GENIUS Act, ETF Odds and Fed Rate Cut Spark Biggest Altseason Rally
A convergence of U.S. regulatory clarity, monetary easing signals and institutional ETF momentum points to a looming altseason. The Senate’s bipartisan passage of the GENIUS Act on stablecoin regulation now heads to the House, with Trump urging rapid approval. Bloomberg raised spot altcoin ETF odds to 93%, citing strong SEC engagement on Solana, XRP and Litecoin launches. Meanwhile, Fed Governor Christopher Waller signaled a potential July rate cut amid easing inflation, boosting bullish sentiment. At the state level, Ohio’s Blockchain Basics Act would exempt Bitcoin payments under $200 from capital gains tax. Together, these developments improve the outlook for altcoins by addressing regulatory risks, increasing market access and lowering funding costs. Traders should watch ETF filings and Fed updates closely for entry points in SOL, XRP, LTC, ADA, DOGE and AVAX ahead of the anticipated altseason rally.
Bullish
The combination of the GENIUS Act’s stablecoin framework, 93% odds of altcoin ETF approval and a possible July Fed rate cut creates a bullish setup. Regulatory clarity reduces compliance risks, ETF launches increase liquidity and Fed easing lowers borrowing costs—core drivers for altcoin rallies. Historically, U.S. policy shifts (e.g., 2021 infrastructure bill clarifications) and ETF approvals (Bitcoin ETF in 2021) have triggered strong short-term price spikes and long-term adoption cycles. Traders can expect volatility around SEC announcements and Fed meetings but a sustained altseason as more investors reallocate into SOL, XRP, LTC, ADA, DOGE and AVAX.