The anticipated reduction in the interest rate by the Federal Reserve System of the United States in September 2025 could significantly impact the cryptocurrency and technology stock markets. This opinion was expressed by Tom Lee, chairman of the board of BitMine and co-founder of Fundstrat.
This is reported by Finway
Probability of Fed Rate Cut and Market Impact
According to CME data, the probability of a 25 basis point rate cut by the Fed is 96.1%, while the likelihood of a double cut is 3.9%. The meeting of the Federal Open Market Committee of the Federal Reserve System is scheduled for September 16-17, 2025. Last time, the regulator kept the interest rate unchanged, but most experts expect a monetary policy easing in September.
Some traders even predict a double rate cut, which could lead to a significant increase in market liquidity and a rise in the value of risk assets, including cryptocurrencies.
Tom Lee’s Predictions for Cryptocurrencies and Technology
Tom Lee believes that the main beneficiaries of a potential rate cut will be the Nasdaq 100 index, Bitcoin, and Ethereum. The expert forecasts that the prices of Bitcoin and Ethereum could demonstrate a “monstrous move” in the coming months following the Fed’s decision.
He also noted that monetary policy easing will create favorable conditions for the development of the technology and artificial intelligence sectors. Major financial institutions, such as JPMorgan Chase and Goldman Sachs, are already transforming into fintech companies with a focus on artificial intelligence.
“It is extremely important for CEOs to be confident that the Fed will lower rates. We know that the labor market has slowed down. This is because businesses are cautious. And this is reflected in the ISM [ISM Manufacturing PMI (Purchasing Managers’ Index)]. This indicator has been below 50 for 31 months. And this [rate cut] will lead to a significant influx of liquidity,” Lee stated.
Among other beneficiaries, Tom Lee also highlights small businesses and the financial sector; however, he believes that technology companies and cryptocurrencies will benefit the most. He cited examples from September 1998 and 2024, when the Fed maintained rates at a certain level before transitioning to policy easing, which contributed to market growth.
The expert noted that Wall Street is actively implementing blockchain technologies to modernize its infrastructure, as this significantly optimizes costs, including labor expenses.
BitMine, led by Tom Lee, is the largest corporate owner of Ethereum, with its assets reaching $10.8 billion as of September 15, 2025.