Bitcoin may be on the verge of a rebound as global markets look ahead to the U.S. Federal Reserve’s December policy meeting, according to Nigel Green, CEO of international financial advisory firm deVere Group. His outlook comes after Bitcoin slid from its all-time high of $126,000 to near $80,000, raising questions about short-term momentum but not long-term demand.
Green maintains that the decline is driven primarily by policy uncertainty, not a weakening appetite for Bitcoin.
A Correction Fueled by Uncertainty—Not Fading Demand
Green attributes Bitcoin’s recent sell-off to investor hesitation ahead of the Fed’s decision.
“This pullback reflects uncertainty, not a breakdown in underlying demand,”
he said.
He notes that many traders temporarily reduced crypto exposure due to unclear macroeconomic conditions. Once the Fed provides direction, he expects market sentiment to shift quickly.
Deleveraging May Strengthen Bitcoin’s Foundation
Green also argues that the current downturn differs from previous ones. The slip from above $120,000, he says, has cleared out significant excess leverage built during the rally.
More than $19 billion in long positions have already been liquidated, which Green believes leaves the market “structurally cleaner” and better positioned for a sustainable recovery.
This clean-out, he says, lays the groundwork for Bitcoin’s next potential upswing.
Liquidity and Fed Policy: Key Drivers of Bitcoin’s Next Move
According to Green, liquidity remains the biggest determinant of asset pricing. When liquidity tightens, even strong-performing assets feel the pressure. But when financial conditions loosen, Bitcoin is often one of the earliest beneficiaries.
A 25-basis-point rate cut at the Fed’s December meeting, he says, could “shift financial conditions almost immediately.”
A Softer Dollar Could Boost Bitcoin Demand
The direction of the U.S. dollar is another major factor in Green’s analysis. Lower interest rates generally push the dollar down and reduce real yields, conditions that favor long-duration assets like Bitcoin.
“When the dollar weakens, investors quickly reassess the opportunity cost of sitting in cash,”
Green explained.
A weaker dollar typically drives more capital toward alternative assets, including crypto.
Institutions Watching Fed Signals Closely
Green emphasized that institutional investors will pay close attention not only to the Fed’s decision but also to its communication. If the central bank hints at additional rate adjustments in 2026, the entire yield curve could shift, redirecting more capital toward risk assets such as Bitcoin.
He notes that global market fragility, falling equities, disappointing U.S. data earlier in the year, and ongoing geopolitical tensions, adds to short-term volatility but does not weaken Bitcoin’s long-term case.
$80,000–$90,000 Seen as Attractive Entry Zone for Institutions
Despite recent price pressure, institutional desks reportedly view the $80,000 to $90,000 range as a compelling long-term buying region. Green says this zone reflects where professional conviction currently sits, signaling confidence rather than distress.
