Crypto Stocks: Can COIN, HOOD, & MSTR Rebound After US Fed Interest Rate Decision?

The crypto stocks have been on the investors’ radar lately, with most of the top players in the space extending their losses today. For context, Coinbase (COIN) and Robinhood (HOOD) stocks have continued to stay in the red while Strategy (MSTR) stays near the flatline.

Meanwhile, investors are also eagerly waiting for the US Federal Reserve’s decision on the interest rate plans later today. So, here we explore the potential impact of the Fed rate decision on the broader financial markets as well as the crypto stocks.

Crypto Market Awaits US Fed’s Interest Rate Decision

The Federal Reserve’s policy announcement has become the biggest near-term catalyst for risk-bet assets like cryptocurrencies. In addition, crypto stocks, which often mirror Bitcoin’s price action and investor appetite for growth assets, could witness heightened volatility after the decision.

Meanwhile, according to analysts at JPMorgan, the central bank is most likely to keep interest rates unchanged. However, the investment bank expects a hawkish hold to be the base-case outcome.

Such a scenario could leave the S&P 500 little changed or push it modestly lower. In contrast, a more accommodative tone could lift equities, while an unexpected 25-basis-point rate hike may trigger a sharper selloff, especially across technology and crypto stocks.

Goldman Sachs also highlighted the unusual uncertainty surrounding this meeting. Interest-rate futures indicate roughly a one-in-three probability of a surprise rate increase. If that happens, it would represent one of the biggest policy surprises at a non-rate-cut meeting since the Fed began issuing formal policy statements.

Notably, if the Fed rate hike happens, it could further strengthen the dollar while dampening sentiment around the crypto market and stocks.

COIN, HOOD, and MSTR Crypto Stocks in Focus

The Coinbase (COIN) stock recorded a slump of nearly 2% to $164.69, while Robinhood (HOOD) stock price fell more than 3% to $90.13. Notably, Robinhood is also expected to release its Q2, FY26 earnings results after the Wall Street closing bell today.

Meanwhile, the dip in the crypto stocks also highlights the waning risk-bet appetite of traders, especially ahead of the US Fed interest rate decision. However, Strategy (MSTR) stock has recorded minimal gains and stayed near the flatline at $96.23.

Despite that, it’s worth noting that any Fed-driven change in risk sentiment could directly influence these stocks. A supportive policy stance may encourage investors to return to growth sectors, while tighter monetary conditions could weigh on crypto prices and related stocks.

According to the CME FedWatch Tool, the odds of the Fed keeping the interest rate unchanged now sit at 66.3%, with a 33.7% possibility of a potential rate hike. However, beyond the rate decision itself, investors will closely monitor the Federal Reserve’s commentary for clues about future policy.

Reports suggest policymakers remain divided over inflation risks, making the central bank’s messaging as important as the interest rate announcement.

NOTE: For investors who prefer managing all their assets on-chain, many leading platforms now allow you to trade tokenized stocks with crypto, mirroring the price movements of traditional equities like COIN and HOOD.