FED CHAIR SHOCKWAVE — MARKETS REPRICE IN REAL TIME
One off-script Trump comment just blew open the Fed Chair race — and markets reacted instantly.
l THE LINE THAT DID IT Trump on Kevin Hassett:
> “You were great on TV today… I would lose you.”
Translation markets heard: Hassett may be staying put.
ODDS FLIPPED IN MINUTES
Hassett crashed to ~15–16%
Kevin Warsh surged to ~60%
That’s not drift.
That’s a full repricing of future U.S. monetary policy.
WHY WARSH SCARES & EXCITES MARKETS
More hawkish tone
Less aggressive stimulus
Tighter liquidity risk — in a fragile macro moment
WHY THIS MATTERS Fed Chair controls:
Rates
Liquidity
Dollar strength
Risk appetite
Crypto volatility
One comment just shifted expectations across stocks, metals, AI, and crypto.
CRYPTO WATCHLIST
$FHE — privacy thrives in policy uncertainty
$AXS — alt narratives rip when liquidity whipsaws
$MET — volatility magnet
IF WARSH HOLDS THE LEAD
Risk compression
Faster rotations
Sharp volatility spikes
BOTTOM LINE One interview just reshaped: ✔ The Fed race
✔ Liquidity expectations
✔ Market sentiment
✔ Crypto positioning
The game isn’t over —
but monetary policy just went political again. 👀
