鲍威尔之后，贝特森来袭？加密投资者必读的潜在接班人画像

Core Viewpoint - The speculation surrounding the potential replacement of Federal Reserve Chairman Jerome Powell is intensifying, with concerns about the independence of the Fed amid political pressures, particularly from former President Trump [2][6]. Group 1: Political Pressure and Market Reactions - Jamie Dimon, CEO of JPMorgan, emphasized the necessity for the Fed to resist political interference to maintain long-term market trust [2]. - Trump's public calls for Powell's resignation have raised serious concerns about the Fed's independence, impacting market sentiment [2][6]. - The market has reacted to the possibility of a new Fed chair, with U.S. Treasury yields declining and the dollar index slightly retreating, indicating investor sentiment towards potential policy changes [6]. Group 2: Potential Successor - Betts - Betts, a potential successor to Powell, has a strong background in macroeconomic research and hedge fund management, previously serving as CIO at Soros Fund Management [3]. - He has expressed a preference for a more flexible and pragmatic monetary policy stance, showing concern over high interest rates potentially stifling economic growth [3][4]. - Betts has indicated that the Trump administration will focus on finding a replacement for Powell after Labor Day, suggesting a timeline for potential leadership change [2]. Group 3: Monetary Policy Implications - If Betts were to succeed Powell, the market anticipates a shift towards a more flexible or even dovish monetary policy, which could accelerate the pace of interest rate cuts [6]. - The current high inflation and geopolitical risks in the U.S. may lead to a more accommodative stance under Betts, which could positively impact the cryptocurrency market, as evidenced by Bitcoin reaching historical highs [6]. - Betts has previously highlighted the importance of closely monitoring economic data rather than relying solely on predictive models, advocating for a balanced approach to macroprudential regulation [4][5].