Standard Chartered Warns: Fed Independence Debate Could Push Bitcoin to Record Highs

Standard Chartered Warns: Fed Independence Debate Could Push Bitcoin to Record Highs

Standard Chartered: Political Pressure on the Fed Could Trigger a Major Bitcoin Rally

As global financial markets navigate turbulent times, Bitcoin has once again captured attention — this time with a bold forecast from Standard Chartered.Geoffrey Kendrick, the bank’s head of digital assets research, suggested that Bitcoin could experience significant upside if the U.S. Federal Reserve comes under political pressure.

Why Fed Independence Matters for Bitcoin

According to Standard Chartered’s analysis, recent remarks from U.S. President Donald Trump — hinting at the potential removal of Fed Chair Jerome Powell — are fueling serious risk perceptions across markets.Kendrick explained that political interference threatens the Fed’s independence, which could, in turn, make decentralized assets like Bitcoin more attractive.

In short, fears over the Fed losing its autonomy could position Bitcoin as a safe haven during financial uncertainty.

Bitcoin Following the U.S. Bond Market

Kendrick also pointed to the sharp rise in term premiums on U.S. 10-year Treasury bonds, now at their highest level in 12 years — a trend historically linked to Bitcoin’s price movements.

While Bitcoin has so far lagged behind these developments, Kendrick believes this delay signals significant upside potential for the cryptocurrency in the coming months.

Long-Term Price Targets for Bitcoin

Standard Chartered has outlined some ambitious long-term price targets for Bitcoin:

  • End of 2025: $200,000
  • End of 2028: $500,000

The analysis argues that threats to central bank independence and mounting global economic uncertainties are making these projections increasingly plausible.

Is Bitcoin Becoming More Like Traditional Assets?

Kendrick observed that Bitcoin has recently been behaving similarly to tech stocks, showing delayed reactions to major macroeconomic shifts.However, over the long term, he expects Bitcoin to function more as a "financial insurance policy" against systemic risks in the traditional finance system.

The bank’s report also predicts rapid growth in the stablecoin market, forecasting that the sector could reach $2 trillion in total market capitalization by the end of 2028.

Macro Conditions Will Be Key for Bitcoin

The message from Standard Chartered is clear:Bitcoin’s price will increasingly be driven by major economic and political shifts, not minor market fluctuations.Any developments that threaten the Fed’s independence could significantly boost investment flows into Bitcoin.

For market watchers, the key takeaway is this: Bitcoin is evolving beyond a speculative asset — it’s emerging as a crucial hedge against global uncertainty.

#Bitcoin#fed#Record#Standard Chartered
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