Recently, BNB’s price trend has been quite interesting, and the driving force behind it is actually the increasingly strong signals of a rate cut coming from the Fed.

What’s the market’s view now? Basically, everyone is betting that the December FOMC meeting will bring a 25-basis-point rate cut, and the probability of this expectation has soared to nearly 90%. Once the cut happens, the US dollar will most likely weaken. Where will the money go then? A lot of capital will start flowing into the crypto market, and major coins like BNB will naturally rise with the tide.

Let’s look at a few key signals. The market-implied probability of a 25-basis-point rate cut by the Fed in December is 87.6%—almost a sure thing. Now everyone’s more concerned about the “dot plot” released after the meeting, which can reveal the interest rate direction for 2026. As soon as rate cut expectations heat up, risk assets become favored and funds start flowing into the crypto market, with BNB following the upward trend.

Goldman Sachs analysts have also come out in support, saying a December rate cut is basically set. Their reasoning is practical—the labor market is weakening, and the Fed needs to do risk management. Such endorsements from top investment banks give investors more confidence in crypto as a safe-haven asset, and BNB is clearly benefiting.

Société Générale strategists also predict that US Treasury yields have more room to fall, and the Fed will continue to cut rates next year. As returns on traditional financial products decline, capital naturally flows to more lucrative places, and crypto fits that profile perfectly. Coins like BNB, which have ecosystem support, become even more attractive.

Simply put, macro policy signals are paving the way for the crypto market, and this BNB rally is no coincidence.