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

Bank of Russia Launches Digital Ruble on September 1, Strategy Buys Bitcoin for $370 Million

Hargreaves Lansdown Launches 9 Crypto ETNs

Stocks, Bonds, Funds: Seoul Prepares for Their Arrival on the Blockchain

A7A5: The number of transactions with the ruble stablecoin increased by 4.4 times

Fidelity Indicates That a Crypto Dip Level May Have Been Seen

ProCap Repurchases 2% of Shares After Selling 50 BTC

Bitcoin influenced by stock market, rate hike outlook pressures BTC

Spain Includes Cryptocurrencies in Financial Ownership Registry

Shen Yu: Knowledge and Action in the Age of AI

US-Iran Tensions May Be Delayed Until After Midterm Elections

September Rate Hike Probability at 52.4%, Freeze at 47.6%

US 10-Year Treasury Yield at 4.79%, Long-Term Bond Absorption Pressure Increases

Claiming to Have $1 Billion in Crypto Assets, Expert Discovers Only $10 After Cracking Wallet

Capital B consolidates its shares at 10 to 1, a week after bringing Adam Back into the capital

Thailand Tightens Oversight on Non-Custodial Crypto Wallets

Limited Impact of Non-Farm Data on Bitcoin Prices, Fluctuation Around 2.1%

Institutional Investors Show Record Interest in XRP Token

6 Differences Between Crypto-Based Gold and Digital Gold - Fintech World

Saylor Claims No License Needed for Public Bitcoin Holdings Discussion

Bitcoin Knots Developer Claims Exchanges Sell Fake Bitcoins

Ethereum's Largest Short: A Trillion-Dollar Institution with Zero Holdings

Bitcoin vs Gold: The Battle of Safe Havens Resumes

Australia Requires Unlicensed Cryptocurrency Firms to Obtain Licenses by September 30—Violators Face Fines of Up to 10% of Revenue

OpenAI's Cybersecurity Program Worth $1 Billion

Mr&强 Bullish on Crypto Market, BTC and ETH in Profit

IMF Reveals Source of El Salvador's Bitcoin Reserve Increase

Daiwa: Possibility of High Long-term U.S. Treasury Yields Becoming Structural... Supply and Demand Improvement Remains Elusive

After selling every coin it owned, a public company is using Strategy’s STRC playbook to restart its $827M Bitcoin treasury plan

WEEX Exclusive:Bitcoin Back Above $81K, Payrolls in Focus | WEEX TradFi Daily(Sept. 4, 2026)












