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The Fed Just Changed the Bitcoin Setup Bitcoin’s macro backdrop changed within hours. Fed Governor Christopher Waller said he could support keeping rates unchanged this month if inflation continues to cool. Markets reacted quickly, with September hike expectations falling from roughly 63% to 48%. That matters because crypto has been trading under a very different assumption. A potential rate hike means tighter financial conditions, stronger pressure on risk assets and less room for speculative capital. A pause removes part of that pressure. $BTC responded by pushing back toward the $80K area, putting the market back in front of a major technical decision. Reuters identifies $82,793 as key resistance, with a sustained break potentially opening the path toward $90K. But I am not calling a breakout yet. My radar is watching whether $BTC can hold above $75K while buyers continue absorbing supply near $80K. The next signal should come from $ETH. If $ETH begins outperforming $BTC, the market could be transitioning from Bitcoin-led recovery into broader risk rotation. Then I want to see $SOL, $XRP and $BNB confirm the move. For Layer 1s, $SUI, $APT, $AVAX and $NEAR are worth watching for relative strength rather than simply following the market. DeFi could provide another confirmation. $AAVE, $UNI, $CRV and $PENDLE need stronger participation if liquidity is genuinely moving deeper into crypto. Infrastructure remains interesting through $LINK and $ONDO, while $TAO and $RENDER could benefit if risk appetite expands toward higher-beta narratives. The bigger signal is this: The Fed does not need to cut rates for crypto to react positively. Sometimes removing the expectation of tighter policy is enough to change positioning. But the inflation report due next week remains critical. Waller made it clear that hotter inflation could put the hike back on the table. So I am watching price and macro together. #LastNFPBeforeFOMC #AVGODipsSNOWPops #RobinhoodChainRevenue