Major rating agency just upgraded its US economic growth estimates for 2025, with an adjusted outlook extending into 2026. This kind of macroeconomic recalibration often sends ripples across risk assets, including crypto markets.

When traditional economies show stronger momentum, investor sentiment typically shifts. Growth forecasts directly influence interest rate expectations, dollar strength, and capital flows—all critical factors that shape Bitcoin, Ethereum, and altcoin valuations.

The numbers matter because they set the tone for Fed policy and broader market positioning. A healthier GDP trajectory can mean lower recession fears, but it might also keep rates elevated longer than some hoped. For traders holding crypto exposure, this economic data is worth monitoring as part of your macro thesis. How you interpret these growth forecasts—whether bullish or bearish—should inform your portfolio allocation strategy going forward.