Coinbase Forecasts Crypto Rebound Fueled by Macroeconomic Pivot
In a pivotal market analysis, Coinbase Institutional has identified a significant macroeconomic shift as the catalyst for a potential recovery in the cryptocurrency sector. As of early December 2025, Bitcoin is showing promising signs of a year-end rebound, driven primarily by improving global liquidity conditions and a dramatic increase in market expectations for Federal Reserve interest rate cuts. With probabilities for such easing now standing at a remarkable 92%, the stage is set for a potential resurgence in digital asset valuations. This evolving landscape presents a crucial juncture for investors, balancing the tangible prospect of monetary policy support against the backdrop of persistent market fragility. The imminent policy speech by Fed Chair Jerome Powell on December 10th is viewed as a critical event that could either validate the current optimistic momentum or reintroduce caution. This report delves into Coinbase's perspective on how the interplay between anticipated monetary easing and current investor sentiment is creating a unique opportunity for cryptocurrencies to demonstrate their resilience and growth potential in a changing financial paradigm.
Coinbase Sees Crypto Recovery Driven By Macro Shift
Bitcoin shows signs of a potential December rebound as global liquidity improves and Fed rate cut probabilities rise to 92%. Coinbase Institutional notes crypto markets may benefit from this macro shift, though investor caution persists ahead of Jerome Powell's December 10 policy speech.
The interplay between monetary easing expectations and fragile market sentiment creates a pivotal moment for digital assets. While improved liquidity conditions favor risk assets, the Fed's upcoming decisions remain a critical variable that could either sustain or derail the nascent recovery.
Coinbase Reenters India Market After Regulatory Reset
Coinbase has resumed operations in India after a two-year hiatus, marking a strategic return to a market it abandoned in 2023 amid payment infrastructure disputes. The exchange now permits crypto-to-crypto trading and new registrations, with fiat on-ramp services slated for 2025.
The relaunch follows a contentious 2022 debut when Coinbase briefly supported Unified Payments Interface transactions before withdrawing. The abrupt retreat led to mass user offboarding and a complete service suspension as the company reassessed its regulatory posture.
Asia-Pacific director John O'Loghlen confirmed the platform achieved Financial Intelligence Unit compliance earlier this year. Early-access onboarding began in October, though fiat pairs remain unavailable until next year. India's harsh crypto tax regime—a flat 30% levy without loss offsets—continues to challenge exchange economics.
