Bitcoin News Today: Crypto's Crossroads: Geopolitical Storms and the Looming Fed Decision

Bitcoin's October has been its worst in years, with the cryptocurrency tumbling amid geopolitical tensions and regulatory uncertainty. However, optimism lingers as investors eye Federal Reserve rate cuts and institutional adoption. The Fed's next meeting on October 29, 2025, has a 98.3% probability of a cut to 3.75-4%, according to the CME FedWatch Tool, fueling speculation that lower rates could boost risk assets like Bitcoin, according to a TradingView analysis. Such cuts would ease borrowing costs, potentially spurring liquidity into crypto markets.

Coinbase's Q3 2025 earnings underscored the sector's resilience. The exchange reported $1.87 billion in revenue and $432.6 million in net income, driven by $295 billion in trading volume. CEO Brian Armstrong revealed the company purchased 2,772 BTC in the quarter, expanding its holdings to 14,548 BTC, according to an Analytics Insight report. Coinbase also highlighted progress on its "Everything Exchange" strategy, integrating derivatives and expanding USDC's utility, with stablecoin balances hitting $15 billion, the report noted.

Meanwhile, bullish forecasts persist despite market volatility. Michael Saylor, co-founder of MicroStrategy, reiterated his prediction that Bitcoin could reach $150,000 by year-end, citing regulatory shifts like the SEC's embrace of tokenized securities and Treasury Secretary Scott Bessent's support for stablecoins, according to Coinotag. Saylor's comments echoed at the Money 20/20 conference, where he emphasized institutional adoption and DeFi growth as key drivers, as reported by Cointelegraph.

Tokenized real-world assets (RWAs) are also gaining traction, with Standard Chartered projecting a $2 trillion market by 2028. This expansion could integrate assets like stocks and real estate into blockchain ecosystems, enhancing liquidity for Bitcoin and altcoins, a point highlighted in the Coinotag coverage. However, ETF outflows complicate the outlook: Bitcoin ETFs lost $470 million in October, including $488 million on October 30, as a TradingView note showed amid uncertainty over Trump-Xi tariff talks.

LyondellBasell's recent earnings beat—driven by cost cuts and demand recovery—offered a broader market boost, with analysts noting potential spillover into crypto, according to a blockchain.news report. A rebound in industrial sectors often correlates with crypto rallies, as energy and manufacturing demand influence risk-on sentiment.

Despite setbacks, the crypto market remains fixated on regulatory clarity and institutional flows. BlackRock's iShares Bitcoin Trust ETF continues to dominate inflows, though altcoin ETFs face challenges without major players like BlackRock, the Coinotag piece observed. Solana's upcoming ETFs, offering staking yields, could attract $3-6 billion in 2025, further diversifying crypto investment, according to coverage earlier in the piece.

The path forward remains volatile. While rate cuts and regulatory progress offer tailwinds, geopolitical risks and ETF outflows pose headwinds. For now, investors are balancing optimism with caution, watching for catalysts like a Trump-Xi trade deal or renewed Fed easing to reignite a broader market rally.

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