as stocks climb and Bitcoin eyes the chaos

The markets saw the cut coming. But what’s worrying people like Mike is what happens if it becomes a trend. Meanwhile, stocks are racing. The S&P 500 is up more than 12% since January. The rise, despite spring volatility, has many questioning if prices have gone too far.

In Rhode Island on Tuesday, Powell was asked how market levels affect Fed policy. “We do look at overall financial conditions, and we ask ourselves whether our policies are affecting financial conditions in a way that is what we’re trying to achieve,” Powell said. He added that “by many measures, for example, equity prices are fairly highly valued.”

That was enough to push stocks slightly lower. But Mike isn’t focused on tiny dips. He’s watching the big picture. If Trump puts someone dovish in the driver’s seat, and that person cuts rates when they shouldn’t, crypto investors could see a massive upside — but it’ll come at a cost.

Sam Stovall, chief investment strategist at CFRA, also weighed in on how hot the markets are. “Probably the oldest tenet in investing is ‘buy low, sell high,’” he said. Right now, most pros are watching the price-to-earnings ratio. The S&P 500 is trading at a 41% premium compared to its 20-year average. That stat alone has analysts asking how long this can last.

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