Bitcoin’s Bullish Trajectory: Fed Liquidity as the Next Catalyst

As Bitcoin breaks through the $92,000 barrier, the financial world's attention is sharply focused on the upcoming Federal Open Market Committee (FOMC) meeting. Analysts from the London Crypto Club and across the market are forecasting a significant shift in monetary policy that could act as a powerful accelerator for the flagship cryptocurrency. The prevailing sentiment suggests that the Federal Reserve is poised for a "dovish surprise," potentially involving innovative liquidity measures rather than traditional quantitative easing. This anticipated pivot away from a restrictive stance is expected to unleash a wave of capital into risk assets, with Bitcoin positioned as a primary beneficiary. Market participants are interpreting signals that the Fed may not only implement rate cuts but also expand its balance sheet through creative means, directly increasing the money supply. Such an environment historically diminishes the appeal of traditional safe-haven assets and fiat currencies, enhancing the value proposition of scarce digital assets like Bitcoin. The current price action reflects this optimism, but analysts believe the real surge is contingent on Wednesday's official announcements. A confirmation of dovish policies could see Bitcoin's price move "sharply higher," as the macro liquidity tide lifts all boats, but particularly those designed as hedges against currency devaluation. This moment represents a critical convergence of macroeconomic policy and digital asset adoption, setting the stage for what could be a defining chapter in Bitcoin's journey as a mainstream financial asset. The stage is set for December 13, 2025, to be a pivotal date, marking a potential paradigm shift where central bank liquidity becomes the unexpected fuel for the next leg of the cryptocurrency bull market.

Fed Liquidity Move Could Send Bitcoin “Sharply Higher,” Analysts Say

Bitcoin’s surge past $92,000 has reignited bullish sentiment as traders anticipate a dovish pivot from the Federal Reserve. Market watchers now see Wednesday’s FOMC meeting as a potential catalyst for further gains, with rate cuts and balance sheet expansion expected to fuel demand for risk assets.

London crypto Club analysts project a "dovish surprise"—forecasting creative liquidity injections rather than outright quantitative easing. "We’re entering a rate-cutting cycle paired with balance sheet expansion," they noted, framing this as "a structural tide lifting crypto markets."

The outlook arrives amid Bitcoin’s 12% weekly rally, with technical breaks above $92,000 suggesting momentum could accelerate if Fed policy aligns with market expectations.

Metaplanet Unveils Bitcoin Acquisition Strategy Modeled After MicroStrategy’s STRC

Tokyo-listed Metaplanet is launching a new preferred-share structure dubbed MARS (Metaplanet Acquisition and Reserve Strategy), mirroring MicroStrategy’s Bitcoin-focused funding vehicle. CEO Simon Gerovich announced the plan at the Bitcoin for Corporations Symposium, confirming shareholder voting later this month.

The initiative aims to raise capital exclusively for bitcoin purchases, reinforcing Metaplanet’s corporate treasury strategy. Gerovich appeared alongside MicroStrategy’s Michael Saylor, who defended Bitcoin holdings despite potential 80-90% drawdowns.

Metaplanet’s board has already approved two classes of preferred equity—Mars and Mercury—with Mars specifically designed for Bitcoin accumulation. The MOVE follows Metaplanet’s recent $135 million raise for Bitcoin acquisitions.

CoinShares 2026 Outlook: Tokenization and Real Revenue Mark Crypto's Maturation

CoinShares positions 2026 as the inflection point where digital assets transition from speculative instruments to revenue-generating infrastructure. The report highlights Bitcoin's potential to reach $170,000 in bullish scenarios, fueled by institutional ETF flows and Fed policy shifts.

Tokenization emerges as the dominant theme, with stablecoins evolving into settlement rails and blockchain applications demonstrating measurable economic output. 'The Year Utility Wins' framework anticipates traditional finance merging with decentralized infrastructure.

Three Bitcoin price scenarios emerge: a $150K+ bull case tied to productivity gains, a $110K-$140K base range, and a $70K-$100K bear scenario contingent on macroeconomic conditions. The analysis notably avoids referencing past cycles, focusing instead on measurable adoption metrics.

Argentina to Allow Banks to Offer Crypto Services in 2026

Argentina's Central Bank is preparing to lift its ban on banks offering cryptocurrency services by 2026, according to reports from La Nacion. The move aligns with President Javier Milei's pro-Bitcoin stance and follows similar regulatory shifts in the US and other nations.

The policy change could take effect as early as April 2026, with Milei's administration reportedly supporting new cryptocurrency legislation. 'Bitcoin is the natural reaction against central bank scammers,' Milei has stated, framing crypto as a hedge against inflationary monetary policies.

Markets responded positively to the news, with Bitcoin and other cryptocurrencies showing gains. The decision may accelerate institutional adoption across Latin America's second-largest economy.

UAE Official Declares Bitcoin a Key Pillar of Future Finance at MENA Conference

Mohammed Al Shamsi, a senior UAE National Security official, has positioned Bitcoin as a transformative force in global finance during his keynote at Bitcoin MENA 2025. "The world economy is changing at unprecedented speed," Al Shamsi stated at Abu Dhabi's ADNEC Centre, where over 10,000 attendees gathered for the two-day event.

The official framed Bitcoin's evolution beyond mere digital asset status, calling it "a key pillar in the future of financing." His remarks came alongside participation from industry heavyweights including MicroStrategy's Michael Saylor and former Binance CEO Changpeng Zhao, signaling institutional validation.

Now in its second Abu Dhabi edition, the conference features 300 speakers and 90 exhibitors discussing Bitcoin's role in Middle Eastern financial infrastructure. Regional leaders like H.E. Dr. Mohamed Al Kuwaiti joined debates on cryptocurrency integration with traditional systems.

Michael Saylor's MicroStrategy Boosts Bitcoin Holdings with $962.7 Million Purchase

MicroStrategy, led by billionaire Michael Saylor, has acquired an additional 10,624 BTC for approximately $962.7 million, paying an average price of $90,615 per bitcoin. The company's total holdings now stand at 660,624 BTC, purchased for $49.35 billion at an average price of $74,696. This move comes as MicroStrategy reports a 24.7% bitcoin yield year-to-date in 2025, signaling strong institutional conviction in the cryptocurrency.

Saylor's bullish stance extends beyond corporate acquisitions. At the Bitcoin MENA Conference in Dubai, he revealed ongoing discussions with sovereign wealth funds, banks, and over 100 institutional investors seeking bitcoin exposure. "We're seeing unprecedented institutional demand," Saylor noted, while UAE National Security's Mohammed Al Shamsi echoed growing regional interest with his remarks on bitcoin's potential.

The latest purchase reinforces MicroStrategy's position as the largest corporate holder of bitcoin. Market analysts interpret these developments as a potential precursor to renewed institutional inflows in 2026, particularly as traditional finance entities increasingly view bitcoin as a strategic reserve asset.