🚨 Fed keeps interest rates unchanged – Why September could kick off the next altcoin season!
The U.S. Federal Reserve has once again left its policy rate unchanged.
No cut. No policy shift. No end to quantitative tightening (QT).
But don’t panic—an important macro turn could be only weeks away.
Here’s why September is shaping up as the month when the big altcoin move might begin.
What happened at the July FOMC meeting?
At the Fed’s latest meeting:
❌ No rate reduction
❌ No halt to QT
❌ No fresh liquidity for markets
These outcomes, however, were already priced in, so market reaction was muted.
The real test for investors arrives in September.
Why is September critical?
This month will bring:
📅 The next FOMC meeting
🏦 A possible easing of banks’ SLR (Supplementary Leverage Ratio) requirements
💰 A likely rebuild of the Treasury General Account (TGA), which would drain liquidity
That means monetary conditions could shift sharply within weeks.
What’s happening to liquidity?
So far the Treasury has been spending down the TGA, injecting more than $500 billion into markets since January.
Now that the debt-ceiling impasse is resolved, the flow reverses—cash will start returning to the TGA.
Expected impact:
- Liquidity could fall from ~$29.5 trillion to ~$29 trillion;
- That’s not a crash—more a temporary slowdown;
- For risk assets (altcoins), it may mean a pause before the next leg up.
How SLR relief could flip the script
The Fed is considering letting big banks hold more Treasuries with less required capital (SLR relief).
If approved on 26 August, it would inject liquidity—just in time for the September FOMC.
Bitcoin dominance and the chance of Altseason
BTC dominance sits near 60.6 %—a level that has repeatedly capped alt rallies since 2016.
Scenarios:
📈 If dominance climbs above 64.5 %, alts face strong headwinds.
📉 If dominance posts a lower high, it could unlock a fresh alt surge.
“Altcoin month” ≠ Altseason
A one-month pop in a few coins isn’t a true Altseason.
The real cycle starts when 75 %+ of the top assets outperform BTC for months on end.
We’re not there yet.
Our strategy for now
🎯 Focus on larger alts: ETH, SOL, XRP, BNB
🤖 Use automated investing
Learn how – here
🚫 Avoid micro-caps (high risk)
⏳ Wait for a confirmed trend instead of chasing hype
Even if you’re three months late to a real Altseason, you could still catch nine months of upside.
That’s how the big 100× winners of 2021 happened—not by rushing, but by patience and positioning.
Until then—accumulate, rotate, and keep a cool head. 🧠