Bitcoin and Ether prices are anticipated to see a significant increase in the fourth quarter of 2025, primarily driven by the easing of US monetary policy. Tom Lee, co-founder of Fundstrat and chairman of Bitmain, expressed optimistic expectations regarding this trend. He noted that Bitcoin and Ether prices are highly sensitive to financial liquidity and the accommodative policies of global central banks, while seasonal factors also influence their valuations. Lee highlighted the likelihood of substantial volatility in the coming months, describing these fluctuations as “major swings.” He emphasized that these cryptocurrencies could offer important investment opportunities in the remainder of the year, especially with the Federal Reserve expected to reduce interest rates for the first time this year. Citing historical precedents, Lee pointed out that rate cuts by the Federal Reserve in 1998 and 2024 restored market confidence and initiated periods of easier monetary conditions.
The US central bank is expected to cut rates by 25 basis points next week, with a smaller chance of a 50 basis point reduction in futures markets. Lee also remarked that Bitcoin is particularly sensitive to changes in monetary policy and liquidity, with Ether showing similar patterns. He described Ether as a developmental protocol playing a crucial role in the convergence of blockchain and artificial intelligence, which has prompted Bitmain to announce substantial investments in Ether. According to Bitmain, it holds cash and crypto assets valued at $10.77 billion, including 2.15 million Ether, representing roughly 1.8% of the total supply. Ether’s current price is near $4,500, marking a 5% increase compared to last week but a 2.7% daily decline. Experts suggest that continued easing of US monetary policy could benefit the cryptocurrency market; however, unexpected changes in interest rates may raise concerns among investors.
Source: binance
