Bitcoin and Ethereum could be on the verge of a dramatic rally if the Federal Reserve moves ahead with its long-anticipated rate cut this week, according to Tom Lee, chairman of Ethereum treasury 0 to CNBC , Lee said that digital assets stand out among sectors most sensitive to liquidity when central banks ease 1 pointed to past episodes in Sept. 1998 and Sept. 2024, when the Fed shifted course, as his 2 predicted a “monster move” in Bitcoin and Ethereum specifically in the next three 3 Makers Poised to Lower Rates After Months on Hold The Fed begins a two-day policy meeting Tuesday, with a decision scheduled for 2 4 on Wednesday, 5 expect a 25 basis point cut that would lower the federal funds rate to 4.00% to 4.25%, the first reduction of the year after months of holding steady at 4.25% to 4.50%.
Tom Lee said on @CNBCClosingBell today that if the Fed cuts, the biggest beneficiaries will be: 6 100 (Mag 7 + AI) 7 & Ethereum — “could make a monster move in the next 3 months” 8 caps & financials 9 — Tom Lee Tracker (Not actually Tom) (@TomLeeTracker) September 15, 2025 Expectations have been shaped by signs of a cooling US labor market, including slower job growth and an unemployment rate that climbed to 4.2% in July. Inflation, however, remains sticky at around 3%, pushed up by tariffs and other supply-side 10 Calls for Bigger Rate Cut, Raising Pressure Traders tracked by the CME FedWatch tool overwhelmingly anticipate a modest cut, though some see a slim chance of a deeper 50 basis point 11 Donald Trump has openly called for a larger reduction, adding political pressure to the Fed’s 12 of the announcement, markets were in wait-and-see 13 equities climbed to new highs, while the dollar struggled to gain 14 have already priced in a policy shift, with tech shares and crypto assets leading recent 15 last traded around $115,800, up 3.4% over the past 16 hovered near $4,528, gaining 5% in the same 17 have been buoyed by optimism that cheaper liquidity will boost demand for risk 18 Positioned at the Center of Easing-Driven Surge Lee noted that besides tech and crypto, small caps and financial stocks also tend to benefit from rate cuts.
However, he suggested Bitcoin and Ethereum could be the standout trades given their seasonal strength and sensitivity to monetary 19 crypto investors, the prospect of easier liquidity has once again raised hopes of outsized gains after a volatile summer. A clear signal from the Fed on Wednesday could set the tone for global markets into year end, with Bitcoin and Ethereum positioned at the heart of the risk rally that Lee predicts.
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