Bitcoin: US GDP Revives Hopes for Fed Rate Cuts
No revisions, but a clear slowdown. The Gross Domestic Product (GDP) of the United States grew by 1.5% at an annualized rate in the second quarter of 2026, according to the second estimate from the Bureau of Economic Analysis (BEA). This figure is the same as that published at the end of July but lower than the 2.1% recorded in the first quarter. The American economy continues to grow, without showing a real rebound. This intermediate situation could weigh on the Federal Reserve's upcoming decisions and, by extension, on liquidity-sensitive assets like Bitcoin.
Key Points {#h-key-points}
- The BEA confirms an annualized growth of 1.5% in the second quarter, with no revisions from the initial estimate.
- In European convention, this 1.5% annualized growth equates to about 0.4% quarter-on-quarter growth.
- Growth below potential strengthens the case for accommodative FOMC members in favor of a rate cut.
- Bitcoin reacts to this data through the liquidity channel, amplified by institutional flows from spot ETFs.
A real growth of about 0.4% in the United States {#h-a-real-growth-of-about-0-4-in-the-united-states}
The figure of 1.5% may seem more significant than it actually is. Unlike Insee or Eurostat, the BEA presents quarterly growth at an annualized rate. It projects the growth recorded between April and June over twelve months.
In European convention, the American economy has therefore grown by about 0.4% over the quarter. This pace remains positive but indicates a slowdown compared to the first three months of the year.
However, the composition of GDP offers a more solid picture than the overall figure. Household consumption, which accounts for about two-thirds of American activity, has accelerated. Business investments have also remained strong, particularly in equipment, software, and infrastructure related to artificial intelligence.
Conversely, the increase in imports, the reduction in inventories, and the decline in public spending have weighed on growth. Final sales to domestic private buyers, an indicator that excludes these volatile elements, have thus increased by 4.2% at an annualized rate. Private demand remains robust despite the apparent weakness of GDP.
The absence of revision between the two estimates confirms the overall figure, even if some details of its composition may still evolve. The BEA will publish a third estimate at the end of September.
The Fed and Bitcoin Facing Economic Slowdown {#h-the-fed-and-bitcoin-facing-economic-slowdown}
A growth of 1.5% does not signal a recession, but it may strengthen the arguments in favor of a rate cut. The Federal Reserve must, however, balance its dual mandate: supporting employment while sustainably bringing inflation back to 2%.
If activity and the labor market slow without a new acceleration in prices, the Fed will have more room to ease its monetary policy. Conversely, persistent inflation could force it to maintain high rates despite moderate growth.
For Bitcoin, the issue mainly lies on the liquidity side. Lower rates reduce the yield on risk-free investments, can weaken the dollar, and generally encourage investors to return to volatile assets.
Since the launch of spot Bitcoin ETFs, this relationship with monetary expectations has strengthened, as a growing share of demand comes from institutional players sensitive to the cost of capital.
A too abrupt slowdown would, however, have the opposite effect. In the event of fears of recession or financial crisis, investors generally seek to recover liquidity and first sell risky assets.
With positive but moderate growth and still solid private demand, the American GDP is therefore in a zone quite favorable to Bitcoin: sufficiently low to maintain hopes for monetary easing, but not low enough to immediately provoke fears of a recession.
-- Price
This content is provided for general informational purposes only and doesn't constitute financial, investment, legal, or tax advice. Any events, rewards, online promotions, or related information mentioned herein should not be considered a recommendation, solicitation, or invitation to purchase, sell, trade, or otherwise deal in any crypto assets. Crypto assets are highly volatile and may result in loss. The availability of WEEX services, products, and related events may vary by region. You are responsible for ensuring that your participation is in accordance with applicable local laws and regulations.
You may also like

Mysterious $23 Million Bitcoin-Monero Swap: The Viral Video That Raises Questions

Increase in Dollar Bullish Bets to 57.2%

Bitcoin’s bottom signal is flashing, but six months of data shows a trap waiting for early buyers

USDT, USDC supply increases by 1.7 billion in August 2026

New Zealand ACT party proposes tax exemption for long-held crypto gains

$7 Billion Investment in Gold and Bitcoin Funds in 5 Days

Bitmine Generates 98% of Revenue from Ethereum Staking

Is the Jackson Hole central bank retreat now a crypto conference?

HAM Launches Hedged Bitcoin ETF HBIT

Grayscale Claims ZEC Has Potential to Challenge Bitcoin's Market Share

Loss of $5,699,22 Due to Weak Recovery Phrase

Hammack Emphasizes Fed Independence and Need for Rate Hikes

Coinbase Opens Real Estate to Millions of Bitcoin Holders

Reduction in Institutional Fund Outflows in July, ETF Rebounds at Month-End

Genius Group Announces $1.2 Billion Capital Plan to Fund AI Treasury and Bitcoin Treasury

Bitcoin Holds Steady at $80,000 as Traders Focus on Walsh's Speech

Banking Processing in the New Reality: Digital Ruble and Cryptocurrencies for Foreign Trade

Tether's Bitcoin Mining Operation in Uruguay Halted Due to Power Contract Dispute

Postquant Labs launches the first quantum cross-chain swaps

Shiba Inu Registered with Laser Digital Japan

NVIDIA-Linked Contract Depth Reaches $4.1 Million, Equivalent to 75% of BTC Spot Market

Investor Becomes Multimillionaire After Recovering 61 Bitcoins Purchased in 2011

Alpha Modus Plans to Add Over $200 Million in Bitcoin Assets

$4 Billion Buyback: Scott Bessent's Trust Under Scrutiny

Bitcoin Treasuries: $80 Billion Lost, a Model Under Pressure

Sparrow Wallet Releases v2.5.4 Security Update, Expands Independent Verification Scope

Bitcoin's Realized Cap Impulse Indicator Turns Positive, Signs of On-Chain Fund Flow Recovery Emerge

JAN3 CEO advocates for 'Bitcoin Signing Device' terminology

Moonwell Loses 8.7 Million Due to Price Manipulation











