CoinDesk Podcast Network Will Bitcoin's Rally End in a "Sell the News" Dump? | CoinDesk Daily
Mar 18, 2026
Discussion of whether Bitcoin’s recent surge will trigger a classic sell-the-news dip after the Fed meeting. Coverage of SEC and CFTC coordination on crypto securities and regulatory guidance. Update on progress and behind-the-scenes negotiations for a crypto market structure bill and stablecoin yield talks.
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Fed Outlook And Inflation Risks Constrain Rally
- Current market pricing expects a Fed hold and only one 25bp cut this year, limiting easing hopes.
- Rising oil prices and geopolitical tensions could keep inflation elevated and reduce Fed flexibility, which pressures risk assets like Bitcoin.
Sell The News Risk Around FOMC Meetings
- Bitcoin often falls immediately after FOMC meetings despite rallies beforehand.
- Two Prime data shows BTC dropped after seven of eight 2025 Fed meetings, creating a recurring sell-the-news pattern ahead of the March FOMC decision.
Premeeting Momentum Can Amplify Postmeeting Drops
- Bitcoin traded just below $74,000 after eight consecutive days of gains heading into the March FOMC.
- That momentum sets up vulnerability because historical Fed-related pullbacks have followed similar pre-meeting runs.