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Interesting to observe: While more and more banks are downwardly revising their crypto forecasts for Fed interest rate cuts, Bitcoin seems completely unaffected. Traditional financial institutions are becoming more cautious with their expectations, but the market simply does its own thing.
I've been watching for a while how divergent these developments are. The classic players are constantly revising their scenarios, while crypto tends to dance to its own patterns. This suggests that the crypto forecast depends less on traditional interest rate scenarios than many think.
It's also fascinating that major financial media are documenting this decoupling more intensively. It seems as if the market is learning that digital assets have their own logic. It makes me curious about where this will lead.