Grayscale sees tails and headwinds for crypto prices

The current Crypto Bull market has been strengthened by a combination of MacRO demand for scarce digital assets and growing clarity of regulation, two forces that are expected to continue to shape investor focus in the last quarter of 2025, asset manager Grayscale said in a report Wednesday.
According to Grayscale, the Federal Reserve’s decision to continue rate cuts in September, and its signal that one or two additional cuts may be observed before the end of the year, should be considered supporting digital properties.
Lower borrowing costs, Grayscale mentioned, reduce the chance of handling of goods that do not produce those who do not produce such as Bitcoin And it can encourage greater appetite for the entire market.
At the same time, analysts warned that a slow economy or rising geopolitical risks could relieve values. They also featured the possibility that an unexpected fed pivot back to the rate of increase would pose a clear downside risk.
On the regulation side, Grayscale pointed out some potential catalysts that could continue to draw the investor’s attention. This includes the introduction of staking within the products exchanged by the crypto exchange (ETP), the approval of new ETPs based on altcoin, and the potential passage of a market structure bill in the Senate.
While each of these developments represents significant development, Grayscale warns that markets are already priced at a fair amount of optimism.
Any uprising, whether delays, political pushbacks, or explicit denials, can weigh values, the report added.
Read more: Crypto value lies in trillion-dollar markets, says bitwise