Tiger Securities Boosts Bitcoin Outlook Despite Rate Hike Risks

Tiger Securities has upgraded its outlook on Bitcoin despite concerns about potential Federal Reserve rate hikes. The firm maintains a buy rating, but notes that two or three 25 basis point rate increases could weigh on Bitcoin if they lift real yields and tighten liquidity.

The impact of the rate hikes would be more manageable if stronger productivity supports risk appetite and tightening ends without a recession.

Tiger Securities highlighted public debt levels near 100% of GDP, with Congressional Budget Office projections indicating fiscal year 2026 net interest spending at 3.3% of GDP.

The firm warned that even under an optimistic artificial intelligence scenario, debt would continue rising due to nominal growth near 4.8% and effective borrowing costs of 3.8% to 4.0%.